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Doug Whittle

@Financial Advocates Investment Management

Latest period2024 - Q3ReportedManaged Assets$1.77BTotal holdings750
Assets growth rate9.75%Assets growth rate (2-Q avg)1.55%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Advocates Investment Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 750 positions.

Assets under management

The assets under management (AUM) of Financial Advocates Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.77B in assets, with a quarterly growth rate of 9.75% and a 2-quarter average growth rate of 1.55%. The portfolio is managed by Doug Whittle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSGIshares Tr
Recent Activity
Increased 15.54%
1.09%
$19.144M↑ Call
145,127 shares@ $131.91 avg price
XMESpdr Ser Tr
Recent Activity
New Position
1.03%
$18.223M
198,941 shares@ $91.61 avg price
AGGIshares Tr
Recent Activity
Increased 1.67%
0.98%
$17.174M
170,440 shares@ $100.77 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -5.49%
0.95%
$16.731M
43,702 shares@ $382.85 avg price
IVWIshares Tr
Recent Activity
Decreased -20.93%
0.95%
$16.717M
189,627 shares@ $88.16 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -6.68%
0.91%
$16.067M↓ Put
32,920 shares@ $488.07 avg price
QUALIshares Tr
Recent Activity
Increased 14.38%
0.9%
$15.872M
95,736 shares@ $165.79 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 4.64%
0.88%
$15.488M↓ Put
63,723 shares@ $243.06 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 129.84%
0.83%
$14.659M
96,792 shares@ $151.45 avg price
IUSVIshares Tr
Recent Activity
Increased 28.95%
0.81%
$14.312M
147,647 shares@ $96.94 avg price