Financial Advocates Investment Management Purchases in Q2 2025

Financial Advocates Investment Management

  • $1.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
133K
+ 149.97%
$172.42 - $223.89 $23M - $29.8M
222K $45.6M
IEFA
Ishares Tr

ETFs
299K
New
$67.83 - $84.09 $20.3M - $25.2M
299K $25M
MSFT
Microsoft Corp

Technology
24K
+ 83.65%
$354.56 - $497.45 $8.51M - $11.9M
52.7K $26.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
174K
New
$58.41 - $72.69 $10.2M - $12.7M
174K $12.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
106K
New
$90.56 - $109.49 $9.59M - $11.6M
106K $11.6M
IWM
Ishares Russell 2000 ETF

ETFs
50.3K
+ 1257.73%
$174.82 - $215.79 $8.79M - $10.8M
54.3K $11.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
141K
New
$59.24 - $71.39 $8.35M - $10.1M
141K $10M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
73.1K
New
$100.04 - $100.54 $7.31M - $7.35M
73.1K $7.35M
AVDE
American Centy ETF Tr Avantis

ETFs
60.3K
New
$59.32 - $74.36 $3.58M - $4.48M
60.3K $4.46M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
85.8K
+ 203.91%
$45.12 - $46.23 $3.87M - $3.96M
128K $5.91M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
81K
+ 60.16%
$32.02 - $39.74 $2.59M - $3.22M
216K $8.55M
IEMG
Ishares Inc

ETFs
59K
+ 23.7%
N/A
308K $16.5M
FVD
First Tr Value Line Divid Inde

ETFs
67.9K
New
$40.62 - $45.12 $2.76M - $3.07M
67.9K $3.04M
IGF
Ishares Global Infrastructure

ETFs
45K
+ 64.91%
$50.55 - $59.83 $2.28M - $2.69M
114K $6.77M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
45.4K
New
$56.84 - $65.5 $2.58M - $2.98M
45.4K $2.98M
V
Visa Inc.

Financial Services
7.82K
+ 107.23%
$308.27 - $373.31 $2.41M - $2.92M
15.1K $5.36M
GOOGL
Alphabet Inc.

Communication Services
13.2K
+ 107.79%
$144.7 - $178.6 $1.9M - $2.35M
25.4K $4.47M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
66.4K
+ 91.75%
$27.3 - $31.8 $1.81M - $2.11M
139K $4.41M
GOOG
Alphabet Inc.

Communication Services
9.41K
+ 123.24%
$146.58 - $180.01 $1.38M - $1.69M
17.1K $3.03M
VONG
Vanguard Russell 1000 Growth E

ETFs
13.6K
+ 155.74%
$82.51 - $109.2 $1.12M - $1.49M
22.4K $2.44M
PLTR
Palantir Technologies Inc.

Technology
65
+ 0.21%
$74.01 - $144.25 $4.81K - $9.38K
30.8K $4.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
64.1K
+ 7.27%
$22.54 - $23.17 $1.44M - $1.48M
946K $21.7M
VB
Vanguard Small Cap ETF

ETFs
4.97K
+ 37.08%
$193.73 - $237.37 $962K - $1.18M
18.4K $4.35M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
22.6K
+ 15.08%
$45.11 - $52.34 $1.02M - $1.18M
173K $9.03M
FCPI
Fidelity Covington Tr Stocks F

ETFs
29.1K
New
$38.29 - $46.65 $1.12M - $1.36M
29.1K $1.36M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
26.2K
+ 34.49%
$49.57 - $50.27 $1.3M - $1.32M
102K $5.14M
NKE
Nike, Inc.

Consumer Cyclical
15.8K
New
$53.27 - $72.04 $841K - $1.14M
15.8K $1.12M
MBB
Ishares Tr

ETFs
11.5K
+ 7.48%
$91.41 - $94.22 $1.05M - $1.09M
166K $15.6M
FLCH
Franklin Templeton ETF Tr

ETFs
48.4K
New
$17.74 - $21.96 $858K - $1.06M
48.4K $1.05M
PHYS
Sprott Physical Gold Trust

Financial Services
37.7K
+ 106.11%
$22.82 - $26.29 $860K - $991K
73.2K $1.86M
TDIV
First Trust Nasdaq Technology

ETFs
3.09K
+ 7.2%
$64.41 - $90.17 $199K - $278K
46K $4.14M
HTRB
Hartford Fds Total Return Bd E

ETFs
28.6K
+ 28.96%
$33.14 - $34.12 $947K - $975K
127K $4.31M
HTAB
Hartford Fds Exchange Traded

ETFs
50.7K
New
$18.44 - $19.31 $935K - $979K
50.7K $948K
TQQQ
Proshares Ultrapro Qqq

ETFs
7.92K
+ 81.11%
$38.9 - $83.0 $308K - $657K
17.7K $1.47M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
10.5K
+ 22.88%
$67.03 - $80.35 $704K - $844K
56.4K $4.5M
CSCO
Cisco Systems, Inc.

Technology
11K
+ 68.47%
$53.19 - $69.38 $584K - $762K
27K $1.88M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
16.7K
+ 201.5%
$50.09 - $51.09 $837K - $854K
25K $1.28M
ABBV
Abb Vie Inc.

Healthcare
5.93K
+ 55.38%
$170.16 - $206.27 $1.01M - $1.22M
16.6K $3.09M
IYW
Ishares Dj Us Tech ETF

ETFs
3.31K
+ 44.2%
$122.57 - $173.27 $405K - $573K
10.8K $1.87M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
8.23K
+ 81.87%
$61.92 - $81.5 $510K - $671K
18.3K $1.49M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.92K
+ 3.43%
$81.46 - $94.63 $400K - $465K
148K $14M
VEA
Vanguard Ftse Developed Market

ETFs
7.12K
+ 11.61%
$45.65 - $57.01 $325K - $406K
68.4K $3.9M
MINO
Pimco ETF Tr Municipal Income

ETFs
17.6K
New
$43.42 - $45.15 $764K - $795K
17.6K $778K
EFV
Msci Eafe Value ETF

ETFs
10K
+ 32.96%
$52.4 - $64.65 $525K - $648K
40.4K $2.57M
ITA
Ishares Tr

ETFs
332
+ 1.66%
$135.31 - $188.64 $44.9K - $62.6K
20.4K $3.84M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
493
+ 1.43%
$82.32 - $112.47 $40.6K - $55.4K
34.9K $3.93M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
10.3K
New
$55.5 - $69.0 $569K - $708K
10.3K $707K
AOA
Ishares Tr Core Aggressive All

ETFs
2.01K
+ 2.9%
$69.46 - $83.4 $140K - $168K
71.3K $5.94M
COF
Capital One Financial Corp

Financial Services
2.76K
New
$150.57 - $212.76 $416K - $588K
2.76K $587K
Activity Summary
Buys All Purchases 202 New Holdings 61 Increased Positions 141 Sells All Sells 393 Reductions 393 Sold out 0 Options Calls 3 Puts 13
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