Financial Advocates Investment Management Purchases in Q1 2025

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
16.5K
+ 151.93%
$30.71 - $30.87 $507K - $510K
27.4K $843K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
13.2K
+ 12.99%
$50.25 - $55.9 $662K - $736K
115K $5.89M
HWM
Howmet Aerospace Inc.

Industrials
3.64K
New
$110.79 - $139.39 $403K - $508K
3.64K $472K
LLY
Eli Lilly & CO

Healthcare
178
+ 2.96%
$725.72 - $929.72 $129K - $165K
6.19K $5.11M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.48K
+ 1.98%
$128.74 - $138.67 $191K - $205K
76.3K $10.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.37K
+ 7.25%
N/A
79.4K $6.82M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
5.62K
New
$78.12 - $83.7 $439K - $470K
5.62K $453K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
14.7K
New
$24.11 - $28.41 $355K - $418K
14.7K $417K
PH
Parker Hannifin Corp

Industrials
862
+ 20.67%
$591.65 - $707.05 $510K - $609K
5.03K $3.06M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4K
New
$94.87 - $96.11 $379K - $384K
4K $383K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.18K
+ 5.28%
$85.29 - $92.57 $186K - $202K
43.5K $3.96M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.39K
+ 4.17%
$42.4 - $44.11 $228K - $238K
135K $5.9M
MS
Morgan Stanley

Financial Services
3.09K
+ 125.76%
$111.68 - $141.08 $345K - $436K
5.55K $647K
IGV
Ishares Expanded Tech Software

ETFs
6.6K
+ 29.1%
$88.3 - $107.83 $583K - $712K
29.3K $2.61M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.92K
+ 2.28%
$99.16 - $99.52 $290K - $291K
131K $13M
HEFA
Ishares Currency Hedged Msci E

ETFs
9.18K
New
$34.83 - $37.52 $320K - $344K
9.18K $333K
PLD
Prologis, Inc.

Real Estate
2.2K
+ 15.49%
$103.59 - $124.04 $228K - $273K
16.4K $1.83M
SNPS
Synopsys Inc

Technology
860
+ 103.49%
$428.58 - $551.54 $369K - $474K
1.69K $725K
CHKP
Check Point Software Technologies LTD

Technology
1.37K
New
$179.88 - $231.31 $246K - $316K
1.37K $311K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
7.18K
+ 67.95%
$38.5 - $43.78 $277K - $314K
17.8K $729K
XSMO
Invesco S&P Smallcap Momentum

ETFs
5.22K
+ 86.71%
$59.97 - $70.03 $313K - $365K
11.2K $705K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
3.15K
+ 2.4%
$34.14 - $37.91 $108K - $119K
135K $4.8M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.56K
+ 93.63%
$80.21 - $86.14 $285K - $306K
7.35K $606K
MCK
Mckesson Corp

Healthcare
427
New
$566.21 - $672.99 $242K - $287K
427 $287K
IFRA
Ishares Tr

ETFs
5.93K
New
$44.8 - $49.25 $266K - $292K
5.93K $267K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.56K
+ 5.54%
$37.07 - $40.63 $169K - $185K
86.9K $3.42M
TT
Trane Technologies PLC

Industrials
778
New
$332.0 - $400.86 $258K - $312K
778 $262K
GEL
Genesis Energy LP

Energy
8.06K
+ 35.06%
$10.31 - $16.03 $83.1K - $129K
31K $487K
SRLN
Ssga Active Trust

ETFs
6.24K
+ 69.02%
$41.02 - $41.99 $256K - $262K
15.3K $628K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.02K
New
$78.54 - $84.86 $237K - $257K
3.02K $248K
DFAI
Dimensional ETF Tr

ETFs
7.97K
New
$28.88 - $32.4 $230K - $258K
7.97K $248K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.2K
New
$159.75 - $208.61 $192K - $251K
1.2K $245K
AJG
Arthur J. Gallagher & Co.

Financial Services
96
+ 2.8%
$275.89 - $345.24 $26.5K - $33.1K
3.53K $1.22M
GLDM
World Gold Trust

ETFs
3.94K
New
$52.19 - $61.89 $206K - $244K
3.94K $243K
SIL
Global X Silver Miners ETF

ETFs
5.86K
New
$31.91 - $40.68 $187K - $238K
5.86K $231K
PVI
Invesco Vrdo Tax Free ETF

ETFs
9.23K
New
$24.73 - $24.89 $228K - $230K
9.23K $229K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.4K
+ 5.36%
$42.93 - $44.71 $189K - $197K
86.5K $3.79M
SPOT
Spotify Technology S.A.

Communication Services
195
+ 16.48%
$457.79 - $648.32 $89.3K - $126K
1.38K $757K
MSTR
Microstrategy Inc

Technology
818
+ 6.64%
$239.27 - $396.5 $196K - $324K
13.1K $3.79M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.52K
New
$73.71 - $87.55 $186K - $221K
2.52K $219K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.53K
+ 5.96%
$59.78 - $60.03 $211K - $212K
62.8K $3.76M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.89K
New
$113.13 - $127.79 $214K - $241K
1.89K $213K
IHDG
Wisdomtree Tr

ETFs
4.89K
+ 4.56%
$43.4 - $47.51 $212K - $232K
112K $4.86M
FLV
American Centy ETF Tr Focused

ETFs
2.93K
New
$65.71 - $70.81 $192K - $207K
2.93K $204K
HDB
Hdfc Bank LTD

Financial Services
3.06K
New
$58.06 - $66.85 $178K - $205K
3.06K $203K
BWXT
Bwx Technologies, Inc.

Industrials
2.05K
New
$96.59 - $128.46 $198K - $264K
2.05K $202K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2K
New
$100.34 - $100.68 $200K - $201K
2K $201K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
22.7K
+ 20.48%
$16.57 - $18.85 $375K - $427K
133K $2.22M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
14.5K
New
$11.66 - $14.98 $170K - $218K
14.5K $198K
Activity Summary
Buys All Purchases 322 New Holdings 48 Increased Positions 274 Sells All Sells 358 Reductions 358 Sold out 0 Options Calls 5 Puts 6
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