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
DFAX
Dimensional ETF Tr
7.42K
New
$24.45 - $27.2 $181K - $202K
7.42K $194K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.6K
New
N/A
2.6K $194K
AOA
Ishares Tr Core Aggressive All

ETFs
2.58K
+ 3.87%
$75.7 - $80.01 $196K - $207K
69.3K $5.3M
WM
Waste Management Inc

Industrials
282
+ 7.04%
$200.54 - $233.78 $56.6K - $65.9K
4.29K $992K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
10.2K
New
$17.57 - $18.05 $179K - $184K
10.2K $183K
PSLV
Sprott Physical Silver Trust

Financial Services
1.49K
+ 1.77%
$9.86 - $11.68 $14.6K - $17.3K
85.3K $989K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
12.9K
New
$13.05 - $13.97 $168K - $180K
12.9K $175K
TAXF
American Centy ETF Tr Diversif

ETFs
3.91K
+ 13.43%
$49.19 - $50.86 $192K - $199K
33K $1.63M
HALO
Halozyme Therapeutics, Inc.

Healthcare
143
+ 1.43%
$47.74 - $65.16 $6.83K - $9.32K
10.1K $646K
PAYX
Paychex Inc

Industrials
146
+ 1.51%
$136.06 - $154.52 $19.9K - $22.6K
9.8K $1.51M
MLPA
Global X Mlp ETF

ETFs
157
+ 0.43%
$49.83 - $54.53 $7.82K - $8.56K
36.6K $1.95M
ABC
Amerisourcebergen Corp

Healthcare
740
New
N/A
740 $137K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.79K
+ 38.46%
$67.24 - $84.27 $188K - $235K
10.1K $685K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
4.45K
+ 10.39%
$21.23 - $22.14 $94.5K - $98.5K
47.3K $1.04M
BRO
Brown & Brown, Inc.

Financial Services
136
+ 3.01%
$100.54 - $124.4 $13.7K - $16.9K
4.66K $579K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.58K
+ 17.14%
$38.99 - $40.37 $100K - $104K
17.6K $708K
SO
Southern CO

Utilities
255
+ 2.69%
$80.96 - $92.96 $20.6K - $23.7K
9.74K $895K
MNST
Monster Beverage Corp

Consumer Defensive
299
+ 1.83%
$46.16 - $58.58 $13.8K - $17.5K
16.7K $974K
PULS
Pgim ETF Tr

ETFs
2.17K
+ 9.0%
$49.56 - $49.78 $107K - $108K
26.2K $1.3M
AOS
Smith A O Corp

Industrials
1.92K
+ 38.71%
$65.16 - $72.69 $125K - $139K
6.87K $448K
DGRO
Ishares Core Dividend Growth E

ETFs
1.35K
+ 2.28%
$60.46 - $64.42 $81.9K - $87.2K
60.9K $3.76M
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 2.45%
$1739.0 - $2260.0 $15.7K - $20.3K
376 $733K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.16K
+ 12.2%
$44.7 - $49.05 $141K - $155K
29K $1.32M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
260
+ 3.77%
$162.48 - $175.37 $42.2K - $45.6K
7.16K $1.25M
LQD
Ishares Iboxx $ Investment Gra

ETFs
651
+ 3.89%
$105.1 - $109.61 $68.4K - $71.4K
17.4K $1.89M
LYG
Lloyds Banking Group PLC

Financial Services
6.39K
+ 9.23%
$2.58 - $3.9 $16.5K - $24.9K
75.7K $289K
PSX
Phillips 66

Energy
12
+ 0.12%
$113.93 - $131.55 $1.37K - $1.58K
10.2K $1.26M
HTRB
Hartford Fds Total Return Bd E

ETFs
1.42K
+ 1.46%
$33.03 - $34.09 $47K - $48.5K
98.7K $3.34M
NFG
National Fuel Gas CO

Energy
83
+ 1.78%
$60.71 - $79.19 $5.04K - $6.57K
4.74K $375K
TPHD
Timothy Plan High Divid Stk Et

ETFs
747
+ 1.49%
$36.09 - $38.27 $27K - $28.6K
50.8K $1.91M
CTAS
Cintas Corp

Industrials
70
+ 2.07%
$182.09 - $208.14 $12.7K - $14.6K
3.45K $709K
WEC
Wec Energy Group, Inc.

Utilities
75
+ 1.37%
$92.12 - $108.98 $6.91K - $8.17K
5.54K $603K
ABNB
Airbnb, Inc.

Consumer Cyclical
981
+ 39.94%
$119.38 - $161.42 $117K - $158K
3.44K $410K
SNY
Sanofi

Healthcare
827
+ 14.49%
$48.15 - $59.42 $39.8K - $49.1K
6.54K $362K
AEP
American Electric Power CO Inc

Utilities
14
+ 0.29%
$90.32 - $109.27 $1.26K - $1.53K
4.89K $533K
FTCS
First Trust Capital Strength E

ETFs
147
+ 0.38%
$86.39 - $91.35 $12.7K - $13.4K
38.5K $3.45M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
7K
+ 55.54%
$10.61 - $16.49 $74.2K - $115K
19.6K $243K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
305
+ 1.26%
$126.11 - $135.06 $38.5K - $41.2K
24.6K $3.17M
CASY
Caseys General Stores Inc

Consumer Cyclical
10
+ 0.55%
$378.71 - $442.54 $3.79K - $4.43K
1.81K $786K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.24K
+ 3.18%
$50.39 - $50.66 $62.2K - $62.6K
40.1K $2.03M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
4.23K
+ 8.17%
$12.04 - $13.32 $50.9K - $56.3K
56K $703K
RSG
Republic Services, Inc.

Industrials
89
+ 7.47%
$200.09 - $242.16 $17.8K - $21.6K
1.28K $309K
XP
Xp Inc.

Financial Services
924
+ 3.33%
$11.05 - $15.69 $10.2K - $14.5K
28.7K $394K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
312
+ 2.03%
$9.49 - $14.83 $2.96K - $4.63K
15.7K $214K
NGG
National Grid PLC

Utilities
532
+ 11.76%
$56.13 - $65.61 $29.9K - $34.9K
5.05K $331K
KLAC
Kla Corp

Technology
40
+ 5.77%
$636.62 - $777.63 $25.5K - $31.1K
733 $498K
PZZA
Papa Johns International Inc

Consumer Cyclical
1.39K
+ 23.14%
$36.01 - $51.28 $50.1K - $71.3K
7.4K $303K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
2.15K
+ 11.96%
$41.45 - $46.58 $89K - $100K
20.1K $857K
VDE
Vanguard Energy ETF

ETFs
80
+ 1.59%
$119.14 - $132.76 $9.53K - $10.6K
5.11K $662K
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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