Financial Advocates Investment Management Incresed Positions in Q4 2024

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
64.8K
+ 3675.72%
$216.72 - $244.71 $14M - $15.9M
66.6K $15.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
198K
+ 209.17%
$51.54 - $52.55 $10.2M - $10.4M
293K $15.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
99.6K
+ 352.02%
$50.73 - $51.08 $5.05M - $5.09M
128K $6.51M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
108K
+ 265.07%
$45.07 - $47.1 $4.85M - $5.07M
148K $6.7M
IVV
Ishares Core S&P 500 ETF

ETFs
6.82K
+ 36.59%
$570.51 - $610.59 $3.89M - $4.16M
25.5K $15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
49.7K
+ 45.83%
$71.75 - $75.11 $3.57M - $3.74M
158K $11.4M
SPYG
Spdr Portfolio

ETFs
15.9K
+ 4.45%
$81.74 - $91.38 $1.3M - $1.45M
373K $32.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
85.6K
+ 214.18%
$31.23 - $33.51 $2.67M - $2.87M
126K $3.95M
VTI
Vanguard Total Stock Market Et

ETFs
6.27K
+ 6.51%
$280.04 - $302.45 $1.76M - $1.9M
103K $29.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.21K
+ 9.9%
$481.22 - $538.17 $1.54M - $1.73M
35.6K $18.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
38.9K
+ 21.9%
$46.94 - $51.62 $1.82M - $2.01M
216K $10.8M
FTSL
First Trust Senior Ln Fund

ETFs
47.9K
+ 460.61%
$45.9 - $46.48 $2.2M - $2.23M
58.3K $2.7M
MBB
Ishares Tr

ETFs
27.7K
+ 27.41%
$91.26 - $95.82 $2.53M - $2.66M
129K $11.8M
VIG
Vanguard Dividend Appreciation

ETFs
10.7K
+ 25.23%
N/A
53.1K $9.68M
IVE
Ishares S&P 500 Value ETF

ETFs
12.1K
+ 18.51%
$189.5 - $206.17 $2.28M - $2.49M
77.2K $14.7M
EFG
Msci Eafe Growth ETF

ETFs
19.2K
+ 736.68%
$96.83 - $106.88 $1.86M - $2.05M
21.8K $2.11M
EFV
Msci Eafe Value ETF

ETFs
33.2K
+ 1398.36%
$51.78 - $57.15 $1.72M - $1.9M
35.6K $1.87M
TLT
Ishares Barclays 20+ Year Trea

ETFs
21.7K
+ 110.33%
$87.1 - $98.49 $1.89M - $2.13M
41.3K $3.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.97K
+ 2.07%
$129.96 - $144.97 $385K - $430K
146K $20.4M
AVGO
Broadcom Inc.

Technology
1.79K
+ 10.09%
$159.67 - $250.0 $285K - $447K
19.5K $4.52M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
37.6K
+ 28.79%
$35.45 - $40.33 $1.33M - $1.52M
168K $6.02M
BA
Boeing CO

Industrials
2.47K
+ 8.23%
$138.14 - $180.72 $342K - $447K
32.5K $5.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.01%
$567.81 - $607.81 $2.84K - $3.04K
91.4K $53.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
21.3K
+ 84.3%
$50.23 - $50.46 $1.07M - $1.08M
46.6K $2.35M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
24K
+ 337.08%
$39.86 - $46.0 $955K - $1.1M
31.1K $1.3M
XLI
Industrial Sector Spdr

ETFs
8.15K
+ 51.72%
$131.76 - $143.99 $1.07M - $1.17M
23.9K $3.15M
XLF
Financial Sector Spdr

ETFs
17K
+ 30.45%
$44.89 - $51.34 $762K - $872K
72.7K $3.52M
GOOG
Alphabet Inc.

Communication Services
1.41K
+ 4.59%
$163.08 - $198.16 $229K - $278K
32K $6.1M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
10.1K
+ 8.54%
$99.0 - $99.5 $999K - $1M
128K $12.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
57.9K
+ 6.08%
$22.39 - $23.45 $1.3M - $1.36M
1.01M $23.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.62K
+ 8.22%
$198.04 - $221.51 $519K - $580K
34.5K $7.26M
ITA
Ishares Tr

ETFs
6.19K
+ 40.36%
$144.31 - $157.31 $893K - $974K
21.5K $3.13M
AOM
Ishares Tr Core Moderate Alloc

ETFs
21.2K
+ 34.82%
$43.44 - $45.05 $921K - $955K
82.1K $3.57M
VB
Vanguard Small Cap ETF

ETFs
3.25K
+ 29.03%
$233.76 - $261.58 $759K - $849K
14.4K $3.47M
PWR
Quanta Services, Inc.

Industrials
2.15K
+ 30.85%
$296.05 - $346.6 $635K - $743K
9.1K $2.88M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15.8K
+ 310.48%
$50.67 - $50.9 $799K - $802K
20.8K $1.06M
MLPA
Global X Mlp ETF

ETFs
15.5K
+ 73.96%
$47.44 - $52.61 $735K - $815K
36.4K $1.8M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
24.9K
+ 55.46%
$29.73 - $30.81 $740K - $767K
69.8K $2.13M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
16.8K
+ 69.5%
$52.1 - $57.26 $876K - $963K
41K $2.14M
COP
Conocophillips

Energy
7.74K
+ 201.77%
$95.12 - $114.72 $736K - $888K
11.6K $1.15M
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.1K
+ 67.09%
$153.8 - $176.52 $631K - $724K
10.2K $1.69M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
36.7K
+ 18.44%
$56.27 - $69.89 $2.06M - $2.56M
236K $13.4M
PANW
Palo Alto Networks Inc

Technology
8.5K
+ 158.46%
$181.96 - $405.9 $1.55M - $3.45M
13.9K $2.52M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.52K
+ 16.02%
$89.97 - $98.59 $497K - $545K
40K $3.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.9K
+ 17.75%
$201.32 - $217.44 $585K - $631K
19.3K $3.99M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.7K
+ 2.76%
$61.68 - $67.87 $660K - $726K
399K $24.9M
JPM
Jpmorgan Chase & CO

Financial Services
256
+ 1.27%
$205.18 - $250.29 $52.5K - $64.1K
20.4K $4.89M
HYG
Ishares Tr

ETFs
8.21K
+ 134.42%
$78.09 - $80.04 $641K - $657K
14.3K $1.13M
CRM
Salesforce, Inc.

Technology
199
+ 2.22%
$270.87 - $367.87 $53.9K - $73.2K
9.17K $3.06M
Activity Summary
Buys All Purchases 371 New Holdings 54 Increased Positions 317 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 6 Puts 6
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