Financial Advocates Investment Management Incresed Positions 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
MSFT
Microsoft Corp

Technology
24K
+ 83.65%
$354.56 - $497.45 $8.51M - $11.9M
52.7K $26.2M
IWM
Ishares Russell 2000 ETF

ETFs
50.3K
+ 1257.73%
$174.82 - $215.79 $8.79M - $10.8M
54.3K $11.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
85.8K
+ 203.91%
$45.12 - $46.23 $3.87M - $3.96M
128K $5.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.7K
+ 15.04%
$152.42 - $182.82 $2.24M - $2.68M
112K $20.5M
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
IGF
Ishares Global Infrastructure

ETFs
45K
+ 64.91%
$50.55 - $59.83 $2.28M - $2.69M
114K $6.77M
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
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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
26.2K
+ 34.49%
$49.57 - $50.27 $1.3M - $1.32M
102K $5.14M
MBB
Ishares Tr

ETFs
11.5K
+ 7.48%
$91.41 - $94.22 $1.05M - $1.09M
166K $15.6M
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
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
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
AOA
Ishares Tr Core Aggressive All

ETFs
2.01K
+ 2.9%
$69.46 - $83.4 $140K - $168K
71.3K $5.94M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.89K
+ 20.07%
$66.89 - $111.18 $126K - $210K
11.3K $1.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.19K
+ 17.19%
$39.89 - $49.46 $287K - $356K
49K $2.42M
VO
Vanguard Mid Cap ETF

ETFs
1.25K
+ 15.43%
$228.54 - $279.83 $285K - $349K
9.34K $2.61M
BIBL
Northern Lts Fd Tr Iv

ETFs
3.4K
+ 2.8%
$33.5 - $41.33 $114K - $141K
125K $5.15M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
9.32K
+ 202.06%
$49.18 - $50.17 $458K - $468K
13.9K $699K
HWM
Howmet Aerospace Inc.

Industrials
1.14K
+ 31.41%
$112.33 - $186.13 $129K - $213K
4.79K $890K
LEU
Centrus Energy Corp

Energy
46
+ 1.36%
$54.43 - $208.81 $2.5K - $9.61K
3.43K $628K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.41K
+ 4.84%
$43.53 - $54.46 $105K - $131K
52.2K $2.85M
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
11.7K
+ 161.1%
$26.26 - $33.0 $307K - $386K
19K $625K
FAST
Fastenal CO

Industrials
12K
+ 323.42%
$40.65 - $83.16 $487K - $997K
15.7K $659K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
19.5K
+ 14.63%
$14.97 - $16.79 $292K - $327K
153K $2.55M
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.98K
+ 3.45%
$41.55 - $46.04 $124K - $137K
89.5K $4.12M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
9.69K
+ 65.87%
$26.18 - $30.91 $254K - $299K
24.4K $734K
DGRO
Ishares Core Dividend Growth E

ETFs
2.82K
+ 4.63%
$55.22 - $63.94 $155K - $180K
63.7K $4.07M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
7.72K
+ 43.46%
$35.4 - $41.9 $273K - $323K
25.5K $1.04M
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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