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
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.4K
+ 6.86%
$28.21 - $28.85 $265K - $271K
146K $4.21M
ETN
Eaton Corp PLC

Industrials
308
+ 14.12%
$246.52 - $356.99 $75.9K - $110K
2.49K $888K
PSLV
Sprott Physical Silver Trust

Financial Services
17.5K
+ 20.51%
$9.98 - $12.51 $175K - $219K
103K $1.26M
NVS
Novartis Ag

Healthcare
1.96K
+ 84.24%
$101.96 - $121.01 $199K - $237K
4.28K $517K
SPMD
Spdr Portfolio

ETFs
2.98K
+ 12.48%
$44.89 - $54.38 $134K - $162K
26.8K $1.46M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.8K
+ 14.51%
$72.61 - $88.75 $131K - $160K
14.2K $1.26M
RELX
Relx PLC

Communication Services
3.38K
+ 53.87%
$45.31 - $55.66 $153K - $188K
9.64K $524K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
923
+ 1.71%
$33.42 - $40.68 $30.8K - $37.5K
54.9K $2.23M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
379
+ 5.14%
$40.51 - $71.03 $15.4K - $26.9K
7.75K $544K
BROS
Dutch Bros Inc.

Consumer Cyclical
433
+ 1.83%
$51.37 - $73.72 $22.2K - $31.9K
24.1K $1.65M
PULS
Pgim ETF Tr

ETFs
3.36K
+ 12.81%
$49.39 - $49.76 $166K - $167K
29.6K $1.47M
TOST
Toast, Inc.

Technology
170
+ 1.33%
$30.03 - $45.23 $5.11K - $7.69K
13K $575K
BWXT
Bwx Technologies, Inc.

Industrials
340
+ 16.55%
$89.24 - $144.06 $30.3K - $49K
2.39K $344K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.96K
+ 6.81%
$83.97 - $92.85 $248K - $275K
46.4K $4.1M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
2.93K
+ 28.08%
$27.43 - $34.32 $80.3K - $100K
13.3K $457K
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.06K
+ 2.39%
$29.82 - $30.19 $121K - $123K
174K $5.25M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
4.53K
+ 24.77%
$23.33 - $24.01 $106K - $109K
22.8K $547K
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.32K
+ 7.26%
$29.07 - $29.38 $96.6K - $97.6K
49.1K $1.44M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.78K
+ 6.56%
$27.29 - $29.28 $75.9K - $81.4K
45.2K $1.32M
TER
Teradyne, Inc

Technology
782
+ 20.2%
$67.96 - $91.05 $53.1K - $71.2K
4.65K $418K
ISMD
Northern Lts Fd Tr Iv

ETFs
1.41K
+ 4.67%
$29.72 - $35.6 $42K - $50.3K
31.7K $1.13M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
130
+ 2.58%
$83.67 - $109.12 $10.9K - $14.2K
5.16K $563K
GTO
Invesco Actively Managed ETF T

ETFs
1.74K
+ 15.43%
$45.73 - $47.2 $79.4K - $81.9K
13K $608K
PZZA
Papa Johns International Inc

Consumer Cyclical
226
+ 3.06%
$30.45 - $51.79 $6.88K - $11.7K
7.62K $373K
FINX
Global X Fds Fintech ETF (De)

ETFs
280
+ 3.08%
$24.27 - $34.22 $6.8K - $9.58K
9.38K $320K
SMG
Scotts Miracle Gro CO

Basic Materials
287
+ 6.89%
$48.21 - $66.48 $13.8K - $19.1K
4.45K $293K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.11K
+ 7.71%
$30.29 - $30.83 $63.9K - $65K
29.5K $908K
GNRC
Generac Holdings Inc.

Industrials
110
+ 3.71%
$101.92 - $143.21 $11.2K - $15.8K
3.07K $440K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
137
+ 0.77%
$27.24 - $33.15 $3.73K - $4.54K
17.9K $590K
TXT
Textron Inc

Industrials
44
+ 0.66%
$60.72 - $80.34 $2.67K - $3.53K
6.72K $539K
ODFL
Old Dominion Freight Line, Inc.

Industrials
382
+ 15.86%
$146.74 - $176.07 $56.1K - $67.3K
2.79K $452K
IWX
Ishares Tr Russell 200 Value E

ETFs
541
+ 17.9%
$73.26 - $84.19 $39.6K - $45.5K
3.56K $300K
HDGE
Advisorshares Tr Ranger Equity

ETFs
3.5K
+ 31.65%
$16.88 - $19.69 $59K - $68.9K
14.6K $246K
RCAT
Red Cat Holdings, Inc.

Technology
5.05K
+ 59.3%
$4.66 - $9.19 $23.5K - $46.4K
13.6K $98K
RODM
Hartford Multifactor Developed

ETFs
677
+ 8.38%
$28.23 - $34.22 $19.1K - $23.2K
8.76K $298K
CATH
Global X Fds Global X S&P 500

ETFs
183
+ 4.72%
$59.85 - $75.45 $11K - $13.8K
4.06K $306K
EPI
Wisdomtree Tr India Earnings F

ETFs
182
+ 1.97%
$41.3 - $47.52 $7.52K - $8.65K
9.42K $447K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
342
+ 6.11%
$66.87 - $79.47 $22.9K - $27.2K
5.94K $471K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
183
+ 1.43%
$37.78 - $44.9 $6.91K - $8.22K
13K $581K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.17K
+ 6.61%
$24.61 - $25.89 $28.8K - $30.3K
18.9K $486K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.06K
+ 4.16%
$8.65 - $10.52 $9.19K - $11.2K
26.6K $280K
TPHD
Timothy Plan High Divid Stk Et

ETFs
582
+ 1.15%
$32.99 - $38.01 $19.2K - $22.1K
51.4K $1.94M
DFAI
Dimensional ETF Tr

ETFs
99
+ 1.24%
$28.02 - $34.71 $2.77K - $3.44K
8.07K $278K
NFG
National Fuel Gas CO

Energy
17
+ 0.36%
$73.0 - $86.01 $1.24K - $1.46K
4.76K $403K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
297
+ 0.3%
$28.18 - $29.22 $8.37K - $8.68K
98.9K $2.89M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
369
+ 16.83%
$212.1 - $244.27 $78.3K - $90.1K
2.56K $559K
DFAX
Dimensional ETF Tr
62
+ 0.84%
$23.37 - $29.39 $1.45K - $1.82K
7.48K $219K
A
Agilent Technologies, Inc.

Healthcare
184
+ 5.91%
$99.29 - $120.52 $18.3K - $22.2K
3.3K $389K
CHY
Calamos Convertible & High Income Fund

Financial Services
141
+ 0.59%
$9.18 - $10.99 $1.29K - $1.55K
24.1K $264K
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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