Financial Advocates Investment Management Incresed Positions in Q1 2025

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.56K
+ 5.54%
$37.07 - $40.63 $169K - $185K
86.9K $3.42M
GEL
Genesis Energy LP

Energy
8.06K
+ 35.06%
$10.31 - $16.03 $83.1K - $129K
31K $487K
AJG
Arthur J. Gallagher & Co.

Financial Services
96
+ 2.8%
$275.89 - $345.24 $26.5K - $33.1K
3.53K $1.22M
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
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.53K
+ 5.96%
$59.78 - $60.03 $211K - $212K
62.8K $3.76M
IHDG
Wisdomtree Tr

ETFs
4.89K
+ 4.56%
$43.4 - $47.51 $212K - $232K
112K $4.86M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
22.7K
+ 20.48%
$16.57 - $18.85 $375K - $427K
133K $2.22M
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
PSLV
Sprott Physical Silver Trust

Financial Services
1.49K
+ 1.77%
$9.86 - $11.68 $14.6K - $17.3K
85.3K $989K
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
DUK
Duke Energy Corp

Utilities
259
+ 3.03%
$105.87 - $121.97 $27.4K - $31.6K
8.81K $1.07M
MLPA
Global X Mlp ETF

ETFs
157
+ 0.43%
$49.83 - $54.53 $7.82K - $8.56K
36.6K $1.95M
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
MNST
Monster Beverage Corp

Consumer Defensive
299
+ 1.83%
$46.16 - $58.58 $13.8K - $17.5K
16.7K $974K
SO
Southern CO

Utilities
255
+ 2.69%
$80.96 - $92.96 $20.6K - $23.7K
9.74K $895K
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
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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