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
RIVN
Rivian Automotive, Inc.

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

ETFs
305
+ 1.26%
$126.11 - $135.06 $38.5K - $41.2K
24.6K $3.17M
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
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
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
332
+ 0.62%
$36.86 - $39.26 $12.2K - $13K
54K $2.04M
ENB
Enbridge Inc

Energy
330
+ 1.66%
$41.54 - $45.45 $13.7K - $15K
20.3K $897K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
869
+ 4.17%
$50.72 - $50.92 $44.1K - $44.2K
21.7K $1.1M
SYK
Stryker Corp

Healthcare
11
+ 0.34%
$355.18 - $399.9 $3.91K - $4.4K
3.26K $1.21M
XEL
Xcel Energy Inc

Utilities
163
+ 1.67%
$63.37 - $72.1 $10.3K - $11.8K
9.91K $701K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
575
+ 3.6%
$44.68 - $46.49 $25.7K - $26.7K
16.6K $766K
MO
Altria Group, Inc.

Consumer Defensive
105
+ 2.36%
$50.81 - $60.02 $5.34K - $6.3K
4.56K $273K
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.16K
+ 4.45%
$168.16 - $186.21 $700K - $775K
97.6K $16.7M
DVYE
Ishares Emerging Markets Divid

ETFs
480
+ 2.73%
$25.08 - $27.99 $12K - $13.4K
18.1K $493K
VHT
Vanguard Health Care ETF

ETFs
66
+ 3.41%
$254.06 - $273.83 $16.8K - $18.1K
2K $529K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
220
+ 2.31%
$45.62 - $51.12 $10K - $11.2K
9.74K $495K
STE
Steris PLC

Healthcare
38
+ 2.85%
$202.46 - $232.74 $7.69K - $8.84K
1.37K $311K
SHW
Sherwin Williams CO

Basic Materials
54
+ 2.91%
$330.16 - $365.55 $17.8K - $19.7K
1.91K $666K
EQIX
Equinix Inc

Real Estate
192
+ 20.36%
$803.0 - $959.97 $154K - $184K
1.14K $925K
EPI
Wisdomtree Tr India Earnings F

ETFs
1.13K
+ 13.86%
$40.08 - $45.85 $45.1K - $51.6K
9.24K $403K
PPA
Invesco Exchange Traded Fd Tr

ETFs
118
+ 1.1%
$113.59 - $123.29 $13.4K - $14.5K
10.8K $1.26M
TRV
Travelers Companies, Inc.

Financial Services
33
+ 3.19%
$232.43 - $265.13 $7.67K - $8.75K
1.07K $281K
PAC
Pacific Airport Group

Industrials
37
+ 1.49%
$178.82 - $203.81 $6.62K - $7.54K
2.52K $468K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
639
+ 12.9%
$75.47 - $84.24 $48.2K - $53.8K
5.59K $430K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
150
+ 0.85%
$28.25 - $31.5 $4.24K - $4.73K
17.8K $531K
SPGI
S&P Global Inc.

Financial Services
30
+ 1.66%
$478.26 - $543.77 $14.3K - $16.3K
1.83K $931K
TSCO
Tractor Supply CO

Consumer Cyclical
35
+ 0.23%
$51.66 - $57.94 $1.81K - $2.03K
15.6K $858K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
107
+ 0.83%
$47.08 - $50.67 $5.04K - $5.42K
13K $650K
KNSL
Kinsale Capital Group, Inc.

Financial Services
17
+ 1.78%
$416.48 - $494.72 $7.08K - $8.41K
973 $473K
AON
Aon PLC

Financial Services
14
+ 2.43%
$348.44 - $409.32 $4.88K - $5.73K
590 $235K
VNQ
Vanguard Specialized Funds Van

ETFs
149
+ 1.41%
$85.55 - $94.34 $12.7K - $14.1K
10.7K $971K
HL
Hecla Mining CO

Basic Materials
5
+ 0.01%
$5.07 - $6.37 $25.4 - $31.9
42.8K $238K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
607
+ 2.52%
$62.72 - $71.92 $38.1K - $43.7K
24.7K $1.55M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.66K
+ 29.13%
$47.25 - $67.02 $78.6K - $111K
7.37K $350K
TXN
Texas Instruments Inc

Technology
132
+ 4.81%
N/A
2.88K $559K
SCCO
Southern Copper Corp

Basic Materials
166
+ 3.89%
$85.92 - $101.48 $14.3K - $16.8K
4.43K $414K
ENPH
Enphase Energy, Inc.

Technology
712
+ 23.25%
$52.87 - $73.51 $37.6K - $52.3K
3.77K $234K
RODM
Hartford Multifactor Developed

ETFs
114
+ 1.43%
$28.07 - $31.56 $3.2K - $3.6K
8.08K $250K
CGGO
Capital Group Global Growth Eq

ETFs
2.14K
+ 5.07%
$28.33 - $30.84 $60.5K - $65.9K
44.3K $1.26M
FAST
Fastenal CO

Industrials
28
+ 0.76%
$71.11 - $79.98 $1.99K - $2.24K
3.71K $287K
PMM
Putnam Managed Municipal Income Trust

Financial Services
3.19K
+ 18.51%
$5.99 - $6.38 $19.1K - $20.3K
20.4K $124K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.52K
+ 3.62%
$29.34 - $31.31 $74.1K - $79K
72.3K $2.15M
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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