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
DECK
Deckers Outdoor Corp

Consumer Cyclical
463
+ 15.74%
$100.44 - $129.37 $46.5K - $59.9K
3.4K $350K
FXU
First Tr Exchange Traded Fd Ut

ETFs
77
+ 0.6%
$37.86 - $43.29 $2.92K - $3.33K
12.9K $545K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
546
+ 22.09%
$225.56 - $335.19 $123K - $183K
3.02K $717K
HL
Hecla Mining CO

Basic Materials
5
+ 0.01%
$4.54 - $6.45 $22.7 - $32.3
42.9K $256K
AOS
Smith A O Corp

Industrials
175
+ 2.55%
$59.63 - $70.52 $10.4K - $12.3K
7.04K $461K
SYY
Sysco Corp

Consumer Defensive
47
+ 0.67%
$68.0 - $75.91 $3.2K - $3.57K
7.05K $533K
BKH
Black Hills Corp

Utilities
380
+ 11.4%
$55.66 - $61.75 $21.2K - $23.5K
3.71K $208K
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.45%
$276.76 - $326.81 $1.38K - $1.63K
1.12K $345K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
72
+ 2.77%
N/A
2.67K $199K
BITF
Bitfarms LTD

Financial Services
555
+ 3.86%
$0.68 - $1.16 $377 - $644
14.9K $12K
Rbb Fd Inc
2.77K
+ 55.65%
N/A
7.74K $0
Thomson Reuters Corp
1.3K
+ 96.36%
N/A
2.64K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
67
+ 0.79%
N/A
8.53K $0
Franklin Templeton ETF Tr
3.16K
+ 14.89%
N/A
24.4K $0
Destiny Tech100 Inc
277
+ 2.86%
N/A
9.96K $0
Wells Fargo CO New
1
+ 0.56%
N/A
178 $0
Global X Fds
2.65K
+ 10.15%
N/A
28.7K $0
Invesco Exch Traded Fd Tr Ii
438
+ 20.86%
N/A
2.54K $0
Super Micro Computer Inc
2.86K
+ 26.43%
N/A
13.7K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
6.69K
+ 25.38%
N/A
33K $0
Cava Group Inc
1.47K
+ 30.91%
N/A
6.21K $0
Pacer Fds Tr
2.97K
+ 5.2%
N/A
60.1K $0
Optex Sys Hldgs Inc
1.01K
+ 9.8%
N/A
11.3K $0
ALCC
Alt C Acquisition Corp.

Financial Services
455
+ 4.16%
N/A
11.4K $0
Blackrock ETF Trust
22.9K
+ 220.02%
N/A
33.3K $0
Blackrock ETF Trust Ii
6.83K
+ 34.32%
N/A
26.7K $0
Nano Nuclear Energy Inc
257
+ 2.49%
N/A
10.6K $0
Northern Lts Fd Tr Iv
1.56K
+ 65.82%
N/A
3.94K $0
PVI
Invesco Vrdo Tax Free ETF

ETFs
35
+ 0.38%
$24.64 - $24.97 $862 - $874
9.26K $229K
XYLD
Global X Fds S&P 500 Covered C

ETFs
200
+ 1.01%
$35.62 - $39.64 $7.12K - $7.93K
20K $779K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
110
+ 0.85%
$12.21 - $13.9 $1.34K - $1.53K
13K $169K
TTC
Toro CO

Industrials
21
+ 0.5%
$63.51 - $77.8 $1.33K - $1.63K
4.26K $300K
ALL
Allstate Corp

Financial Services
1
+ 0.07%
$180.53 - $212.64 $181 - $213
1.45K $291K
ED
Consolidated Edison Inc

Utilities
184
+ 6.67%
$98.05 - $113.3 $18K - $20.8K
2.94K $295K
MKC
Mccormick & CO Inc

Consumer Defensive
56
+ 1.96%
$71.11 - $82.25 $3.98K - $4.61K
2.92K $221K
WABC
Westamerica Bancorporation

Financial Services
7
+ 0.08%
$43.72 - $50.7 $306 - $355
8.89K $430K
UPS
United Parcel Service Inc

Industrials
772
+ 7.11%
$91.92 - $110.2 $71K - $85.1K
11.6K $1.17M
DVN
Devon Energy Corp

Energy
273
+ 3.17%
$26.8 - $37.92 $7.32K - $10.4K
8.88K $282K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
176
+ 0.64%
$68.13 - $74.77 $12K - $13.2K
27.7K $2.02M
MLPA
Global X Mlp ETF

ETFs
729
+ 1.99%
$46.47 - $54.16 $33.9K - $39.5K
37.3K $1.87M
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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