Financial Advocates Investment Management Incresed Positions in Q3 2024

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
1.48K
+ 2.18%
$38.89 - $45.0 $57.4K - $66.5K
69.2K $3.11M
UNP
Union Pacific Corp

Industrials
110
+ 0.77%
$221.78 - $256.09 $24.4K - $28.2K
14.5K $3.56M
RTX
Raytheon Technologies Corp

Industrials
68
+ 0.47%
$99.55 - $123.34 $6.77K - $8.39K
14.5K $1.75M
ORCL
Oracle Corp

Technology
885
+ 16.84%
$125.9 - $170.35 $111K - $151K
6.14K $1.05M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.01K
+ 21.27%
$31.18 - $33.5 $219K - $235K
40K $1.33M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.52K
+ 11.04%
$113.41 - $125.62 $172K - $191K
15.3K $1.92M
WMT
Walmart Inc.

Consumer Defensive
464
+ 2.46%
$66.91 - $81.4 $31K - $37.8K
19.3K $1.56M
GILD
Gilead Sciences, Inc.

Healthcare
665
+ 4.6%
$66.59 - $83.99 $44.3K - $55.9K
15.1K $1.27M
EQIX
Equinix Inc

Real Estate
212
+ 33.02%
$749.0 - $890.01 $159K - $189K
854 $758K
VBR
Vanguard Small Cap Value ETF

ETFs
200
+ 1.61%
$179.99 - $201.6 $36K - $40.3K
12.7K $2.54M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
13.1K
+ 44.87%
$11.57 - $14.32 $152K - $188K
42.4K $600K
LDOS
Leidos Holdings, Inc.

Technology
1.32K
+ 57.8%
$142.66 - $163.02 $188K - $215K
3.6K $587K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.46K
+ 8.99%
$85.03 - $94.56 $124K - $138K
17.7K $1.65M
WEC
Wec Energy Group, Inc.

Utilities
1.85K
+ 47.14%
$77.68 - $96.19 $144K - $178K
5.77K $555K
ACWI
Ishares Msci Acwi ETF

ETFs
1.21K
+ 8.51%
$107.24 - $119.84 $130K - $145K
15.4K $1.84M
BLK
Black Rock Inc.

Financial Services
7
+ 0.48%
$782.27 - $949.51 $5.48K - $6.65K
1.47K $1.4M
BX
Blackstone Inc.

Financial Services
372
+ 5.9%
$120.77 - $159.66 $44.9K - $59.4K
6.68K $1.02M
DE
Deere & CO

Industrials
183
+ 5.02%
$344.84 - $418.0 $63.1K - $76.5K
3.83K $1.6M
BMY
Bristol Myers Squibb CO

Healthcare
1.23K
+ 7.41%
$39.66 - $51.75 $48.7K - $63.5K
17.8K $921K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.02%
$39.15 - $46.02 $392 - $460
41.1K $1.88M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.04K
+ 14.39%
$56.04 - $62.99 $171K - $192K
24.2K $1.48M
KO
Coca Cola CO

Consumer Defensive
33
+ 0.12%
$62.69 - $73.01 $2.07K - $2.41K
27.2K $1.96M
HDV
Ishares Core High Dividend ETF

ETFs
947
+ 7.62%
$107.62 - $118.76 $102K - $112K
13.4K $1.57M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.1K
+ 15.73%
$28.1 - $29.89 $171K - $182K
44.9K $1.34M
IBB
Ishares Biotechnology ETF

ETFs
994
+ 11.09%
$135.09 - $149.47 $134K - $149K
9.96K $1.45M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.84K
+ 6.95%
$61.11 - $67.85 $112K - $125K
28.3K $1.92M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.05K
+ 34.08%
$49.93 - $51.15 $202K - $207K
15.9K $814K
PCM
Pcm Fund, Inc.

Financial Services
14K
+ 7.72%
$7.51 - $8.06 $105K - $113K
195K $1.56M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
479
+ 17.95%
$460.0 - $505.78 $220K - $242K
3.15K $1.46M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.43K
+ 49.83%
$66.56 - $75.11 $162K - $182K
7.3K $545K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9
+ 0.02%
$41.9 - $48.26 $377 - $434
51.7K $2.47M
SPMD
Spdr Portfolio

ETFs
2.45K
+ 10.6%
$50.29 - $54.92 $123K - $135K
25.6K $1.4M
RACE
Ferrari N.V.

Consumer Cyclical
81
+ 2.88%
$405.92 - $496.79 $32.9K - $40.2K
2.89K $1.36M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.93K
+ 8.06%
$33.74 - $37.96 $98.8K - $111K
39.3K $1.47M
PULS
Pgim ETF Tr

ETFs
3.9K
+ 15.35%
$49.47 - $49.8 $193K - $194K
29.3K $1.46M
FIW
First Trust Water ETF

ETFs
1.51K
+ 44.26%
$98.0 - $109.33 $148K - $165K
4.91K $536K
VGT
Vanguard Information Technolog

ETFs
269
+ 7.49%
$514.43 - $606.85 $138K - $163K
3.86K $2.26M
TAXF
American Centy ETF Tr Diversif

ETFs
3.08K
+ 9.52%
$50.16 - $51.43 $154K - $158K
35.4K $1.82M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
4.88K
+ 46.48%
$33.58 - $35.96 $164K - $175K
15.4K $547K
FEX
First Tr Large Cap Core Alphde

ETFs
772
+ 4.98%
$94.21 - $104.17 $72.7K - $80.4K
16.3K $1.69M
USFR
Wisdomtree Floating Rate Treas

ETFs
3.81K
+ 17.72%
$50.2 - $50.48 $191K - $192K
25.3K $1.27M
VOE
Vanguard Mid Cap Value Index F

ETFs
374
+ 5.05%
$149.02 - $167.67 $55.7K - $62.7K
7.79K $1.31M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.57K
+ 27.57%
$49.69 - $50.5 $177K - $180K
16.5K $833K
DEO
Diageo PLC

Consumer Defensive
1.16K
+ 61.5%
$120.02 - $140.77 $139K - $163K
3.03K $425K
NFLX
Netflix Inc

Communication Services
72
+ 1.82%
$598.55 - $722.26 $43.1K - $52K
4.02K $2.85M
VHT
Vanguard Health Care ETF

ETFs
406
+ 9.61%
$261.88 - $288.1 $106K - $117K
4.63K $1.31M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
280
+ 1.91%
$111.9 - $124.28 $31.3K - $34.8K
14.9K $1.84M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
300
+ 1.08%
$54.75 - $61.2 $16.4K - $18.4K
28.1K $1.72M
JPIE
J P Morgan Exchange Traded Fd
3.65K
+ 27.57%
$45.17 - $46.39 $165K - $169K
16.9K $783K
Activity Summary
Buys All Purchases 442 New Holdings 63 Increased Positions 379 Sells All Sells 284 Reductions 284 Sold out 0 Options Calls 4 Puts 6
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