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
SNA
Snap On Inc

Industrials
83
+ 2.53%
$324.09 - $358.62 $26.9K - $29.8K
3.37K $1.13M
JKHY
Henry Jack & Associates Inc

Technology
3
+ 0.12%
$166.47 - $191.28 $499 - $574
2.6K $473K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
324
+ 2.19%
$39.61 - $42.65 $12.8K - $13.8K
15.1K $617K
ACGL
Arch Capital Group Ltd.

Financial Services
36
+ 1.07%
$88.13 - $96.94 $3.17K - $3.49K
3.41K $328K
IBN
Icici Bank LTD

Financial Services
14
+ 0.16%
$27.55 - $31.67 $386 - $443
8.7K $274K
ROBO
Robo Global Robotics And Autom

ETFs
642
+ 17.62%
$51.5 - $60.89 $33.1K - $39.1K
4.29K $220K
ADSK
Autodesk, Inc.

Technology
59
+ 2.94%
N/A
2.07K $508K
LPLA
Lpl Financial Holdings Inc.

Financial Services
42
+ 5.04%
$308.87 - $383.33 $13K - $16.1K
876 $286K
RIO
Rio Tinto PLC

Basic Materials
37
+ 0.38%
$58.19 - $64.29 $2.15K - $2.38K
9.69K $581K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
7
+ 0.09%
$52.31 - $54.02 $366 - $378
7.87K $424K
XLB
Select Sector Spdr Fd Material

ETFs
34
+ 0.6%
$83.19 - $90.99 $2.83K - $3.09K
5.66K $486K
LOGI
Logitech International S.A.

Technology
13
+ 0.24%
$81.64 - $105.06 $1.06K - $1.37K
5.45K $459K
RACE
Ferrari N.V.

Consumer Cyclical
5
+ 0.2%
$413.73 - $508.15 $2.07K - $2.54K
2.47K $1.06M
MPWR
Monolithic Power Systems Inc

Technology
29
+ 4.43%
$565.7 - $720.25 $16.4K - $20.9K
683 $396K
FISV
Fiserv Inc

Technology
68
+ 1.07%
N/A
6.4K $801K
GGG
Graco Inc

Industrials
104
+ 2.13%
$80.53 - $87.54 $8.38K - $9.1K
4.98K $416K
FPE
First Tr Pfd Secs & Income ETF

ETFs
315
+ 2.62%
$17.53 - $17.87 $5.52K - $5.63K
12.3K $217K
OKE
Oneok Inc

Energy
121
+ 1.72%
$89.57 - $109.85 $10.8K - $13.3K
7.15K $709K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
91
+ 4.73%
$119.84 - $136.1 $10.9K - $12.4K
2.02K $243K
CNQ
Canadian Natural Resources LTD

Energy
115
+ 0.72%
$26.72 - $32.74 $3.07K - $3.77K
16.1K $494K
DBA
Invesco Db Agriculture Fund

ETFs
627
+ 1.15%
$26.05 - $28.38 $16.3K - $17.8K
55.1K $1.45M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
33
+ 0.4%
$49.42 - $50.43 $1.63K - $1.66K
8.29K $414K
MCO
Moodys Corp

Financial Services
19
+ 1.93%
$437.8 - $527.48 $8.32K - $10K
1.01K $468K
APH
Amphenol Corp

Technology
408
+ 6.23%
$61.62 - $78.55 $25.1K - $32K
6.95K $456K
RWR
Spdr Dow Jones Reit ETF

ETFs
4
+ 0.07%
$95.15 - $104.06 $381 - $416
6.02K $596K
FCX
Freeport Mcmoran Inc

Basic Materials
95
+ 0.88%
$34.5 - $43.01 $3.28K - $4.09K
10.9K $411K
CPRT
Copart Inc

Consumer Cyclical
208
+ 1.55%
$52.3 - $59.83 $10.9K - $12.4K
13.6K $770K
CPNG
Coupang, Inc.

Consumer Cyclical
26
+ 0.16%
$21.34 - $25.52 $555 - $664
15.8K $347K
JGRO
J P Morgan Exchange Traded Fd
15.9K
+ 9.36%
N/A
186K $0
Amplify ETF Tr
9.1K
+ 270.97%
N/A
12.5K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
2.52K
+ 10.59%
N/A
26.3K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
1.01K
+ 8.97%
N/A
12.2K $0
Global X Fds
3.72K
+ 16.63%
N/A
26.1K $0
Nano Nuclear Energy Inc
1.53K
+ 17.3%
N/A
10.3K $0
Franklin Templeton ETF Tr
1.63K
+ 8.29%
N/A
21.2K $0
J P Morgan Exchange Traded F
9.19K
+ 36.01%
N/A
34.7K $0
CGMS
Capital Grp Core Plus Income E
816
+ 4.8%
N/A
17.8K $0
Northern Lts Fd Tr Iv
262
+ 12.39%
N/A
2.38K $0
NU
Nu Holdings Ltd.

Financial Services
388
+ 1.17%
$10.12 - $13.95 $3.93K - $5.41K
33.5K $343K
Destiny Tech100 Inc
634
+ 7.01%
N/A
9.68K $0
Wells Fargo CO New
2
+ 1.14%
N/A
177 $0
Ab Active Etfs Inc
5.69K
+ 7.32%
N/A
83.4K $0
Blackrock ETF Trust Ii
613
+ 3.18%
N/A
19.9K $0
Lam Research Corp
4
+ 0.04%
N/A
10.7K $0
Cava Group Inc
476
+ 11.16%
N/A
4.74K $0
Pgim ETF Tr
1.98K
+ 13.29%
N/A
16.9K $0
Kenvue Inc
594
+ 1.56%
N/A
38.7K $0
Capital Group Core Balanced
22.7K
+ 149.15%
N/A
38K $0
ICVT
Ishares Tr Convertible Bond Et

ETFs
36
+ 1.07%
$83.18 - $89.27 $2.99K - $3.21K
3.4K $284K
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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