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
FYC
First Trust Small Cap Growth A

ETFs
416
+ 11.71%
$68.13 - $80.57 $28.3K - $33.5K
3.97K $272K
RMD
Resmed Inc

Healthcare
36
+ 1.42%
$219.7 - $257.65 $7.91K - $9.28K
2.57K $575K
ARGX
Argenx Se

Healthcare
6
+ 1.55%
$571.0 - $671.75 $3.43K - $4.03K
392 $232K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
87
+ 1.02%
$22.77 - $24.73 $1.98K - $2.15K
8.64K $200K
LEU
Centrus Energy Corp

Energy
136
+ 4.18%
$62.21 - $119.74 $8.46K - $16.3K
3.39K $210K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
281
+ 4.02%
$28.08 - $32.97 $7.89K - $9.26K
7.27K $209K
RIG
Transocean Ltd.

Energy
2.8K
+ 9.31%
$2.67 - $4.28 $7.48K - $12K
32.9K $104K
WMS
Advanced Drainage Systems, Inc.

Industrials
125
+ 3.89%
$105.29 - $126.99 $13.2K - $15.9K
3.34K $363K
NDSN
Nordson Corp

Industrials
29
+ 1.56%
$200.12 - $224.07 $5.8K - $6.5K
1.89K $381K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
341
+ 3.35%
$51.6 - $58.13 $17.6K - $19.8K
10.5K $555K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
90
+ 1.48%
$34.5 - $38.9 $3.11K - $3.5K
6.18K $213K
ODFL
Old Dominion Freight Line, Inc.

Industrials
88
+ 3.79%
$161.13 - $209.29 $14.2K - $18.4K
2.41K $398K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
192
+ 1.1%
$24.88 - $26.85 $4.78K - $5.16K
17.7K $447K
GWW
W.W. Grainger, Inc.

Industrials
28
+ 4.61%
$953.54 - $1132.42 $26.7K - $31.7K
636 $628K
SNOW
Snowflake Inc.

Technology
46
+ 1.92%
$146.16 - $192.78 $6.72K - $8.87K
2.45K $357K
GTX
Garrett Motion Inc.

Consumer Cyclical
89
+ 0.42%
$8.18 - $9.99 $728 - $889
21.3K $177K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
120
+ 1.33%
$27.52 - $33.6 $3.3K - $4.03K
9.15K $272K
FDS
Factset Research Systems Inc

Financial Services
26
+ 2.47%
$427.5 - $476.51 $11.1K - $12.4K
1.08K $491K
TXT
Textron Inc

Industrials
160
+ 2.45%
$70.19 - $81.2 $11.2K - $13K
6.68K $482K
WABC
Westamerica Bancorporation

Financial Services
6
+ 0.07%
$49.12 - $52.43 $295 - $315
8.89K $449K
DEO
Diageo PLC

Consumer Defensive
517
+ 16.39%
$104.79 - $126.12 $54.2K - $65.2K
3.67K $384K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
31
+ 1.28%
$154.39 - $176.55 $4.79K - $5.47K
2.45K $384K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
20
+ 0.16%
$48.02 - $53.02 $960 - $1.06K
12.8K $635K
HLI
Houlihan Lokey, Inc.

Financial Services
68
+ 2.86%
$154.43 - $187.4 $10.5K - $12.7K
2.45K $395K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
341
+ 2.2%
$8.4 - $10.21 $2.86K - $3.48K
15.8K $133K
ISRG
Intuitive Surgical Inc

Healthcare
53
+ 3.18%
$476.63 - $610.45 $25.3K - $32.4K
1.72K $851K
QTEC
First Trust Nasdaq 100 Technol

ETFs
140
+ 4.74%
$173.56 - $210.67 $24.3K - $29.5K
3.1K $537K
WEN
Wendy'S CO

Consumer Cyclical
25
+ 0.22%
$14.17 - $16.17 $354 - $404
11.4K $167K
UPS
United Parcel Service Inc

Industrials
1.22K
+ 12.67%
$109.66 - $136.26 $134K - $166K
10.9K $1.19M
SMG
Scotts Miracle Gro CO

Basic Materials
370
+ 9.75%
$54.76 - $77.7 $20.3K - $28.7K
4.16K $228K
MEDP
Medpace Holdings, Inc.

Healthcare
31
+ 2.44%
$304.69 - $360.97 $9.45K - $11.2K
1.3K $397K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
603
+ 6.85%
$73.27 - $96.21 $44.2K - $58K
9.4K $689K
QLYS
Qualys, Inc.

Technology
103
+ 3.68%
$121.57 - $147.7 $12.5K - $15.2K
2.9K $365K
WDAY
Workday, Inc.

Technology
165
+ 6.01%
$233.53 - $277.82 $38.5K - $45.8K
2.91K $680K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
68
+ 1.84%
$81.1 - $94.7 $5.51K - $6.44K
3.77K $305K
FINX
Global X Fds Fintech ETF (De)

ETFs
178
+ 2.0%
$27.43 - $33.5 $4.88K - $5.96K
9.1K $250K
AQST
Aquestive Therapeutics, Inc.

Healthcare
1K
+ 2.0%
$2.54 - $3.75 $2.54K - $3.75K
51K $147K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
492
+ 3.83%
$23.71 - $27.77 $11.7K - $13.7K
13.3K $316K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
26
+ 3.91%
$634.14 - $744.83 $16.5K - $19.4K
691 $438K
NXPI
Nxp Semiconductors N.V.

Technology
52
+ 1.88%
$189.99 - $245.86 $9.88K - $12.8K
2.81K $534K
FV
First Trust Dorsey Wright Focu

ETFs
842
+ 3.95%
$53.91 - $63.03 $45.4K - $53.1K
22.2K $1.22M
DOV
Dover Corp

Industrials
3
+ 0.07%
$174.65 - $206.43 $524 - $619
4.07K $715K
CDNS
Cadence Design Systems Inc

Technology
55
+ 3.8%
$233.96 - $324.52 $12.9K - $17.8K
1.5K $382K
GNRC
Generac Holdings Inc.

Industrials
182
+ 6.54%
$126.65 - $164.06 $23.1K - $29.9K
2.96K $375K
ETN
Eaton Corp PLC

Industrials
196
+ 9.87%
$271.83 - $371.23 $53.3K - $72.8K
2.18K $593K
INFY
Infosys LTD

Technology
446
+ 1.98%
$18.06 - $22.89 $8.05K - $10.2K
23K $418K
SCHX
Schwab Strategic Tr Us Large C

ETFs
177
+ 0.25%
$21.75 - $24.28 $3.85K - $4.3K
71.9K $1.59M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
770
+ 1.59%
$18.72 - $21.24 $14.4K - $16.4K
49.1K $920K
SMR
Nuscale Power Corp

Industrials
1.12K
+ 4.23%
$14.16 - $29.08 $15.8K - $32.5K
27.6K $390K
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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