Financial Advocates Investment Management Incresed Positions in Q4 2024

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
34
+ 0.22%
$7.83 - $8.16 $266 - $277
15.2K $119K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
83
+ 0.98%
$23.75 - $25.68 $1.97K - $2.13K
8.55K $205K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
134
+ 1.05%
$23.29 - $23.93 $3.12K - $3.21K
12.9K $301K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
14
+ 0.19%
$77.23 - $82.11 $1.08K - $1.15K
7.3K $568K
DVN
Devon Energy Corp

Energy
1.98K
+ 17.9%
$30.52 - $42.96 $60.5K - $85.1K
13.1K $427K
QTEC
First Trust Nasdaq 100 Technol

ETFs
10
+ 0.34%
$185.87 - $204.12 $1.86K - $2.04K
2.96K $556K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
96
+ 0.58%
$49.74 - $50.43 $4.78K - $4.84K
16.6K $826K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
938
+ 4.29%
$19.47 - $20.95 $18.3K - $19.7K
22.8K $445K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
61
+ 1.06%
$38.96 - $43.28 $2.38K - $2.64K
5.83K $229K
IGF
Ishares Global Infrastructure

ETFs
3
+ 0.06%
$51.2 - $55.7 $154 - $167
5.01K $261K
BKH
Black Hills Corp

Utilities
2
+ 0.04%
$57.6 - $64.66 $115 - $129
4.83K $282K
CNI
Canadian National Railway CO

Industrials
446
+ 11.68%
$100.62 - $117.12 $44.9K - $52.2K
4.26K $432K
PSLV
Sprott Physical Silver Trust

Financial Services
4.91K
+ 6.22%
$9.65 - $11.76 $47.4K - $57.7K
83.8K $808K
AQST
Aquestive Therapeutics, Inc.

Healthcare
11K
+ 28.21%
$3.46 - $5.64 $38.1K - $62K
50K $177K
XPEL
Xpel, Inc.

Consumer Cyclical
47
+ 0.75%
$38.57 - $46.52 $1.81K - $2.19K
6.31K $252K
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.11K
+ 2.58%
$32.65 - $33.68 $167K - $172K
203K $6.65M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
126
+ 0.71%
$44.25 - $47.77 $5.58K - $6.02K
17.9K $801K
CB
Chubb LTD

Financial Services
71
+ 1.98%
$271.57 - $301.89 $19.3K - $21.4K
3.65K $1.01M
SPTL
Spdr Portfolio Long Term Treas

ETFs
320
+ 2.86%
$26.05 - $29.17 $8.34K - $9.33K
11.5K $300K
WMS
Advanced Drainage Systems, Inc.

Industrials
703
+ 27.96%
$114.63 - $163.52 $80.6K - $115K
3.22K $371K
DEO
Diageo PLC

Consumer Defensive
121
+ 3.99%
$118.0 - $139.88 $14.3K - $16.9K
3.15K $400K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
114
+ 1.28%
$30.42 - $36.45 $3.47K - $4.16K
9.03K $287K
SLB
Schlumberger Limited

Energy
33
+ 0.45%
$36.83 - $45.59 $1.22K - $1.5K
7.34K $281K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
287
+ 3.66%
$33.03 - $42.43 $9.48K - $12.2K
8.14K $268K
ED
Consolidated Edison Inc

Utilities
208
+ 7.19%
$88.87 - $107.38 $18.5K - $22.3K
3.1K $276K
GE
General Electric CO

Industrials
329
+ 8.84%
$159.95 - $194.23 $52.6K - $63.9K
4.05K $675K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.02K
+ 7.97%
$57.29 - $63.1 $116K - $127K
27.4K $1.57M
KLAC
Kla Corp

Technology
96
+ 16.08%
$614.46 - $829.55 $59K - $79.6K
693 $436K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
627
+ 1.49%
$21.43 - $22.55 $13.4K - $14.1K
42.8K $922K
NDSN
Nordson Corp

Industrials
261
+ 16.31%
$208.83 - $264.36 $54.5K - $69K
1.86K $389K
DGRO
Ishares Core Dividend Growth E

ETFs
767
+ 1.31%
$60.73 - $64.94 $46.6K - $49.8K
59.5K $3.65M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
263
+ 0.27%
$8.1 - $9.04 $2.13K - $2.38K
97.1K $803K
IXUS
Ishares Tr

ETFs
621
+ 5.34%
$65.95 - $72.56 $41K - $45.1K
12.2K $809K
A
Agilent Technologies, Inc.

Healthcare
62
+ 2.01%
$125.69 - $146.56 $7.79K - $9.09K
3.15K $423K
AMAT
Applied Materials Inc

Technology
589
+ 17.77%
$161.44 - $213.89 $95.1K - $126K
3.9K $634K
LOW
Lowes Companies Inc

Consumer Cyclical
230
+ 5.81%
$244.52 - $284.07 $56.2K - $65.3K
4.19K $1.03M
HL
Hecla Mining CO

Basic Materials
4.92K
+ 12.98%
$4.86 - $7.53 $23.9K - $37.1K
42.8K $210K
MPC
Marathon Petroleum Corp

Energy
110
+ 4.49%
$131.65 - $174.84 $14.5K - $19.2K
2.56K $357K
DVYE
Ishares Emerging Markets Divid

ETFs
252
+ 1.45%
$25.42 - $29.74 $6.41K - $7.49K
17.6K $454K
ETR
Entergy Corp

Utilities
998
+ 45.24%
$73.19 - $156.4 $73K - $156K
3.2K $242K
GIS
General Mills Inc

Consumer Defensive
106
+ 1.91%
$62.78 - $74.62 $6.65K - $7.91K
5.67K $361K
SCCO
Southern Copper Corp

Basic Materials
458
+ 12.03%
$91.13 - $117.95 $41.7K - $54K
4.27K $388K
SCHV
Schwab Strategic Tr Us Large C

ETFs
40.5K
+ 198.33%
$25.79 - $80.4 $1.04M - $3.26M
60.9K $1.59M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
91
+ 0.52%
$28.33 - $31.77 $2.58K - $2.89K
17.6K $498K
MU
Micron Technology Inc

Technology
599
+ 10.58%
$84.16 - $113.41 $50.4K - $67.9K
6.26K $527K
GEL
Genesis Energy LP

Energy
884
+ 4.0%
$9.92 - $13.67 $8.77K - $12.1K
23K $232K
TSCO
Tractor Supply CO

Consumer Cyclical
12.5K
+ 405.0%
$52.59 - $303.74 $656K - $3.79M
15.6K $825K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
249
+ 0.97%
$134.53 - $150.65 $33.5K - $37.5K
25.9K $3.51M
MDLZ
Mondelez International, Inc.

Consumer Defensive
64
+ 1.18%
$59.25 - $72.99 $3.79K - $4.67K
5.49K $327K
Activity Summary
Buys All Purchases 371 New Holdings 54 Increased Positions 317 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 6 Puts 6
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