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
TDIV
First Trust Nasdaq Technology

ETFs
1.49K
+ 3.61%
$73.39 - $83.95 $110K - $125K
42.9K $3.16M
MAR
Marriott International Inc

Consumer Cyclical
37
+ 1.49%
$237.01 - $304.45 $8.77K - $11.3K
2.53K $601K
NVO
Novo Nordisk A S

Healthcare
1.88K
+ 13.8%
$69.3 - $90.95 $130K - $171K
15.5K $1.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
257
+ 2.73%
$507.05 - $563.67 $130K - $145K
9.66K $4.96M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
130
+ 0.26%
$48.06 - $53.73 $6.25K - $6.98K
49.8K $2.43M
PANW
Palo Alto Networks Inc

Technology
179
+ 1.29%
$167.82 - $208.28 $30K - $37.3K
14K $2.4M
ACN
Accenture PLC

Technology
167
+ 3.64%
$300.91 - $398.25 $50.3K - $66.5K
4.75K $1.48M
AMP
Ameriprise Financial Inc

Financial Services
35
+ 1.14%
$472.29 - $575.13 $16.5K - $20.1K
3.1K $1.5M
ORCL
Oracle Corp

Technology
98
+ 1.44%
$139.81 - $186.47 $13.7K - $18.3K
6.89K $962K
TGT
Target Corp

Consumer Defensive
69
+ 1.2%
$103.65 - $142.5 $7.15K - $9.83K
5.83K $608K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
52
+ 0.13%
$40.15 - $47.73 $2.09K - $2.48K
40.7K $1.66M
BX
Blackstone Inc.

Financial Services
129
+ 1.88%
$136.53 - $186.74 $17.6K - $24.1K
6.98K $975K
DECK
Deckers Outdoor Corp

Consumer Cyclical
228
+ 8.4%
$111.56 - $223.11 $25.4K - $50.9K
2.94K $328K
PCM
Pcm Fund, Inc.

Financial Services
3.91K
+ 1.81%
$6.44 - $7.77 $25.2K - $30.4K
220K $1.42M
TTD
Trade Desk, Inc.

Technology
355
+ 7.07%
$53.59 - $126.58 $19K - $44.9K
5.37K $294K
PWR
Quanta Services, Inc.

Industrials
892
+ 9.8%
$236.71 - $358.03 $211K - $319K
9.99K $2.54M
AVUV
American Centy ETF Tr Avantis

ETFs
6.82K
+ 6.31%
$84.95 - $100.62 $580K - $686K
115K $10M
JPSE
J P Morgan Diversified Return

ETFs
366
+ 0.26%
$42.78 - $48.51 $15.7K - $17.8K
141K $6.13M
CRM
Salesforce, Inc.

Technology
412
+ 4.49%
$268.36 - $359.95 $111K - $148K
9.58K $2.57M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
9.04K
+ 6.19%
$126.86 - $146.45 $1.15M - $1.32M
155K $19.7M
AXON
Axon Enterprise, Inc.

Industrials
676
+ 4.58%
$496.65 - $710.01 $336K - $480K
15.4K $8.12M
PAVE
Global X Fds Us Infrastructure

ETFs
395
+ 0.15%
$37.31 - $43.82 $14.7K - $17.3K
262K $9.9M
AVGO
Broadcom Inc.

Technology
457
+ 2.34%
$167.43 - $244.7 $76.5K - $112K
20K $3.34M
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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