Financial Advocates Investment Management New Holdings in Q1 2025

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
76K
New
$48.43 - $49.9 $3.68M - $3.79M
76K $3.79M
LNG
Cheniere Energy, Inc.

Energy
7.12K
New
$209.32 - $253.66 $1.49M - $1.8M
7.12K $1.65M
FGM
First Trust Germany Alphadex F

ETFs
28.4K
New
$38.02 - $50.64 $1.08M - $1.44M
28.4K $1.3M
XYLD
Global X Fds S&P 500 Covered C

ETFs
19.8K
New
$39.02 - $42.89 $773K - $850K
19.8K $782K
ARKG
Ark Genomic Revolution ETF (De

ETFs
34.9K
New
$20.76 - $29.81 $724K - $1.04M
34.9K $724K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
18.9K
New
$36.63 - $37.45 $694K - $710K
18.9K $697K
SUB
Ishares Short Term National Mu

ETFs
6.4K
New
$105.3 - $106.24 $674K - $680K
6.4K $675K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.83K
New
$80.53 - $147.57 $389K - $713K
4.83K $638K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
12.9K
New
$47.33 - $47.92 $612K - $619K
12.9K $615K
XSW
Spdr S&P Software & Services E

ETFs
3.57K
New
$159.76 - $197.42 $570K - $705K
3.57K $570K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
5.62K
New
$78.12 - $83.7 $439K - $470K
5.62K $453K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
14.7K
New
$24.11 - $28.41 $355K - $418K
14.7K $417K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4K
New
$94.87 - $96.11 $379K - $384K
4K $383K
HEFA
Ishares Currency Hedged Msci E

ETFs
9.18K
New
$34.83 - $37.52 $320K - $344K
9.18K $333K
CHKP
Check Point Software Technologies LTD

Technology
1.37K
New
$179.88 - $231.31 $246K - $316K
1.37K $311K
MCK
Mckesson Corp

Healthcare
427
New
$566.21 - $672.99 $242K - $287K
427 $287K
IFRA
Ishares Tr

ETFs
5.93K
New
$44.8 - $49.25 $266K - $292K
5.93K $267K
TT
Trane Technologies PLC

Industrials
778
New
$332.0 - $400.86 $258K - $312K
778 $262K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.02K
New
$78.54 - $84.86 $237K - $257K
3.02K $248K
DFAI
Dimensional ETF Tr

ETFs
7.97K
New
$28.88 - $32.4 $230K - $258K
7.97K $248K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.2K
New
$159.75 - $208.61 $192K - $251K
1.2K $245K
GLDM
World Gold Trust

ETFs
3.94K
New
$52.19 - $61.89 $206K - $244K
3.94K $243K
SIL
Global X Silver Miners ETF

ETFs
5.86K
New
$31.91 - $40.68 $187K - $238K
5.86K $231K
PVI
Invesco Vrdo Tax Free ETF

ETFs
9.23K
New
$24.73 - $24.89 $228K - $230K
9.23K $229K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.52K
New
$73.71 - $87.55 $186K - $221K
2.52K $219K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.89K
New
$113.13 - $127.79 $214K - $241K
1.89K $213K
FLV
American Centy ETF Tr Focused

ETFs
2.93K
New
$65.71 - $70.81 $192K - $207K
2.93K $204K
HDB
Hdfc Bank LTD

Financial Services
3.06K
New
$58.06 - $66.85 $178K - $205K
3.06K $203K
BWXT
Bwx Technologies, Inc.

Industrials
2.05K
New
$96.59 - $128.46 $198K - $264K
2.05K $202K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2K
New
$100.34 - $100.68 $200K - $201K
2K $201K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
14.5K
New
$11.66 - $14.98 $170K - $218K
14.5K $198K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.6K
New
N/A
2.6K $194K
DFAX
Dimensional ETF Tr
7.42K
New
$24.45 - $27.2 $181K - $202K
7.42K $194K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
10.2K
New
$17.57 - $18.05 $179K - $184K
10.2K $183K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
12.9K
New
$13.05 - $13.97 $168K - $180K
12.9K $175K
ABC
Amerisourcebergen Corp

Healthcare
740
New
N/A
740 $137K
RCAT
Red Cat Holdings, Inc.

Technology
8.51K
New
$4.82 - $14.19 $41K - $121K
8.51K $50K
FUBO
Fubo Tv Inc.

Communication Services
7.5K
New
$1.41 - $5.46 $10.6K - $41K
7.5K $21K
Blackrock ETF Trust
10.4K
New
N/A
10.4K $0
Blackrock ETF Trust Ii
5.75K
New
N/A
5.75K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
4.83K
New
N/A
4.83K $0
Rbb Fd Inc
4.97K
New
N/A
4.97K $0
Invesco Exch Traded Fd Tr Ii
2.1K
New
N/A
2.1K $0
Pacer Fds Tr
57.1K
New
N/A
57.1K $0
Optex Sys Hldgs Inc
10.3K
New
N/A
10.3K $0
Lithium Argentina Ag
35.4K
New
N/A
35.4K $0
FGLD
Franklin Templeton Holdings Trust
9.54K
New
N/A
9.54K $0
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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