Financial Advocates Investment Management New Holdings in Q2 2025

Financial Advocates Investment Management

  • $1.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
299K
New
$67.83 - $84.09 $20.3M - $25.2M
299K $25M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
174K
New
$58.41 - $72.69 $10.2M - $12.7M
174K $12.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
106K
New
$90.56 - $109.49 $9.59M - $11.6M
106K $11.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
141K
New
$59.24 - $71.39 $8.35M - $10.1M
141K $10M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
73.1K
New
$100.04 - $100.54 $7.31M - $7.35M
73.1K $7.35M
AVDE
American Centy ETF Tr Avantis

ETFs
60.3K
New
$59.32 - $74.36 $3.58M - $4.48M
60.3K $4.46M
FVD
First Tr Value Line Divid Inde

ETFs
67.9K
New
$40.62 - $45.12 $2.76M - $3.07M
67.9K $3.04M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
45.4K
New
$56.84 - $65.5 $2.58M - $2.98M
45.4K $2.98M
FCPI
Fidelity Covington Tr Stocks F

ETFs
29.1K
New
$38.29 - $46.65 $1.12M - $1.36M
29.1K $1.36M
NKE
Nike, Inc.

Consumer Cyclical
15.8K
New
$53.27 - $72.04 $841K - $1.14M
15.8K $1.12M
HTAB
Hartford Fds Exchange Traded

ETFs
50.7K
New
$18.44 - $19.31 $935K - $979K
50.7K $948K
MINO
Pimco ETF Tr Municipal Income

ETFs
17.6K
New
$43.42 - $45.15 $764K - $795K
17.6K $778K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
10.3K
New
$55.5 - $69.0 $569K - $708K
10.3K $707K
COF
Capital One Financial Corp

Financial Services
2.76K
New
$150.57 - $212.76 $416K - $588K
2.76K $587K
VST
Vistra Corp.

Utilities
2.99K
New
$98.07 - $195.04 $293K - $584K
2.99K $579K
FNDF
Schwab Fundamental Intl Large

ETFs
12.3K
New
$32.25 - $40.02 $398K - $494K
12.3K $494K
PSA
Public Storage

Real Estate
1.55K
New
$266.31 - $309.77 $413K - $480K
1.55K $454K
NTES
Net Ease, Inc.

Communication Services
3.24K
New
$91.37 - $134.58 $296K - $437K
3.24K $436K
PODD
Insulet Corp

Healthcare
1.39K
New
$238.57 - $327.47 $331K - $454K
1.39K $435K
VV
Vanguard Large Cap ETF

ETFs
1.53K
New
$228.25 - $285.3 $349K - $436K
1.53K $435K
PNR
Pentair PLC

Industrials
4.11K
New
$76.17 - $103.58 $313K - $425K
4.11K $421K
OMF
One Main Holdings, Inc.

Financial Services
7.26K
New
$40.42 - $57.0 $293K - $414K
7.26K $413K
SEIC
Sei Investments CO

Financial Services
4.57K
New
$66.45 - $89.86 $304K - $411K
4.57K $410K
NTAP
Net App, Inc.

Technology
3.82K
New
$76.1 - $106.55 $291K - $407K
3.82K $406K
IDCC
Inter Digital, Inc.

Communication Services
1.77K
New
$183.37 - $234.7 $324K - $414K
1.77K $395K
WHD
Cactus, Inc.

Energy
8.97K
New
$35.05 - $47.38 $314K - $425K
8.97K $392K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
20K
New
$18.21 - $18.97 $364K - $379K
20K $378K
SPG
Simon Property Group Inc

Real Estate
2.35K
New
$140.37 - $171.44 $329K - $402K
2.35K $377K
GFI
Gold Fields LTD

Basic Materials
15.8K
New
$19.94 - $25.71 $315K - $407K
15.8K $374K
MPLX
Mplx LP

Energy
7.03K
New
$46.68 - $53.89 $328K - $379K
7.03K $361K
PLMR
Palomar Holdings, Inc.

Financial Services
2.32K
New
$129.99 - $175.67 $302K - $408K
2.32K $358K
WES
Western Midstream Partners, LP

Energy
9.1K
New
$34.99 - $41.61 $318K - $378K
9.1K $352K
HES
Hess Corp

Energy
2.52K
New
$126.32 - $161.29 $318K - $406K
2.52K $349K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.45K
New
$52.31 - $63.72 $285K - $347K
5.45K $347K
FHI
Federated Hermes, Inc.

Financial Services
7.75K
New
$35.85 - $44.32 $278K - $344K
7.75K $343K
ELS
Equity Lifestyle Properties Inc

Real Estate
5.54K
New
$61.46 - $68.02 $341K - $377K
5.54K $341K
EXP
Eagle Materials Inc

Basic Materials
1.65K
New
$193.68 - $241.95 $319K - $398K
1.65K $332K
HLNE
Hamilton Lane Inc

Financial Services
2.33K
New
$126.65 - $175.49 $296K - $410K
2.33K $331K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
10.5K
New
$28.81 - $34.65 $301K - $362K
10.5K $319K
LII
Lennox International Inc

Industrials
556
New
$508.76 - $605.77 $283K - $337K
556 $318K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
11K
New
$21.8 - $27.71 $239K - $303K
11K $301K
WU
Western Union CO

Financial Services
34.7K
New
$8.37 - $10.63 $291K - $369K
34.7K $292K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.72K
New
$45.3 - $50.64 $259K - $290K
5.72K $281K
RAIL
Freight Car America, Inc.

Industrials
32.5K
New
$4.45 - $8.95 $145K - $291K
32.5K $280K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.48K
New
$31.67 - $42.89 $174K - $235K
5.48K $235K
TMC
Tmc The Metals CO Inc.

Basic Materials
33.6K
New
$1.62 - $7.49 $54.5K - $252K
33.6K $222K
XPEL
Xpel, Inc.

Consumer Cyclical
6.05K
New
$24.72 - $38.85 $150K - $235K
6.05K $217K
OMFL
Invesco Exchange Traded Self I

ETFs
3.76K
New
$48.43 - $57.78 $182K - $217K
3.76K $217K
TRIN
Trinity Capital Inc.

Financial Services
15.3K
New
$13.53 - $15.52 $206K - $237K
15.3K $214K
Activity Summary
Buys All Purchases 202 New Holdings 61 Increased Positions 141 Sells All Sells 393 Reductions 393 Sold out 0 Options Calls 3 Puts 13
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email