Financial Advocates Investment Management New Holdings in Q4 2024

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VPN
Global X Fds Data Ctr Reits &

ETFs
152K
New
N/A
152K $2.41M
IGV
Ishares Expanded Tech Software

ETFs
22.7K
New
$87.5 - $110.17 $1.98M - $2.5M
22.7K $2.27M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
32.8K
New
$57.27 - $71.33 $1.88M - $2.34M
32.8K $2.14M
ICSH
Blackrock Ultra Short Term Bon

ETFs
24.6K
New
$50.35 - $50.69 $1.24M - $1.25M
24.6K $1.24M
IYLD
Ishares Tr Ishares Morningstar

ETFs
55.7K
New
$19.48 - $20.66 $1.08M - $1.15M
55.7K $1.08M
IDU
Ishares Tr U S Utils ETF

ETFs
9.53K
New
$94.65 - $105.73 $902K - $1.01M
9.53K $917K
DLR
Digital Realty Trust, Inc.

Real Estate
4.65K
New
$156.46 - $195.69 $727K - $909K
4.65K $824K
EUSB
Ishares Tr Esg Advanced Total

Technology
17K
New
$42.39 - $44.29 $721K - $753K
17K $722K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
8.8K
New
$81.34 - $96.75 $716K - $851K
8.8K $715K
RWR
Spdr Dow Jones Reit ETF

ETFs
6.01K
New
$97.84 - $108.61 $588K - $653K
6.01K $594K
HALO
Halozyme Therapeutics, Inc.

Healthcare
9.99K
New
$42.57 - $61.09 $425K - $610K
9.99K $477K
DXCM
Dexcom Inc

Healthcare
6.12K
New
$65.68 - $81.01 $402K - $496K
6.12K $475K
SMR
Nuscale Power Corp

Industrials
26.5K
New
$11.69 - $30.21 $309K - $799K
26.5K $474K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
665
New
$701.85 - $1046.91 $467K - $696K
665 $473K
LOGI
Logitech International S.A.

Technology
5.44K
New
$77.08 - $91.82 $419K - $499K
5.44K $447K
KNSL
Kinsale Capital Group, Inc.

Financial Services
956
New
$424.05 - $524.22 $405K - $501K
956 $444K
MBLY
Mobileye Global Inc.
21.5K
New
$12.07 - $20.07 $259K - $431K
21.5K $427K
MEDP
Medpace Holdings, Inc.

Healthcare
1.27K
New
$308.93 - $363.58 $393K - $463K
1.27K $422K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
10.6K
New
$35.42 - $41.87 $374K - $443K
10.6K $420K
HLI
Houlihan Lokey, Inc.

Financial Services
2.38K
New
$158.81 - $190.49 $378K - $454K
2.38K $413K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.76K
New
$173.13 - $258.09 $305K - $454K
1.76K $406K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
2.42K
New
$165.45 - $196.93 $400K - $476K
2.42K $401K
PSI
Invesco Exchange Traded Fd Tr

ETFs
6.66K
New
$53.26 - $60.98 $355K - $406K
6.66K $385K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
6.28K
New
$55.86 - $60.21 $351K - $378K
6.28K $359K
INSM
Insmed Inc

Healthcare
4.85K
New
$66.29 - $76.63 $321K - $371K
4.85K $334K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.46K
New
$125.36 - $147.37 $308K - $362K
2.46K $322K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.87K
New
$46.33 - $48.6 $318K - $334K
6.87K $318K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
5.62K
New
$47.66 - $51.84 $268K - $291K
5.62K $268K
LHX
L3 Harris Technologies, Inc.

Industrials
1.24K
New
$208.94 - $264.22 $260K - $328K
1.24K $261K
HAS
Hasbro, Inc.

Consumer Cyclical
4.53K
New
$55.71 - $72.94 $252K - $330K
4.53K $253K
ARGX
Argenx Se

Healthcare
386
New
$520.52 - $638.33 $201K - $246K
386 $237K
LEU
Centrus Energy Corp

Energy
3.25K
New
$55.8 - $109.53 $181K - $356K
3.25K $216K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
6.99K
New
$30.68 - $33.12 $214K - $231K
6.99K $215K
VXF
Vanguard Extended Market ETF

ETFs
1.1K
New
$179.17 - $207.15 $197K - $227K
1.1K $208K
GTX
Garrett Motion Inc.

Consumer Cyclical
21.2K
New
$7.34 - $9.6 $155K - $203K
21.2K $191K
MCHX
Marchex Inc

Communication Services
10K
New
$1.63 - $2.2 $16.3K - $22K
10K $17K
Lam Research Corp
10.7K
New
N/A
10.7K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
73K
New
N/A
73K $0
Blackrock Inc
1.43K
New
N/A
1.43K $0
Arista Networks Inc
3.26K
New
N/A
3.26K $0
J P Morgan Exchange Traded F
25.5K
New
N/A
25.5K $0
Super Micro Computer Inc
11.3K
New
N/A
11.3K $0
Amplify ETF Tr
3.36K
New
N/A
3.36K $0
Primo Brands Corporation
9.33K
New
N/A
9.33K $0
Pgim ETF Tr
14.9K
New
N/A
14.9K $0
Ferguson Enterprises Inc
1.22K
New
N/A
1.22K $0
ALCC
Alt C Acquisition Corp.

Financial Services
11.4K
New
N/A
11.4K $0
Lithium Americas Argentina C
35.6K
New
N/A
35.6K $0
Global X Fds
22.4K
New
N/A
22.4K $0
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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