Financial Advocates Investment Management New Holdings in Q3 2024

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
91.9K
New
$283.28 - $314.39 $26M - $28.9M
91.9K $28.9M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
199K
New
$54.2 - $65.22 $10.8M - $13M
199K $12.7M
ICVT
Ishares Tr Convertible Bond Et

ETFs
50.8K
New
$77.24 - $83.67 $3.92M - $4.25M
50.8K $4.25M
IQLT
Ishares Msci Intl Quality Fact

ETFs
66.9K
New
$37.37 - $41.82 $2.5M - $2.8M
66.9K $2.78M
PHM
Pultegroup Inc

Consumer Cyclical
14.2K
New
$103.95 - $144.98 $1.48M - $2.06M
14.2K $2.04M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
12K
New
$90.87 - $102.43 $1.09M - $1.23M
12K $1.18M
REZ
Ishares Tr Residential And Mul

ETFs
10.9K
New
$76.42 - $91.19 $831K - $991K
10.9K $965K
LWLG
Lightwave Logic, Inc.

Basic Materials
306K
New
$2.53 - $4.15 $774K - $1.27M
306K $844K
SE
Sea LTD

Consumer Cyclical
7.46K
New
$59.94 - $94.83 $447K - $707K
7.46K $702K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
17.7K
New
$26.43 - $29.86 $467K - $527K
17.7K $521K
SOXX
Ishares Semiconductor ETF

ETFs
1.84K
New
$199.29 - $265.49 $366K - $487K
1.84K $423K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
21.6K
New
$17.02 - $18.39 $367K - $397K
21.6K $393K
FXI
Ishares Tr

ETFs
11.1K
New
$24.78 - $32.17 $274K - $356K
11.1K $352K
AVUS
American Centy ETF Tr Avantis

ETFs
3.65K
New
$86.27 - $95.15 $315K - $347K
3.65K $347K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
6.01K
New
$44.69 - $48.87 $268K - $294K
6.01K $293K
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.14K
New
$59.5 - $67.14 $246K - $278K
4.14K $274K
MS
Morgan Stanley

Financial Services
2.63K
New
$92.07 - $106.96 $242K - $281K
2.63K $273K
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.59K
New
$30.55 - $30.85 $262K - $265K
8.59K $264K
LUV
Southwest Airlines CO

Industrials
8.58K
New
$23.7 - $29.93 $203K - $257K
8.58K $254K
SBAC
Sba Communications Corp

Real Estate
1.01K
New
$189.0 - $245.01 $191K - $248K
1.01K $243K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.96K
New
$74.85 - $82.2 $221K - $243K
2.96K $240K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.03K
New
$55.15 - $59.31 $222K - $239K
4.03K $238K
VTR
Ventas, Inc.

Real Estate
3.64K
New
$50.88 - $65.33 $185K - $238K
3.64K $233K
TWLO
Twilio Inc

Communication Services
3.55K
New
$56.03 - $65.23 $199K - $232K
3.55K $231K
CCJ
Cameco Corp

Energy
4.83K
New
$36.9 - $53.72 $178K - $260K
4.83K $230K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
4.15K
New
$51.3 - $59.04 $213K - $245K
4.15K $228K
TRV
Travelers Companies, Inc.

Financial Services
975
New
$201.87 - $242.35 $197K - $236K
975 $228K
OKTA
Okta, Inc.

Technology
3.06K
New
$71.0 - $100.39 $218K - $308K
3.06K $227K
GMOM
Cambria ETF Tr Cambria Global

ETFs
7.68K
New
$26.73 - $29.85 $205K - $229K
7.68K $227K
PRMW
Primo Water Corp

Consumer Defensive
8.92K
New
$20.4 - $25.47 $182K - $227K
8.92K $225K
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.64K
New
$47.28 - $62.24 $172K - $226K
3.64K $223K
AXP
American Express CO

Financial Services
795
New
$225.92 - $271.17 $180K - $216K
795 $215K
GD
General Dynamics Corp

Industrials
710
New
$279.51 - $308.09 $198K - $219K
710 $214K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
8.47K
New
$22.96 - $24.67 $194K - $209K
8.47K $208K
MO
Altria Group, Inc.

Consumer Defensive
4.09K
New
$45.95 - $54.71 $188K - $224K
4.09K $208K
WHR
Whirlpool Corp

Consumer Cyclical
1.95K
New
$90.25 - $112.34 $176K - $219K
1.95K $208K
LPLA
Lpl Financial Holdings Inc.

Financial Services
882
New
$193.0 - $282.1 $170K - $249K
882 $205K
TRNO
Terreno Realty Corp

Real Estate
3.06K
New
$59.43 - $71.02 $182K - $218K
3.06K $204K
ROBO
Robo Global Robotics And Autom

ETFs
3.58K
New
$50.56 - $58.65 $181K - $210K
3.58K $204K
VRT
Vertiv Holdings CO

Industrials
2.11K
New
$86.66 - $86.66 $183K - $183K
2.11K $182K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.57K
New
$63.46 - $71.43 $163K - $184K
2.57K $181K
SCHO
Schwab Short Term Us Treasury

ETFs
3.49K
New
$47.93 - $49.06 $167K - $171K
3.49K $170K
VIS
Vanguard Industrial ETF

ETFs
650
New
$232.12 - $260.07 $151K - $169K
650 $169K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
11.9K
New
$11.52 - $12.52 $137K - $149K
11.9K $146K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
13K
New
$9.55 - $11.13 $124K - $144K
13K $140K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.8K
New
$11.03 - $18.11 $131K - $215K
11.8K $132K
GEVO
Gevo, Inc.

Basic Materials
70K
New
$0.5 - $1.71 $35K - $120K
70K $114K
PFL
Pimco Income Strategy Fund

Financial Services
12.8K
New
$8.1 - $8.57 $104K - $110K
12.8K $109K
IFRA
Ishares Tr

ETFs
2.17K
New
$41.55 - $46.97 $90.1K - $102K
2.17K $101K
Activity Summary
Buys All Purchases 442 New Holdings 63 Increased Positions 379 Sells All Sells 284 Reductions 284 Sold out 0 Options Calls 4 Puts 6
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