Financial Advocates Investment Management Reduced Holdings in Q1 2025

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-264K
- 74.8%
$209.68 - $247.1 $55.3M - $65.2M
88.9K $19.7M
MSFT
Microsoft Corp

Technology
-87.7K
- 75.37%
$375.39 - $447.2 $32.9M - $39.2M
28.7K $10.8M
VUG
Vanguard Growth ETF

ETFs
-36.4K
- 83.34%
$369.1 - $427.61 $13.4M - $15.6M
7.28K $2.7M
IWY
Ishares Tr Russell 200 Growth

ETFs
-63.6K
- 95.5%
$210.19 - $243.33 $13.4M - $15.5M
3K $631K
NVDA
Nvidia Corp

Technology
-19.4K
- 4.04%
$106.98 - $149.43 $2.07M - $2.89M
460K $49.8M
IWM
Ishares Russell 2000 ETF

ETFs
-53.3K
- 93.03%
$198.1 - $229.79 $10.6M - $12.3M
4K $797K
SPY
Spdr S&P 500 ETF Trust

ETFs
-16.4K
- 17.93%
$551.42 - $612.93 $9.03M - $10M
75K $41.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-124K
- 30.95%
$57.21 - $65.8 $7.07M - $8.13M
276K $16.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.89K
- 8.16%
$222.15 - $428.22 $864K - $1.67M
43.8K $11.3M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-59.7K
- 86.13%
$96.88 - $111.25 $5.78M - $6.64M
9.61K $959K
AMZN
Amazon Com Inc

Consumer Cyclical
-9.63K
- 7.53%
$190.26 - $242.06 $1.83M - $2.33M
118K $22.5M
GOOG
Alphabet Inc.

Communication Services
-24.4K
- 76.15%
$156.06 - $207.71 $3.81M - $5.07M
7.64K $1.19M
GOOGL
Alphabet Inc.

Communication Services
-23.4K
- 65.74%
$154.33 - $206.19 $3.61M - $4.83M
12.2K $1.89M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-106K
- 71.62%
$44.72 - $46.25 $4.75M - $4.91M
42.1K $1.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6.83K
- 19.18%
$468.34 - $539.52 $3.2M - $3.69M
28.8K $13.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-110K
- 83.22%
$39.18 - $43.52 $4.31M - $4.79M
22.2K $929K
V
Visa Inc.

Financial Services
-14.7K
- 66.87%
$306.92 - $362.71 $4.52M - $5.34M
7.29K $2.55M
XLE
Energy Sector Spdr

ETFs
-55.9K
- 49.96%
$85.7 - $93.96 $4.79M - $5.25M
56K $5.23M
SPYG
Spdr Portfolio

ETFs
-13K
- 3.48%
$80.05 - $92.39 $1.04M - $1.2M
360K $28.9M
IVE
Ishares S&P 500 Value ETF

ETFs
-16.9K
- 21.95%
$185.78 - $198.58 $3.15M - $3.36M
60.3K $11.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-128K
- 12.65%
$22.25 - $23.0 $2.84M - $2.94M
882K $20.3M
VIG
Vanguard Dividend Appreciation

ETFs
-15.4K
- 28.94%
N/A
37.8K $6.88M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-50.9K
- 46.13%
$50.82 - $52.7 $2.59M - $2.68M
59.4K $3.12M
ABBV
Abb Vie Inc.

Healthcare
-16.3K
- 60.3%
$169.2 - $216.66 $2.75M - $3.52M
10.7K $2.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.51K
- 35.57%
$442.66 - $534.52 $3.33M - $4.02M
13.6K $7.25M
COST
Costco Wholesale Corp

Consumer Defensive
-2.76K
- 26.59%
$890.62 - $1076.86 $2.46M - $2.97M
7.62K $7.2M
VTI
Vanguard Total Stock Market Et

ETFs
-2.75K
- 2.68%
$271.18 - $303.12 $745K - $832K
99.9K $27.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
-28.6K
- 24.45%
$79.17 - $82.04 $2.27M - $2.35M
88.4K $7.23M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.91K
- 58.6%
$360.07 - $417.26 $1.77M - $2.05M
3.47K $1.25M
CSCO
Cisco Systems, Inc.

Technology
-36.2K
- 69.32%
$58.74 - $64.87 $2.13M - $2.35M
16K $990K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-25.8K
- 11.91%
$45.72 - $51.73 $1.18M - $1.33M
191K $8.77M
ADP
Automatic Data Processing Inc

Industrials
-6.58K
- 85.5%
$286.85 - $318.64 $1.89M - $2.1M
1.12K $340K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-21.1K
- 23.11%
$91.45 - $91.75 $1.93M - $1.93M
70.1K $6.43M
NEE
Nextera Energy Inc

Utilities
-24.7K
- 50.18%
$66.96 - $76.16 $1.65M - $1.88M
24.5K $1.74M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.8K
- 7.05%
$554.06 - $615.85 $995K - $1.11M
23.7K $13.3M
PG
Procter & Gamble CO

Consumer Defensive
-10.2K
- 38.86%
$158.56 - $176.26 $1.62M - $1.8M
16K $2.73M
VBR
Vanguard Small Cap Value ETF

ETFs
-7.37K
- 54.18%
$183.02 - $207.75 $1.35M - $1.53M
6.23K $1.16M
XLK
Technology Sector Spdr

ETFs
-3.86K
- 13.94%
$206.38 - $242.18 $796K - $934K
23.8K $4.92M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-19.3K
- 28.08%
$87.68 - $94.52 $1.7M - $1.83M
49.6K $4.64M
VOT
Vanguard Mid Cap Growth Index

ETFs
-5.47K
- 55.16%
$237.72 - $276.98 $1.3M - $1.52M
4.45K $1.09M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-8.54K
- 83.53%
$157.71 - $180.77 $1.35M - $1.54M
1.68K $270K
XOM
Exxon Mobil Corp

Energy
-15.3K
- 43.77%
$105.44 - $118.93 $1.61M - $1.82M
19.6K $2.34M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-35.1K
- 69.41%
$39.4 - $42.61 $1.38M - $1.5M
15.5K $625K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-4.27K
- 25.59%
$211.47 - $267.17 $902K - $1.14M
12.4K $2.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-23.6K
- 28.78%
$40.03 - $46.81 $947K - $1.11M
58.5K $2.38M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-17.9K
- 37.0%
$73.78 - $76.59 $1.32M - $1.37M
30.5K $2.34M
VGT
Vanguard Information Technolog

ETFs
-1.85K
- 57.13%
$542.38 - $646.34 $1M - $1.19M
1.39K $751K
MA
Mastercard Inc

Financial Services
-2.47K
- 37.23%
$504.67 - $576.31 $1.25M - $1.42M
4.16K $2.28M
BA
Boeing CO

Industrials
-5.82K
- 17.89%
$148.15 - $186.25 $863K - $1.08M
26.7K $4.56M
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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