Financial Advocates Investment Management Reduced Holdings in Q3 2024

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-104K
- 48.93%
$91.42 - $91.82 $9.53M - $9.57M
109K $9.99M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-45.5K
- 79.82%
$100.75 - $111.62 $4.58M - $5.08M
11.5K $1.26M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-95.2K
- 70.1%
$44.83 - $47.42 $4.27M - $4.51M
40.6K $1.91M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-82K
- 74.35%
$50.63 - $51.11 $4.15M - $4.19M
28.3K $1.44M
IVW
Ishares S&P 500 Growth ETF

ETFs
-50.2K
- 20.94%
$84.77 - $97.13 $4.26M - $4.88M
190K $18.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-36.9K
- 65.28%
$89.91 - $101.33 $3.32M - $3.74M
19.6K $1.93M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-47.5K
- 30.44%
$71.45 - $75.64 $3.39M - $3.59M
109K $8.15M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-48.8K
- 58.09%
$64.57 - $71.76 $3.15M - $3.5M
35.2K $2.52M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-8.31K
- 63.91%
$285.48 - $330.24 $2.37M - $2.74M
4.69K $1.51M
XLE
Energy Sector Spdr

ETFs
-19.5K
- 15.51%
$84.35 - $93.39 $1.65M - $1.82M
106K $9.34M
INTC
Intel Corp

Technology
-40.1K
- 50.13%
$18.9 - $34.87 $757K - $1.4M
39.9K $934K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-8.4K
- 33.92%
$175.46 - $203.3 $1.47M - $1.71M
16.4K $3.32M
EFG
Msci Eafe Growth ETF

ETFs
-14.4K
- 84.62%
$96.84 - $108.77 $1.39M - $1.56M
2.61K $280K
FTSL
First Trust Senior Ln Fund

ETFs
-30.2K
- 74.41%
$45.51 - $46.26 $1.38M - $1.4M
10.4K $477K
SLV
I Shares Silver Trust

ETFs
-55.5K
- 27.33%
$24.33 - $29.38 $1.35M - $1.63M
147K $4.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.86K
- 8.1%
$434.77 - $502.96 $1.24M - $1.44M
32.4K $15.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-20.6K
- 26.93%
$44.66 - $49.15 $920K - $1.01M
55.9K $2.63M
URA
Global X Uranium ETF

ETFs
-33.1K
- 57.81%
$23.18 - $31.26 $768K - $1.04M
24.2K $692K
EFV
Msci Eafe Value ETF

ETFs
-18K
- 88.32%
$51.72 - $57.96 $929K - $1.04M
2.38K $136K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-31.7K
- 43.79%
$29.08 - $31.84 $922K - $1.01M
40.7K $1.29M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-30.4K
- 21.27%
$29.58 - $30.31 $898K - $921K
112K $3.4M
VNLA
Janus Henderson Short Duration

ETFs
-16.7K
- 33.36%
$48.34 - $49.08 $807K - $820K
33.4K $1.64M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-22.4K
- 71.22%
$33.89 - $41.64 $759K - $932K
9.05K $360K
HYG
Ishares Tr

ETFs
-7.86K
- 56.27%
$76.72 - $80.36 $603K - $632K
6.11K $490K
IVV
Ishares Core S&P 500 ETF

ETFs
-2.08K
- 10.04%
$520.18 - $576.82 $1.08M - $1.2M
18.6K $10.7M
EEM
Ishares Msci Emerging Markets

ETFs
-14.4K
- 60.98%
$40.42 - $46.7 $584K - $674K
9.24K $423K
XLI
Industrial Sector Spdr

ETFs
-6.55K
- 29.35%
$120.56 - $135.44 $789K - $886K
15.8K $2.13M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.08K
- 7.72%
$85.84 - $85.84 $522K - $522K
72.6K $6.23M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-18.6K
- 9.48%
$42.54 - $47.97 $791K - $892K
177K $8.44M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-13.3K
- 47.82%
$43.97 - $48.45 $585K - $645K
14.5K $703K
GOOG
Alphabet Inc.

Communication Services
-139
- 0.45%
$149.54 - $192.66 $20.8K - $26.8K
30.6K $5.12M
VUG
Vanguard Growth ETF

ETFs
-2.54K
- 5.5%
$341.08 - $391.94 $867K - $996K
43.7K $16.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-8.11K
- 13.13%
$76.38 - $78.87 $620K - $640K
53.7K $4.22M
MRK
Merck & Co., Inc.

Healthcare
-2.4K
- 10.14%
$111.15 - $128.97 $266K - $309K
21.2K $2.41M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.88K
- 29.36%
$94.31 - $103.26 $461K - $504K
11.8K $1.21M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-7.89K
- 46.01%
$50.52 - $50.95 $398K - $402K
9.25K $470K
LLY
Eli Lilly & CO

Healthcare
-291
- 4.16%
$772.14 - $960.02 $225K - $279K
6.71K $5.94M
CVX
Chevron Corp

Energy
-69
- 0.2%
$137.88 - $161.97 $9.51K - $11.2K
34.8K $5.12M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-11.6K
- 23.84%
$34.06 - $37.17 $394K - $430K
37K $1.37M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-11.1K
- 43.63%
$29.23 - $33.51 $325K - $373K
14.4K $474K
BROS
Dutch Bros Inc.

Consumer Cyclical
-1.48K
- 5.46%
$29.1 - $42.81 $43.1K - $63.4K
25.7K $822K
DIS
Walt Disney CO

Communication Services
-2.6K
- 17.47%
$85.6 - $98.61 $223K - $256K
12.3K $1.18M
IEF
Ishares Barclays

ETFs
-3.62K
- 26.58%
$92.67 - $99.14 $336K - $359K
10K $981K
PINS
Pinterest, Inc.

Communication Services
-1.76K
- 8.99%
$28.66 - $43.51 $50.4K - $76.5K
17.8K $576K
VGSH
Vanguard

ETFs
-4.83K
- 21.21%
$57.74 - $59.13 $279K - $285K
17.9K $1.06M
BAC
Bank Of America Corp

Financial Services
-5.18K
- 14.65%
$36.65 - $44.13 $190K - $229K
30.2K $1.2M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-15.1K
- 12.89%
$18.36 - $19.08 $278K - $289K
102K $1.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.08K
- 8.46%
$92.63 - $105.69 $286K - $326K
33.4K $3.48M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.25K
- 40.64%
$63.28 - $70.06 $205K - $227K
4.74K $332K
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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