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
SCHG
Schwab Strategic Tr Us Large C

ETFs
-29.8K
- 21.25%
$24.91 - $29.02 $742K - $865K
110K $2.77M
VOE
Vanguard Mid Cap Value Index F

ETFs
-6.62K
- 80.38%
$156.61 - $168.02 $1.04M - $1.11M
1.62K $259K
IBB
Ishares Biotechnology ETF

ETFs
-7.75K
- 77.99%
$127.9 - $140.56 $991K - $1.09M
2.19K $279K
EMR
Emerson Electric CO

Industrials
-7.98K
- 74.85%
$108.64 - $131.17 $867K - $1.05M
2.68K $294K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-4.58K
- 23.75%
$196.12 - $229.48 $897K - $1.05M
14.7K $2.97M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-9.03K
- 26.12%
$81.62 - $96.63 $737K - $872K
25.5K $2.13M
JNJ
Johnson & Johnson

Healthcare
-8.68K
- 41.3%
$142.06 - $167.7 $1.23M - $1.46M
12.3K $2.05M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.99K
- 9.61%
$169.43 - $182.84 $845K - $912K
46.9K $8.13M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-9.35K
- 42.91%
$80.73 - $94.96 $755K - $888K
12.4K $1.03M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.76K
- 18.4%
$165.25 - $224.62 $456K - $619K
12.2K $2.03M
XLP
Consumer Staples Sector Spdr

ETFs
-11K
- 33.11%
N/A
22.2K $1.69M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-15.8K
- 31.32%
$47.47 - $48.84 $749K - $770K
34.6K $1.65M
XLF
Financial Sector Spdr

ETFs
-17.2K
- 23.68%
$47.32 - $52.19 $815K - $899K
55.5K $2.77M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-5.6K
- 62.55%
$120.24 - $134.3 $673K - $752K
3.35K $408K
XLV
Select Sector Spdr Fund Health

ETFs
-6.62K
- 24.5%
$137.61 - $149.68 $911K - $991K
20.4K $2.98M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-10K
- 5.98%
$32.49 - $37.99 $326K - $382K
158K $5.29M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-9.32K
- 16.17%
$36.64 - $45.76 $341K - $426K
48.3K $1.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11K
- 6.0%
$95.85 - $99.25 $1.05M - $1.09M
172K $17M
EFG
Msci Eafe Growth ETF

ETFs
-7.73K
- 35.43%
$96.1 - $106.37 $743K - $823K
14.1K $1.41M
SBUX
Starbucks Corp

Consumer Cyclical
-9.21K
- 27.83%
$91.75 - $115.81 $845K - $1.07M
23.9K $2.34M
CAT
Caterpillar Inc

Industrials
-542
- 3.82%
$326.75 - $407.63 $177K - $221K
13.7K $4.5M
KMB
Kimberly Clark Corp

Consumer Defensive
-5.02K
- 67.93%
$124.46 - $147.4 $625K - $740K
2.37K $337K
SHOP
Shopify Inc.

Technology
-643
- 1.24%
$90.59 - $129.31 $58.2K - $83.1K
51.2K $4.89M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-5.55K
- 13.87%
$91.76 - $103.26 $509K - $573K
34.5K $3.19M
NVS
Novartis Ag

Healthcare
-6.5K
- 73.68%
$97.14 - $115.57 $632K - $751K
2.32K $258K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-12K
- 72.2%
$49.75 - $50.27 $596K - $602K
4.61K $230K
URA
Global X Uranium ETF

ETFs
-18K
- 39.07%
$22.92 - $30.98 $412K - $557K
28K $642K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-7.75K
- 65.55%
$70.83 - $76.62 $549K - $594K
4.08K $289K
GTO
Invesco Actively Managed ETF T

ETFs
-12.6K
- 52.91%
$45.9 - $47.37 $580K - $599K
11.3K $527K
T
At&T Inc.

Communication Services
-32.4K
- 52.16%
$21.56 - $28.28 $699K - $917K
29.7K $841K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.28K
- 8.81%
$121.0 - $142.28 $276K - $325K
23.6K $2.94M
PFE
Pfizer Inc

Healthcare
-19.6K
- 36.86%
$25.01 - $27.13 $491K - $533K
33.6K $852K
DIS
Walt Disney CO

Communication Services
-4.08K
- 32.48%
$96.87 - $114.0 $395K - $465K
8.47K $836K
TFC
Truist Financial Corp

Financial Services
-12.5K
- 66.22%
$39.48 - $48.15 $495K - $603K
6.39K $263K
SOUN
Soundhound Ai, Inc.

Technology
-16K
- 45.81%
$8.12 - $20.62 $130K - $330K
18.9K $153K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-20.7K
- 33.98%
$25.77 - $27.6 $533K - $571K
40.2K $1.07M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9.14K
- 37.63%
$54.25 - $57.64 $496K - $527K
15.1K $834K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-8.86K
- 9.47%
$50.17 - $51.45 $445K - $456K
84.7K $4.27M
VB
Vanguard Small Cap ETF

ETFs
-1.03K
- 7.17%
$217.89 - $252.64 $225K - $261K
13.4K $2.97M
VEA
Vanguard Ftse Developed Market

ETFs
-13.9K
- 18.5%
$47.4 - $52.99 $660K - $737K
61.3K $3.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.37K
- 7.14%
$65.15 - $91.81 $89K - $125K
17.8K $1.16M
VZ
Verizon Communications Inc

Communication Services
-17.6K
- 28.83%
$37.81 - $46.49 $666K - $819K
43.5K $1.97M
VEU
Vanguard Ftse All World Ex Us

ETFs
-9.11K
- 33.27%
$56.51 - $62.98 $515K - $574K
18.3K $1.11M
BAC
Bank Of America Corp

Financial Services
-8.55K
- 27.95%
$39.61 - $47.74 $339K - $408K
22K $920K
AMD
Advanced Micro Devices Inc

Technology
-1.01K
- 5.69%
$96.63 - $129.55 $97.3K - $130K
16.7K $1.71M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.13K
- 6.06%
$108.02 - $120.45 $230K - $256K
32.9K $3.63M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-4.2K
- 10.56%
$36.88 - $49.3 $155K - $207K
35.6K $1.31M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.73K
- 18.23%
$117.4 - $131.02 $320K - $358K
12.2K $1.47M
IBM
International Business Machines Corp

Technology
-2.3K
- 39.94%
$217.4 - $264.74 $500K - $609K
3.46K $860K
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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