Financial Advocates Investment Management Reduced Holdings in Q4 2024

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-1.34K
- 16.3%
$385.02 - $431.37 $517K - $579K
6.89K $2.68M
GBIL
Goldman Sachs Access Treasury

ETFs
-6.34K
- 11.1%
$99.85 - $100.22 $633K - $636K
50.8K $5.07M
LMT
Lockheed Martin Corp

Industrials
-588
- 19.98%
$479.66 - $614.62 $282K - $361K
2.36K $1.14M
SLV
I Shares Silver Trust

ETFs
-10.2K
- 6.88%
$26.33 - $31.74 $267K - $322K
137K $3.62M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-6.29K
- 9.3%
$119.61 - $136.3 $752K - $857K
61.3K $7.58M
DVY
Ishares Tr

ETFs
-3.78K
- 21.91%
$129.55 - $143.41 $489K - $542K
13.5K $1.77M
SBUX
Starbucks Corp

Consumer Cyclical
-3.4K
- 9.32%
$87.44 - $102.5 $297K - $349K
33.1K $3.02M
PHM
Pultegroup Inc

Consumer Cyclical
-353
- 2.48%
$108.86 - $149.04 $38.4K - $52.6K
13.9K $1.51M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.28K
- 2.38%
$176.42 - $186.91 $401K - $425K
93.5K $16.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.99K
- 20.45%
$50.37 - $50.6 $503K - $505K
38.9K $1.96M
UNH
Unitedhealth Group Inc

Healthcare
-350
- 8.23%
$485.52 - $625.25 $170K - $219K
3.9K $1.97M
MRK
Merck & Co., Inc.

Healthcare
-2.07K
- 9.73%
$96.31 - $114.76 $199K - $237K
19.2K $1.91M
CGDV
Capital Group Divid Value ETF

ETFs
-7.14K
- 3.34%
$35.16 - $37.12 $251K - $265K
207K $7.29M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.81K
- 13.58%
$126.68 - $134.74 $483K - $514K
24.3K $3.1M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.92K
- 2.94%
$42.84 - $45.38 $168K - $178K
129K $5.55M
PLD
Prologis, Inc.

Real Estate
-1.39K
- 8.91%
$101.4 - $126.96 $141K - $176K
14.2K $1.5M
GILD
Gilead Sciences, Inc.

Healthcare
-6.37K
- 42.17%
$83.95 - $97.9 $535K - $624K
8.74K $807K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.91K
- 45.88%
$209.89 - $233.24 $401K - $446K
2.25K $478K
PAYX
Paychex Inc

Industrials
-3.8K
- 28.23%
$135.86 - $148.73 $516K - $565K
9.65K $1.35M
ASML
Asml Holding Nv

Technology
-5
- 0.16%
$658.43 - $872.27 $3.29K - $4.36K
3.18K $2.2M
CARR
Carrier Global Corp

Industrials
-1.33K
- 4.7%
$66.69 - $82.65 $88.4K - $110K
26.9K $1.83M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-5.22K
- 14.85%
$69.58 - $74.87 $363K - $391K
30K $2.1M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-24.8K
- 18.32%
$17.93 - $18.8 $445K - $466K
111K $2.02M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.27K
- 16.93%
$106.33 - $110.69 $348K - $362K
16.1K $1.71M
CAT
Caterpillar Inc

Industrials
-50
- 0.35%
$360.37 - $416.88 $18K - $20.8K
14.2K $5.15M
ENB
Enbridge Inc

Energy
-11K
- 35.49%
$40.4 - $43.92 $443K - $482K
19.9K $845K
VO
Vanguard Mid Cap ETF

ETFs
-1.56K
- 14.67%
$261.5 - $284.63 $407K - $443K
9.06K $2.39M
OEF
Ishares S&P 100 ETF

ETFs
-1.53K
- 30.43%
N/A
3.49K $928K
IWS
Ishares Russell Midcap Value E

ETFs
-2.99K
- 48.75%
$128.08 - $140.32 $383K - $420K
3.14K $406K
INTC
Intel Corp

Technology
-13.3K
- 33.38%
$19.07 - $26.23 $254K - $349K
26.6K $532K
RELX
Relx PLC

Communication Services
-8.04K
- 55.69%
$44.45 - $48.63 $358K - $391K
6.4K $290K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-5.86K
- 24.97%
$50.06 - $55.0 $293K - $322K
17.6K $883K
NEM
Newmont Corp

Basic Materials
-3.25K
- 21.51%
$37.0 - $58.68 $120K - $191K
11.9K $441K
TTE
Total Energies Se

Energy
-5.32K
- 43.72%
N/A
6.85K $470K
TAXF
American Centy ETF Tr Diversif

ETFs
-6.32K
- 17.86%
$49.94 - $51.44 $316K - $325K
29.1K $1.46M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.22K
- 6.23%
$44.04 - $49.49 $142K - $159K
48.4K $2.13M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-25.1K
- 15.52%
$8.36 - $9.06 $210K - $227K
137K $1.15M
ADBE
Adobe Inc.

Technology
-198
- 6.16%
$437.39 - $552.96 $86.6K - $109K
3.02K $1.34M
AZN
Astrazeneca PLC

Healthcare
-1.97K
- 13.19%
$63.2 - $79.58 $125K - $157K
13K $850K
PAVE
Global X Fds Us Infrastructure

ETFs
-2.89K
- 1.09%
$40.41 - $45.95 $117K - $133K
262K $10.6M
RACE
Ferrari N.V.

Consumer Cyclical
-427
- 14.78%
$422.83 - $490.34 $181K - $209K
2.46K $1.05M
SYK
Stryker Corp

Healthcare
-840
- 20.53%
$345.14 - $392.15 $290K - $329K
3.25K $1.17M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-7.36K
- 6.77%
$52.0 - $55.66 $383K - $410K
101K $5.42M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.67K
- 9.08%
$106.56 - $113.11 $178K - $189K
16.7K $1.79M
T
At&T Inc.

Communication Services
-15.1K
- 19.58%
$21.22 - $23.88 $321K - $361K
62.2K $1.42M
QCOM
Qualcomm Inc

Technology
-778
- 7.78%
$150.4 - $178.04 $117K - $139K
9.22K $1.42M
UNP
Union Pacific Corp

Industrials
-85
- 0.59%
$223.15 - $249.32 $19K - $21.2K
14.4K $3.28M
QDPL
Pacer Fds Tr Metaurus Us Large
-7.75K
- 18.4%
$37.54 - $40.11 $291K - $311K
34.4K $1.32M
CVX
Chevron Corp

Energy
-1.34K
- 3.85%
$141.15 - $162.53 $189K - $218K
33.4K $4.84M
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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