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
DFS
Discover Financial Services

Financial Services
-2.27K
- 35.56%
$152.99 - $203.25 $347K - $462K
4.12K $702K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-408
- 14.17%
$283.06 - $421.16 $115K - $172K
2.47K $699K
MRK
Merck & Co., Inc.

Healthcare
-2.31K
- 12.07%
$83.01 - $101.02 $192K - $234K
16.8K $1.51M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-546
- 9.37%
$307.43 - $357.48 $168K - $195K
5.28K $1.63M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.31K
- 28.17%
$142.1 - $183.56 $186K - $240K
3.34K $478K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.66K
- 21.01%
$279.74 - $321.29 $464K - $533K
6.23K $1.95M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.1K
- 5.26%
$96.3 - $112.23 $106K - $123K
19.8K $1.93M
GILD
Gilead Sciences, Inc.

Healthcare
-4.54K
- 51.96%
$89.14 - $117.41 $405K - $533K
4.2K $470K
USFR
Wisdomtree Floating Rate Treas

ETFs
-6.59K
- 14.15%
$50.29 - $50.5 $332K - $333K
40K $2.01M
ECC
Eagle Point Credit CO Inc.

Financial Services
-32.8K
- 42.73%
$7.7 - $9.14 $252K - $299K
43.9K $355K
CARR
Carrier Global Corp

Industrials
-3.04K
- 11.32%
$62.07 - $70.55 $189K - $214K
23.8K $1.51M
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.17K
- 19.9%
$92.71 - $107.38 $202K - $233K
8.75K $811K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-13.1K
- 44.89%
$21.23 - $23.75 $278K - $311K
16.1K $346K
CB
Chubb LTD

Financial Services
-1.35K
- 36.86%
$257.71 - $301.99 $347K - $407K
2.31K $696K
BNDX
Vanguard Total International B

ETFs
-6.35K
- 57.27%
$48.33 - $49.5 $307K - $314K
4.74K $231K
GE
General Electric CO

Industrials
-2.22K
- 54.73%
$168.59 - $212.13 $374K - $470K
1.83K $366K
VO
Vanguard Mid Cap ETF

ETFs
-976
- 10.77%
$251.87 - $277.95 $246K - $271K
8.09K $2.09M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-934
- 47.7%
$254.58 - $302.92 $238K - $283K
1.02K $261K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.43K
- 4.69%
$71.17 - $73.66 $529K - $547K
151K $11.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.79K
- 5.41%
$30.73 - $32.26 $209K - $219K
119K $3.65M
MKL
Markel Corp

Financial Services
-178
- 61.59%
$1660.14 - $2059.83 $296K - $367K
111 $207K
AMAT
Applied Materials Inc

Technology
-1.45K
- 37.23%
$145.06 - $195.51 $211K - $284K
2.45K $355K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.5K
- 10.77%
$81.83 - $82.73 $286K - $290K
29K $2.4M
DAL
Delta Air Lines, Inc.

Industrials
-1.4K
- 11.85%
$43.6 - $69.06 $61.1K - $96.8K
10.4K $454K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-16.7K
- 16.59%
$12.24 - $13.31 $204K - $222K
83.8K $1.03M
BMY
Bristol Myers Squibb CO

Healthcare
-5.51K
- 31.89%
$53.9 - $63.11 $297K - $348K
11.8K $718K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-2.68K
- 8.17%
$60.05 - $72.21 $161K - $193K
30.1K $1.89M
HD
Home Depot, Inc.

Consumer Cyclical
-239
- 3.47%
$347.25 - $424.87 $83K - $102K
6.65K $2.44M
GLW
Corning Inc

Technology
-4.86K
- 46.85%
$44.91 - $54.25 $218K - $263K
5.51K $252K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.6K
- 13.62%
$42.5 - $46.71 $280K - $308K
41.8K $1.89M
XLI
Industrial Sector Spdr

ETFs
-1.68K
- 7.03%
$128.78 - $141.67 $216K - $238K
22.2K $2.91M
XLU
Utilities Sector Spdr

ETFs
-5.02K
- 9.51%
$74.7 - $80.27 $375K - $403K
47.7K $3.76M
GS
Goldman Sachs Group Inc

Financial Services
-336
- 21.8%
$524.81 - $672.19 $176K - $226K
1.21K $658K
SQ
Block, Inc.

Technology
-625
- 9.58%
$54.04 - $92.95 $33.8K - $58.1K
5.9K $337K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-876
- 5.76%
$120.29 - $134.6 $105K - $118K
14.3K $1.75M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.3K
- 21.58%
$58.01 - $64.46 $249K - $277K
15.6K $969K
PEP
Pepsico Inc

Consumer Defensive
-1.25K
- 19.68%
$142.64 - $156.42 $179K - $196K
5.11K $766K
NOW
Service Now, Inc.

Technology
-59
- 10.48%
$783.83 - $1170.39 $46.2K - $69.1K
504 $401K
ADBE
Adobe Inc.

Technology
-22
- 0.73%
$377.84 - $464.11 $8.31K - $10.2K
2.99K $1.15M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.03K
- 7.48%
$47.79 - $59.89 $49.1K - $61.6K
12.7K $638K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.59K
- 19.0%
$49.25 - $50.66 $177K - $182K
15.3K $758K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-15.8K
- 10.1%
$20.96 - $23.51 $330K - $371K
140K $3.14M
TER
Teradyne, Inc

Technology
-130
- 3.25%
$82.6 - $140.0 $10.7K - $18.2K
3.87K $319K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.13K
- 5.12%
$76.94 - $78.28 $241K - $245K
58.1K $4.55M
CCJ
Cameco Corp

Energy
-2.26K
- 26.39%
$40.64 - $56.86 $91.7K - $128K
6.3K $259K
USB
Us Bancorp \De\

Financial Services
-75
- 0.24%
$40.92 - $50.9 $3.07K - $3.82K
31.4K $1.33M
WMT
Walmart Inc.

Consumer Defensive
-1.43K
- 6.7%
$84.5 - $105.05 $121K - $151K
19.9K $1.75M
ICLR
Icon PLC

Healthcare
-479
- 17.69%
$174.99 - $222.58 $83.8K - $107K
2.23K $390K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-371
- 13.25%
$408.78 - $448.82 $152K - $167K
2.43K $1.02M
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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