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
TMO
Thermo Fisher Scientific Inc.

Healthcare
-230
- 10.29%
$497.6 - $606.74 $114K - $140K
2.01K $998K
ASML
Asml Holding Nv

Technology
-100
- 3.15%
$662.63 - $776.99 $66.3K - $77.7K
3.08K $2.04M
QDPL
Pacer Fds Tr Metaurus Us Large
-2.63K
- 7.66%
$36.5 - $40.04 $96.1K - $105K
31.7K $1.16M
DOCU
Docusign, Inc.

Technology
-1.14K
- 14.27%
$74.7 - $97.7 $84.9K - $111K
6.83K $556K
JPM
Jpmorgan Chase & CO

Financial Services
-1.09K
- 5.34%
$225.19 - $279.95 $245K - $305K
19.3K $4.73M
LMT
Lockheed Martin Corp

Industrials
-135
- 5.73%
$423.19 - $506.29 $57.1K - $68.3K
2.22K $991K
FEX
First Tr Large Cap Core Alphde

ETFs
-1.3K
- 13.45%
$99.27 - $109.89 $129K - $143K
8.37K $857K
STZ
Constellation Brands, Inc.

Consumer Defensive
-482
- 28.76%
$161.05 - $222.93 $77.6K - $107K
1.19K $219K
SKYY
First Trust Cloud Computing Et

ETFs
-153
- 1.93%
$102.23 - $131.18 $15.6K - $20.1K
7.77K $794K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-13.6K
- 37.0%
$10.81 - $11.42 $146K - $155K
23.1K $250K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-19.9K
- 20.48%
$8.29 - $8.97 $165K - $178K
77.2K $663K
MMM
3 M CO

Industrials
-1.57K
- 29.7%
$129.7 - $155.12 $204K - $244K
3.72K $546K
RVT
Royce Value Trust, Inc.

Financial Services
-4K
- 8.02%
$14.07 - $16.68 $56.3K - $66.8K
45.9K $653K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-18
- 0.02%
$32.42 - $36.13 $584 - $650
82.5K $2.72M
SECT
Sector 10, Inc.

ETFs
-1.71K
- 14.7%
$50.98 - $57.8 $87.2K - $98.9K
9.93K $507K
XLY
Select Sector Spdr Consumer Di

ETFs
-430
- 26.99%
$192.6 - $233.2 $82.8K - $100K
1.16K $229K
ET
Energy Transfer LP

Energy
-5.77K
- 31.64%
$17.26 - $21.08 $99.6K - $122K
12.5K $231K
PINS
Pinterest, Inc.

Communication Services
-4.99K
- 30.4%
$29.79 - $40.0 $149K - $200K
11.4K $354K
FDX
Fedex Corp

Industrials
-207
- 11.31%
$230.33 - $281.53 $47.7K - $58.3K
1.62K $395K
HON
Honeywell International Inc

Industrials
-284
- 7.65%
$202.75 - $226.52 $57.6K - $64.3K
3.43K $725K
DVN
Devon Energy Corp

Energy
-4.44K
- 34.03%
$33.15 - $38.55 $147K - $171K
8.61K $321K
ISMD
Northern Lts Fd Tr Iv

ETFs
-50
- 0.16%
$33.87 - $38.9 $1.69K - $1.95K
30.3K $1.03M
SPMD
Spdr Portfolio

ETFs
-396
- 1.63%
$50.21 - $57.73 $19.9K - $22.9K
23.9K $1.22M
NEM
Newmont Corp

Basic Materials
-4.87K
- 41.03%
$37.79 - $48.39 $184K - $235K
6.99K $337K
BIBL
Northern Lts Fd Tr Iv

ETFs
-1.06K
- 0.86%
$37.55 - $41.94 $39.6K - $44.2K
121K $4.66M
GIS
General Mills Inc

Consumer Defensive
-1.32K
- 23.2%
$57.56 - $65.3 $75.7K - $85.9K
4.35K $260K
QCOM
Qualcomm Inc

Technology
-647
- 7.02%
$151.94 - $175.86 $98.3K - $114K
8.57K $1.32M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.4K
- 19.12%
$76.77 - $82.22 $107K - $115K
5.91K $468K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-1.04K
- 9.31%
$79.96 - $87.71 $82.8K - $90.8K
10.1K $828K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.88K
- 26.0%
$27.01 - $28.54 $105K - $111K
11.1K $309K
GBCI
Glacier Bancorp, Inc.

Financial Services
-35
- 0.22%
$43.81 - $52.23 $1.53K - $1.83K
16.2K $717K
F
Ford Motor CO

Consumer Cyclical
-10.2K
- 19.57%
$9.12 - $10.43 $93.3K - $107K
42.1K $422K
EEM
Ishares Msci Emerging Markets

ETFs
-3.12K
- 14.14%
$40.81 - $45.34 $127K - $142K
19K $828K
VNLA
Janus Henderson Short Duration

ETFs
-2.09K
- 6.25%
$48.89 - $49.21 $102K - $103K
31.3K $1.54M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.11K
- 24.68%
$67.03 - $74.61 $74.3K - $82.7K
3.39K $230K
IWP
Ishares Russell Mid Cap Growth

ETFs
-472
- 12.17%
$114.9 - $139.6 $54.2K - $65.9K
3.41K $400K
CRWD
Crowd Strike Holdings, Inc.

Technology
-468
- 6.4%
$308.86 - $455.36 $145K - $213K
6.85K $2.41M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2.44K
- 3.83%
$48.31 - $49.23 $118K - $120K
61.2K $3.01M
CSX
Csx Corp

Industrials
-1.19K
- 6.54%
$29.11 - $33.67 $34.7K - $40.1K
17K $501K
RTX
Raytheon Technologies Corp

Industrials
-2.37K
- 17.0%
$114.1 - $135.66 $270K - $321K
11.6K $1.53M
BKH
Black Hills Corp

Utilities
-1.5K
- 30.99%
$55.74 - $61.86 $83.4K - $92.6K
3.33K $202K
WFC
Wells Fargo & Company

Financial Services
-1.17K
- 18.64%
$66.78 - $81.42 $78.4K - $95.6K
5.12K $367K
EFV
Msci Eafe Value ETF

ETFs
-5.17K
- 14.52%
$51.88 - $60.73 $268K - $314K
30.4K $1.79M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-849
- 7.58%
$37.35 - $43.35 $31.7K - $36.8K
10.4K $392K
RDVY
First Trust Rising Dividend Ac

ETFs
-471
- 0.65%
$57.22 - $63.39 $27K - $29.9K
71.5K $4.19M
KO
Coca Cola CO

Consumer Defensive
-4.73K
- 16.45%
$60.81 - $72.32 $288K - $342K
24K $1.72M
ITW
Illinois Tool Works Inc

Industrials
-183
- 4.37%
$244.9 - $274.48 $44.8K - $50.2K
4K $992K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-737
- 2.8%
$9.59 - $11.83 $7.07K - $8.72K
25.6K $245K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-4.15K
- 15.8%
$33.63 - $37.64 $140K - $156K
22.1K $818K
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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