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
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.4K
- 5.23%
$25.3 - $26.31 $35.5K - $36.9K
25.4K $649K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-387
- 2.52%
$32.75 - $35.81 $12.7K - $13.9K
15K $494K
AJG
Arthur J. Gallagher & Co.

Financial Services
-215
- 5.9%
$278.49 - $315.16 $59.9K - $67.8K
3.43K $974K
BHP
Bhp Group LTD

Basic Materials
-38
- 1.01%
$48.78 - $62.43 $1.85K - $2.37K
3.73K $181K
DE
Deere & CO

Industrials
-178
- 4.65%
$389.45 - $466.0 $69.3K - $82.9K
3.65K $1.55M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-406
- 2.77%
$34.83 - $38.05 $14.1K - $15.4K
14.3K $503K
NEAR
Blackrock Short Maturity Bond

ETFs
-193
- 0.37%
$50.28 - $51.08 $9.7K - $9.86K
51.6K $2.6M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-956
- 17.22%
$90.31 - $106.37 $86.3K - $102K
4.6K $458K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-709
- 10.45%
$51.58 - $52.91 $36.6K - $37.5K
6.08K $314K
WEC
Wec Energy Group, Inc.

Utilities
-306
- 5.3%
$92.94 - $101.82 $28.4K - $31.2K
5.47K $513K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-200
- 1.13%
$26.01 - $28.19 $5.2K - $5.64K
17.5K $458K
BRO
Brown & Brown, Inc.

Financial Services
-308
- 6.38%
$100.93 - $113.42 $31.1K - $34.9K
4.52K $461K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-1.09K
- 5.42%
$23.42 - $24.2 $25.6K - $26.4K
19.1K $447K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-62
- 0.89%
$164.89 - $177.66 $10.2K - $11K
6.9K $1.14M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-460
- 1.0%
$24.42 - $25.06 $11.2K - $11.5K
45.5K $1.11M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-228
- 7.71%
$74.68 - $81.45 $17K - $18.6K
2.73K $204K
TRP
Tc Energy Corp

Energy
-606
- 8.72%
$44.03 - $50.23 $26.7K - $30.4K
6.34K $295K
RDVY
First Trust Rising Dividend Ac

ETFs
-514
- 0.71%
$58.65 - $64.37 $30.1K - $33.1K
72K $4.26M
BP
Bp PLC

Energy
-550
- 5.98%
$28.16 - $33.14 $15.5K - $18.2K
8.65K $255K
EXPI
Exp World Holdings, Inc.

Real Estate
-300
- 2.64%
$11.51 - $14.77 $3.45K - $4.43K
11.1K $127K
IWN
Ishares Russell2000 Val ETF

ETFs
-141
- 4.08%
$162.69 - $181.35 $22.9K - $25.6K
3.32K $544K
SD
Sandridge Energy Inc

Energy
-2.1K
- 15.5%
$10.5 - $12.95 $22.1K - $27.2K
11.5K $134K
SGOL
Abrdn Gold ETF Trust

ETFs
-1.07K
- 2.29%
$24.46 - $26.62 $26.1K - $28.4K
45.5K $1.14M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.38K
- 10.32%
$17.65 - $18.18 $24.4K - $25.2K
12K $212K
HBAN
Huntington Bancshares Inc

Financial Services
-3.38K
- 20.42%
$14.18 - $18.2 $48K - $61.6K
13.2K $214K
CMF
Ishares California Muni Bond E

ETFs
-343
- 3.49%
$56.66 - $58.1 $19.4K - $19.9K
9.5K $543K
RODM
Hartford Multifactor Developed

ETFs
-351
- 4.22%
$28.36 - $30.42 $9.95K - $10.7K
7.97K $226K
MAA
Mid America Apartment Communities Inc.

Real Estate
-102
- 4.42%
$149.17 - $165.2 $15.2K - $16.9K
2.21K $340K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-27
- 0.22%
$21.96 - $24.21 $593 - $654
12.2K $271K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.04K
- 8.7%
$95.27 - $107.82 $99.2K - $112K
10.9K $1.13M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-335
- 2.21%
$40.26 - $42.88 $13.5K - $14.4K
14.8K $599K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-201
- 10.55%
$178.39 - $215.0 $35.9K - $43.2K
1.7K $328K
GNRC
Generac Holdings Inc.

Industrials
-78
- 2.73%
$154.28 - $195.11 $12K - $15.2K
2.78K $431K
HYLS
First Tr Tactical High Yield L

ETFs
-203
- 0.86%
$41.29 - $42.03 $8.38K - $8.53K
23.3K $962K
MKC
Mccormick & CO Inc

Consumer Defensive
-52
- 1.73%
$73.97 - $84.09 $3.85K - $4.37K
2.95K $225K
FTA
First Tr Large Cap Value

ETFs
-128
- 2.78%
$75.21 - $83.49 $9.63K - $10.7K
4.48K $342K
GOSS
Gossamer Bio, Inc.

Healthcare
-14.9K
- 15.96%
$0.66 - $1.07 $9.86K - $16K
78.6K $70K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-224
- 0.69%
$40.34 - $40.62 $9.04K - $9.1K
32.5K $1.31M
ADSK
Autodesk, Inc.

Technology
-83
- 3.97%
N/A
2.01K $493K
JPIE
J P Morgan Exchange Traded Fd
-168
- 1.0%
$45.59 - $46.25 $7.66K - $7.77K
16.7K $762K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-900
- 6.34%
N/A
13.3K $300K
LUV
Southwest Airlines CO

Industrials
-1.61K
- 18.77%
$28.99 - $34.84 $46.7K - $56.1K
6.97K $234K
WEN
Wendy'S CO

Consumer Cyclical
-250
- 2.14%
$16.26 - $20.42 $4.07K - $5.11K
11.4K $186K
BOTZ
Global X Fds

ETFs
-477
- 5.37%
$31.11 - $34.18 $14.8K - $16.3K
8.41K $268K
ETN
Eaton Corp PLC

Industrials
-55
- 2.69%
$326.96 - $377.52 $18K - $20.8K
1.99K $659K
HDG
Proshares Trust Proshares He

ETFs
-269
- 4.91%
$49.18 - $50.54 $13.2K - $13.6K
5.22K $257K
SYY
Sysco Corp

Consumer Defensive
-53
- 0.7%
$73.63 - $81.77 $3.9K - $4.33K
7.52K $574K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-118
- 5.78%
$123.69 - $133.68 $14.6K - $15.8K
1.92K $240K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-398
- 0.97%
$44.2 - $49.46 $17.6K - $19.7K
40.7K $1.86M
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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