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
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-1.38K
- 1.26%
$18.54 - $18.88 $25.6K - $26K
108K $2.02M
CMF
Ishares California Muni Bond E

ETFs
-303
- 3.19%
$55.93 - $57.47 $16.9K - $17.4K
9.19K $517K
INTU
Intuit Inc

Technology
-8
- 0.6%
$555.63 - $630.23 $4.45K - $5.04K
1.32K $809K
HBAN
Huntington Bancshares Inc

Financial Services
-429
- 3.25%
$14.28 - $17.39 $6.13K - $7.46K
12.8K $191K
BP
Bp PLC

Energy
-1.74K
- 20.17%
$29.93 - $35.31 $52.2K - $61.6K
6.9K $233K
HDG
Proshares Trust Proshares He

ETFs
-340
- 6.52%
$48.76 - $50.4 $16.6K - $17.1K
4.88K $237K
MPC
Marathon Petroleum Corp

Energy
-230
- 8.98%
$134.72 - $159.03 $31K - $36.6K
2.33K $339K
ALL
Allstate Corp

Financial Services
-199
- 12.09%
$180.99 - $210.18 $36K - $41.8K
1.45K $299K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-185
- 6.91%
$94.86 - $97.12 $17.5K - $18K
2.49K $237K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-159
- 2.1%
$50.93 - $57.24 $8.1K - $9.1K
7.41K $392K
CATH
Global X Fds Global X S&P 500

ETFs
-29
- 0.74%
$66.14 - $74.2 $1.92K - $2.15K
3.88K $261K
DVY
Ishares Tr

ETFs
-415
- 3.08%
$128.58 - $138.1 $53.4K - $57.3K
13K $1.75M
MNDY
Monday.Com Ltd.

Technology
-90
- 8.74%
$213.0 - $327.92 $19.2K - $29.5K
940 $228K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-1.92K
- 12.65%
$7.89 - $8.07 $15.2K - $15.5K
13.3K $105K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-786
- 4.12%
$23.28 - $23.95 $18.3K - $18.8K
18.3K $434K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
-775
- 5.66%
$25.39 - $26.03 $19.7K - $20.2K
12.9K $335K
ZTS
Zoetis Inc.

Healthcare
-137
- 2.18%
$156.48 - $175.67 $21.4K - $24.1K
6.14K $1.01M
QS
Quantum Scape Corp

Consumer Cyclical
-38
- 0.34%
$4.15 - $6.58 $158 - $250
11.2K $46K
IDXX
Idexx Laboratories Inc

Healthcare
-43
- 4.27%
$406.29 - $469.04 $17.5K - $20.2K
965 $405K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-100
- 0.49%
$0.6 - $1.22 $60 - $122
20.5K $12K
EPD
Enterprise Products Partners L.P.

Energy
-1.52K
- 10.05%
$31.75 - $34.14 $48.3K - $51.9K
13.6K $464K
TJX
Tjx Companies Inc

Consumer Cyclical
-92
- 4.69%
$112.81 - $126.16 $10.4K - $11.6K
1.87K $227K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-70
- 0.55%
$41.17 - $45.22 $2.88K - $3.17K
12.8K $541K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-90
- 1.46%
$106.44 - $113.12 $9.58K - $10.2K
6.08K $663K
SD
Sandridge Energy Inc

Energy
-400
- 3.49%
$10.94 - $12.67 $4.38K - $5.07K
11.1K $126K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-379
- 2.66%
$34.23 - $36.9 $13K - $14K
13.9K $495K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.26K
- 8.06%
$74.85 - $84.89 $94K - $107K
14.3K $1.17M
CBSH
Commerce Bancshares Inc

Financial Services
-95
- 0.58%
$58.85 - $68.59 $5.59K - $6.52K
16.2K $1.01M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-303
- 4.41%
$45.92 - $47.58 $13.9K - $14.4K
6.56K $311K
HSY
Hershey CO

Consumer Defensive
-55
- 2.14%
$144.74 - $186.36 $7.96K - $10.2K
2.51K $429K
SPOK
Spok Holdings, Inc

Healthcare
-662
- 3.89%
$15.54 - $17.2 $10.3K - $11.4K
16.3K $268K
VPN
Global X Fds Data Ctr Reits &

ETFs
-249
- 0.16%
N/A
151K $2.41M
HYG
Ishares Tr

ETFs
-93
- 0.65%
$78.51 - $80.11 $7.3K - $7.45K
14.2K $1.12M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-2.05K
- 12.67%
$35.35 - $42.74 $72.6K - $87.7K
14.2K $585K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-225
- 0.37%
$19.8 - $19.97 $4.46K - $4.49K
60K $1.19M
UNH
Unitedhealth Group Inc

Healthcare
-136
- 3.48%
$461.52 - $548.18 $62.8K - $74.6K
3.77K $1.97M
KR
Kroger CO

Consumer Defensive
-570
- 10.18%
$58.36 - $67.72 $33.3K - $38.6K
5.03K $340K
DSL
Double Line Income Solutions Fund

Financial Services
-200
- 1.11%
$12.53 - $12.88 $2.51K - $2.58K
17.9K $225K
FNY
First Trust Mid Cap Growth Alp
-241
- 6.76%
N/A
3.32K $0
Pimco ETF Tr
-3.19K
- 19.08%
N/A
13.5K $0
Primo Brands Corporation
-3K
- 32.17%
N/A
6.33K $0
Thomson Reuters Corp
-175
- 11.51%
N/A
1.35K $0
HUSV
First Tr ETF Iii Horizon Manag
-367
- 1.96%
N/A
18.3K $0
KMI
Kinder Morgan, Inc.

Energy
-350
- 4.02%
$26.1 - $31.22 $9.14K - $10.9K
8.35K $238K
ROAM
Hartford Multifactor Emerging

ETFs
-818
- 3.01%
$22.41 - $24.25 $18.3K - $19.8K
26.4K $620K
CRH.L
Crh PLC

Basic Materials
-200
- 6.75%
N/A
2.76K $0
Linde PLC
-96
- 4.31%
N/A
2.13K $0
CGMU
Capital Group Core Plus Income
-137
- 0.82%
N/A
16.5K $0
Canadian Pacific Kansas City
-3.84K
- 42.42%
N/A
5.21K $0
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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