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
PMM
Putnam Managed Municipal Income Trust

Financial Services
-833
- 4.62%
$5.97 - $6.52 $4.97K - $5.43K
17.2K $102K
FTDS
First Trust Dividend Strength

ETFs
-95
- 1.49%
$49.83 - $55.18 $4.73K - $5.24K
6.29K $318K
USB
Us Bancorp \De\

Financial Services
-1.73K
- 5.2%
$43.98 - $53.66 $76K - $92.7K
31.5K $1.51M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-156
- 1.19%
$26.55 - $27.32 $4.14K - $4.26K
12.9K $345K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-237
- 3.4%
$50.0 - $50.27 $11.9K - $11.9K
6.73K $337K
XEL
Xcel Energy Inc

Utilities
-500
- 4.88%
$62.16 - $72.92 $31.1K - $36.5K
9.75K $658K
MLN
Vaneck Long Muni ETF

ETFs
-256
- 1.63%
$17.61 - $18.29 $4.51K - $4.68K
15.5K $276K
BITF
Bitfarms LTD

Financial Services
-1K
- 6.5%
$1.49 - $2.69 $1.49K - $2.69K
14.4K $21K
GWW
W.W. Grainger, Inc.

Industrials
-19
- 3.03%
$1023.06 - $1220.93 $19.4K - $23.2K
608 $640K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-125
- 1.57%
$52.19 - $52.87 $6.52K - $6.61K
7.86K $410K
MCO
Moodys Corp

Financial Services
-19
- 1.89%
$454.04 - $500.88 $8.63K - $9.52K
986 $466K
INFY
Infosys LTD

Technology
-64
- 0.28%
$20.71 - $23.42 $1.33K - $1.5K
22.5K $493K
VONV
Vanguard Russell 1000 Value Et

ETFs
-11
- 0.29%
$80.87 - $87.69 $890 - $965
3.8K $308K
DSL
Double Line Income Solutions Fund

Financial Services
-129
- 0.71%
$12.32 - $13.0 $1.59K - $1.68K
18.1K $226K
QS
Quantum Scape Corp

Consumer Cyclical
-483
- 4.11%
$4.73 - $6.5 $2.28K - $3.14K
11.3K $58K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-205
- 0.99%
$1.07 - $1.47 $219 - $301
20.6K $22K
FISV
Fiserv Inc

Technology
-45
- 0.71%
N/A
6.33K $792K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-44
- 2.2%
$278.19 - $315.36 $12.2K - $13.9K
1.96K $563K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3
- 0.08%
$77.86 - $79.27 $234 - $238
3.55K $276K
PLUG
Plug Power Inc

Industrials
-1.63K
- 11.94%
$1.87 - $2.67 $3.04K - $4.34K
12K $25K
FV
First Trust Dorsey Wright Focu

ETFs
-357
- 1.65%
$57.47 - $62.82 $20.5K - $22.4K
21.3K $1.26M
ALL
Allstate Corp

Financial Services
-43
- 2.55%
$181.25 - $208.2 $7.79K - $8.95K
1.65K $317K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-102
- 0.63%
$48.59 - $49.45 $4.96K - $5.04K
16.2K $795K
MGC
Vanguard Mega Cap ETF

ETFs
-44
- 3.1%
$204.21 - $220.18 $8.99K - $9.69K
1.38K $292K
CHD
Church & Dwight CO Inc

Consumer Defensive
-8
- 0.31%
$99.11 - $112.25 $793 - $898
2.56K $267K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.46K
- 15.37%
N/A
8.06K $0
Canopy Growth Corp
-1.2K
- 10.19%
N/A
10.6K $0
Canadian Pacific Kansas City
-1.6K
- 15.07%
N/A
9.04K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-21
- 0.61%
N/A
3.43K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-1.59K
- 14.92%
N/A
9.06K $0
Linde PLC
-173
- 7.2%
N/A
2.23K $0
HUSV
First Tr ETF Iii Horizon Manag
-1.03K
- 5.23%
N/A
18.7K $0
FLQH
Franklin Templeton Libertyq In

ETFs
-6.4K
- 37.61%
N/A
10.6K $0
Psq Holdings Inc
-350
- 3.23%
N/A
10.5K $0
SPDV
ETF Ser Solutions Aam S&P 500
-7.66K
- 7.6%
N/A
93.1K $0
Atlassian Corporation
-209
- 15.97%
N/A
1.1K $0
Hut 8 Corp
-150
- 1.02%
N/A
14.5K $0
Invesco Exch Traded Fd Tr Ii
-485
- 5.77%
N/A
7.92K $0
TFC
Truist Financial Corp

Financial Services
-181
- 0.95%
$41.51 - $48.1 $7.51K - $8.71K
18.9K $820K
ISRG
Intuitive Surgical Inc

Healthcare
-94
- 5.34%
$471.27 - $550.62 $44.3K - $51.8K
1.67K $869K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-554
- 3.87%
$55.73 - $66.16 $30.9K - $36.7K
13.8K $829K
FYC
First Trust Small Cap Growth A

ETFs
-49
- 1.36%
$72.19 - $84.64 $3.54K - $4.15K
3.55K $275K
APH
Amphenol Corp

Technology
-287
- 4.2%
$62.07 - $75.35 $17.8K - $21.6K
6.55K $454K
KEY
Keycorp

Financial Services
-56
- 0.21%
$16.21 - $19.97 $908 - $1.12K
26.8K $459K
KR
Kroger CO

Consumer Defensive
-216
- 3.71%
$55.21 - $63.3 $11.9K - $13.7K
5.6K $342K
FTC
First Tr Lge Cap Growth

ETFs
-106
- 2.79%
$130.13 - $149.09 $13.8K - $15.8K
3.69K $508K
SCHW
Schwab Charles Corp

Financial Services
-255
- 8.05%
$63.31 - $82.85 $16.1K - $21.1K
2.91K $215K
SPOK
Spok Holdings, Inc

Healthcare
-336
- 1.94%
$14.47 - $17.05 $4.86K - $5.73K
17K $273K
VRSK
Verisk Analytics, Inc.

Industrials
-1
- 0.06%
$262.86 - $294.75 $263 - $295
1.66K $456K
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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