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
Blackrock Inc
-42
- 2.94%
N/A
1.39K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-419
- 3.69%
N/A
10.9K $0
SPDV
ETF Ser Solutions Aam S&P 500
-514
- 0.55%
N/A
92.6K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
-1.42K
- 1.95%
N/A
71.6K $0
Hut 8 Corp
-500
- 3.44%
N/A
14K $0
GPC
Genuine Parts CO

Consumer Cyclical
-123
- 2.02%
$115.91 - $129.02 $14.3K - $15.9K
5.97K $711K
Arista Networks Inc
-21
- 0.64%
N/A
3.24K $0
Ishares Bitcoin Trust ETF
-4.21K
- 17.85%
N/A
19.4K $0
Invesco Exch Traded Fd Tr Ii
-88
- 1.11%
N/A
7.83K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-551
- 6.11%
N/A
8.46K $0
Fortress Biotech Inc
-300
- 1.28%
N/A
23.2K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-109
- 3.18%
N/A
3.32K $0
Super Micro Computer Inc
-457
- 4.06%
N/A
10.8K $0
FTDS
First Trust Dividend Strength

ETFs
-15
- 0.24%
$49.71 - $53.36 $746 - $800
6.28K $319K
UBS
Ubs Group Ag

Financial Services
-19
- 0.25%
$30.28 - $35.78 $575 - $680
7.58K $232K
MAGA
ETF Ser Solutions

ETFs
-80
- 1.57%
$46.61 - $50.11 $3.73K - $4.01K
5.02K $243K
AMCR
Amcor PLC

Consumer Cyclical
-53
- 0.27%
$9.33 - $10.39 $494 - $551
19.6K $189K
ETR
Entergy Corp

Utilities
-308
- 9.61%
$75.26 - $87.89 $23.2K - $27.1K
2.9K $247K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-10
- 0.04%
$50.44 - $50.7 $504 - $507
24.6K $1.25M
FDL
First Tr Morningstar Dividend

ETFs
-201
- 3.94%
$39.69 - $43.83 $7.98K - $8.81K
4.9K $212K
IWD
Ishares Russell 1000 Val ETF

ETFs
-60
- 1.02%
$182.82 - $196.21 $11K - $11.8K
5.83K $1.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-918
- 4.54%
$18.36 - $20.51 $16.9K - $18.8K
19.3K $382K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-85
- 0.58%
$59.15 - $62.71 $5.03K - $5.33K
14.5K $896K
VLO
Valero Energy Corp

Energy
-313
- 5.9%
$121.76 - $142.99 $38.1K - $44.8K
4.99K $659K
MKC
Mccormick & CO Inc

Consumer Defensive
-93
- 3.15%
$71.24 - $84.73 $6.63K - $7.88K
2.86K $235K
CHD
Church & Dwight CO Inc

Consumer Defensive
-19
- 0.74%
$101.42 - $113.2 $1.93K - $2.15K
2.54K $279K
SONY
Sony Group Corp

Technology
-2.69K
- 13.73%
$19.88 - $25.64 $53.5K - $69K
16.9K $429K
COP
Conocophillips

Energy
-505
- 4.36%
$88.6 - $105.85 $44.7K - $53.5K
11.1K $1.16M
MAA
Mid America Apartment Communities Inc.

Real Estate
-46
- 2.09%
$146.9 - $170.92 $6.76K - $7.86K
2.16K $361K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-332
- 6.05%
$56.12 - $68.15 $18.6K - $22.6K
5.16K $349K
IDU
Ishares Tr U S Utils ETF

ETFs
-258
- 2.71%
$95.33 - $102.77 $24.6K - $26.5K
9.28K $940K
GRMN
Garmin LTD

Technology
-179
- 3.1%
$204.55 - $241.93 $36.6K - $43.3K
5.59K $1.21M
RELX
Relx PLC

Communication Services
-133
- 2.08%
$45.34 - $51.91 $6.03K - $6.9K
6.27K $315K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-353
- 2.68%
$37.42 - $41.14 $13.2K - $14.5K
12.8K $524K
ED
Consolidated Edison Inc

Utilities
-341
- 11.0%
$88.0 - $110.59 $30K - $37.7K
2.76K $305K
NFLX
Netflix Inc

Communication Services
-103
- 3.31%
$828.4 - $1058.6 $85.3K - $109K
3.01K $2.81M
INSM
Insmed Inc

Healthcare
-10
- 0.21%
$65.25 - $83.83 $653 - $838
4.84K $368K
VRSK
Verisk Analytics, Inc.

Industrials
-2
- 0.12%
$268.63 - $301.33 $537 - $603
1.66K $492K
WCN
Waste Connections, Inc.

Industrials
-10
- 0.62%
$169.89 - $195.19 $1.7K - $1.95K
1.61K $313K
FTGC
First Trust Global Tactical CO

ETFs
-480
- 1.36%
$23.95 - $25.86 $11.5K - $12.4K
34.8K $888K
UNP
Union Pacific Corp

Industrials
-268
- 1.87%
$225.21 - $254.42 $60.4K - $68.2K
14.1K $3.33M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-62
- 2.75%
$208.48 - $244.03 $12.9K - $15.1K
2.19K $534K
AZN
Astrazeneca PLC

Healthcare
-563
- 4.34%
$65.37 - $77.96 $36.8K - $43.9K
12.4K $913K
INTC
Intel Corp

Technology
-61
- 0.23%
$19.1 - $27.39 $1.17K - $1.67K
26.5K $601K
DE
Deere & CO

Industrials
-202
- 5.54%
$408.57 - $509.27 $82.5K - $103K
3.45K $1.62M
VPU
Vanguard Utilities ETF

ETFs
-363
- 1.89%
$161.24 - $173.33 $58.5K - $62.9K
18.8K $3.21M
SAP
Sap Se

Technology
-73
- 1.43%
$241.4 - $293.69 $17.6K - $21.4K
5.04K $1.35M
EWY
Ishares Inc Msci South Korea E

ETFs
-1.02K
- 2.07%
$51.16 - $58.46 $52.1K - $59.5K
48.1K $2.6M
HDV
Ishares Core High Dividend ETF

ETFs
-128
- 0.96%
$110.86 - $121.12 $14.2K - $15.5K
13.2K $1.6M
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
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email