Financial Advocates Investment Management Sells in Q4 2024

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
-7
- 11.29%
$4100.99 - $5300.34 $28.7K - $37.1K
55 $273K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.52K
- 2.97%
$49.03 - $53.35 $74.5K - $81K
49.7K $2.55M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-38
- 0.52%
$73.49 - $86.09 $2.79K - $3.27K
7.26K $559K
EXTR
Extreme Networks Inc

Technology
-136
- 1.34%
$14.22 - $18.52 $1.93K - $2.52K
10K $167K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-210
- 0.43%
$19.62 - $21.98 $4.12K - $4.62K
48.3K $1M
FINX
Global X Fds Fintech ETF (De)

ETFs
-4
- 0.04%
$27.48 - $34.32 $110 - $137
8.92K $278K
TTD
Trade Desk, Inc.

Technology
-57
- 1.12%
$108.7 - $139.51 $6.2K - $7.95K
5.02K $589K
MS
Morgan Stanley

Financial Services
-170
- 6.47%
$104.42 - $134.99 $17.8K - $22.9K
2.46K $308K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-38
- 1.45%
$110.69 - $154.48 $4.21K - $5.87K
2.58K $327K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-64
- 0.42%
$124.26 - $134.12 $7.95K - $8.58K
15.2K $1.96M
HON
Honeywell International Inc

Industrials
-151
- 3.91%
$202.84 - $236.0 $30.6K - $35.6K
3.71K $838K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-252
- 4.23%
$45.39 - $62.98 $11.4K - $15.9K
5.71K $324K
SE
Sea LTD

Consumer Cyclical
-444
- 5.96%
$93.56 - $117.41 $41.5K - $52.1K
7.01K $743K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-286
- 0.81%
$111.85 - $120.71 $32K - $34.5K
35.1K $4.04M
OKE
Oneok Inc

Energy
-199
- 2.75%
$92.28 - $117.05 $18.4K - $23.3K
7.03K $705K
BMY
Bristol Myers Squibb CO

Healthcare
-521
- 2.93%
$51.92 - $59.94 $27.1K - $31.2K
17.3K $977K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-606
- 2.46%
$58.39 - $67.04 $35.4K - $40.6K
24.1K $1.53M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-48
- 5.44%
$229.85 - $335.91 $11K - $16.1K
834 $272K
WMB
Williams Companies, Inc.

Energy
-543
- 4.76%
$46.37 - $59.74 $25.2K - $32.4K
10.9K $587K
ALK
Alaska Air Group, Inc.

Industrials
-1.88K
- 19.33%
$42.48 - $67.6 $79.9K - $127K
7.85K $508K
SKYY
First Trust Cloud Computing Et

ETFs
-523
- 6.19%
$99.98 - $130.46 $52.3K - $68.2K
7.92K $943K
ADP
Automatic Data Processing Inc

Industrials
-118
- 1.51%
$280.08 - $307.97 $33K - $36.3K
7.69K $2.25M
TOST
Toast, Inc.

Technology
-550
- 4.03%
$27.43 - $43.54 $15.1K - $23.9K
13.1K $477K
GRMN
Garmin LTD

Technology
-398
- 6.45%
$161.91 - $220.77 $64.4K - $87.9K
5.77K $1.19M
AMP
Ameriprise Financial Inc

Financial Services
-184
- 5.67%
$473.15 - $574.01 $87.1K - $106K
3.06K $1.63M
GS
Goldman Sachs Group Inc

Financial Services
-18
- 1.15%
$486.1 - $608.57 $8.75K - $11K
1.54K $882K
SNA
Snap On Inc

Industrials
-167
- 4.84%
$285.44 - $371.35 $47.7K - $62K
3.28K $1.11M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-214
- 1.11%
$77.25 - $91.3 $16.5K - $19.5K
19.1K $1.63M
TWLO
Twilio Inc

Communication Services
-97
- 2.73%
$63.73 - $114.96 $6.18K - $11.2K
3.46K $373K
COST
Costco Wholesale Corp

Consumer Defensive
-182
- 1.72%
$873.59 - $994.69 $159K - $181K
10.4K $9.51M
DFS
Discover Financial Services

Financial Services
-299
- 4.47%
$136.3 - $182.67 $40.8K - $54.6K
6.39K $1.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.05K
- 6.55%
$172.07 - $207.36 $181K - $218K
15K $2.96M
DOCU
Docusign, Inc.

Technology
-569
- 6.67%
$61.42 - $106.99 $34.9K - $60.9K
7.97K $716K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-80
- 2.7%
$260.53 - $404.79 $20.8K - $32.4K
2.88K $1.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
-378
- 4.91%
$275.15 - $388.2 $104K - $147K
7.32K $2.5M
BROS
Dutch Bros Inc.

Consumer Cyclical
-1.01K
- 3.93%
$30.72 - $55.82 $31K - $56.3K
24.7K $1.29M
SOUN
Soundhound Ai, Inc.

Technology
-11.8K
- 25.19%
$4.51 - $24.23 $53K - $285K
34.9K $693K
GOOGL
Alphabet Inc.

Communication Services
-513
- 1.42%
$161.86 - $196.66 $83K - $101K
35.6K $6.74M
PLTR
Palantir Technologies Inc.

Technology
-14.3K
- 27.04%
$36.46 - $82.38 $522K - $1.18M
38.6K $2.92M
VUG
Vanguard Growth ETF

ETFs
-6
- 0.01%
$378.79 - $428.11 $2.27K - $2.57K
43.7K $17.9M
SHOP
Shopify Inc.

Technology
-1.35K
- 2.53%
$78.14 - $119.49 $105K - $161K
51.9K $5.52M
MSTR
Microstrategy Inc

Technology
-611
- 4.72%
$162.69 - $473.83 $99.4K - $290K
12.3K $3.57M
NVDA
Nvidia Corp

Technology
-29.6K
- 5.81%
$117.0 - $148.88 $3.46M - $4.4M
479K $64.4M
AXON
Axon Enterprise, Inc.

Industrials
-111
- 0.75%
$399.22 - $689.78 $44.3K - $76.6K
14.8K $8.78M
AAPL
Apple Inc.

Technology
-13.6K
- 3.72%
$221.69 - $259.02 $3.02M - $3.53M
353K $88.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.11K
- 2.37%
$180.88 - $232.93 $562K - $723K
128K $28.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-5.35K
- 10.09%
$213.65 - $479.86 $1.14M - $2.57M
47.7K $19.2M
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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