Financial Advocates Investment Management ETFs

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NTSX Wisdomtree Tr Wisdomtree U.S.	$0	$1.32 Million 0.1% of portfolio	29,029	Q1 2025 Added 12.2%
BLOK Amplify ETF Tr Trnsformational	$0	$1.31 Million 0.1% of portfolio	35,586	Q1 2025 Reduced 10.56%
FGM First Trust Germany Alphadex F	$0	$1.3 Million 0.09% of portfolio	28,417	Q1 2025 New
PULS Pgim ETF Tr	$0	$1.3 Million 0.09% of portfolio	26,221	Q1 2025 Added 9.0%
PPA Invesco Exchange Traded Fd Tr	$0	$1.26 Million 0.09% of portfolio	10,847	Q1 2025 Added 1.1%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$1.26 Million 0.09% of portfolio	27,351	Q1 2025 Reduced 2.18%
CGGO Capital Group Global Growth Eq	$0	$1.26 Million 0.09% of portfolio	44,301	Q1 2025 Added 5.07%
IWF Ishares Russell 1000 Gr ETF	$0	$1.25 Million 0.09% of portfolio	3,470	Q1 2025 Reduced 58.6%
ICSH Blackrock Ultra Short Term Bon	$0	$1.25 Million 0.09% of portfolio	24,595	Q1 2025 Reduced 0.04%
LGLV Spdr Ssga Us Large Cap Low Vol	$0	$1.25 Million 0.09% of portfolio	7,162	Q1 2025 Added 3.77%
SGOL Abrdn Gold ETF Trust	$4.75B	$1.24 Million 0.09% of portfolio	41,639	Q1 2025 Reduced 8.4%
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$1.22 Million 0.09% of portfolio	42,412	Q1 2025 Added 204.36%
SPMD Spdr Portfolio	$0	$1.22 Million 0.09% of portfolio	23,863	Q1 2025 Reduced 1.63%
IOO Ishares Tr Global 100 ETF	$0	$1.22 Million 0.09% of portfolio	12,620	Q4 2024 Added 8.52%
FV First Trust Dorsey Wright Focu	$0	$1.22 Million 0.09% of portfolio	22,158	Q1 2025 Added 3.95%
FSMB First Tr Et Fd Iii Short Durat	$0	$1.19 Million 0.09% of portfolio	59,966	Q1 2025 Reduced 0.37%
ULST Ssga Active ETF Tr Ssga Ultra	$0	$1.17 Million 0.09% of portfolio	28,785	Q1 2025 Reduced 11.31%
EFA Ishares Tr Msci Eafe ETF	$0	$1.17 Million 0.09% of portfolio	14,320	Q1 2025 Reduced 8.06%
VBR Vanguard Small Cap Value ETF	$0	$1.16 Million 0.08% of portfolio	6,234	Q1 2025 Reduced 54.18%
HYG Ishares Tr	$0	$1.12 Million 0.08% of portfolio	14,230	Q1 2025 Reduced 0.65%
VEU Vanguard Ftse All World Ex Us	$0	$1.11 Million 0.08% of portfolio	18,267	Q1 2025 Reduced 33.27%
JMST Jp Morgan Ultra Short Mun Inco	$0	$1.1 Million 0.08% of portfolio	21,705	Q1 2025 Added 4.17%
DGRW Wisdomtree Tr Us Quality Divid	$0	$1.1 Million 0.08% of portfolio	13,770	Q1 2025 Reduced 3.58%
IWD Ishares Russell 1000 Val ETF	$0	$1.1 Million 0.08% of portfolio	5,826	Q1 2025 Reduced 1.02%
VOT Vanguard Mid Cap Growth Index	$0	$1.09 Million 0.08% of portfolio	4,449	Q1 2025 Reduced 55.16%
SCHV Schwab Strategic Tr Us Large C	$0	$1.07 Million 0.08% of portfolio	40,206	Q1 2025 Reduced 33.98%
IYW Ishares Dj Us Tech ETF	$0	$1.05 Million 0.08% of portfolio	7,478	Q1 2025 Reduced 37.91%
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$1.04 Million 0.08% of portfolio	47,278	Q1 2025 Added 10.39%
ISMD Northern Lts Fd Tr Iv	$0	$1.03 Million 0.08% of portfolio	30,309	Q1 2025 Reduced 0.16%
SLYG Spdr S&P 600 Small Cap Growth	$0	$1.03 Million 0.08% of portfolio	12,437	Q1 2025 Reduced 42.91%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$1.02 Million 0.07% of portfolio	2,430	Q1 2025 Reduced 13.25%
VNQ Vanguard Specialized Funds Van	$0	$971,000 0.07% of portfolio	10,731	Q1 2025 Added 1.41%
VXUS Vanguard Star Fd Vanguard Tota	$0	$969,000 0.07% of portfolio	15,619	Q1 2025 Reduced 21.58%
SPGP Invesco Exchange Traded Fd Tr	$0	$959,000 0.07% of portfolio	9,607	Q1 2025 Reduced 86.13%
IDU Ishares Tr U S Utils ETF	$0	$940,000 0.07% of portfolio	9,276	Q1 2025 Reduced 2.71%
XLRE Select Sector Spdr Tr Real Est	$0	$929,000 0.07% of portfolio	22,207	Q1 2025 Reduced 83.22%
HYLS First Tr Tactical High Yield L	$0	$897,000 0.07% of portfolio	21,875	Q1 2025 Reduced 6.06%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$896,000 0.07% of portfolio	14,518	Q1 2025 Reduced 0.58%
FTGC First Trust Global Tactical CO	$0	$888,000 0.06% of portfolio	34,825	Q1 2025 Reduced 1.36%
QVAL Ea Ser Tr Alpha Architect U S	$0	$857,000 0.06% of portfolio	20,095	Q1 2025 Added 11.96%
FEX First Tr Large Cap Core Alphde	$0	$857,000 0.06% of portfolio	8,369	Q1 2025 Reduced 13.45%
FLRN Spdr Bloomberg Investment Grad	$0	$843,000 0.06% of portfolio	27,370	Q1 2025 Added 151.93%
VGSH Vanguard	$0	$838,000 0.06% of portfolio	14,280	Q1 2025 Reduced 4.5%
EMXC Ishares Inc Msci Emerging Mkts	$0	$834,000 0.06% of portfolio	15,145	Q1 2025 Reduced 37.63%
WTV Wisdomtree Tr Wisdomtree U.S.	$0	$828,000 0.06% of portfolio	10,080	Q1 2025 Reduced 9.31%
GCOW Pacer Fds Tr Global Cash Cows	$0	$818,000 0.06% of portfolio	22,131	Q1 2025 Reduced 15.8%
VONG Vanguard Russell 1000 Growth E	$0	$811,000 0.06% of portfolio	8,748	Q1 2025 Reduced 19.9%
IWM Ishares Russell 2000 ETF	$0	$797,000 0.06% of portfolio	3,996	Q1 2025 Reduced 93.03%
SKYY First Trust Cloud Computing Et	$0	$794,000 0.06% of portfolio	7,771	Q1 2025 Reduced 1.93%
XYLD Global X Fds S&P 500 Covered C	$0	$782,000 0.06% of portfolio	19,810	Q1 2025 New

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