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Financial Advocates Investment Management

Latest statistics and disclosures from Financial Advocates Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, AAPL, MSFT, NVDA, VUG, and represent 15.56% of Financial Advocates Investment Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$22M), IJH (+$17M), JAAA (+$10M), JGRO (+$8.7M), IQLT (+$8.2M), SPMD (+$7.8M), UCON (+$7.0M), GOVT (+$6.8M), BIL (+$6.4M), IUSV (+$5.8M).
Started 71 new stock positions in APO, NEM, TYG, KXI, HSY, MXI, FXU, NKLA, BBDC, ESGE.
Reduced shares in these 10 stocks: IWM (-$9.7M), FIXD (-$8.7M), QGRO (-$6.5M), LVHD (-$6.4M), IEF (-$6.4M), RIVN (-$6.0M), DFAE, IXN, EXI, IWB.
Sold out of its positions in AWP, AXP, BIPC, CGCP, DGHI, SPXL, EXPI, QCLN, FXN, FTC.
Financial Advocates Investment Management was a net buyer of stock by $102M.
Financial Advocates Investment Management has $1.7B in assets under management (AUM), dropping by 2.99%.
Central Index Key (CIK): 0001730293

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Portfolio Holdings for Financial Advocates Investment Management

Financial Advocates Investment Management holds 755 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Financial Advocates Investment Management has 755 total positions. Only the first 250 positions are shown.

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Download the Financial Advocates Investment Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	4.1	$72M	+44%	137k	523.07	View chart
Apple Put Option (AAPL)	4.0	$68M	+4%	399k	171.48	View chart
Microsoft Corporation (MSFT)	3.2	$54M	-4%	129k	420.72	View chart
NVIDIA Corporation Put Option (NVDA)	2.6	$45M	-3%	49k	903.56	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$30M		86k	344.24	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.5	$25M	+5%	343k	73.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$24M	-4%	92k	259.53	View chart
Amazon Put Option (AMZN)	1.4	$24M		130k	180.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$22M	+4%	289k	75.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$21M	+406%	347k	60.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$16M	-17%	225k	72.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$16M	+35%	163k	98.13	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$16M	-6%	272k	57.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$16M		184k	85.03	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.9	$15M	+19%	201k	76.62	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.9	$15M	+15%	35k	444.01	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.9	$15M	+89%	601k	24.60	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.8	$15M	+2%	122k	118.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$14M		78k	183.52	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.8	$14M	-5%	254k	56.17	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$14M	+74%	184k	73.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$13M	+6%	79k	169.37	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.7	$13M	+77%	261k	48.41	View chart
Spdr Gold Tr Gold Shs Call Option (GLD)	0.7	$13M		61k	205.72	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$12M	-5%	400k	30.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$12M	+6%	74k	159.79	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$11M	+26%	226k	50.25	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$11M	+1247%	219k	50.74	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.6	$11M	+147%	116k	91.82	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$11M	+2%	176k	60.42	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.6	$10M	+581%	145k	70.17	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.6	$9.7M	+409%	115k	84.90	View chart
Caterpillar (CAT)	0.6	$9.6M	+62%	26k	366.43	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.6	$9.6M	+19%	222k	43.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$9.5M	+7%	23k	420.52	View chart
Tesla Motors (TSLA)	0.5	$9.4M	+7%	54k	175.79	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$9.4M	-26%	153k	61.53	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.5	$9.4M	+41%	118k	79.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$9.3M	-51%	44k	209.67	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$9.2M	+19%	240k	38.47	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$9.0M	+4%	85k	106.49	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$8.9M		96k	92.45	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$8.8M		101k	87.67	View chart
Costco Wholesale Corporation (COST)	0.5	$8.7M		12k	732.63	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$8.7M	-14%	92k	94.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$8.3M		51k	163.34	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.5	$8.3M	-3%	63k	130.61	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.5	$8.2M	NEW	17k	494.95	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$8.1M	+7%	157k	51.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$8.0M	-6%	16k	500.36	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$8.0M	+19%	44k	182.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$7.9M	+6%	98k	80.51	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.5	$7.8M	+20%	79k	99.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$7.7M		83k	93.71	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$7.7M		62k	124.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$7.6M	+5%	70k	108.24	View chart
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)	0.4	$7.0M	-24%	297k	23.59	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$7.0M	+10%	78k	89.90	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$7.0M	+3649%	298k	23.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$6.9M		38k	182.61	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$6.7M	+239%	206k	32.50	View chart
Visa Com Cl A (V)	0.4	$6.7M		24k	279.08	View chart
Verizon Communications Put Option (VZ)	0.4	$6.5M		157k	41.29	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$6.3M		251k	25.29	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$6.3M	+38%	61k	102.67	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$6.2M	+14%	121k	51.36	View chart
Chevron Corporation (CVX)	0.4	$6.2M	+3%	39k	157.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$6.2M	+203%	68k	90.97	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$6.2M	+48%	147k	42.10	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.4	$6.1M	-58%	140k	43.60	View chart
Abbvie (ABBV)	0.4	$6.1M		33k	182.10	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$6.0M	-25%	156k	38.48	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.3	$6.0M		154k	38.91	View chart
Eli Lilly & Co. (LLY)	0.3	$6.0M	+14%	7.7k	777.94	View chart
Boeing Company (BA)	0.3	$5.9M	-2%	31k	192.99	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$5.6M	+713%	115k	49.07	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$5.6M	+34%	109k	51.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$5.6M	-31%	37k	152.04	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.3	$5.4M	NEW	119k	45.20	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$5.3M		82k	65.08	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$5.2M	-21%	123k	42.23	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.3	$5.1M	NEW	61k	84.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$5.1M		34k	151.25	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$5.0M	-5%	66k	76.67	View chart
Procter & Gamble Company (PG)	0.3	$5.0M		31k	162.25	View chart
JPMorgan Chase & Co. Call Option (JPM)	0.3	$5.0M	+4%	25k	199.14	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$5.0M		104k	47.99	View chart
Axon Enterprise (AXON)	0.3	$4.8M		15k	312.88	View chart
Ishares Silver Tr Ishares Call Option (SLV)	0.3	$4.6M	+3%	202k	22.75	View chart
Meta Platforms Cl A (META)	0.3	$4.6M		9.4k	485.57	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$4.6M	+71%	112k	40.97	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.3	$4.5M	+7%	118k	38.06	View chart
Exxon Mobil Corporation Put Option (XOM)	0.3	$4.4M	+4%	38k	116.24	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$4.3M	NEW	94k	45.96	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$4.3M	-31%	43k	100.89	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$4.3M	-3%	57k	75.40	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$4.3M	NEW	137k	31.10	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$4.1M	+12%	70k	58.97	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$4.1M	-8%	82k	49.51	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$4.1M	+3%	59k	68.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$3.9M	-3%	33k	120.99	View chart
Shopify Cl A (SHOP)	0.2	$3.9M	+4%	50k	77.17	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$3.8M	-6%	37k	103.79	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$3.7M	+10%	108k	34.82	View chart
Union Pacific Corporation (UNP)	0.2	$3.7M	+3%	15k	245.93	View chart
Nextera Energy (NEE)	0.2	$3.7M	-10%	58k	63.91	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.7M	-13%	43k	85.65	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$3.7M	+11%	77k	48.18	View chart
Advanced Micro Devices (AMD)	0.2	$3.7M	+33%	20k	180.49	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$3.6M		28k	130.73	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$3.6M	+100%	42k	86.48	View chart
Starbucks Corporation (SBUX)	0.2	$3.6M		39k	91.39	View chart
Merck & Co (MRK)	0.2	$3.5M	+4%	27k	131.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.5M	-2%	70k	50.17	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$3.5M	-4%	38k	91.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$3.5M	+14%	12k	286.14	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$3.4M	+176%	68k	50.43	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$3.4M	+23%	73k	47.46	View chart
Home Depot (HD)	0.2	$3.4M		9.0k	383.63	View chart
Johnson & Johnson (JNJ)	0.2	$3.4M		22k	158.19	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.2	$3.3M	-8%	106k	31.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$3.3M	+3%	57k	58.06	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$3.3M	+16%	116k	28.16	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$3.3M	-10%	30k	109.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.3M	-37%	37k	88.89	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.2M	-5%	27k	117.80	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$3.2M	+4%	3.3k	970.35	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$3.1M	+3%	35k	91.10	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$3.1M	+21%	31k	100.54	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.0M	+19%	6.3k	481.58	View chart
Novo-nordisk A S Adr (NVO)	0.2	$3.0M		23k	128.40	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.0M		93k	31.95	View chart
Sixth Street Specialty Lending (TSLX)	0.2	$2.9M	+23%	137k	21.43	View chart
Broadcom (AVGO)	0.2	$2.9M	+15%	2.2k	1325.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.9M		6.4k	448.63	View chart
Cisco Systems (CSCO)	0.2	$2.9M	+3%	57k	49.91	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$2.8M	+28%	45k	63.85	View chart
Ishares Msci Sth Kor Etf (EWY)	0.2	$2.8M	+5%	42k	67.11	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.8M	-22%	15k	182.69	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$2.8M	+10%	56k	49.16	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.2	$2.8M	+6%	15k	182.63	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$2.7M	+98%	84k	32.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.7M	-49%	9.0k	298.95	View chart
McDonald's Corporation (MCD)	0.2	$2.7M		9.5k	281.95	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.7M		35k	76.36	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$2.6M	+7%	89k	29.77	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.6M	-20%	25k	104.36	View chart
Vanguard World Utilities Etf (VPU)	0.2	$2.6M	NEW	18k	142.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.6M		11k	228.60	View chart
Intel Corporation (INTC)	0.2	$2.6M	+18%	59k	44.17	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.6M	+3217%	72k	36.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.6M	-27%	15k	171.27	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$2.6M	-38%	53k	48.50	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$2.6M	+5%	60k	42.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.6M	-6%	10k	249.87	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$2.5M	+64%	32k	80.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.5M	-8%	54k	46.50	View chart
Amgen (AMGN)	0.1	$2.5M		8.7k	284.29	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.5M	+20%	30k	82.82	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.5M	+2%	4.2k	581.22	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$2.4M	-32%	53k	45.55	View chart
Shockwave Med (SWAV)	0.1	$2.4M	+7%	7.4k	325.63	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.4M	-5%	9.8k	242.19	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$2.3M	-73%	28k	83.41	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$2.3M	+11%	73k	31.95	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$2.3M	-3%	46k	50.46	View chart
UnitedHealth (UNH)	0.1	$2.3M	-4%	4.6k	494.68	View chart
salesforce Put Option (CRM)	0.1	$2.3M		7.6k	301.18	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.3M	-30%	21k	111.15	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.3M	NEW	8.8k	258.04	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.3M		17k	131.16	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.2M		45k	49.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.2M	+3%	35k	62.34	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$2.1M	-7%	58k	36.40	View chart
Pepsi (PEP)	0.1	$2.1M		12k	175.01	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.1	$2.1M	-2%	56k	37.59	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.1	$2.1M		45k	46.81	View chart
Automatic Data Processing (ADP)	0.1	$2.1M		8.4k	249.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.1M	+23%	9.2k	225.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$2.0M		17k	119.31	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$2.0M	+19%	111k	18.22	View chart
Netflix (NFLX)	0.1	$2.0M		3.3k	607.33	View chart
Coca-Cola Company (KO)	0.1	$2.0M	+11%	32k	61.18	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$2.0M	+18%	50k	38.88	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.0M	+3%	11k	171.58	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.9M	-9%	9.5k	205.08	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.9M	-25%	18k	107.03	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$1.9M	+121%	12k	164.35	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.9M	+143%	21k	89.99	View chart
Nike CL B (NKE)	0.1	$1.9M		20k	93.98	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.9M	+5%	3.9k	486.64	View chart
Phillips 66 (PSX)	0.1	$1.9M	+3%	12k	163.34	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$1.9M	+2%	52k	36.17	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$1.9M		49k	38.47	View chart
Walt Disney Company (DIS)	0.1	$1.8M	-7%	15k	122.36	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.8M		20k	93.73	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$1.8M	+22%	16k	115.33	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.8M	-20%	23k	78.25	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.1	$1.8M	-8%	219k	8.29	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.8M	+642%	8.6k	208.42	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.1	$1.8M	-9%	50k	36.03	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.8M		19k	95.39	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$1.8M		41k	42.81	View chart
Applied Materials (AMAT)	0.1	$1.7M	+98%	8.2k	206.24	View chart
Pacer Fds Tr Trendpilot Fd (TRND)	0.1	$1.7M	-7%	54k	31.50	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.7M	+18%	30k	56.39	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$1.7M	-20%	30k	55.35	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$1.7M	+5%	24k	69.67	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.7M	+2%	4.8k	346.57	View chart
Carrier Global Corporation (CARR)	0.1	$1.7M		28k	58.13	View chart
Wal-Mart Stores (WMT)	0.1	$1.6M	+305%	27k	60.17	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$1.6M	-43%	68k	23.72	View chart
Qualcomm (QCOM)	0.1	$1.6M		9.5k	169.30	View chart
Quanta Services (PWR)	0.1	$1.6M		6.1k	259.79	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$1.6M		28k	55.53	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M	-26%	13k	123.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.6M		25k	62.06	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.6M	-20%	28k	54.88	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.6M	+2%	3.4k	454.83	View chart
Prologis (PLD)	0.1	$1.5M	+2%	12k	130.22	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$1.5M	-2%	16k	99.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.5M	-13%	26k	58.07	View chart
Ameriprise Financial (AMP)	0.1	$1.5M	+4%	3.5k	438.50	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$1.5M	+36%	29k	52.09	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$1.5M	NEW	34k	44.40	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.5M	+19%	15k	102.76	View chart
Us Bancorp Del Com New (USB)	0.1	$1.5M	+2%	33k	44.70	View chart
Illinois Tool Works (ITW)	0.1	$1.5M	+20%	5.5k	268.34	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.5M		11k	129.35	View chart
Stryker Corporation (SYK)	0.1	$1.5M	-3%	4.1k	357.83	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.5M		13k	110.21	View chart
Ring Energy (REI)	0.1	$1.5M		750k	1.96	View chart
Palo Alto Networks (PANW)	0.1	$1.5M	-66%	5.2k	284.13	View chart
Paychex (PAYX)	0.1	$1.5M		12k	122.80	View chart
Abbott Laboratories (ABT)	0.1	$1.5M	+6%	13k	113.66	View chart
PCM Fund (PCM)	0.1	$1.4M	+14%	175k	8.27	View chart
Ford Motor Company (F)	0.1	$1.4M		109k	13.28	View chart
Philip Morris International (PM)	0.1	$1.4M	+2%	16k	91.62	View chart
Fiserv (FI)	0.1	$1.4M	-10%	8.9k	159.82	View chart
Paypal Holdings (PYPL)	0.1	$1.4M	+3%	21k	66.99	View chart
At&t (T)	0.1	$1.4M	-2%	80k	17.60	View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)	0.1	$1.4M	-53%	17k	82.62	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.4M	+3%	31k	45.61	View chart
Bank of America Corporation (BAC)	0.1	$1.4M	+6%	37k	37.92	View chart
Royce Value Trust (RVT)	0.1	$1.4M	-2%	92k	15.17	View chart
Pfizer (PFE)	0.1	$1.4M	+14%	50k	27.75	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.4M	-42%	33k	41.43	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$1.4M	-3%	24k	58.08	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.4M	-29%	14k	99.43	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.1	$1.4M	-2%	34k	40.50	View chart

Past Filings by Financial Advocates Investment Management

SEC 13F filings are viewable for Financial Advocates Investment Management going back to 2017

Financial Advocates Investment Management 2024 Q1 filed May 1, 2024
Financial Advocates Investment Management 2023 Q4 filed Feb. 8, 2024
Financial Advocates Investment Management 2023 Q3 filed Oct. 27, 2023
Financial Advocates Investment Management 2023 Q2 filed Aug. 7, 2023
Financial Advocates Investment Management 2023 Q1 filed May 11, 2023
Financial Advocates Investment Management 2022 Q4 filed Feb. 15, 2023
Financial Advocates Investment Management 2022 Q3 filed Nov. 14, 2022
Financial Advocates Investment Management 2022 Q2 filed Aug. 12, 2022
Financial Advocates Investment Management 2022 Q1 filed May 11, 2022
Financial Advocates Investment Management 2021 Q4 filed Feb. 14, 2022
Financial Advocates Investment Management 2021 Q3 filed Nov. 4, 2021
Financial Advocates Investment Management 2021 Q2 filed Aug. 3, 2021
Financial Advocates Investment Management 2021 Q1 filed May 10, 2021
Financial Advocates Investment Management 2020 Q4 filed Feb. 12, 2021
Financial Advocates Investment Management 2020 Q3 filed Nov. 4, 2020
Financial Advocates Investment Management 2020 Q2 filed Aug. 14, 2020

View all past filings

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