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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, SLV, AAPL, MSFT, VUG, and represent 22.12% of Financial Advocates Investment Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$26M), VTC (+$12M), SPYG (+$8.9M), VUG (+$7.4M), ZROZ (+$7.2M), MOAT (+$5.7M), IUSB, SPYV, IXN, RDVY.
Started 85 new stock positions in ZROZ, IDXX, NDAQ, GTHX, WMS, AVUS, RMD, KEYS, NOC, PDP.
Reduced shares in these 10 stocks: SLV (-$82M), FTCS (-$15M), ITA (-$13M), FVD (-$12M), QQQ (-$6.8M), DFAS, IWM, , SCZ, MTUM.
Sold out of its positions in Activision Blizzard, FRA, CCJ, Central Valley Community Ban, CROX, DXCM, ETX, FIGS, ONEQ, FBND.
Financial Advocates Investment Management was a net seller of stock by $-72M.
Financial Advocates Investment Management has $1.7B in assets under management (AUM), dropping by 20.73%.
Central Index Key (CIK): 0001730293

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Portfolio Holdings for Financial Advocates Investment Management

Financial Advocates Investment Management holds 723 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Financial Advocates Investment Management has 723 total positions. Only the first 250 positions are shown.

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Download the Financial Advocates Investment Management December 2023 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)	7.5	$125M	+25%	95k	1318.23	View chart
Ishares Silver Tr Ishares Call Option (SLV)	5.6	$94M	-46%	195k	482.76	View chart
Apple (AAPL)	4.4	$74M	-2%	382k	192.53	View chart
Microsoft Corporation (MSFT)	3.0	$51M		135k	376.04	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$27M	+37%	87k	310.88	View chart
NVIDIA Corporation (NVDA)	1.5	$25M		51k	495.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$23M	-2%	96k	236.83	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.3	$21M	+73%	325k	64.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$20M	+15%	271k	73.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$20M	+5%	278k	71.61	View chart
Amazon (AMZN)	1.2	$20M	-4%	130k	151.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$19M	-10%	68k	276.83	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.9	$15M	+9%	339k	44.47	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$15M	+32%	290k	51.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$14M	-14%	184k	75.60	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.8	$14M	+36%	268k	51.67	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$14M	+32%	208k	65.29	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.8	$13M	+850%	169k	77.49	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$13M		119k	104.31	View chart
Tesla Motors (TSLA)	0.7	$12M		50k	248.48	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$12M	-13%	423k	28.64	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$12M	+66%	79k	151.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$12M	+14%	74k	157.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$11M	-27%	90k	122.59	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.6	$11M	-38%	30k	361.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$10M	+4%	69k	144.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$9.4M	+15%	105k	88.90	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$9.2M	+13%	171k	54.08	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$9.0M	-2%	107k	83.91	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$9.0M	+2%	95k	94.09	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.5	$9.0M	+2%	395k	22.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$8.6M	+62%	100k	85.85	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$8.3M	+109%	178k	46.40	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.5	$8.2M	-12%	66k	124.35	View chart
Boeing Company (BA)	0.5	$8.1M	+5%	31k	260.66	View chart
Costco Wholesale Corporation (COST)	0.5	$8.0M	+3%	12k	660.04	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.5	$8.0M	+19%	105k	75.65	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$7.9M		81k	98.04	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.5	$7.9M	+35%	186k	42.19	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.5	$7.8M	-26%	316k	24.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$7.7M	+4%	17k	454.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$7.6M	-17%	51k	149.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$7.6M	-13%	54k	140.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$7.5M	-6%	21k	356.66	View chart
First Tr Morningstar Divid L SHS (FDL)	0.4	$7.5M		208k	35.88	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$7.4M		91k	81.28	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$7.4M	+11%	147k	50.57	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$7.4M	+15%	82k	89.80	View chart
Ishares Tr S&p 500 Val Etf Put Option (IVE)	0.4	$7.3M	+8%	77k	95.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$7.2M	-5%	66k	109.28	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.4	$7.2M	NEW	84k	85.33	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$7.1M	+39%	147k	48.35	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$6.9M	+6%	201k	34.46	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$6.9M	+56%	61k	112.38	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$6.6M	-27%	37k	181.56	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$6.6M	+9%	254k	25.83	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.4	$6.5M	+15%	65k	99.12	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.4	$6.4M	-3%	177k	36.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$6.3M	-3%	37k	170.40	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$6.3M	-65%	156k	40.56	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$6.2M		62k	99.74	View chart
Visa Com Cl A (V)	0.4	$6.1M	-2%	24k	260.35	View chart
Rivian Automotive Com Cl A Call Option (RIVN)	0.4	$6.0M	+5%	9.3k	646.50	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$6.0M	+2280%	70k	84.87	View chart
Verizon Communications (VZ)	0.3	$5.9M		156k	37.70	View chart
Chevron Corporation (CVX)	0.3	$5.7M	-22%	38k	149.16	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$5.5M	-5%	106k	51.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$5.3M	+7%	69k	77.02	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.3	$5.3M	+4%	151k	34.90	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$5.1M	-23%	83k	61.92	View chart
Abbvie (ABBV)	0.3	$5.1M		33k	154.97	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$5.0M	-35%	206k	24.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$4.8M	-2%	59k	81.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$4.8M	+9%	34k	140.02	View chart
Caterpillar (CAT)	0.3	$4.7M	-21%	16k	295.67	View chart
Procter & Gamble Company (PG)	0.3	$4.6M		31k	146.54	View chart
Palo Alto Networks (PANW)	0.3	$4.6M	+2%	16k	294.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$4.5M	-34%	90k	50.24	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$4.5M	+36%	59k	76.38	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$4.5M	+2%	102k	43.52	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$4.3M	-29%	47k	91.44	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$4.2M	+30%	81k	52.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$4.2M	+68%	21k	202.10	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$4.2M	+50%	87k	48.32	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.1M	-2%	24k	170.10	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.2	$4.0M	+276%	53k	75.10	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$4.0M	-79%	50k	80.04	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.2	$4.0M	-37%	110k	36.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$4.0M	+6%	44k	89.81	View chart
Nextera Energy (NEE)	0.2	$4.0M		65k	60.74	View chart
Axon Enterprise (AXON)	0.2	$4.0M		15k	258.33	View chart
Eli Lilly & Co. (LLY)	0.2	$3.9M		6.7k	582.88	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$3.8M	NEW	49k	77.84	View chart
Starbucks Corporation (SBUX)	0.2	$3.8M	+7%	39k	96.01	View chart
Shopify Cl A (SHOP)	0.2	$3.8M	+2%	48k	77.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$3.7M	-3%	34k	111.63	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$3.7M	+9%	57k	65.33	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$3.7M	-11%	99k	37.69	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$3.7M	-2%	39k	93.81	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$3.7M	+2024%	76k	47.96	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.7M	-11%	62k	59.27	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.6M		36k	99.98	View chart
Union Pacific Corporation (UNP)	0.2	$3.6M	-2%	15k	245.63	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$3.5M	+40%	28k	125.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.5M	+5%	72k	47.90	View chart
Johnson & Johnson (JNJ)	0.2	$3.4M	-17%	22k	156.74	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$3.4M	-2%	32k	107.53	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.2	$3.4M	-21%	116k	29.49	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$3.4M	-22%	33k	101.90	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$3.4M	+67%	30k	113.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$3.3M	+41%	20k	168.54	View chart
Meta Platforms Cl A (META)	0.2	$3.3M	-5%	9.4k	353.96	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$3.3M	-5%	69k	47.68	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$3.3M	-3%	65k	50.10	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.2M	+440%	29k	112.48	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$3.2M	+8%	98k	32.77	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$3.2M	+66%	40k	80.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.1M	+122%	18k	175.68	View chart
Home Depot (HD)	0.2	$3.1M	-11%	8.9k	346.56	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$3.0M	-21%	55k	53.82	View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)	0.2	$2.9M	-41%	37k	78.04	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$2.9M	-4%	100k	28.58	View chart
Merck & Co (MRK)	0.2	$2.8M	+3%	26k	109.02	View chart
Cisco Systems (CSCO)	0.2	$2.8M	-6%	55k	50.52	View chart
McDonald's Corporation (MCD)	0.2	$2.8M	+4%	9.4k	296.52	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.8M		94k	29.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.7M	+6%	11k	259.27	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$2.7M	+20%	24k	112.93	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$2.7M	-51%	120k	22.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.7M	+2%	60k	44.96	View chart
Ishares Msci Sth Kor Etf (EWY)	0.2	$2.6M	+7%	40k	65.53	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$2.6M	-10%	65k	39.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.6M	+28%	6.3k	407.27	View chart
UnitedHealth (UNH)	0.2	$2.6M	+4%	4.9k	526.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.6M	+22%	11k	232.64	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.5M	-20%	35k	72.03	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$2.5M	+37%	25k	99.79	View chart
Amgen (AMGN)	0.1	$2.5M	+6%	8.7k	288.01	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.5M	+44%	59k	42.52	View chart
Intel Corporation (INTC)	0.1	$2.5M	-6%	50k	50.25	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$2.5M	-18%	83k	29.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.5M	+154%	12k	213.32	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$2.4M	+4%	23k	108.24	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$2.4M	+51%	51k	48.03	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$2.4M	-2%	47k	50.52	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$2.4M	+23%	111k	21.60	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.1	$2.4M	+56%	23k	103.99	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.4M		23k	103.45	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.4M	+12%	3.1k	757.01	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$2.4M	-41%	57k	41.65	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$2.4M	-16%	59k	40.25	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.3M	+32%	58k	39.03	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$2.3M	+172%	35k	64.93	View chart
Advanced Micro Devices (AMD)	0.1	$2.3M	+4%	15k	147.41	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.2M	+2%	5.3k	426.50	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.2M	-85%	17k	130.69	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$2.2M		63k	35.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.2M	-43%	10k	214.36	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.2M	+43%	45k	49.39	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$2.2M	+73%	33k	66.18	View chart
Nike CL B (NKE)	0.1	$2.2M	-2%	20k	108.57	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.2M	+5%	4.1k	530.76	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.1	$2.2M	NEW	14k	152.77	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$2.1M	-2%	38k	56.08	View chart
Broadcom (AVGO)	0.1	$2.1M	+6%	1.9k	1116.51	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$2.1M	-12%	45k	47.59	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.1	$2.1M	-14%	45k	47.24	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.1M		29k	71.66	View chart
Pepsi (PEP)	0.1	$2.1M	-13%	12k	169.84	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.1	$2.1M		58k	35.69	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$2.0M	+15%	65k	31.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.0M	-6%	17k	117.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.0M	-69%	34k	59.62	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.0M	-54%	25k	82.11	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$2.0M	+7%	17k	114.04	View chart
salesforce (CRM)	0.1	$2.0M		7.5k	263.14	View chart
Automatic Data Processing (ADP)	0.1	$2.0M	-12%	8.4k	232.97	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$2.0M	-12%	11k	186.55	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.1	$1.9M		240k	8.06	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.9M	-20%	20k	98.59	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$1.9M	+2%	41k	46.55	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$1.9M	NEW	13k	146.42	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.9M	NEW	36k	52.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.9M	+77%	29k	64.01	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.8M	+3%	61k	29.84	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.1	$1.8M	-2%	55k	32.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.8M	-19%	30k	58.33	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$1.7M	-2%	3.7k	471.98	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$1.7M	+29%	18k	95.66	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$1.7M		41k	41.43	View chart
Pacer Fds Tr Trendpilot Fd (TRND)	0.1	$1.7M	-8%	58k	29.59	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$1.7M	-17%	48k	35.20	View chart
Coca-Cola Company (KO)	0.1	$1.7M	-5%	29k	58.93	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.1	$1.7M	+309%	8.4k	200.71	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$1.7M	+5%	51k	33.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.7M	-65%	11k	152.45	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.7M		20k	85.34	View chart
Carrier Global Corporation (CARR)	0.1	$1.7M		29k	57.45	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$1.7M	+18%	93k	17.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.6M	NEW	51k	32.29	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.6M	+6%	4.7k	350.92	View chart
Netflix (NFLX)	0.1	$1.6M		3.3k	486.88	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.6M	+34%	19k	85.22	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$1.5M	-32%	42k	36.55	View chart
Prologis (PLD)	0.1	$1.5M	+6%	12k	133.30	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.5M	+9%	2.6k	596.60	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$1.5M	+50%	21k	72.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$1.5M	-50%	28k	53.01	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.5M	+5%	3.3k	453.27	View chart
Phillips 66 (PSX)	0.1	$1.5M	+6%	11k	133.13	View chart
Walt Disney Company (DIS)	0.1	$1.5M	-31%	16k	90.29	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$1.5M	+4%	23k	64.09	View chart
Philip Morris International (PM)	0.1	$1.4M	-5%	15k	94.08	View chart
Honeywell International (HON)	0.1	$1.4M	+6%	6.9k	209.70	View chart
Paychex (PAYX)	0.1	$1.4M	+9%	12k	119.11	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$1.4M	+52%	16k	90.17	View chart
Us Bancorp Del Com New (USB)	0.1	$1.4M	+9%	33k	43.28	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.1	$1.4M	-3%	35k	40.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.4M	-5%	25k	56.40	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$1.4M	-8%	42k	32.83	View chart
At&t (T)	0.1	$1.4M	-9%	83k	16.78	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.4M	NEW	30k	46.36	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.4M	+7%	11k	121.51	View chart
Royce Value Trust (RVT)	0.1	$1.4M	+2%	94k	14.56	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.4M	-46%	13k	101.99	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.4M	+2%	25k	53.84	View chart
Qualcomm (QCOM)	0.1	$1.4M	-3%	9.3k	144.64	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.3M	+20%	40k	34.01	View chart
Quanta Services (PWR)	0.1	$1.3M		6.2k	215.80	View chart
Spdr Gold Tr Gold Shs Put Option (GLD)	0.1	$1.3M		61k	22.00	View chart
Ford Motor Company (F)	0.1	$1.3M	+36%	109k	12.19	View chart
Abbott Laboratories (ABT)	0.1	$1.3M	-29%	12k	110.07	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$1.3M	+202%	13k	103.34	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$1.3M	-48%	43k	30.74	View chart
Fiserv (FI)	0.1	$1.3M		10k	132.84	View chart
Shockwave Med (SWAV)	0.1	$1.3M	+6%	6.9k	190.55	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.3M	+2%	7.4k	174.88	View chart
Stryker Corporation (SYK)	0.1	$1.3M	-22%	4.3k	299.46	View chart
Pfizer (PFE)	0.1	$1.3M	+3%	44k	28.79	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.3M	+11%	19k	65.49	View chart
Paypal Holdings (PYPL)	0.1	$1.3M	+35%	21k	61.41	View chart
Ameriprise Financial (AMP)	0.1	$1.3M		3.3k	379.80	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$1.3M	+34%	24k	51.62	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.3M	-17%	12k	103.07	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.3M	-6%	8.7k	145.01	View chart
Lpl Financial Holdings (LPLA)	0.1	$1.2M		5.4k	227.61	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$1.2M	-6%	15k	83.63	View chart
PCM Fund (PCM)	0.1	$1.2M	+19%	153k	7.96	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.2M	+384%	16k	77.39	View chart
Illinois Tool Works (ITW)	0.1	$1.2M	+34%	4.6k	261.94	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 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
Financial Advocates Investment Management 2020 Q1 filed April 29, 2020

View all past filings

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