Advocate Investing Services
Latest statistics and disclosures from Advocate Investing Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GSY, TCAF, XLP, SPHD, XME, and represent 29.17% of Advocate Investing Services's stock portfolio.
- Added to shares of these 10 stocks: VGT, RDVY, VYM, XLP, KMB, NOK, IWF, SPHD, NBIS, VO.
- Started 39 new stock positions in SPCX, NIO, ICVT, BYND, BIV, NOK, IREN, UL, ELVR, FNDE.
- Reduced shares in these 10 stocks: VIG, SPH, BSM, GSY, ALAB, SPY, IFN, SMH, XME, HAL.
- Sold out of its positions in ACCO, ALGN, AIG, TECH, BSM, AZTA, AI, CABO, CTRA, CYRX.
- Advocate Investing Services was a net buyer of stock by $5.6M.
- Advocate Investing Services has $130M in assets under management (AUM), dropping by 10.00%.
- Central Index Key (CIK): 0002110509
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Portfolio Holdings for Advocate Investing Services
Advocate Investing Services holds 460 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 10.1 | $13M | -3% | 260k | 50.15 |
|
| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 8.9 | $12M | 282k | 41.10 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 4.0 | $5.2M | +10% | 62k | 83.07 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 3.7 | $4.8M | +7% | 95k | 50.84 |
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| Spdr Series Trust St Str Sp Metal (XME) | 2.5 | $3.2M | -3% | 30k | 106.93 |
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| Ishares Tr Global Energ Etf (IXC) | 2.4 | $3.1M | 63k | 49.13 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 2.4 | $3.1M | 16k | 190.52 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.3 | $2.9M | +47% | 19k | 158.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.2 | $2.8M | -24% | 12k | 236.61 |
|
| Apple (AAPL) | 1.7 | $2.3M | 7.8k | 289.36 |
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| Vanguard World Inf Tech Etf (VGT) | 1.6 | $2.1M | +824% | 18k | 119.52 |
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| Ishares Msci Emrg Chn (EMXC) | 1.6 | $2.1M | -3% | 21k | 102.30 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.4 | $1.9M | 35k | 53.61 |
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| Wal-Mart Stores (WMT) | 1.4 | $1.8M | 16k | 113.26 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.3 | $1.7M | -3% | 33k | 53.11 |
|
| United Rentals (URI) | 1.3 | $1.7M | 1.5k | 1133.13 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $1.7M | 2.3k | 736.26 |
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| Microsoft Corporation (MSFT) | 1.3 | $1.7M | 4.5k | 373.06 |
|
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| Ishares Tr Ultra Short Dur (ICSH) | 1.3 | $1.6M | +14% | 32k | 50.58 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.2 | $1.6M | 4.6k | 343.91 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $1.4M | -10% | 1.9k | 746.77 |
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| NVIDIA Corporation (NVDA) | 1.0 | $1.4M | 6.8k | 200.10 |
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| First Solar (FSLR) | 1.0 | $1.4M | 5.7k | 235.96 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 1.0 | $1.3M | +38954% | 16k | 81.06 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.9 | $1.2M | 37k | 33.75 |
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| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.9 | $1.2M | 15k | 79.20 |
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| UnitedHealth (UNH) | 0.8 | $1.1M | 2.6k | 415.66 |
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| Kimberly-Clark Corporation (KMB) | 0.8 | $1.1M | +76% | 9.7k | 109.77 |
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| Procter & Gamble Company (PG) | 0.8 | $1.1M | +27% | 7.2k | 146.65 |
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| Deere & Company (DE) | 0.8 | $1.0M | 1.7k | 634.33 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.8 | $1.0M | 26k | 38.99 |
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| India Fund (IFN) | 0.8 | $983k | -12% | 84k | 11.75 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $980k | 3.2k | 303.14 |
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| Meta Platforms Cl A (META) | 0.7 | $973k | -6% | 1.7k | 563.40 |
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| TJX Companies (TJX) | 0.7 | $940k | -4% | 6.2k | 151.50 |
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| Ishares Tr Expanded Tech (IGV) | 0.7 | $933k | -2% | 10k | 90.60 |
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| Clorox Company (CLX) | 0.7 | $928k | +21% | 9.7k | 95.44 |
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| Kraft Heinz (KHC) | 0.7 | $900k | +8% | 38k | 23.62 |
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| Costco Wholesale Corporation (COST) | 0.7 | $893k | 955.00 | 935.47 |
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| Liberty All Star Equity Sh Ben Int (USA) | 0.7 | $879k | 151k | 5.81 |
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| Amazon (AMZN) | 0.7 | $871k | +2% | 3.7k | 238.34 |
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| Astrazeneca Ord (AZN) | 0.7 | $863k | 4.6k | 189.62 |
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| Campbell Soup Company (CPB) | 0.7 | $856k | +27% | 38k | 22.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.7 | $854k | -5% | 3.9k | 217.94 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.7 | $844k | 13k | 66.45 |
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| Altria (MO) | 0.6 | $844k | +7% | 12k | 71.95 |
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| Advanced Micro Devices (AMD) | 0.6 | $813k | 1.4k | 580.91 |
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| Flex Lng SHS (FLNG) | 0.6 | $811k | 29k | 28.06 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.6 | $800k | 5.0k | 158.66 |
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| General American Investors (GAM) | 0.6 | $782k | 12k | 63.75 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.6 | $776k | 2.5k | 306.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $740k | +8% | 988.00 | 748.66 |
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| Ishares Tr Msci India Etf (INDA) | 0.5 | $669k | +58% | 14k | 49.39 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $668k | +20% | 27k | 24.55 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.5 | $657k | 4.3k | 154.30 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $644k | 6.2k | 103.88 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $639k | +3% | 1.8k | 357.33 |
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| Johnson & Johnson (JNJ) | 0.5 | $611k | 2.4k | 253.97 |
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| Bank of America Corporation (BAC) | 0.5 | $599k | 11k | 56.98 |
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| Ishares Msci Brazil Etf (EWZ) | 0.4 | $562k | 16k | 34.50 |
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| Intel Corporation (INTC) | 0.4 | $541k | 3.9k | 139.63 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.4 | $523k | 26k | 20.49 |
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| Broadcom (AVGO) | 0.4 | $514k | 1.4k | 377.75 |
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| Tko Group Holdings Cl A (TKO) | 0.4 | $503k | 2.5k | 201.31 |
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| Vale S A Sponsored Ads (VALE) | 0.4 | $467k | 31k | 15.04 |
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| Ssga Active Etf Tr St Str Globa Etf (GAL) | 0.3 | $431k | 8.2k | 52.84 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $425k | +300% | 3.4k | 124.17 |
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| BP Sponsored Adr (BP) | 0.3 | $418k | 11k | 36.95 |
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| Ishares Msci World Etf (URTH) | 0.3 | $397k | 2.0k | 202.64 |
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| Walt Disney Company (DIS) | 0.3 | $392k | +16% | 4.1k | 96.25 |
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| Chevron Corporation (CVX) | 0.3 | $371k | -2% | 2.2k | 165.76 |
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| American Tower Reit (AMT) | 0.3 | $371k | 2.3k | 163.57 |
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| Pfizer (PFE) | 0.3 | $365k | 15k | 24.08 |
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| Nokia Corp Sponsored Adr (NOK) | 0.3 | $363k | NEW | 27k | 13.28 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.3 | $353k | 2.0k | 176.65 |
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| United Parcel Svcs CL B (UPS) | 0.3 | $343k | +68% | 3.2k | 107.50 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $330k | +311% | 4.1k | 80.56 |
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| Nebius Group Shs Class A (NBIS) | 0.3 | $326k | +2260% | 1.2k | 276.17 |
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| Ares Capital Corporation (ARCC) | 0.2 | $323k | 17k | 18.53 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.2 | $320k | 31k | 10.31 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $318k | 863.00 | 368.38 |
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| Hormel Foods Corporation (HRL) | 0.2 | $313k | +17% | 13k | 24.82 |
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| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.2 | $309k | 10k | 30.03 |
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| Wp Carey (WPC) | 0.2 | $305k | 4.3k | 71.50 |
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| Fidelity Covington Trust Int Hg Div Etf (FIDI) | 0.2 | $304k | 11k | 27.37 |
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| Halliburton Company (HAL) | 0.2 | $297k | -23% | 8.7k | 33.95 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $294k | 5.5k | 53.47 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $286k | +19% | 1.2k | 242.41 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $276k | 700.00 | 393.96 |
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| Cisco Systems (CSCO) | 0.2 | $272k | 2.3k | 117.46 |
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| Shell Spon Ads (SHEL) | 0.2 | $271k | 3.5k | 77.54 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $238k | -8% | 2.7k | 89.85 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $231k | +454% | 2.7k | 86.13 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.2 | $229k | 5.9k | 38.50 |
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| Idt Corp Cl B New (IDT) | 0.2 | $215k | 3.7k | 58.16 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $213k | 1.8k | 117.67 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $208k | 1.5k | 136.72 |
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| Astera Labs (ALAB) | 0.2 | $205k | -52% | 425.00 | 483.02 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.2 | $204k | 1.1k | 185.23 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.2 | $203k | 13k | 16.16 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $199k | +6% | 2.6k | 75.51 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $198k | +602% | 3.5k | 56.48 |
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| Verizon Communications (VZ) | 0.2 | $198k | 4.7k | 42.34 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $194k | 800.00 | 242.43 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $188k | -4% | 575.00 | 327.33 |
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| Cme (CME) | 0.1 | $187k | 845.00 | 220.83 |
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| PennyMac Mortgage Investment Trust (PMT) | 0.1 | $182k | 16k | 11.28 |
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| Qualcomm (QCOM) | 0.1 | $179k | 966.00 | 184.79 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $177k | 1.5k | 116.67 |
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| Goldman Sachs Etf Tr Techn Oppor Etf (GTOP) | 0.1 | $160k | NEW | 3.2k | 49.79 |
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| Ge Aerospace Com New (GE) | 0.1 | $157k | -4% | 421.00 | 373.86 |
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| Abbvie (ABBV) | 0.1 | $150k | 596.00 | 251.46 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $149k | 2.5k | 59.71 |
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| Goldman Sachs (GS) | 0.1 | $142k | 140.00 | 1011.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $141k | 400.00 | 353.33 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $141k | 500.00 | 281.68 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $139k | 850.00 | 163.31 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $135k | 600.00 | 225.49 |
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| Vanguard World Materials Etf (VAW) | 0.1 | $131k | 571.00 | 228.69 |
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| Bristol Myers Squibb (BMY) | 0.1 | $131k | 2.3k | 57.62 |
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| JBS Cl A Shs (JBS) | 0.1 | $129k | -2% | 11k | 11.85 |
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| Kkr & Co (KKR) | 0.1 | $129k | 1.4k | 91.78 |
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| Philip Morris International (PM) | 0.1 | $128k | 710.00 | 180.91 |
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| 3M Company (MMM) | 0.1 | $109k | 674.00 | 161.91 |
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| Caterpillar (CAT) | 0.1 | $107k | 100.00 | 1064.90 |
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| Ge Vernova (GEV) | 0.1 | $98k | 83.00 | 1174.86 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $97k | NEW | 5.8k | 16.70 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $95k | 1.0k | 94.93 |
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| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.1 | $94k | -88% | 5.5k | 17.10 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $91k | +190% | 1.3k | 68.01 |
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| Tesla Motors (TSLA) | 0.1 | $90k | 215.00 | 420.60 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $90k | 825.00 | 109.55 |
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| First Tr Exchange-traded A Com Shs (FAD) | 0.1 | $87k | 434.00 | 200.11 |
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| Boeing Company (BA) | 0.1 | $87k | 400.00 | 216.47 |
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| Kite Realty Group Trust Com New (KRG) | 0.1 | $85k | 3.0k | 28.38 |
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| Deutsche Bk Namen Akt (DB) | 0.1 | $81k | 2.4k | 33.76 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $80k | 217.00 | 370.04 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $80k | +245% | 966.00 | 82.84 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $79k | +146% | 348.00 | 227.05 |
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| Dupont De Nemours Common Stock (DD) | 0.1 | $77k | NEW | 566.00 | 135.64 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $76k | +139% | 549.00 | 137.54 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $73k | 1.5k | 48.57 |
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| Oracle Corporation (ORCL) | 0.1 | $71k | 483.00 | 146.56 |
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| Nextera Energy (NEE) | 0.1 | $70k | 800.00 | 87.77 |
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| Sprott Focus Tr (FUND) | 0.1 | $69k | 7.3k | 9.48 |
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| Smucker J M Com New (SJM) | 0.1 | $68k | NEW | 600.00 | 112.50 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $67k | 4.2k | 15.77 |
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| Ford Motor Company (F) | 0.1 | $67k | 4.8k | 13.90 |
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| At&t (T) | 0.1 | $66k | 3.2k | 20.70 |
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| Unilever Spon Adr New (UL) | 0.1 | $66k | NEW | 1.1k | 60.12 |
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| International Business Machines (IBM) | 0.0 | $65k | 230.00 | 281.17 |
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| Public Storage (PSA) | 0.0 | $64k | -11% | 200.00 | 318.31 |
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| Equinix (EQIX) | 0.0 | $62k | 59.00 | 1042.41 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $61k | 118.00 | 513.60 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $60k | 800.00 | 75.45 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $60k | +42% | 1.3k | 46.15 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $58k | 439.00 | 131.60 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $58k | 1.7k | 33.88 |
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| Tri-Continental Corporation (TY) | 0.0 | $58k | 1.7k | 34.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $57k | 83.00 | 686.81 |
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| Constellation Energy (CEG) | 0.0 | $57k | 228.00 | 248.72 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $56k | +291% | 733.00 | 76.55 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $55k | +235% | 151.00 | 365.87 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $54k | 126.00 | 426.40 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $53k | -71% | 80.00 | 655.90 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $52k | NEW | 479.00 | 107.62 |
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| Southern Company (SO) | 0.0 | $51k | 529.00 | 95.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $50k | 100.00 | 500.39 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.0 | $49k | +149% | 926.00 | 52.72 |
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| Rubrik Cl A (RBRK) | 0.0 | $48k | 600.00 | 80.28 |
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| General Dynamics Corporation (GD) | 0.0 | $46k | 130.00 | 354.24 |
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| Starbucks Corporation (SBUX) | 0.0 | $46k | 450.00 | 102.19 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $45k | 1.7k | 26.66 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $45k | -19% | 849.00 | 52.68 |
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| American Electric Power Company (AEP) | 0.0 | $44k | 321.00 | 136.81 |
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| Amgen (AMGN) | 0.0 | $44k | 120.00 | 362.12 |
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| Coherent Corp (COHR) | 0.0 | $43k | +120% | 110.00 | 394.48 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $43k | 145.00 | 298.07 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.0 | $43k | 800.00 | 53.09 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $42k | 4.0k | 10.50 |
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| Xcel Energy (XEL) | 0.0 | $42k | 520.00 | 80.30 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $41k | 3.4k | 12.12 |
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| Blackrock Etf Trust Ishares Intl Div (BIDD) | 0.0 | $40k | 1.3k | 30.02 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $39k | 311.00 | 126.62 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $39k | 500.00 | 77.25 |
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| Marriott Intl Cl A (MAR) | 0.0 | $37k | 100.00 | 370.59 |
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| Rivernorth Managed (RMM) | 0.0 | $37k | 2.5k | 14.78 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $37k | +203% | 364.00 | 100.35 |
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| Blackrock Res & Commodities SHS (BCX) | 0.0 | $36k | 3.2k | 11.31 |
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| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.0 | $35k | +280% | 819.00 | 43.11 |
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| Barclays Adr (BCS) | 0.0 | $35k | 1.3k | 26.86 |
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| Peak (DOC) | 0.0 | $34k | 1.6k | 21.40 |
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| Dominion Resources (D) | 0.0 | $34k | 500.00 | 68.29 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $34k | 6.8k | 4.99 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $34k | 83.00 | 409.51 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $33k | +63% | 152.00 | 219.39 |
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| Versant Media Group Com Cl A (VSNT) | 0.0 | $33k | 902.00 | 36.01 |
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| Exelon Corporation (EXC) | 0.0 | $32k | 694.00 | 46.64 |
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| Blackberry (BB) | 0.0 | $32k | NEW | 2.5k | 12.65 |
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| Midcap Financial Invstmnt Com New (MFIC) | 0.0 | $32k | 3.1k | 10.08 |
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| Corning Incorporated (GLW) | 0.0 | $29k | NEW | 115.00 | 255.54 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $29k | +186% | 83.00 | 342.84 |
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| Axon Enterprise (AXON) | 0.0 | $28k | -50% | 50.00 | 560.62 |
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| Roku Com Cl A (ROKU) | 0.0 | $28k | 200.00 | 138.14 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $27k | 469.00 | 57.84 |
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| Global X Fds Superdividend (SDIV) | 0.0 | $27k | 1.1k | 24.44 |
|
|
| Aehr Test Systems (AEHR) | 0.0 | $26k | NEW | 275.00 | 96.06 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $26k | 7.0k | 3.77 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $26k | 305.00 | 86.31 |
|
|
| Allstate Corporation (ALL) | 0.0 | $26k | 110.00 | 237.94 |
|
|
| Home Depot (HD) | 0.0 | $26k | 74.00 | 352.68 |
|
|
| Merck & Co (MRK) | 0.0 | $26k | 199.00 | 128.50 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $25k | NEW | 500.00 | 50.49 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $25k | +150% | 250.00 | 99.54 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $25k | 139.00 | 176.32 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $24k | +80% | 471.00 | 50.42 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $23k | 400.00 | 58.42 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $23k | 1.2k | 19.12 |
|
|
| Templeton Dragon Fund (TDF) | 0.0 | $22k | 2.0k | 10.89 |
|
|
| Genie Energy CL B (GNE) | 0.0 | $22k | 1.5k | 14.45 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $22k | 158.00 | 136.68 |
|
|
| Republic Services (RSG) | 0.0 | $22k | -33% | 101.00 | 213.08 |
|
| Casey's General Stores (CASY) | 0.0 | $22k | 27.00 | 794.78 |
|
|
| Enbridge (ENB) | 0.0 | $21k | 394.00 | 54.24 |
|
|
| Universal Corporation (UVV) | 0.0 | $21k | +100% | 400.00 | 52.17 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $20k | 282.00 | 71.25 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $20k | +125% | 72.00 | 270.31 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $19k | +35% | 205.00 | 94.52 |
|
| Prologis (PLD) | 0.0 | $19k | 140.00 | 135.47 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) | 0.0 | $19k | 203.00 | 92.48 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $19k | 300.00 | 61.76 |
|
|
| Applied Optoelectronics (AAOI) | 0.0 | $19k | 125.00 | 148.16 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $18k | 169.00 | 108.69 |
|
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $18k | 1.6k | 11.15 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $18k | 418.00 | 43.18 |
|
|
| Etf Ser Solutions Defiance Space A (UFOX) | 0.0 | $17k | 181.00 | 95.04 |
|
|
| Corteva (CTVA) | 0.0 | $17k | 202.00 | 84.69 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $17k | 845.00 | 20.06 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $17k | 180.00 | 92.98 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $17k | 97.00 | 172.27 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $17k | +86% | 329.00 | 50.60 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $17k | 115.00 | 143.10 |
|
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.0 | $16k | +35% | 313.00 | 52.34 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $16k | 150.00 | 107.13 |
|
|
| Iren Ordinary Shares (IREN) | 0.0 | $16k | NEW | 350.00 | 45.73 |
|
| Fastenal Company (FAST) | 0.0 | $15k | 318.00 | 48.03 |
|
|
| American Airls (AAL) | 0.0 | $15k | 800.00 | 18.07 |
|
|
| Modine Manufacturing (MOD) | 0.0 | $14k | 54.00 | 267.02 |
|
|
| Vici Pptys (VICI) | 0.0 | $14k | +549% | 539.00 | 26.56 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $14k | +81% | 212.00 | 64.01 |
|
| Pepsi (PEP) | 0.0 | $14k | 100.00 | 135.40 |
|
|
| Galaxy Digital Cl A (GLXY) | 0.0 | $13k | 490.00 | 27.34 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $13k | 168.00 | 77.15 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $12k | 30.00 | 402.40 |
|
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $12k | 100.00 | 117.28 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $12k | NEW | 133.00 | 87.91 |
|
| Wec Energy Group (WEC) | 0.0 | $12k | 100.00 | 116.77 |
|
|
| McKesson Corporation (MCK) | 0.0 | $12k | -70% | 15.00 | 771.40 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $11k | 60.00 | 189.73 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $11k | 130.00 | 86.09 |
|
|
| Clear Secure Com Cl A (YOU) | 0.0 | $11k | NEW | 201.00 | 55.61 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $11k | NEW | 55.00 | 201.91 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $11k | NEW | 89.00 | 124.39 |
|
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $11k | 145.00 | 75.89 |
|
|
| Oneok (OKE) | 0.0 | $11k | 125.00 | 87.26 |
|
|
| Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU) | 0.0 | $11k | NEW | 216.00 | 49.80 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $11k | +90% | 105.00 | 101.66 |
|
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $11k | 200.00 | 53.30 |
|
|
| Stryker Corporation (SYK) | 0.0 | $10k | 33.00 | 314.85 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $10k | 25.00 | 415.28 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $9.6k | 28.00 | 344.32 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $9.5k | 35.00 | 270.46 |
|
|
| Netflix (NFLX) | 0.0 | $9.3k | NEW | 130.00 | 71.40 |
|
| S&p Global (SPGI) | 0.0 | $9.0k | 22.00 | 407.27 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $8.8k | 21.00 | 416.71 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $8.7k | 52.00 | 167.73 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $8.5k | NEW | 50.00 | 170.86 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $8.5k | 176.00 | 48.43 |
|
|
| Natera (NTRA) | 0.0 | $8.4k | 31.00 | 271.45 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $8.4k | 7.00 | 1199.43 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $8.2k | 222.00 | 36.82 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $8.0k | 103.00 | 77.91 |
|
|
| Better Home & Finance Holdin Com New Cl A (BETR) | 0.0 | $7.8k | 285.00 | 27.50 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $7.8k | 35.00 | 223.94 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $7.8k | 46.00 | 170.09 |
|
|
| American Water Works (AWK) | 0.0 | $7.8k | 59.00 | 131.58 |
|
|
| Block Cl A (XYZ) | 0.0 | $7.6k | 100.00 | 76.00 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $7.6k | 33.00 | 229.58 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $7.6k | NEW | 25.00 | 302.72 |
|
| Ecolab (ECL) | 0.0 | $7.5k | 27.00 | 278.63 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $7.5k | 75.00 | 100.28 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $7.5k | 204.00 | 36.73 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $7.4k | 36.00 | 205.03 |
|
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $7.4k | 277.00 | 26.63 |
|
|
| EOG Resources (EOG) | 0.0 | $7.3k | 56.00 | 129.73 |
|
|
| Travelers Companies (TRV) | 0.0 | $7.3k | 22.00 | 330.14 |
|
|
| Applied Materials (AMAT) | 0.0 | $7.2k | 10.00 | 723.00 |
|
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.0 | $7.2k | NEW | 143.00 | 50.37 |
|
| Alcon Ord Shs (ALC) | 0.0 | $7.2k | 107.00 | 67.10 |
|
|
| Steris Shs Usd (STE) | 0.0 | $7.2k | 34.00 | 210.56 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $7.1k | 143.00 | 49.82 |
|
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.0 | $7.0k | 21.00 | 333.33 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $7.0k | 220.00 | 31.61 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $6.9k | 5.00 | 1382.40 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $6.6k | 27.00 | 246.22 |
|
|
| Bk Nova Cad (BNS) | 0.0 | $6.5k | 75.00 | 86.84 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $6.3k | 52.00 | 121.44 |
|
|
| General Mills (GIS) | 0.0 | $6.3k | 180.00 | 34.80 |
|
|
| Gilead Sciences (GILD) | 0.0 | $6.2k | +96% | 49.00 | 126.35 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $6.2k | 118.00 | 52.42 |
|
|
| Rafael Hldgs Com Cl B (RFL) | 0.0 | $6.1k | 1.8k | 3.28 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $6.1k | 544.00 | 11.13 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $6.0k | 5.00 | 1194.80 |
|
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $5.9k | 45.00 | 132.22 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $5.9k | 6.00 | 978.17 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $5.8k | NEW | 23.00 | 252.22 |
|
| Coca-Cola Company (KO) | 0.0 | $5.8k | 71.00 | 81.30 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $5.7k | 96.00 | 59.69 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $5.7k | +19% | 249.00 | 22.79 |
|
| Amplify Etf Tr Block Techn Etf (BLOK) | 0.0 | $5.6k | 90.00 | 62.63 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $5.6k | 41.00 | 136.95 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $5.6k | NEW | 100.00 | 55.77 |
|
| Visa Com Cl A (V) | 0.0 | $5.5k | 16.00 | 343.06 |
|
|
| Dow (DOW) | 0.0 | $5.5k | 200.00 | 27.36 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $5.4k | 60.00 | 90.73 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $5.4k | +12% | 56.00 | 96.43 |
|
| Realty Income (O) | 0.0 | $5.2k | 84.00 | 62.30 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $5.1k | 400.00 | 12.80 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $5.1k | 37.00 | 137.73 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $5.0k | 100.00 | 49.86 |
|
|
| Church & Dwight (CHD) | 0.0 | $4.9k | +2% | 51.00 | 96.20 |
|
| Digitalbridge Group Cl A New (DBRG) | 0.0 | $4.8k | 303.00 | 15.81 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $4.8k | 16.00 | 299.00 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $4.6k | -86% | 52.00 | 88.87 |
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $4.6k | 780.00 | 5.91 |
|
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.0 | $4.4k | NEW | 138.00 | 31.79 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $4.4k | NEW | 51.00 | 85.49 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $4.3k | 9.00 | 477.56 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $4.3k | 40.00 | 107.17 |
|
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $4.2k | 100.00 | 41.94 |
|
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.0 | $4.2k | +20% | 47.00 | 88.70 |
|
| Doximity Cl A (DOCS) | 0.0 | $4.1k | 200.00 | 20.74 |
|
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.0 | $4.1k | 25.00 | 165.40 |
|
|
| Darden Restaurants (DRI) | 0.0 | $4.1k | 20.00 | 206.00 |
|
|
| T. Rowe Price (TROW) | 0.0 | $4.1k | +38% | 36.00 | 113.97 |
|
| Pool Corporation (POOL) | 0.0 | $4.1k | 19.00 | 214.89 |
|
|
| Analog Devices (ADI) | 0.0 | $4.0k | 10.00 | 397.20 |
|
|
| Intuit (INTU) | 0.0 | $3.9k | 15.00 | 261.00 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $3.9k | 5.0k | 0.78 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $3.8k | 50.00 | 76.40 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $3.7k | 30.00 | 124.43 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $3.6k | 24.00 | 151.33 |
|
|
| Burke & Herbert Financial Serv (BHRB) | 0.0 | $3.6k | NEW | 50.00 | 71.86 |
|
| Edwards Lifesciences (EW) | 0.0 | $3.5k | 39.00 | 90.46 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $3.5k | 51.00 | 68.92 |
|
|
| Citigroup Com New (C) | 0.0 | $3.5k | 25.00 | 139.96 |
|
|
| Photronics (PLAB) | 0.0 | $3.4k | 104.00 | 32.53 |
|
|
| Cibc Cad (CM) | 0.0 | $3.4k | 29.00 | 115.62 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $3.3k | 6.00 | 547.83 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $3.2k | 45.00 | 71.87 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $3.2k | 8.00 | 397.62 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $3.1k | NEW | 21.00 | 148.33 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $3.1k | 12.00 | 257.92 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $3.0k | 34.00 | 89.32 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $2.9k | 5.00 | 576.80 |
|
|
| Capital One Financial (COF) | 0.0 | $2.8k | 14.00 | 200.64 |
|
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $2.8k | 280.00 | 9.86 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $2.8k | 6.00 | 458.83 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.7k | 85.00 | 31.53 |
|
|
| Ark Etf Tr 3d Printing Etf (PRNT) | 0.0 | $2.5k | 100.00 | 24.57 |
|
|
| Chewy Cl A (CHWY) | 0.0 | $2.4k | 124.00 | 19.65 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $2.4k | 9.00 | 269.56 |
|
|
| Ametek (AME) | 0.0 | $2.4k | 10.00 | 241.90 |
|
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $2.4k | 120.00 | 19.89 |
|
|
| Microchip Technology (MCHP) | 0.0 | $2.4k | 26.00 | 91.19 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $2.4k | 15.00 | 156.73 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $2.3k | NEW | 24.00 | 96.46 |
|
| Commercial Metals Company (CMC) | 0.0 | $2.3k | 36.00 | 62.75 |
|
|
| Fmc Corp Com New (FMC) | 0.0 | $2.2k | 195.00 | 11.50 |
|
|
| Bankunited (BKU) | 0.0 | $2.2k | 46.00 | 48.46 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $2.2k | 12.00 | 185.17 |
|
|
| SLB Com Stk (SLB) | 0.0 | $2.2k | 47.00 | 46.49 |
|
|
| Arbor Realty Trust (ABR) | 0.0 | $2.2k | 400.00 | 5.42 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $2.1k | NEW | 28.00 | 76.71 |
|
| Unity Software (U) | 0.0 | $2.1k | 75.00 | 28.59 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $2.0k | 40.00 | 49.55 |
|
|
| Rockwell Automation (ROK) | 0.0 | $2.0k | 4.00 | 495.00 |
|
|
| PNC Financial Services (PNC) | 0.0 | $2.0k | 8.00 | 246.25 |
|
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.0 | $1.9k | NEW | 49.00 | 39.67 |
|
| Illumina (ILMN) | 0.0 | $1.9k | 11.00 | 175.82 |
|
|
| Elevra Lithium Sponsored Ads (ELVR) | 0.0 | $1.9k | NEW | 28.00 | 68.14 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $1.9k | 21.00 | 90.48 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $1.9k | 99.00 | 19.08 |
|
|
| Phillips 66 (PSX) | 0.0 | $1.9k | 11.00 | 169.09 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $1.8k | 26.00 | 69.65 |
|
|
| RPM International (RPM) | 0.0 | $1.8k | 16.00 | 111.12 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $1.7k | 50.00 | 34.00 |
|
|
| Autodesk (ADSK) | 0.0 | $1.6k | 8.00 | 194.38 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $1.5k | NEW | 37.00 | 41.32 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $1.4k | 9.00 | 154.56 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $1.4k | 9.00 | 154.11 |
|
|
| Oshkosh Corporation (OSK) | 0.0 | $1.4k | 9.00 | 153.44 |
|
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.0 | $1.4k | NEW | 37.00 | 36.59 |
|
| Danaher Corporation (DHR) | 0.0 | $1.3k | 7.00 | 190.43 |
|
|
| Target Corporation (TGT) | 0.0 | $1.3k | 10.00 | 130.60 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $1.3k | 30.00 | 42.67 |
|
|
| Chesapeake Energy Corp (EXE) | 0.0 | $1.3k | 14.00 | 91.21 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.3k | 15.00 | 83.60 |
|
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $1.2k | 4.00 | 293.50 |
|
|
| Nike CL B (NKE) | 0.0 | $1.1k | 28.00 | 41.04 |
|
|
| Waters Corporation (WAT) | 0.0 | $1.1k | 3.00 | 375.00 |
|
|
| Moderna (MRNA) | 0.0 | $1.1k | 15.00 | 70.00 |
|
|
| Columbia Banking System (COLB) | 0.0 | $993.999500 | 31.00 | 32.06 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $986.999200 | 22.00 | 44.86 |
|
|
| Pilgrim's Pride Corporation (PPC) | 0.0 | $955.998400 | 34.00 | 28.12 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $954.998000 | -62% | 55.00 | 17.36 |
|
| Terex Corporation (TEX) | 0.0 | $940.999800 | 13.00 | 72.38 |
|
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $940.998800 | 31.00 | 30.35 |
|
|
| salesforce (CRM) | 0.0 | $940.000200 | 6.00 | 156.67 |
|
|
| Medtronic SHS (MDT) | 0.0 | $939.000000 | 12.00 | 78.25 |
|
|
| Equity Lifestyle Properties (ELS) | 0.0 | $902.000400 | 14.00 | 64.43 |
|
|
| Honeywell International (HON) | 0.0 | $896.000000 | NEW | 4.00 | 224.00 |
|
| Synopsys (SNPS) | 0.0 | $892.000000 | 2.00 | 446.00 |
|
|
| Honeywell Aerospace (HONA) | 0.0 | $884.000000 | NEW | 4.00 | 221.00 |
|
| Viatris (VTRS) | 0.0 | $778.002400 | 49.00 | 15.88 |
|
|
| Xometry Class A Com (XMTR) | 0.0 | $772.000000 | 8.00 | 96.50 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $736.001000 | 35.00 | 21.03 |
|
|
| Diamondback Energy (FANG) | 0.0 | $703.000000 | 4.00 | 175.75 |
|
|
| Blackline (BL) | 0.0 | $702.000000 | 25.00 | 28.08 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $695.000000 | 5.00 | 139.00 |
|
|
| Commerce Bancshares (CBSH) | 0.0 | $693.000000 | 12.00 | 57.75 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $682.000200 | 9.00 | 75.78 |
|
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $679.000000 | 7.00 | 97.00 |
|
|
| Bruker Corporation (BRKR) | 0.0 | $661.999800 | 11.00 | 60.18 |
|
|
| Amcor Com New (AMCR) | 0.0 | $649.999500 | 15.00 | 43.33 |
|
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.0 | $635.999700 | 7.00 | 90.86 |
|
|
| CarMax (KMX) | 0.0 | $635.000400 | 12.00 | 52.92 |
|
|
| Teleflex Incorporated (TFX) | 0.0 | $634.000000 | 5.00 | 126.80 |
|
|
| Biolife Solutions Com New (BLFS) | 0.0 | $621.000600 | 22.00 | 28.23 |
|
|
| Repligen Corporation (RGEN) | 0.0 | $546.000000 | 4.00 | 136.50 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $528.999900 | 3.00 | 176.33 |
|
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $519.000300 | 9.00 | 57.67 |
|
|
| Spdr Series Trust St Str Sp Bank (KBE) | 0.0 | $477.000300 | -98% | 7.00 | 68.14 |
|
| Etsy (ETSY) | 0.0 | $377.000000 | 5.00 | 75.40 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $349.002000 | NEW | 69.00 | 5.06 |
|
| Lululemon Athletica (LULU) | 0.0 | $342.999900 | 3.00 | 114.33 |
|
|
| Millrose Pptys Com Cl A (MRP) | 0.0 | $301.000000 | 10.00 | 30.10 |
|
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $243.000000 | NEW | 2.00 | 121.50 |
|
| Quidel Corp (QDEL) | 0.0 | $193.000500 | 11.00 | 17.55 |
|
|
| Pembina Pipeline Corp (PBA) | 0.0 | $185.000000 | 4.00 | 46.25 |
|
|
| Inspire Med Sys (INSP) | 0.0 | $178.000000 | 4.00 | 44.50 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $177.000000 | 2.00 | 88.50 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $149.000500 | 11.00 | 13.55 |
|
|
| Amplify Etf Tr Travel Tech Etf (AWAY) | 0.0 | $127.000300 | 7.00 | 18.14 |
|
|
| Graftech Intl Ltd Sr Nt Com New (EAF) | 0.0 | $77.000300 | 13.00 | 5.92 |
|
|
| Beyond Meat (BYND) | 0.0 | $30.000000 | NEW | 40.00 | 0.75 |
|
| Oatly Group Ab Sponsored Ads (OTLY) | 0.0 | $27.999900 | NEW | 3.00 | 9.33 |
|
| Growgeneration Corp (GRWG) | 0.0 | $15.000000 | 10.00 | 1.50 |
|
|
| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.0 | $7.000000 | 1.00 | 7.00 |
|
|
| Tilray Brands (TLRY) | 0.0 | $4.000000 | 1.00 | 4.00 |
|
Past Filings by Advocate Investing Services
SEC 13F filings are viewable for Advocate Investing Services going back to 2026
- Advocate Investing Services 2026 Q2 filed July 29, 2026
- Advocate Investing Services 2026 Q1 filed April 22, 2026