Advocate Investing Services
Latest statistics and disclosures from Advocate Investing Services's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002110509
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Portfolio Holdings for Advocate Investing Services
Advocate Investing Services holds 448 positions in its portfolio as reported in the March 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) | 11.5 | $14M | 270k | 50.12 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 8.6 | $10M | 284k | 35.59 |
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| Select Sector Spdr Tr State Street Con (XLP) | 3.9 | $4.6M | 56k | 81.98 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 3.7 | $4.4M | 89k | 49.61 |
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| Ishares Tr Global Energ Etf (IXC) | 3.1 | $3.6M | 63k | 57.61 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.9 | $3.4M | 16k | 215.06 |
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| Spdr Series Trust State Street Spd (XME) | 2.9 | $3.4M | 31k | 108.01 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.8 | $2.1M | 16k | 132.90 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.8 | $2.1M | 34k | 61.26 |
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| Apple (AAPL) | 1.7 | $2.0M | 7.8k | 253.79 |
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| Wal-Mart Stores (WMT) | 1.7 | $2.0M | 16k | 124.28 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.6 | $1.9M | 13k | 148.10 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.5 | $1.7M | 35k | 49.37 |
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| Ishares Msci Emrg Chn (EMXC) | 1.4 | $1.7M | 21k | 78.66 |
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| Microsoft Corporation (MSFT) | 1.4 | $1.7M | 4.5k | 370.15 |
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| Ishares Tr Ultra Short Dur (ICSH) | 1.2 | $1.4M | 28k | 50.62 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.2 | $1.4M | 4.6k | 298.85 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $1.4M | 2.1k | 650.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $1.3M | 2.3k | 577.08 |
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| Vanguard World Inf Tech Etf (VGT) | 1.1 | $1.3M | 1.9k | 697.70 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 1.1 | $1.3M | 36k | 35.52 |
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| Vaneck Etf Trust Agribusiness Etf (MOO) | 1.1 | $1.3M | 15k | 84.50 |
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| NVIDIA Corporation (NVDA) | 1.0 | $1.2M | 6.7k | 174.40 |
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| First Solar (FSLR) | 1.0 | $1.1M | 5.7k | 197.26 |
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| United Rentals (URI) | 0.9 | $1.1M | 1.5k | 728.48 |
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| India Fund (IFN) | 0.9 | $1.1M | 96k | 11.32 |
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| Meta Platforms Cl A (META) | 0.9 | $1.1M | 1.9k | 572.10 |
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| TJX Companies (TJX) | 0.9 | $1.0M | 6.5k | 159.69 |
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| Costco Wholesale Corporation (COST) | 0.8 | $952k | 955.00 | 996.43 |
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| Deere & Company (DE) | 0.8 | $929k | 1.7k | 563.30 |
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| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.8 | $921k | 47k | 19.69 |
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| Astrazeneca Ord (AZN) | 0.8 | $897k | 4.6k | 197.22 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.8 | $897k | 26k | 34.85 |
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| Flex Lng SHS (FLNG) | 0.7 | $848k | 29k | 29.71 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $845k | 3.2k | 261.89 |
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| Ishares Tr Expanded Tech (IGV) | 0.7 | $845k | 11k | 80.05 |
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| Clorox Company (CLX) | 0.7 | $831k | 8.0k | 103.63 |
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| Liberty All Star Equity Sh Ben Int (USA) | 0.7 | $823k | 148k | 5.55 |
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| Procter & Gamble Company (PG) | 0.7 | $817k | 5.7k | 144.45 |
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| Vanguard Index Fds Value Etf (VTV) | 0.7 | $809k | 4.1k | 196.18 |
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| Kraft Heinz (KHC) | 0.7 | $792k | 35k | 22.49 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.6 | $752k | 13k | 59.19 |
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| Amazon (AMZN) | 0.6 | $740k | 3.6k | 208.27 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.6 | $739k | 5.0k | 146.61 |
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| Altria (MO) | 0.6 | $721k | 11k | 65.99 |
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| General American Investors (GAM) | 0.6 | $717k | 12k | 58.47 |
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| UnitedHealth (UNH) | 0.6 | $710k | 2.6k | 270.59 |
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| Campbell Soup Company (CPB) | 0.6 | $673k | 30k | 22.27 |
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| Black Stone Minerals Com Unit (BSM) | 0.6 | $665k | 44k | 15.12 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.6 | $652k | 2.5k | 257.35 |
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| Comcast Corp Cl A (CMCSA) | 0.6 | $649k | 23k | 28.71 |
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| Ishares Msci Brazil Etf (EWZ) | 0.5 | $625k | 16k | 38.39 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.5 | $620k | 4.3k | 145.80 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $602k | 6.2k | 97.13 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $595k | 910.00 | 653.55 |
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| Johnson & Johnson (JNJ) | 0.5 | $588k | 2.4k | 244.44 |
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| BP Sponsored Adr (BP) | 0.5 | $532k | 11k | 47.00 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $530k | 5.5k | 96.47 |
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| Bank of America Corporation (BAC) | 0.4 | $513k | 11k | 48.75 |
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| Tko Group Holdings Cl A (TKO) | 0.4 | $504k | 2.5k | 201.65 |
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| Vale S A Sponsored Ads (VALE) | 0.4 | $501k | 32k | 15.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $496k | 1.7k | 287.63 |
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| Chevron Corporation (CVX) | 0.4 | $475k | 2.3k | 206.90 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.4 | $466k | 26k | 18.29 |
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| Halliburton Company (HAL) | 0.4 | $448k | 12k | 38.99 |
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| Pfizer (PFE) | 0.4 | $425k | 15k | 28.08 |
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| Broadcom (AVGO) | 0.4 | $421k | 1.4k | 309.51 |
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| Ssga Active Etf Tr State Street Glo (GAL) | 0.3 | $403k | 8.2k | 49.50 |
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| Ishares Tr Msci India Etf (INDA) | 0.3 | $400k | 8.5k | 46.84 |
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| American Tower Reit (AMT) | 0.3 | $391k | 2.3k | 172.58 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $375k | 5.5k | 68.14 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $371k | 863.00 | 430.29 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $365k | 855.00 | 426.40 |
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| Ishares Msci World Etf (URTH) | 0.3 | $353k | 2.0k | 180.02 |
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| Walt Disney Company (DIS) | 0.3 | $335k | 3.5k | 96.38 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.3 | $331k | 2.0k | 165.70 |
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| Shell Spon Ads (SHEL) | 0.3 | $326k | 3.5k | 93.00 |
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| Ares Capital Corporation (ARCC) | 0.3 | $314k | 17k | 18.02 |
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| Fidelity Covington Trust Int Hg Div Etf (FIDI) | 0.3 | $306k | 11k | 27.61 |
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| Wp Carey (WPC) | 0.2 | $289k | 4.3k | 67.96 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $286k | 997.00 | 287.28 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.2 | $286k | 31k | 9.21 |
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| Advanced Micro Devices (AMD) | 0.2 | $285k | 1.4k | 203.43 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.2 | $260k | 13k | 20.75 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $258k | 1.5k | 169.66 |
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| Cme (CME) | 0.2 | $250k | 845.00 | 295.35 |
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| Hormel Foods Corporation (HRL) | 0.2 | $243k | 11k | 22.65 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.2 | $235k | 5.9k | 39.52 |
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| Verizon Communications (VZ) | 0.2 | $235k | 4.7k | 50.20 |
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| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.2 | $228k | 10k | 22.15 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $222k | 1.5k | 146.28 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $220k | 700.00 | 313.81 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $218k | 2.5k | 88.16 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $216k | 985.00 | 218.85 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $212k | 485.00 | 436.35 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $208k | 1.8k | 114.99 |
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| JBS Cl A Shs (JBS) | 0.2 | $202k | 11k | 17.96 |
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| PennyMac Mortgage Investment Trust (PMT) | 0.2 | $188k | 16k | 11.66 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $186k | 1.9k | 98.38 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $182k | 2.9k | 62.67 |
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| Idt Corp Cl B New (IDT) | 0.2 | $182k | 3.7k | 49.10 |
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| Cisco Systems (CSCO) | 0.2 | $179k | 2.3k | 77.59 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $178k | 1.1k | 161.73 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $177k | 2.5k | 70.84 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $176k | 599.00 | 294.16 |
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| Intel Corporation (INTC) | 0.1 | $171k | 3.9k | 44.13 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $171k | 800.00 | 213.67 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $150k | 500.00 | 300.83 |
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| Bristol Myers Squibb (BMY) | 0.1 | $137k | 2.3k | 60.65 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $135k | 600.00 | 224.59 |
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| Kkr & Co (KKR) | 0.1 | $130k | 1.4k | 92.50 |
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| Abbvie (ABBV) | 0.1 | $130k | 595.00 | 217.58 |
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| Vanguard World Materials Etf (VAW) | 0.1 | $129k | 571.00 | 225.24 |
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| Ge Aerospace Com New (GE) | 0.1 | $125k | 440.00 | 283.77 |
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| Qualcomm (QCOM) | 0.1 | $124k | 966.00 | 128.78 |
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| Goldman Sachs (GS) | 0.1 | $118k | 140.00 | 845.99 |
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| Philip Morris International (PM) | 0.1 | $117k | 710.00 | 165.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $115k | 400.00 | 286.86 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $107k | 280.00 | 383.40 |
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| Astera Labs (ALAB) | 0.1 | $99k | 900.00 | 109.60 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $98k | 850.00 | 115.38 |
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| 3M Company (MMM) | 0.1 | $98k | 674.00 | 145.23 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $98k | 1.5k | 65.00 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $93k | 1.0k | 93.29 |
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| At&t (T) | 0.1 | $93k | 3.2k | 28.99 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $85k | 1.1k | 80.54 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $85k | 824.00 | 103.11 |
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| Tesla Motors (TSLA) | 0.1 | $80k | 215.00 | 371.75 |
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| Boeing Company (BA) | 0.1 | $80k | 400.00 | 199.03 |
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| Dupont De Nemours (DD) | 0.1 | $78k | 1.7k | 45.80 |
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| Nextera Energy (NEE) | 0.1 | $74k | 800.00 | 92.88 |
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| Kite Realty Group Trust Com New (KRG) | 0.1 | $74k | 3.0k | 24.55 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $73k | 800.00 | 91.77 |
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| Ge Vernova (GEV) | 0.1 | $73k | 83.00 | 872.89 |
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| Deutsche Bk Namen Akt (DB) | 0.1 | $72k | 2.4k | 29.78 |
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| Oracle Corporation (ORCL) | 0.1 | $71k | 483.00 | 147.04 |
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| Caterpillar (CAT) | 0.1 | $71k | 100.00 | 708.46 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $70k | 217.00 | 320.81 |
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| First Tr Exchange-traded A Com Shs (FAD) | 0.1 | $69k | 434.00 | 158.97 |
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| Sprott Focus Tr (FUND) | 0.1 | $68k | 7.2k | 9.54 |
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| Constellation Energy (CEG) | 0.1 | $64k | 228.00 | 279.19 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $63k | 4.2k | 14.77 |
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| Public Storage (PSA) | 0.1 | $62k | 227.00 | 270.88 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $59k | 118.00 | 499.66 |
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| Equinix (EQIX) | 0.0 | $58k | 59.00 | 980.24 |
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| International Business Machines (IBM) | 0.0 | $56k | 230.00 | 242.16 |
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| Ford Motor Company (F) | 0.0 | $55k | 4.8k | 11.54 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $53k | 439.00 | 120.81 |
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| Tri-Continental Corporation (TY) | 0.0 | $52k | 1.6k | 31.59 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $51k | 1.7k | 30.12 |
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| Southern Company (SO) | 0.0 | $51k | 529.00 | 96.58 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $50k | 83.00 | 597.54 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $48k | 100.00 | 479.20 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $47k | 126.00 | 370.68 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $47k | 1.7k | 27.46 |
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| General Dynamics Corporation (GD) | 0.0 | $45k | 130.00 | 343.22 |
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| McKesson Corporation (MCK) | 0.0 | $44k | 50.00 | 869.96 |
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| Axon Enterprise (AXON) | 0.0 | $43k | 100.00 | 424.69 |
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| Amgen (AMGN) | 0.0 | $42k | 120.00 | 351.85 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $42k | 911.00 | 46.19 |
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| American Electric Power Company (AEP) | 0.0 | $42k | 321.00 | 131.08 |
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| Xcel Energy (XEL) | 0.0 | $41k | 520.00 | 79.44 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $41k | 4.0k | 10.18 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $40k | 308.00 | 131.15 |
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| Starbucks Corporation (SBUX) | 0.0 | $40k | 450.00 | 89.59 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.0 | $40k | 800.00 | 49.37 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $39k | 3.4k | 11.50 |
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| Blackrock Res & Commodities SHS (BCX) | 0.0 | $39k | 3.2k | 12.05 |
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| Blackrock Etf Trust Ishares Intl Div (BIDD) | 0.0 | $38k | 1.3k | 28.43 |
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| Midcap Financial Invstmnt Com New (MFIC) | 0.0 | $35k | 3.1k | 11.24 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $35k | 500.00 | 70.36 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $35k | 6.8k | 5.10 |
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| Rivernorth Managed (RMM) | 0.0 | $34k | 2.5k | 13.63 |
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| Exelon Corporation (EXC) | 0.0 | $34k | 688.00 | 49.02 |
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| Versant Media Group Com Cl A (VSNT) | 0.0 | $33k | 902.00 | 37.02 |
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| Republic Services (RSG) | 0.0 | $33k | 151.00 | 219.02 |
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| Marriott Intl Cl A (MAR) | 0.0 | $33k | 100.00 | 327.07 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $31k | 377.00 | 82.87 |
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| Dominion Resources (D) | 0.0 | $31k | 500.00 | 61.82 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $30k | 141.00 | 211.13 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $30k | 83.00 | 356.55 |
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| Rubrik Cl A (RBRK) | 0.0 | $29k | 600.00 | 48.97 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $28k | 500.00 | 56.68 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $28k | 145.00 | 194.14 |
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| Global X Fds Superdividend (SDIV) | 0.0 | $28k | 1.1k | 25.26 |
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| Barclays Adr (BCS) | 0.0 | $28k | 1.3k | 21.16 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $27k | 469.00 | 57.64 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $27k | 460.00 | 58.18 |
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| Peak (DOC) | 0.0 | $26k | 1.6k | 16.43 |
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| Spdr Series Trust State Street Spd (KBE) | 0.0 | $26k | 435.00 | 59.55 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $26k | 229.00 | 113.10 |
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| Grab Holdings Class A Ord (GRAB) | 0.0 | $26k | 7.0k | 3.66 |
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| Zoom Communications Cl A (ZM) | 0.0 | $25k | 305.00 | 80.39 |
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| Home Depot (HD) | 0.0 | $24k | 74.00 | 328.88 |
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| Merck & Co (MRK) | 0.0 | $24k | 199.00 | 120.29 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $24k | 400.00 | 59.07 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $24k | 1.2k | 19.30 |
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| Allstate Corporation (ALL) | 0.0 | $23k | 110.00 | 207.34 |
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| Pan American Silver Corp Can (PAAS) | 0.0 | $22k | 401.00 | 54.66 |
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| Templeton Dragon Fund (TDF) | 0.0 | $21k | 2.0k | 10.61 |
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| Genie Energy CL B (GNE) | 0.0 | $21k | 1.5k | 14.14 |
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| Enbridge (ENB) | 0.0 | $21k | 390.00 | 54.14 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $21k | 1.6k | 12.51 |
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| Casey's General Stores (CASY) | 0.0 | $20k | 27.00 | 727.85 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $20k | 280.00 | 69.76 |
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| Roku Com Cl A (ROKU) | 0.0 | $19k | 200.00 | 94.62 |
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| Paypal Holdings (PYPL) | 0.0 | $19k | 418.00 | 45.23 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $19k | 158.00 | 118.45 |
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| Prologis (PLD) | 0.0 | $19k | 140.00 | 132.18 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $18k | 282.00 | 64.08 |
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| Atmos Energy Corporation (ATO) | 0.0 | $18k | 97.00 | 184.72 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $18k | 93.00 | 191.84 |
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| Amphenol Corp Cl A (APH) | 0.0 | $18k | 139.00 | 126.35 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $18k | 300.00 | 58.47 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $18k | 845.00 | 20.70 |
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| Corteva (CTVA) | 0.0 | $17k | 202.00 | 83.71 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $17k | 150.00 | 110.86 |
|
|
| Pepsi (PEP) | 0.0 | $16k | 100.00 | 155.29 |
|
|
| Fastenal Company (FAST) | 0.0 | $15k | 318.00 | 46.40 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $15k | 115.00 | 126.28 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $14k | 151.00 | 94.95 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $14k | 45.00 | 318.07 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $14k | 180.00 | 79.12 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $14k | 187.00 | 74.35 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $13k | 261.00 | 50.44 |
|
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.0 | $13k | 375.00 | 33.22 |
|
|
| Etf Ser Solutions Defiance Connect (SIXG) | 0.0 | $12k | 181.00 | 68.18 |
|
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.0 | $12k | 371.00 | 32.96 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) | 0.0 | $12k | 203.00 | 60.12 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $12k | 120.00 | 100.73 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $12k | 231.00 | 51.93 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $12k | 169.00 | 70.97 |
|
|
| Coherent Corp (COHR) | 0.0 | $12k | 50.00 | 238.22 |
|
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $12k | 277.00 | 42.91 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $12k | 130.00 | 90.42 |
|
|
| Modine Manufacturing (MOD) | 0.0 | $12k | 54.00 | 216.70 |
|
|
| Wec Energy Group (WEC) | 0.0 | $12k | 100.00 | 115.77 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $12k | 60.00 | 192.90 |
|
|
| Oneok (OKE) | 0.0 | $11k | 125.00 | 90.63 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $11k | 168.00 | 65.30 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $11k | 52.00 | 210.04 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $11k | 100.00 | 108.98 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $11k | 30.00 | 363.23 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $11k | 25.00 | 433.96 |
|
|
| Stryker Corporation (SYK) | 0.0 | $11k | 33.00 | 328.58 |
|
|
| Applied Optoelectronics (AAOI) | 0.0 | $11k | 125.00 | 84.59 |
|
|
| Universal Corporation (UVV) | 0.0 | $11k | 200.00 | 52.70 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $11k | 140.00 | 75.25 |
|
|
| MetLife (MET) | 0.0 | $10k | 145.00 | 70.72 |
|
|
| Better Home & Finance Holdin Com New Cl A (BETR) | 0.0 | $10k | 285.00 | 35.62 |
|
|
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $10k | 145.00 | 69.18 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $10k | 220.00 | 45.30 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $9.9k | 32.00 | 310.78 |
|
|
| S&p Global (SPGI) | 0.0 | $9.4k | 22.00 | 425.32 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $9.1k | 35.00 | 260.29 |
|
|
| Galaxy Digital Cl A (GLXY) | 0.0 | $9.0k | 490.00 | 18.45 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $9.0k | 28.00 | 320.54 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $8.8k | 176.00 | 50.04 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $8.8k | 36.00 | 243.06 |
|
|
| American Airls (AAL) | 0.0 | $8.6k | 800.00 | 10.74 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $8.5k | 176.00 | 48.05 |
|
|
| Dow (DOW) | 0.0 | $8.3k | 200.00 | 41.65 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $8.3k | 117.00 | 71.18 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $8.3k | 204.00 | 40.79 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $8.3k | 219.00 | 37.88 |
|
|
| EOG Resources (EOG) | 0.0 | $8.1k | 56.00 | 144.57 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $8.1k | 103.00 | 78.41 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $8.1k | 107.00 | 75.36 |
|
|
| American Water Works (AWK) | 0.0 | $8.0k | 59.00 | 136.08 |
|
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.0 | $7.8k | 215.00 | 36.22 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $7.8k | 46.00 | 169.13 |
|
|
| Coreweave Com Cl A (CRWV) | 0.0 | $7.7k | 100.00 | 77.47 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $7.6k | 21.00 | 363.81 |
|
|
| Steris Shs Usd (STE) | 0.0 | $7.5k | 34.00 | 221.12 |
|
|
| Weyerhaeuser Com New (WY) | 0.0 | $7.3k | 300.00 | 24.43 |
|
|
| Ecolab (ECL) | 0.0 | $7.2k | 27.00 | 266.00 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $7.1k | 33.00 | 216.58 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $7.1k | 35.00 | 203.17 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $7.1k | 100.00 | 70.51 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $7.0k | 29.00 | 240.00 |
|
|
| General Mills (GIS) | 0.0 | $6.7k | 180.00 | 37.22 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $6.7k | 41.00 | 162.49 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $6.6k | 143.00 | 45.97 |
|
|
| Intuit (INTU) | 0.0 | $6.5k | 15.00 | 432.40 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $6.5k | 117.00 | 55.21 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $6.4k | 7.00 | 919.71 |
|
|
| Travelers Companies (TRV) | 0.0 | $6.4k | 22.00 | 291.68 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $6.3k | 544.00 | 11.52 |
|
|
| Natera (NTRA) | 0.0 | $6.2k | 31.00 | 200.00 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $6.2k | 60.00 | 102.67 |
|
|
| Block Cl A (XYZ) | 0.0 | $6.0k | 100.00 | 60.18 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $5.9k | 30.00 | 198.30 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $5.8k | 37.00 | 158.03 |
|
|
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $5.6k | 200.00 | 28.11 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $5.6k | 27.00 | 205.81 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $5.5k | 5.00 | 1093.40 |
|
|
| Coca-Cola Company (KO) | 0.0 | $5.4k | 71.00 | 75.72 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $5.4k | 6.00 | 895.17 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $5.3k | 5.00 | 1067.60 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $5.3k | 45.00 | 118.20 |
|
|
| Bk Nova Cad (BNS) | 0.0 | $5.2k | 75.00 | 69.31 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $5.2k | 75.00 | 69.31 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $5.2k | 96.00 | 54.05 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $5.2k | 50.00 | 103.76 |
|
|
| Realty Income (O) | 0.0 | $5.1k | 83.00 | 61.46 |
|
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $5.1k | 45.00 | 112.44 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $4.9k | 400.00 | 12.33 |
|
|
| Visa Com Cl A (V) | 0.0 | $4.8k | 16.00 | 302.25 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $4.8k | 52.00 | 92.63 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $4.8k | 209.00 | 22.91 |
|
|
| Church & Dwight (CHD) | 0.0 | $4.7k | 50.00 | 94.22 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $4.7k | 50.00 | 93.94 |
|
|
| Digitalbridge Group Cl A New (DBRG) | 0.0 | $4.7k | 303.00 | 15.44 |
|
|
| Doximity Cl A (DOCS) | 0.0 | $4.7k | 200.00 | 23.30 |
|
|
| Amplify Etf Tr Blockchain Techn (BLOK) | 0.0 | $4.5k | 90.00 | 49.81 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $4.4k | 16.00 | 272.31 |
|
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $4.2k | 100.00 | 42.48 |
|
|
| Photronics (PLAB) | 0.0 | $4.2k | 104.00 | 40.41 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $4.0k | 40.00 | 100.00 |
|
|
| Darden Restaurants (DRI) | 0.0 | $3.9k | 20.00 | 196.05 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $3.9k | 6.00 | 646.17 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $3.9k | 5.0k | 0.77 |
|
|
| Pool Corporation (POOL) | 0.0 | $3.8k | 19.00 | 202.32 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $3.8k | 24.00 | 157.25 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $3.7k | 8.00 | 461.00 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $3.6k | 50.00 | 72.70 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $3.5k | 55.00 | 64.22 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $3.5k | 51.00 | 68.78 |
|
|
| Gilead Sciences (GILD) | 0.0 | $3.5k | 25.00 | 139.36 |
|
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.0 | $3.5k | 39.00 | 89.00 |
|
|
| Applied Materials (AMAT) | 0.0 | $3.4k | 10.00 | 341.80 |
|
|
| Fmc Corp Com New (FMC) | 0.0 | $3.4k | 195.00 | 17.22 |
|
|
| Chewy Cl A (CHWY) | 0.0 | $3.3k | 124.00 | 27.00 |
|
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $3.3k | 780.00 | 4.29 |
|
|
| C3 Ai Cl A (AI) | 0.0 | $3.3k | 395.00 | 8.42 |
|
|
| Analog Devices (ADI) | 0.0 | $3.2k | 10.00 | 318.10 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $3.1k | 39.00 | 80.08 |
|
|
| Linkbancorp (LNKB) | 0.0 | $3.1k | 372.00 | 8.34 |
|
|
| Arbor Realty Trust (ABR) | 0.0 | $3.1k | 400.00 | 7.71 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $3.0k | 9.00 | 338.00 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $3.0k | 34.00 | 88.97 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $2.9k | 5.00 | 588.60 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $2.9k | 42.00 | 68.33 |
|
|
| Citigroup Com New (C) | 0.0 | $2.8k | 25.00 | 113.40 |
|
|
| Spdr Series Trust State Street Spd (CNRG) | 0.0 | $2.8k | 31.00 | 90.32 |
|
|
| Cibc Cad (CM) | 0.0 | $2.7k | 29.00 | 94.59 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $2.7k | 145.00 | 18.88 |
|
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $2.7k | 25.00 | 107.32 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $2.7k | 6.00 | 444.33 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.6k | 84.00 | 30.63 |
|
|
| Capital One Financial (COF) | 0.0 | $2.6k | 14.00 | 182.43 |
|
|
| Heico Corp Cl A (HEI.A) | 0.0 | $2.5k | 12.00 | 211.08 |
|
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $2.5k | 280.00 | 9.02 |
|
|
| SLB Com Stk (SLB) | 0.0 | $2.4k | 47.00 | 51.38 |
|
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.0 | $2.4k | 21.00 | 112.29 |
|
|
| T. Rowe Price (TROW) | 0.0 | $2.3k | 26.00 | 89.00 |
|
|
| Rafael Hldgs Com Cl B (RFL) | 0.0 | $2.3k | 1.8k | 1.25 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $2.3k | 15.00 | 152.73 |
|
|
| Vici Pptys (VICI) | 0.0 | $2.3k | 83.00 | 27.25 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $2.3k | 9.00 | 250.00 |
|
|
| Commercial Metals Company (CMC) | 0.0 | $2.2k | 36.00 | 61.42 |
|
|
| Ametek (AME) | 0.0 | $2.1k | 10.00 | 214.40 |
|
|
| Bankunited (BKU) | 0.0 | $2.1k | 46.00 | 45.15 |
|
|
| Ark Etf Tr 3d Printing Etf (PRNT) | 0.0 | $2.0k | 100.00 | 20.43 |
|
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $2.0k | 120.00 | 16.97 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $2.0k | 15.00 | 135.73 |
|
|
| Phillips 66 (PSX) | 0.0 | $2.0k | 11.00 | 182.18 |
|
|
| Autodesk (ADSK) | 0.0 | $1.9k | 8.00 | 239.38 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.9k | 54.00 | 35.15 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $1.9k | 12.00 | 157.33 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $1.8k | 21.00 | 86.86 |
|
|
| Honeywell International (HON) | 0.0 | $1.8k | 8.00 | 226.00 |
|
|
| Microchip Technology (MCHP) | 0.0 | $1.7k | 26.00 | 64.62 |
|
|
| PNC Financial Services (PNC) | 0.0 | $1.7k | 8.00 | 208.12 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $1.7k | 99.00 | 16.72 |
|
|
| Unity Software (U) | 0.0 | $1.6k | 75.00 | 21.95 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $1.6k | 26.00 | 62.38 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $1.6k | 50.00 | 32.02 |
|
|
| RPM International (RPM) | 0.0 | $1.6k | 16.00 | 99.38 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $1.6k | 40.00 | 39.08 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $1.5k | 9.00 | 171.22 |
|
|
| Chesapeake Energy Corp (EXE) | 0.0 | $1.5k | 14.00 | 109.79 |
|
|
| Nike CL B (NKE) | 0.0 | $1.5k | 28.00 | 52.82 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $1.4k | 30.00 | 48.17 |
|
|
| Rockwell Automation (ROK) | 0.0 | $1.4k | 4.00 | 359.00 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.4k | 10.00 | 142.40 |
|
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $1.4k | 31.00 | 44.42 |
|
|
| Illumina (ILMN) | 0.0 | $1.4k | 11.00 | 123.27 |
|
|
| Danaher Corporation (DHR) | 0.0 | $1.3k | 7.00 | 189.57 |
|
|
| Oshkosh Corporation (OSK) | 0.0 | $1.3k | 9.00 | 147.22 |
|
|
| Pilgrim's Pride Corporation (PPC) | 0.0 | $1.3k | 34.00 | 37.76 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $1.3k | 24.00 | 52.25 |
|
|
| Cullen/Frost Bankers (CFR) | 0.0 | $1.2k | 9.00 | 137.11 |
|
|
| Target Corporation (TGT) | 0.0 | $1.2k | 10.00 | 121.20 |
|
|
| salesforce (CRM) | 0.0 | $1.1k | 6.00 | 186.67 |
|
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $1.1k | 4.00 | 278.75 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.1k | 15.00 | 71.33 |
|
|
| Medtronic SHS (MDT) | 0.0 | $1.0k | 12.00 | 86.67 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $977.999000 | 22.00 | 44.45 |
|
|
| Blackline (BL) | 0.0 | $925.000000 | 25.00 | 37.00 |
|
|
| Waters Corporation (WAT) | 0.0 | $893.000100 | 3.00 | 297.67 |
|
|
| Global Payments (GPN) | 0.0 | $875.000100 | 13.00 | 67.31 |
|
|
| Equity Lifestyle Properties (ELS) | 0.0 | $874.000400 | 14.00 | 62.43 |
|
|
| Q2 Holdings (QTWO) | 0.0 | $851.000400 | 18.00 | 47.28 |
|
|
| Columbia Banking System (COLB) | 0.0 | $850.001400 | 31.00 | 27.42 |
|
|
| Synopsys (SNPS) | 0.0 | $793.000000 | 2.00 | 396.50 |
|
|
| ACCO Brands Corporation (ACCO) | 0.0 | $792.000000 | 264.00 | 3.00 |
|
|
| Diamondback Energy (FANG) | 0.0 | $791.000000 | 4.00 | 197.75 |
|
|
| Terex Corporation (TEX) | 0.0 | $767.999700 | 13.00 | 59.08 |
|
|
| Moderna (MRNA) | 0.0 | $762.000000 | 15.00 | 50.80 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $750.000000 | 5.00 | 150.00 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $731.999700 | 9.00 | 81.33 |
|
|
| Viatris (VTRS) | 0.0 | $661.999800 | 49.00 | 13.51 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $642.001500 | 35.00 | 18.34 |
|
|
| Flagstar Bank National Assoc Com New (FLG) | 0.0 | $600.999200 | 46.00 | 13.07 |
|
|
| Teleflex Incorporated (TFX) | 0.0 | $598.000000 | 5.00 | 119.60 |
|
|
| Amcor Com New (AMCR) | 0.0 | $595.999500 | 15.00 | 39.73 |
|
|
| Commerce Bancshares (CBSH) | 0.0 | $590.000400 | 12.00 | 49.17 |
|
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $554.999900 | 7.00 | 79.29 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $553.000000 | 7.00 | 79.00 |
|
|
| Leggett & Platt (LEG) | 0.0 | $529.999200 | 54.00 | 9.81 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $516.000000 | 3.00 | 172.00 |
|
|
| Align Technology (ALGN) | 0.0 | $513.999900 | 3.00 | 171.33 |
|
|
| CarMax (KMX) | 0.0 | $498.999600 | 12.00 | 41.58 |
|
|
| Repligen Corporation (RGEN) | 0.0 | $471.000000 | 4.00 | 117.75 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $459.000000 | 3.00 | 153.00 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $434.999700 | 9.00 | 48.33 |
|
|
| Brooks Automation (AZTA) | 0.0 | $423.000000 | 20.00 | 21.15 |
|
|
| Biolife Solutions Com New (BLFS) | 0.0 | $419.999800 | 22.00 | 19.09 |
|
|
| Herc Hldgs (HRI) | 0.0 | $398.000000 | 4.00 | 99.50 |
|
|
| Bruker Corporation (BRKR) | 0.0 | $396.999900 | 11.00 | 36.09 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $395.999800 | 7.00 | 56.57 |
|
|
| Xometry Class A Com (XMTR) | 0.0 | $327.000000 | 8.00 | 40.88 |
|
|
| Millrose Pptys Com Cl A (MRP) | 0.0 | $280.000000 | 10.00 | 28.00 |
|
|
| Etsy (ETSY) | 0.0 | $250.000000 | 5.00 | 50.00 |
|
|
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $231.999600 | 28.00 | 8.29 |
|
|
| Inspire Med Sys (INSP) | 0.0 | $206.000000 | 4.00 | 51.50 |
|
|
| Quidel Corp (QDEL) | 0.0 | $180.999500 | 11.00 | 16.45 |
|
|
| Pembina Pipeline Corp (PBA) | 0.0 | $179.000000 | 4.00 | 44.75 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $152.000000 | 2.00 | 76.00 |
|
|
| Amplify Etf Tr Amplify Travel T (AWAY) | 0.0 | $113.000300 | 7.00 | 16.14 |
|
|
| Cable One (CABO) | 0.0 | $91.000000 | 1.00 | 91.00 |
|
|
| Graftech Intl Ltd Sr Nt Com New (EAF) | 0.0 | $87.999600 | 13.00 | 6.77 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $66.000000 | 11.00 | 6.00 |
|
|
| Growgeneration Corp (GRWG) | 0.0 | $11.000000 | 10.00 | 1.10 |
|
|
| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.0 | $6.000000 | 1.00 | 6.00 |
|
|
| Tilray Brands (TLRY) | 0.0 | $6.000000 | 1.00 | 6.00 |
|
|
| Medical Properties Trust (MPT) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Advocate Investing Services
SEC 13F filings are viewable for Advocate Investing Services going back to 2026
- Advocate Investing Services 2026 Q1 filed April 22, 2026