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, IXC, and represent 28.99% of Advocate Investing Services's stock portfolio.
- Added to shares of these 10 stocks: ACN, XOM, VTEB, CAG, ICSH, XLP, KBE, RDVY, CRDO, TEVA.
- Started 16 new stock positions in OKE, ABCL, CRDO, CAG, GGOV, VTEB, RR, XOM, WY, MBGL. Putnam Etf Trust Focused U.s. Res, GTY, TEVA, NNE, BYND, SOFI.
- Reduced shares in these 10 stocks: GSY, TCAF, MO, VYM, , URI, VIG, QQQ, IGV, MSFT.
- Sold out of its positions in AWAY, Beyond Meat, BIO, Biolife Solutions, BL, BRKR, KMX, CWST, QDEL, CPNG.
- Advocate Investing Services was a net seller of stock by $-2.5M.
- Advocate Investing Services has $128M in assets under management (AUM), dropping by -1.76%.
- Central Index Key (CIK): 0002110509
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Portfolio Holdings for Advocate Investing Services
Advocate Investing Services holds 449 positions in its portfolio as reported in the September 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) | 9.7 | $12M | -4% | 248k | 49.93 |
|
| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 8.9 | $11M | -4% | 270k | 42.27 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 4.0 | $5.1M | +2% | 64k | 80.60 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 3.6 | $4.6M | 95k | 48.18 |
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| Ishares Tr Global Energ Etf (IXC) | 2.7 | $3.5M | -3% | 61k | 56.97 |
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| Spdr Series Trust St Str Sp Metal (XME) | 2.5 | $3.1M | 30k | 103.56 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 2.4 | $3.1M | 16k | 195.75 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.1 | $2.7M | -7% | 17k | 155.20 |
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| Apple (AAPL) | 2.0 | $2.6M | 7.8k | 333.02 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.0 | $2.6M | -6% | 11k | 233.31 |
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| Microsoft Corporation (MSFT) | 1.7 | $2.2M | -5% | 4.3k | 512.86 |
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| Vanguard World Inf Tech Etf (VGT) | 1.7 | $2.2M | -2% | 17k | 125.67 |
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| Ishares Msci Emrg Chn (EMXC) | 1.6 | $2.0M | 21k | 99.08 |
|
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.5 | $1.9M | -4% | 32k | 61.50 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.5 | $1.9M | 35k | 53.40 |
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| Ishares Tr Ultra Short Dur (ICSH) | 1.4 | $1.8M | +7% | 35k | 50.40 |
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| Wal-Mart Stores (WMT) | 1.3 | $1.6M | 16k | 103.92 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 1.3 | $1.6M | 4.6k | 351.85 |
|
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| NVIDIA Corporation (NVDA) | 1.2 | $1.6M | 6.8k | 228.39 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $1.5M | -8% | 2.1k | 739.72 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $1.4M | 1.9k | 762.63 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 1.1 | $1.4M | +6% | 17k | 78.29 |
|
| United Rentals (URI) | 1.1 | $1.4M | -11% | 1.4k | 1001.12 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 1.0 | $1.3M | 37k | 34.50 |
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| Vaneck Etf Trust Agribusiness Etf (MOO) | 1.0 | $1.2M | 15k | 81.47 |
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| Meta Platforms Cl A (META) | 1.0 | $1.2M | -2% | 1.7k | 725.01 |
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| Deere & Company (DE) | 0.9 | $1.1M | 1.7k | 671.55 |
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| Procter & Gamble Company (PG) | 0.8 | $1.1M | 7.3k | 145.28 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.8 | $1.0M | 26k | 39.78 |
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| First Solar (FSLR) | 0.8 | $1.0M | 5.7k | 175.16 |
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| Ishares Tr Expanded Tech (IGV) | 0.8 | $969k | -11% | 9.1k | 106.48 |
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| UnitedHealth (UNH) | 0.7 | $951k | 2.6k | 367.13 |
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| Kimberly-Clark Corporation (KMB) | 0.7 | $946k | 9.7k | 97.43 |
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| Costco Wholesale Corporation (COST) | 0.7 | $869k | 955.00 | 910.34 |
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| Advanced Micro Devices (AMD) | 0.7 | $857k | 1.4k | 611.76 |
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| Amazon (AMZN) | 0.7 | $856k | -5% | 3.4k | 249.15 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.7 | $849k | 5.0k | 168.42 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.7 | $847k | 3.9k | 216.06 |
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| Liberty All Star Equity Sh Ben Int (USA) | 0.7 | $840k | -3% | 146k | 5.77 |
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| Kraft Heinz (KHC) | 0.6 | $827k | -4% | 36k | 22.72 |
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| Clorox Company (CLX) | 0.6 | $821k | +4% | 10k | 81.01 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.6 | $813k | -11% | 2.9k | 284.46 |
|
| TJX Companies (TJX) | 0.6 | $808k | 6.1k | 132.31 |
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| Flex Lng SHS (FLNG) | 0.6 | $792k | -10% | 26k | 30.76 |
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| India Fund (IFN) | 0.6 | $792k | -11% | 74k | 10.64 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.6 | $782k | 13k | 61.58 |
|
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| General American Investors (GAM) | 0.6 | $778k | 12k | 63.44 |
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| Campbell Soup Company (CPB) | 0.6 | $762k | 38k | 19.83 |
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| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 0.6 | $740k | 2.5k | 292.10 |
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| Astrazeneca Ord (AZN) | 0.6 | $735k | 4.6k | 161.47 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $666k | -12% | 869.00 | 766.07 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.5 | $661k | 4.3k | 155.23 |
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| Johnson & Johnson (JNJ) | 0.5 | $637k | 2.4k | 264.74 |
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| Ishares Tr Msci India Etf (INDA) | 0.5 | $632k | 14k | 46.68 |
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| Ishares Msci Brazil Etf (EWZ) | 0.5 | $606k | 16k | 37.25 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $592k | 27k | 21.76 |
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| Bank of America Corporation (BAC) | 0.4 | $572k | 11k | 54.43 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $561k | -12% | 5.4k | 103.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $547k | -11% | 1.6k | 344.11 |
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| Altria (MO) | 0.4 | $527k | -33% | 7.8k | 67.34 |
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| BP Sponsored Adr (BP) | 0.4 | $498k | 11k | 43.99 |
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| Broadcom (AVGO) | 0.4 | $478k | 1.4k | 351.19 |
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| Intel Corporation (INTC) | 0.4 | $466k | 3.9k | 120.23 |
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| Chevron Corporation (CVX) | 0.4 | $451k | 2.2k | 204.21 |
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| Tko Group Holdings Cl A (TKO) | 0.4 | $449k | 2.5k | 179.72 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.3 | $434k | 26k | 17.00 |
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| Pfizer (PFE) | 0.3 | $432k | 15k | 28.52 |
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| Ssga Active Etf Tr St Str Globa Etf (GAL) | 0.3 | $427k | 8.2k | 52.42 |
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| Walt Disney Company (DIS) | 0.3 | $427k | 4.1k | 104.89 |
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| Vale S A Sponsored Ads (VALE) | 0.3 | $416k | 31k | 13.41 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $416k | -2% | 3.3k | 125.26 |
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| Ishares Msci World Etf (URTH) | 0.3 | $404k | 2.0k | 206.23 |
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| American Tower Reit (AMT) | 0.3 | $364k | 2.2k | 163.69 |
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| Ares Capital Corporation (ARCC) | 0.3 | $343k | +3% | 18k | 19.10 |
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| Shell Spon Ads (SHEL) | 0.3 | $333k | 3.5k | 95.05 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $329k | 863.00 | 380.84 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.3 | $322k | 4.1k | 78.42 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.2 | $315k | 31k | 10.16 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.2 | $309k | 2.0k | 154.62 |
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| Fidelity Covington Trust Int Hg Div Etf (FIDI) | 0.2 | $309k | 11k | 27.80 |
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| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.2 | $303k | 10k | 29.42 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $300k | 5.5k | 54.51 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $298k | 3.2k | 93.44 |
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| Idt Corp Cl B New (IDT) | 0.2 | $296k | 3.7k | 79.97 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $294k | +3% | 1.6k | 187.05 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $281k | +5000% | 1.5k | 183.37 |
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| Wp Carey (WPC) | 0.2 | $275k | 4.3k | 64.63 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $272k | NEW | 1.7k | 162.77 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.2 | $262k | 13k | 20.87 |
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| Hormel Foods Corporation (HRL) | 0.2 | $251k | 13k | 19.94 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $250k | 700.00 | 356.90 |
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| Nebius Group Shs Class A (NBIS) | 0.2 | $249k | -10% | 1.1k | 235.88 |
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| Cisco Systems (CSCO) | 0.2 | $249k | 2.3k | 107.63 |
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| Nokia Corp Sponsored Adr (NOK) | 0.2 | $244k | -11% | 24k | 10.14 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.2 | $242k | 2.7k | 90.10 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $242k | -11% | 2.4k | 103.09 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $237k | NEW | 5.0k | 47.36 |
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| Cme (CME) | 0.2 | $221k | 845.00 | 261.98 |
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| Verizon Communications (VZ) | 0.2 | $214k | 4.7k | 45.87 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.2 | $206k | -2% | 5.8k | 35.61 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $206k | 2.6k | 78.10 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $205k | -16% | 990.00 | 207.23 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $203k | 1.8k | 112.09 |
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| ConAgra Foods (CAG) | 0.2 | $200k | NEW | 15k | 13.44 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $198k | 800.00 | 247.93 |
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| Halliburton Company (HAL) | 0.2 | $192k | -30% | 6.0k | 31.80 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $190k | 575.00 | 330.83 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $184k | 1.1k | 166.98 |
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| Qualcomm (QCOM) | 0.1 | $178k | 966.00 | 184.04 |
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| Goldman Sachs Etf Tr Techn Oppor Etf (GTOP) | 0.1 | $160k | -3% | 3.1k | 51.25 |
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| Abbvie (ABBV) | 0.1 | $156k | 596.00 | 261.54 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $153k | 500.00 | 305.80 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $150k | 2.5k | 60.08 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $141k | -28% | 2.5k | 56.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $136k | 400.00 | 340.74 |
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| Philip Morris International (PM) | 0.1 | $136k | 710.00 | 190.82 |
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| Astera Labs (ALAB) | 0.1 | $134k | -11% | 375.00 | 355.98 |
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| Ge Aerospace Com New (GE) | 0.1 | $132k | 421.00 | 312.48 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $131k | 600.00 | 218.21 |
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| Bristol Myers Squibb (BMY) | 0.1 | $129k | -8% | 2.1k | 62.40 |
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| Kkr & Co (KKR) | 0.1 | $128k | 1.4k | 91.30 |
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| PennyMac Mortgage Investment Trust (PMT) | 0.1 | $127k | 16k | 7.88 |
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| Goldman Sachs (GS) | 0.1 | $126k | 140.00 | 900.36 |
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| Vanguard World Materials Etf (VAW) | 0.1 | $125k | 571.00 | 218.07 |
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| JBS Cl A Shs (JBS) | 0.1 | $123k | 11k | 11.29 |
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| 3M Company (MMM) | 0.1 | $111k | 674.00 | 164.15 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $107k | 850.00 | 125.74 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $94k | 1.0k | 94.17 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $93k | 1.3k | 69.26 |
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| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.1 | $90k | 5.5k | 16.44 |
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| Spdr Series Trust St Str Sp Bank (KBE) | 0.1 | $89k | +20000% | 1.4k | 63.22 |
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| Deutsche Bk Namen Akt (DB) | 0.1 | $86k | 2.4k | 35.89 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $86k | 827.00 | 103.74 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $83k | +4% | 365.00 | 228.28 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $83k | 1.5k | 55.32 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $82k | +4% | 1.0k | 81.16 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $82k | +4% | 573.00 | 142.27 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $81k | 5.8k | 14.03 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $81k | 217.00 | 374.24 |
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| Caterpillar (CAT) | 0.1 | $81k | 100.00 | 810.79 |
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| Ge Vernova (GEV) | 0.1 | $79k | 83.00 | 950.48 |
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| First Tr Exchange-traded A Com Shs (FAD) | 0.1 | $79k | 434.00 | 181.46 |
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| At&t (T) | 0.1 | $78k | 3.2k | 24.40 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $78k | NEW | 400.00 | 194.79 |
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| Tesla Motors (TSLA) | 0.1 | $76k | 215.00 | 354.81 |
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| Boeing Company (BA) | 0.1 | $74k | 400.00 | 186.05 |
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| Dupont De Nemours Common Stock (DD) | 0.1 | $74k | 566.00 | 129.89 |
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| Kite Realty Group Trust Com New (KRG) | 0.1 | $73k | 3.0k | 24.39 |
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| Sprott Focus Tr (FUND) | 0.1 | $72k | 7.4k | 9.69 |
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| Smucker J M Com New (SJM) | 0.1 | $71k | 600.00 | 118.91 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $71k | 4.2k | 16.81 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $70k | 800.00 | 87.80 |
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| Rubrik Cl A (RBRK) | 0.1 | $69k | 600.00 | 114.47 |
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| Teva Pharmaceutical Inds SHS (TEVA) | 0.1 | $67k | NEW | 1.7k | 39.60 |
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| Oracle Corporation (ORCL) | 0.1 | $66k | 483.00 | 137.43 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $65k | 118.00 | 551.47 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $61k | +4% | 769.00 | 79.14 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $61k | +5% | 159.00 | 382.07 |
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| Nextera Energy (NEE) | 0.0 | $61k | 800.00 | 75.74 |
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| Equinix (EQIX) | 0.0 | $60k | 59.00 | 1011.58 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $58k | 83.00 | 700.87 |
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| Constellation Energy (CEG) | 0.0 | $58k | 229.00 | 253.65 |
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| Ford Motor Company (F) | 0.0 | $58k | 4.8k | 12.06 |
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| Tri-Continental Corporation (TY) | 0.0 | $57k | 1.7k | 34.34 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $57k | 439.00 | 130.09 |
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| Public Storage (PSA) | 0.0 | $57k | 200.00 | 282.84 |
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| Unilever Spon Adr New (UL) | 0.0 | $55k | -18% | 900.00 | 60.73 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $54k | 126.00 | 431.67 |
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| Warner Bros Discovery Com Ser A | 0.0 | $53k | 1.7k | 30.95 |
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| International Business Machines (IBM) | 0.0 | $51k | 230.00 | 220.10 |
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| Amgen (AMGN) | 0.0 | $51k | 120.00 | 421.52 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $51k | +100% | 1.0k | 50.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $50k | 100.00 | 497.95 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $49k | 80.00 | 609.00 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $48k | 479.00 | 101.10 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $46k | +29% | 404.00 | 114.00 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $44k | 4.0k | 10.99 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.0 | $43k | 800.00 | 53.17 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.0 | $43k | -2% | 901.00 | 47.19 |
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| Starbucks Corporation (SBUX) | 0.0 | $42k | 450.00 | 93.96 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $41k | 500.00 | 81.70 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $41k | 145.00 | 280.09 |
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| Blackrock Etf Trust Ishares Intl Div (BIDD) | 0.0 | $40k | 1.3k | 30.22 |
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| American Electric Power Company (AEP) | 0.0 | $38k | 321.00 | 118.64 |
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| Putnam Etf Trust Focused U.s. Res | 0.0 | $38k | NEW | 1.2k | 33.01 |
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| Blackrock Res & Commodities SHS (BCX) | 0.0 | $38k | 3.2k | 11.87 |
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| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.0 | $37k | +3% | 851.00 | 43.98 |
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| Xcel Energy (XEL) | 0.0 | $37k | 520.00 | 70.48 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $36k | -25% | 631.00 | 57.49 |
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| Marriott Intl Cl A (MAR) | 0.0 | $36k | 100.00 | 355.67 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $35k | 6.8k | 5.16 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $35k | +3% | 158.00 | 222.20 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $35k | 83.00 | 416.13 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $34k | 3.4k | 10.12 |
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| Peak (DOC) | 0.0 | $32k | 1.6k | 19.97 |
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| Barclays Adr (BCS) | 0.0 | $32k | 1.3k | 24.27 |
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| Rivernorth Managed (RMM) | 0.0 | $31k | 2.5k | 12.54 |
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| Roku Com Cl A (ROKU) | 0.0 | $31k | 200.00 | 152.28 |
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| Dominion Resources (D) | 0.0 | $30k | 500.00 | 60.52 |
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| Merck & Co (MRK) | 0.0 | $29k | 199.00 | 145.31 |
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| Exelon Corporation (EXC) | 0.0 | $28k | 701.00 | 40.41 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $28k | +6% | 88.00 | 317.28 |
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| Zoom Communications Cl A (ZM) | 0.0 | $28k | 305.00 | 90.77 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $27k | -52% | 622.00 | 44.09 |
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| Aehr Test Systems (AEHR) | 0.0 | $27k | 275.00 | 99.62 |
|
|
| Midcap Financial Invstmnt Com New (MFIC) | 0.0 | $27k | 3.1k | 8.74 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $27k | 469.00 | 57.82 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $27k | -6% | 842.00 | 31.70 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $26k | -23% | 280.00 | 92.18 |
|
| Global X Fds Superdividend (SDIV) | 0.0 | $26k | 1.1k | 23.37 |
|
|
| Universal Corporation (UVV) | 0.0 | $25k | +50% | 600.00 | 41.79 |
|
| Allstate Corporation (ALL) | 0.0 | $24k | 110.00 | 221.86 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $24k | 1.2k | 19.77 |
|
|
| Genie Energy CL B (GNE) | 0.0 | $24k | 1.5k | 15.98 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $23k | +100% | 278.00 | 84.30 |
|
| Blackberry (BB) | 0.0 | $23k | 2.5k | 9.04 |
|
|
| Pepsi (PEP) | 0.0 | $22k | +73% | 173.00 | 126.72 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $22k | 250.00 | 87.12 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $21k | -2% | 407.00 | 52.53 |
|
| Vici Pptys (VICI) | 0.0 | $21k | +71% | 927.00 | 22.98 |
|
| Republic Services (RSG) | 0.0 | $21k | 101.00 | 209.87 |
|
|
| Axon Enterprise (AXON) | 0.0 | $21k | 50.00 | 422.52 |
|
|
| Home Depot (HD) | 0.0 | $21k | 74.00 | 284.49 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $21k | +4% | 883.00 | 23.53 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $20k | 400.00 | 51.05 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $20k | 158.00 | 128.10 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $20k | 282.00 | 70.61 |
|
|
| Templeton Dragon Fund (TDF) | 0.0 | $20k | 2.0k | 9.74 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $19k | 169.00 | 112.98 |
|
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $19k | 1.6k | 11.63 |
|
|
| Enbridge (ENB) | 0.0 | $19k | 399.00 | 46.47 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $19k | 115.00 | 160.65 |
|
|
| Prologis (PLD) | 0.0 | $18k | 140.00 | 129.84 |
|
|
| Corning Incorporated (GLW) | 0.0 | $18k | 115.00 | 153.92 |
|
|
| Coherent Corp (COHR) | 0.0 | $17k | -45% | 60.00 | 287.80 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $17k | 150.00 | 110.97 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $17k | 72.00 | 230.94 |
|
|
| Casey's General Stores (CASY) | 0.0 | $16k | 27.00 | 608.44 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) | 0.0 | $16k | 203.00 | 80.88 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $16k | 300.00 | 54.40 |
|
|
| Fastenal Company (FAST) | 0.0 | $16k | 318.00 | 49.53 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $16k | 180.00 | 87.23 |
|
|
| Corteva (CTVA) | 0.0 | $16k | 202.00 | 77.65 |
|
|
| Etf Ser Solutions Defiance Space A (UFOX) | 0.0 | $15k | 181.00 | 85.04 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $15k | 97.00 | 156.43 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $15k | 168.00 | 88.15 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $14k | 212.00 | 65.37 |
|
|
| McKesson Corporation (MCK) | 0.0 | $13k | 15.00 | 872.53 |
|
|
| Natera (NTRA) | 0.0 | $13k | 31.00 | 413.32 |
|
|
| Applied Optoelectronics (AAOI) | 0.0 | $12k | 125.00 | 99.26 |
|
|
| Vanguard World Mrngstr Mega Cap (MGK) | 0.0 | $12k | 133.00 | 92.65 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $12k | -24% | 247.00 | 49.19 |
|
| Zimmer Holdings (ZBH) | 0.0 | $12k | 130.00 | 88.83 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $11k | +50% | 75.00 | 150.87 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $11k | 25.00 | 445.96 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $11k | +4% | 93.00 | 119.84 |
|
| Galaxy Digital Cl A (GLXY) | 0.0 | $11k | 490.00 | 22.74 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $11k | 60.00 | 185.65 |
|
|
| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.0 | $11k | 145.00 | 75.26 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $11k | 30.00 | 363.37 |
|
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $11k | 100.00 | 108.84 |
|
|
| Oneok (OKE) | 0.0 | $11k | NEW | 126.00 | 84.99 |
|
| American Airls (AAL) | 0.0 | $11k | 800.00 | 13.37 |
|
|
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $11k | 200.00 | 52.62 |
|
|
| Getty Realty (GTY) | 0.0 | $10k | NEW | 370.00 | 28.24 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $10k | -28% | 250.00 | 40.88 |
|
| Modine Manufacturing (MOD) | 0.0 | $10k | 54.00 | 187.20 |
|
|
| Wec Energy Group (WEC) | 0.0 | $10k | 100.00 | 100.78 |
|
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $10k | 55.00 | 182.78 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $10k | -76% | 30.00 | 331.83 |
|
| Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU) | 0.0 | $9.9k | 216.00 | 45.68 |
|
|
| Weyerhaeuser Com New (WY) | 0.0 | $9.7k | NEW | 510.00 | 19.05 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $9.3k | -57% | 3.0k | 3.11 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $9.3k | -49% | 104.00 | 89.61 |
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $9.2k | 277.00 | 33.25 |
|
|
| Stryker Corporation (SYK) | 0.0 | $9.1k | 33.00 | 275.39 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $9.1k | 28.00 | 323.29 |
|
|
| Netflix (NFLX) | 0.0 | $9.0k | 130.00 | 69.58 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $9.0k | 35.00 | 258.06 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $9.0k | 35.00 | 257.29 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $9.0k | 46.00 | 195.07 |
|
|
| S&p Global (SPGI) | 0.0 | $8.7k | 22.00 | 394.45 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $8.5k | 52.00 | 163.08 |
|
|
| Clear Secure Com Cl A (YOU) | 0.0 | $8.4k | 201.00 | 42.02 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $8.4k | 75.00 | 112.51 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $8.2k | 176.00 | 46.87 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $8.1k | 200.00 | 40.67 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $8.1k | 7.00 | 1157.14 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $8.0k | 226.00 | 35.54 |
|
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.0 | $7.9k | +12% | 161.00 | 48.99 |
|
| Abcellera Biologics (ABCL) | 0.0 | $7.9k | NEW | 540.00 | 14.59 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $7.9k | 103.00 | 76.40 |
|
|
| Travelers Companies (TRV) | 0.0 | $7.8k | 22.00 | 356.50 |
|
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.0 | $7.8k | -50% | 154.00 | 50.79 |
|
| EOG Resources (EOG) | 0.0 | $7.7k | 56.00 | 137.77 |
|
|
| American Water Works (AWK) | 0.0 | $7.6k | 59.00 | 129.47 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $7.5k | 33.00 | 228.12 |
|
|
| Ecolab (ECL) | 0.0 | $7.4k | 27.00 | 274.59 |
|
|
| Block Cl A (XYZ) | 0.0 | $7.4k | 100.00 | 73.53 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $7.3k | 105.00 | 69.68 |
|
|
| Gilead Sciences (GILD) | 0.0 | $7.3k | 49.00 | 149.04 |
|
|
| Steris Shs Usd (STE) | 0.0 | $7.1k | 34.00 | 210.00 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $6.9k | 107.00 | 64.76 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $6.9k | 25.00 | 277.00 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $6.9k | 220.00 | 31.29 |
|
|
| Bk Nova Cad (BNS) | 0.0 | $6.8k | 75.00 | 90.84 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $6.7k | 5.00 | 1347.20 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $6.6k | 143.00 | 46.30 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $6.6k | 41.00 | 161.10 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $6.5k | 5.0k | 1.29 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $6.4k | 21.00 | 302.67 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $6.3k | 27.00 | 231.63 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $6.2k | 52.00 | 118.33 |
|
|
| Coca-Cola Company (KO) | 0.0 | $6.1k | 71.00 | 86.48 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $6.1k | 23.00 | 264.91 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $5.9k | 60.00 | 98.83 |
|
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.0 | $5.9k | 21.00 | 280.00 |
|
|
| General Mills (GIS) | 0.0 | $5.8k | 180.00 | 32.16 |
|
|
| Visa Com Cl A (V) | 0.0 | $5.7k | 16.00 | 359.31 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $5.7k | 6.00 | 955.50 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $5.7k | 119.00 | 48.17 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $5.7k | 96.00 | 59.31 |
|
|
| Doximity Cl A (DOCS) | 0.0 | $5.7k | 200.00 | 28.34 |
|
|
| Amplify Etf Tr Block Techn Etf (BLOK) | 0.0 | $5.5k | 90.00 | 61.23 |
|
|
| Dow (DOW) | 0.0 | $5.5k | 200.00 | 27.54 |
|
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.0 | $5.5k | +26% | 175.00 | 31.22 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $5.5k | 45.00 | 121.24 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $5.4k | 544.00 | 9.87 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $5.3k | 37.00 | 143.24 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $5.2k | -76% | 113.00 | 46.40 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $5.2k | 100.00 | 52.33 |
|
|
| Applied Materials (AMAT) | 0.0 | $5.1k | 10.00 | 511.40 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $5.1k | 16.00 | 316.06 |
|
|
| Church & Dwight (CHD) | 0.0 | $4.8k | 51.00 | 93.84 |
|
|
| Realty Income (O) | 0.0 | $4.6k | +2% | 86.00 | 54.02 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $4.3k | 51.00 | 84.96 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $4.3k | 24.00 | 179.00 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $4.3k | 100.00 | 42.69 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $4.2k | 400.00 | 10.61 |
|
|
| Intuit (INTU) | 0.0 | $4.1k | 15.00 | 275.73 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $4.1k | 9.00 | 456.22 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $4.0k | 50.00 | 79.38 |
|
|
| Analog Devices (ADI) | 0.0 | $4.0k | 10.00 | 396.70 |
|
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $3.9k | 780.00 | 4.99 |
|
|
| Darden Restaurants (DRI) | 0.0 | $3.9k | 20.00 | 193.25 |
|
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.0 | $3.9k | +186% | 106.00 | 36.37 |
|
| T. Rowe Price (TROW) | 0.0 | $3.8k | +2% | 37.00 | 102.76 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.0 | $3.8k | 25.00 | 151.64 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $3.8k | 40.00 | 94.05 |
|
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $3.6k | 100.00 | 36.23 |
|
|
| Burke & Herbert Financial Serv (BHRB) | 0.0 | $3.4k | 50.00 | 68.60 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $3.4k | 39.00 | 86.31 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $3.3k | 6.00 | 550.67 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $3.3k | 8.00 | 406.62 |
|
|
| Citigroup Com New (C) | 0.0 | $3.2k | 25.00 | 129.48 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $3.2k | 34.00 | 95.15 |
|
|
| Cibc Cad (CM) | 0.0 | $3.2k | 29.00 | 111.48 |
|
|
| Photronics (PLAB) | 0.0 | $3.2k | 104.00 | 30.78 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $3.2k | 51.00 | 62.73 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $3.1k | 45.00 | 69.82 |
|
|
| Better Home & Finance Holdin Com New Cl A (BETR) | 0.0 | $3.1k | 285.00 | 11.00 |
|
|
| Pool Corporation (POOL) | 0.0 | $3.1k | 19.00 | 161.89 |
|
|
| Unity Software (U) | 0.0 | $3.1k | 75.00 | 40.93 |
|
|
| Illumina (ILMN) | 0.0 | $3.0k | 11.00 | 273.64 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $3.0k | -45% | 136.00 | 21.88 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $3.0k | 5.00 | 592.40 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $3.0k | 6.00 | 492.33 |
|
|
| Paramount Skydance Corp Com Cl B | 0.0 | $2.9k | 280.00 | 10.33 |
|
|
| Moderna (MRNA) | 0.0 | $2.9k | 15.00 | 192.60 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $2.9k | 21.00 | 136.05 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $2.8k | -44% | 31.00 | 90.87 |
|
| Phillips 66 (PSX) | 0.0 | $2.8k | 11.00 | 255.27 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $2.8k | 26.00 | 107.31 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.8k | 85.00 | 32.61 |
|
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $2.8k | 120.00 | 23.07 |
|
|
| Heico Corp Cl A (HEI.A) | 0.0 | $2.7k | 12.00 | 228.33 |
|
|
| Capital One Financial (COF) | 0.0 | $2.7k | 14.00 | 193.07 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $2.6k | 9.00 | 287.22 |
|
|
| Ark Etf Tr 3d Printing Etf (PRNT) | 0.0 | $2.5k | 100.00 | 24.80 |
|
|
| Ametek (AME) | 0.0 | $2.5k | 10.00 | 247.70 |
|
|
| Rafael Hldgs Com Cl B (RFL) | 0.0 | $2.4k | 1.8k | 1.32 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $2.4k | 5.00 | 479.80 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $2.3k | 24.00 | 97.46 |
|
|
| SLB Com Stk (SLB) | 0.0 | $2.3k | 47.00 | 48.72 |
|
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.0 | $2.3k | -42% | 27.00 | 84.30 |
|
| Chewy Cl A (CHWY) | 0.0 | $2.3k | 124.00 | 18.20 |
|
|
| Commercial Metals Company (CMC) | 0.0 | $2.2k | 36.00 | 62.11 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $2.2k | +38% | 69.00 | 31.96 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $2.1k | 15.00 | 142.60 |
|
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.0 | $2.1k | 49.00 | 41.88 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $2.0k | 28.00 | 72.86 |
|
|
| Microchip Technology (MCHP) | 0.0 | $2.0k | 26.00 | 77.77 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $2.0k | NEW | 125.00 | 15.72 |
|
| Bankunited (BKU) | 0.0 | $1.9k | 46.00 | 42.20 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $1.9k | 40.00 | 48.12 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $1.9k | 12.00 | 159.33 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $1.9k | 9.00 | 208.44 |
|
|
| PNC Financial Services (PNC) | 0.0 | $1.8k | 8.00 | 222.25 |
|
|
| Rockwell Automation (ROK) | 0.0 | $1.7k | 4.00 | 435.25 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $1.7k | 21.00 | 81.57 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $1.7k | 99.00 | 17.21 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $1.7k | 37.00 | 46.03 |
|
|
| Autodesk (ADSK) | 0.0 | $1.7k | 8.00 | 209.00 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $1.6k | -48% | 27.00 | 58.85 |
|
| RPM International (RPM) | 0.0 | $1.6k | 16.00 | 98.69 |
|
|
| Target Corporation (TGT) | 0.0 | $1.6k | 10.00 | 156.70 |
|
|
| Danaher Corporation (DHR) | 0.0 | $1.6k | 7.00 | 221.57 |
|
|
| Arbor Realty Trust (ABR) | 0.0 | $1.5k | 400.00 | 3.86 |
|
|
| salesforce (CRM) | 0.0 | $1.4k | 6.00 | 229.50 |
|
|
| Cullen/Frost Bankers (CFR) | 0.0 | $1.4k | 9.00 | 152.67 |
|
|
| Waters Corporation (WAT) | 0.0 | $1.3k | 3.00 | 439.33 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $1.2k | 30.00 | 41.23 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.2k | -86% | 5.00 | 240.00 |
|
| Fmc Corp Com New (FMC) | 0.0 | $1.2k | -32% | 132.00 | 8.92 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $1.2k | 14.00 | 84.07 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.2k | 15.00 | 77.93 |
|
|
| Oshkosh Corporation (OSK) | 0.0 | $1.2k | 9.00 | 128.78 |
|
|
| Elevra Lithium Sponsored Ads (ELVR) | 0.0 | $1.1k | 28.00 | 39.04 |
|
|
| Medtronic SHS (MDT) | 0.0 | $1.0k | 12.00 | 86.25 |
|
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $1.0k | 31.00 | 32.39 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $980.999800 | 22.00 | 44.59 |
|
|
| Nano Nuclear Energy (NNE) | 0.0 | $967.002500 | NEW | 61.00 | 15.85 |
|
| Columbia Banking System (COLB) | 0.0 | $886.999900 | 31.00 | 28.61 |
|
|
| Synopsys (SNPS) | 0.0 | $870.000000 | 2.00 | 435.00 |
|
|
| Viatris (VTRS) | 0.0 | $868.000700 | 49.00 | 17.71 |
|
|
| Honeywell International (HON) | 0.0 | $844.000000 | 4.00 | 211.00 |
|
|
| Equity Lifestyle Properties (ELS) | 0.0 | $816.999400 | 14.00 | 58.36 |
|
|
| Commerce Bancshares (CBSH) | 0.0 | $657.000000 | 12.00 | 54.75 |
|
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.0 | $644.000000 | 7.00 | 92.00 |
|
|
| Amcor Com New (AMCR) | 0.0 | $628.000500 | 15.00 | 41.87 |
|
|
| Honeywell Aerospace (HONA) | 0.0 | $620.000000 | 4.00 | 155.00 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $600.000300 | 9.00 | 66.67 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $565.000000 | 5.00 | 113.00 |
|
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $476.000100 | 9.00 | 52.89 |
|
|
| Mobility Global Com Shs (MBGL) | 0.0 | $377.000800 | NEW | 22.00 | 17.14 |
|
| Millrose Pptys Com Cl A (MRP) | 0.0 | $260.000000 | 10.00 | 26.00 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $237.001200 | 69.00 | 3.43 |
|
|
| Richtech Robotics CL B (RR) | 0.0 | $228.998500 | NEW | 145.00 | 1.58 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $226.000000 | 2.00 | 113.00 |
|
|
| Pembina Pipeline Corp (PBA) | 0.0 | $178.000000 | 4.00 | 44.50 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $151.000300 | 11.00 | 13.73 |
|
|
| Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) | 0.0 | $150.000000 | NEW | 3.00 | 50.00 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $113.000000 | 2.00 | 56.50 |
|
|
| Graftech Intl Ltd Sr Nt Com New (EAF) | 0.0 | $108.000100 | 13.00 | 8.31 |
|
|
| Oatly Group Ab Sponsored Ads (OTLY) | 0.0 | $33.000000 | 3.00 | 11.00 |
|
|
| Growgeneration Corp (GRWG) | 0.0 | $15.000000 | 10.00 | 1.50 |
|
|
| Beyond Meat (BYND) | 0.0 | $8.000000 | NEW | 1.00 | 8.00 |
|
| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.0 | $6.000000 | 1.00 | 6.00 |
|
|
| 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 Q3 filed Oct. 26, 2026
- Advocate Investing Services 2026 Q2 filed July 29, 2026
- Advocate Investing Services 2026 Q1 filed April 22, 2026