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Financial Advocates Investment Management

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

Top 5 stock holdings are AAPL, NVDA, SPY, MSFT, SPYG, and represent 15.95% of Financial Advocates Investment Management's stock portfolio.
Added to shares of these 10 stocks: XME (+$18M), IWM (+$9.2M), XLV (+$8.3M), IQLT (+$6.4M), ESGU (+$5.8M), IWB, ICVT, ZROZ, SHY, AVUV.
Started 63 new stock positions in EVT, PFFD, SE, GEVO, CGMS, PFXF, VRT, ICVT, IQLT, XSVM.
Reduced shares in these 10 stocks: BIL (-$9.5M), SPY (-$5.2M), TLH (-$5.0M), IUSB, IVW, TLT, FLOT, SPLV, BND, MGK.
Sold out of its positions in ABNB, COR, BALL, CAH, CAG, DELL, DFAX, BEN, GT, PSI.
Financial Advocates Investment Management was a net buyer of stock by $87M.
Financial Advocates Investment Management has $1.8B in assets under management (AUM), dropping by 9.74%.
Central Index Key (CIK): 0001730293

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Portfolio Holdings for Financial Advocates Investment Management

Financial Advocates Investment Management holds 750 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Financial Advocates Investment Management has 750 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Advocates Investment Management Sept. 30, 2024 positions
Download the Financial Advocates Investment Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Put Option (AAPL)	4.8	$85M	-2%	367k	233.00	View chart
NVIDIA Corporation Put Option (NVDA)	3.5	$62M	+4%	510k	121.44	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	3.0	$53M	-8%	93k	573.76	View chart
Microsoft Corporation Call Option (MSFT)	2.9	$52M		121k	430.30	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.7	$30M		357k	82.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$27M	+2%	96k	278.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$25M	+11%	323k	78.10	View chart
Amazon Put Option (AMZN)	1.4	$25M	+2%	132k	186.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$24M	+10%	389k	62.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.3	$22M	+17%	951k	23.46	View chart
Ishares Tr Core S&p Us Gwt Call Option (IUSG)	1.1	$19M	+15%	145k	131.91	View chart
Spdr Ser Tr S&p Metals Mng (XME)	1.0	$18M	NEW	199k	91.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$17M		170k	100.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$17M	-5%	44k	382.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$17M	-20%	190k	88.16	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.9	$16M	-6%	33k	488.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$16M	+14%	96k	165.79	View chart
Spdr Gold Tr Gold Shs Put Option (GLD)	0.9	$16M	+4%	64k	243.06	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.8	$15M	+129%	97k	151.44	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$14M	+28%	148k	96.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$14M	+184%	140k	100.92	View chart
Tesla Motors (TSLA)	0.8	$14M		53k	261.63	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.8	$14M	+44%	167k	82.43	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$13M		194k	67.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$13M		225k	57.83	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$13M	+2%	169k	76.88	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$13M	-7%	65k	196.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$13M	+20%	100k	126.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$12M	-3%	69k	179.16	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.7	$12M	+17%	118k	99.58	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$11M	+30%	205k	53.72	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$11M		265k	41.15	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$11M	+62%	52k	210.73	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$11M	+8%	189k	57.41	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$11M		156k	67.51	View chart
Spdr Ser Tr Bloomberg 1-3 Mo Call Option (BIL)	0.6	$10M	-48%	109k	91.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$10M	+60%	104k	95.95	View chart
Select Sector Spdr Tr Energy (XLE)	0.6	$9.8M	-15%	106k	92.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$9.7M	-3%	21k	460.26	View chart
Spdr Ser Tr S&p Divid Etf Put Option (SDY)	0.6	$9.7M		69k	142.04	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$9.7M	-2%	101k	95.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$9.6M	+14%	114k	83.76	View chart
Costco Wholesale Corporation (COST)	0.5	$9.4M		11k	886.54	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$8.9M		85k	104.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$8.9M		51k	174.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$8.5M	-9%	178k	47.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$8.4M	+13%	42k	198.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$8.2M	-10%	19k	439.63	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$8.2M	-30%	109k	75.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$8.0M	+43%	87k	91.34	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$7.8M	+2%	214k	36.44	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$7.5M	+71%	79k	95.58	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$7.5M	+30%	68k	110.69	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.4	$7.4M		155k	48.03	View chart
Visa Com Cl A (V)	0.4	$7.2M		26k	274.94	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$7.2M	+84%	93k	76.84	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$7.0M	-7%	73k	96.95	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$7.0M	+46%	39k	179.08	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.4	$6.7M	+20%	198k	33.71	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$6.5M	+84%	64k	100.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$6.4M	+36%	32k	200.85	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$6.4M	NEW	67k	94.90	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$6.2M	+1428%	125k	49.19	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$6.1M		136k	44.67	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$6.0M		133k	45.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$6.0M		36k	165.85	View chart
Eli Lilly & Co. (LLY)	0.3	$5.9M	-4%	6.7k	885.98	View chart
Axon Enterprise (AXON)	0.3	$5.9M		15k	399.60	View chart
Meta Platforms Cl A (META)	0.3	$5.8M		10k	572.42	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$5.7M	+51%	57k	100.29	View chart
Abbvie (ABBV)	0.3	$5.7M		29k	197.48	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.3	$5.7M		109k	51.96	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$5.6M	+4%	109k	51.68	View chart
Caterpillar (CAT)	0.3	$5.6M	-9%	14k	391.11	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$5.3M	+2%	117k	45.49	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$5.3M	+56%	110k	47.96	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.3	$5.2M	+51%	58k	89.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$5.1M		31k	167.19	View chart
Chevron Corporation (CVX)	0.3	$5.1M		35k	147.27	View chart
Procter & Gamble Company (PG)	0.3	$5.1M		29k	173.20	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.3	$5.0M		123k	40.67	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.3	$5.0M	+2%	128k	39.19	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$5.0M	+4%	95k	52.66	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$5.0M	+4%	94k	52.84	View chart
Amgen (AMGN)	0.3	$5.0M		15k	322.21	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$4.7M	+16%	131k	36.38	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$4.7M	+52%	55k	85.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$4.7M	NEW	92k	51.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$4.7M	+63%	9.0k	524.45	View chart
Nextera Energy (NEE)	0.3	$4.7M	-2%	55k	84.53	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$4.6M	NEW	51k	91.23	View chart
Boeing Company (BA)	0.3	$4.6M	+4%	30k	152.04	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$4.6M		100k	45.77	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$4.5M	+81%	17k	261.54	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.3	$4.5M		61k	73.33	View chart
Ishares Silver Tr Ishares Call Option (SLV)	0.2	$4.4M	-25%	156k	28.41	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.3M		40k	108.63	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$4.3M	-2%	73k	59.21	View chart
Shopify Cl A (SHOP)	0.2	$4.3M		53k	80.14	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.2M		20k	210.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$4.2M	-13%	54k	78.69	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$4.0M	-3%	35k	112.94	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.8M	-5%	33k	117.22	View chart
Vanguard World Utilities Etf (VPU)	0.2	$3.8M	+14%	22k	174.05	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$3.8M	+22%	16k	238.52	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$3.7M	+3%	128k	29.07	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$3.7M		59k	62.69	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$3.6M	+3%	80k	45.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$3.6M	-3%	28k	128.20	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$3.6M		26k	139.49	View chart
Union Pacific Corporation (UNP)	0.2	$3.6M		15k	246.48	View chart
Starbucks Corporation (SBUX)	0.2	$3.6M	-3%	37k	97.49	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.5M		39k	90.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.5M	-3%	66k	52.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$3.5M	+7%	70k	49.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.5M	-8%	33k	103.44	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$3.4M	-21%	112k	30.28	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.2	$3.4M	-5%	101k	33.55	View chart
Home Depot (HD)	0.2	$3.3M		8.2k	405.19	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.2M	-9%	6.5k	493.79	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$3.1M	+6%	35k	88.75	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.2	$3.1M	+6%	89k	34.96	View chart
Sixth Street Specialty Lending (TSLX)	0.2	$3.1M	+6%	152k	20.53	View chart
Verizon Communications (VZ)	0.2	$3.1M	+2%	69k	44.91	View chart
Broadcom (AVGO)	0.2	$3.1M	+1026%	18k	172.49	View chart
Ishares Msci Sth Kor Etf (EWY)	0.2	$3.1M	+7%	48k	63.96	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.1M	+56%	51k	59.87	View chart
Johnson & Johnson (JNJ)	0.2	$3.0M		19k	162.06	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$3.0M	-7%	35k	86.48	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$3.0M	+6%	37k	80.30	View chart
Advanced Micro Devices (AMD)	0.2	$3.0M	-2%	18k	164.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$3.0M	-2%	86k	34.29	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.9M	+7%	71k	41.34	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$2.9M		111k	26.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.9M	-5%	7.8k	370.70	View chart
Netflix (NFLX)	0.2	$2.9M		4.0k	709.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$2.8M	+13%	16k	173.67	View chart
Cisco Systems (CSCO)	0.2	$2.8M		52k	53.22	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$2.8M		61k	45.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.7M	+6%	11k	257.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.7M		52k	52.32	View chart
Ab Active Etfs High Yield Etf (HYFI)	0.2	$2.7M	+13%	72k	37.61	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$2.7M	-5%	55k	49.40	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$2.7M		59k	44.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.7M		11k	237.22	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$2.7M		52k	51.24	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.7M	+8%	3.2k	833.22	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.6M	-26%	56k	47.13	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.6M	+39%	17k	152.64	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$2.6M	-58%	35k	74.33	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.6M	+11%	15k	168.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.5M		13k	201.42	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$2.5M	-10%	19k	131.50	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$2.5M	-3%	51k	49.47	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$2.5M	+86%	56k	45.32	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.5M	+14%	4.0k	631.77	View chart
UnitedHealth (UNH)	0.1	$2.5M	-2%	4.3k	584.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$2.5M	-4%	49k	50.74	View chart
salesforce (CRM)	0.1	$2.5M		9.0k	273.72	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$2.4M	+35%	135k	18.04	View chart
Merck & Co (MRK)	0.1	$2.4M	-10%	21k	113.56	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.4M	+192%	36k	66.70	View chart
McDonald's Corporation (MCD)	0.1	$2.4M	-2%	7.8k	304.51	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.3M		3.7k	618.50	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$2.3M	+11%	23k	98.07	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.3M	-6%	15k	149.64	View chart
Carrier Global Corporation (CARR)	0.1	$2.3M		28k	80.49	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.2M	+38%	23k	98.02	View chart
Microstrategy Cl A New (MSTR)	0.1	$2.2M	+1430%	13k	168.60	View chart
Automatic Data Processing (ADP)	0.1	$2.2M		7.8k	276.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.2M	+7%	3.9k	559.25	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.2M	+39%	7.7k	280.47	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$2.2M	+108%	59k	36.49	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.1	$2.1M		54k	39.51	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$2.1M	+14%	20k	106.12	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.1M		18k	119.07	View chart
Quanta Services (PWR)	0.1	$2.1M	+12%	7.0k	298.13	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.1M	+8%	15k	133.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.1M	+6%	28k	72.49	View chart
Pulte (PHM)	0.1	$2.0M	NEW	14k	143.53	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.0M	-68%	20k	103.67	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$2.0M	-70%	41k	49.96	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$2.0M	-9%	18k	110.25	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.0M	+7%	18k	107.66	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.0M		53k	37.20	View chart
Prologis (PLD)	0.1	$2.0M	+11%	16k	126.28	View chart
Coca-Cola Company (KO)	0.1	$2.0M		27k	71.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.0M	-33%	16k	119.43	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$1.9M	-12%	102k	19.07	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$1.9M		52k	37.70	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$1.9M		48k	40.63	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$1.9M		41k	45.71	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$1.9M	+9%	35k	52.84	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.9M	-2%	39k	48.30	View chart
Palo Alto Networks (PANW)	0.1	$1.8M	+7%	5.4k	341.80	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.8M	+4%	5.2k	353.49	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.8M		15k	122.58	View chart
Paychex (PAYX)	0.1	$1.8M	+9%	13k	134.19	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.8M	-29%	16k	114.16	View chart
Pepsi (PEP)	0.1	$1.8M	+3%	10k	170.05	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.8M		15k	121.16	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.7M	+6%	2.9k	584.47	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$1.7M		28k	61.20	View chart
At&t (T)	0.1	$1.7M	+7%	77k	22.00	View chart
Qualcomm (QCOM)	0.1	$1.7M	+2%	10k	170.04	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$1.7M	+4%	16k	104.17	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.7M	+2%	3.2k	517.78	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$1.6M	+8%	18k	93.11	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$1.6M	-33%	33k	49.04	View chart
Philip Morris International (PM)	0.1	$1.6M	-5%	14k	121.39	View chart
Pacer Fds Tr Trendpilot Fd (TRND)	0.1	$1.6M	-11%	49k	33.45	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.6M	-8%	20k	79.52	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.6M	-13%	20k	81.29	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$1.6M	+32%	42k	37.96	View chart
Deere & Company (DE)	0.1	$1.6M	+5%	3.8k	417.36	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.6M	+7%	13k	117.62	View chart
Nike CL B (NKE)	0.1	$1.6M	+9%	18k	88.40	View chart
Wal-Mart Stores (WMT)	0.1	$1.6M	+2%	19k	80.75	View chart
PCM Fund (PCM)	0.1	$1.6M	+7%	195k	7.99	View chart
Ameriprise Financial (AMP)	0.1	$1.5M		3.2k	469.81	View chart
Us Bancorp Del Com New (USB)	0.1	$1.5M		33k	45.73	View chart
Paypal Holdings (PYPL)	0.1	$1.5M		19k	78.03	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.5M	+8%	39k	38.22	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.5M	+14%	24k	61.11	View chart
Stryker Corporation (SYK)	0.1	$1.5M		4.1k	361.22	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.1	$1.5M	-6%	162k	9.10	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.5M	+17%	3.1k	465.08	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.5M		25k	59.23	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.5M	+15%	29k	49.78	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.5M	+11%	10k	145.60	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.4M	-74%	28k	50.98	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.4M	+21%	40k	35.97	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.4M	-63%	4.7k	306.24	View chart
Phillips 66 (PSX)	0.1	$1.4M	+2%	11k	131.45	View chart
Abbott Laboratories (ABT)	0.1	$1.4M		12k	114.01	View chart
BlackRock (BLK)	0.1	$1.4M		1.5k	949.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.4M	+71%	9.9k	140.82	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.4M	-8%	25k	55.05	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.4M		14k	101.32	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$1.4M	+10%	26k	54.51	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.1	$1.4M		53k	26.09	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$1.4M	NEW	11k	125.62	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$1.4M	+105%	24k	57.22	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.1	$1.4M	-23%	37k	37.12	View chart
Ferrari Nv Ord (RACE)	0.1	$1.4M	+2%	2.9k	469.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.3M	+15%	45k	29.89	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.1	$1.3M		33k	40.78	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$1.3M		44k	30.15	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.3M		6.2k	211.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.3M	+5%	7.8k	167.66	View chart

Past Filings by Financial Advocates Investment Management

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

Financial Advocates Investment Management 2024 Q3 filed Oct. 25, 2024
Financial Advocates Investment Management 2024 Q2 filed July 29, 2024
Financial Advocates Investment Management 2024 Q1 filed May 1, 2024
Financial Advocates Investment Management 2023 Q4 filed Feb. 8, 2024
Financial Advocates Investment Management 2023 Q3 filed Oct. 27, 2023
Financial Advocates Investment Management 2023 Q2 filed Aug. 7, 2023
Financial Advocates Investment Management 2023 Q1 filed May 11, 2023
Financial Advocates Investment Management 2022 Q4 filed Feb. 15, 2023
Financial Advocates Investment Management 2022 Q3 filed Nov. 14, 2022
Financial Advocates Investment Management 2022 Q2 filed Aug. 12, 2022
Financial Advocates Investment Management 2022 Q1 filed May 11, 2022
Financial Advocates Investment Management 2021 Q4 filed Feb. 14, 2022
Financial Advocates Investment Management 2021 Q3 filed Nov. 4, 2021
Financial Advocates Investment Management 2021 Q2 filed Aug. 3, 2021
Financial Advocates Investment Management 2021 Q1 filed May 10, 2021
Financial Advocates Investment Management 2020 Q4 filed Feb. 12, 2021

View all past filings

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