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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 16.44% of Financial Advocates Investment Management's stock portfolio.
Added to shares of these 10 stocks: IGSB (+$10M), IWY (+$6.8M), FLOT (+$5.1M), IYLD, IUSB, IVV, BND, XME, SCHG, PFF.
Started 54 new stock positions in KBWB, HELO, KNSL, RCL, OKLO, HAS, SSD, EUSB, IYLD, HLI.
Reduced shares in these 10 stocks: IWM (-$18M), ESGU (-$15M), , XLV (-$9.6M), IQLT (-$6.4M), IGIB, IWB, ICVT, NVDA, IYW.
Sold out of its positions in ALB, BABA, AVUS, AXP, AMT, AME, ANET, BCE, SAN, BSM.
Financial Advocates Investment Management was a net seller of stock by $-51M.
Financial Advocates Investment Management has $1.8B in assets under management (AUM), dropping by -0.70%.
Central Index Key (CIK): 0001730293

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Portfolio Holdings for Financial Advocates Investment Management

Financial Advocates Investment Management holds 733 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Financial Advocates Investment Management has 733 total positions. Only the first 250 positions are shown.

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Download the Financial Advocates Investment Management December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.0	$88M	-3%	353k	250.42	View chart
NVIDIA Corporation (NVDA)	3.7	$65M	-5%	480k	134.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$54M		92k	586.08	View chart
Microsoft Corporation (MSFT)	2.8	$49M	-4%	116k	421.50	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.9	$33M	+4%	373k	87.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$30M	+6%	103k	289.81	View chart
Amazon (AMZN)	1.6	$28M	-2%	129k	219.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$25M	+2%	399k	62.31	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.3	$23M	+6%	1.0M	22.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$23M		326k	70.28	View chart
Spdr Ser Tr S&p Metals Mng (XME)	1.2	$22M	+18%	236k	91.23	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.2	$20M		146k	139.35	View chart
Tesla Motors (TSLA)	1.1	$19M	-9%	48k	403.84	View chart
Invesco Qqq Tr Unit Ser 2 (QQQ)	1.0	$18M	+9%	36k	511.23	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$18M		44k	410.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$18M	+7%	183k	96.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$17M	-10%	169k	101.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$17M	-2%	94k	178.08	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.9	$15M	+209%	293k	51.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$15M	-2%	62k	242.13	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$15M	+18%	77k	195.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$15M	+36%	26k	588.68	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.8	$14M		170k	81.03	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.7	$13M	+8%	128k	99.15	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$13M	-59%	57k	218.46	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$12M	-9%	134k	92.59	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.7	$12M	-7%	180k	67.03	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$12M	+27%	129k	91.68	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$12M	-9%	204k	56.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$11M	+45%	158k	71.91	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$11M	+2%	160k	68.94	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.6	$11M	+21%	216k	49.96	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$11M		262k	40.41	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$10M	+4%	108k	96.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$10M	+25%	53k	195.83	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$10M	+4%	197k	52.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$9.9M	-14%	86k	115.22	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.6	$9.7M	+9%	75k	129.52	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$9.6M	+5%	112k	85.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$9.6M		21k	453.28	View chart
Costco Wholesale Corporation (COST)	0.5	$9.5M		10k	916.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$9.4M	+2%	117k	80.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$9.1M	-25%	52k	175.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$9.0M	+4%	53k	169.30	View chart
Axon Enterprise (AXON)	0.5	$8.8M		15k	594.32	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$8.3M	-16%	91k	90.76	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$7.6M	-9%	61k	123.53	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$7.3M	-3%	207k	35.26	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$7.3M	-18%	69k	104.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$7.3M	+8%	35k	210.45	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$7.0M	+3675%	67k	104.65	View chart
Visa Com Cl A (V)	0.4	$7.0M	-15%	22k	316.04	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$6.9M		74k	92.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$6.7M		36k	189.30	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$6.7M	+265%	148k	45.20	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.4	$6.7M	+2%	203k	32.76	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.4	$6.6M	-9%	140k	46.81	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$6.5M	+352%	128k	50.88	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$6.4M	-29%	28k	232.52	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$6.3M		63k	100.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$6.2M	-21%	69k	89.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$6.1M	+4%	32k	190.44	View chart
Meta Platforms Cl A (META)	0.3	$6.0M		10k	585.47	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$6.0M	+28%	168k	35.85	View chart
Boeing Company (BA)	0.3	$5.8M	+8%	33k	177.00	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$5.7M	-46%	110k	51.51	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$5.6M	-2%	129k	42.97	View chart
Shopify Cl A (SHOP)	0.3	$5.5M	-2%	52k	106.33	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$5.4M	-6%	101k	53.44	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$5.4M	-2%	132k	40.67	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$5.2M	+4%	98k	52.79	View chart
Caterpillar (CAT)	0.3	$5.1M		14k	362.75	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.3	$5.1M	+14%	67k	76.61	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$5.1M	-11%	51k	99.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$5.1M	+4%	9.4k	538.81	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.3	$4.9M	NEW	56k	88.79	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.9M		20k	239.71	View chart
Chevron Corporation (CVX)	0.3	$4.8M	-3%	33k	144.84	View chart
Abbvie (ABBV)	0.3	$4.8M	-6%	27k	177.69	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$4.8M	-14%	94k	51.01	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.3	$4.8M		122k	38.91	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$4.7M	+14%	61k	77.27	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$4.7M	+7%	107k	43.47	View chart
Eli Lilly & Co. (LLY)	0.3	$4.6M	-10%	6.0k	771.96	View chart
Broadcom (AVGO)	0.3	$4.5M	+10%	20k	231.85	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.3	$4.5M	+2%	132k	34.21	View chart
Procter & Gamble Company (PG)	0.3	$4.4M	-10%	26k	167.65	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$4.3M		72k	59.14	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$4.2M	-39%	48k	89.04	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.1M	-2%	39k	106.55	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$4.0M		35k	115.18	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$4.0M	+5%	17k	242.18	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$4.0M	+165%	53k	75.69	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$4.0M	+17%	19k	206.92	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$4.0M	+11%	143k	27.88	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$3.9M	+214%	126k	31.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.9M	+320%	140k	27.87	View chart
Ishares Tr 21 Yr Tr Bd Etf (TLT)	0.2	$3.9M	+125%	44k	87.33	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$3.8M	+16%	40k	95.01	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.8M	+6%	35k	107.57	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$3.8M	-8%	142k	26.33	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$3.7M	-72%	27k	137.57	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$3.7M		60k	62.45	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$3.7M	+3%	82k	44.92	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$3.6M	-47%	49k	74.73	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$3.6M	+4%	73k	49.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.6M	+14%	75k	47.82	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$3.6M	-29%	82k	43.64	View chart
Microstrategy Cl A New (MSTR)	0.2	$3.6M	-4%	12k	289.62	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$3.6M	+34%	82k	43.44	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$3.5M	+16%	59k	59.77	View chart
Nextera Energy (NEE)	0.2	$3.5M	-11%	49k	71.69	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.5M	+30%	73k	48.33	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$3.5M		26k	135.37	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.5M		6.6k	526.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.5M	+29%	14k	240.28	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.4M		38k	87.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.4M	+7%	8.4k	401.59	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$3.4M	-2%	35k	97.00	View chart
Sixth Street Specialty Lending (TSLX)	0.2	$3.3M	+2%	156k	21.30	View chart
Union Pacific Corporation (UNP)	0.2	$3.3M		14k	228.04	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$3.2M	+11%	41k	78.46	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.2	$3.2M	+8%	97k	33.33	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$3.2M	-3%	108k	29.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.2M	+15%	82k	38.37	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$3.1M	+51%	24k	131.76	View chart
Vanguard World Utilities Etf (VPU)	0.2	$3.1M	-12%	19k	163.42	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$3.1M	+40%	22k	145.35	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$3.1M	-42%	64k	48.67	View chart
Cisco Systems (CSCO)	0.2	$3.1M		52k	59.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$3.1M	-13%	24k	127.59	View chart
salesforce (CRM)	0.2	$3.1M	+2%	9.2k	334.33	View chart
Johnson & Johnson (JNJ)	0.2	$3.0M	+12%	21k	144.62	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.2	$3.0M	-7%	93k	32.52	View chart
Starbucks Corporation (SBUX)	0.2	$3.0M	-9%	33k	91.25	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$3.0M	-6%	15k	197.49	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.9M	-27%	39k	75.63	View chart
Quanta Services (PWR)	0.2	$2.9M	+30%	9.1k	316.03	View chart
Ab Active Etfs High Yield Etf (HYFI)	0.2	$2.9M	+8%	78k	36.89	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$2.9M	+6%	59k	48.16	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.9M	-4%	83k	34.59	View chart
Netflix (NFLX)	0.2	$2.8M	-22%	3.1k	891.32	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$2.7M	+18%	28k	97.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.7M	+7%	14k	198.18	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$2.7M	+460%	58k	46.24	View chart
Home Depot (HD)	0.2	$2.7M	-16%	6.9k	388.98	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.7M	-36%	33k	81.98	View chart
Parker-Hannifin Corporation (PH)	0.2	$2.7M	+4%	4.2k	635.96	View chart
Amgen (AMGN)	0.2	$2.6M	-34%	10k	260.65	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.6M	-39%	33k	78.61	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$2.6M		52k	50.50	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$2.5M	-2%	50k	51.25	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$2.5M	-2%	58k	44.01	View chart
Palo Alto Networks (PANW)	0.1	$2.5M	+158%	14k	181.96	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.5M	-42%	9.9k	253.75	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$2.5M	NEW	152k	16.55	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.5M	-4%	7.3k	342.16	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$2.5M	+2%	49k	50.89	View chart
Verizon Communications (VZ)	0.1	$2.4M	-11%	61k	39.99	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$2.4M	-7%	50k	48.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.4M	-14%	9.1k	264.14	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.3M	+84%	47k	50.32	View chart
McDonald's Corporation (MCD)	0.1	$2.3M		7.9k	289.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.3M	+13%	21k	108.61	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.3M	NEW	23k	100.12	View chart
Automatic Data Processing (ADP)	0.1	$2.3M		7.7k	292.73	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.2M		3.2k	693.04	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.1	$2.1M	NEW	33k	65.35	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.1M	+69%	41k	52.16	View chart
Advanced Micro Devices (AMD)	0.1	$2.1M	-2%	18k	120.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.1M	-6%	48k	44.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$2.1M	+55%	70k	30.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.1M	+736%	22k	96.83	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$2.1M	-14%	30k	70.00	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$2.1M	-25%	83k	24.99	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$2.1M	+7%	110k	18.70	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$2.0M	+5%	51k	40.34	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$2.0M	-18%	111k	18.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.0M	-16%	3.2k	621.83	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.0M	+24%	5.8k	343.41	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.1	$2.0M		54k	36.99	View chart
UnitedHealth (UNH)	0.1	$2.0M	-8%	3.9k	505.85	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$2.0M	+23%	22k	90.35	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$2.0M		15k	128.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$2.0M	-20%	39k	50.37	View chart
Wal-Mart Stores (WMT)	0.1	$1.9M	+10%	21k	90.35	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.9M	-66%	12k	159.51	View chart
Merck & Co (MRK)	0.1	$1.9M	-9%	19k	99.48	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.1	$1.9M	NEW	73k	25.85	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.9M		15k	124.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.9M	+1398%	36k	52.47	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$1.9M		41k	45.76	View chart
Carrier Global Corporation (CARR)	0.1	$1.8M	-4%	27k	68.26	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$1.8M	-2%	50k	36.36	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.8M	-7%	17k	106.84	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$1.8M	+73%	36k	49.41	View chart
Coca-Cola Company (KO)	0.1	$1.8M	+5%	29k	62.26	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.1	$1.7M	+25%	40k	43.19	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.7M	-16%	16k	106.55	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.7M	-21%	14k	126.73	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$1.7M	+67%	10k	165.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.7M	+153%	72k	23.20	View chart
PCM Fund (PCM)	0.1	$1.7M	+10%	216k	7.70	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$1.7M	-8%	14k	117.50	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$1.6M		33k	48.91	View chart
Paypal Holdings (PYPL)	0.1	$1.6M		19k	85.35	View chart
Ameriprise Financial (AMP)	0.1	$1.6M	-5%	3.1k	532.36	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.6M	-11%	4.6k	351.80	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.6M	-3%	14k	115.72	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.6M	+198%	61k	26.07	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$1.6M	NEW	26k	62.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.6M	+7%	27k	57.41	View chart
Deere & Company (DE)	0.1	$1.5M	-4%	3.6k	423.72	View chart
Philip Morris International (PM)	0.1	$1.5M	-5%	13k	120.36	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.5M	-2%	24k	63.45	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$1.5M		28k	54.20	View chart
Pulte (PHM)	0.1	$1.5M	-2%	14k	108.90	View chart
Us Bancorp Del Com New (USB)	0.1	$1.5M	-5%	32k	47.83	View chart
Prologis (PLD)	0.1	$1.5M	-8%	14k	105.70	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.5M		13k	112.26	View chart
Nike CL B (NKE)	0.1	$1.5M	+10%	20k	75.67	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.5M	+9%	43k	34.13	View chart
Blackrock (BLK)	0.1	$1.5M	NEW	1.4k	1025.17	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$1.5M	-17%	29k	50.14	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.1	$1.4M	+2%	55k	26.59	View chart
Qualcomm (QCOM)	0.1	$1.4M	-7%	9.2k	153.62	View chart
At&t (T)	0.1	$1.4M	-19%	62k	22.77	View chart
Pfizer (PFE)	0.1	$1.4M	+18%	53k	26.53	View chart
Walt Disney Company (DIS)	0.1	$1.4M	+2%	13k	111.35	View chart
Paychex (PAYX)	0.1	$1.4M	-28%	9.7k	140.22	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.3M		24k	55.45	View chart
Bank of America Corporation (BAC)	0.1	$1.3M		31k	43.95	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.3M	-6%	3.0k	444.68	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.3M	+5%	8.2k	161.77	View chart
Abbott Laboratories (ABT)	0.1	$1.3M	-4%	12k	113.12	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$1.3M	-5%	24k	54.69	View chart
Emerson Electric (EMR)	0.1	$1.3M		11k	123.92	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$1.3M	-18%	34k	38.39	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.3M		9.9k	132.21	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.1	$1.3M		33k	40.41	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.3M	-5%	13k	100.60	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	0.1	$1.3M	+337%	31k	42.00	View chart
Fiserv (FI)	0.1	$1.3M		6.3k	205.42	View chart
Dutch Bros Cl A (BROS)	0.1	$1.3M	-3%	25k	52.38	View chart
Eaton Vance Senior Floating Rate Fund (EFR)	0.1	$1.3M	+3%	101k	12.80	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$1.3M	+3%	67k	19.36	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$1.3M	+8%	13k	100.77	View chart
International Business Machines (IBM)	0.1	$1.3M	+5%	5.8k	219.82	View chart
Sap Se Spon Adr (SAP)	0.1	$1.3M	+62%	5.1k	246.19	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$1.3M		21k	59.06	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 Q4 filed Jan. 27, 2025
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

View all past filings

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