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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, MSFT, SPY, NVDA, VTI, and represent 13.24% of Financial Advocates Investment Management's stock portfolio.
Added to shares of these 10 stocks: IWM (+$8.2M), SPGP (+$7.3M), ITA (+$5.3M), SCZ, AOM, IJH, XLG, XHE, VCIT, EXI.
Started 46 new stock positions in JGRO, VTC, OABI, HIVE, FRA, TTC, WBND, VRSK, IFRA, EZU.
Reduced shares in these 10 stocks: IUSB (-$18M), IUSG (-$6.2M), FVD (-$5.3M), EDV, , TLT, ESGU, EFV, EFG, XLE.
Sold out of its positions in FLV, COR, AME, BLUE, BTI, CGC, C, DNP, DFAX, SILJ.
Financial Advocates Investment Management was a net buyer of stock by $39M.
Financial Advocates Investment Management has $1.4B in assets under management (AUM), dropping by -0.90%.
Central Index Key (CIK): 0001730293

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Portfolio Holdings for Financial Advocates Investment Management

Financial Advocates Investment Management holds 696 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Financial Advocates Investment Management has 696 total positions. Only the first 250 positions are shown.

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Download the Financial Advocates Investment Management September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.8	$67M		391k	171.21	View chart
Microsoft Corporation (MSFT)	3.0	$42M		133k	315.75	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	2.3	$32M		76k	427.96	View chart
NVIDIA Corporation (NVDA)	1.6	$22M		51k	434.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$20M	+2%	98k	207.42	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.3	$18M	-2%	241k	73.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$18M	-2%	49k	358.52	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$17M	+5%	64k	272.31	View chart
Amazon (AMZN)	1.2	$17M	+3%	136k	127.18	View chart
First Tr Value Line Divid In SHS (FVD)	1.2	$17M	-23%	455k	37.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$17M	+9%	263k	64.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$17M	+23%	77k	221.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$16M	+10%	236k	69.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$13M	+157%	125k	107.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$13M	-7%	216k	60.12	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.9	$13M	+14%	310k	41.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$13M	+4%	489k	26.11	View chart
Tesla Motors (TSLA)	0.9	$12M	+5%	50k	250.22	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.8	$11M	-35%	118k	94.46	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.8	$11M	+6%	187k	59.60	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$11M	-3%	71k	153.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$11M	+14%	219k	49.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$10M		60k	171.79	View chart
Select Sector Spdr Tr Energy (XLE)	0.7	$10M	-13%	110k	92.84	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.7	$10M		428k	23.90	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$9.5M	-65%	48k	199.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$9.1M	+4%	65k	141.69	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.6	$9.0M	+5%	196k	45.95	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.6	$8.6M	-4%	75k	114.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$8.5M	+10%	62k	138.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$8.5M	-14%	66k	129.08	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$8.4M	+12%	93k	89.78	View chart
Chevron Corporation (CVX)	0.6	$8.3M		49k	168.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$8.2M		62k	131.85	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)	0.6	$8.2M	+4%	384k	21.25	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$7.8M		157k	50.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$7.8M	+6%	22k	350.30	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$7.5M	-3%	150k	50.04	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$7.5M		366k	20.39	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$7.3M	NEW	80k	91.24	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$7.2M		318k	22.57	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$7.1M	+45%	93k	75.98	View chart
First Tr Morningstar Divid L SHS (FDL)	0.5	$7.0M	+9%	210k	33.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$7.0M	-14%	16k	429.25	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$6.9M	-14%	137k	50.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$6.7M	+9%	91k	74.05	View chart
Costco Wholesale Corporation (COST)	0.5	$6.6M		12k	564.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$6.6M		70k	93.43	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$6.5M	+37%	51k	128.41	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$6.3M	+33%	63k	100.11	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$6.3M	+3%	107k	58.73	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$6.3M	-10%	132k	47.60	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.4	$6.2M	+22%	183k	33.88	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.4	$6.0M	-18%	66k	89.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$6.0M	+5%	38k	155.38	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.4	$5.9M		248k	24.00	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$5.9M	+19%	190k	31.24	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.4	$5.9M	+30%	89k	66.60	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$5.9M	-8%	112k	52.49	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$5.8M	+1074%	114k	50.55	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$5.7M	+7%	232k	24.53	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.4	$5.7M	+7%	176k	32.18	View chart
Boeing Company (BA)	0.4	$5.7M	+5%	30k	191.68	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.4	$5.6M	+31%	57k	99.43	View chart
Visa Com Cl A (V)	0.4	$5.6M		24k	230.01	View chart
Caterpillar (CAT)	0.4	$5.6M	+53%	21k	273.00	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$5.5M	+22%	71k	77.41	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$5.5M	-6%	112k	48.88	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.4	$5.3M	+195%	97k	54.27	View chart
Verizon Communications (VZ)	0.4	$5.1M	+12%	157k	32.41	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$5.1M	-5%	138k	36.91	View chart
Abbvie (ABBV)	0.4	$5.0M		33k	149.06	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$4.9M	-6%	105k	47.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$4.8M	+23%	64k	75.17	View chart
Procter & Gamble Company (PG)	0.3	$4.7M		32k	145.86	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$4.6M	+18%	39k	117.67	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.3	$4.5M		145k	31.26	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$4.5M	-7%	32k	139.66	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$4.5M	-14%	62k	72.41	View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)	0.3	$4.4M	+4%	63k	69.67	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$4.4M	-17%	54k	80.68	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.4M	+3%	37k	117.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$4.3M		60k	71.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$4.3M		45k	94.06	View chart
Johnson & Johnson (JNJ)	0.3	$4.1M	-8%	27k	155.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$4.1M		31k	130.86	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$4.0M	-4%	70k	57.56	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.3	$4.0M	+30%	147k	27.29	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$3.9M		100k	39.25	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$3.8M	+85%	19k	203.54	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$3.8M	+533%	111k	33.96	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$3.7M	-42%	43k	87.07	View chart
Nextera Energy (NEE)	0.3	$3.7M	-3%	64k	57.29	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.3	$3.6M		278k	13.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$3.6M	+4%	35k	103.32	View chart
Eli Lilly & Co. (LLY)	0.3	$3.6M	+26%	6.6k	537.14	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.5M		24k	145.02	View chart
Palo Alto Networks (PANW)	0.3	$3.5M	+6%	15k	234.44	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$3.5M		71k	49.53	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$3.5M	+10%	85k	41.28	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$3.5M	NEW	40k	88.33	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$3.4M	+74%	68k	50.31	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$3.4M	-3%	40k	84.23	View chart
Starbucks Corporation (SBUX)	0.2	$3.4M		37k	91.27	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$3.3M		33k	102.54	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$3.3M	+5%	41k	80.51	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$3.3M	+25%	73k	45.79	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$3.3M	-5%	73k	45.07	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$3.2M	+4%	53k	61.44	View chart
Cisco Systems (CSCO)	0.2	$3.2M	-3%	59k	53.76	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$3.1M	-3%	43k	72.31	View chart
Union Pacific Corporation (UNP)	0.2	$3.1M	+9%	15k	203.63	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$3.1M		42k	72.37	View chart
Spdr Ser Tr Hlth Cr Equip (XHE)	0.2	$3.1M	NEW	33k	91.77	View chart
Axon Enterprise (AXON)	0.2	$3.0M		15k	198.99	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$3.0M	-19%	44k	68.67	View chart
Home Depot (HD)	0.2	$3.0M		10k	302.15	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$3.0M	-7%	62k	48.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.0M	+21%	68k	43.72	View chart
Meta Platforms Cl A (META)	0.2	$3.0M	+2%	9.9k	300.21	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$3.0M		101k	29.34	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$2.9M	+6%	105k	27.78	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.2	$2.9M		487k	5.92	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$2.8M	+8%	58k	47.97	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$2.7M	-7%	70k	38.65	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.2	$2.7M	-3%	57k	46.52	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$2.6M	+5%	42k	61.86	View chart
Merck & Co (MRK)	0.2	$2.6M	+2%	25k	102.95	View chart
Shopify Cl A (SHOP)	0.2	$2.6M	+2%	47k	54.57	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$2.5M	-3%	90k	28.23	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.5M	-6%	96k	26.20	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.2	$2.5M		143k	17.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.5M	+3%	58k	42.55	View chart
Ishares U S Etf Tr Blackrock St Mat (NEAR)	0.2	$2.4M	+31%	49k	49.89	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$2.4M	+183%	26k	92.09	View chart
Pepsi (PEP)	0.2	$2.4M		14k	169.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$2.4M		24k	96.92	View chart
McDonald's Corporation (MCD)	0.2	$2.4M		8.9k	263.45	View chart
UnitedHealth (UNH)	0.2	$2.3M		4.7k	504.23	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.2	$2.3M	-34%	84k	27.91	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.2	$2.3M	-5%	52k	44.63	View chart
Automatic Data Processing (ADP)	0.2	$2.3M	-5%	9.6k	240.59	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$2.2M	+218%	9.9k	226.68	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.2	$2.2M	-16%	51k	43.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$2.2M	-21%	22k	102.15	View chart
Amgen (AMGN)	0.2	$2.2M	+3%	8.2k	268.77	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.2M	+81%	25k	86.77	View chart
Ishares Msci Sth Kor Etf (EWY)	0.2	$2.2M	+5%	37k	58.94	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$2.2M	+8%	63k	34.73	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$2.2M	-19%	38k	57.60	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$2.2M		20k	109.68	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$2.1M	-11%	20k	106.30	View chart
Novo-nordisk A S Adr (NVO)	0.2	$2.1M	+166%	23k	90.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.1M		8.1k	262.51	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$2.1M	-10%	39k	53.40	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$2.1M	+11%	62k	33.75	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$2.1M		76k	27.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.1M	+39%	14k	147.41	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M		5.2k	395.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.0M	+108%	35k	57.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.0M	-9%	19k	107.64	View chart
Nike CL B (NKE)	0.1	$2.0M	+3%	21k	95.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.0M	-5%	12k	160.31	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.1	$2.0M	NEW	14k	139.70	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.0M		3.9k	506.13	View chart
Walt Disney Company (DIS)	0.1	$1.9M	-7%	24k	81.05	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.9M	NEW	39k	49.58	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.9M	+10%	29k	65.46	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.9M		12k	159.60	View chart
Wal-Mart Stores (WMT)	0.1	$1.9M		12k	159.94	View chart
Intel Corporation (INTC)	0.1	$1.9M	-2%	53k	35.55	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$1.9M	+400%	59k	31.82	View chart
Sixth Street Specialty Lending (TSLX)	0.1	$1.8M	+106%	90k	20.44	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.8M	-31%	18k	100.14	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.1	$1.8M		57k	31.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.8M	+5%	9.0k	201.49	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.1	$1.8M	-2%	240k	7.56	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.8M	-41%	18k	101.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.8M	+99%	4.9k	363.93	View chart
Pacer Fds Tr Trendpilot Fd (TRND)	0.1	$1.8M	-10%	63k	28.17	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.1	$1.8M	-6%	56k	31.55	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.7M	+56%	56k	31.24	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.7M		24k	72.18	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.7M	+94%	41k	42.20	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$1.7M	NEW	14k	122.95	View chart
Coca-Cola Company (KO)	0.1	$1.7M	+3%	30k	55.98	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$1.7M	+37%	40k	42.09	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$1.7M	+20%	56k	29.87	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.7M	+335%	19k	86.19	View chart
Abbott Laboratories (ABT)	0.1	$1.7M		17k	96.85	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.6M	+4%	2.8k	588.61	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.6M	+3%	16k	100.93	View chart
Carrier Global Corporation (CARR)	0.1	$1.6M		29k	55.20	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$1.6M	-37%	55k	28.90	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.1	$1.6M	-5%	8.5k	186.83	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.6M	+14%	23k	68.44	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.6M		59k	26.47	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.6M	+8%	17k	92.24	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.5M	+5%	31k	49.49	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$1.5M	-2%	20k	78.56	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.5M	+4%	44k	34.99	View chart
salesforce (CRM)	0.1	$1.5M		7.5k	202.78	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$1.5M		3.7k	405.25	View chart
Stryker Corporation (SYK)	0.1	$1.5M		5.5k	273.26	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$1.5M	+3%	19k	78.14	View chart
Philip Morris International (PM)	0.1	$1.5M	-3%	16k	92.58	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M		15k	102.82	View chart
Ring Energy (REI)	0.1	$1.5M		770k	1.95	View chart
Broadcom (AVGO)	0.1	$1.5M	+63%	1.8k	830.51	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$1.5M	+205%	41k	36.42	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$1.5M		48k	30.61	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$1.5M	-44%	29k	50.40	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.1	$1.5M	-10%	36k	40.27	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$1.5M	+10%	46k	31.45	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.1	$1.4M	+15%	14k	105.50	View chart
Pfizer (PFE)	0.1	$1.4M	+3%	43k	33.17	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$1.4M	+172%	33k	41.70	View chart
At&t (T)	0.1	$1.4M	-7%	91k	15.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.3M	+10%	4.4k	307.14	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$1.3M		73k	18.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.3M		26k	50.60	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$1.3M	+18%	79k	16.88	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$1.3M	+5%	130k	10.12	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.3M	+13%	15k	89.22	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M		3.2k	408.97	View chart
Shockwave Med (SWAV)	0.1	$1.3M		6.5k	199.09	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$1.3M	NEW	18k	72.45	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.3M		11k	120.85	View chart
Paychex (PAYX)	0.1	$1.3M	+6%	11k	115.33	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$1.3M		5.4k	236.03	View chart
Lpl Financial Holdings (LPLA)	0.1	$1.3M		5.3k	237.63	View chart
Phillips 66 (PSX)	0.1	$1.2M		10k	120.15	View chart
Netflix (NFLX)	0.1	$1.2M	+2%	3.3k	377.60	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$1.2M		22k	56.09	View chart
Prologis (PLD)	0.1	$1.2M	+7%	11k	112.20	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.2M	-6%	9.3k	130.96	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.2M	+19%	2.3k	509.90	View chart
Royce Value Trust (RVT)	0.1	$1.2M	-6%	93k	12.87	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG)	0.1	$1.2M	+4%	60k	19.67	View chart
Honeywell International (HON)	0.1	$1.2M		6.4k	184.75	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.2M	+6%	71k	16.77	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.1	$1.2M	-12%	23k	51.52	View chart
Quanta Services (PWR)	0.1	$1.2M	-2%	6.2k	187.08	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.1	$1.1M	NEW	15k	78.20	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.1	$1.1M		53k	21.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M	-11%	13k	84.45	View chart
PCM Fund (PCM)	0.1	$1.1M	+9%	127k	8.90	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$1.1M	+4%	148k	7.58	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.1M		25k	45.43	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.1M		14k	79.80	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 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
Financial Advocates Investment Management 2020 Q3 filed Nov. 4, 2020
Financial Advocates Investment Management 2020 Q2 filed Aug. 14, 2020
Financial Advocates Investment Management 2020 Q1 filed April 29, 2020
Financial Advocates Investment Management 2019 Q4 filed Feb. 13, 2020

View all past filings

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