Financial Advocates Investment Management Purchases in Q4 2024

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
291
+ 11.85%
$233.85 - $279.91 $68.1K - $81.5K
2.75K $708K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.3K
+ 316.07%
$26.93 - $84.95 $306K - $964K
14.9K $408K
IHDG
Wisdomtree Tr

ETFs
7.5K
+ 7.54%
$43.38 - $46.0 $326K - $345K
107K $4.65M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
7.42K
+ 7.26%
$18.62 - $19.05 $138K - $141K
110K $2.05M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.83K
+ 5.93%
$40.15 - $42.9 $114K - $121K
50.6K $2.04M
NOW
Service Now, Inc.

Technology
7
+ 1.26%
$867.18 - $1148.42 $6.07K - $8.04K
563 $596K
ET
Energy Transfer LP

Energy
2.01K
+ 12.36%
$16.05 - $19.86 $32.2K - $39.8K
18.2K $357K
PCM
Pcm Fund, Inc.

Financial Services
21K
+ 10.75%
$7.63 - $8.21 $160K - $172K
216K $1.65M
MKL
Markel Corp

Financial Services
30
+ 11.58%
$1542.01 - $1785.11 $46.3K - $53.6K
289 $498K
UPS
United Parcel Service Inc

Industrials
1.39K
+ 16.85%
$122.65 - $138.35 $170K - $192K
9.63K $1.21M
GBCI
Glacier Bancorp, Inc.

Financial Services
311
+ 1.95%
$44.09 - $58.89 $13.7K - $18.3K
16.3K $816K
SONY
Sony Group Corp

Technology
16.2K
+ 475.27%
$17.53 - $96.8 $284K - $1.57M
19.6K $414K
PFL
Pimco Income Strategy Fund

Financial Services
10.2K
+ 79.95%
$8.27 - $8.77 $84.6K - $89.7K
23K $193K
ORCL
Oracle Corp

Technology
646
+ 10.52%
$165.41 - $192.43 $107K - $124K
6.79K $1.13M
XLY
Select Sector Spdr Consumer Di

ETFs
224
+ 16.36%
$194.8 - $239.43 $43.6K - $53.6K
1.59K $357K
INTU
Intuit Inc

Technology
107
+ 8.77%
$602.01 - $706.25 $64.4K - $75.6K
1.33K $834K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.16%
$246.06 - $292.59 $984 - $1.17K
2.49K $694K
GEVO
Gevo, Inc.

Basic Materials
20K
+ 28.53%
$1.38 - $3.29 $27.6K - $65.7K
90K $188K
CPRT
Copart Inc

Consumer Cyclical
132
+ 0.99%
$51.36 - $63.8 $6.78K - $8.42K
13.4K $769K
ARCC
Ares Capital Corp

Financial Services
2.45K
+ 13.27%
$20.74 - $22.27 $50.8K - $54.6K
20.9K $457K
QLYS
Qualys, Inc.

Technology
289
+ 11.52%
$119.24 - $159.23 $34.5K - $46K
2.8K $392K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.28K
+ 26.55%
$30.67 - $30.84 $69.9K - $70.3K
10.9K $333K
TTC
Toro CO

Industrials
1.13K
+ 35.48%
$80.1 - $88.44 $90.8K - $100K
4.33K $346K
TQQQ
Proshares Ultrapro Qqq

ETFs
50
+ 0.52%
$69.42 - $93.29 $3.47K - $4.66K
9.76K $772K
CBSH
Commerce Bancshares Inc

Financial Services
346
+ 2.18%
$57.04 - $74.36 $19.7K - $25.7K
16.3K $1.01M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.53K
+ 3.17%
$44.33 - $49.55 $112K - $125K
82.2K $3.69M
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.83K
+ 16.11%
$37.15 - $41.12 $67.8K - $75K
13.2K $497K
PCAR
Paccar Inc

Industrials
7
+ 0.07%
$97.92 - $118.41 $685 - $829
10.2K $1.06M
DBA
Invesco Db Agriculture Fund

ETFs
1.13K
+ 2.12%
$24.81 - $27.83 $28.1K - $31.5K
54.5K $1.45M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
3.85K
+ 3.98%
$12.55 - $13.1 $48.3K - $50.4K
101K $1.29M
IBM
International Business Machines Corp

Technology
275
+ 5.01%
$204.9 - $238.04 $56.3K - $65.5K
5.76K $1.27M
BNDX
Vanguard Total International B

ETFs
1.33K
+ 13.65%
$48.91 - $50.61 $65.1K - $67.4K
11.1K $543K
SRLN
Ssga Active Trust

ETFs
1.28K
+ 16.5%
$41.48 - $42.08 $53.1K - $53.9K
9.04K $377K
GLW
Corning Inc

Technology
609
+ 6.24%
$44.11 - $49.76 $26.9K - $30.3K
10.4K $492K
CDNS
Cadence Design Systems Inc

Technology
31
+ 2.19%
$249.1 - $324.54 $7.72K - $10.1K
1.45K $435K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.15K
+ 4.42%
$51.09 - $55.27 $212K - $229K
98.1K $5.02M
JNK
Spdr Bloomberg High Yield Bond

ETFs
574
+ 27.28%
$94.77 - $97.36 $54.4K - $55.9K
2.68K $255K
C
Citigroup Inc

Financial Services
18
+ 0.3%
$61.31 - $72.5 $1.1K - $1.31K
6.1K $429K
FXO
First Tr Exchange Traded Fd Fi

ETFs
492
+ 6.96%
$50.63 - $59.0 $24.9K - $29K
7.56K $409K
F
Ford Motor CO

Consumer Cyclical
7.82K
+ 17.59%
$9.69 - $11.4 $75.8K - $89.2K
52.3K $517K
BBDC
Barings Bdc, Inc.

Financial Services
5.27K
+ 38.84%
$9.27 - $10.33 $48.9K - $54.5K
18.9K $180K
FSK
Fs Kkr Capital Corp

Financial Services
1.02K
+ 8.28%
$19.71 - $22.22 $20.2K - $22.8K
13.4K $290K
SOXX
Ishares Semiconductor ETF

ETFs
340
+ 18.53%
$211.27 - $239.8 $71.8K - $81.5K
2.18K $468K
TER
Teradyne, Inc

Technology
574
+ 16.75%
$102.58 - $133.62 $58.9K - $76.7K
4K $503K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.46K
+ 14.12%
$58.88 - $64.8 $145K - $160K
19.9K $1.17M
EPD
Enterprise Products Partners L.P.

Energy
285
+ 1.92%
$28.66 - $34.43 $8.17K - $9.81K
15.1K $474K
FDS
Factset Research Systems Inc

Financial Services
41
+ 4.05%
$449.69 - $495.72 $18.4K - $20.3K
1.05K $506K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
869
+ 6.48%
$80.93 - $85.66 $70.3K - $74.4K
14.3K $1.16M
CASY
Caseys General Stores Inc

Consumer Cyclical
4
+ 0.22%
$366.65 - $427.88 $1.47K - $1.71K
1.8K $714K
Activity Summary
Buys All Purchases 371 New Holdings 54 Increased Positions 317 Sells All Sells 348 Reductions 348 Sold out 0 Options Calls 6 Puts 6
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