Financial Advocates Investment Management Sells in Q4 2024

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SECT
Sector 10, Inc.

ETFs
-2.44K
- 17.33%
$53.17 - $57.82 $130K - $141K
11.6K $638K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.89K
- 33.27%
$57.38 - $61.11 $108K - $115K
3.78K $220K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-1.44K
- 33.78%
$76.72 - $82.83 $111K - $120K
2.83K $218K
XLB
Select Sector Spdr Fd Material

ETFs
-391
- 6.5%
$83.8 - $97.58 $32.8K - $38.2K
5.62K $473K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-767
- 2.17%
$90.66 - $99.46 $69.5K - $76.3K
34.6K $3.14M
CPNG
Coupang, Inc.

Consumer Cyclical
-2.61K
- 14.17%
$21.98 - $26.89 $57.3K - $70.2K
15.8K $347K
PHYS
Sprott Physical Gold Trust

Financial Services
-4.62K
- 11.31%
$19.66 - $21.66 $90.8K - $100K
36.2K $729K
SHW
Sherwin Williams CO

Basic Materials
-60
- 3.13%
$338.75 - $399.71 $20.3K - $24K
1.86K $630K
PINS
Pinterest, Inc.

Communication Services
-1.37K
- 7.7%
$28.24 - $34.15 $38.7K - $46.8K
16.4K $476K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.63K
- 4.21%
$33.92 - $36.6 $123K - $133K
82.6K $2.86M
STE
Steris PLC

Healthcare
-184
- 12.11%
$204.34 - $235.7 $37.6K - $43.4K
1.34K $274K
IBN
Icici Bank LTD

Financial Services
-3.17K
- 26.74%
$28.69 - $31.9 $90.9K - $101K
8.68K $259K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.8K
- 12.51%
$30.48 - $34.2 $54.8K - $61.5K
12.6K $383K
MNDY
Monday.Com Ltd.

Technology
-171
- 14.24%
$224.69 - $324.31 $38.4K - $55.5K
1.03K $242K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-1.03K
- 6.22%
$63.23 - $66.65 $65.4K - $68.9K
15.6K $987K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-796
- 5.78%
$100.24 - $101.35 $79.8K - $80.7K
13K $1.3M
MMM
3 M CO

Industrials
-356
- 6.31%
$124.74 - $137.12 $44.4K - $48.8K
5.29K $682K
SNY
Sanofi

Healthcare
-618
- 9.77%
$45.89 - $57.31 $28.4K - $35.4K
5.71K $275K
ECC
Eagle Point Credit CO Inc.

Financial Services
-1.22K
- 1.57%
$8.7 - $9.98 $10.6K - $12.2K
76.7K $680K
WCN
Waste Connections, Inc.

Industrials
-429
- 20.98%
$171.06 - $193.25 $73.4K - $82.9K
1.62K $277K
NGG
National Grid PLC

Utilities
-561
- 11.04%
$57.68 - $70.03 $32.4K - $39.3K
4.52K $268K
CTAS
Cintas Corp

Industrials
-28
- 0.82%
$182.7 - $226.47 $5.12K - $6.34K
3.38K $618K
SMG
Scotts Miracle Gro CO

Basic Materials
-61
- 1.58%
$65.14 - $93.47 $3.97K - $5.7K
3.79K $251K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.27K
- 7.82%
$39.3 - $41.34 $50.1K - $52.7K
15K $591K
CGGO
Capital Group Global Growth Eq

ETFs
-1.45K
- 3.32%
$29.21 - $30.67 $42.4K - $44.5K
42.2K $1.23M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-709
- 17.73%
$114.02 - $125.22 $80.8K - $88.8K
3.29K $378K
VLO
Valero Energy Corp

Energy
-91
- 1.69%
$118.59 - $144.02 $10.8K - $13.1K
5.3K $650K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-370
- 22.3%
$225.16 - $265.16 $83.3K - $98.1K
1.29K $320K
HDV
Ishares Core High Dividend ETF

ETFs
-30
- 0.22%
$110.82 - $121.28 $3.32K - $3.64K
13.3K $1.5M
CNQ
Canadian Natural Resources LTD

Energy
-1.12K
- 6.54%
$29.51 - $37.6 $32.9K - $42K
15.9K $491K
ABT
Abbott Laboratories

Healthcare
-562
- 4.57%
$111.93 - $119.39 $62.9K - $67.1K
11.7K $1.33M
NFLX
Netflix Inc

Communication Services
-905
- 22.51%
$687.65 - $936.56 $622K - $848K
3.12K $2.78M
SPMD
Spdr Portfolio

ETFs
-1.31K
- 5.1%
$54.13 - $59.56 $70.6K - $77.7K
24.3K $1.33M
RMD
Resmed Inc

Healthcare
-115
- 4.34%
$228.69 - $256.07 $26.3K - $29.4K
2.54K $579K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-577
- 18.9%
$101.77 - $113.02 $58.7K - $65.2K
2.48K $261K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-1.34K
- 11.76%
$42.35 - $47.59 $56.8K - $63.8K
10.1K $426K
REI
Ring Energy, Inc.

Energy
-30.5K
- 27.86%
$1.22 - $1.8 $37.1K - $54.8K
78.9K $107K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-75
- 3.13%
$176.4 - $231.84 $13.2K - $17.4K
2.32K $409K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-976
- 8.56%
$28.76 - $32.28 $28.1K - $31.5K
10.4K $302K
EPI
Wisdomtree Tr India Earnings F

ETFs
-471
- 5.48%
$45.09 - $50.08 $21.2K - $23.6K
8.12K $367K
AMCR
Amcor PLC

Consumer Cyclical
-2.45K
- 11.08%
$9.34 - $11.37 $22.8K - $27.8K
19.6K $184K
FTLS
First Tr Long/Short Equity ETF

ETFs
-1.47K
- 10.71%
$63.1 - $67.29 $92.9K - $99.1K
12.3K $807K
HLN
Haleon PLC

Healthcare
-4.5K
- 21.75%
$9.23 - $10.71 $41.5K - $48.2K
16.2K $154K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-492
- 0.88%
$8.43 - $9.68 $4.15K - $4.76K
55.2K $471K
STZ
Constellation Brands, Inc.

Consumer Defensive
-6
- 0.36%
$219.66 - $257.62 $1.32K - $1.55K
1.68K $370K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
-1.11K
- 9.83%
$54.63 - $62.03 $60.7K - $68.9K
10.2K $564K
RDFN
Redfin Corp

Real Estate
-250
- 2.12%
$7.87 - $12.55 $1.97K - $3.14K
11.6K $91K
SPGI
S&P Global Inc.

Financial Services
-44
- 2.38%
$480.36 - $529.17 $21.1K - $23.3K
1.8K $898K
UBS
Ubs Group Ag

Financial Services
-1.6K
- 17.42%
$29.78 - $33.08 $47.7K - $53K
7.6K $230K
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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