Financial Advocates Investment Management Portfolio Holdings
Q3 2025•102 long positions•$176.6M portfolio value
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Holding609 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $18.2M 10.29% | -$38.4M Sold | 0.0% 71.4K shares | 222.1K → 71.4K −$38.4M | -67.87% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $7.8M 4.4% | -$10.6M Sold | — 21.8K shares | 51.7K → 21.8K −$10.6M | -57.73% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.3M 3.57% | +$30.1K Bought | — 71.6K shares | 71.3K → 71.6K +$30.1K | +0.48% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.0M 3.41% | -$1.3M Sold | — 59.9K shares | 73.1K → 59.9K −$1.3M | -18.04% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $5.7M 3.22% | -$9.8M Sold | — 8.5K shares | 23.1K → 8.5K −$9.8M | -63.23% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.7M 2.68% | -$1.2M Sold | — 101.4K shares | 127.8K → 101.4K −$1.2M | -20.65% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $4.6M 2.62% | -$377.0K Sold | — 80.4K shares | 87.0K → 80.4K −$377.0K | -7.54% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $4.5M 2.55% | -$1.4M Sold | — 82.4K shares | 107.5K → 82.4K −$1.4M | -23.42% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $4.4M 2.51% | +$185.2K Bought | — 93.3K shares | 89.5K → 93.3K +$185.2K | +4.35% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.2M 2.37% | -$78.5K Sold | — 20.0K shares | 20.4K → 20.0K −$78.5K | -1.84% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.1M 2.3% | -$27.2M Sold | — 12.4K shares | 95.1K → 12.4K −$27.2M | -87.0% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.0M 2.24% | +$4.0M Bought | — 5.9K shares | 69.2K → 5.9K −$42.1M | -91.42% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.9M 2.2% | -$12.3M Sold | — 41.4K shares | 172.4K → 41.4K −$12.3M | -75.98% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.7M 2.07% | -$7.1M Sold | — 49.3K shares | 144.1K → 49.3K −$7.1M | -65.82% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.7M 2.07% | -$576.1K Sold | — 30.2K shares | 34.9K → 30.2K −$576.1K | -13.62% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 1.76% | -$251.0K Sold | — 16.4K shares | 17.7K → 16.4K −$251.0K | -7.48% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.0M 1.71% | -$75.1K Sold | — 51.0K shares | 52.2K → 51.0K −$75.1K | -2.43% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.0M 1.71% | -$16.4M Sold | — 25.0K shares | 160.9K → 25.0K −$16.4M | -84.47% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.0M 1.68% | -$1.0M Sold | — 12.0K shares | 16.1K → 12.0K −$1.0M | -25.42% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.9M 1.66% | -$2.2M Sold | — 27.6K shares | 48.1K → 27.6K −$2.2M | -42.65% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.8M 1.57% | -$36.5K Sold | — 79.7K shares | 80.8K → 79.7K −$36.5K | -1.3% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.7M 1.54% | -$344.4K Sold | — 51.4K shares | 57.9K → 51.4K −$344.4K | -11.22% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.5M 1.43% | -$211.2K Sold | — 37.3K shares | 40.4K → 37.3K −$211.2K | -7.7% | — — | Q1 2021 Held for 4y 8m | |
Unknown Unknown | $2.4M 1.38% | -$2.0M Sold | — 57.5K shares | 104.1K → 57.5K −$2.0M | -44.8% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $2.4M 1.34% | +$2.4M Bought | 0.0% 4.6K shares | 52.7K → 4.6K −$24.9M | -91.34% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.4M 1.33% | -$2.3M Sold | — 24.4K shares | 48.0K → 24.4K −$2.3M | -49.21% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.3M 1.32% | -$19.5M Sold | — 12.0K shares | 112.3K → 12.0K −$19.5M | -89.29% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.2M 1.26% | -$1.3M Sold | — 21.6K shares | 34.7K → 21.6K −$1.3M | -37.81% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.1M 1.19% | -$10.2M Sold | — 10.2K shares | 59.4K → 10.2K −$10.2M | -82.85% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.0M 1.15% | +$137.8K Bought | — 6.1K shares | 5.7K → 6.1K +$137.8K | +7.27% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.9M 1.1% | -$18.4M Sold | — 29.5K shares | 308.0K → 29.5K −$18.4M | -90.42% | — — | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $1.7M 0.974% | -$3.5M Sold | 0.0% 2.3K shares | 7.0K → 2.3K −$3.5M | -66.73% | $1.84T Mega Cap | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $1.7M 0.973% | -$2.4M Sold | 0.0% 7.1K shares | 17.1K → 7.1K −$2.4M | -58.65% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $1.7M 0.938% | +$42.4K Bought | — 105.5K shares | 102.8K → 105.5K +$42.4K | +2.63% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.5M 0.866% | +$1.5M Bought | — 22.5K shares | — | — | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $1.5M 0.862% | +$1.5M Bought | 0.0% 8.2K shares | 243.4K → 8.2K −$43.9M | -96.65% | $4.54T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.4M 0.817% | -$14.3M Sold | — 15.2K shares | 165.7K → 15.2K −$14.3M | -90.84% | — — | Q4 2017 Held for 7y 11m | |
Specialty Retail Consumer Cyclical | $1.4M 0.795% | -$11.2M Sold | 0.0% 6.4K shares | 57.2K → 6.4K −$11.2M | -88.83% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.4M 0.769% | -$994.5K Sold | — 13.1K shares | 22.8K → 13.1K −$994.5K | -42.28% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.3M 0.745% | -$5.9M Sold | — 22.9K shares | 124.8K → 22.9K −$5.9M | -81.66% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.3M 0.725% | +$347.8K Bought | — 14.0K shares | 10.2K → 14.0K +$347.8K | +37.29% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.3M 0.725% | -$571.2K Sold | — 16.7K shares | 24.2K → 16.7K −$571.2K | -30.86% | — — | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $1.3M 0.709% | -$8.9K Sold | — 33.1K shares | 33.3K → 33.1K −$8.9K | -0.71% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.66% | -$837.5K Sold | — 8.3K shares | 14.2K → 8.3K −$837.5K | -41.82% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.1M 0.622% | -$324.5K Sold | — 20.6K shares | 26.7K → 20.6K −$324.5K | -22.81% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.1M 0.597% | -$78.9K Sold | — 14.4K shares | 15.4K → 14.4K −$78.9K | -6.96% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.0M 0.592% | -$1.2M Sold | — 7.5K shares | 15.9K → 7.5K −$1.2M | -52.83% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.0M 0.59% | -$3.6M Sold | — 4.1K shares | 18.4K → 4.1K −$3.6M | -77.67% | — — | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $1.0M 0.59% | -$5.1M Sold | 0.0% 4.3K shares | 25.4K → 4.3K −$5.1M | -83.1% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $958.2K 0.543% | -$422.1K Sold | — 2.4K shares | 3.4K → 2.4K −$422.1K | -30.58% | — — | Q2 2020 Held for 5y 5m |
