News + Filings Holdings
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Financial Advocates Investment Management
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
EQUISHARES CORPORATION
| AOM | Common | 32,711 | 17,248 | 7,479,656,000 | 6,863,913,000 | 0.53 | |
Hist
| 06/30/2023 |
WisdomTree Trust
| IQDG | Common | 163,978 | 146,895 | 5,642,470,000 | 5,063,866,000 | 0.40 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| SPHQ | Common | 154,997 | 68,793 | 7,819,623,000 | 3,740,433,000 | 0.56 | |
Hist
| 06/30/2023 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 49,989 | 4,422 | 18,466,916,000 | 3,612,715,000 | 1.32 | |
Hist
| 06/30/2023 |
2KSOUNDS CORP
| TWOK | Common | 145,416 | 84,993 | 5,647,962,000 | 3,365,797,000 | 0.40 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IUSG | Common | 183,453 | 81,150 | 12,401,416,000 | 3,319,119,000 | 0.88 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND VIII
| FIXD | Common | 271,055 | 75,643 | 11,972,508,000 | 3,167,272,000 | 0.85 | |
Hist
| 06/30/2023 |
LEGG MASON ETF INVT TR
| LVHD | Common | 149,066 | 85,762 | 5,466,222,000 | 3,106,264,000 | 0.39 | |
Hist
| 06/30/2023 |
Tesla, Inc.
| TSLA | COM | 47,088 | 2,545 | 12,326,253,000 | 3,085,314,000 | 0.88 | |
Hist
| 06/30/2023 |
Palo Alto Networks Inc
| PANW | COM | 14,164 | 7,954 | 3,619,060,000 | 2,378,681,000 | 0.26 | 0.00 |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| ITE | Common | 98,783 | 80,223 | 2,794,583,000 | 2,257,451,000 | 0.20 | |
Hist
| 06/30/2023 |
CHEVRON CORP
| CVX | Common | 48,463 | 14,150 | 7,625,728,000 | 2,027,157,000 | 0.54 | 0.00 |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| XMMO | Common | 39,156 | 24,107 | 3,113,663,000 | 1,977,402,000 | 0.22 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| BIL | Common | 81,914 | 21,012 | 7,521,347,000 | 1,929,317,000 | 0.54 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IYR | OPTION | 15,565 | 13,064 | 2,138,661,000 | 1,926,325,000 | 0.15 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJH | Common | 61,991 | 4,824 | 16,209,354,000 | 1,908,500,000 | 1.16 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| MBB | Common | 83,164 | 25,863 | 7,277,239,000 | 1,849,114,000 | 0.52 | |
Hist
| 06/30/2023 |
CATERPILLAR INC
| CAT | Common | 13,356 | 6,687 | 3,286,255,000 | 1,760,189,000 | 0.23 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| FALN | Common | 37,270 | 14,099 | 2,338,939,000 | 1,753,399,000 | 0.17 | |
Hist
| 06/30/2023 |
Dimensional ETF Trust
| DFAE | Common | 321,586 | 68,996 | 7,544,389,000 | 1,729,767,000 | 0.54 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| XLG | Common | 17,537 | 3,318 | 6,133,320,000 | 1,717,925,000 | 0.44 | |
Hist
| 06/30/2023 |
FIRST TR EXCH TRADED FD III
| FMB | Common | 119,711 | 31,110 | 6,066,987,000 | 1,554,032,000 | 0.43 | |
Hist
| 06/30/2023 |
VERIZON COMMUNICATIONS INC
| VZ | Common | 139,659 | 43,461 | 5,193,952,000 | 1,452,791,000 | 0.37 | 0.00 |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TRUST
| XLK | COM | 36,783 | 3,495 | 6,395,182,000 | 1,368,407,000 | 0.46 | |
Hist
| 06/30/2023 |
SSGA Active Trust
| ULST | Common | 40,405 | 33,959 | 1,626,323,000 | 1,366,868,000 | 0.12 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| CIU | Common | 67,046 | 26,367 | 3,390,504,000 | 1,304,493,000 | 0.24 | |
Hist
| 06/30/2023 |
Invesco Exchange-Traded Fund Trust II
| PXF | Exchange Traded Fund | 61,336 | 27,495 | 2,757,688,000 | 1,266,638,000 | 0.20 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IYW | Common | 16,978 | 10,644 | 1,848,390,000 | 1,197,757,000 | 0.13 | |
Hist
| 06/30/2023 |
Franklin Templeton ETF Trust
| FLQH | Common | 128,651 | 39,459 | 3,760,464,000 | 1,196,150,000 | 0.27 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| RSP | Common | 61,801 | 6,124 | 9,247,892,000 | 1,195,819,000 | 0.66 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWM | Common | 48,434 | 4,149 | 9,070,208,000 | 1,178,061,000 | 0.65 | |
Hist
| 06/30/2023 |
Amplify ETF Trust
| DIVO | Common | 57,534 | 32,233 | 2,071,238,000 | 1,173,806,000 | 0.15 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE TRADED FUND
| FXN | Common | 140,923 | 66,769 | 2,204,026,000 | 1,053,168,000 | 0.16 | |
Hist
| 06/30/2023 |
Hartford Funds Exchange-Traded Trust
| | Common | 73,190 | 47,965 | 1,422,811,000 | 928,132,000 | 0.10 | |
Hist
| 06/30/2023 |
FIRST TR EXCH TRADED FD III
| FMHI | Common | 76,448 | 18,556 | 3,600,738,000 | 886,135,000 | 0.26 | |
Hist
| 06/30/2023 |
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