Fund Holdings — Financial Advocates Investment Management

Total Portfolio Value
$177.88M
Total Bought
$8.41M
Total Sold
$1.05B
Net Transaction
-$1.04B
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
INVESCO EXCH TRADED FD TR II3,49030,187+26,6972003,6542.05%+3,454
PIMCO ETF TR
25YR+ ZERO U S
022,499+22,49901,5290.86%+1,529
BLACKROCK ETF TRUST
ISHA I IN TE ETF
8,96525,502+16,5372598710.49%+613
ISHARES TR
MSCI INTL QUALTY
02,320+2,32005950.33%+595
SPROTT PHYSICAL SILVER TR(PSLV)102,799105,499+2,7001,2581,6560.93%+398
VANGUARD INDEX FDS10,20414,009+3,8059091,2810.72%+372
ISHARES TR71,26671,608+3425,9446,3123.55%+368
ISHARES TR20,35419,979-3753,8404,1812.35%+341
ISHARES TR89,45593,348+3,8934,1194,4422.50%+323
ISHARES TR5,6926,106+4141,7322,0321.14%+300
PULTE GROUP INC(PHM)01,754+1,75402320.13%+232
BLACKROCK ETF TRUST
ISHARES US EQUIT
52,24750,979-1,2682,8453,0181.70%+173
ETF SER SOLUTIONS
AAM S&P 500
80,77479,724-1,0502,6202,7691.56%+149
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
10,91212,294+1,3826837990.45%+116
BLACKROCK ETF TRUST II5,7447,946+2,2022793910.22%+112
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
86,96380,409-6,5544,5314,6252.60%+94
BLACKROCK ETF TRUST
ISHA US THEM ETF
33,31433,078-2361,1851,2520.70%+67
VANECK ETF TRUST
GOLD MINERS ETF
24,22616,749-7,4771,2611,2800.72%+18
AMERICAN CENTY ETF TR2,9292,92902042160.12%+12
ISHARES TR4,3334,099-2344013900.22%-11
VANGUARD STAR FDS15,43014,356-1,0741,0661,0550.59%-11
BITFARMS LTD
COM
14,9350-14,935130—-13
CHARGEPOINT HOLDINGS INC(CHPT)20,5000-20,500140—-14
PSQ HOLDINGS INC(PSQH)10,2700-10,270210—-21
MARCHEX INC(MCHX)10,0000-10,000220—-22
VANGUARD WORLD FD
UTILITIES ETF
17,72016,395-1,3253,1283,1051.75%-22
DIMENSIONAL ETF TRUST
WORLD EX US CORE
7,4776,401-1,0762332010.11%-32
LITHIUM ARGENTINA AG(LAR)16,7150-16,715350—-35
ISHARES TR40,44637,332-3,1142,5672,5321.42%-35
INMUNE BIO INC(INMB)15,5000-15,500360—-36
FORTRESS BIOTECH INC(FBIO)23,0090-23,009430—-43
ISHARES TR
BROAD USD HIGH
18,64717,255-1,3926996520.37%-48
PACIFIC BIOSCIENCES CALIF IN(PACB)40,0000-40,000500—-50
PIMCO ETF TR
MULTISECTOR BD
12,0359,625-2,4103192580.15%-61
ISHARES BITCOIN TRUST ETF(IBIT)6,4875,113-1,3743973320.19%-65
AURORA INNOVATION INC13,8000-13,800720—-72
MARATHON PETE CORP(MPC)1,8371,190-6473052290.13%-76
TRANSOCEAN LTD(RIG)32,4130-32,413840—-84
RED CAT HLDGS INC(RCAT)13,5550-13,555990—-99
GRAB HOLDINGS LIMITED
CLASS A ORD
20,5150-20,5151030—-103
SANDRIDGE ENERGY INC(SD)10,0500-10,0501090—-109
AMCOR PLC(AMCR)12,3750-12,3751140—-114
ISHARES TR2,0161,394-6224973810.21%-115
BIGBEAR AI HLDGS INC(BBAI)17,3000-17,3001170—-117
GEVO INC(GEVO)90,0000-90,0001190—-119
PUTNAM MANAGED MUN INCOME TR(PMM)20,3910-20,3911220—-122
SOUNDHOUND AI INC(SOUN)11,4250-11,4251230—-123
WENDYS CO(WEN)10,9360-10,9361250—-125
ABRDN PLATINUM ETF TRUST1,0190-1,0191250—-125
OPTEX SYS HLDGS INC(OPXS)11,3390-11,3391300—-130
AMPLIFY ETF TR11,0179,411-1,6069528170.46%-135
COHEN & STEERS QUALITY INCOM(RQI)11,1130-11,1131380—-138
AMERICAN CENTY ETF TR5,1633,650-1,5135634180.23%-146
ISHARES TR18,91113,966-4,9459127460.42%-166
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
12,9760-12,9761690—-169
BARINGS BDC INC(BBDC)18,8540-18,8541720—-172
NATWEST GROUP PLC(NWG)12,8220-12,8221810—-181
ENERGY TRANSFER L P(ET)10,0740-10,0741830—-183
ISHARES TR1,6810-1,6811980—-198
GE AEROSPACE(GE)7900-7902030—-203
FIRST TR EXCHANGE-TRADED FD4,8880-4,8882050—-205
CORNING INC(GLW)3,8960-3,8962050—-205
CANADIAN PACIFIC KANSAS CITY(CP)2,6000-2,6002060—-206
BLACK HILLS CORP3,7130-3,7132080—-208
WELLS FARGO CO NEW(WFC)1780-1782090—-209
TRAVELERS COMPANIES INC(TRV)7800-7802090—-209
AMERICAN ELEC PWR CO INC2,0390-2,0392120—-212
DIAGEO PLC(DEO)2,1000-2,1002120—-212
TRINITY CAP INC(TRIN)15,2500-15,2502150—-215
PACER FDS TR
TRENDP US MID CP
6,1750-6,1752150—-215
ALIBABA GROUP HLDG LTD(BABA)1,9140-1,9142170—-217
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
3,7570-3,7572170—-217
XPEL INC(XPEL)6,0530-6,0532170—-217
EXCHANGE TRADED CONCEPTS TRU3,6360-3,6362170—-217
MARKEL GROUP INC(MKL)1100-1102200—-220
WISDOMTREE TR(WT)2,6750-2,6752200—-220
ARES CAPITAL CORP(ARCC)10,0140-10,0142200—-220
GARRETT MOTION INC(GTX)20,9430-20,9432200—-220
MCCORMICK & CO INC(MKC)2,9160-2,9162210—-221
TMC THE METALS COMPANY INC(TMC)33,6410-33,6412220—-222
PROSHARES TR
HD REPLICATION
4,5140-4,5142240—-224
CHENIERE ENERGY INC(LNG)9240-9242250—-225
SPDR INDEX SHS FDS
ST STR MSCI EAFE
2,6700-2,6702280—-228
INVESCO EXCH TRADED FD TR II
FLOAT RATE ETF
9,2600-9,2602300—-230
BRISTOL-MYERS SQUIBB CO(BMY)4,9630-4,9632300—-230
BOOKING HOLDINGS INC(BKNG)400-402320—-232
CHURCH & DWIGHT CO INC(CHD)2,4250-2,4252330—-233
DRAFTKINGS INC NEW(DKNG)5,4810-5,4812350—-235
ONEOK INC NEW(OKE)2,8890-2,8892360—-236
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
8,0650-8,0652370—-237
VANGUARD INDEX FDS1,2220-1,2222380—-238
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,0990-1,0992390—-239
CANADIAN NAT RES LTD(CNQ)7,6120-7,6122390—-239
ISHARES TR1,7840-1,7842410—-241
ALPS ETF TR
MED BREAKTHGH
8,0750-8,0752430—-243
NORTHERN LTS FD TR IV
INSPIRE FIDELIS
7,6720-7,6722440—-244
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
1,7530-1,7532440—-244
ISHARES TR7,9970-7,9972450—-245
FIRST TR EXCHANGE-TRADED FD9140-9142460—-246
ADVISORSHARES TR
RANGER EQUITY BE
14,5510-14,5512460—-246
Page 1 of 7