HoldingsChannel.com
Financial Advocates Investment Management Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES CORE (IVV) 131,162 +8,383 $38,660
     IVV131,162+8,383$38,660
VANGUARD INDEX FDS (VTI) 183,404 +114,935 $27,527
     VTI183,404+114,935$27,527
INVESCO QQQ 145,086 +17,497 $27,094
     QQQ145,086+17,497$27,094
SPDR S& P (SPY) 77,078 +6,284 $23,600
     SPY77,078+5,676$23,600
ISHARES EDGE (USMV) 279,952 +18,138 $17,281
     USMV279,952+18,138$17,281
APPLE INC 86,491 +76 $17,132
     AAPL86,491+76$17,132
INVESCO S& P 141,346 +84,023 $15,237
     RSP141,346+84,023$15,237
MICROSOFT CORP 102,500 +2,896 $13,731
     MSFT102,500+2,896$13,731
AMAZON COM 6,203 -149 $11,738
     AMZN6,203-149$11,738
VANGUARD BD INDEX FD INC (BND) 140,324 -31,807 $11,657
     BND140,324-31,807$11,657
SCHWAB US 160,002 +4,792 $11,231
     SCHX160,002+4,792$11,231
FIRST TRUST (FTSM) 185,928 +123,867 $11,165
     FTSM185,928+123,867$11,165
SCHWAB SHORT 219,209 +166,675 $11,090
     SCHO219,209+166,675$11,090
GOLDMAN SACHS 107,114 +11,961 $10,750
     GBIL107,114+11,961$10,750
SPDR GOLD (GLD) 72,615 -13,792 $9,671
     GLD72,615-13,792$9,671
CAMBRIA ETF TR (GMOM) 370,130 -131,826 $9,315
     GMOM370,130-131,826$9,315
ISHARES S& P (IVE) 74,610 -10,361 $8,697
     IVE74,610-10,361$8,697
FIRST TRUST (FNY) 179,673 +2,082 $8,127
     FNY179,673+2,082$8,127
VANGUARD INDEX FDS (VOO) 30,027 +1,207 $8,082
     VOO30,027+1,207$8,082
ISHARES S& P (IVW) 44,333 -7,126 $7,946
     IVW44,333-7,126$7,946
FIRST TR VALUE LINE DIVID IN (FVD) 233,080 +73,406 $7,864
     FVD233,080+73,406$7,864
BOEING CO 20,738 +470 $7,549
     BA20,738+470$7,549
VANGUARD SHORT (VGSH) 114,182 +20,874 $6,957
     VGSH114,182+20,874$6,957
VANGUARD GROWTH (VUG) 40,094 +1,807 $6,551
     VUG40,094+1,807$6,551
VANGUARD FSTE (VWO) 146,992 -8,338 $6,252
     VWO146,992-8,338$6,252
VANGUARD INDEX FDS (VB) 39,717 +10,141 $6,222
     VB39,717+10,141$6,222
JPMORGAN 118,289 +25,050 $5,961
     JPST118,289+25,050$5,961
ETF SER (SPDV) 224,675 +17,180 $5,885
     SPDV224,675+17,180$5,885
SPDR SERIES (SDY) 57,538 -1,298 $5,804
     SDY57,538-1,298$5,804
SCHWAB AGGREGATE 108,866 +79,706 $5,770
     SCHZ108,866+79,706$5,770
ISHARES EDGE (EFAV) 79,306 +4,423 $5,760
     EFAV79,306+4,423$5,760
ISHARES CORE (AGG) 51,692 -3,056 $5,756
     AGG51,692-3,056$5,756
STARBUCKS CORP 65,650 +1,806 $5,503
     SBUX65,650+1,806$5,503
VANGUARD MID (VO) 32,043 -674 $5,356
     VO32,043-674$5,356
VANGUARD INDEX FDS (VTV) 46,713 -413 $5,181
     VTV46,713-413$5,181
ABERDEEN TOTAL 620,917 -49,069 $5,178
     AOD620,917-49,069$5,178
CHEVRON CORP 41,079 +2,132 $5,112
     CVX41,079+2,132$5,112
ISHARES CORE (IEFA) 80,415 +13,711 $4,938
     IEFA80,415+13,711$4,938
NIKE INC 58,282 +1,408 $4,893
     NKE58,282+1,408$4,893
ISHARES CORE (IEMG) 93,928 +3,719 $4,832
     IEMG93,928+3,719$4,832
ISHARES MSCI (EEM) 108,583 -10,912 $4,677
     EEM108,583-10,912$4,677
FIRST TRUST (FTCS) 82,292 +5,072 $4,646
     FTCS82,292+5,072$4,646
DISNEY WALT CO 32,879 +694 $4,591
     DIS32,879+694$4,591
VANGUARD INDEX FDS (VNQ) 52,363 +4,691 $4,576
     VNQ52,363+4,691$4,576
VANGUARD FTSE (VEA) 109,399 -6,353 $4,563
     VEA109,399-6,353$4,563
ISHARES IBOXX (LQD) 36,279 -3,368 $4,512
     LQD36,279-3,368$4,512
VISA INC 24,796 +73 $4,304
     V24,796+73$4,304
JOHNSON & JOHNSON 30,897 -1,025 $4,303
     JNJ30,897-1,025$4,303
PACER FDS TR 137,208 +17,648 $4,199
     PTLC137,208+17,648$4,199
ALPHA ARCHITECT 171,110 -82,102 $4,085
     VMOT171,110-82,102$4,085

See Full List: All Stocks Held By Financial Advocates Investment Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Financial Advocates Investment Management

Size ($ in 1000's)
At 06/30/2019: $862,592
At 03/31/2019: $804,023

Financial Advocates Investment Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Advocates Investment Management 13F filings. Link to 13F filings: SEC filings

Financial Advocates Investment Management Top Holdings 13F Filings | www.HoldingsChannel.com

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