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Financial Advocates Investment Management

Q2 2019 Holdings

Filed 2019-08-08 | 467 holdings | $20.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Servicenow Inc(NOW)COM81762P102$5642,0550.0%
Teladoc Health(TDOC)COM87918A105$5648,4940.0%
First Trust(RDVY)RISNG DIVD ACHIV33738R506$56618,2080.0%
Abbott Laboratories(ABT)COM002824100$5836,9260.0%
Schwab Fundamental(FNDF)SCHWB FDT INT LG808524755$58921,1210.0%
Altria Group(MO)COM02209S103$59212,5030.0%
Ishares Core(DGRO)CORE DIV GRWTH46434V621$59415,5450.0%
Ishares Russell(IWY)RUS TP200 GR ETF464289438$5966,9510.0%
Spdr S&P(MDY)UTSER1 S&PDCRP78467Y107$5971,6840.0%
Pacer Wealthshield(PWS)WEALTHSHIELD69374H840$61725,4630.0%
American Tower(AMT)COM03027X100$6203,0320.0%
Tesla Inc(TSLA)COM88160R101$6202,7760.0%
Blackstone Group(BXUSD)COM UNIT LTD09253U108$62113,9710.0%
Ishares Msci(EWY)MSCI STH KOR ETF464286772$62110,3710.0%
CVS Health(CVS)COM126650100$62711,4940.0%
Invesco Senior(BKLN)SR LN ETF46138G508$62727,6480.0%
Ishares S&P(OEF)S&P 100 ETF464287101$6284,8470.0%
Spdr Portfolio(SPYG)PRTFLO S&P500 GW78464A409$62916,2310.0%
Vanguard Municipal(VTEB)TAX EXEMPT BD922907746$63311,9230.0%
Pepsico Inc(PEP)COM713448108$6334,8280.0%
Ishares Edge(ACWV)MIN VOL GBL ETF464286525$6346,8850.0%
3M Company(MMM)COM88579Y101$6353,6650.0%
Phillips 66(PSX)COM718546104$6396,8300.0%
Docusign Inc(DOCU)COM256163106$64312,9470.0%
Southern Co(SO)COM842587107$65011,7610.0%
Vanguard Extended(EDV)EXTENDED DUR921910709$6505,1210.0%
First Trust(FVC)DORSEY WRIGHT33738R878$65924,5240.0%
Broadcom Inc(AVGO)COM11135F101$6592,2910.0%
Bristol Myers(BMY)COM110122108$6598,2000.0%
Ishares TR(PFF)PFD AND INCM SEC464288687$66117,9280.0%
Qualcomm Inc(QCOM)CallCALL747525103$6624,6800.0%
Spdr Portfolio(SPYV)PRTFLO S&P500 VL78464A508$66321,2000.0%
Wintrust Financial(WTFC)COM97650W108$6649,0720.0%
Invesco BuildersEMGRING MKTS5046090C305$66416,6440.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$6716210.0%
Wells Fargo(WFC)COM949746101$67414,2370.0%
Invesco Ultra(GSY)ULTRA SHRT DUR46090A887$68913,6840.0%
Aberdeen Global(XAWPX)COM SH BEN INT00302L108$696111,1290.0%
Lattice Hartford(ROAM)HARTFRD EMRG ETF518416201$69729,6350.0%
Vanguard Small(VBK)SML CP GRW ETF922908595$7053,7880.0%
Spdr Blackstone(SRLN)BLKSTN GSOSRLN78467V608$71915,5550.0%
SAP SE(SAP)SPON ADR803054204$7305,3380.0%
U S Bancorp de(USB)COM NEW902973304$73013,9230.0%
Global X(SNSR)INTERNET OF THNG37954Y780$73537,1000.0%
Spdr Portfolio(SPSB)PORTFOLIO SHORT78464A474$74224,0940.0%
Vanguard Intermediate(VCIT)INT-TERM CORP92206C870$7528,3750.0%
Ishares Core(AOK)CONSER ALLOC ETF464289883$76921,7270.0%
Paypal Holdings(PYPL)COM70450Y103$7776,7910.0%
Vanguard Health(VHT)HEALTH CAR ETF92204A504$7794,4780.0%
Schwab US(SCHB)US BRD MKT ETF808524102$79211,2230.0%
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