Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "PINS",
  "SE",
  "INSM",
  "GTX",
  "MPWR",
  "ARGX",
  "GDX",
  null,
  "XP",
  "BROS",
  null,
  null,
  "SMCI",
  null,
  "SNOW",
  "MU",
  null,
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
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  "BABA",
  "RVT",
  null,
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  "VONG",
  null,
  "NNE",
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  "GOOGL",
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  null,
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  "SENS",
  null,
  null,
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  null,
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  "CAT",
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  null,
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  null,
  "BRO",
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "MSFT",
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  "MDLZ",
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  null,
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  null,
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  null,
  null,
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  "PAYX",
  null,
  "VHT",
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "IJK",
  null,
  "IVV",
  null,
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  null,
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  "MRK",
  null,
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  "JPC",
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  "KVUE",
  null,
  "MSTR",
  null,
  null,
  "REGN",
  null,
  null,
  "SPGI",
  "RELX",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "O",
  "SNA",
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  "RTX",
  "SPDW",
  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  null,
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  null,
  "IBM",
  "SYK",
  "SBUX",
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  "TXN",
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  "TMO",
  "TJX",
  "TFC",
  "TWLO",
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  "UBS",
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  "UL",
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  "BIV",
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  "VO",
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  "HL",
  "WMS",
  "SOUN",
  null,
  "VOE",
  "MNST",
  "HUT",
  "SD",
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  "NPCE",
  null,
  null,
  "VWO",
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  null,
  null,
  "IWV",
  null,
  null,
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  null,
  "PRF",
  null,
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  "VCIT",
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  "PRMB",
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  "EFR",
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  null,
  "DSL",
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  "VIG",
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  "MCHX",
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  "LYG",
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  "TTE",
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  "TOST",
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  "IWO",
  "XLB",
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  null,
  "TSM",
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  null,
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  "RMD",
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  "CHPT",
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  "ETR",
  "VYM",
  null,
  null,
  null,
  "TT",
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  "MEDP",
  "QLYS",
  "NFG",
  "ADSK",
  "AON",
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  null,
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  "AXON",
  "APH",
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  "DOV",
  "F",
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  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "TTC",
  null,
  "GSLC",
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  "PAC",
  null,
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  "IDXX",
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  "AOS",
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  "NVO",
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  "AMZN",
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  null,
  "CHY",
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  null,
  "IVE",
  null,
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  null,
  null,
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  "HII",
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  "CEF",
  "HDB",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
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  "VLO",
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  "MGK",
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WABC",
  null,
  "WFC",
  "WEN",
  "WELL",
  "WMB",
  null,
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  null,
  null,
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  "XEL",
  "WDAY",
  "IUSG",
  null,
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  null,
  "EXPI",
  "GRMN",
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  "CNQ",
  null,
  "SCHD",
  "ET",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "JKHY",
  "NDSN",
  "INFY",
  null,
  "NXPI",
  "MKL",
  "MNDY",
  "TER",
  "SO",
  null,
  null,
  "TTD",
  "TRP",
  null,
  "PSX",
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  "CRM",
  null,
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  null,
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  "MTUM",
  "HALO",
  null,
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  "IUSV",
  null,
  "MELI",
  "TRI.TO",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "GWW",
  "ESGU",
  null,
  "PZZA",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BBVA",
  "BRK-B",
  "BKH",
  null,
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  null,
  "BCX",
  "BMY",
  "BTI",
  "BIP",
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  "CCJ",
  "CNI",
  "CDNS",
  "CARR",
  "CAVA",
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  "LEU",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "KO",
  "CCEP",
  "CBSH",
  "COP",
  "STZ",
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  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRH",
  "CRWD",
  "CSX",
  "DE",
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  null,
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  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "MCO",
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  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
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  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 707
Total Value: 1423304855
Accession Number: 0001730293-25-000003
Form Type: 13F-HR
CIK: financial-advocates-investment-management
Manager Name: Financial-Advocates-Investment-Management

Data Enrichment

60% identified

425 identified282 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

707 positions • $1,423,304.855K total value

707 positions

Manager:

SEC FilingSEC DataHachi Filing

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81369Y308

Shares:22.2K

Value:$1.8M

69374H857

Shares:48.3K

Value:$1.8M

464288877

Shares:30.4K

Value:$1.8M

69374H360

Shares:57.1K

Value:$1.8M

Walmart Inc.

WMT|931142103

Shares:19.9K

Value:$1.8M

464287150

ITOT|464287150

Shares:14.3K

Value:$1.8M

NEXTERA ENERGY INC

NEE|65339F101

Shares:24.5K

Value:$1.7M

COCA COLA CO

KO|191216100

Shares:24.0K

Value:$1.7M

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:16.7K

Value:$1.7M

464287168

DVY|464287168

Shares:13.0K

Value:$1.7M

464287176

Shares:15.2K

Value:$1.7M

46138G664

Shares:40.7K

Value:$1.7M

33739P301

Shares:34.6K

Value:$1.7M

Cheniere Energy, Inc.

LNG|16411R208

Shares:7.1K

Value:$1.6M

464288257

Shares:14.1K

Value:$1.6M

025072505

Shares:33.0K

Value:$1.6M

921910816

MGK|921910816

Shares:5.3K

Value:$1.6M

DEERE & CO

DE|244199105

Shares:3.4K

Value:$1.6M

46429B663

Shares:13.2K

Value:$1.6M

808524201

SCHX|808524201

Shares:71.9K

Value:$1.6M

Instrument	Shares		Other Manager	Value
(cusip81369Y308)✕	22.2K	QoQ -33.10% (-11.0K) YoY -36.11% (-12.6K)	All Managers (Combined)	$1.8M	QoQ -30.50% (-$796.0K) YoY -31.66% (-$840.6K)
(cusip69374H857)✕	48.3K	QoQ -16.17% (-9.3K) YoY -13.88% (-7.8K)	All Managers (Combined)	$1.8M	QoQ -28.57% (-$724.6K) YoY -34.30% (-$946.1K)
(cusip464288877)✕	30.4K	QoQ -14.51% (-5.2K) YoY NEW(+30.4K)	All Managers (Combined)	$1.8M	QoQ -3.97% (-$74.2K) YoY NEW(+$1.8M)
(cusip69374H360)✕	57.1K	QoQ NEW(+57.1K) YoY NEW(+57.1K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
Walmart Inc.(WMTcusip931142103)	19.9K	QoQ -6.70% (-1.4K) YoY -27.02% (-7.4K)	All Managers (Combined)	$1.8M	QoQ -9.34% (-$180.5K) YoY +6.47% (-$106.6K)
(ITOTcusip464287150)	14.3K	QoQ -5.75% (-876) YoY -12.49% (-2.0K)	All Managers (Combined)	$1.8M	QoQ -10.59% (-$207.4K) YoY +97.48% (-$863.9K)
NEXTERA ENERGY INC(NEEcusip65339F101)	24.5K	QoQ -50.18% (-24.7K) YoY -57.79% (-33.5K)	All Managers (Combined)	$1.7M	QoQ -50.73% (-$1.8M) YoY -53.18% (-$2.0M)
COCA COLA CO(KOcusip191216100)	24.0K	QoQ -16.45% (-4.7K) YoY -25.07% (-8.0K)	All Managers (Combined)	$1.7M	QoQ -3.89% (-$69.7K) YoY -12.29% (-$241.4K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	16.7K	QoQ -5.69% (-1.0K) YoY -18.22% (-3.7K)	All Managers (Combined)	$1.7M	QoQ -19.78% (-$422.7K) YoY -53.44% (-$2.0M)
(DVYcusip464287168)	13.0K	QoQ -3.08% (-415) YoY +2.41% (+308)	All Managers (Combined)	$1.7M	QoQ -1.23% (-$21.1K) YoY +7.38% (+$115.9K)
(cusip464287176)✕	15.2K	QoQ -5.56% (-894) YoY -16.38% (-3.0K)	All Managers (Combined)	$1.7M	QoQ -1.54% (-$26.4K) YoY -13.20% (-$256.4K)
(cusip46138G664)✕	40.7K	QoQ +0.12% (-52) YoY -0.55% (-228)	All Managers (Combined)	$1.7M	QoQ -10.94% (-$203.7K) YoY -5.45% (-$95.7K)
(cusip33739P301)✕	34.6K	QoQ -31.32% (-15.8K) YoY -54.79% (-41.9K)	All Managers (Combined)	$1.7M	QoQ -32.01% (-$778.3K) YoY -55.15% (-$2.0M)
Cheniere Energy, Inc.(LNGcusip16411R208)	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(cusip464288257)✕	14.1K	QoQ 0.00% (-0) YoY -10.87% (-1.7K)	All Managers (Combined)	$1.6M	QoQ -0.94% (-$15.6K) YoY -10.05% (-$183.2K)
(cusip025072505)✕	33.0K	QoQ +13.43% (+3.9K) YoY +13.54% (+3.9K)	All Managers (Combined)	$1.6M	QoQ +11.94% (+$174.1K) YoY +7.85% (+$118.8K)
(MGKcusip921910816)	5.3K	QoQ -9.37% (-546) YoY -56.32% (-6.8K)	All Managers (Combined)	$1.6M	QoQ -18.48% (-$369.7K) YoY -52.85% (-$1.8M)
DEERE & CO(DEcusip244199105)	3.4K	QoQ -5.53% (-202) YoY +49.04% (+1.1K)	All Managers (Combined)	$1.6M	QoQ +4.62% (-$71.4K) YoY +70.31% (+$667.6K)
(cusip46429B663)✕	13.2K	QoQ -0.95% (-128) YoY -1.07% (-144)	All Managers (Combined)	$1.6M	QoQ +6.85% (-$102.8K) YoY +8.71% (-$128.4K)
(SCHXcusip808524201)	71.9K	QoQ +0.24% (-177) YoY +186.03% (+46.8K)	All Managers (Combined)	$1.6M	QoQ -4.47% (-$74.5K) YoY +1.91% (+$29.8K)