Financial-Advocates-Investment-Management
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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Financial-Advocates-Investment-Management
Data Enrichment
60% identified425 identified282 unidentified
Holdings
707 positions • $1.4B total value
Manager:
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Page 11 of 36
37954Y657
Shares:83.0K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.4B)
33734X846
Shares:24.7K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.4B)
47103U753
Shares:31.8K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.4B)
47103U886
Shares:31.3K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.4B)
46140H106
Shares:55.1K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.4B)
78468R101
Shares:45.8K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.4B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip37954Y657)✕ | 83.0K | YoY NEW(+83.0K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | YoY NEW(+$1.6M) |
(cusip33734X846)✕ | 24.7K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.4B) | ||
(cusip47103U753)✕ | 31.8K | YoY NEW(+31.8K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | YoY NEW(+$1.5M) |
(cusip47103U886)✕ | 31.3K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | ||
| 11.6K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | |||
| 16.8K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | |||
PAYCHEX INC(PAYXcusip704326107) | 9.8K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | ||
| 23.8K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | |||
| 3.1K | QoQ +1.14% (-35) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | ||
Accenture plc(ACNcusipG1151C101) | 4.8K | QoQ +3.64% (-167)YoY -0.93% (-45) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | |
| 11.1K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | |||
| 12.2K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | |||
Dutch Bros Inc.(BROScusip26701L100) | 23.7K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | ||
(cusip46140H106)✕ | 55.1K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.4B) | ||
PCM FUND, INC.(PCMcusip69323T101) | 219.7K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.4B) | ||
FISERV INC(FIcusip337738108) | 6.4K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.4B) | ||
| 14.1K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.4B) | |||
| 5.0K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.4B) | |||
(cusip78468R101)✕ | 45.8K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | ||
US BANCORP \DE\(USBcusip902973304) | 31.4K | QoQ -0.23% (-75) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) |