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",
  "A",
  "BABA",
  "RVT",
  null,
  null,
  "VONG",
  null,
  "NNE",
  "ALL",
  "GOOGL",
  "PXF",
  "VDE",
  null,
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  "QQQX",
  "SENS",
  null,
  null,
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  "T",
  "BLK",
  null,
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "BRO",
  null,
  "CP.TO",
  "BDJ",
  "ARCC",
  "BBDC",
  "BITF",
  null,
  null,
  null,
  "RQI",
  null,
  null,
  null,
  "DUK",
  null,
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  "PSQH",
  null,
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  null,
  null,
  null,
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  "QS",
  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,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
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  null,
  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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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  "LRCX",
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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,
  "MA",
  null,
  null,
  null,
  "MSFT",
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  "MDLZ",
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  "MS",
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  "EQIX",
  null,
  "GE",
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  "FAST",
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  "ANET",
  "KLAC",
  "IWD",
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  "ORCL",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
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  null,
  null,
  null,
  "PANW",
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  null,
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  null,
  null,
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  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
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  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "LPLA",
  "MKC",
  "JPC",
  "AMGN",
  "KVUE",
  null,
  "MSTR",
  null,
  null,
  "REGN",
  null,
  null,
  "SPGI",
  "RELX",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "O",
  "SNA",
  "RIO",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "HL",
  "WMS",
  "SOUN",
  null,
  "VOE",
  "MNST",
  "HUT",
  "SD",
  "AQST",
  "NPCE",
  null,
  null,
  "VWO",
  null,
  null,
  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",
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  "GGG",
  "GOSS",
  null,
  "TSM",
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  null,
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  "RMD",
  null,
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  "CHPT",
  null,
  "ETR",
  "VYM",
  null,
  null,
  null,
  "TT",
  "VRSK",
  "MEDP",
  "QLYS",
  "NFG",
  "ADSK",
  "AON",
  "AMCR",
  "SFM",
  "ACGL",
  null,
  null,
  "AXON",
  "APH",
  "AMD",
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  "FI",
  "DOV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "TTC",
  null,
  "GSLC",
  "AEP",
  "SGOL",
  "PAC",
  null,
  null,
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  "IDXX",
  null,
  "AOS",
  "RACE",
  "FDS",
  "NVO",
  null,
  "AMZN",
  "SCHB",
  null,
  "CHY",
  null,
  null,
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  null,
  null,
  "IVE",
  null,
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  null,
  null,
  null,
  "HII",
  null,
  null,
  null,
  "CEF",
  "HDB",
  null,
  "HBAN",
  "VEU",
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  "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,
  null,
  null,
  "XEL",
  "WDAY",
  "IUSG",
  null,
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  null,
  null,
  "EXPI",
  "GRMN",
  "OPXS",
  "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",
  "SSD",
  "CRM",
  null,
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "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,
  "BA",
  null,
  "BCX",
  "BMY",
  "BTI",
  "BIP",
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  "CCJ",
  "CNI",
  "CDNS",
  "CARR",
  "CAVA",
  "CASY",
  "LEU",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "KO",
  "CCEP",
  "CBSH",
  "COP",
  "STZ",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRH",
  "CRWD",
  "CSX",
  "DE",
  "DVN",
  "DAL",
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  null,
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  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "MCO",
  "USMV",
  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "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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37954Y657

Shares:83.0K

Value:$1.6M

33734X846

Shares:24.7K

Value:$1.6M

47103U753

Shares:31.8K

Value:$1.5M

47103U886

Shares:31.3K

Value:$1.5M

RTX Corp

RTX|75513E101

Shares:11.6K

Value:$1.5M

Merck & Co., Inc.

MRK|58933Y105

Shares:16.8K

Value:$1.5M

PAYCHEX INC

PAYX|704326107

Shares:9.8K

Value:$1.5M

CARRIER GLOBAL Corp

CARR|14448C104

Shares:23.8K

Value:$1.5M

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:3.1K

Value:$1.5M

Accenture plc

ACN|G1151C101

Shares:4.8K

Value:$1.5M

ABBOTT LABORATORIES

ABT|002824100

Shares:11.1K

Value:$1.5M

464287705

IJJ|464287705

Shares:12.2K

Value:$1.5M

Dutch Bros Inc.

BROS|26701L100

Shares:23.7K

Value:$1.5M

46140H106

Shares:55.1K

Value:$1.5M

PCM FUND, INC.

PCM|69323T101

Shares:219.7K

Value:$1.4M

FISERV INC

FI|337738108

Shares:6.4K

Value:$1.4M

464288885

EFG|464288885

Shares:14.1K

Value:$1.4M

SAP SE

SAP|803054204

Shares:5.0K

Value:$1.4M

78468R101

Shares:45.8K

Value:$1.3M

US BANCORP \DE\

USB|902973304

Shares:31.4K

Value:$1.3M

Instrument	Shares		Other Manager	Value
(cusip37954Y657)✕	83.0K	QoQ +263.72% (+60.2K) YoY NEW(+83.0K)	All Managers (Combined)	$1.6M	QoQ +254.95% (+$1.1M) YoY NEW(+$1.6M)
(cusip33734X846)✕	24.7K	QoQ +2.52% (+607) YoY -17.46% (-5.2K)	All Managers (Combined)	$1.6M	QoQ +1.79% (+$27.4K) YoY -7.78% (-$131.3K)
(cusip47103U753)✕	31.8K	QoQ +96.54% (+15.6K) YoY NEW(+31.8K)	All Managers (Combined)	$1.5M	QoQ +94.57% (+$752.8K) YoY NEW(+$1.5M)
(cusip47103U886)✕	31.3K	QoQ -6.24% (-2.1K) YoY -40.90% (-21.7K)	All Managers (Combined)	$1.5M	QoQ -5.78% (-$94.6K) YoY -40.11% (-$1.0M)
RTX Corp(RTXcusip75513E101)	11.6K	QoQ -16.99% (-2.4K) YoY -13.71% (-1.8K)	All Managers (Combined)	$1.5M	QoQ -4.98% (-$80.3K) YoY +17.19% (-$224.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	16.8K	QoQ -12.06% (-2.3K) YoY -37.32% (-10.0K)	All Managers (Combined)	$1.5M	QoQ -20.66% (-$393.7K) YoY -57.36% (-$2.0M)
PAYCHEX INC(PAYXcusip704326107)	9.8K	QoQ +1.51% (+146) YoY -17.73% (-2.1K)	All Managers (Combined)	$1.5M	QoQ +11.69% (+$158.2K) YoY +3.35% (-$49.1K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	23.8K	QoQ -11.31% (-3.0K) YoY -16.24% (-4.6K)	All Managers (Combined)	$1.5M	QoQ -17.63% (-$323.3K) YoY -8.65% (-$143.1K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	3.1K	QoQ +1.14% (-35) YoY -10.82% (-376)	All Managers (Combined)	$1.5M	QoQ -8.01% (-$130.7K) YoY -1.54% (-$23.5K)
Accenture plc(ACNcusipG1151C101)	4.8K	QoQ +3.64% (-167) YoY -0.93% (-45)	All Managers (Combined)	$1.5M	QoQ -8.07% (-$130.1K) YoY -10.81% (-$179.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	11.1K	QoQ -5.78% (-679) YoY -13.59% (-1.7K)	All Managers (Combined)	$1.5M	QoQ +10.48% (-$139.3K) YoY +0.84% (-$12.2K)
(IJJcusip464287705)	12.2K	QoQ -18.22% (-2.7K) YoY -28.71% (-4.9K)	All Managers (Combined)	$1.5M	QoQ -21.64% (-$405.0K) YoY -28.46% (-$583.3K)
Dutch Bros Inc.(BROScusip26701L100)	23.7K	QoQ -3.98% (-983) YoY -17.33% (-5.0K)	All Managers (Combined)	$1.5M	QoQ +13.17% (-$170.1K) YoY +54.65% (-$516.6K)
(cusip46140H106)✕	55.1K	QoQ +1.15% (+627) YoY +6.15% (+3.2K)	All Managers (Combined)	$1.5M	QoQ +0.20% (+$2.9K) YoY +12.93% (+$166.3K)
PCM FUND, INC.(PCMcusip69323T101)	219.7K	QoQ +1.81% (-3.9K) YoY +25.61% (-44.8K)	All Managers (Combined)	$1.4M	QoQ -14.58% (-$242.4K) YoY -1.87% (-$27.2K)
FISERV INC(FIcusip337738108)	6.4K	QoQ +1.07% (+68) YoY -27.99% (-2.5K)	All Managers (Combined)	$1.4M	QoQ +8.65% (+$112.6K) YoY -0.50% (-$7.1K)
(EFGcusip464288885)	14.1K	QoQ -35.42% (-7.7K) YoY +166.29% (+8.8K)	All Managers (Combined)	$1.4M	QoQ -33.31% (-$704.2K) YoY +236.78% (+$991.0K)
SAP SE(SAPcusip803054204)	5.0K	QoQ -1.42% (-73) YoY +49.25% (+1.7K)	All Managers (Combined)	$1.4M	QoQ +7.47% (-$94.1K) YoY +105.44% (+$694.6K)
(cusip78468R101)✕	45.8K	QoQ +145.02% (+27.1K) YoY +300.41% (+34.3K)	All Managers (Combined)	$1.3M	QoQ +146.97% (+$796.2K) YoY +304.83% (+$1.0M)
US BANCORP \DE\(USBcusip902973304)	31.4K	QoQ -0.23% (-75) YoY -5.72% (-1.9K)	All Managers (Combined)	$1.3M	QoQ -11.94% (-$179.8K) YoY -10.95% (-$163.2K)