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, "RIG", "QQQX", "SENS", null, null, "ASML", "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, "EOI", "EVT", "PSQH", null, "MARA", null, null, null, null, null, "QS", null, null, null, "LOGI", "LWLG", null, null, "FCX", "PFL", null, null, "ECC", null, null, null, null, null, null, "SPOK", null, "TSLX", "AOD", "GILD", "GIS", null, "HON", "HD", null, "IBN", null, null, "AZN", null, null, null, null, null, null, null, "MCD", "INTU", null, null, null, "FBIO", null, null, "UNP", "GBCI", "QCOM", "GLPI", "SCCO", null, null, "FUBO", "SIL", "GEVO", null, "ISRG", null, null, null, null, null, "EMXC", null, "HLI", null, "HWM", "ITW", "AMAT", "RIVN", "EMR", null, "BKNG", "TOON", "INMB", "MUB", "META", null, null, null, null, "HEFA", null, null, null, null, null, "IVW", null, "IJH", null, null, null, null, null, null, null, null, null, null, null, "DXYZ", "RMT", "PMM", null, "CHI", null, null, "BOE", null, null, null, "KNSL", null, "KMI", null, null, "LRCX", "IWS", null, "LIN", "RCAT", null, null, null, null, null, null, null, "MPC", "PCM", "MMC", null, null, "PWR", null, null, null, null, "MA", null, null, null, "MSFT", "MAA", "MDLZ", "MUFG", "MS", "ENPH", "EQIX", null, "GE", "GPC", null, null, "NVS", "NU", null, "ODFL", null, null, null, "ICLR", "SMR", "DLN", "BX", "HSY", "AMP", "FAST", "EFG", "ANET", "KLAC", "IWD", "KR", "ORCL", "OKE", "PAYX", null, "VHT", null, null, null, null, null, null, null, null, null, "EEM", null, "IWF", null, null, null, "PANW", "PYPL", "PEP", null, "PNC", null, null, "VGSH", "IEMG", "IJK", null, "IVV", null, "UNH", "AAPL", "SPY", null, "NVDA", "GS", "ENB", "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, null, null, "PRF", null, null, null, "VCIT", null, "PRMB", null, "EFR", "NGG", null, "DSL", null, "VIG", null, "MCHX", null, "LYG", null, "TTE", null, null, null, "TOST", "TXT", "TSCO", "IWO", "XLB", "SNY", "IEF", "GGG", "GOSS", null, "TSM", "SMG", null, null, "RMD", null, null, "CHPT", null, "ETR", "VYM", null, null, null, "TT", "VRSK", "MEDP", "QLYS", "NFG", "ADSK", "AON", "AMCR", "SFM", "ACGL", null, null, "AXON", "APH", "AMD", "SONY", "SDY", "FI", "DOV", "F", "GNRC", "DECK", "WEC", "DEO", "AJG", "WM", "IWP", "IWR", "WCN", "TTC", null, "GSLC", "AEP", "SGOL", "PAC", null, null, null, null, "IDXX", null, "AOS", "RACE", "FDS", "NVO", null, "AMZN", "SCHB", null, "CHY", null, null, null, null, null, "IVE", null, null, null, null, null, null, "HII", null, null, null, "CEF", "HDB", null, "HBAN", "VEU", "VGT", "USB", "VUG", "VLO", "VEA", "MGK", "VXUS", "BNDX", "VTEB", "BND", "VBR", "VOT", "BSV", "VB", "VOO", null, "VTV", "V", "WMT", "WABC", null, "WFC", "WEN", "WELL", "WMB", null, null, null, null, null, null, "XEL", "WDAY", "IUSG", null, null, 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, null, "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", "BWXT", "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", "DXCM", null, "DFAX", "DFAC", "DFS", "DLR", "DOCU", "RSP", 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
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:
Search and click to pin securities to the top
Page 12 of 36
74933W452
Shares:26.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.4B)
97717Y790
Shares:29.0K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.4B)
032108607
Shares:35.6K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.4B)
33737J190
Shares:28.4K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.4B)
69344A107
Shares:26.2K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.4B)
46137V100
Shares:10.8K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.4B)
14020X104
Shares:44.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.4B)
46434V878
Shares:24.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.4B)
78468R804
Shares:7.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.4B)
92189F437
Shares:42.4K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.4B)
78464A847
Shares:23.9K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.4B)
33738R605
Shares:22.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.4B)
464287572
Shares:12.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.4B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip74933W452)✕ | 26.3K | YoY NEW(+26.3K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | YoY NEW(+$1.3M) |
QUALCOMM INC/DE(QCOMcusip747525103) | 8.6K | QoQ -7.01% (-647)YoY -9.95% (-948) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | |
(cusip97717Y790)✕ | 29.0K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | ||
(cusip032108607)✕ | 35.6K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | ||
BlackRock, Inc.(BLKcusip09290D101) | 1.4K | QoQ -2.94% (-42)YoY NEW(+1.4K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | YoY NEW(+$1.3M) |
(cusip33737J190)✕ | 28.4K | QoQ NEW(+28.4K) YoY NEW(+28.4K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
(cusip69344A107)✕ | 26.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | ||
(cusip46137V100)✕ | 10.8K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | ||
Phillips 66(PSXcusip718546104) | 10.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | ||
| 27.4K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | |||
(cusip14020X104)✕ | 44.3K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | ||
| 3.5K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.4B) | |||
(cusip46434V878)✕ | 24.6K | QoQ -0.04% (-10)YoY NEW(+24.6K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.4B) | YoY NEW(+$1.2M) |
(cusip78468R804)✕ | 7.2K | QoQ +3.76% (+260)YoY +0.35% (+25) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.4B) | |
| 41.6K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.4B) | |||
(cusip92189F437)✕ | 42.4K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.4B) | ||
(cusip78464A847)✕ | 23.9K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.4B) | ||
| 3.5K | QoQ +2.79% (+96)YoY -0.92% (-33) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.4B) | ||
(cusip33738R605)✕ | 22.2K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.4B) | ||
(cusip464287572)✕ | 12.6K | QoQ 0.00% (-0)YoY +7.05% (+832) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.4B) |