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,
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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,
  "MARA",
  null,
  null,
  null,
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  null,
  "QS",
  null,
  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,
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  null,
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  "HD",
  null,
  "IBN",
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
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  "FBIO",
  null,
  null,
  "UNP",
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  "QCOM",
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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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  "EMR",
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  null,
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  null,
  "IVW",
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  "IJH",
  null,
  null,
  null,
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  null,
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  null,
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  "DXYZ",
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  "LRCX",
  "IWS",
  null,
  "LIN",
  "RCAT",
  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",
  "MUFG",
  "MS",
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  "EQIX",
  null,
  "GE",
  "GPC",
  null,
  null,
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  null,
  "ODFL",
  null,
  null,
  null,
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  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
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  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "EEM",
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  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,
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  "VCIT",
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  "PRMB",
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  "EFR",
  "NGG",
  null,
  "DSL",
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  "VIG",
  null,
  "MCHX",
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  "LYG",
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  "TTE",
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  "TOST",
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  "IWO",
  "XLB",
  "SNY",
  "IEF",
  "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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  "SDY",
  "FI",
  "DOV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "TTC",
  null,
  "GSLC",
  "AEP",
  "SGOL",
  "PAC",
  null,
  null,
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  null,
  "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,
  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,
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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,
  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,
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  "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

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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37960A529

Shares:26.1K

Value:$1.2M

STRYKER CORP

SYK|863667101

Shares:3.3K

Value:$1.2M

GARMIN LTD

GRMN|H2906T109

Shares:5.6K

Value:$1.2M

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:10.9K

Value:$1.2M

Alphabet Inc.

GOOG|02079K107

Shares:7.6K

Value:$1.2M

33739P830

Shares:60.0K

Value:$1.2M

14021D107

Shares:38.0K

Value:$1.2M

464287465

EFA|464287465

Shares:14.3K

Value:$1.2M

78467V707

Shares:28.8K

Value:$1.2M

CONOCOPHILLIPS

COP|20825C104

Shares:11.1K

Value:$1.2M

922908611

VBR|922908611

Shares:6.2K

Value:$1.2M

69374H436

Shares:31.7K

Value:$1.2M

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:17.8K

Value:$1.2M

ADOBE INC.

ADBE|00724F101

Shares:3.0K

Value:$1.1M

abrdn Total Dynamic Dividend Fund

AOD|00326L100

Shares:136.7K

Value:$1.1M

Snap-on Inc

SNA|833034101

Shares:3.4K

Value:$1.1M

464288513

Shares:14.2K

Value:$1.1M

922042775

VEU|922042775

Shares:18.3K

Value:$1.1M

46641Q654

Shares:21.7K

Value:$1.1M

97717X669

Shares:13.8K

Value:$1.1M

Instrument	Shares		Other Manager	Value
(cusip37960A529)✕	26.1K	QoQ +16.62% (+3.7K) YoY NEW(+26.1K)	All Managers (Combined)	$1.2M	QoQ +45.11% (+$377.7K) YoY NEW(+$1.2M)
STRYKER CORP(SYKcusip863667101)	3.3K	QoQ +0.33% (+11) YoY -21.03% (-869)	All Managers (Combined)	$1.2M	QoQ +3.72% (+$43.6K) YoY -17.85% (-$264.0K)
GARMIN LTD(GRMNcusipH2906T109)	5.6K	QoQ -3.10% (-179) YoY +1.82% (+100)	All Managers (Combined)	$1.2M	QoQ +2.01% (-$24.0K) YoY +48.51% (+$396.5K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	10.9K	QoQ +12.66% (-1.2K) YoY +85.86% (+5.0K)	All Managers (Combined)	$1.2M	QoQ -1.72% (-$20.9K) YoY +37.55% (+$325.9K)
Alphabet Inc.(GOOGcusip02079K107)	7.6K	QoQ -76.15% (-24.4K) YoY -79.13% (-29.0K)	All Managers (Combined)	$1.2M	QoQ -80.43% (-$4.9M) YoY -78.55% (-$4.4M)
(cusip33739P830)✕	60.0K	QoQ -0.37% (-225) YoY -6.73% (-4.3K)	All Managers (Combined)	$1.2M	QoQ -0.22% (-$2.7K) YoY -6.56% (-$83.8K)
(cusip14021D107)✕	38.0K	QoQ +149.15% (+22.7K) YoY +216.82% (+26.0K)	All Managers (Combined)	$1.2M	QoQ +146.84% (+$699.5K) YoY +237.18% (+$827.1K)
(EFAcusip464287465)	14.3K	QoQ -8.06% (-1.3K) YoY -87.53% (-100.6K)	All Managers (Combined)	$1.2M	QoQ -0.62% (-$7.3K) YoY -79.23% (-$4.5M)
(cusip78467V707)✕	28.8K	QoQ -11.31% (-3.7K) YoY -14.67% (-5.0K)	All Managers (Combined)	$1.2M	QoQ -10.78% (-$141.4K) YoY -14.36% (-$196.2K)
CONOCOPHILLIPS(COPcusip20825C104)	11.1K	QoQ -4.36% (-505) YoY +126.24% (+6.2K)	All Managers (Combined)	$1.2M	QoQ +1.27% (-$14.7K) YoY +86.68% (+$539.7K)
(VBRcusip922908611)	6.2K	QoQ -54.18% (-7.4K) YoY -58.53% (-8.8K)	All Managers (Combined)	$1.2M	QoQ -56.93% (-$1.5M) YoY -54.90% (-$1.4M)
(cusip69374H436)✕	31.7K	QoQ -7.65% (-2.6K) YoY -9.80% (-3.5K)	All Managers (Combined)	$1.2M	QoQ -12.15% (-$160.4K) YoY -7.99% (-$100.7K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	17.8K	QoQ -7.14% (-1.4K) YoY -16.14% (-3.4K)	All Managers (Combined)	$1.2M	QoQ -29.01% (-$473.4K) YoY -18.31% (-$259.8K)
ADOBE INC.(ADBEcusip00724F101)	3.0K	QoQ -0.72% (-22) YoY +20.38% (-507)	All Managers (Combined)	$1.1M	QoQ -14.38% (-$192.9K) YoY -8.49% (-$106.7K)
abrdn Total Dynamic Dividend Fund(AODcusip00326L100)	136.7K	QoQ 0.00% (-0) YoY -37.66% (-82.6K)	All Managers (Combined)	$1.1M	QoQ -0.23% (-$2.7K) YoY -36.91% (-$670.9K)
Snap-on Inc(SNAcusip833034101)	3.4K	QoQ +2.52% (+83) YoY +1.32% (+44)	All Managers (Combined)	$1.1M	QoQ +1.78% (+$19.9K) YoY +15.27% (+$150.3K)
(cusip464288513)✕	14.2K	QoQ -0.64% (-93) YoY +10.32% (-1.3K)	All Managers (Combined)	$1.1M	QoQ -0.34% (-$3.9K) YoY -17.37% (-$236.1K)
(VEUcusip922042775)	18.3K	QoQ -33.26% (-9.1K) YoY +41.83% (+5.4K)	All Managers (Combined)	$1.1M	QoQ -29.49% (-$463.5K) YoY +46.50% (+$351.7K)
(cusip46641Q654)✕	21.7K	QoQ +4.17% (+869) YoY NEW(+21.7K)	All Managers (Combined)	$1.1M	QoQ +4.45% (+$47.1K) YoY NEW(+$1.1M)
(cusip97717X669)✕	13.8K	QoQ -3.58% (-512) YoY +11.90% (+1.5K)	All Managers (Combined)	$1.1M	QoQ -4.86% (-$56.2K) YoY +17.29% (+$162.1K)