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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  "EVT",
  "PSQH",
  null,
  "MARA",
  null,
  null,
  null,
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  null,
  "QS",
  null,
  null,
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  "LOGI",
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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,
  null,
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  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",
  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,
  null,
  "KNSL",
  null,
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  null,
  null,
  "LRCX",
  "IWS",
  null,
  "LIN",
  "RCAT",
  null,
  null,
  null,
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  null,
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  "MPC",
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  null,
  null,
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  null,
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  null,
  null,
  "MA",
  null,
  null,
  null,
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "MS",
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  "EQIX",
  null,
  "GE",
  "GPC",
  null,
  null,
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  null,
  "ODFL",
  null,
  null,
  null,
  "ICLR",
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  "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",
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  "LYG",
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  "TTE",
  null,
  null,
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  "TOST",
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  "IWO",
  "XLB",
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  "IEF",
  "GGG",
  "GOSS",
  null,
  "TSM",
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  null,
  null,
  "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",
  "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",
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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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464287598

IWD|464287598

Shares:5.8K

Value:$1.1M

922908538

VOT|922908538

Shares:4.4K

Value:$1.1M

Duke Energy CORP

DUK|26441C204

Shares:8.8K

Value:$1.1M

NOVO NORDISK A S

NVO|670100205

Shares:15.5K

Value:$1.1M

808524409

Shares:40.2K

Value:$1.1M

Ferrari N.V.

RACE|N3167Y103

Shares:2.5K

Value:$1.1M

78464A383

Shares:47.3K

Value:$1.0M

092528603

Shares:19.9K

Value:$1.0M

66538H641

Shares:30.3K

Value:$1.0M

78464A201

Shares:12.4K

Value:$1.0M

Eaton Vance Senior Floating-Rate Trust

EFR|27828Q105

Shares:83.8K

Value:$1.0M

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:2.4K

Value:$1.0M

Zoetis Inc.

ZTS|98978V103

Shares:6.1K

Value:$1.0M

COMMERCE BANCSHARES INC /MO/

CBSH|200525103

Shares:16.2K

Value:$1.0M

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:2.0K

Value:$998.4K

LINDE PLC

LIN|G54950103

Shares:2.1K

Value:$993.3K

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:4.0K

Value:$992.8K

WASTE MANAGEMENT INC

WM|94106L109

Shares:4.3K

Value:$991.9K

LOCKHEED MARTIN CORP

LMT|539830109

Shares:2.2K

Value:$991.6K

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:16.0K

Value:$990.2K

Instrument	Shares		Other Manager	Value
(IWDcusip464287598)	5.8K	QoQ -1.01% (-60) YoY -51.67% (-6.2K)	All Managers (Combined)	$1.1M	QoQ +0.59% (-$6.5K) YoY -10.91% (-$134.4K)
(VOTcusip922908538)	4.4K	QoQ -55.16% (-5.5K) YoY -54.68% (-5.4K)	All Managers (Combined)	$1.1M	QoQ -56.77% (-$1.4M) YoY -54.22% (-$1.3M)
Duke Energy CORP(DUKcusip26441C204)	8.8K	QoQ +3.02% (+259) YoY +7.02% (+578)	All Managers (Combined)	$1.1M	QoQ +16.63% (+$153.3K) YoY +34.97% (+$278.4K)
NOVO NORDISK A S(NVOcusip670100205)	15.5K	QoQ +13.80% (-1.9K) YoY -33.54% (-7.8K)	All Managers (Combined)	$1.1M	QoQ -8.13% (-$95.0K) YoY -64.05% (-$1.9M)
(cusip808524409)✕	40.2K	QoQ -33.98% (-20.7K) YoY +73.00% (-17.0K)	All Managers (Combined)	$1.1M	QoQ -32.69% (-$519.1K) YoY -41.23% (-$749.9K)
Ferrari N.V.(RACEcusipN3167Y103)	2.5K	QoQ +0.20% (+5) YoY -7.01% (-186)	All Managers (Combined)	$1.1M	QoQ +0.54% (+$5.7K) YoY -9.13% (-$105.7K)
(cusip78464A383)✕	47.3K	QoQ +10.39% (+4.5K) YoY +27.98% (+10.3K)	All Managers (Combined)	$1.0M	QoQ +12.95% (+$119.6K) YoY +19.02% (+$166.6K)
(cusip092528603)✕	19.9K	QoQ +3.17% (+613) YoY +92.47% (+9.6K)	All Managers (Combined)	$1.0M	QoQ +3.89% (+$39.0K) YoY +92.17% (+$499.8K)
(cusip66538H641)✕	30.3K	QoQ -0.16% (-50) YoY +1.35% (-404)	All Managers (Combined)	$1.0M	QoQ -9.21% (-$104.9K) YoY -3.96% (-$42.7K)
(cusip78464A201)✕	12.4K	QoQ -42.91% (-9.3K) YoY -15.69% (-2.3K)	All Managers (Combined)	$1.0M	QoQ -47.55% (-$936.1K) YoY -19.23% (-$245.8K)
Eaton Vance Senior Floating-Rate Trust(EFRcusip27828Q105)	83.8K	QoQ -16.58% (-16.7K) YoY -12.38% (-11.8K)	All Managers (Combined)	$1.0M	QoQ -20.17% (-$259.6K) YoY -17.62% (-$219.8K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	2.4K	QoQ -13.24% (-371) YoY -21.46% (-664)	All Managers (Combined)	$1.0M	QoQ -14.39% (-$171.6K) YoY -17.07% (-$210.0K)
Zoetis Inc.(ZTScusip98978V103)	6.1K	QoQ -2.18% (-137) YoY +95.72% (+3.0K)	All Managers (Combined)	$1.0M	QoQ -1.14% (-$11.7K) YoY +90.45% (+$479.8K)
COMMERCE BANCSHARES INC /MO/(CBSHcusip200525103)	16.2K	QoQ -0.58% (-95) YoY +228.28% (+11.2K)	All Managers (Combined)	$1.0M	QoQ -0.71% (-$7.2K) YoY +283.97% (+$743.5K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.0K	QoQ -10.28% (-230) YoY -52.52% (-2.2K)	All Managers (Combined)	$998.4K	QoQ -14.17% (-$164.9K) YoY -59.34% (-$1.5M)
LINDE PLC(LINcusipG54950103)	2.1K	QoQ -4.30% (-96) YoY -13.25% (-326)	All Managers (Combined)	$993.3K	QoQ +6.46% (-$60.3K) YoY -12.99% (-$148.3K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	4.0K	QoQ -4.37% (-183) YoY -27.56% (-1.5K)	All Managers (Combined)	$992.8K	QoQ -6.44% (-$68.4K) YoY -33.04% (-$490.0K)
WASTE MANAGEMENT INC(WMcusip94106L109)	4.3K	QoQ +7.04% (+282) YoY +11.61% (+446)	All Managers (Combined)	$991.9K	QoQ +22.79% (+$184.1K) YoY +21.21% (+$173.6K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	2.2K	QoQ -5.73% (-135) YoY -34.93% (-1.2K)	All Managers (Combined)	$991.6K	QoQ -13.33% (-$152.6K) YoY -36.10% (-$560.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	16.0K	QoQ -69.31% (-36.2K) YoY -71.92% (-41.1K)	All Managers (Combined)	$990.2K	QoQ -68.01% (-$2.1M) YoY -65.28% (-$1.9M)