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,
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  "EVT",
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  null,
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  null,
  null,
  null,
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  "QS",
  null,
  null,
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  "LOGI",
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  null,
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  "FCX",
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  null,
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  "ECC",
  null,
  null,
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  "SPOK",
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  null,
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  null,
  "AZN",
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  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "FBIO",
  null,
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  "UNP",
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  "QCOM",
  "GLPI",
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  null,
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  null,
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  "HLI",
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  "EMR",
  null,
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  "TOON",
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  "MUB",
  "META",
  null,
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  "HEFA",
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  null,
  null,
  "IVW",
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  null,
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  null,
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  null,
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  "DXYZ",
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  "PMM",
  null,
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  null,
  null,
  "BOE",
  null,
  null,
  null,
  "KNSL",
  null,
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  null,
  null,
  "LRCX",
  "IWS",
  null,
  "LIN",
  "RCAT",
  null,
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  null,
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  null,
  null,
  null,
  "MPC",
  "PCM",
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  null,
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  "PWR",
  null,
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  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,
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  null,
  "PRF",
  null,
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  "VCIT",
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  "PRMB",
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  "EFR",
  "NGG",
  null,
  "DSL",
  null,
  "VIG",
  null,
  "MCHX",
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  "LYG",
  null,
  "TTE",
  null,
  null,
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  "TOST",
  "TXT",
  "TSCO",
  "IWO",
  "XLB",
  "SNY",
  "IEF",
  "GGG",
  "GOSS",
  null,
  "TSM",
  "SMG",
  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,
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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,
  "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

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 • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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85207K107

Shares:85.3K

Value:$989.5K

% of Portfolio:0.1% ($989.5K/$1.4B)

Blackstone Inc.

BX|09260D107

Shares:7.0K

Value:$975.8K

% of Portfolio:0.1% ($975.8K/$1.4B)

Monster Beverage Corp

MNST|61174X109

Shares:16.7K

Value:$974.4K

% of Portfolio:0.1% ($974.4K/$1.4B)

LOWES COMPANIES INC

LOW|548661107

Shares:4.2K

Value:$973.2K

% of Portfolio:0.1% ($973.2K/$1.4B)

922908553

VNQ|922908553

Shares:10.7K

Value:$971.6K

% of Portfolio:0.1% ($971.6K/$1.4B)

921909768

VXUS|921909768

Shares:15.6K

Value:$969.9K

% of Portfolio:0.1% ($969.9K/$1.4B)

ORACLE CORP

ORCL|68389X105

Shares:6.9K

Value:$962.6K

% of Portfolio:0.1% ($962.6K/$1.4B)

46137V431

Shares:9.6K

Value:$959.5K

% of Portfolio:0.1% ($959.5K/$1.4B)

464287697

Shares:9.3K

Value:$940.8K

% of Portfolio:0.1% ($940.8K/$1.4B)

S&P Global Inc.

SPGI|78409V104

Shares:1.8K

Value:$931.9K

% of Portfolio:0.1% ($931.9K/$1.4B)

81369Y860

Shares:22.2K

Value:$929.3K

% of Portfolio:0.1% ($929.3K/$1.4B)

Kenvue Inc.

KVUE|49177J102

Shares:38.7K

Value:$928.2K

% of Portfolio:0.1% ($928.2K/$1.4B)

EQUINIX INC

EQIX|29444U700

Shares:1.1K

Value:$925.3K

% of Portfolio:0.1% ($925.3K/$1.4B)

Eaton Vance Enhanced Equity Income Fund

EOI|278274105

Shares:49.1K

Value:$920.7K

% of Portfolio:0.1% ($920.7K/$1.4B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:22.0K

Value:$920.1K

% of Portfolio:0.1% ($920.1K/$1.4B)

ASTRAZENECA PLC

AZN|046353108

Shares:12.4K

Value:$913.2K

% of Portfolio:0.1% ($913.2K/$1.4B)

46438F101

Shares:19.4K

Value:$907.0K

% of Portfolio:0.1% ($907.0K/$1.4B)

33738D408

Shares:21.9K

Value:$897.7K

% of Portfolio:0.1% ($897.7K/$1.4B)

ENBRIDGE INC

ENB|29250N105

Shares:20.3K

Value:$897.6K

% of Portfolio:0.1% ($897.6K/$1.4B)

46138E198

Shares:14.5K

Value:$896.0K

% of Portfolio:0.1% ($896.0K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip85207K107)✕	85.3K	QoQ +1.77% (+1.5K) YoY +95.66% (+41.7K)	All Managers (Combined)	$989.5K	0.1% ($989.5K/$1.4B)	QoQ +22.33% (+$180.7K) YoY +173.78% (+$628.1K)
Blackstone Inc.(BXcusip09260D107)	7.0K	QoQ +1.88% (-129) YoY -10.71% (-838)	All Managers (Combined)	$975.8K	0.1% ($975.8K/$1.4B)	QoQ -17.40% (-$205.7K) YoY -4.99% (-$51.3K)
Monster Beverage Corp(MNSTcusip61174X109)	16.7K	QoQ +1.82% (+299) YoY +35.34% (+4.3K)	All Managers (Combined)	$974.4K	0.1% ($974.4K/$1.4B)	QoQ +13.37% (+$115.0K) YoY +33.60% (+$245.1K)
LOWES COMPANIES INC(LOWcusip548661107)	4.2K	QoQ -0.40% (-17) YoY +1.95% (-80)	All Managers (Combined)	$973.2K	0.1% ($973.2K/$1.4B)	QoQ -5.86% (-$60.7K) YoY -6.62% (-$69.1K)
(VNQcusip922908553)	10.7K	QoQ +1.40% (+149) YoY +11.10% (+1.1K)	All Managers (Combined)	$971.6K	0.1% ($971.6K/$1.4B)	QoQ +3.06% (+$28.9K) YoY +3.72% (+$34.9K)
(VXUScusip921909768)	15.6K	QoQ -21.57% (-4.3K) YoY -13.80% (-2.5K)	All Managers (Combined)	$969.9K	0.1% ($969.9K/$1.4B)	QoQ -17.35% (-$203.7K) YoY -11.23% (-$122.7K)
ORACLE CORP(ORCLcusip68389X105)	6.9K	QoQ +1.44% (-98) YoY +67.03% (+2.8K)	All Managers (Combined)	$962.6K	0.1% ($962.6K/$1.4B)	QoQ -14.89% (-$168.5K) YoY +85.91% (+$444.8K)
(cusip46137V431)✕	9.6K	QoQ -86.12% (-59.6K) YoY -88.67% (-75.2K)	All Managers (Combined)	$959.5K	0.1% ($959.5K/$1.4B)	QoQ -86.79% (-$6.3M) YoY -89.37% (-$8.1M)
(cusip464287697)✕	9.3K	QoQ -2.70% (-258) YoY NEW(+9.3K)	All Managers (Combined)	$940.8K	0.1% ($940.8K/$1.4B)	QoQ +2.56% (-$23.5K) YoY NEW(+$940.8K)
S&P Global Inc.(SPGIcusip78409V104)	1.8K	QoQ +1.66% (+30) YoY +4.08% (+72)	All Managers (Combined)	$931.9K	0.1% ($931.9K/$1.4B)	QoQ +3.72% (+$33.4K) YoY +24.32% (+$182.3K)
(cusip81369Y860)✕	22.2K	QoQ -83.21% (-110.1K) YoY -67.43% (-46.0K)	All Managers (Combined)	$929.3K	0.1% ($929.3K/$1.4B)	QoQ -82.73% (-$4.5M) YoY -72.97% (-$2.5M)
Kenvue Inc.(KVUEcusip49177J102)	38.7K	QoQ +1.55% (+594) YoY +236.84% (+27.2K)	All Managers (Combined)	$928.2K	0.1% ($928.2K/$1.4B)	QoQ +14.07% (+$114.5K) YoY +276.41% (+$681.6K)
EQUINIX INC(EQIXcusip29444U700)	1.1K	QoQ +20.36% (+192) YoY +106.36% (+585)	All Managers (Combined)	$925.3K	0.1% ($925.3K/$1.4B)	QoQ +4.10% (+$36.5K) YoY +103.95% (+$471.6K)
Eaton Vance Enhanced Equity Income Fund(EOIcusip278274105)	49.1K	QoQ +1.59% (-770) YoY +5.86% (+2.7K)	All Managers (Combined)	$920.7K	0.1% ($920.7K/$1.4B)	QoQ -8.23% (-$82.7K) YoY +8.94% (+$75.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	22.0K	QoQ -27.94% (-8.6K) YoY -40.39% (-14.9K)	All Managers (Combined)	$920.1K	0.1% ($920.1K/$1.4B)	QoQ -31.58% (-$424.8K) YoY -34.40% (-$482.7K)
ASTRAZENECA PLC(AZNcusip046353108)	12.4K	QoQ -4.33% (-563) YoY -1.27% (-160)	All Managers (Combined)	$913.2K	0.1% ($913.2K/$1.4B)	QoQ +7.32% (-$62.3K) YoY +7.11% (-$60.7K)
(cusip46438F101)✕	19.4K	QoQ -17.84% (-4.2K) YoY NEW(+19.4K)	All Managers (Combined)	$907.0K	0.1% ($907.0K/$1.4B)	QoQ -27.51% (-$344.2K) YoY NEW(+$907.0K)
(cusip33738D408)✕	21.9K	QoQ -6.05% (-1.4K) YoY +9.63% (+1.9K)	All Managers (Combined)	$897.7K	0.1% ($897.7K/$1.4B)	QoQ -6.71% (-$64.6K) YoY +9.12% (+$75.1K)
ENBRIDGE INC(ENBcusip29250N105)	20.3K	QoQ +1.65% (+330) YoY -42.14% (-14.8K)	All Managers (Combined)	$897.6K	0.1% ($897.6K/$1.4B)	QoQ +6.12% (+$51.8K) YoY -29.16% (-$369.6K)
(cusip46138E198)✕	14.5K	QoQ -0.58% (-85) YoY -35.13% (-7.9K)	All Managers (Combined)	$896.0K	0.1% ($896.0K/$1.4B)	QoQ +0.88% (-$7.9K) YoY -27.21% (-$335.0K)