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

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

Page 16 of 36

Sort by:

SOUTHERN CO

SO|842587107

Shares:9.7K

Value:$895.7K

% of Portfolio:0.1% ($895.7K/$1.4B)

032108664

Shares:12.5K

Value:$894.7K

% of Portfolio:0.1% ($894.7K/$1.4B)

46138G888

Shares:8.5K

Value:$893.1K

% of Portfolio:0.1% ($893.1K/$1.4B)

Sea Ltd

SE|81141R100

Shares:6.8K

Value:$890.3K

% of Portfolio:0.1% ($890.3K/$1.4B)

33739H101

Shares:34.8K

Value:$888.7K

% of Portfolio:0.1% ($888.7K/$1.4B)

69344A834

Shares:16.9K

Value:$864.9K

% of Portfolio:0.1% ($864.9K/$1.4B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.5K

Value:$860.5K

% of Portfolio:0.1% ($860.5K/$1.4B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:15.6K

Value:$858.9K

% of Portfolio:0.1% ($858.9K/$1.4B)

33734K109

Shares:8.4K

Value:$857.5K

% of Portfolio:0.1% ($857.5K/$1.4B)

02072L102

Shares:20.1K

Value:$857.0K

% of Portfolio:0.1% ($857.0K/$1.4B)

85207H104

Shares:35.5K

Value:$854.5K

% of Portfolio:0.1% ($854.5K/$1.4B)

PFIZER INC

PFE|717081103

Shares:33.6K

Value:$852.4K

% of Portfolio:0.1% ($852.4K/$1.4B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.7K

Value:$851.4K

% of Portfolio:0.1% ($851.4K/$1.4B)

78468R200

Shares:27.4K

Value:$843.6K

% of Portfolio:0.1% ($843.6K/$1.4B)

AT&T INC.

T|00206R102

Shares:29.7K

Value:$841.2K

% of Portfolio:0.1% ($841.2K/$1.4B)

464287721

Shares:7.5K

Value:$841.2K

% of Portfolio:0.1% ($841.2K/$1.4B)

92206C102

VGSH|92206C102

Shares:14.3K

Value:$838.1K

% of Portfolio:0.1% ($838.1K/$1.4B)

Walt Disney Co

DIS|254687106

Shares:8.5K

Value:$836.2K

% of Portfolio:0.1% ($836.2K/$1.4B)

46434G764

EMXC|46434G764

Shares:15.1K

Value:$834.4K

% of Portfolio:0.1% ($834.4K/$1.4B)

464287234

EEM|464287234

Shares:19.0K

Value:$828.8K

% of Portfolio:0.1% ($828.8K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SOUTHERN CO(SOcusip842587107)	9.7K	QoQ +2.68% (+255) YoY -21.19% (-2.6K)	All Managers (Combined)	$895.7K	0.1% ($895.7K/$1.4B)	QoQ +14.68% (+$114.7K) YoY +0.99% (-$8.9K)
(cusip032108664)✕	12.5K	QoQ +270.97% (+9.1K) YoY NEW(+12.5K)	All Managers (Combined)	$894.7K	0.1% ($894.7K/$1.4B)	QoQ +257.58% (+$644.5K) YoY NEW(+$894.7K)
(cusip46138G888)✕	8.5K	QoQ -6.11% (-551) YoY +104.56% (+4.3K)	All Managers (Combined)	$893.1K	0.1% ($893.1K/$1.4B)	QoQ -6.17% (-$58.7K) YoY +104.66% (+$456.7K)
Sea Ltd(SEcusip81141R100)	6.8K	QoQ -2.68% (-188) YoY NEW(+6.8K)	All Managers (Combined)	$890.3K	0.1% ($890.3K/$1.4B)	QoQ +19.68% (-$146.5K) YoY NEW(+$890.3K)
(cusip33739H101)✕	34.8K	QoQ -1.35% (-480) YoY -49.06% (-33.6K)	All Managers (Combined)	$888.7K	0.1% ($888.7K/$1.4B)	QoQ +5.19% (-$43.9K) YoY -45.20% (-$733.2K)
(cusip69344A834)✕	16.9K	QoQ +13.28% (+2.0K) YoY NEW(+16.9K)	All Managers (Combined)	$864.9K	0.1% ($864.9K/$1.4B)	QoQ +13.53% (+$103.1K) YoY NEW(+$864.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.5K	QoQ -39.94% (-2.3K) YoY -37.95% (-2.1K)	All Managers (Combined)	$860.5K	0.1% ($860.5K/$1.4B)	QoQ -32.04% (-$405.8K) YoY -19.20% (-$204.5K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	15.6K	QoQ +0.22% (+35) YoY +407.12% (+12.5K)	All Managers (Combined)	$858.9K	0.1% ($858.9K/$1.4B)	QoQ +4.07% (+$33.7K) YoY +6.74% (+$54.3K)
(cusip33734K109)✕	8.4K	QoQ -13.44% (-1.3K) YoY -45.95% (-7.1K)	All Managers (Combined)	$857.5K	0.1% ($857.5K/$1.4B)	QoQ -14.96% (-$150.9K) YoY -44.20% (-$679.3K)
(cusip02072L102)✕	20.1K	QoQ +11.95% (+2.1K) YoY +10.61% (+1.9K)	All Managers (Combined)	$857.0K	0.1% ($857.0K/$1.4B)	QoQ +6.96% (+$55.8K) YoY +4.98% (+$40.7K)
(cusip85207H104)✕	35.5K	QoQ -1.93% (-700) YoY -3.32% (-1.2K)	All Managers (Combined)	$854.5K	0.1% ($854.5K/$1.4B)	QoQ +17.15% (-$125.1K) YoY +34.45% (-$219.0K)
PFIZER INC(PFEcusip717081103)	33.6K	QoQ -36.86% (-19.6K) YoY -32.87% (-16.5K)	All Managers (Combined)	$852.4K	0.1% ($852.4K/$1.4B)	QoQ -39.69% (-$561.0K) YoY -38.70% (-$538.3K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.7K	QoQ +3.18% (-53) YoY +1.11% (+19)	All Managers (Combined)	$851.4K	0.1% ($851.4K/$1.4B)	QoQ -2.09% (-$18.2K) YoY +25.48% (+$172.9K)
(cusip78468R200)✕	27.4K	QoQ +151.93% (+16.5K) YoY NEW(+27.4K)	All Managers (Combined)	$843.6K	0.1% ($843.6K/$1.4B)	QoQ +152.67% (+$509.7K) YoY NEW(+$843.6K)
AT&T INC.(Tcusip00206R102)	29.7K	QoQ -52.15% (-32.4K) YoY -62.96% (-50.6K)	All Managers (Combined)	$841.2K	0.1% ($841.2K/$1.4B)	QoQ -40.58% (-$574.5K) YoY -40.48% (-$572.3K)
(cusip464287721)✕	7.5K	QoQ -37.91% (-4.6K) YoY +112.08% (+4.0K)	All Managers (Combined)	$841.2K	0.1% ($841.2K/$1.4B)	QoQ -56.21% (-$1.1M) YoY +80.53% (+$375.2K)
(VGSHcusip92206C102)	14.3K	QoQ -4.50% (-673) YoY -45.98% (-12.2K)	All Managers (Combined)	$838.1K	0.1% ($838.1K/$1.4B)	QoQ -3.66% (-$31.9K) YoY -45.41% (-$697.2K)
Walt Disney Co(DIScusip254687106)	8.5K	QoQ -32.47% (-4.1K) YoY -43.89% (-6.6K)	All Managers (Combined)	$836.2K	0.1% ($836.2K/$1.4B)	QoQ -40.14% (-$560.9K) YoY -54.74% (-$1.0M)
(EMXCcusip46434G764)	15.1K	QoQ -37.62% (-9.1K) YoY NEW(+15.1K)	All Managers (Combined)	$834.4K	0.1% ($834.4K/$1.4B)	QoQ -38.03% (-$512.1K) YoY NEW(+$834.4K)
(EEMcusip464287234)	19.0K	QoQ -14.13% (-3.1K) YoY +136.90% (+11.0K)	All Managers (Combined)	$828.8K	0.1% ($828.8K/$1.4B)	QoQ -10.27% (-$95.0K) YoY +162.11% (+$512.6K)