Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  "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",
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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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  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,
  "MA",
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  null,
  "MSFT",
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  "DLN",
  "BX",
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  "FAST",
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  "ANET",
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  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  "EEM",
  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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  "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,
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  "SPYG",
  null,
  "BP",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  null,
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  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
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  "MET",
  "HL",
  "WMS",
  "SOUN",
  null,
  "VOE",
  "MNST",
  "HUT",
  "SD",
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  "NPCE",
  null,
  null,
  "VWO",
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  null,
  "IWV",
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  null,
  "PRF",
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  "VCIT",
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  "PRMB",
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  "EFR",
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  null,
  "DSL",
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  "VIG",
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  "LYG",
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  "TTE",
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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,
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  "RMD",
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  "CHPT",
  null,
  "ETR",
  "VYM",
  null,
  null,
  null,
  "TT",
  "VRSK",
  "MEDP",
  "QLYS",
  "NFG",
  "ADSK",
  "AON",
  "AMCR",
  "SFM",
  "ACGL",
  null,
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  "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,
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  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,
  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",
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  "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 17 of 36

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97717W547

Shares:10.1K

Value:$828.3K

% of Portfolio:0.1% ($828.3K/$1.4B)

464288158

Shares:6.4K

Value:$818.6K

% of Portfolio:0.1% ($818.6K/$1.4B)

69374H709

Shares:22.1K

Value:$818.4K

% of Portfolio:0.1% ($818.4K/$1.4B)

92206C680

VONG|92206C680

Shares:8.7K

Value:$811.7K

% of Portfolio:0.1% ($811.7K/$1.4B)

INTUIT INC.

INTU|461202103

Shares:1.3K

Value:$809.8K

% of Portfolio:0.1% ($809.8K/$1.4B)

464287655

IWM|464287655

Shares:4.0K

Value:$797.1K

% of Portfolio:0.1% ($797.1K/$1.4B)

33734X192

Shares:7.8K

Value:$794.5K

% of Portfolio:0.1% ($794.5K/$1.4B)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:1.8K

Value:$786.9K

% of Portfolio:0.1% ($786.9K/$1.4B)

37954Y475

Shares:19.8K

Value:$782.3K

% of Portfolio:0.1% ($782.3K/$1.4B)

LAM RESEARCH CORP

LRCX|512807306

Shares:10.7K

Value:$781.2K

% of Portfolio:0.1% ($781.2K/$1.4B)

COPART INC

CPRT|217204106

Shares:13.6K

Value:$770.5K

% of Portfolio:0.1% ($770.5K/$1.4B)

PEPSICO INC

PEP|713448108

Shares:5.1K

Value:$766.8K

% of Portfolio:0.1% ($766.8K/$1.4B)

92206C771

Shares:16.6K

Value:$766.6K

% of Portfolio:0.1% ($766.6K/$1.4B)

922907746

VTEB|922907746

Shares:15.3K

Value:$758.5K

% of Portfolio:0.1% ($758.5K/$1.4B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:1.4K

Value:$757.9K

% of Portfolio:0.1% ($757.9K/$1.4B)

92204A702

VGT|92204A702

Shares:1.4K

Value:$751.4K

% of Portfolio:0.1% ($751.4K/$1.4B)

33739P103

Shares:11.7K

Value:$747.9K

% of Portfolio:0.1% ($747.9K/$1.4B)

46436E619

Shares:17.0K

Value:$736.8K

% of Portfolio:0.1% ($736.8K/$1.4B)

33739P889

Shares:18.3K

Value:$736.7K

% of Portfolio:0.1% ($736.7K/$1.4B)

MERCADOLIBRE INC

MELI|58733R102

Shares:376

Value:$733.5K

% of Portfolio:0.1% ($733.5K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W547)✕	10.1K	QoQ -9.31% (-1.0K) YoY -46.02% (-8.6K)	All Managers (Combined)	$828.3K	0.1% ($828.3K/$1.4B)	QoQ -10.83% (-$100.7K) YoY -33.32% (-$413.9K)
(cusip464288158)✕	6.4K	QoQ NEW(+6.4K) YoY +127.59% (+3.6K)	All Managers (Combined)	$818.6K	0.1% ($818.6K/$1.4B)	QoQ NEW(+$818.6K) YoY +204.56% (+$549.8K)
(cusip69374H709)✕	22.1K	QoQ -15.80% (-4.2K) YoY -40.60% (-15.1K)	All Managers (Combined)	$818.4K	0.1% ($818.4K/$1.4B)	QoQ -7.71% (-$68.5K) YoY -36.70% (-$474.5K)
(VONGcusip92206C680)	8.7K	QoQ -19.90% (-2.2K) YoY -27.28% (-3.3K)	All Managers (Combined)	$811.7K	0.1% ($811.7K/$1.4B)	QoQ -28.05% (-$316.5K) YoY -22.15% (-$231.0K)
INTUIT INC.(INTUcusip461202103)	1.3K	QoQ -0.60% (-8) YoY +33.23% (+329)	All Managers (Combined)	$809.8K	0.1% ($809.8K/$1.4B)	QoQ -2.93% (-$24.5K) YoY +25.84% (+$166.3K)
(IWMcusip464287655)	4.0K	QoQ -93.03% (-53.3K) YoY -90.96% (-40.2K)	All Managers (Combined)	$797.1K	0.1% ($797.1K/$1.4B)	QoQ -93.63% (-$11.7M) YoY -91.40% (-$8.5M)
(cusip33734X192)✕	7.8K	QoQ -1.93% (-153) YoY -19.75% (-1.9K)	All Managers (Combined)	$794.5K	0.1% ($794.5K/$1.4B)	QoQ -15.83% (-$149.4K) YoY -14.18% (-$131.3K)
CASEYS GENERAL STORES INC(CASYcusip147528103)	1.8K	QoQ +0.55% (+10) YoY +26.69% (+382)	All Managers (Combined)	$786.9K	0.1% ($786.9K/$1.4B)	QoQ +10.13% (+$72.4K) YoY +72.64% (+$331.1K)
(cusip37954Y475)✕	19.8K	QoQ NEW(+19.8K) YoY +256.74% (+14.3K)	All Managers (Combined)	$782.3K	0.1% ($782.3K/$1.4B)	QoQ NEW(+$782.3K) YoY +246.44% (+$556.5K)
LAM RESEARCH CORP(LRCXcusip512807306)	10.7K	QoQ +0.03% (+4) YoY NEW(+10.7K)	All Managers (Combined)	$781.2K	0.1% ($781.2K/$1.4B)	QoQ +0.68% (+$5.3K) YoY NEW(+$781.2K)
COPART INC(CPRTcusip217204106)	13.6K	QoQ +1.55% (+208) YoY +13.36% (+1.6K)	All Managers (Combined)	$770.5K	0.1% ($770.5K/$1.4B)	QoQ +0.13% (+$1.0K) YoY +10.75% (+$74.9K)
PEPSICO INC(PEPcusip713448108)	5.1K	QoQ -19.67% (-1.3K) YoY -57.56% (-6.9K)	All Managers (Combined)	$766.8K	0.1% ($766.8K/$1.4B)	QoQ -20.80% (-$201.4K) YoY -63.64% (-$1.3M)
(cusip92206C771)✕	16.6K	QoQ +3.59% (+575) YoY -46.29% (-14.3K)	All Managers (Combined)	$766.6K	0.1% ($766.6K/$1.4B)	QoQ +5.81% (+$42.1K) YoY -45.47% (-$639.4K)
(VTEBcusip922907746)	15.3K	QoQ -18.99% (-3.6K) YoY +19.45% (+2.5K)	All Managers (Combined)	$758.5K	0.1% ($758.5K/$1.4B)	QoQ -19.82% (-$187.5K) YoY +17.14% (+$111.0K)
Spotify Technology S.A.(SPOTcusipL8681T102)	1.4K	QoQ +16.48% (+195) YoY NEW(+1.4K)	All Managers (Combined)	$757.9K	0.1% ($757.9K/$1.4B)	QoQ +43.21% (+$228.7K) YoY NEW(+$757.9K)
(VGTcusip92204A702)	1.4K	QoQ -57.13% (-1.8K) YoY -64.29% (-2.5K)	All Managers (Combined)	$751.4K	0.1% ($751.4K/$1.4B)	QoQ -62.60% (-$1.3M) YoY -60.19% (-$1.1M)
(cusip33739P103)✕	11.7K	QoQ -4.92% (-605) YoY +35.09% (+3.0K)	All Managers (Combined)	$747.9K	0.1% ($747.9K/$1.4B)	QoQ -7.42% (-$60.0K) YoY +40.40% (+$215.2K)
(cusip46436E619)✕	17.0K	QoQ 0.00% (+0) YoY NEW(+17.0K)	All Managers (Combined)	$736.8K	0.1% ($736.8K/$1.4B)	QoQ +1.97% (+$14.3K) YoY NEW(+$736.8K)
(cusip33739P889)✕	18.3K	QoQ -1.96% (-367) YoY -17.90% (-4.0K)	All Managers (Combined)	$736.7K	0.1% ($736.7K/$1.4B)	QoQ +5.43% (-$37.9K) YoY -7.80% (-$62.3K)
MERCADOLIBRE INC(MELIcusip58733R102)	376	QoQ +2.45% (+9) YoY -21.50% (-103)	All Managers (Combined)	$733.5K	0.1% ($733.5K/$1.4B)	QoQ +17.54% (+$109.5K) YoY +1.28% (-$9.3K)