Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "PINS",
  "SE",
  "INSM",
  "GTX",
  "MPWR",
  "ARGX",
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  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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  "VDE",
  null,
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  "SENS",
  null,
  null,
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  "T",
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  null,
  null,
  null,
  "CAT",
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  null,
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  null,
  "BRO",
  null,
  "CP.TO",
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  null,
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  null,
  "RQI",
  null,
  null,
  null,
  "DUK",
  null,
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  null,
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  null,
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  null,
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  null,
  "QS",
  null,
  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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  null,
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  null,
  "MA",
  null,
  null,
  null,
  "MSFT",
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  "MDLZ",
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  "MS",
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  "EQIX",
  null,
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  null,
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  null,
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  null,
  null,
  null,
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  "IWD",
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  "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,
  null,
  null,
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  null,
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  null,
  null,
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  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
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  null,
  "NVDA",
  "GS",
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  "INTC",
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  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "LPLA",
  "MKC",
  "JPC",
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  "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,
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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",
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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",
  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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  "IDXX",
  null,
  "AOS",
  "RACE",
  "FDS",
  "NVO",
  null,
  "AMZN",
  "SCHB",
  null,
  "CHY",
  null,
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  null,
  null,
  null,
  "IVE",
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  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,
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  "MTUM",
  "HALO",
  null,
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  "IUSV",
  null,
  "MELI",
  "TRI.TO",
  "DGRO",
  "MCK",
  null,
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  null,
  null,
  "GWW",
  "ESGU",
  null,
  "PZZA",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
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  "BRK-B",
  "BKH",
  null,
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  null,
  "BCX",
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  "CDNS",
  "CARR",
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  "LEU",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
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  "KO",
  "CCEP",
  "CBSH",
  "COP",
  "STZ",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRH",
  "CRWD",
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  "DE",
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  null,
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  null,
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  null,
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  "NEE",
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  null,
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  "ETN",
  "GOOG",
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  "LLY",
  "TSLA",
  "PLD",
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  "PM",
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  null,
  null,
  "MO",
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  "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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464287663

IUSV|464287663

Shares:143.1K

Value:$13.2M

78468R523

Shares:131.1K

Value:$13.0M

69374H881

Shares:230.6K

Value:$12.6M

464287408

IVE|464287408

Shares:60.3K

Value:$11.5M

Tesla, Inc.

TSLA|88160R101

Shares:43.8K

Value:$11.3M

921937835

BND|921937835

Shares:150.8K

Value:$11.1M

14020W106

Shares:305.6K

Value:$10.9M

MICROSOFT CORP

MSFT|594918104

Shares:28.7K

Value:$10.8M

78464A763

SDY|78464A763

Shares:76.3K

Value:$10.1M

025072877

Shares:115.0K

Value:$10.0M

37954Y673

Shares:262.3K

Value:$9.9M

464288281

Shares:154.2K

Value:$9.1M

46138G649

Shares:45.5K

Value:$8.8M

46137V233

Shares:190.6K

Value:$8.8M

46137V357

RSP|46137V357

Shares:46.9K

Value:$8.1M

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:15.4K

Value:$8.1M

78464A508

SPYV|78464A508

Shares:150.0K

Value:$7.8M

464287440

IEF|464287440

Shares:81.8K

Value:$7.7M

46429B655

Shares:149.9K

Value:$7.7M

46137V464

Shares:64.8K

Value:$7.4M

Instrument	Shares		Other Manager	Value
(IUSVcusip464287663)	143.1K	QoQ +6.77% (+9.1K) YoY -22.26% (-41.0K)	All Managers (Combined)	$13.2M	QoQ +6.42% (+$797.6K) YoY -2.99% (-$407.2K)
(cusip78468R523)✕	131.1K	QoQ +2.27% (+2.9K) YoY +66.26% (+52.3K)	All Managers (Combined)	$13.0M	QoQ +2.62% (+$334.2K) YoY +66.37% (+$5.2M)
(cusip69374H881)✕	230.6K	QoQ +12.91% (+26.4K) YoY -15.32% (-41.7K)	All Managers (Combined)	$12.6M	QoQ +9.47% (+$1.1M) YoY -19.52% (-$3.1M)
(IVEcusip464287408)	60.3K	QoQ -21.94% (-16.9K) YoY -23.13% (-18.1K)	All Managers (Combined)	$11.5M	QoQ -23.85% (-$3.6M) YoY -20.18% (-$2.9M)
Tesla, Inc.(TSLAcusip88160R101)	43.8K	QoQ +21783.00% (+43.6K) YoY -18.57% (-10.0K)	All Managers (Combined)	$11.3M	QoQ +13943.00% (+$11.3M) YoY +20.03% (-$1.9M)
(BNDcusip921937835)	150.8K	QoQ -4.69% (-7.4K) YoY -32.91% (-74.0K)	All Managers (Combined)	$11.1M	QoQ -2.65% (-$302.0K) YoY -32.15% (-$5.3M)
(cusip14020W106)✕	305.6K	QoQ +47.91% (+99.0K) YoY +48.32% (+99.6K)	All Managers (Combined)	$10.9M	QoQ +49.50% (+$3.6M) YoY +62.65% (+$4.2M)
MICROSOFT CORP(MSFTcusip594918104)	28.7K	QoQ -75.36% (-87.7K) YoY -77.83% (-100.7K)	All Managers (Combined)	$10.8M	QoQ -78.06% (-$38.3M) YoY -80.22% (-$43.7M)
(SDYcusip78464A763)	76.3K	QoQ +1.97% (+1.5K) YoY +20.38% (+12.9K)	All Managers (Combined)	$10.1M	QoQ +4.57% (+$443.1K) YoY +22.41% (+$1.9M)
(cusip025072877)✕	115.0K	QoQ +6.30% (-6.8K) YoY +39.12% (+32.3K)	All Managers (Combined)	$10.0M	QoQ -4.00% (-$418.0K) YoY +29.41% (+$2.3M)
(cusip37954Y673)✕	262.3K	QoQ +0.15% (-395) YoY +9.21% (+22.1K)	All Managers (Combined)	$9.9M	QoQ -6.49% (-$686.9K) YoY +7.11% (+$657.6K)
(cusip464288281)✕	154.2K	QoQ +224.61% (+106.7K) YoY +346.01% (+119.6K)	All Managers (Combined)	$9.1M	QoQ +115.10% (+$4.9M) YoY +188.84% (+$5.9M)
(cusip46138G649)✕	45.5K	QoQ +32.04% (+11.1K) YoY +198.22% (+30.3K)	All Managers (Combined)	$8.8M	QoQ +21.10% (+$1.5M) YoY +215.07% (+$6.0M)
(cusip46137V233)✕	190.6K	QoQ -11.90% (-25.8K) YoY +29.74% (+43.7K)	All Managers (Combined)	$8.8M	QoQ -18.85% (-$2.0M) YoY +41.82% (+$2.6M)
(RSPcusip46137V357)	46.9K	QoQ -9.60% (-5.0K) YoY -40.28% (-31.7K)	All Managers (Combined)	$8.1M	QoQ -10.63% (-$967.4K) YoY -38.92% (-$5.2M)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	15.4K	QoQ +4.57% (-676) YoY +1.02% (+156)	All Managers (Combined)	$8.1M	QoQ -7.45% (-$653.9K) YoY +69.81% (+$3.3M)
(SPYVcusip78464A508)	150.0K	QoQ +52.90% (+51.9K) YoY -33.60% (-75.9K)	All Managers (Combined)	$7.8M	QoQ +51.31% (+$2.7M) YoY -30.96% (-$3.5M)
(IEFcusip464287440)	81.8K	QoQ +525.12% (+68.7K) YoY +807.86% (+72.8K)	All Managers (Combined)	$7.7M	QoQ +536.33% (+$6.5M) YoY +802.81% (+$6.8M)
(cusip46429B655)✕	149.9K	QoQ +17.19% (+22.0K) YoY +235.88% (+105.3K)	All Managers (Combined)	$7.7M	QoQ +17.58% (+$1.1M) YoY +168.53% (+$4.8M)
(cusip46137V464)✕	64.8K	QoQ +5.70% (-3.5K) YoY +5.83% (+3.6K)	All Managers (Combined)	$7.4M	QoQ -2.65% (-$201.4K) YoY +17.26% (+$1.1M)