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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  "T",
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  null,
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  null,
  "CAT",
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  null,
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  null,
  "BRO",
  null,
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  null,
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  null,
  null,
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  null,
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  "LOGI",
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  "IVW",
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  "DXYZ",
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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,
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  "MPC",
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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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  "GPC",
  null,
  null,
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  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,
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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",
  "AQST",
  "NPCE",
  null,
  null,
  "VWO",
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  null,
  null,
  "IWV",
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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",
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  "VIG",
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  "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",
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  "CHPT",
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  "ETR",
  "VYM",
  null,
  null,
  null,
  "TT",
  "VRSK",
  "MEDP",
  "QLYS",
  "NFG",
  "ADSK",
  "AON",
  "AMCR",
  "SFM",
  "ACGL",
  null,
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  "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,
  null,
  null,
  "IDXX",
  null,
  "AOS",
  "RACE",
  "FDS",
  "NVO",
  null,
  "AMZN",
  "SCHB",
  null,
  "CHY",
  null,
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  null,
  null,
  null,
  "IVE",
  null,
  null,
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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,
  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",
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  null,
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  "MO",
  "XLK",
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  "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 20 of 36

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032108409

Shares:15.1K

Value:$617.4K

% of Portfolio:0.0% ($617.4K/$1.4B)

78468R739

Shares:12.9K

Value:$615.1K

% of Portfolio:0.0% ($615.1K/$1.4B)

TARGET CORP

TGT|87612E106

Shares:5.8K

Value:$608.6K

% of Portfolio:0.0% ($608.6K/$1.4B)

92206C714

Shares:7.4K

Value:$606.9K

% of Portfolio:0.0% ($606.9K/$1.4B)

78464A284

Shares:24.0K

Value:$605.9K

% of Portfolio:0.0% ($605.9K/$1.4B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:5.5K

Value:$603.8K

% of Portfolio:0.0% ($603.8K/$1.4B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:2.5K

Value:$601.8K

% of Portfolio:0.0% ($601.8K/$1.4B)

INTEL CORP

INTC|458140100

Shares:26.5K

Value:$601.6K

% of Portfolio:0.0% ($601.6K/$1.4B)

78464A607

Shares:6.0K

Value:$596.2K

% of Portfolio:0.0% ($596.2K/$1.4B)

Eaton Corp plc

ETN|G29183103

Shares:2.2K

Value:$593.1K

% of Portfolio:0.0% ($593.1K/$1.4B)

74933W486

Shares:12.2K

Value:$592.1K

% of Portfolio:0.0% ($592.1K/$1.4B)

British American Tobacco p.l.c.

BTI|110448107

Shares:14.2K

Value:$585.5K

% of Portfolio:0.0% ($585.5K/$1.4B)

RIO TINTO PLC

RIO|767204100

Shares:9.7K

Value:$581.9K

% of Portfolio:0.0% ($581.9K/$1.4B)

BROWN & BROWN, INC.

BRO|115236101

Shares:4.7K

Value:$579.1K

% of Portfolio:0.0% ($579.1K/$1.4B)

RESMED INC

RMD|761152107

Shares:2.6K

Value:$575.6K

% of Portfolio:0.0% ($575.6K/$1.4B)

78464A599

Shares:3.6K

Value:$570.7K

% of Portfolio:0.0% ($570.7K/$1.4B)

35473P439

Shares:21.2K

Value:$565.8K

% of Portfolio:0.0% ($565.8K/$1.4B)

74347X831

Shares:9.8K

Value:$559.1K

% of Portfolio:0.0% ($559.1K/$1.4B)

DOCUSIGN, INC.

DOCU|256163106

Shares:6.8K

Value:$556.0K

% of Portfolio:0.0% ($556.0K/$1.4B)

46137V456

Shares:10.5K

Value:$555.6K

% of Portfolio:0.0% ($555.6K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip032108409)✕	15.1K	QoQ +2.18% (+324) YoY -69.92% (-35.2K)	All Managers (Combined)	$617.4K	0.0% ($617.4K/$1.4B)	QoQ +2.91% (+$17.5K) YoY -68.46% (-$1.3M)
(cusip78468R739)✕	12.9K	QoQ NEW(+12.9K) YoY NEW(+12.9K)	All Managers (Combined)	$615.1K	0.0% ($615.1K/$1.4B)	QoQ NEW(+$615.1K) YoY NEW(+$615.1K)
TARGET CORP(TGTcusip87612E106)	5.8K	QoQ +1.19% (-69) YoY +2.65% (-151)	All Managers (Combined)	$608.6K	0.0% ($608.6K/$1.4B)	QoQ -21.87% (-$170.4K) YoY -39.54% (-$398.2K)
(cusip92206C714)✕	7.4K	QoQ +93.62% (+3.6K) YoY +122.51% (+4.0K)	All Managers (Combined)	$606.9K	0.0% ($606.9K/$1.4B)	QoQ +96.70% (+$298.4K) YoY +133.55% (+$347.0K)
(cusip78464A284)✕	24.0K	QoQ -5.38% (-1.4K) YoY -41.55% (-17.1K)	All Managers (Combined)	$605.9K	0.0% ($605.9K/$1.4B)	QoQ -6.71% (-$43.6K) YoY -42.62% (-$450.2K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	5.5K	QoQ +1.37% (+75) YoY -8.82% (-536)	All Managers (Combined)	$603.8K	0.0% ($603.8K/$1.4B)	QoQ +17.48% (+$89.8K) YoY +21.00% (-$104.8K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	2.5K	QoQ +1.48% (-37) YoY -7.74% (-212)	All Managers (Combined)	$601.8K	0.0% ($601.8K/$1.4B)	QoQ -13.31% (-$92.5K) YoY -12.87% (-$89.0K)
INTEL CORP(INTCcusip458140100)	26.5K	QoQ +8730.33% (+26.2K) YoY -54.90% (-32.3K)	All Managers (Combined)	$601.6K	0.0% ($601.6K/$1.4B)	QoQ +9901.66% (+$595.6K) YoY -76.81% (-$2.0M)
(cusip78464A607)✕	6.0K	QoQ +0.06% (+4) YoY NEW(+6.0K)	All Managers (Combined)	$596.2K	0.0% ($596.2K/$1.4B)	QoQ +0.32% (+$1.9K) YoY NEW(+$596.2K)
Eaton Corp plc(ETNcusipG29183103)	2.2K	QoQ +9.86% (-196) YoY -8.85% (-212)	All Managers (Combined)	$593.1K	0.0% ($593.1K/$1.4B)	QoQ -10.00% (-$66.0K) YoY -20.76% (-$155.4K)
(cusip74933W486)✕	12.2K	QoQ +8.97% (+1.0K) YoY NEW(+12.2K)	All Managers (Combined)	$592.1K	0.0% ($592.1K/$1.4B)	QoQ +9.89% (+$53.3K) YoY NEW(+$592.1K)
British American Tobacco p.l.c.(BTIcusip110448107)	14.2K	QoQ -12.66% (-2.1K) YoY -4.07% (-601)	All Managers (Combined)	$585.5K	0.0% ($585.5K/$1.4B)	QoQ -0.52% (-$3.1K) YoY +30.11% (-$135.5K)
RIO TINTO PLC(RIOcusip767204100)	9.7K	QoQ +0.38% (+37) YoY NEW(+9.7K)	All Managers (Combined)	$581.9K	0.0% ($581.9K/$1.4B)	QoQ +2.55% (+$14.5K) YoY NEW(+$581.9K)
BROWN & BROWN, INC.(BROcusip115236101)	4.7K	QoQ +3.00% (+136) YoY NEW(+4.7K)	All Managers (Combined)	$579.1K	0.0% ($579.1K/$1.4B)	QoQ +25.63% (+$118.2K) YoY NEW(+$579.1K)
RESMED INC(RMDcusip761152107)	2.6K	QoQ +1.41% (-36) YoY +12.06% (+277)	All Managers (Combined)	$575.6K	0.0% ($575.6K/$1.4B)	QoQ -0.74% (-$4.3K) YoY +26.63% (+$121.1K)
(cusip78464A599)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$570.7K	0.0% ($570.7K/$1.4B)	QoQ NEW(+$570.7K) YoY NEW(+$570.7K)
(cusip35473P439)✕	21.2K	QoQ +8.28% (+1.6K) YoY NEW(+21.2K)	All Managers (Combined)	$565.8K	0.0% ($565.8K/$1.4B)	QoQ +10.48% (+$53.7K) YoY NEW(+$565.8K)
(cusip74347X831)✕	9.8K	QoQ 0.00% (-0) YoY +1.36% (-131)	All Managers (Combined)	$559.1K	0.0% ($559.1K/$1.4B)	QoQ -27.58% (-$213.0K) YoY -5.65% (-$33.5K)
DOCUSIGN, INC.(DOCUcusip256163106)	6.8K	QoQ -14.26% (-1.1K) YoY -38.51% (-4.3K)	All Managers (Combined)	$556.0K	0.0% ($556.0K/$1.4B)	QoQ -22.41% (-$160.6K) YoY -15.95% (-$105.6K)
(cusip46137V456)✕	10.5K	QoQ +3.34% (-341) YoY +145.28% (+6.2K)	All Managers (Combined)	$555.6K	0.0% ($555.6K/$1.4B)	QoQ -1.64% (-$9.3K) YoY +138.26% (+$322.4K)