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 21 of 36

Sort by:

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:9.2K

Value:$550.1K

% of Portfolio:0.0% ($550.1K/$1.4B)

3M CO

MMM|88579Y101

Shares:3.7K

Value:$546.1K

% of Portfolio:0.0% ($546.1K/$1.4B)

887432359

Shares:12.8K

Value:$541.9K

% of Portfolio:0.0% ($541.9K/$1.4B)

Autodesk, Inc.

ADSK|052769106

Shares:2.1K

Value:$541.4K

% of Portfolio:0.0% ($541.4K/$1.4B)

337345102

Shares:3.1K

Value:$537.4K

% of Portfolio:0.0% ($537.4K/$1.4B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:2.2K

Value:$534.9K

% of Portfolio:0.0% ($534.9K/$1.4B)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:2.8K

Value:$534.5K

% of Portfolio:0.0% ($534.5K/$1.4B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:4.9K

Value:$533.8K

% of Portfolio:0.0% ($533.8K/$1.4B)

46138E214

Shares:17.8K

Value:$531.5K

% of Portfolio:0.0% ($531.5K/$1.4B)

92204A504

VHT|92204A504

Shares:2.0K

Value:$529.9K

% of Portfolio:0.0% ($529.9K/$1.4B)

46090A804

Shares:11.3K

Value:$527.9K

% of Portfolio:0.0% ($527.9K/$1.4B)

SYSCO CORP

SYY|871829107

Shares:7.0K

Value:$525.3K

% of Portfolio:0.0% ($525.3K/$1.4B)

33734X184

Shares:12.8K

Value:$525.0K

% of Portfolio:0.0% ($525.0K/$1.4B)

464288356

Shares:9.2K

Value:$517.4K

% of Portfolio:0.0% ($517.4K/$1.4B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:2.9K

Value:$516.7K

% of Portfolio:0.0% ($516.7K/$1.4B)

BlackRock Resources & Commodities Strategy Trust

BCX|09257A108

Shares:55.2K

Value:$515.0K

% of Portfolio:0.0% ($515.0K/$1.4B)

66538H591

Shares:9.9K

Value:$507.0K

% of Portfolio:0.0% ($507.0K/$1.4B)

CSX CORP

CSX|126408103

Shares:17.0K

Value:$501.1K

% of Portfolio:0.0% ($501.1K/$1.4B)

KLA CORP

KLAC|482480100

Shares:733

Value:$498.0K

% of Portfolio:0.0% ($498.0K/$1.4B)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

Shares:9.7K

Value:$495.9K

% of Portfolio:0.0% ($495.9K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	9.2K	QoQ -15.18% (-1.6K) YoY -42.31% (-6.8K)	All Managers (Combined)	$550.1K	0.0% ($550.1K/$1.4B)	QoQ -6.33% (-$37.2K) YoY -11.53% (-$71.7K)
3M CO(MMMcusip88579Y101)	3.7K	QoQ -29.70% (-1.6K) YoY -38.37% (-2.3K)	All Managers (Combined)	$546.1K	0.0% ($546.1K/$1.4B)	QoQ -20.01% (-$136.7K) YoY -14.66% (-$93.8K)
(cusip887432359)✕	12.8K	QoQ -0.54% (-70) YoY +3.51% (+434)	All Managers (Combined)	$541.9K	0.0% ($541.9K/$1.4B)	QoQ -1.44% (-$7.9K) YoY +4.33% (+$22.5K)
Autodesk, Inc.(ADSKcusip052769106)	2.1K	QoQ +2.93% (-59) YoY +38.97% (+580)	All Managers (Combined)	$541.4K	0.0% ($541.4K/$1.4B)	QoQ -8.82% (-$52.4K) YoY +39.71% (+$153.9K)
(cusip337345102)✕	3.1K	QoQ +4.73% (-140) YoY +33.10% (+770)	All Managers (Combined)	$537.4K	0.0% ($537.4K/$1.4B)	QoQ -3.45% (-$19.2K) YoY +21.16% (+$93.9K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	2.2K	QoQ -2.75% (-62) YoY -37.01% (-1.3K)	All Managers (Combined)	$534.9K	0.0% ($534.9K/$1.4B)	QoQ +11.72% (-$56.1K) YoY -25.37% (-$181.9K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	2.8K	QoQ +1.88% (-52) YoY +120.03% (+1.5K)	All Managers (Combined)	$534.5K	0.0% ($534.5K/$1.4B)	QoQ -6.83% (-$39.2K) YoY +68.78% (+$217.8K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	4.9K	QoQ +0.28% (+14) YoY -30.83% (-2.2K)	All Managers (Combined)	$533.8K	0.0% ($533.8K/$1.4B)	QoQ +18.81% (+$84.5K) YoY -12.21% (-$74.3K)
(cusip46138E214)✕	17.8K	QoQ +0.85% (+150) YoY +2.41% (-418)	All Managers (Combined)	$531.5K	0.0% ($531.5K/$1.4B)	QoQ +6.61% (+$33.0K) YoY -0.03% (-$164)
(VHTcusip92204A504)	2.0K	QoQ +3.40% (+66) YoY -55.74% (-2.5K)	All Managers (Combined)	$529.9K	0.0% ($529.9K/$1.4B)	QoQ +7.83% (+$38.5K) YoY -56.94% (-$700.7K)
(cusip46090A804)✕	11.3K	QoQ -52.90% (-12.6K) YoY -74.88% (-33.6K)	All Managers (Combined)	$527.9K	0.0% ($527.9K/$1.4B)	QoQ -52.37% (-$580.6K) YoY -74.82% (-$1.6M)
SYSCO CORP(SYYcusip871829107)	7.0K	QoQ -6.86% (-516) YoY -13.49% (-1.1K)	All Managers (Combined)	$525.3K	0.0% ($525.3K/$1.4B)	QoQ -8.59% (-$49.4K) YoY -20.03% (-$131.6K)
(cusip33734X184)✕	12.8K	QoQ -2.68% (-353) YoY +31.52% (+3.1K)	All Managers (Combined)	$525.0K	0.0% ($525.0K/$1.4B)	QoQ +5.51% (-$27.4K) YoY +66.17% (+$209.0K)
(cusip464288356)✕	9.2K	QoQ -3.19% (-303) YoY -37.37% (-5.5K)	All Managers (Combined)	$517.4K	0.0% ($517.4K/$1.4B)	QoQ -4.88% (-$26.6K) YoY -38.74% (-$327.3K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	2.9K	QoQ +4.81% (+132) YoY -10.04% (-321)	All Managers (Combined)	$516.7K	0.0% ($516.7K/$1.4B)	QoQ +0.44% (+$2.3K) YoY -7.18% (-$40.0K)
BlackRock Resources & Commodities Strategy Trust(BCXcusip09257A108)	55.2K	QoQ 0.00% (+0) YoY -13.48% (-8.6K)	All Managers (Combined)	$515.0K	0.0% ($515.0K/$1.4B)	QoQ +9.25% (+$43.6K) YoY -11.09% (-$64.3K)
(cusip66538H591)✕	9.9K	QoQ -14.69% (-1.7K) YoY -30.09% (-4.3K)	All Managers (Combined)	$507.0K	0.0% ($507.0K/$1.4B)	QoQ -20.75% (-$132.8K) YoY -29.14% (-$208.6K)
CSX CORP(CSXcusip126408103)	17.0K	QoQ -6.53% (-1.2K) YoY +191.60% (+11.2K)	All Managers (Combined)	$501.1K	0.0% ($501.1K/$1.4B)	QoQ -14.76% (-$86.8K) YoY +131.49% (+$284.6K)
KLA CORP(KLACcusip482480100)	733	QoQ +5.77% (+40) YoY +3.97% (+28)	All Managers (Combined)	$498.0K	0.0% ($498.0K/$1.4B)	QoQ +14.06% (+$61.4K) YoY +1.01% (+$5.0K)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	9.7K	QoQ +2.31% (+220) YoY +122.82% (+5.4K)	All Managers (Combined)	$495.9K	0.0% ($495.9K/$1.4B)	QoQ +8.13% (+$37.3K) YoY +146.21% (+$294.5K)