Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "NOW",
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  null,
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  "IBM",
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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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  "MCK",
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  "GWW",
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  "STE",
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  "KO",
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  "ED",
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]

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 22 of 36

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78463X533

Shares:13.9K

Value:$495.6K

% of Portfolio:0.0% ($495.6K/$1.4B)

464287499

IWR|464287499

Shares:5.8K

Value:$494.7K

% of Portfolio:0.0% ($494.7K/$1.4B)

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

Shares:16.1K

Value:$494.4K

% of Portfolio:0.0% ($494.4K/$1.4B)

464286319

Shares:18.1K

Value:$493.1K

% of Portfolio:0.0% ($493.1K/$1.4B)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:1.7K

Value:$492.9K

% of Portfolio:0.0% ($492.9K/$1.4B)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:1.1K

Value:$491.1K

% of Portfolio:0.0% ($491.1K/$1.4B)

66537J796

Shares:2.4K

Value:$488.3K

% of Portfolio:0.0% ($488.3K/$1.4B)

371927104

Shares:31.0K

Value:$487.1K

% of Portfolio:0.0% ($487.1K/$1.4B)

14020Y300

Shares:17.8K

Value:$486.8K

% of Portfolio:0.0% ($486.8K/$1.4B)

81369Y100

XLB|81369Y100

Shares:5.7K

Value:$486.5K

% of Portfolio:0.0% ($486.5K/$1.4B)

TEXTRON INC

TXT|883203101

Shares:6.7K

Value:$482.6K

% of Portfolio:0.0% ($482.6K/$1.4B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:3.3K

Value:$478.2K

% of Portfolio:0.0% ($478.2K/$1.4B)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:2.6K

Value:$473.9K

% of Portfolio:0.0% ($473.9K/$1.4B)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:973

Value:$473.6K

% of Portfolio:0.0% ($473.6K/$1.4B)

Howmet Aerospace Inc.

HWM|443201108

Shares:3.6K

Value:$472.5K

% of Portfolio:0.0% ($472.5K/$1.4B)

025072307

Shares:5.0K

Value:$471.4K

% of Portfolio:0.0% ($471.4K/$1.4B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:4.2K

Value:$470.4K

% of Portfolio:0.0% ($470.4K/$1.4B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:5.4K

Value:$469.8K

% of Portfolio:0.0% ($469.8K/$1.4B)

97717W307

DLN|97717W307

Shares:5.9K

Value:$468.8K

% of Portfolio:0.0% ($468.8K/$1.4B)

Pacific Airport Group

PAC|400506101

Shares:2.5K

Value:$468.2K

% of Portfolio:0.0% ($468.2K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78463X533)✕	13.9K	QoQ -2.65% (-379) YoY -10.05% (-1.6K)	All Managers (Combined)	$495.6K	0.0% ($495.6K/$1.4B)	QoQ -1.48% (-$7.5K) YoY -4.17% (-$21.6K)
(IWRcusip464287499)	5.8K	QoQ -3.80% (-230) YoY +10.82% (+568)	All Managers (Combined)	$494.7K	0.0% ($494.7K/$1.4B)	QoQ -7.41% (-$39.6K) YoY +12.11% (+$53.5K)
CANADIAN NATURAL RESOURCES LTD(CNQcusip136385101)	16.1K	QoQ +0.72% (+115) YoY +87.87% (-7.5K)	All Managers (Combined)	$494.4K	0.0% ($494.4K/$1.4B)	QoQ +0.49% (+$2.4K) YoY -24.18% (-$157.7K)
(cusip464286319)✕	18.1K	QoQ +2.72% (+480) YoY +3.12% (+547)	All Managers (Combined)	$493.1K	0.0% ($493.1K/$1.4B)	QoQ +8.53% (+$38.8K) YoY +7.57% (+$34.7K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	1.7K	QoQ -0.12% (-2) YoY +72.32% (+695)	All Managers (Combined)	$492.9K	0.0% ($492.9K/$1.4B)	QoQ +7.99% (-$36.5K) YoY +117.60% (+$266.4K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	1.1K	QoQ +2.46% (-26) YoY +87.50% (+504)	All Managers (Combined)	$491.1K	0.0% ($491.1K/$1.4B)	QoQ -2.99% (-$15.2K) YoY +87.66% (+$229.4K)
(cusip66537J796)✕	2.4K	QoQ +12.39% (+262) YoY NEW(+2.4K)	All Managers (Combined)	$488.3K	0.0% ($488.3K/$1.4B)	QoQ +8.28% (+$37.4K) YoY NEW(+$488.3K)
(cusip371927104)✕	31.0K	QoQ +35.06% (+8.1K) YoY +40.54% (+9.0K)	All Managers (Combined)	$487.1K	0.0% ($487.1K/$1.4B)	QoQ +109.61% (+$254.7K) YoY +98.29% (+$241.5K)
(cusip14020Y300)✕	17.8K	QoQ +4.79% (+816) YoY NEW(+17.8K)	All Managers (Combined)	$486.8K	0.0% ($486.8K/$1.4B)	QoQ +4.86% (+$22.6K) YoY NEW(+$486.8K)
(XLBcusip81369Y100)	5.7K	QoQ +0.60% (+34) YoY -20.18% (-1.4K)	All Managers (Combined)	$486.5K	0.0% ($486.5K/$1.4B)	QoQ +2.82% (+$13.3K) YoY -26.11% (-$172.0K)
TEXTRON INC(TXTcusip883203101)	6.7K	QoQ +2.45% (-160) YoY +5.88% (-371)	All Managers (Combined)	$482.6K	0.0% ($482.6K/$1.4B)	QoQ -3.22% (-$16.1K) YoY -20.25% (-$122.6K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	3.3K	QoQ -28.16% (-1.3K) YoY NEW(+3.3K)	All Managers (Combined)	$478.2K	0.0% ($478.2K/$1.4B)	QoQ -41.96% (-$345.8K) YoY NEW(+$478.2K)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	2.6K	QoQ +0.11% (+3) YoY NEW(+2.6K)	All Managers (Combined)	$473.9K	0.0% ($473.9K/$1.4B)	QoQ +4.29% (+$19.5K) YoY NEW(+$473.9K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	973	QoQ +1.77% (+17) YoY NEW(+973)	All Managers (Combined)	$473.6K	0.0% ($473.6K/$1.4B)	QoQ +6.50% (+$28.9K) YoY NEW(+$473.6K)
Howmet Aerospace Inc.(HWMcusip443201108)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$472.5K	0.0% ($472.5K/$1.4B)	QoQ NEW(+$472.5K) YoY NEW(+$472.5K)
(cusip025072307)✕	5.0K	QoQ +9.48% (+436) YoY -81.96% (-22.9K)	All Managers (Combined)	$471.4K	0.0% ($471.4K/$1.4B)	QoQ +2.86% (+$13.1K) YoY -79.74% (-$1.9M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	4.2K	QoQ -51.96% (-4.5K) YoY -52.93% (-4.7K)	All Managers (Combined)	$470.4K	0.0% ($470.4K/$1.4B)	QoQ -41.72% (-$336.8K) YoY -28.01% (-$183.1K)
MICRON TECHNOLOGY INC(MUcusip595112103)	5.4K	QoQ +2603.50% (+5.2K) YoY -14.68% (-931)	All Managers (Combined)	$469.8K	0.0% ($469.8K/$1.4B)	QoQ +2691.02% (+$453.0K) YoY -37.12% (-$277.3K)
(DLNcusip97717W307)	5.9K	QoQ -19.11% (-1.4K) YoY -22.48% (-1.7K)	All Managers (Combined)	$468.8K	0.0% ($468.8K/$1.4B)	QoQ -17.47% (-$99.3K) YoY -14.77% (-$81.3K)
Pacific Airport Group(PACcusip400506101)	2.5K	QoQ +1.48% (+37) YoY NEW(+2.5K)	All Managers (Combined)	$468.2K	0.0% ($468.2K/$1.4B)	QoQ +7.58% (+$33.0K) YoY NEW(+$468.2K)