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",
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  "BABA",
  "RVT",
  null,
  null,
  "VONG",
  null,
  "NNE",
  "ALL",
  "GOOGL",
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  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,
  "LOW",
  null,
  "BRO",
  null,
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  "BBDC",
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  null,
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  null,
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  null,
  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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  "IBN",
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  "MCD",
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  null,
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  null,
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  "UNP",
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  "QCOM",
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  null,
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  null,
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  null,
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  "EMR",
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  "LRCX",
  "IWS",
  null,
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  null,
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  null,
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  null,
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  null,
  "MA",
  null,
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  "MSFT",
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  "MDLZ",
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  null,
  "GE",
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  null,
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  null,
  "ODFL",
  null,
  null,
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  "HSY",
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  "FAST",
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  "ANET",
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  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
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  null,
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  null,
  null,
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  "EEM",
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  null,
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  null,
  "PANW",
  "PYPL",
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  null,
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  null,
  null,
  "VGSH",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
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  "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",
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  "UBS",
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  "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,
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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",
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  "GOSS",
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  "TSM",
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  null,
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  "RMD",
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  "CHPT",
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  "ETR",
  "VYM",
  null,
  null,
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  "TT",
  "VRSK",
  "MEDP",
  "QLYS",
  "NFG",
  "ADSK",
  "AON",
  "AMCR",
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  "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,
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  "IDXX",
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  "AOS",
  "RACE",
  "FDS",
  "NVO",
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  "AMZN",
  "SCHB",
  null,
  "CHY",
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  null,
  "IVE",
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  null,
  null,
  null,
  "HII",
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  "CEF",
  "HDB",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
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  "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,
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  "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,
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  null,
  "BCX",
  "BMY",
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  "CNI",
  "CDNS",
  "CARR",
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  "LEU",
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  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "KO",
  "CCEP",
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  "COP",
  "STZ",
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  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRH",
  "CRWD",
  "CSX",
  "DE",
  "DVN",
  "DAL",
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  null,
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  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
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  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
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  "DIS",
  "ETN",
  "GOOG",
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  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "MO",
  "XLK",
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  "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 • $1,423,304.855K total value

707 positions

Manager:

SEC FilingSEC DataHachi Filing

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78463X533

Shares:13.9K

Value:$495.6K

464287499

IWR|464287499

Shares:5.8K

Value:$494.7K

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

Shares:16.1K

Value:$494.4K

464286319

Shares:18.1K

Value:$493.1K

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:1.7K

Value:$492.9K

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:1.1K

Value:$491.1K

66537J796

Shares:2.4K

Value:$488.3K

371927104

Shares:31.0K

Value:$487.1K

14020Y300

Shares:17.8K

Value:$486.8K

81369Y100

XLB|81369Y100

Shares:5.7K

Value:$486.5K

TEXTRON INC

TXT|883203101

Shares:6.7K

Value:$482.6K

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:3.3K

Value:$478.2K

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:2.6K

Value:$473.9K

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:973

Value:$473.6K

Howmet Aerospace Inc.

HWM|443201108

Shares:3.6K

Value:$472.5K

025072307

Shares:5.0K

Value:$471.4K

GILEAD SCIENCES, INC.

GILD|375558103

Shares:4.2K

Value:$470.4K

MICRON TECHNOLOGY INC

MU|595112103

Shares:5.4K

Value:$469.8K

97717W307

DLN|97717W307

Shares:5.9K

Value:$468.8K

Pacific Airport Group

PAC|400506101

Shares:2.5K

Value:$468.2K

Instrument	Shares		Other Manager	Value
(cusip78463X533)✕	13.9K	QoQ -2.65% (-379) YoY -10.05% (-1.6K)	All Managers (Combined)	$495.6K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +7.58% (+$33.0K) YoY NEW(+$468.2K)