Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  "NOW",
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  null,
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  null,
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  "IVE",
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  null,
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  null,
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  "TER",
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  null,
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  null,
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  "MTUM",
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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 23 of 36

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MOODYS CORP /DE/

MCO|615369105

Shares:1.0K

Value:$467.8K

% of Portfolio:0.0% ($467.8K/$1.4B)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:13.6K

Value:$464.4K

% of Portfolio:0.0% ($464.4K/$1.4B)

LOGITECH INTERNATIONAL S.A.

LOGI|H50430232

Shares:5.4K

Value:$459.9K

% of Portfolio:0.0% ($459.9K/$1.4B)

AMPHENOL CORP /DE/

APH|032095101

Shares:7.0K

Value:$456.0K

% of Portfolio:0.0% ($456.0K/$1.4B)

DELTA AIR LINES, INC.

DAL|247361702

Shares:10.4K

Value:$454.2K

% of Portfolio:0.0% ($454.2K/$1.4B)

74347B680

Shares:5.6K

Value:$453.2K

% of Portfolio:0.0% ($453.2K/$1.4B)

WESTAMERICA BANCORPORATION

WABC|957090103

Shares:8.9K

Value:$449.9K

% of Portfolio:0.0% ($449.9K/$1.4B)

SMITH A O CORP

AOS|831865209

Shares:6.9K

Value:$448.7K

% of Portfolio:0.0% ($448.7K/$1.4B)

53700T827

Shares:17.7K

Value:$447.6K

% of Portfolio:0.0% ($447.6K/$1.4B)

14020Y201

Shares:16.5K

Value:$442.1K

% of Portfolio:0.0% ($442.1K/$1.4B)

33735K108

Shares:3.4K

Value:$441.2K

% of Portfolio:0.0% ($441.2K/$1.4B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:691

Value:$438.4K

% of Portfolio:0.0% ($438.4K/$1.4B)

66538H633

Shares:18.3K

Value:$434.3K

% of Portfolio:0.0% ($434.3K/$1.4B)

78464A839

Shares:5.6K

Value:$431.0K

% of Portfolio:0.0% ($431.0K/$1.4B)

464287689

IWV|464287689

Shares:1.4K

Value:$430.9K

% of Portfolio:0.0% ($430.9K/$1.4B)

HERSHEY CO

HSY|427866108

Shares:2.5K

Value:$429.7K

% of Portfolio:0.0% ($429.7K/$1.4B)

Sony Group Corp

SONY|835699307

Shares:16.9K

Value:$429.5K

% of Portfolio:0.0% ($429.5K/$1.4B)

ARES CAPITAL CORP

ARCC|04010L103

Shares:19.2K

Value:$425.8K

% of Portfolio:0.0% ($425.8K/$1.4B)

Toast, Inc.

TOST|888787108

Shares:12.8K

Value:$425.5K

% of Portfolio:0.0% ($425.5K/$1.4B)

72201R205

Shares:7.9K

Value:$424.9K

% of Portfolio:0.0% ($424.9K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MOODYS CORP /DE/(MCOcusip615369105)	1.0K	QoQ +1.92% (+19) YoY +51.35% (+341)	All Managers (Combined)	$467.8K	0.0% ($467.8K/$1.4B)	QoQ +0.16% (+$758) YoY +79.43% (+$207.1K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	13.6K	QoQ -10.05% (-1.5K) YoY -35.72% (-7.6K)	All Managers (Combined)	$464.4K	0.0% ($464.4K/$1.4B)	QoQ -2.07% (-$9.9K) YoY -24.80% (-$153.2K)
LOGITECH INTERNATIONAL S.A.(LOGIcusipH50430232)	5.4K	QoQ +0.23% (+13) YoY NEW(+5.4K)	All Managers (Combined)	$459.9K	0.0% ($459.9K/$1.4B)	QoQ +2.74% (+$12.3K) YoY NEW(+$459.9K)
AMPHENOL CORP /DE/(APHcusip032095101)	7.0K	QoQ +6.23% (+408) YoY +169.49% (+4.4K)	All Managers (Combined)	$456.0K	0.0% ($456.0K/$1.4B)	QoQ +0.31% (+$1.4K) YoY +53.23% (+$158.4K)
DELTA AIR LINES, INC.(DALcusip247361702)	10.4K	QoQ -11.85% (-1.4K) YoY -14.50% (-1.8K)	All Managers (Combined)	$454.2K	0.0% ($454.2K/$1.4B)	QoQ -36.47% (-$260.8K) YoY -22.12% (-$129.1K)
(cusip74347B680)✕	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$453.2K	0.0% ($453.2K/$1.4B)	QoQ NEW(+$453.2K) YoY NEW(+$453.2K)
WESTAMERICA BANCORPORATION(WABCcusip957090103)	8.9K	QoQ +0.06% (-6) YoY -19.45% (-2.1K)	All Managers (Combined)	$449.9K	0.0% ($449.9K/$1.4B)	QoQ -3.41% (-$15.9K) YoY -16.57% (-$89.4K)
SMITH A O CORP(AOScusip831865209)	6.9K	QoQ +38.71% (+1.9K) YoY +91.27% (+3.3K)	All Managers (Combined)	$448.7K	0.0% ($448.7K/$1.4B)	QoQ +32.93% (+$111.2K) YoY +39.74% (+$127.6K)
(cusip53700T827)✕	17.7K	QoQ +1.09% (-192) YoY -8.36% (-1.6K)	All Managers (Combined)	$447.6K	0.0% ($447.6K/$1.4B)	QoQ -2.38% (-$10.9K) YoY -19.29% (-$107.0K)
(cusip14020Y201)✕	16.5K	QoQ -0.82% (-137) YoY NEW(+16.5K)	All Managers (Combined)	$442.1K	0.0% ($442.1K/$1.4B)	QoQ -1.19% (-$5.3K) YoY NEW(+$442.1K)
(cusip33735K108)✕	3.4K	QoQ -9.12% (-337) YoY NEW(+3.4K)	All Managers (Combined)	$441.2K	0.0% ($441.2K/$1.4B)	QoQ -13.61% (-$69.5K) YoY NEW(+$441.2K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	691	QoQ +3.90% (-26) YoY +76.27% (+299)	All Managers (Combined)	$438.4K	0.0% ($438.4K/$1.4B)	QoQ -7.44% (-$35.3K) YoY +16.19% (+$61.1K)
(cusip66538H633)✕	18.3K	QoQ -4.12% (-786) YoY -11.22% (-2.3K)	All Managers (Combined)	$434.3K	0.0% ($434.3K/$1.4B)	QoQ -2.85% (-$12.8K) YoY -10.20% (-$49.4K)
(cusip78464A839)✕	5.6K	QoQ +12.89% (+639) YoY +19.07% (+896)	All Managers (Combined)	$431.0K	0.0% ($431.0K/$1.4B)	QoQ +8.47% (+$33.7K) YoY +20.72% (+$74.0K)
(IWVcusip464287689)	1.4K	QoQ 0.00% (-0) YoY -1.09% (-15)	All Managers (Combined)	$430.9K	0.0% ($430.9K/$1.4B)	QoQ -4.96% (-$22.5K) YoY +4.70% (-$19.4K)
HERSHEY CO(HSYcusip427866108)	2.5K	QoQ -2.14% (-55) YoY +140.38% (+1.5K)	All Managers (Combined)	$429.7K	0.0% ($429.7K/$1.4B)	QoQ -1.16% (-$5.0K) YoY +111.40% (+$226.4K)
Sony Group Corp(SONYcusip835699307)	16.9K	QoQ -13.73% (-2.7K) YoY +453.96% (+13.9K)	All Managers (Combined)	$429.5K	0.0% ($429.5K/$1.4B)	QoQ +3.51% (-$14.6K) YoY +64.06% (+$167.7K)
ARES CAPITAL CORP(ARCCcusip04010L103)	19.2K	QoQ -8.12% (-1.7K) YoY +11.10% (+1.9K)	All Managers (Combined)	$425.8K	0.0% ($425.8K/$1.4B)	QoQ -6.99% (-$32.0K) YoY +18.25% (+$65.7K)
Toast, Inc.(TOSTcusip888787108)	12.8K	QoQ -2.02% (-265) YoY NEW(+12.8K)	All Managers (Combined)	$425.5K	0.0% ($425.5K/$1.4B)	QoQ -10.84% (-$51.7K) YoY NEW(+$425.5K)
(cusip72201R205)✕	7.9K	QoQ +0.08% (+7) YoY -1.47% (-118)	All Managers (Combined)	$424.9K	0.0% ($424.9K/$1.4B)	QoQ +3.38% (+$13.9K) YoY +3.34% (-$13.7K)