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",
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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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  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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  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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  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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  "MSFT",
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  "MDLZ",
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  null,
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  null,
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  null,
  null,
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  "PAYX",
  null,
  "VHT",
  null,
  null,
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  null,
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  null,
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  "EEM",
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  null,
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  null,
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  null,
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  null,
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  "IJK",
  null,
  "IVV",
  null,
  "UNH",
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  "NVDA",
  "GS",
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  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
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  "LPLA",
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  "JPC",
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  "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",
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  "TMO",
  "TJX",
  "TFC",
  "TWLO",
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  "UBS",
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  "UL",
  "UPS",
  "BIV",
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  "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",
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  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",
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  "IEF",
  "GGG",
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  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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  "FI",
  "DOV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "TTC",
  null,
  "GSLC",
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  "PAC",
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  "IDXX",
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  "AOS",
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  "NVO",
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  "AMZN",
  "SCHB",
  null,
  "CHY",
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  null,
  "IVE",
  null,
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  null,
  null,
  null,
  "HII",
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  null,
  null,
  "CEF",
  "HDB",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
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  "VLO",
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  "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,
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  null,
  "XEL",
  "WDAY",
  "IUSG",
  null,
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  null,
  null,
  "EXPI",
  "GRMN",
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  "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",
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  "BRK-B",
  "BKH",
  null,
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  null,
  "BCX",
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  "BTI",
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  "CDNS",
  "CARR",
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  "LEU",
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  "LNG",
  "CB",
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  "CHD",
  "CTAS",
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  "KO",
  "CCEP",
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  "COP",
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  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRH",
  "CRWD",
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  "DE",
  "DVN",
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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",
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  "GOOG",
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  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
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  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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MOODYS CORP /DE/

MCO|615369105

Shares:1.0K

Value:$467.8K

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:13.6K

Value:$464.4K

LOGITECH INTERNATIONAL S.A.

LOGI|H50430232

Shares:5.4K

Value:$459.9K

AMPHENOL CORP /DE/

APH|032095101

Shares:7.0K

Value:$456.0K

DELTA AIR LINES, INC.

DAL|247361702

Shares:10.4K

Value:$454.2K

74347B680

Shares:5.6K

Value:$453.2K

WESTAMERICA BANCORPORATION

WABC|957090103

Shares:8.9K

Value:$449.9K

SMITH A O CORP

AOS|831865209

Shares:6.9K

Value:$448.7K

53700T827

Shares:17.7K

Value:$447.6K

14020Y201

Shares:16.5K

Value:$442.1K

33735K108

Shares:3.4K

Value:$441.2K

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:691

Value:$438.4K

66538H633

Shares:18.3K

Value:$434.3K

78464A839

Shares:5.6K

Value:$431.0K

464287689

IWV|464287689

Shares:1.4K

Value:$430.9K

HERSHEY CO

HSY|427866108

Shares:2.5K

Value:$429.7K

Sony Group Corp

SONY|835699307

Shares:16.9K

Value:$429.5K

ARES CAPITAL CORP

ARCC|04010L103

Shares:19.2K

Value:$425.8K

Toast, Inc.

TOST|888787108

Shares:12.8K

Value:$425.5K

72201R205

Shares:7.9K

Value:$424.9K

Instrument	Shares		Other Manager	Value
MOODYS CORP /DE/(MCOcusip615369105)	1.0K	QoQ +1.92% (+19) YoY +51.35% (+341)	All Managers (Combined)	$467.8K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +3.38% (+$13.9K) YoY +3.34% (-$13.7K)