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 • $1,423,304.855K total value

707 positions

Manager:

SEC FilingSEC DataHachi Filing

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CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:4.3K

Value:$422.6K

FORD MOTOR CO

F|345370860

Shares:42.1K

Value:$422.0K

Infosys Ltd

INFY|456788108

Shares:23.0K

Value:$419.0K

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:14.7K

Value:$417.9K

DEXCOM INC

DXCM|252131107

Shares:6.1K

Value:$417.4K

GRACO INC

GGG|384109104

Shares:5.0K

Value:$416.1K

46435G672

Shares:8.3K

Value:$414.6K

SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:4.4K

Value:$414.2K

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:10.9K

Value:$411.5K

TotalEnergies SE

TTE|89151E109

Shares:6.4K

Value:$411.2K

Airbnb, Inc.

ABNB|009066101

Shares:3.4K

Value:$410.6K

CAVA GROUP, INC.

CAVA|148929102

Shares:4.7K

Value:$409.8K

46435G425

ESGU|46435G425

Shares:3.4K

Value:$408.4K

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:965

Value:$405.3K

97717W422

Shares:9.2K

Value:$404.0K

ServiceNow, Inc.

NOW|81762P102

Shares:504

Value:$401.3K

464287481

IWP|464287481

Shares:3.4K

Value:$400.3K

35473M105

Shares:9.5K

Value:$398.9K

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:2.4K

Value:$398.5K

Medpace Holdings, Inc.

MEDP|58506Q109

Shares:1.3K

Value:$397.3K

Instrument	Shares		Other Manager	Value
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	4.3K	QoQ +1.71% (-73) YoY +74.62% (+1.9K)	All Managers (Combined)	$422.6K	QoQ -2.36% (-$10.2K) YoY +29.20% (+$95.5K)
FORD MOTOR CO(Fcusip345370860)	42.1K	QoQ -19.56% (-10.2K) YoY -61.27% (-66.6K)	All Managers (Combined)	$422.0K	QoQ -18.51% (-$95.9K) YoY -70.75% (-$1.0M)
Infosys Ltd(INFYcusip456788108)	23.0K	QoQ +1.98% (-446) YoY +91.45% (+11.0K)	All Managers (Combined)	$419.0K	QoQ -15.09% (-$74.5K) YoY +94.87% (+$204.0K)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$417.9K	QoQ NEW(+$417.9K) YoY NEW(+$417.9K)
DEXCOM INC(DXCMcusip252131107)	6.1K	QoQ +511.20% (+5.1K) YoY NEW(+6.1K)	All Managers (Combined)	$417.4K	QoQ +436.69% (+$339.6K) YoY NEW(+$417.4K)
GRACO INC(GGGcusip384109104)	5.0K	QoQ +2.13% (+104) YoY +77.67% (+2.2K)	All Managers (Combined)	$416.1K	QoQ +1.19% (+$4.9K) YoY +58.76% (+$154.0K)
(cusip46435G672)✕	8.3K	QoQ +0.39% (+33) YoY +8.73% (+666)	All Managers (Combined)	$414.6K	QoQ +0.54% (+$2.2K) YoY +8.81% (+$33.6K)
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	4.4K	QoQ +3.89% (+166) YoY +46.46% (+1.4K)	All Managers (Combined)	$414.2K	QoQ +6.53% (+$25.4K) YoY +28.50% (+$91.9K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	10.9K	QoQ +0.88% (+95) YoY -5.54% (-638)	All Managers (Combined)	$411.5K	QoQ +0.30% (+$1.3K) YoY -23.94% (-$129.6K)
TotalEnergies SE(TTEcusip89151E109)	6.4K	QoQ -7.25% (-497) YoY -56.81% (-8.4K)	All Managers (Combined)	$411.2K	QoQ +10.08% (-$37.7K) YoY -59.41% (-$602.0K)
Airbnb, Inc.(ABNBcusip009066101)	3.4K	QoQ +39.94% (+981) YoY +139.51% (+2.0K)	All Managers (Combined)	$410.6K	QoQ +27.21% (+$87.8K) YoY +73.44% (+$173.9K)
CAVA GROUP, INC.(CAVAcusip148929102)	4.7K	QoQ +11.15% (-476) YoY NEW(+4.7K)	All Managers (Combined)	$409.8K	QoQ -14.84% (-$71.5K) YoY NEW(+$409.8K)
(ESGUcusip46435G425)	3.4K	QoQ -62.55% (-5.6K) YoY +6.75% (+212)	All Managers (Combined)	$408.4K	QoQ -64.57% (-$744.5K) YoY +27.32% (+$87.7K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	965	QoQ -4.26% (-43) YoY +98.96% (+480)	All Managers (Combined)	$405.3K	QoQ -2.75% (-$11.5K) YoY +54.75% (+$143.4K)
(cusip97717W422)✕	9.2K	QoQ +13.85% (+1.1K) YoY +9.73% (+820)	All Managers (Combined)	$404.0K	QoQ +9.93% (+$36.5K) YoY +10.11% (+$37.1K)
ServiceNow, Inc.(NOWcusip81762P102)	504	QoQ -10.47% (-59) YoY -1.75% (-9)	All Managers (Combined)	$401.3K	QoQ -32.77% (-$195.6K) YoY +2.59% (-$10.1K)
(IWPcusip464287481)	3.4K	QoQ -12.16% (-472) YoY +85.36% (+1.6K)	All Managers (Combined)	$400.3K	QoQ -18.56% (-$91.3K) YoY +91.44% (+$191.2K)
(cusip35473M105)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$398.9K	QoQ NEW(+$398.9K) YoY NEW(+$398.9K)
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	2.4K	QoQ +3.79% (-88) YoY NEW(+2.4K)	All Managers (Combined)	$398.5K	QoQ -2.66% (-$10.9K) YoY NEW(+$398.5K)
Medpace Holdings, Inc.(MEDPcusip58506Q109)	1.3K	QoQ +2.43% (-31) YoY NEW(+1.3K)	All Managers (Combined)	$397.3K	QoQ -6.05% (-$25.6K) YoY NEW(+$397.3K)