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 • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 25 of 36

Sort by:

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:683

Value:$396.2K

% of Portfolio:0.0% ($396.2K/$1.4B)

FEDEX CORP

FDX|31428X106

Shares:1.6K

Value:$395.9K

% of Portfolio:0.0% ($395.9K/$1.4B)

HOULIHAN LOKEY, INC.

HLI|441593100

Shares:2.4K

Value:$395.6K

% of Portfolio:0.0% ($395.6K/$1.4B)

XP Inc.

XP|G98239109

Shares:28.7K

Value:$394.6K

% of Portfolio:0.0% ($394.6K/$1.4B)

33734X135

Shares:7.4K

Value:$392.5K

% of Portfolio:0.0% ($392.5K/$1.4B)

46137V597

Shares:10.4K

Value:$392.1K

% of Portfolio:0.0% ($392.1K/$1.4B)

NUSCALE POWER Corp

SMR|67079K100

Shares:27.6K

Value:$390.5K

% of Portfolio:0.0% ($390.5K/$1.4B)

ICON PLC

ICLR|G4705A100

Shares:2.2K

Value:$390.1K

% of Portfolio:0.0% ($390.1K/$1.4B)

46138G300

Shares:9.8K

Value:$388.9K

% of Portfolio:0.0% ($388.9K/$1.4B)

Simpson Manufacturing Co., Inc.

SSD|829073105

Shares:2.5K

Value:$384.8K

% of Portfolio:0.0% ($384.8K/$1.4B)

DIAGEO PLC

DEO|25243Q205

Shares:3.7K

Value:$384.7K

% of Portfolio:0.0% ($384.7K/$1.4B)

72201R718

Shares:4.0K

Value:$383.9K

% of Portfolio:0.0% ($383.9K/$1.4B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.5K

Value:$382.3K

% of Portfolio:0.0% ($382.3K/$1.4B)

808524805

SCHF|808524805

Shares:19.3K

Value:$382.2K

% of Portfolio:0.0% ($382.2K/$1.4B)

NORDSON CORP

NDSN|655663102

Shares:1.9K

Value:$381.3K

% of Portfolio:0.0% ($381.3K/$1.4B)

NATIONAL FUEL GAS CO

NFG|636180101

Shares:4.7K

Value:$375.6K

% of Portfolio:0.0% ($375.6K/$1.4B)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:3.0K

Value:$375.3K

% of Portfolio:0.0% ($375.3K/$1.4B)

46137V308

Shares:3.3K

Value:$370.7K

% of Portfolio:0.0% ($370.7K/$1.4B)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:10.8K

Value:$370.2K

% of Portfolio:0.0% ($370.2K/$1.4B)

INSMED Inc

INSM|457669307

Shares:4.8K

Value:$368.9K

% of Portfolio:0.0% ($368.9K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	683	QoQ +4.43% (+29) YoY +39.67% (+194)	All Managers (Combined)	$396.2K	0.0% ($396.2K/$1.4B)	QoQ +2.45% (+$9.5K) YoY +19.55% (+$64.8K)
FEDEX CORP(FDXcusip31428X106)	1.6K	QoQ -11.30% (-207) YoY -37.24% (-964)	All Managers (Combined)	$395.9K	0.0% ($395.9K/$1.4B)	QoQ -23.13% (-$119.2K) YoY -47.19% (-$353.8K)
HOULIHAN LOKEY, INC.(HLIcusip441593100)	2.4K	QoQ +2.85% (-68) YoY NEW(+2.4K)	All Managers (Combined)	$395.6K	0.0% ($395.6K/$1.4B)	QoQ -4.33% (-$17.9K) YoY NEW(+$395.6K)
XP Inc.(XPcusipG98239109)	28.7K	QoQ +3.32% (+924) YoY +180.19% (+18.5K)	All Managers (Combined)	$394.6K	0.0% ($394.6K/$1.4B)	QoQ +19.89% (+$65.5K) YoY +50.14% (+$131.8K)
(cusip33734X135)✕	7.4K	QoQ -2.10% (-159) YoY +9.65% (+652)	All Managers (Combined)	$392.5K	0.0% ($392.5K/$1.4B)	QoQ -4.14% (-$17.0K) YoY +22.30% (+$71.6K)
(cusip46137V597)✕	10.4K	QoQ -7.57% (-849) YoY -32.83% (-5.1K)	All Managers (Combined)	$392.1K	0.0% ($392.1K/$1.4B)	QoQ -15.90% (-$74.1K) YoY -35.26% (-$213.6K)
NUSCALE POWER Corp(SMRcusip67079K100)	27.6K	QoQ +4.22% (-1.1K) YoY NEW(+27.6K)	All Managers (Combined)	$390.5K	0.0% ($390.5K/$1.4B)	QoQ -17.68% (-$83.9K) YoY NEW(+$390.5K)
ICON PLC(ICLRcusipG4705A100)	2.2K	QoQ -17.68% (-479) YoY +14.60% (-284)	All Managers (Combined)	$390.1K	0.0% ($390.1K/$1.4B)	QoQ -31.31% (-$177.8K) YoY -40.30% (-$263.4K)
(cusip46138G300)✕	9.8K	QoQ -2.24% (-226) YoY -41.59% (-7.0K)	All Managers (Combined)	$388.9K	0.0% ($388.9K/$1.4B)	QoQ -8.77% (-$37.4K) YoY -43.94% (-$304.8K)
Simpson Manufacturing Co., Inc.(SSDcusip829073105)	2.5K	QoQ +1.28% (-31) YoY +53.02% (+849)	All Managers (Combined)	$384.8K	0.0% ($384.8K/$1.4B)	QoQ -4.07% (-$16.4K) YoY +17.12% (+$56.3K)
DIAGEO PLC(DEOcusip25243Q205)	3.7K	QoQ +16.39% (-517) YoY +76.06% (+1.6K)	All Managers (Combined)	$384.7K	0.0% ($384.7K/$1.4B)	QoQ -4.06% (-$16.3K) YoY +24.03% (+$74.5K)
(cusip72201R718)✕	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$383.9K	0.0% ($383.9K/$1.4B)	QoQ NEW(+$383.9K) YoY NEW(+$383.9K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.5K	QoQ +3.79% (-55) YoY +50.45% (+504)	All Managers (Combined)	$382.3K	0.0% ($382.3K/$1.4B)	QoQ -12.13% (-$52.8K) YoY +22.92% (+$71.3K)
(SCHFcusip808524805)	19.3K	QoQ -4.53% (-918) YoY +90.51% (-9.2K)	All Managers (Combined)	$382.2K	0.0% ($382.2K/$1.4B)	QoQ +2.06% (-$7.8K) YoY -3.42% (-$13.6K)
NORDSON CORP(NDSNcusip655663102)	1.9K	QoQ +1.55% (-29) YoY +84.21% (+864)	All Managers (Combined)	$381.3K	0.0% ($381.3K/$1.4B)	QoQ -2.12% (-$8.3K) YoY +35.42% (+$99.7K)
NATIONAL FUEL GAS CO(NFGcusip636180101)	4.7K	QoQ +1.78% (+83) YoY +20.41% (+804)	All Managers (Combined)	$375.6K	0.0% ($375.6K/$1.4B)	QoQ +32.82% (+$92.8K) YoY +77.49% (+$164.0K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	3.0K	QoQ +6.54% (-182) YoY -6.23% (-197)	All Managers (Combined)	$375.3K	0.0% ($375.3K/$1.4B)	QoQ -12.97% (-$55.9K) YoY -5.85% (-$23.3K)
(cusip46137V308)✕	3.3K	QoQ 0.00% (-0) YoY -56.05% (-4.2K)	All Managers (Combined)	$370.7K	0.0% ($370.7K/$1.4B)	QoQ -2.14% (-$8.1K) YoY -54.25% (-$439.6K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	10.8K	QoQ -4.05% (-457) YoY NEW(+10.8K)	All Managers (Combined)	$370.2K	0.0% ($370.2K/$1.4B)	QoQ +7.78% (-$26.7K) YoY NEW(+$370.2K)
INSMED Inc(INSMcusip457669307)	4.8K	QoQ -0.20% (-10) YoY NEW(+4.8K)	All Managers (Combined)	$368.9K	0.0% ($368.9K/$1.4B)	QoQ +10.27% (-$34.4K) YoY NEW(+$368.9K)