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 26 of 36

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WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.1K

Value:$367.9K

% of Portfolio:0.0% ($367.9K/$1.4B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.8K

Value:$366.7K

% of Portfolio:0.0% ($366.7K/$1.4B)

464287473

IWS|464287473

Shares:2.9K

Value:$366.4K

% of Portfolio:0.0% ($366.4K/$1.4B)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:5.2K

Value:$365.3K

% of Portfolio:0.0% ($365.3K/$1.4B)

QUALYS, INC.

QLYS|74758T303

Shares:2.9K

Value:$365.2K

% of Portfolio:0.0% ($365.2K/$1.4B)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:3.1K

Value:$364.4K

% of Portfolio:0.0% ($364.4K/$1.4B)

ADVANCED DRAINAGE SYSTEMS, INC.

WMS|00790R104

Shares:3.3K

Value:$363.1K

% of Portfolio:0.0% ($363.1K/$1.4B)

Sanofi

SNY|80105N105

Shares:6.5K

Value:$362.5K

% of Portfolio:0.0% ($362.5K/$1.4B)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:2.2K

Value:$361.9K

% of Portfolio:0.0% ($361.9K/$1.4B)

Snowflake Inc.

SNOW|833445109

Shares:2.4K

Value:$357.5K

% of Portfolio:0.0% ($357.5K/$1.4B)

72201R585

Shares:13.5K

Value:$356.0K

% of Portfolio:0.0% ($356.0K/$1.4B)

Eagle Point Credit Co Inc.

ECC|269808101

Shares:43.9K

Value:$355.7K

% of Portfolio:0.0% ($355.7K/$1.4B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.5K

Value:$355.5K

% of Portfolio:0.0% ($355.5K/$1.4B)

WELLTOWER INC.

WELL|95040Q104

Shares:2.3K

Value:$355.3K

% of Portfolio:0.0% ($355.3K/$1.4B)

PINTEREST, INC.

PINS|72352L106

Shares:11.4K

Value:$354.5K

% of Portfolio:0.0% ($354.5K/$1.4B)

00214Q104

Shares:7.4K

Value:$350.7K

% of Portfolio:0.0% ($350.7K/$1.4B)

Mondelez International, Inc.

MDLZ|609207105

Shares:5.2K

Value:$350.0K

% of Portfolio:0.0% ($350.0K/$1.4B)

37954Y780

Shares:10.6K

Value:$347.7K

% of Portfolio:0.0% ($347.7K/$1.4B)

Coupang, Inc.

CPNG|22266T109

Shares:15.8K

Value:$347.2K

% of Portfolio:0.0% ($347.2K/$1.4B)

808524102

SCHB|808524102

Shares:16.1K

Value:$346.4K

% of Portfolio:0.0% ($346.4K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.1K	QoQ -18.64% (-1.2K) YoY -13.72% (-815)	All Managers (Combined)	$367.9K	0.0% ($367.9K/$1.4B)	QoQ -16.84% (-$74.5K) YoY +6.87% (-$23.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.8K	QoQ -54.72% (-2.2K) YoY -31.19% (-831)	All Managers (Combined)	$366.7K	0.0% ($366.7K/$1.4B)	QoQ -45.70% (-$308.6K) YoY -21.57% (-$100.9K)
(IWScusip464287473)	2.9K	QoQ -7.47% (-235) YoY +52.14% (+997)	All Managers (Combined)	$366.4K	0.0% ($366.4K/$1.4B)	QoQ -9.89% (-$40.2K) YoY +52.60% (+$126.3K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	5.2K	QoQ -42.42% (-3.8K) YoY -56.09% (-6.7K)	All Managers (Combined)	$365.3K	0.0% ($365.3K/$1.4B)	QoQ -44.16% (-$288.9K) YoY -65.08% (-$680.9K)
QUALYS, INC.(QLYScusip74758T303)	2.9K	QoQ +3.68% (-103) YoY NEW(+2.9K)	All Managers (Combined)	$365.2K	0.0% ($365.2K/$1.4B)	QoQ -6.88% (-$27.0K) YoY NEW(+$365.2K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	3.1K	QoQ -1.07% (-34) YoY NEW(+3.1K)	All Managers (Combined)	$364.4K	0.0% ($364.4K/$1.4B)	QoQ -13.86% (-$58.7K) YoY NEW(+$364.4K)
ADVANCED DRAINAGE SYSTEMS, INC.(WMScusip00790R104)	3.3K	QoQ +3.88% (-125) YoY +74.51% (+1.4K)	All Managers (Combined)	$363.1K	0.0% ($363.1K/$1.4B)	QoQ -2.36% (-$8.8K) YoY +10.11% (+$33.4K)
Sanofi(SNYcusip80105N105)	6.5K	QoQ +14.48% (+827) YoY -9.23% (-665)	All Managers (Combined)	$362.5K	0.0% ($362.5K/$1.4B)	QoQ +31.64% (+$87.1K) YoY +3.57% (-$12.5K)
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	2.2K	QoQ -2.08% (-46) YoY -2.79% (-62)	All Managers (Combined)	$361.9K	0.0% ($361.9K/$1.4B)	QoQ +6.14% (-$21.0K) YoY +23.78% (-$69.5K)
Snowflake Inc.(SNOWcusip833445109)	2.4K	QoQ +52.87% (+846) YoY -13.59% (-385)	All Managers (Combined)	$357.5K	0.0% ($357.5K/$1.4B)	QoQ +44.70% (+$110.5K) YoY -21.85% (-$100.0K)
(cusip72201R585)✕	13.5K	QoQ -19.08% (-3.2K) YoY NEW(+13.5K)	All Managers (Combined)	$356.0K	0.0% ($356.0K/$1.4B)	QoQ -17.73% (-$76.8K) YoY NEW(+$356.0K)
Eagle Point Credit Co Inc.(ECCcusip269808101)	43.9K	QoQ -42.72% (-32.8K) YoY +12.85% (-5.0K)	All Managers (Combined)	$355.7K	0.0% ($355.7K/$1.4B)	QoQ -47.75% (-$325.2K) YoY -9.58% (-$37.7K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.5K	QoQ -37.22% (-1.5K) YoY -70.17% (-5.8K)	All Managers (Combined)	$355.5K	0.0% ($355.5K/$1.4B)	QoQ -43.99% (-$279.3K) YoY -79.01% (-$1.3M)
WELLTOWER INC.(WELLcusip95040Q104)	2.3K	QoQ -23.51% (-713) YoY -20.19% (-587)	All Managers (Combined)	$355.3K	0.0% ($355.3K/$1.4B)	QoQ -7.03% (-$26.9K) YoY +30.82% (-$83.7K)
PINTEREST, INC.(PINScusip72352L106)	11.4K	QoQ -30.39% (-5.0K) YoY -43.10% (-8.7K)	All Managers (Combined)	$354.5K	0.0% ($354.5K/$1.4B)	QoQ -25.59% (-$122.0K) YoY -49.12% (-$342.3K)
(cusip00214Q104)✕	7.4K	QoQ +29.12% (+1.7K) YoY -15.16% (-1.3K)	All Managers (Combined)	$350.7K	0.0% ($350.7K/$1.4B)	QoQ +8.22% (+$26.7K) YoY -19.39% (-$84.4K)
Mondelez International, Inc.(MDLZcusip609207105)	5.2K	QoQ -6.04% (-332) YoY -31.78% (-2.4K)	All Managers (Combined)	$350.0K	0.0% ($350.0K/$1.4B)	QoQ +6.72% (-$22.0K) YoY -33.87% (-$179.3K)
(cusip37954Y780)✕	10.6K	QoQ 0.00% (-0) YoY 0.00% (-1)	All Managers (Combined)	$347.7K	0.0% ($347.7K/$1.4B)	QoQ -5.61% (-$20.7K) YoY -9.07% (-$34.7K)
Coupang, Inc.(CPNGcusip22266T109)	15.8K	QoQ +0.16% (-26) YoY NEW(+15.8K)	All Managers (Combined)	$347.2K	0.0% ($347.2K/$1.4B)	QoQ -0.06% (-$219) YoY NEW(+$347.2K)
(SCHBcusip808524102)	16.1K	QoQ -44.88% (-13.1K) YoY +19.85% (-2.7K)	All Managers (Combined)	$346.4K	0.0% ($346.4K/$1.4B)	QoQ -47.73% (-$316.3K) YoY -57.73% (-$473.2K)