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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  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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  null,
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  null,
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  null,
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  "NOW",
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  "O",
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  null,
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  null,
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  "IBM",
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  null,
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  "PRF",
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  null,
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  null,
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  "IVE",
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  "CEF",
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  null,
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  null,
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  null,
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  "EXPI",
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  null,
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  null,
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  "CHKP",
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  null,
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  "JKHY",
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  "INFY",
  null,
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  "TER",
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  null,
  null,
  "TTD",
  "TRP",
  null,
  "PSX",
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  "CRM",
  null,
  "SYY",
  "DIA",
  "SPOT",
  null,
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  "MTUM",
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  "IUSV",
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  "TRI.TO",
  "DGRO",
  "MCK",
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  null,
  "GWW",
  "ESGU",
  null,
  "PZZA",
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  "FDX",
  null,
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  "STE",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
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  "BKH",
  null,
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  "BCX",
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  "CCJ",
  "CNI",
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  "CARR",
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  "LEU",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "KO",
  "CCEP",
  "CBSH",
  "COP",
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  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRH",
  "CRWD",
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  "DE",
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  "IJT",
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  "IWM",
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  "TSLA",
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  "MO",
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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 27 of 36

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Nu Holdings Ltd.

NU|G6683N103

Shares:33.5K

Value:$343.1K

% of Portfolio:0.0% ($343.1K/$1.4B)

Destiny Tech100 Inc.

DXYZ|25063F107

Shares:9.7K

Value:$342.7K

% of Portfolio:0.0% ($342.7K/$1.4B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.1K

Value:$340.7K

% of Portfolio:0.0% ($340.7K/$1.4B)

KROGER CO

KR|501044101

Shares:5.0K

Value:$340.4K

% of Portfolio:0.0% ($340.4K/$1.4B)

REALTY INCOME CORP

O|756109104

Shares:5.9K

Value:$339.9K

% of Portfolio:0.0% ($339.9K/$1.4B)

Marathon Petroleum Corp

MPC|56585A102

Shares:2.3K

Value:$339.5K

% of Portfolio:0.0% ($339.5K/$1.4B)

NEWMONT Corp /DE/

NEM|651639106

Shares:7.0K

Value:$337.6K

% of Portfolio:0.0% ($337.6K/$1.4B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.4K

Value:$337.2K

% of Portfolio:0.0% ($337.2K/$1.4B)

46090A887

Shares:6.7K

Value:$337.2K

% of Portfolio:0.0% ($337.2K/$1.4B)

46138E495

Shares:12.9K

Value:$335.2K

% of Portfolio:0.0% ($335.2K/$1.4B)

46434V803

HEFA|46434V803

Shares:9.2K

Value:$333.1K

% of Portfolio:0.0% ($333.1K/$1.4B)

NATIONAL GRID PLC

NGG|636274409

Shares:5.1K

Value:$331.6K

% of Portfolio:0.0% ($331.6K/$1.4B)

09290C806

Shares:10.4K

Value:$329.9K

% of Portfolio:0.0% ($329.9K/$1.4B)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:2.9K

Value:$328.8K

% of Portfolio:0.0% ($328.8K/$1.4B)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:3.4K

Value:$328.3K

% of Portfolio:0.0% ($328.3K/$1.4B)

46138G474

Shares:7.8K

Value:$328.0K

% of Portfolio:0.0% ($328.0K/$1.4B)

97717X578

Shares:10.5K

Value:$325.2K

% of Portfolio:0.0% ($325.2K/$1.4B)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:8.6K

Value:$322.0K

% of Portfolio:0.0% ($322.0K/$1.4B)

852234103

Shares:5.9K

Value:$320.5K

% of Portfolio:0.0% ($320.5K/$1.4B)

66538H419

Shares:10.4K

Value:$320.4K

% of Portfolio:0.0% ($320.4K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Nu Holdings Ltd.(NUcusipG6683N103)	33.5K	QoQ +1.17% (+388) YoY -14.40% (-5.6K)	All Managers (Combined)	$343.1K	0.0% ($343.1K/$1.4B)	QoQ 0.00% (+$4) YoY -26.52% (-$123.9K)
Destiny Tech100 Inc.(DXYZcusip25063F107)	9.7K	QoQ +7.00% (-634) YoY NEW(+9.7K)	All Managers (Combined)	$342.7K	0.0% ($342.7K/$1.4B)	QoQ -35.66% (-$189.9K) YoY NEW(+$342.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.1K	QoQ -85.50% (-6.6K) YoY -86.65% (-7.2K)	All Managers (Combined)	$340.7K	0.0% ($340.7K/$1.4B)	QoQ -84.86% (-$1.9M) YoY -83.67% (-$1.7M)
KROGER CO(KRcusip501044101)	5.0K	QoQ -10.18% (-570) YoY +4.72% (+227)	All Managers (Combined)	$340.4K	0.0% ($340.4K/$1.4B)	QoQ -0.57% (-$2.0K) YoY +24.10% (+$66.1K)
REALTY INCOME CORP(Ocusip756109104)	5.9K	QoQ -23.26% (-1.8K) YoY -19.63% (-1.4K)	All Managers (Combined)	$339.9K	0.0% ($339.9K/$1.4B)	QoQ -16.66% (-$68.0K) YoY -13.83% (-$54.6K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.3K	QoQ -8.98% (-230) YoY +108.40% (+1.2K)	All Managers (Combined)	$339.5K	0.0% ($339.5K/$1.4B)	QoQ -4.93% (-$17.6K) YoY +50.73% (+$114.3K)
NEWMONT Corp /DE/(NEMcusip651639106)	7.0K	QoQ -41.02% (-4.9K) YoY -51.74% (-7.5K)	All Managers (Combined)	$337.6K	0.0% ($337.6K/$1.4B)	QoQ -23.50% (-$103.7K) YoY -34.99% (-$181.7K)
KIMBERLY CLARK CORP(KMBcusip494368103)	2.4K	QoQ -67.92% (-5.0K) YoY -79.26% (-9.1K)	All Managers (Combined)	$337.2K	0.0% ($337.2K/$1.4B)	QoQ -65.18% (-$631.5K) YoY -77.20% (-$1.1M)
(cusip46090A887)✕	6.7K	QoQ 0.00% (+0) YoY -22.65% (-2.0K)	All Managers (Combined)	$337.2K	0.0% ($337.2K/$1.4B)	QoQ +0.01% (+$67) YoY -22.30% (-$96.8K)
(cusip46138E495)✕	12.9K	QoQ -5.66% (-775) YoY -55.30% (-16.0K)	All Managers (Combined)	$335.2K	0.0% ($335.2K/$1.4B)	QoQ -3.57% (-$12.4K) YoY -53.71% (-$389.0K)
(HEFAcusip46434V803)	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$333.1K	0.0% ($333.1K/$1.4B)	QoQ NEW(+$333.1K) YoY NEW(+$333.1K)
NATIONAL GRID PLC(NGGcusip636274409)	5.1K	QoQ +11.76% (+532) YoY -4.98% (-265)	All Managers (Combined)	$331.6K	0.0% ($331.6K/$1.4B)	QoQ +23.40% (+$62.9K) YoY -8.61% (-$31.3K)
(cusip09290C806)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$329.9K	0.0% ($329.9K/$1.4B)	QoQ NEW(+$329.9K) YoY NEW(+$329.9K)
DECKERS OUTDOOR CORP(DECKcusip243537107)	2.9K	QoQ +8.40% (-228) YoY NEW(+2.9K)	All Managers (Combined)	$328.8K	0.0% ($328.8K/$1.4B)	QoQ -40.31% (-$222.2K) YoY NEW(+$328.8K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	3.4K	QoQ +1.06% (+36) YoY -18.11% (-755)	All Managers (Combined)	$328.3K	0.0% ($328.3K/$1.4B)	QoQ +5.25% (+$16.4K) YoY -14.80% (-$57.0K)
(cusip46138G474)✕	7.8K	QoQ -1.11% (-88) YoY -4.29% (-351)	All Managers (Combined)	$328.0K	0.0% ($328.0K/$1.4B)	QoQ -14.38% (-$55.1K) YoY -28.10% (-$128.2K)
(cusip97717X578)✕	10.5K	QoQ -16.16% (-2.0K) YoY -69.19% (-23.7K)	All Managers (Combined)	$325.2K	0.0% ($325.2K/$1.4B)	QoQ -15.09% (-$57.8K) YoY -67.72% (-$682.3K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	8.6K	QoQ -34.03% (-4.4K) YoY -41.84% (-6.2K)	All Managers (Combined)	$322.0K	0.0% ($322.0K/$1.4B)	QoQ -24.62% (-$105.2K) YoY -56.65% (-$420.9K)
(cusip852234103)✕	5.9K	QoQ -9.58% (-625) YoY -25.96% (-2.1K)	All Managers (Combined)	$320.5K	0.0% ($320.5K/$1.4B)	QoQ -42.19% (-$234.0K) YoY -52.44% (-$353.4K)
(cusip66538H419)✕	10.4K	QoQ 0.00% (+0) YoY -7.61% (-859)	All Managers (Combined)	$320.4K	0.0% ($320.4K/$1.4B)	QoQ +6.01% (+$18.2K) YoY -5.38% (-$18.2K)