Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
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  "PINS",
  "SE",
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  "GTX",
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  "ARGX",
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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,
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
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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,
  "VHT",
  null,
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  null,
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  null,
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  "KVUE",
  null,
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  null,
  null,
  "REGN",
  null,
  null,
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  "RELX",
  null,
  null,
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  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "O",
  "SNA",
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  null,
  "SAP",
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  null,
  null,
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  "SPYG",
  null,
  "BP",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  null,
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  "IBM",
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  "SBUX",
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  "TWLO",
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  "UL",
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  "VO",
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  "SOUN",
  null,
  "VOE",
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  "HUT",
  "SD",
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  null,
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  "VWO",
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  "IWV",
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  "PRF",
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  "VCIT",
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  "PRMB",
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  "EFR",
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  "DSL",
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  "VIG",
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  "LYG",
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  "CHPT",
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  "ETR",
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  null,
  null,
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  "TT",
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  null,
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  "AXON",
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  "WEC",
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  "AJG",
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  "IVE",
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  "HII",
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  "CEF",
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  "BNDX",
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  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WABC",
  null,
  "WFC",
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  "WELL",
  "WMB",
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  null,
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  "EXPI",
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  null,
  "SCHD",
  "ET",
  null,
  "DVY",
  "CHKP",
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  null,
  "SCHF",
  "JKHY",
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  "INFY",
  null,
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  "TER",
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  null,
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  "TTD",
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  null,
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  null,
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  "MTUM",
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  "IUSV",
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  "MCK",
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  null,
  "GWW",
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  null,
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  null,
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  "ED",
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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 • $1,423,304.855K total value

707 positions

Manager:

SEC FilingSEC DataHachi Filing

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TERADYNE, INC

TER|880770102

Shares:3.9K

Value:$319.8K

33733E708

Shares:6.3K

Value:$319.6K

Nuveen NASDAQ 100 Dynamic Overwrite Fund

QQQX|670699107

Shares:13.3K

Value:$316.9K

RELX PLC

RELX|759530108

Shares:6.3K

Value:$315.9K

46137V647

Shares:6.7K

Value:$315.6K

Lightwave Logic, Inc.

LWLG|532275104

Shares:306.0K

Value:$313.6K

Waste Connections, Inc.

WCN|94106B101

Shares:1.6K

Value:$313.2K

46435U549

Shares:6.6K

Value:$311.6K

STERIS plc

STE|G8473T100

Shares:1.4K

Value:$311.2K

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:1.4K

Value:$311.1K

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.3K

Value:$309.9K

33735J101

Shares:4.0K

Value:$309.2K

808524797

SCHD|808524797

Shares:11.1K

Value:$309.1K

TORO CO

TTC|891092108

Shares:4.2K

Value:$308.3K

TWILIO INC

TWLO|90138F102

Shares:3.1K

Value:$307.3K

78464A870

Shares:3.8K

Value:$305.5K

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.8K

Value:$305.3K

PAPA JOHNS INTERNATIONAL INC

PZZA|698813102

Shares:7.4K

Value:$303.9K

33733B100

Shares:3.0K

Value:$302.9K

46137V837

Shares:3.0K

Value:$299.9K

Instrument	Shares		Other Manager	Value
TERADYNE, INC(TERcusip880770102)	3.9K	QoQ -3.24% (-130) YoY +65.92% (+1.5K)	All Managers (Combined)	$319.8K	QoQ -36.53% (-$184.1K) YoY +21.50% (+$56.6K)
(cusip33733E708)✕	6.3K	QoQ -0.23% (-15) YoY +0.64% (+40)	All Managers (Combined)	$319.6K	QoQ +0.49% (-$1.6K) YoY +1.83% (+$5.8K)
Nuveen NASDAQ 100 Dynamic Overwrite Fund(QQQXcusip670699107)	13.3K	QoQ +3.82% (-492) YoY +11.86% (+1.4K)	All Managers (Combined)	$316.9K	QoQ -8.83% (-$30.7K) YoY +10.05% (+$29.0K)
RELX PLC(RELXcusip759530108)	6.3K	QoQ -2.07% (-133) YoY -41.21% (-4.4K)	All Managers (Combined)	$315.9K	QoQ +8.68% (-$25.2K) YoY -31.54% (-$145.6K)
(cusip46137V647)✕	6.7K	QoQ 0.00% (-0) YoY NEW(+6.7K)	All Managers (Combined)	$315.6K	QoQ -18.19% (-$70.2K) YoY NEW(+$315.6K)
Lightwave Logic, Inc.(LWLGcusip532275104)	306.0K	QoQ 0.00% (-0) YoY NEW(+306.0K)	All Managers (Combined)	$313.6K	QoQ -51.19% (-$328.9K) YoY NEW(+$313.6K)
Waste Connections, Inc.(WCNcusip94106B101)	1.6K	QoQ -0.61% (-10) YoY -28.23% (-632)	All Managers (Combined)	$313.2K	QoQ +12.99% (-$36.0K) YoY -18.64% (-$71.8K)
(cusip46435U549)✕	6.6K	QoQ -4.41% (-303) YoY NEW(+6.6K)	All Managers (Combined)	$311.6K	QoQ -2.27% (-$7.2K) YoY NEW(+$311.6K)
STERIS plc(STEcusipG8473T100)	1.4K	QoQ +2.84% (+38) YoY -14.87% (-240)	All Managers (Combined)	$311.2K	QoQ +13.39% (+$36.8K) YoY -14.18% (-$51.4K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$311.1K	QoQ NEW(+$311.1K) YoY NEW(+$311.1K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.3K	QoQ +7.47% (+89) YoY -11.11% (-160)	All Managers (Combined)	$309.9K	QoQ +29.34% (+$70.3K) YoY +12.46% (-$34.3K)
(cusip33735J101)✕	4.0K	QoQ -10.08% (-452) YoY -20.07% (-1.0K)	All Managers (Combined)	$309.2K	QoQ -9.78% (-$33.5K) YoY -19.72% (-$76.0K)
(SCHDcusip808524797)	11.1K	QoQ -25.99% (-3.9K) YoY +129.95% (-6.2K)	All Managers (Combined)	$309.1K	QoQ -24.26% (-$99.0K) YoY -19.53% (-$75.0K)
TORO CO(TTCcusip891092108)	4.2K	QoQ -2.14% (-93) YoY +41.37% (+1.2K)	All Managers (Combined)	$308.3K	QoQ -11.12% (-$38.6K) YoY +12.26% (+$33.7K)
TWILIO INC(TWLOcusip90138F102)	3.1K	QoQ -9.17% (-317) YoY -43.11% (-2.4K)	All Managers (Combined)	$307.3K	QoQ -17.71% (-$66.2K) YoY -8.91% (-$30.1K)
(cusip78464A870)✕	3.8K	QoQ +1.83% (-68) YoY -41.25% (-2.6K)	All Managers (Combined)	$305.5K	QoQ -8.29% (-$27.6K) YoY -49.50% (-$299.6K)
CONSOLIDATED EDISON INC(EDcusip209115104)	2.8K	QoQ -10.99% (-341) YoY +12.37% (+304)	All Managers (Combined)	$305.3K	QoQ +10.33% (-$28.6K) YoY +36.87% (+$82.3K)
PAPA JOHNS INTERNATIONAL INC(PZZAcusip698813102)	7.4K	QoQ +23.13% (+1.4K) YoY -6.48% (-513)	All Managers (Combined)	$303.9K	QoQ +23.16% (+$57.2K) YoY -42.32% (-$223.0K)
(cusip33733B100)✕	3.0K	QoQ -7.38% (-240) YoY -51.25% (-3.2K)	All Managers (Combined)	$302.9K	QoQ -8.60% (-$28.5K) YoY -16.91% (-$61.7K)
(cusip46137V837)✕	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$299.9K	QoQ -7.09% (-$22.9K) YoY +1.21% (+$3.6K)