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,
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  "BDJ",
  "ARCC",
  "BBDC",
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  null,
  null,
  null,
  "RQI",
  null,
  null,
  null,
  "DUK",
  null,
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  null,
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  null,
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  null,
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  "LOGI",
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  null,
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  null,
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  null,
  null,
  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,
  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,
  null,
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  null,
  null,
  null,
  "MSFT",
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  "ANET",
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  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
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  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
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  null,
  "NVDA",
  "GS",
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  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "LPLA",
  "MKC",
  "JPC",
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  "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",
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  "MET",
  "HL",
  "WMS",
  "SOUN",
  null,
  "VOE",
  "MNST",
  "HUT",
  "SD",
  "AQST",
  "NPCE",
  null,
  null,
  "VWO",
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
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  null,
  "PRF",
  null,
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  "VCIT",
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  "PRMB",
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  "EFR",
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  null,
  "DSL",
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  "VIG",
  null,
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  "LYG",
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  null,
  null,
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  "TOST",
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  "IWO",
  "XLB",
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  "IEF",
  "GGG",
  "GOSS",
  null,
  "TSM",
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  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",
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  "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,
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  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

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TERADYNE, INC

TER|880770102

Shares:3.9K

Value:$319.8K

% of Portfolio:0.0% ($319.8K/$1.4B)

33733E708

Shares:6.3K

Value:$319.6K

% of Portfolio:0.0% ($319.6K/$1.4B)

Nuveen NASDAQ 100 Dynamic Overwrite Fund

QQQX|670699107

Shares:13.3K

Value:$316.9K

% of Portfolio:0.0% ($316.9K/$1.4B)

RELX PLC

RELX|759530108

Shares:6.3K

Value:$315.9K

% of Portfolio:0.0% ($315.9K/$1.4B)

46137V647

Shares:6.7K

Value:$315.6K

% of Portfolio:0.0% ($315.6K/$1.4B)

Lightwave Logic, Inc.

LWLG|532275104

Shares:306.0K

Value:$313.6K

% of Portfolio:0.0% ($313.6K/$1.4B)

Waste Connections, Inc.

WCN|94106B101

Shares:1.6K

Value:$313.2K

% of Portfolio:0.0% ($313.2K/$1.4B)

46435U549

Shares:6.6K

Value:$311.6K

% of Portfolio:0.0% ($311.6K/$1.4B)

STERIS plc

STE|G8473T100

Shares:1.4K

Value:$311.2K

% of Portfolio:0.0% ($311.2K/$1.4B)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:1.4K

Value:$311.1K

% of Portfolio:0.0% ($311.1K/$1.4B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.3K

Value:$309.9K

% of Portfolio:0.0% ($309.9K/$1.4B)

33735J101

Shares:4.0K

Value:$309.2K

% of Portfolio:0.0% ($309.2K/$1.4B)

808524797

SCHD|808524797

Shares:11.1K

Value:$309.1K

% of Portfolio:0.0% ($309.1K/$1.4B)

TORO CO

TTC|891092108

Shares:4.2K

Value:$308.3K

% of Portfolio:0.0% ($308.3K/$1.4B)

TWILIO INC

TWLO|90138F102

Shares:3.1K

Value:$307.3K

% of Portfolio:0.0% ($307.3K/$1.4B)

78464A870

Shares:3.8K

Value:$305.5K

% of Portfolio:0.0% ($305.5K/$1.4B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.8K

Value:$305.3K

% of Portfolio:0.0% ($305.3K/$1.4B)

PAPA JOHNS INTERNATIONAL INC

PZZA|698813102

Shares:7.4K

Value:$303.9K

% of Portfolio:0.0% ($303.9K/$1.4B)

33733B100

Shares:3.0K

Value:$302.9K

% of Portfolio:0.0% ($302.9K/$1.4B)

46137V837

Shares:3.0K

Value:$299.9K

% of Portfolio:0.0% ($299.9K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TERADYNE, INC(TERcusip880770102)	3.9K	QoQ -3.24% (-130) YoY +65.92% (+1.5K)	All Managers (Combined)	$319.8K	0.0% ($319.8K/$1.4B)	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	0.0% ($319.6K/$1.4B)	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	0.0% ($316.9K/$1.4B)	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	0.0% ($315.9K/$1.4B)	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	0.0% ($315.6K/$1.4B)	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	0.0% ($313.6K/$1.4B)	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	0.0% ($313.2K/$1.4B)	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	0.0% ($311.6K/$1.4B)	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	0.0% ($311.2K/$1.4B)	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	0.0% ($311.1K/$1.4B)	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	0.0% ($309.9K/$1.4B)	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	0.0% ($309.2K/$1.4B)	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	0.0% ($309.1K/$1.4B)	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	0.0% ($308.3K/$1.4B)	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	0.0% ($307.3K/$1.4B)	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	0.0% ($305.5K/$1.4B)	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	0.0% ($305.3K/$1.4B)	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	0.0% ($303.9K/$1.4B)	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	0.0% ($302.9K/$1.4B)	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	0.0% ($299.9K/$1.4B)	QoQ -7.09% (-$22.9K) YoY +1.21% (+$3.6K)