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",
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  "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 29 of 36

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ALLSTATE CORP

ALL|020002101

Shares:1.4K

Value:$299.6K

% of Portfolio:0.0% ($299.6K/$1.4B)

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:1.9K

Value:$296.4K

% of Portfolio:0.0% ($296.4K/$1.4B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.7K

Value:$294.1K

% of Portfolio:0.0% ($294.1K/$1.4B)

Trade Desk, Inc.

TTD|88339J105

Shares:5.4K

Value:$294.0K

% of Portfolio:0.0% ($294.0K/$1.4B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.6K

Value:$289.9K

% of Portfolio:0.0% ($289.9K/$1.4B)

69374H303

Shares:4.1K

Value:$289.4K

% of Portfolio:0.0% ($289.4K/$1.4B)

Lloyds Banking Group plc

LYG|539439109

Shares:75.7K

Value:$289.0K

% of Portfolio:0.0% ($289.0K/$1.4B)

MCKESSON CORP

MCK|58155Q103

Shares:427

Value:$287.6K

% of Portfolio:0.0% ($287.6K/$1.4B)

FASTENAL CO

FAST|311900104

Shares:3.7K

Value:$287.4K

% of Portfolio:0.0% ($287.4K/$1.4B)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:876

Value:$286.6K

% of Portfolio:0.0% ($286.6K/$1.4B)

72201R866

Shares:5.6K

Value:$286.1K

% of Portfolio:0.0% ($286.1K/$1.4B)

092528843

Shares:5.8K

Value:$285.0K

% of Portfolio:0.0% ($285.0K/$1.4B)

46435G102

Shares:3.4K

Value:$284.2K

% of Portfolio:0.0% ($284.2K/$1.4B)

NeuroPace Inc

NPCE|641288105

Shares:23.0K

Value:$282.7K

% of Portfolio:0.0% ($282.7K/$1.4B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.1K

Value:$281.9K

% of Portfolio:0.0% ($281.9K/$1.4B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:2.5K

Value:$279.2K

% of Portfolio:0.0% ($279.2K/$1.4B)

ICICI BANK LTD

IBN|45104G104

Shares:8.7K

Value:$274.1K

% of Portfolio:0.0% ($274.1K/$1.4B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:4.6K

Value:$273.9K

% of Portfolio:0.0% ($273.9K/$1.4B)

Nano Nuclear Energy Inc.

NNE|63010H108

Shares:10.3K

Value:$273.6K

% of Portfolio:0.0% ($273.6K/$1.4B)

33737M300

Shares:4.0K

Value:$273.0K

% of Portfolio:0.0% ($273.0K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALLSTATE CORP(ALLcusip020002101)	1.4K	QoQ -12.08% (-199) YoY -20.14% (-365)	All Managers (Combined)	$299.6K	0.0% ($299.6K/$1.4B)	QoQ -5.57% (-$17.7K) YoY -4.43% (-$13.9K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	1.9K	QoQ -24.75% (-639) YoY -62.40% (-3.2K)	All Managers (Combined)	$296.4K	0.0% ($296.4K/$1.4B)	QoQ -9.61% (-$31.5K) YoY -11.01% (-$36.7K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.7K	QoQ -74.84% (-8.0K) YoY -76.51% (-8.7K)	All Managers (Combined)	$294.1K	0.0% ($294.1K/$1.4B)	QoQ -77.74% (-$1.0M) YoY -77.29% (-$1.0M)
Trade Desk, Inc.(TTDcusip88339J105)	5.4K	QoQ +7.07% (-355) YoY -6.08% (-348)	All Managers (Combined)	$294.0K	0.0% ($294.0K/$1.4B)	QoQ -50.14% (-$295.8K) YoY -41.21% (-$206.1K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.6K	QoQ -3.22% (-55) YoY -33.58% (-834)	All Managers (Combined)	$289.9K	0.0% ($289.9K/$1.4B)	QoQ -11.80% (-$38.8K) YoY -27.74% (-$111.3K)
(cusip69374H303)✕	4.1K	QoQ -65.55% (-7.8K) YoY -93.10% (-55.1K)	All Managers (Combined)	$289.4K	0.0% ($289.4K/$1.4B)	QoQ -66.94% (-$586.2K) YoY -92.87% (-$3.8M)
Lloyds Banking Group plc(LYGcusip539439109)	75.7K	QoQ +9.22% (+6.4K) YoY NEW(+75.7K)	All Managers (Combined)	$289.0K	0.0% ($289.0K/$1.4B)	QoQ +53.40% (+$100.6K) YoY NEW(+$289.0K)
MCKESSON CORP(MCKcusip58155Q103)	427	QoQ NEW(+427) YoY NEW(+427)	All Managers (Combined)	$287.6K	0.0% ($287.6K/$1.4B)	QoQ NEW(+$287.6K) YoY NEW(+$287.6K)
FASTENAL CO(FASTcusip311900104)	3.7K	QoQ +0.76% (+28) YoY +41.82% (+1.1K)	All Managers (Combined)	$287.4K	0.0% ($287.4K/$1.4B)	QoQ +8.66% (+$22.9K) YoY +42.61% (+$85.9K)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	876	QoQ +5.03% (+42) YoY NEW(+876)	All Managers (Combined)	$286.6K	0.0% ($286.6K/$1.4B)	QoQ +5.18% (+$14.1K) YoY NEW(+$286.6K)
(cusip72201R866)✕	5.6K	QoQ -8.62% (-524) YoY -30.63% (-2.5K)	All Managers (Combined)	$286.1K	0.0% ($286.1K/$1.4B)	QoQ -8.94% (-$28.1K) YoY -31.85% (-$133.8K)
(cusip092528843)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$285.0K	0.0% ($285.0K/$1.4B)	QoQ NEW(+$285.0K) YoY NEW(+$285.0K)
(cusip46435G102)✕	3.4K	QoQ +1.07% (-36) YoY NEW(+3.4K)	All Managers (Combined)	$284.2K	0.0% ($284.2K/$1.4B)	QoQ -0.54% (-$1.6K) YoY NEW(+$284.2K)
NeuroPace Inc(NPCEcusip641288105)	23.0K	QoQ 0.00% (+0) YoY +130.00% (+13.0K)	All Managers (Combined)	$282.7K	0.0% ($282.7K/$1.4B)	QoQ +9.83% (+$25.3K) YoY +114.14% (+$150.7K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.1K	QoQ +3.19% (+33) YoY +8.77% (+86)	All Managers (Combined)	$281.9K	0.0% ($281.9K/$1.4B)	QoQ +13.22% (+$32.9K) YoY +24.95% (+$56.3K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	2.5K	QoQ -0.74% (-19) YoY +8.74% (+204)	All Managers (Combined)	$279.2K	0.0% ($279.2K/$1.4B)	QoQ +4.36% (-$11.7K) YoY +14.79% (+$36.0K)
ICICI BANK LTD(IBNcusip45104G104)	8.7K	QoQ +0.16% (+14) YoY -28.19% (-3.4K)	All Managers (Combined)	$274.1K	0.0% ($274.1K/$1.4B)	QoQ +5.72% (+$14.9K) YoY -14.30% (-$45.8K)
ALTRIA GROUP, INC.(MOcusip02209S103)	4.6K	QoQ +2.35% (+105) YoY -24.82% (-1.5K)	All Managers (Combined)	$273.9K	0.0% ($273.9K/$1.4B)	QoQ +17.48% (+$40.8K) YoY +3.42% (-$9.1K)
Nano Nuclear Energy Inc.(NNEcusip63010H108)	10.3K	QoQ +17.30% (+1.5K) YoY NEW(+10.3K)	All Managers (Combined)	$273.6K	0.0% ($273.6K/$1.4B)	QoQ +24.67% (+$54.1K) YoY NEW(+$273.6K)
(cusip33737M300)✕	4.0K	QoQ +11.71% (-416) YoY +4.47% (+170)	All Managers (Combined)	$273.0K	0.0% ($273.0K/$1.4B)	QoQ -0.74% (-$2.0K) YoY +9.41% (+$23.5K)