Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  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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  "BROS",
  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,
  "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,
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  null,
  null,
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  "SCHX",
  null,
  null,
  "NOW",
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  "SHOP",
  "O",
  "SNA",
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  null,
  "SAP",
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  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  null,
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  "IBM",
  "SYK",
  "SBUX",
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  "TWLO",
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  null,
  "VOE",
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  "SD",
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  null,
  null,
  "VWO",
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  null,
  "IWV",
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  null,
  "PRF",
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  "VCIT",
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  "EFR",
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  "VIG",
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  "LYG",
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  null,
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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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  "NFG",
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  null,
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  "AXON",
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  "WEC",
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  "AJG",
  "WM",
  "IWP",
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  "WCN",
  "TTC",
  null,
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  "PAC",
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  "IDXX",
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  "NVO",
  null,
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  null,
  "CHY",
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  null,
  "IVE",
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  null,
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  "HII",
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  "CEF",
  "HDB",
  null,
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  "VEU",
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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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  "XEL",
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  null,
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  "EXPI",
  "GRMN",
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  null,
  "SCHD",
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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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  "MKL",
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  "TER",
  "SO",
  null,
  null,
  "TTD",
  "TRP",
  null,
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  "CRM",
  null,
  "SYY",
  "DIA",
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  null,
  null,
  null,
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  "MTUM",
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  "IUSV",
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  "DGRO",
  "MCK",
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  null,
  "GWW",
  "ESGU",
  null,
  "PZZA",
  null,
  null,
  null,
  "FDX",
  null,
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  "STE",
  "KMB",
  "LULU",
  "ADP",
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  "BRK-B",
  "BKH",
  null,
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  null,
  "BCX",
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  "BTI",
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  "LEU",
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  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
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  "KO",
  "CCEP",
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  "COP",
  "STZ",
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  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRH",
  "CRWD",
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  "DE",
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  null,
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  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
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  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
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  "ETN",
  "GOOG",
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  "TSLA",
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  "PM",
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  null,
  null,
  "MO",
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  "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 • $1,423,304.855K total value

707 positions

Manager:

SEC FilingSEC DataHachi Filing

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921908844

VIG|921908844

Shares:37.8K

Value:$7.3M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:13.6K

Value:$7.2M

92206C870

VCIT|92206C870

Shares:88.4K

Value:$7.2M

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:7.6K

Value:$7.2M

78464A375

Shares:211.4K

Value:$7.0M

92189F643

Shares:79.4K

Value:$7.0M

78468R663

Shares:70.1K

Value:$6.4M

46641Q845

Shares:140.6K

Value:$6.1M

Meta Platforms, Inc.

META|30303M102

Shares:10.3K

Value:$5.9M

33740F805

Shares:134.7K

Value:$5.9M

69374H105

Shares:114.5K

Value:$5.9M

78464A821

Shares:66.8K

Value:$5.3M

464289859

Shares:69.3K

Value:$5.3M

33741X102

Shares:158.0K

Value:$5.3M

464288414

MUB|464288414

Shares:49.7K

Value:$5.2M

81369Y506

Shares:56.0K

Value:$5.2M

78464A474

Shares:169.9K

Value:$5.1M

ELI LILLY & Co

LLY|532457108

Shares:6.2K

Value:$5.1M

381430529

Shares:50.3K

Value:$5.0M

922908363

VOO|922908363

Shares:9.7K

Value:$5.0M

Instrument	Shares		Other Manager	Value
(VIGcusip921908844)	37.8K	QoQ -28.93% (-15.4K) YoY +0.53% (+201)	All Managers (Combined)	$7.3M	QoQ -29.60% (-$3.1M) YoY +6.80% (+$466.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	13.6K	QoQ -35.57% (-7.5K) YoY -39.66% (-8.9K)	All Managers (Combined)	$7.2M	QoQ -24.29% (-$2.3M) YoY -23.58% (-$2.2M)
(VCITcusip92206C870)	88.4K	QoQ -24.45% (-28.6K) YoY -9.38% (-9.2K)	All Managers (Combined)	$7.2M	QoQ -23.04% (-$2.2M) YoY -7.97% (-$626.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	7.6K	QoQ -26.59% (-2.8K) YoY -35.91% (-4.3K)	All Managers (Combined)	$7.2M	QoQ -24.22% (-$2.3M) YoY -17.26% (-$1.5M)
(cusip78464A375)✕	211.4K	QoQ +4.12% (+8.4K) YoY +152.10% (+127.6K)	All Managers (Combined)	$7.0M	QoQ +5.65% (+$375.9K) YoY +157.05% (+$4.3M)
(cusip92189F643)✕	79.4K	QoQ +7.25% (+5.4K) YoY +1.92% (-1.5K)	All Managers (Combined)	$7.0M	QoQ +1.78% (+$122.7K) YoY -0.23% (-$16.3K)
(cusip78468R663)✕	70.1K	QoQ -23.10% (-21.1K) YoY -39.66% (-46.1K)	All Managers (Combined)	$6.4M	QoQ -23.04% (-$1.9M) YoY -40.30% (-$4.3M)
(cusip46641Q845)✕	140.6K	QoQ +0.26% (-366) YoY +18.69% (+22.1K)	All Managers (Combined)	$6.1M	QoQ -6.63% (-$435.5K) YoY +14.46% (+$774.7K)
Meta Platforms, Inc.(METAcusip30303M102)	10.3K	QoQ 0.00% (-0) YoY +9.43% (+889)	All Managers (Combined)	$5.9M	QoQ -1.56% (-$94.4K) YoY +29.88% (+$1.4M)
(cusip33740F805)✕	134.7K	QoQ +4.16% (+5.4K) YoY -3.67% (-5.1K)	All Managers (Combined)	$5.9M	QoQ +6.27% (+$348.6K) YoY -3.14% (-$191.5K)
(cusip69374H105)✕	114.5K	QoQ +12.99% (+13.2K) YoY +10.41% (+10.8K)	All Managers (Combined)	$5.9M	QoQ +8.78% (+$475.7K) YoY +18.37% (+$914.8K)
(cusip78464A821)✕	66.8K	QoQ +865.68% (+59.9K) YoY +879.56% (+60.0K)	All Managers (Combined)	$5.3M	QoQ +783.11% (+$4.7M) YoY +791.74% (+$4.7M)
(cusip464289859)✕	69.3K	QoQ +3.87% (+2.6K) YoY +66.82% (+27.7K)	All Managers (Combined)	$5.3M	QoQ +3.72% (+$190.3K) YoY +47.56% (+$1.7M)
(cusip33741X102)✕	158.0K	QoQ -5.97% (-10.0K) YoY +46.73% (+50.3K)	All Managers (Combined)	$5.3M	QoQ -12.14% (-$731.5K) YoY +41.17% (+$1.5M)
(MUBcusip464288414)	49.7K	QoQ +28.78% (+11.1K) YoY +97.17% (+24.5K)	All Managers (Combined)	$5.2M	QoQ +27.43% (+$1.1M) YoY +99.21% (+$2.6M)
(cusip81369Y506)✕	56.0K	QoQ -49.95% (-55.9K) YoY -39.06% (-35.9K)	All Managers (Combined)	$5.2M	QoQ -45.40% (-$4.3M) YoY -39.73% (-$3.4M)
(cusip78464A474)✕	169.9K	QoQ +56.96% (+61.7K) YoY +90.86% (+80.9K)	All Managers (Combined)	$5.1M	QoQ +58.22% (+$1.9M) YoY +92.98% (+$2.5M)
ELI LILLY & Co(LLYcusip532457108)	6.2K	QoQ +2.96% (+178) YoY -19.35% (-1.5K)	All Managers (Combined)	$5.1M	QoQ +10.15% (+$471.4K) YoY -14.38% (-$859.1K)
(cusip381430529)✕	50.3K	QoQ -0.97% (-496) YoY +17.78% (+7.6K)	All Managers (Combined)	$5.0M	QoQ -0.72% (-$36.5K) YoY +16.95% (+$730.4K)
(VOOcusip922908363)	9.7K	QoQ +2.73% (-257) YoY +50.52% (+3.2K)	All Managers (Combined)	$5.0M	QoQ -2.01% (-$102.1K) YoY +72.41% (+$2.1M)