Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  "PINS",
  "SE",
  "INSM",
  "GTX",
  "MPWR",
  "ARGX",
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  null,
  "XP",
  "BROS",
  null,
  null,
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  null,
  "SNOW",
  "MU",
  null,
  null,
  null,
  "ACN",
  null,
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  null,
  null,
  "VONG",
  null,
  "NNE",
  "ALL",
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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,
  "VHT",
  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,
  null,
  "REGN",
  null,
  null,
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  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
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  "O",
  "SNA",
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  null,
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  null,
  null,
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  null,
  "BP",
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  null,
  "RSG",
  null,
  null,
  null,
  null,
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  "IBM",
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  null,
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  null,
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  "PRF",
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  "VCIT",
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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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  "DECK",
  "WEC",
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  "AJG",
  "WM",
  "IWP",
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  "WCN",
  "TTC",
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  "IDXX",
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  "AOS",
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  null,
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  "IVE",
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  null,
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  "HII",
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  "CEF",
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  null,
  "HBAN",
  "VEU",
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  "BNDX",
  "VTEB",
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  "VBR",
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  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
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  null,
  "WFC",
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  null,
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  "XEL",
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  "IUSG",
  null,
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  null,
  "EXPI",
  "GRMN",
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  null,
  "SCHD",
  "ET",
  null,
  "DVY",
  "CHKP",
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  null,
  "SCHF",
  "JKHY",
  "NDSN",
  "INFY",
  null,
  "NXPI",
  "MKL",
  "MNDY",
  "TER",
  "SO",
  null,
  null,
  "TTD",
  "TRP",
  null,
  "PSX",
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  "CRM",
  null,
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "MTUM",
  "HALO",
  null,
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  "IUSV",
  null,
  "MELI",
  "TRI.TO",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "GWW",
  "ESGU",
  null,
  "PZZA",
  null,
  null,
  null,
  "FDX",
  null,
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  "STE",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BBVA",
  "BRK-B",
  "BKH",
  null,
  "BA",
  null,
  "BCX",
  "BMY",
  "BTI",
  "BIP",
  "BWXT",
  "CCJ",
  "CNI",
  "CDNS",
  "CARR",
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  "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",
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  "DFAX",
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  "DOCU",
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  null,
  "IJT",
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  "IJJ",
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  "NEE",
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  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
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  "LLY",
  "TSLA",
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  "NFLX",
  "PM",
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  "MO",
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  "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 30 of 36

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Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:9.2K

Value:$272.6K

% of Portfolio:0.0% ($272.6K/$1.4B)

78464A631

Shares:1.7K

Value:$270.5K

% of Portfolio:0.0% ($270.5K/$1.4B)

UNILEVER PLC

UL|904767704

Shares:4.5K

Value:$269.4K

% of Portfolio:0.0% ($269.4K/$1.4B)

Spok Holdings, Inc

SPOK|84863T106

Shares:16.3K

Value:$268.8K

% of Portfolio:0.0% ($268.8K/$1.4B)

47103U845

Shares:5.3K

Value:$267.9K

% of Portfolio:0.0% ($267.9K/$1.4B)

46435U713

Shares:5.9K

Value:$267.2K

% of Portfolio:0.0% ($267.2K/$1.4B)

464287556

Shares:2.2K

Value:$263.2K

% of Portfolio:0.0% ($263.2K/$1.4B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:6.4K

Value:$263.0K

% of Portfolio:0.0% ($263.0K/$1.4B)

Trane Technologies plc

TT|G8994E103

Shares:778

Value:$262.1K

% of Portfolio:0.0% ($262.1K/$1.4B)

37954Y889

Shares:3.9K

Value:$262.0K

% of Portfolio:0.0% ($262.0K/$1.4B)

464287648

IWO|464287648

Shares:1.0K

Value:$261.6K

% of Portfolio:0.0% ($261.6K/$1.4B)

GENERAL MILLS INC

GIS|370334104

Shares:4.4K

Value:$260.2K

% of Portfolio:0.0% ($260.2K/$1.4B)

922908512

VOE|922908512

Shares:1.6K

Value:$259.3K

% of Portfolio:0.0% ($259.3K/$1.4B)

CAMECO CORP

CCJ|13321L108

Shares:6.3K

Value:$259.2K

% of Portfolio:0.0% ($259.2K/$1.4B)

NOVARTIS AG

NVS|66987V109

Shares:2.3K

Value:$258.8K

% of Portfolio:0.0% ($258.8K/$1.4B)

00214Q708

Shares:7.8K

Value:$257.9K

% of Portfolio:0.0% ($257.9K/$1.4B)

METLIFE INC

MET|59156R108

Shares:3.2K

Value:$256.5K

% of Portfolio:0.0% ($256.5K/$1.4B)

464287549

Shares:2.8K

Value:$256.0K

% of Portfolio:0.0% ($256.0K/$1.4B)

TC ENERGY CORP

TRP|87807B107

Shares:5.4K

Value:$254.3K

% of Portfolio:0.0% ($254.3K/$1.4B)

Booking Holdings Inc.

BKNG|09857L108

Shares:55

Value:$253.4K

% of Portfolio:0.0% ($253.4K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	9.2K	QoQ +1.32% (-120) YoY -6.62% (-649)	All Managers (Combined)	$272.6K	0.0% ($272.6K/$1.4B)	QoQ -5.04% (-$14.5K) YoY -10.86% (-$33.2K)
(cusip78464A631)✕	1.7K	QoQ -83.53% (-8.5K) YoY -7.98% (-146)	All Managers (Combined)	$270.5K	0.0% ($270.5K/$1.4B)	QoQ -84.03% (-$1.4M) YoY +5.26% (-$13.5K)
UNILEVER PLC(ULcusip904767704)	4.5K	QoQ -18.29% (-1.0K) YoY NEW(+4.5K)	All Managers (Combined)	$269.4K	0.0% ($269.4K/$1.4B)	QoQ -14.17% (-$44.5K) YoY NEW(+$269.4K)
Spok Holdings, Inc(SPOKcusip84863T106)	16.3K	QoQ -3.89% (-662) YoY -4.88% (-840)	All Managers (Combined)	$268.8K	0.0% ($268.8K/$1.4B)	QoQ -1.55% (-$4.2K) YoY -1.96% (-$5.4K)
(cusip47103U845)✕	5.3K	QoQ -10.20% (-600) YoY -97.58% (-213.5K)	All Managers (Combined)	$267.9K	0.0% ($267.9K/$1.4B)	QoQ -10.19% (-$30.4K) YoY -97.58% (-$10.8M)
(cusip46435U713)✕	5.9K	QoQ NEW(+5.9K) YoY +18.56% (+928)	All Managers (Combined)	$267.2K	0.0% ($267.2K/$1.4B)	QoQ NEW(+$267.2K) YoY +23.23% (+$50.4K)
(cusip464287556)✕	2.2K	QoQ -77.98% (-7.8K) YoY +9.07% (-182)	All Managers (Combined)	$263.2K	0.0% ($263.2K/$1.4B)	QoQ -79.96% (-$1.1M) YoY -2.02% (-$5.4K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	6.4K	QoQ -66.21% (-12.5K) YoY -67.56% (-13.3K)	All Managers (Combined)	$263.0K	0.0% ($263.0K/$1.4B)	QoQ -67.95% (-$557.7K) YoY -65.75% (-$505.1K)
Trane Technologies plc(TTcusipG8994E103)	778	QoQ NEW(+778) YoY NEW(+778)	All Managers (Combined)	$262.1K	0.0% ($262.1K/$1.4B)	QoQ NEW(+$262.1K) YoY NEW(+$262.1K)
(cusip37954Y889)✕	3.9K	QoQ -0.74% (-29) YoY +21.75% (+693)	All Managers (Combined)	$262.0K	0.0% ($262.0K/$1.4B)	QoQ -5.37% (-$14.9K) YoY +29.21% (+$59.2K)
(IWOcusip464287648)	1.0K	QoQ -47.70% (-934) YoY -50.95% (-1.1K)	All Managers (Combined)	$261.6K	0.0% ($261.6K/$1.4B)	QoQ -53.57% (-$301.9K) YoY -53.73% (-$303.8K)
GENERAL MILLS INC(GIScusip370334104)	4.4K	QoQ -23.20% (-1.3K) YoY -39.23% (-2.8K)	All Managers (Combined)	$260.2K	0.0% ($260.2K/$1.4B)	QoQ -28.00% (-$101.2K) YoY -48.08% (-$240.9K)
(VOEcusip922908512)	1.6K	QoQ -80.37% (-6.6K) YoY -79.21% (-6.2K)	All Managers (Combined)	$259.3K	0.0% ($259.3K/$1.4B)	QoQ -80.52% (-$1.1M) YoY -78.60% (-$952.3K)
CAMECO CORP(CCJcusip13321L108)	6.3K	QoQ -26.38% (-2.3K) YoY NEW(+6.3K)	All Managers (Combined)	$259.2K	0.0% ($259.2K/$1.4B)	QoQ -41.03% (-$180.4K) YoY NEW(+$259.2K)
NOVARTIS AG(NVScusip66987V109)	2.3K	QoQ -73.68% (-6.5K) YoY -76.65% (-7.6K)	All Managers (Combined)	$258.8K	0.0% ($258.8K/$1.4B)	QoQ -69.85% (-$599.7K) YoY -73.09% (-$703.2K)
(cusip00214Q708)✕	7.8K	QoQ -6.51% (-540) YoY -73.95% (-22.0K)	All Managers (Combined)	$257.9K	0.0% ($257.9K/$1.4B)	QoQ -16.07% (-$49.4K) YoY -71.43% (-$644.9K)
METLIFE INC(METcusip59156R108)	3.2K	QoQ -8.00% (-278) YoY -18.56% (-728)	All Managers (Combined)	$256.5K	0.0% ($256.5K/$1.4B)	QoQ -9.78% (-$27.8K) YoY -11.75% (-$34.2K)
(cusip464287549)✕	2.8K	QoQ -0.35% (-10) YoY -4.20% (-124)	All Managers (Combined)	$256.0K	0.0% ($256.0K/$1.4B)	QoQ -11.52% (-$33.3K) YoY +0.78% (-$2.0K)
TC ENERGY CORP(TRPcusip87807B107)	5.4K	QoQ -15.11% (-959) YoY -21.52% (-1.5K)	All Managers (Combined)	$254.3K	0.0% ($254.3K/$1.4B)	QoQ -13.92% (-$41.1K) YoY -7.86% (-$21.7K)
Booking Holdings Inc.(BKNGcusip09857L108)	55	QoQ 0.00% (-0) YoY -20.28% (-14)	All Managers (Combined)	$253.4K	0.0% ($253.4K/$1.4B)	QoQ -7.27% (-$19.9K) YoY +1.22% (-$3.1K)