Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "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,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
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  "A",
  "BABA",
  "RVT",
  null,
  null,
  "VONG",
  null,
  "NNE",
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  "GOOGL",
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  null,
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  "SENS",
  null,
  null,
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  "T",
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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,
  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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  "MRK",
  null,
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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",
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  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  null,
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  "IBM",
  "SYK",
  "SBUX",
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  "TMO",
  "TJX",
  "TFC",
  "TWLO",
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  "UBS",
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  "UL",
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  "BIV",
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  "VO",
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  "HL",
  "WMS",
  "SOUN",
  null,
  "VOE",
  "MNST",
  "HUT",
  "SD",
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  "NPCE",
  null,
  null,
  "VWO",
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  null,
  null,
  "IWV",
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  null,
  "PRF",
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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",
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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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  "NFG",
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  null,
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  "AXON",
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  "WEC",
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  "IDXX",
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  "IVE",
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  null,
  null,
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  "HII",
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  "CEF",
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  null,
  "HBAN",
  "VEU",
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  "BNDX",
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  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WABC",
  null,
  "WFC",
  "WEN",
  "WELL",
  "WMB",
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  null,
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  "XEL",
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  null,
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  null,
  "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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  "MKL",
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  "TER",
  "SO",
  null,
  null,
  "TTD",
  "TRP",
  null,
  "PSX",
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  "CRM",
  null,
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  null,
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  "MTUM",
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  null,
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  "IUSV",
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  "MELI",
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  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "GWW",
  "ESGU",
  null,
  "PZZA",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "STE",
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  "BRK-B",
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  null,
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  null,
  "BCX",
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  "CTAS",
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  "KO",
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  "ED",
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  null,
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  "PM",
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  null,
  null,
  "MO",
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  "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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Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:9.2K

Value:$272.6K

78464A631

Shares:1.7K

Value:$270.5K

UNILEVER PLC

UL|904767704

Shares:4.5K

Value:$269.4K

Spok Holdings, Inc

SPOK|84863T106

Shares:16.3K

Value:$268.8K

47103U845

Shares:5.3K

Value:$267.9K

46435U713

Shares:5.9K

Value:$267.2K

464287556

Shares:2.2K

Value:$263.2K

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:6.4K

Value:$263.0K

Trane Technologies plc

TT|G8994E103

Shares:778

Value:$262.1K

37954Y889

Shares:3.9K

Value:$262.0K

464287648

IWO|464287648

Shares:1.0K

Value:$261.6K

GENERAL MILLS INC

GIS|370334104

Shares:4.4K

Value:$260.2K

922908512

VOE|922908512

Shares:1.6K

Value:$259.3K

CAMECO CORP

CCJ|13321L108

Shares:6.3K

Value:$259.2K

NOVARTIS AG

NVS|66987V109

Shares:2.3K

Value:$258.8K

00214Q708

Shares:7.8K

Value:$257.9K

METLIFE INC

MET|59156R108

Shares:3.2K

Value:$256.5K

464287549

Shares:2.8K

Value:$256.0K

TC ENERGY CORP

TRP|87807B107

Shares:5.4K

Value:$254.3K

Booking Holdings Inc.

BKNG|09857L108

Shares:55

Value:$253.4K

Instrument	Shares		Other Manager	Value
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	9.2K	QoQ +1.32% (-120) YoY -6.62% (-649)	All Managers (Combined)	$272.6K	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	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	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	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	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	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	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	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	QoQ NEW(+$262.1K) YoY NEW(+$262.1K)
(cusip37954Y889)✕	3.9K	QoQ -0.74% (-29) YoY +21.75% (+693)	All Managers (Combined)	$262.0K	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	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	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	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	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	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	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	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	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	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	QoQ -7.27% (-$19.9K) YoY +1.22% (-$3.1K)