Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

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 31 of 36

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CORNING INC /NY

GLW|219350105

Shares:5.5K

Value:$252.1K

% of Portfolio:0.0% ($252.1K/$1.4B)

Arista Networks, Inc.

ANET|040413205

Shares:3.2K

Value:$251.0K

% of Portfolio:0.0% ($251.0K/$1.4B)

37954Y814

Shares:9.1K

Value:$250.7K

% of Portfolio:0.0% ($250.7K/$1.4B)

518416102

Shares:8.1K

Value:$250.5K

% of Portfolio:0.0% ($250.5K/$1.4B)

BlackRock Enhanced Global Dividend Trust

BOE|092501105

Shares:23.1K

Value:$250.4K

% of Portfolio:0.0% ($250.4K/$1.4B)

46138E123

Shares:2.1K

Value:$249.5K

% of Portfolio:0.0% ($249.5K/$1.4B)

74933W460

Shares:5.0K

Value:$249.3K

% of Portfolio:0.0% ($249.3K/$1.4B)

33737M102

Shares:3.3K

Value:$248.7K

% of Portfolio:0.0% ($248.7K/$1.4B)

464289420

Shares:3.0K

Value:$248.4K

% of Portfolio:0.0% ($248.4K/$1.4B)

78468R606

Shares:10.6K

Value:$247.6K

% of Portfolio:0.0% ($247.6K/$1.4B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:2.9K

Value:$247.6K

% of Portfolio:0.0% ($247.6K/$1.4B)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

Shares:1.2K

Value:$245.5K

% of Portfolio:0.0% ($245.5K/$1.4B)

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND

CHI|128117108

Shares:25.6K

Value:$245.1K

% of Portfolio:0.0% ($245.1K/$1.4B)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:19.6K

Value:$243.9K

% of Portfolio:0.0% ($243.9K/$1.4B)

337344105

Shares:2.0K

Value:$243.7K

% of Portfolio:0.0% ($243.7K/$1.4B)

98149E303

Shares:3.9K

Value:$243.7K

% of Portfolio:0.0% ($243.7K/$1.4B)

26922A628

Shares:5.0K

Value:$243.4K

% of Portfolio:0.0% ($243.4K/$1.4B)

CRH PUBLIC LTD CO

CRH|G25508105

Shares:2.8K

Value:$243.1K

% of Portfolio:0.0% ($243.1K/$1.4B)

74933W478

Shares:4.8K

Value:$242.3K

% of Portfolio:0.0% ($242.3K/$1.4B)

CALAMOS CONVERTIBLE & HIGH INCOME FUND

CHY|12811P108

Shares:23.9K

Value:$241.6K

% of Portfolio:0.0% ($241.6K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CORNING INC /NY(GLWcusip219350105)	5.5K	QoQ -46.85% (-4.9K) YoY -40.23% (-3.7K)	All Managers (Combined)	$252.1K	0.0% ($252.1K/$1.4B)	QoQ -48.80% (-$240.3K) YoY -16.99% (-$51.6K)
Arista Networks, Inc.(ANETcusip040413205)	3.2K	QoQ -0.64% (-21) YoY NEW(+3.2K)	All Managers (Combined)	$251.0K	0.0% ($251.0K/$1.4B)	QoQ -30.35% (-$109.4K) YoY NEW(+$251.0K)
(cusip37954Y814)✕	9.1K	QoQ +1.99% (-178) YoY +5.19% (+449)	All Managers (Combined)	$250.7K	0.0% ($250.7K/$1.4B)	QoQ -9.96% (-$27.7K) YoY +4.05% (+$9.8K)
(cusip518416102)✕	8.1K	QoQ +1.43% (+114) YoY -3.99% (-336)	All Managers (Combined)	$250.5K	0.0% ($250.5K/$1.4B)	QoQ +10.60% (+$24.0K) YoY +6.26% (-$14.8K)
BlackRock Enhanced Global Dividend Trust(BOEcusip092501105)	23.1K	QoQ -36.99% (-13.6K) YoY -39.35% (-15.0K)	All Managers (Combined)	$250.4K	0.0% ($250.4K/$1.4B)	QoQ -36.53% (-$144.1K) YoY -37.08% (-$147.6K)
(cusip46138E123)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$249.5K	0.0% ($249.5K/$1.4B)	QoQ NEW(+$249.5K) YoY NEW(+$249.5K)
(cusip74933W460)✕	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$249.3K	0.0% ($249.3K/$1.4B)	QoQ NEW(+$249.3K) YoY NEW(+$249.3K)
(cusip33737M102)✕	3.3K	QoQ -6.76% (-241) YoY -4.15% (-144)	All Managers (Combined)	$248.7K	0.0% ($248.7K/$1.4B)	QoQ -12.73% (-$36.3K) YoY -5.07% (-$13.3K)
(cusip464289420)✕	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$248.4K	0.0% ($248.4K/$1.4B)	QoQ NEW(+$248.4K) YoY NEW(+$248.4K)
(cusip78468R606)✕	10.6K	QoQ -17.75% (-2.3K) YoY -27.91% (-4.1K)	All Managers (Combined)	$247.6K	0.0% ($247.6K/$1.4B)	QoQ -17.92% (-$54.1K) YoY -28.03% (-$96.5K)
ENTERGY CORP /DE/(ETRcusip29364G103)	2.9K	QoQ -9.61% (-308) YoY +29.92% (+667)	All Managers (Combined)	$247.6K	0.0% ($247.6K/$1.4B)	QoQ +1.91% (-$4.7K) YoY +5.08% (+$12.0K)
HUNTINGTON INGALLS INDUSTRIES, INC.(HIIcusip446413106)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$245.5K	0.0% ($245.5K/$1.4B)	QoQ NEW(+$245.5K) YoY NEW(+$245.5K)
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND(CHIcusip128117108)	25.6K	QoQ -2.80% (-737) YoY +12.26% (-2.8K)	All Managers (Combined)	$245.1K	0.0% ($245.1K/$1.4B)	QoQ -21.93% (-$68.9K) YoY -5.14% (-$13.3K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	19.6K	QoQ +55.54% (+7.0K) YoY NEW(+19.6K)	All Managers (Combined)	$243.9K	0.0% ($243.9K/$1.4B)	QoQ +45.60% (+$76.4K) YoY NEW(+$243.9K)
(cusip337344105)✕	2.0K	QoQ +4.72% (+91) YoY -2.89% (-60)	All Managers (Combined)	$243.7K	0.0% ($243.7K/$1.4B)	QoQ +1.39% (+$3.4K) YoY -5.21% (-$13.4K)
(cusip98149E303)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$243.7K	0.0% ($243.7K/$1.4B)	QoQ NEW(+$243.7K) YoY NEW(+$243.7K)
(cusip26922A628)✕	5.0K	QoQ -1.56% (-80) YoY +12.77% (+569)	All Managers (Combined)	$243.4K	0.0% ($243.4K/$1.4B)	QoQ +0.74% (-$1.8K) YoY +18.28% (+$37.6K)
CRH PUBLIC LTD CO(CRHcusipG25508105)	2.8K	QoQ -6.74% (-200) YoY +7.59% (+195)	All Managers (Combined)	$243.1K	0.0% ($243.1K/$1.4B)	QoQ -11.33% (-$31.1K) YoY +9.72% (+$21.5K)
(cusip74933W478)✕	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$242.3K	0.0% ($242.3K/$1.4B)	QoQ NEW(+$242.3K) YoY NEW(+$242.3K)
CALAMOS CONVERTIBLE & HIGH INCOME FUND(CHYcusip12811P108)	23.9K	QoQ -4.83% (-1.2K) YoY +10.10% (-2.2K)	All Managers (Combined)	$241.6K	0.0% ($241.6K/$1.4B)	QoQ -20.82% (-$63.6K) YoY -5.84% (-$15.0K)