Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  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,
  "VHT",
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  null,
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  null,
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  null,
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  null,
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  "SCHX",
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  "NOW",
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  "O",
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  null,
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  null,
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  "RSG",
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  "IBM",
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  null,
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  "PRF",
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  null,
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  "TT",
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  null,
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  "AXON",
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  "IDXX",
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  "IVE",
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  "CEF",
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  "BSV",
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  null,
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  "EXPI",
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  null,
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  null,
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  "TER",
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  null,
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  "CRM",
  null,
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  "MTUM",
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  "IUSV",
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  "MCK",
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  "GWW",
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  "FDX",
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  "STE",
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  null,
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  "KO",
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  "ED",
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  "MO",
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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 32 of 36

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HECLA MINING CO/DE/

HL|422704106

Shares:42.8K

Value:$238.2K

% of Portfolio:0.0% ($238.2K/$1.4B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:8.3K

Value:$238.2K

% of Portfolio:0.0% ($238.2K/$1.4B)

74347X294

Shares:4.9K

Value:$237.7K

% of Portfolio:0.0% ($237.7K/$1.4B)

78468R622

Shares:2.5K

Value:$237.6K

% of Portfolio:0.0% ($237.6K/$1.4B)

02156V109

Shares:10.9K

Value:$236.5K

% of Portfolio:0.0% ($236.5K/$1.4B)

Aon plc

AON|G0403H108

Shares:590

Value:$235.5K

% of Portfolio:0.0% ($235.5K/$1.4B)

MCCORMICK & CO INC

MKC|579780206

Shares:2.9K

Value:$235.4K

% of Portfolio:0.0% ($235.4K/$1.4B)

Enphase Energy, Inc.

ENPH|29355A107

Shares:3.8K

Value:$234.2K

% of Portfolio:0.0% ($234.2K/$1.4B)

BP PLC

BP|055622104

Shares:6.9K

Value:$233.2K

% of Portfolio:0.0% ($233.2K/$1.4B)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:1.3K

Value:$232.5K

% of Portfolio:0.0% ($232.5K/$1.4B)

UBS Group AG

UBS|H42097107

Shares:7.6K

Value:$232.2K

% of Portfolio:0.0% ($232.2K/$1.4B)

ARGENX SE

ARGX|04016X101

Shares:392

Value:$232.0K

% of Portfolio:0.0% ($232.0K/$1.4B)

Energy Transfer LP

ET|29273V100

Shares:12.5K

Value:$231.8K

% of Portfolio:0.0% ($231.8K/$1.4B)

46137V274

Shares:3.3K

Value:$231.5K

% of Portfolio:0.0% ($231.5K/$1.4B)

37954Y715

Shares:8.1K

Value:$231.4K

% of Portfolio:0.0% ($231.4K/$1.4B)

92203J407

BNDX|92203J407

Shares:4.7K

Value:$231.3K

% of Portfolio:0.0% ($231.3K/$1.4B)

37954Y848

SIL|37954Y848

Shares:5.9K

Value:$231.2K

% of Portfolio:0.0% ($231.2K/$1.4B)

72201R874

Shares:4.6K

Value:$230.7K

% of Portfolio:0.0% ($230.7K/$1.4B)

00162Q593

Shares:8.1K

Value:$230.3K

% of Portfolio:0.0% ($230.3K/$1.4B)

78464A805

Shares:3.4K

Value:$230.2K

% of Portfolio:0.0% ($230.2K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
HECLA MINING CO/DE/(HLcusip422704106)	42.8K	QoQ +0.01% (+5) YoY +8.56% (+3.4K)	All Managers (Combined)	$238.2K	0.0% ($238.2K/$1.4B)	QoQ +13.25% (+$27.9K) YoY +25.48% (+$48.4K)
KINDER MORGAN, INC.(KMIcusip49456B101)	8.3K	QoQ -4.02% (-350) YoY -57.09% (-11.1K)	All Managers (Combined)	$238.2K	0.0% ($238.2K/$1.4B)	QoQ -0.06% (-$155) YoY -33.25% (-$118.7K)
(cusip74347X294)✕	4.9K	QoQ -6.51% (-340) YoY -20.10% (-1.2K)	All Managers (Combined)	$237.7K	0.0% ($237.7K/$1.4B)	QoQ -7.69% (-$19.8K) YoY -20.90% (-$62.8K)
(cusip78468R622)✕	2.5K	QoQ -6.90% (-185) YoY -47.84% (-2.3K)	All Managers (Combined)	$237.6K	0.0% ($237.6K/$1.4B)	QoQ -7.06% (-$18.1K) YoY -56.06% (-$303.2K)
(cusip02156V109)✕	10.9K	QoQ -3.69% (-419) YoY NEW(+10.9K)	All Managers (Combined)	$236.5K	0.0% ($236.5K/$1.4B)	QoQ -1.87% (-$4.5K) YoY NEW(+$236.5K)
Aon plc(AONcusipG0403H108)	590	QoQ +2.43% (+14) YoY -68.44% (-1.3K)	All Managers (Combined)	$235.5K	0.0% ($235.5K/$1.4B)	QoQ +13.81% (+$28.6K) YoY -62.26% (-$388.5K)
MCCORMICK & CO INC(MKCcusip579780206)	2.9K	QoQ -3.14% (-93) YoY -11.53% (-373)	All Managers (Combined)	$235.4K	0.0% ($235.4K/$1.4B)	QoQ +4.55% (-$10.3K) YoY -5.20% (-$12.9K)
Enphase Energy, Inc.(ENPHcusip29355A107)	3.8K	QoQ +23.25% (+712) YoY -22.44% (-1.1K)	All Managers (Combined)	$234.2K	0.0% ($234.2K/$1.4B)	QoQ +11.35% (+$23.9K) YoY -60.21% (-$354.5K)
BP PLC(BPcusip055622104)	6.9K	QoQ -20.17% (-1.7K) YoY +1.12% (-77)	All Managers (Combined)	$233.2K	0.0% ($233.2K/$1.4B)	QoQ -8.75% (-$22.4K) YoY -9.31% (-$24.0K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	1.3K	QoQ -11.50% (-175) YoY -54.27% (-1.6K)	All Managers (Combined)	$232.5K	0.0% ($232.5K/$1.4B)	QoQ -4.73% (-$11.6K) YoY -49.31% (-$226.2K)
UBS Group AG(UBScusipH42097107)	7.6K	QoQ -0.24% (-19) YoY -20.88% (-2.0K)	All Managers (Combined)	$232.2K	0.0% ($232.2K/$1.4B)	QoQ +0.76% (-$1.8K) YoY -21.12% (-$62.2K)
ARGENX SE(ARGXcusip04016X101)	392	QoQ +1.55% (-6) YoY NEW(+392)	All Managers (Combined)	$232.0K	0.0% ($232.0K/$1.4B)	QoQ -2.26% (-$5.4K) YoY NEW(+$232.0K)
Energy Transfer LP(ETcusip29273V100)	12.5K	QoQ -31.63% (-5.8K) YoY -35.22% (-6.8K)	All Managers (Combined)	$231.8K	0.0% ($231.8K/$1.4B)	QoQ -35.12% (-$125.5K) YoY -23.44% (-$71.0K)
(cusip46137V274)✕	3.3K	QoQ -3.17% (-109) YoY -8.37% (-304)	All Managers (Combined)	$231.5K	0.0% ($231.5K/$1.4B)	QoQ +2.58% (-$5.8K) YoY +12.76% (-$26.2K)
(cusip37954Y715)✕	8.1K	QoQ -3.28% (-276) YoY -12.85% (-1.2K)	All Managers (Combined)	$231.4K	0.0% ($231.4K/$1.4B)	QoQ -13.84% (-$37.2K) YoY -22.02% (-$65.4K)
(BNDXcusip92203J407)	4.7K	QoQ -57.26% (-6.3K) YoY -53.73% (-5.5K)	All Managers (Combined)	$231.3K	0.0% ($231.3K/$1.4B)	QoQ -57.46% (-$312.5K) YoY -54.08% (-$272.5K)
(SILcusip37954Y848)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$231.2K	0.0% ($231.2K/$1.4B)	QoQ NEW(+$231.2K) YoY NEW(+$231.2K)
(cusip72201R874)✕	4.6K	QoQ -72.19% (-12.0K) YoY -62.04% (-7.5K)	All Managers (Combined)	$230.7K	0.0% ($230.7K/$1.4B)	QoQ -72.09% (-$596.3K) YoY -61.95% (-$375.7K)
(cusip00162Q593)✕	8.1K	QoQ -0.76% (-62) YoY +10.84% (-790)	All Managers (Combined)	$230.3K	0.0% ($230.3K/$1.4B)	QoQ -14.31% (-$38.5K) YoY -11.58% (-$30.2K)
(cusip78464A805)✕	3.4K	QoQ -24.67% (-1.1K) YoY -60.09% (-5.1K)	All Managers (Combined)	$230.2K	0.0% ($230.2K/$1.4B)	QoQ -28.28% (-$90.8K) YoY -56.43% (-$298.2K)