Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "PINS",
  "SE",
  "INSM",
  "GTX",
  "MPWR",
  "ARGX",
  "GDX",
  null,
  "XP",
  "BROS",
  null,
  null,
  "SMCI",
  null,
  "SNOW",
  "MU",
  null,
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "RVT",
  null,
  null,
  "VONG",
  null,
  "NNE",
  "ALL",
  "GOOGL",
  "PXF",
  "VDE",
  null,
  "RIG",
  "QQQX",
  "SENS",
  null,
  null,
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  "T",
  "BLK",
  null,
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "BRO",
  null,
  "CP.TO",
  "BDJ",
  "ARCC",
  "BBDC",
  "BITF",
  null,
  null,
  null,
  "RQI",
  null,
  null,
  null,
  "DUK",
  null,
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  "EVT",
  "PSQH",
  null,
  "MARA",
  null,
  null,
  null,
  null,
  null,
  "QS",
  null,
  null,
  null,
  "LOGI",
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  "IBN",
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
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  null,
  null,
  null,
  "FBIO",
  null,
  null,
  "UNP",
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  "QCOM",
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  null,
  null,
  "FUBO",
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  null,
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  null,
  null,
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  null,
  null,
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  "EMR",
  null,
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  null,
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  null,
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  null,
  "IVW",
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  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
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  "DXYZ",
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  null,
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  null,
  null,
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  null,
  null,
  null,
  "KNSL",
  null,
  "KMI",
  null,
  null,
  "LRCX",
  "IWS",
  null,
  "LIN",
  "RCAT",
  null,
  null,
  null,
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  null,
  null,
  null,
  "MPC",
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  null,
  null,
  "PWR",
  null,
  null,
  null,
  null,
  "MA",
  null,
  null,
  null,
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "MS",
  "ENPH",
  "EQIX",
  null,
  "GE",
  "GPC",
  null,
  null,
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  "NU",
  null,
  "ODFL",
  null,
  null,
  null,
  "ICLR",
  "SMR",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  null,
  "VGSH",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "LPLA",
  "MKC",
  "JPC",
  "AMGN",
  "KVUE",
  null,
  "MSTR",
  null,
  null,
  "REGN",
  null,
  null,
  "SPGI",
  "RELX",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "O",
  "SNA",
  "RIO",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "HL",
  "WMS",
  "SOUN",
  null,
  "VOE",
  "MNST",
  "HUT",
  "SD",
  "AQST",
  "NPCE",
  null,
  null,
  "VWO",
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  null,
  "VCIT",
  null,
  "PRMB",
  null,
  "EFR",
  "NGG",
  null,
  "DSL",
  null,
  "VIG",
  null,
  "MCHX",
  null,
  "LYG",
  null,
  "TTE",
  null,
  null,
  null,
  "TOST",
  "TXT",
  "TSCO",
  "IWO",
  "XLB",
  "SNY",
  "IEF",
  "GGG",
  "GOSS",
  null,
  "TSM",
  "SMG",
  null,
  null,
  "RMD",
  null,
  null,
  "CHPT",
  null,
  "ETR",
  "VYM",
  null,
  null,
  null,
  "TT",
  "VRSK",
  "MEDP",
  "QLYS",
  "NFG",
  "ADSK",
  "AON",
  "AMCR",
  "SFM",
  "ACGL",
  null,
  null,
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "DOV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "TTC",
  null,
  "GSLC",
  "AEP",
  "SGOL",
  "PAC",
  null,
  null,
  null,
  null,
  "IDXX",
  null,
  "AOS",
  "RACE",
  "FDS",
  "NVO",
  null,
  "AMZN",
  "SCHB",
  null,
  "CHY",
  null,
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "HII",
  null,
  null,
  null,
  "CEF",
  "HDB",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "MGK",
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WABC",
  null,
  "WFC",
  "WEN",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  "XEL",
  "WDAY",
  "IUSG",
  null,
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  null,
  null,
  "EXPI",
  "GRMN",
  "OPXS",
  "CNQ",
  null,
  "SCHD",
  "ET",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "JKHY",
  "NDSN",
  "INFY",
  null,
  "NXPI",
  "MKL",
  "MNDY",
  "TER",
  "SO",
  null,
  null,
  "TTD",
  "TRP",
  null,
  "PSX",
  "SSD",
  "CRM",
  null,
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "MTUM",
  "HALO",
  null,
  null,
  "IUSV",
  null,
  "MELI",
  "TRI.TO",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "GWW",
  "ESGU",
  null,
  "PZZA",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BBVA",
  "BRK-B",
  "BKH",
  null,
  "BA",
  null,
  "BCX",
  "BMY",
  "BTI",
  "BIP",
  "BWXT",
  "CCJ",
  "CNI",
  "CDNS",
  "CARR",
  "CAVA",
  "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",
  "DXCM",
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DLR",
  "DOCU",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "MCO",
  "USMV",
  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "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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81369Y407

Shares:1.2K

Value:$229.7K

46138G862

Shares:9.2K

Value:$229.0K

monday.com Ltd.

MNDY|M7S64H106

Shares:940

Value:$228.6K

SCOTTS MIRACLE-GRO CO

SMG|810186106

Shares:4.2K

Value:$228.5K

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.9K

Value:$227.9K

DoubleLine Income Solutions Fund

DSL|258622109

Shares:17.9K

Value:$225.1K

Primo Brands Corp

PRMB|741623102

Shares:6.3K

Value:$224.5K

301505707

Shares:4.3K

Value:$220.7K

COCA-COLA EUROPACIFIC PARTNERS plc

CCEP|G25839104

Shares:2.5K

Value:$219.3K

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.2K

Value:$219.2K

33739E108

Shares:12.3K

Value:$217.1K

46138E743

PXF|46138E743

Shares:4.2K

Value:$216.7K

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

BBVA|05946K101

Shares:15.7K

Value:$214.1K

69374H204

Shares:6.2K

Value:$213.7K

33737A108

Shares:1.9K

Value:$213.7K

949746804

Shares:177

Value:$213.0K

336917109

Shares:4.9K

Value:$212.6K

33733E302

Shares:954

Value:$211.9K

CENTRUS ENERGY CORP

LEU|15643U104

Shares:3.4K

Value:$210.6K

66538H369

Shares:7.3K

Value:$209.8K

Instrument	Shares		Other Manager	Value
(cusip81369Y407)✕	1.2K	QoQ -26.99% (-430) YoY -24.77% (-383)	All Managers (Combined)	$229.7K	QoQ -35.70% (-$127.6K) YoY -19.17% (-$54.5K)
(cusip46138G862)✕	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$229.0K	QoQ NEW(+$229.0K) YoY NEW(+$229.0K)
monday.com Ltd.(MNDYcusipM7S64H106)	940	QoQ -8.73% (-90) YoY -24.00% (-297)	All Managers (Combined)	$228.6K	QoQ -5.74% (-$13.9K) YoY -18.19% (-$50.8K)
SCOTTS MIRACLE-GRO CO(SMGcusip810186106)	4.2K	QoQ +9.75% (-370) YoY +2.68% (-109)	All Managers (Combined)	$228.5K	QoQ -9.20% (-$23.2K) YoY -24.44% (-$73.9K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.9K	QoQ -4.68% (-92) YoY NEW(+1.9K)	All Managers (Combined)	$227.9K	QoQ -3.89% (-$9.2K) YoY NEW(+$227.9K)
DoubleLine Income Solutions Fund(DSLcusip258622109)	17.9K	QoQ -1.10% (-200) YoY -12.37% (-2.5K)	All Managers (Combined)	$225.1K	QoQ -0.79% (-$1.8K) YoY -12.99% (-$33.6K)
Primo Brands Corp(PRMBcusip741623102)	6.3K	QoQ -32.17% (-3.0K) YoY NEW(+6.3K)	All Managers (Combined)	$224.5K	QoQ -21.76% (-$62.5K) YoY NEW(+$224.5K)
(cusip301505707)✕	4.3K	QoQ +17.61% (+642) YoY NEW(+4.3K)	All Managers (Combined)	$220.7K	QoQ +7.67% (+$15.7K) YoY NEW(+$220.7K)
COCA-COLA EUROPACIFIC PARTNERS plc(CCEPcusipG25839104)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$219.3K	QoQ NEW(+$219.3K) YoY NEW(+$219.3K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.2K	QoQ -28.75% (-482) YoY -25.04% (-399)	All Managers (Combined)	$219.2K	QoQ -40.82% (-$151.2K) YoY -49.36% (-$213.7K)
(cusip33739E108)✕	12.3K	QoQ +2.61% (+315) YoY -9.32% (-1.3K)	All Managers (Combined)	$217.1K	QoQ +1.98% (+$4.2K) YoY -7.91% (-$18.7K)
(PXFcusip46138E743)	4.2K	QoQ -25.75% (-1.4K) YoY -76.96% (-13.9K)	All Managers (Combined)	$216.7K	QoQ -19.40% (-$52.2K) YoY -75.99% (-$686.2K)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.(BBVAcusip05946K101)	15.7K	QoQ +2.02% (+312) YoY NEW(+15.7K)	All Managers (Combined)	$214.1K	QoQ +42.96% (+$64.3K) YoY NEW(+$214.1K)
(cusip69374H204)✕	6.2K	QoQ +1.47% (-90) YoY -87.59% (-43.6K)	All Managers (Combined)	$213.7K	QoQ -4.82% (-$10.8K) YoY -88.08% (-$1.6M)
(cusip33737A108)✕	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$213.7K	QoQ NEW(+$213.7K) YoY NEW(+$213.7K)
(cusip949746804)✕	177	QoQ +1.14% (+2) YoY +2.90% (+5)	All Managers (Combined)	$213.0K	QoQ +2.11% (+$4.4K) YoY +1.76% (+$3.7K)
(cusip336917109)✕	4.9K	QoQ -3.94% (-201) YoY -96.85% (-151.0K)	All Managers (Combined)	$212.6K	QoQ +3.63% (-$7.4K) YoY -96.45% (-$5.8M)
(cusip33733E302)✕	954	QoQ -8.18% (-85) YoY -89.96% (-8.5K)	All Managers (Combined)	$211.9K	QoQ -16.11% (-$40.7K) YoY -89.12% (-$1.7M)
CENTRUS ENERGY CORP(LEUcusip15643U104)	3.4K	QoQ +4.18% (-136) YoY NEW(+3.4K)	All Managers (Combined)	$210.6K	QoQ -2.69% (-$5.8K) YoY NEW(+$210.6K)
(cusip66538H369)✕	7.3K	QoQ +4.02% (-281) YoY NEW(+7.3K)	All Managers (Combined)	$209.8K	QoQ -2.72% (-$5.9K) YoY NEW(+$209.8K)