Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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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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  "SCHX",
  null,
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  "NOW",
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  "O",
  "SNA",
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  null,
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  null,
  "BP",
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  "RSG",
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  "IBM",
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  null,
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  "VWO",
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  "IWV",
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  "PRF",
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  "VCIT",
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  "TT",
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  null,
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  "AXON",
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  "WEC",
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  "AJG",
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  "TTC",
  null,
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  null,
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  "IVE",
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  "HII",
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  "CEF",
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  null,
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  "BNDX",
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  "BSV",
  "VB",
  "VOO",
  null,
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  "V",
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  null,
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  null,
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  null,
  "EXPI",
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  null,
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  "ET",
  null,
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  "CHKP",
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  null,
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  "JKHY",
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  "INFY",
  null,
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  "MKL",
  "MNDY",
  "TER",
  "SO",
  null,
  null,
  "TTD",
  "TRP",
  null,
  "PSX",
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  "CRM",
  null,
  "SYY",
  "DIA",
  "SPOT",
  null,
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  "MTUM",
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  "IUSV",
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  "DGRO",
  "MCK",
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  null,
  "GWW",
  "ESGU",
  null,
  "PZZA",
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  "FDX",
  null,
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  "STE",
  "KMB",
  "LULU",
  "ADP",
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  "BRK-B",
  "BKH",
  null,
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  "BCX",
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  "CHD",
  "CTAS",
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  "KO",
  "CCEP",
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  "ED",
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  "CPNG",
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  "DE",
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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 33 of 36

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81369Y407

Shares:1.2K

Value:$229.7K

% of Portfolio:0.0% ($229.7K/$1.4B)

46138G862

Shares:9.2K

Value:$229.0K

% of Portfolio:0.0% ($229.0K/$1.4B)

monday.com Ltd.

MNDY|M7S64H106

Shares:940

Value:$228.6K

% of Portfolio:0.0% ($228.6K/$1.4B)

SCOTTS MIRACLE-GRO CO

SMG|810186106

Shares:4.2K

Value:$228.5K

% of Portfolio:0.0% ($228.5K/$1.4B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.9K

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$1.4B)

DoubleLine Income Solutions Fund

DSL|258622109

Shares:17.9K

Value:$225.1K

% of Portfolio:0.0% ($225.1K/$1.4B)

Primo Brands Corp

PRMB|741623102

Shares:6.3K

Value:$224.5K

% of Portfolio:0.0% ($224.5K/$1.4B)

301505707

Shares:4.3K

Value:$220.7K

% of Portfolio:0.0% ($220.7K/$1.4B)

COCA-COLA EUROPACIFIC PARTNERS plc

CCEP|G25839104

Shares:2.5K

Value:$219.3K

% of Portfolio:0.0% ($219.3K/$1.4B)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.2K

Value:$219.2K

% of Portfolio:0.0% ($219.2K/$1.4B)

33739E108

Shares:12.3K

Value:$217.1K

% of Portfolio:0.0% ($217.1K/$1.4B)

46138E743

PXF|46138E743

Shares:4.2K

Value:$216.7K

% of Portfolio:0.0% ($216.7K/$1.4B)

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

BBVA|05946K101

Shares:15.7K

Value:$214.1K

% of Portfolio:0.0% ($214.1K/$1.4B)

69374H204

Shares:6.2K

Value:$213.7K

% of Portfolio:0.0% ($213.7K/$1.4B)

33737A108

Shares:1.9K

Value:$213.7K

% of Portfolio:0.0% ($213.7K/$1.4B)

949746804

Shares:177

Value:$213.0K

% of Portfolio:0.0% ($213.0K/$1.4B)

336917109

Shares:4.9K

Value:$212.6K

% of Portfolio:0.0% ($212.6K/$1.4B)

33733E302

Shares:954

Value:$211.9K

% of Portfolio:0.0% ($211.9K/$1.4B)

CENTRUS ENERGY CORP

LEU|15643U104

Shares:3.4K

Value:$210.6K

% of Portfolio:0.0% ($210.6K/$1.4B)

66538H369

Shares:7.3K

Value:$209.8K

% of Portfolio:0.0% ($209.8K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y407)✕	1.2K	QoQ -26.99% (-430) YoY -24.77% (-383)	All Managers (Combined)	$229.7K	0.0% ($229.7K/$1.4B)	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	0.0% ($229.0K/$1.4B)	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	0.0% ($228.6K/$1.4B)	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	0.0% ($228.5K/$1.4B)	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	0.0% ($227.9K/$1.4B)	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	0.0% ($225.1K/$1.4B)	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	0.0% ($224.5K/$1.4B)	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	0.0% ($220.7K/$1.4B)	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	0.0% ($219.3K/$1.4B)	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	0.0% ($219.2K/$1.4B)	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	0.0% ($217.1K/$1.4B)	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	0.0% ($216.7K/$1.4B)	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	0.0% ($214.1K/$1.4B)	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	0.0% ($213.7K/$1.4B)	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	0.0% ($213.7K/$1.4B)	QoQ NEW(+$213.7K) YoY NEW(+$213.7K)
(cusip949746804)✕	177	QoQ +1.14% (+2) YoY +2.90% (+5)	All Managers (Combined)	$213.0K	0.0% ($213.0K/$1.4B)	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	0.0% ($212.6K/$1.4B)	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	0.0% ($211.9K/$1.4B)	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	0.0% ($210.6K/$1.4B)	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	0.0% ($209.8K/$1.4B)	QoQ -2.72% (-$5.9K) YoY NEW(+$209.8K)