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",
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  null,
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  "SENS",
  null,
  null,
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  "T",
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  null,
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "BRO",
  null,
  "CP.TO",
  "BDJ",
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  "BBDC",
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  null,
  null,
  null,
  "RQI",
  null,
  null,
  null,
  "DUK",
  null,
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  "PSQH",
  null,
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  null,
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  null,
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  "QS",
  null,
  null,
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  null,
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  null,
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  null,
  null,
  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,
  null,
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  null,
  null,
  "LRCX",
  "IWS",
  null,
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  null,
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  null,
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  null,
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  null,
  "MA",
  null,
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  null,
  "MSFT",
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  "MDLZ",
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  "MS",
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  "EQIX",
  null,
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  null,
  null,
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  null,
  "ODFL",
  null,
  null,
  null,
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  "HSY",
  "AMP",
  "FAST",
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  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
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  null,
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  null,
  null,
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  "EEM",
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  "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,
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  "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,
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  null,
  "PRF",
  null,
  null,
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  "VCIT",
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  "PRMB",
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  "EFR",
  "NGG",
  null,
  "DSL",
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  "VIG",
  null,
  "MCHX",
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  "LYG",
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  "TTE",
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  "TOST",
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  "IWO",
  "XLB",
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  "IEF",
  "GGG",
  "GOSS",
  null,
  "TSM",
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  null,
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  "RMD",
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  "CHPT",
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  "ETR",
  "VYM",
  null,
  null,
  null,
  "TT",
  "VRSK",
  "MEDP",
  "QLYS",
  "NFG",
  "ADSK",
  "AON",
  "AMCR",
  "SFM",
  "ACGL",
  null,
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  "AXON",
  "APH",
  "AMD",
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  "FI",
  "DOV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "TTC",
  null,
  "GSLC",
  "AEP",
  "SGOL",
  "PAC",
  null,
  null,
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  "IDXX",
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  "AOS",
  "RACE",
  "FDS",
  "NVO",
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  "AMZN",
  "SCHB",
  null,
  "CHY",
  null,
  null,
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  null,
  "IVE",
  null,
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  null,
  null,
  null,
  "HII",
  null,
  null,
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  "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,
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  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,
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  "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",
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  null,
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  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "MCO",
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  "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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25434V203

Shares:8.0K

Value:$208.7K

MARKEL GROUP INC.

MKL|570535104

Shares:111

Value:$207.5K

25434V880

DFAX|25434V880

Shares:7.4K

Value:$206.9K

03073E105

Shares:740

Value:$205.9K

78463X434

Shares:2.6K

Value:$205.2K

025072794

Shares:2.9K

Value:$204.7K

HDFC BANK LTD

HDB|40415F101

Shares:3.1K

Value:$203.5K

BWX Technologies, Inc.

BWXT|05605H100

Shares:2.1K

Value:$202.6K

BLACK HILLS CORP /SD/

BKH|092113109

Shares:3.3K

Value:$202.1K

46436E718

Shares:2.0K

Value:$201.0K

Eaton Vance Tax-Advantaged Dividend Income Fund

EVT|27828G107

Shares:8.6K

Value:$201.0K

46137V332

Shares:6.7K

Value:$200.6K

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:14.5K

Value:$198.2K

00768Y412

Shares:11.1K

Value:$197.0K

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:12.8K

Value:$191.4K

Amcor plc

AMCR|G0250X107

Shares:19.6K

Value:$189.8K

886364702

Shares:10.2K

Value:$183.4K

Barings BDC, Inc.

BBDC|06759L103

Shares:18.9K

Value:$179.9K

Garrett Motion Inc.

GTX|366505105

Shares:21.3K

Value:$177.9K

PIMCO INCOME STRATEGY FUND

PFL|72201H108

Shares:20.6K

Value:$177.2K

Instrument	Shares		Other Manager	Value
(cusip25434V203)✕	8.0K	QoQ NEW(+8.0K) YoY -98.01% (-392.5K)	All Managers (Combined)	$208.7K	QoQ NEW(+$208.7K) YoY -98.28% (-$11.9M)
MARKEL GROUP INC.(MKLcusip570535104)	111	QoQ -61.59% (-178) YoY -54.69% (-134)	All Managers (Combined)	$207.5K	QoQ -58.40% (-$291.4K) YoY -44.32% (-$165.2K)
(DFAXcusip25434V880)	7.4K	QoQ NEW(+7.4K) YoY -54.77% (-9.0K)	All Managers (Combined)	$206.9K	QoQ NEW(+$206.9K) YoY -50.40% (-$210.2K)
(cusip03073E105)✕	740	QoQ NEW(+740) YoY -20.77% (-194)	All Managers (Combined)	$205.9K	QoQ NEW(+$205.9K) YoY -9.27% (-$21.1K)
(cusip78463X434)✕	2.6K	QoQ NEW(+2.6K) YoY -11.81% (-348)	All Managers (Combined)	$205.2K	QoQ NEW(+$205.2K) YoY -8.48% (-$19.0K)
(cusip025072794)✕	2.9K	QoQ NEW(+2.9K) YoY -27.13% (-1.1K)	All Managers (Combined)	$204.7K	QoQ NEW(+$204.7K) YoY +0.73% (-$1.5K)
HDFC BANK LTD(HDBcusip40415F101)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$203.5K	QoQ NEW(+$203.5K) YoY NEW(+$203.5K)
BWX Technologies, Inc.(BWXTcusip05605H100)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$202.6K	QoQ NEW(+$202.6K) YoY NEW(+$202.6K)
BLACK HILLS CORP /SD/(BKHcusip092113109)	3.3K	QoQ -30.99% (-1.5K) YoY -33.57% (-1.7K)	All Managers (Combined)	$202.1K	QoQ -28.48% (-$80.5K) YoY -26.21% (-$71.8K)
(cusip46436E718)✕	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$201.0K	QoQ NEW(+$201.0K) YoY NEW(+$201.0K)
Eaton Vance Tax-Advantaged Dividend Income Fund(EVTcusip27828G107)	8.6K	QoQ +1.01% (-87) YoY -36.41% (-4.9K)	All Managers (Combined)	$201.0K	QoQ -2.25% (-$4.6K) YoY -37.30% (-$119.6K)
(cusip46137V332)✕	6.7K	QoQ -16.36% (-1.3K) YoY -52.83% (-7.6K)	All Managers (Combined)	$200.6K	QoQ -15.08% (-$35.6K) YoY -67.57% (-$418.1K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	14.5K	QoQ NEW(+14.5K) YoY NEW(+14.5K)	All Managers (Combined)	$198.2K	QoQ NEW(+$198.2K) YoY NEW(+$198.2K)
(cusip00768Y412)✕	11.1K	QoQ -22.59% (-3.2K) YoY NEW(+11.1K)	All Managers (Combined)	$197.0K	QoQ -15.58% (-$36.4K) YoY NEW(+$197.0K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	12.8K	QoQ -3.25% (-429) YoY -26.47% (-4.6K)	All Managers (Combined)	$191.4K	QoQ -10.74% (-$23.0K) YoY -20.88% (-$50.5K)
Amcor plc(AMCRcusipG0250X107)	19.6K	QoQ -0.27% (-53) YoY -24.77% (-6.4K)	All Managers (Combined)	$189.8K	QoQ +2.79% (-$5.2K) YoY -23.27% (-$57.6K)
(cusip886364702)✕	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$183.4K	QoQ NEW(+$183.4K) YoY NEW(+$183.4K)
Barings BDC, Inc.(BBDCcusip06759L103)	18.9K	QoQ 0.00% (-0) YoY +38.83% (+5.3K)	All Managers (Combined)	$179.9K	QoQ -0.31% (-$566) YoY +42.41% (+$53.6K)
Garrett Motion Inc.(GTXcusip366505105)	21.3K	QoQ +0.42% (-89) YoY NEW(+21.3K)	All Managers (Combined)	$177.9K	QoQ -6.91% (-$13.2K) YoY NEW(+$177.9K)
PIMCO INCOME STRATEGY FUND(PFLcusip72201H108)	20.6K	QoQ -10.56% (-2.4K) YoY NEW(+20.6K)	All Managers (Combined)	$177.2K	QoQ -8.21% (-$15.9K) YoY NEW(+$177.2K)