Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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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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  "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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  "IBM",
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  null,
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  "PRF",
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  "IVE",
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  null,
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  null,
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  null,
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  null,
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  "TRP",
  null,
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  null,
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  "MTUM",
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  "IUSV",
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  "MCK",
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  "GWW",
  "ESGU",
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  "FDX",
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  "STE",
  "KMB",
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  null,
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  "BCX",
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  "BTI",
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  "CNI",
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  "LNG",
  "CB",
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  "CTAS",
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  "KO",
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  "COP",
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  "ED",
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  "CPNG",
  "CRH",
  "CRWD",
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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 34 of 36

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25434V203

Shares:8.0K

Value:$208.7K

% of Portfolio:0.0% ($208.7K/$1.4B)

MARKEL GROUP INC.

MKL|570535104

Shares:111

Value:$207.5K

% of Portfolio:0.0% ($207.5K/$1.4B)

25434V880

DFAX|25434V880

Shares:7.4K

Value:$206.9K

% of Portfolio:0.0% ($206.9K/$1.4B)

03073E105

Shares:740

Value:$205.9K

% of Portfolio:0.0% ($205.9K/$1.4B)

78463X434

Shares:2.6K

Value:$205.2K

% of Portfolio:0.0% ($205.2K/$1.4B)

025072794

Shares:2.9K

Value:$204.7K

% of Portfolio:0.0% ($204.7K/$1.4B)

HDFC BANK LTD

HDB|40415F101

Shares:3.1K

Value:$203.5K

% of Portfolio:0.0% ($203.5K/$1.4B)

BWX Technologies, Inc.

BWXT|05605H100

Shares:2.1K

Value:$202.6K

% of Portfolio:0.0% ($202.6K/$1.4B)

BLACK HILLS CORP /SD/

BKH|092113109

Shares:3.3K

Value:$202.1K

% of Portfolio:0.0% ($202.1K/$1.4B)

46436E718

Shares:2.0K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$1.4B)

Eaton Vance Tax-Advantaged Dividend Income Fund

EVT|27828G107

Shares:8.6K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$1.4B)

46137V332

Shares:6.7K

Value:$200.6K

% of Portfolio:0.0% ($200.6K/$1.4B)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:14.5K

Value:$198.2K

% of Portfolio:0.0% ($198.2K/$1.4B)

00768Y412

Shares:11.1K

Value:$197.0K

% of Portfolio:0.0% ($197.0K/$1.4B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:12.8K

Value:$191.4K

% of Portfolio:0.0% ($191.4K/$1.4B)

Amcor plc

AMCR|G0250X107

Shares:19.6K

Value:$189.8K

% of Portfolio:0.0% ($189.8K/$1.4B)

886364702

Shares:10.2K

Value:$183.4K

% of Portfolio:0.0% ($183.4K/$1.4B)

Barings BDC, Inc.

BBDC|06759L103

Shares:18.9K

Value:$179.9K

% of Portfolio:0.0% ($179.9K/$1.4B)

Garrett Motion Inc.

GTX|366505105

Shares:21.3K

Value:$177.9K

% of Portfolio:0.0% ($177.9K/$1.4B)

PIMCO INCOME STRATEGY FUND

PFL|72201H108

Shares:20.6K

Value:$177.2K

% of Portfolio:0.0% ($177.2K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V203)✕	8.0K	QoQ NEW(+8.0K) YoY -98.01% (-392.5K)	All Managers (Combined)	$208.7K	0.0% ($208.7K/$1.4B)	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	0.0% ($207.5K/$1.4B)	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	0.0% ($206.9K/$1.4B)	QoQ NEW(+$206.9K) YoY -50.40% (-$210.2K)
(cusip03073E105)✕	740	QoQ NEW(+740) YoY -20.77% (-194)	All Managers (Combined)	$205.9K	0.0% ($205.9K/$1.4B)	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	0.0% ($205.2K/$1.4B)	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	0.0% ($204.7K/$1.4B)	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	0.0% ($203.5K/$1.4B)	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	0.0% ($202.6K/$1.4B)	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	0.0% ($202.1K/$1.4B)	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	0.0% ($201.0K/$1.4B)	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	0.0% ($201.0K/$1.4B)	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	0.0% ($200.6K/$1.4B)	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	0.0% ($198.2K/$1.4B)	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	0.0% ($197.0K/$1.4B)	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	0.0% ($191.4K/$1.4B)	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	0.0% ($189.8K/$1.4B)	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	0.0% ($183.4K/$1.4B)	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	0.0% ($179.9K/$1.4B)	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	0.0% ($177.9K/$1.4B)	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	0.0% ($177.2K/$1.4B)	QoQ -8.21% (-$15.9K) YoY NEW(+$177.2K)