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,
  "ASML",
  "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,
  "EOI",
  "EVT",
  "PSQH",
  null,
  "MARA",
  null,
  null,
  null,
  null,
  null,
  "QS",
  null,
  null,
  null,
  "LOGI",
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  null,
  null,
  "FCX",
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  null,
  null,
  "ECC",
  null,
  null,
  null,
  null,
  null,
  null,
  "SPOK",
  null,
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  null,
  "IBN",
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  "FBIO",
  null,
  null,
  "UNP",
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  "QCOM",
  "GLPI",
  "SCCO",
  null,
  null,
  "FUBO",
  "SIL",
  "GEVO",
  null,
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  null,
  null,
  null,
  null,
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  "EMXC",
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  "EMR",
  null,
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  "INMB",
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  "IVW",
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  "DXYZ",
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  null,
  "CHI",
  null,
  null,
  "BOE",
  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,
  "NVS",
  "NU",
  null,
  "ODFL",
  null,
  null,
  null,
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  "BX",
  "HSY",
  "AMP",
  "FAST",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  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",
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  "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",
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  "EFR",
  "NGG",
  null,
  "DSL",
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  "VIG",
  null,
  "MCHX",
  null,
  "LYG",
  null,
  "TTE",
  null,
  null,
  null,
  "TOST",
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  "IWO",
  "XLB",
  "SNY",
  "IEF",
  "GGG",
  "GOSS",
  null,
  "TSM",
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  null,
  null,
  "RMD",
  null,
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  "CHPT",
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  "ETR",
  "VYM",
  null,
  null,
  null,
  "TT",
  "VRSK",
  "MEDP",
  "QLYS",
  "NFG",
  "ADSK",
  "AON",
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  null,
  null,
  "AXON",
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  "AMD",
  "SONY",
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  "FI",
  "DOV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
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  "WCN",
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  null,
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  "PAC",
  null,
  null,
  null,
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  "IDXX",
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  "AOS",
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  null,
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  "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",
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  "VLO",
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  "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 • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

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PSQ Holdings, Inc.

PSQH|693691107

Shares:10.5K

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$1.4B)

fuboTV Inc. /FL

FUBO|35953D104

Shares:7.5K

Value:$21.9K

% of Portfolio:0.0% ($21.9K/$1.4B)

MARCHEX INC

MCHX|56624R108

Shares:10.0K

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$1.4B)

Kartoon Studios, Inc.

TOON|37229T509

Shares:22.6K

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$1.4B)

ChargePoint Holdings, Inc.

CHPT|15961R105

Shares:20.5K

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$1.4B)

Bitfarms Ltd

BITF|09173B107

Shares:14.4K

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$1.4B)

Senseonics Holdings, Inc.

SENS|81727U105

Shares:15.0K

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PSQ Holdings, Inc.(PSQHcusip693691107)	10.5K	QoQ 0.00% (-0) YoY -17.03% (-2.1K)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$1.4B)	QoQ -49.55% (-$23.6K) YoY -64.68% (-$43.9K)
fuboTV Inc. /FL(FUBOcusip35953D104)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$21.9K	0.0% ($21.9K/$1.4B)	QoQ NEW(+$21.9K) YoY NEW(+$21.9K)
MARCHEX INC(MCHXcusip56624R108)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$16.3K	0.0% ($16.3K/$1.4B)	QoQ -6.85% (-$1.2K) YoY NEW(+$16.3K)
Kartoon Studios, Inc.(TOONcusip37229T509)	22.6K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$14.0K	0.0% ($14.0K/$1.4B)	QoQ +5.23% (+$697) YoY -54.67% (-$16.9K)
ChargePoint Holdings, Inc.(CHPTcusip15961R105)	20.5K	QoQ -0.48% (-100) YoY NEW(+20.5K)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$1.4B)	QoQ -43.72% (-$9.6K) YoY NEW(+$12.4K)
Bitfarms Ltd(BITFcusip09173B107)	14.4K	QoQ 0.00% (-0) YoY -6.50% (-1.0K)	All Managers (Combined)	$11.3K	0.0% ($11.3K/$1.4B)	QoQ -47.10% (-$10.1K) YoY -66.95% (-$23.0K)
Senseonics Holdings, Inc.(SENScusip81727U105)	15.0K	QoQ 0.00% (+0) YoY -21.05% (-4.0K)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$1.4B)	QoQ +25.35% (+$2.0K) YoY -2.47% (-$250)