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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  "VDE",
  null,
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  "SENS",
  null,
  null,
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  "T",
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  null,
  null,
  null,
  "CAT",
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  null,
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  null,
  "BRO",
  null,
  "CP.TO",
  "BDJ",
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  null,
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  null,
  "RQI",
  null,
  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,
  "QS",
  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,
  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",
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  null,
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  null,
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  null,
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  null,
  null,
  "MA",
  null,
  null,
  null,
  "MSFT",
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  "MDLZ",
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  "MS",
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  "IWD",
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  "OKE",
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
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  null,
  null,
  null,
  "PANW",
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  null,
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  null,
  null,
  "VGSH",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
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  "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",
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  "UL",
  "UPS",
  "BIV",
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  "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",
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  null,
  "TSM",
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  null,
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  "RMD",
  null,
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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,
  null,
  "AXON",
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  "AMD",
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  "FI",
  "DOV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
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  "WCN",
  "TTC",
  null,
  "GSLC",
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  "PAC",
  null,
  null,
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  "IDXX",
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  "AOS",
  "RACE",
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  "NVO",
  null,
  "AMZN",
  "SCHB",
  null,
  "CHY",
  null,
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  null,
  "IVE",
  null,
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  null,
  null,
  null,
  "HII",
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  null,
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  "CEF",
  "HDB",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
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  "MGK",
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  "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,
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  null,
  "XEL",
  "WDAY",
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  null,
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  null,
  "EXPI",
  "GRMN",
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  null,
  "SCHD",
  "ET",
  null,
  "DVY",
  "CHKP",
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  null,
  "SCHF",
  "JKHY",
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  "INFY",
  null,
  "NXPI",
  "MKL",
  "MNDY",
  "TER",
  "SO",
  null,
  null,
  "TTD",
  "TRP",
  null,
  "PSX",
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  "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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  "DFS",
  "DLR",
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  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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78463X889

SPDW|78463X889

Shares:135.4K

Value:$4.9M

81369Y803

XLK|81369Y803

Shares:23.8K

Value:$4.9M

SHOPIFY INC.

SHOP|82509L107

Shares:51.2K

Value:$4.9M

97717X594

Shares:111.9K

Value:$4.9M

97717X131

Shares:134.6K

Value:$4.8M

CHEVRON CORP

CVX|166764100

Shares:28.6K

Value:$4.8M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:19.3K

Value:$4.7M

66538H534

Shares:121.3K

Value:$4.7M

46429B697

USMV|46429B697

Shares:49.5K

Value:$4.6M

BOEING CO

BA|097023105

Shares:26.7K

Value:$4.6M

921937827

BSV|921937827

Shares:58.1K

Value:$4.5M

464285204

Shares:76.7K

Value:$4.5M

CATERPILLAR INC

CAT|149123101

Shares:13.7K

Value:$4.5M

33739N108

Shares:84.7K

Value:$4.3M

46428Q109

Shares:135.3K

Value:$4.2M

33738R506

Shares:71.5K

Value:$4.2M

33738D309

Shares:89.3K

Value:$4.1M

464287432

Shares:43.5K

Value:$4.0M

78464A672

Shares:137.0K

Value:$3.9M

81369Y852

Shares:39.9K

Value:$3.8M

Instrument	Shares		Other Manager	Value
(SPDWcusip78463X889)	135.4K	QoQ +215.73% (+92.5K) YoY +272.44% (+99.0K)	All Managers (Combined)	$4.9M	QoQ +236.82% (+$3.5M) YoY +278.37% (+$3.6M)
(XLKcusip81369Y803)	23.8K	QoQ -13.93% (-3.9K) YoY -45.34% (-19.8K)	All Managers (Combined)	$4.9M	QoQ -23.57% (-$1.5M) YoY -38.21% (-$3.0M)
SHOPIFY INC.(SHOPcusip82509L107)	51.2K	QoQ -1.23% (-643) YoY +2.21% (+1.1K)	All Managers (Combined)	$4.9M	QoQ -11.35% (-$626.3K) YoY +26.41% (+$1.0M)
(cusip97717X594)✕	111.9K	QoQ +4.56% (+4.9K) YoY +19.37% (+18.2K)	All Managers (Combined)	$4.9M	QoQ +4.39% (+$204.5K) YoY +12.71% (+$547.9K)
(cusip97717X131)✕	134.6K	QoQ +2.39% (+3.2K) YoY +14.23% (+16.8K)	All Managers (Combined)	$4.8M	QoQ +6.79% (+$305.7K) YoY +7.08% (+$318.0K)
CHEVRON CORP(CVXcusip166764100)	28.6K	QoQ -14.30% (-4.8K) YoY -27.26% (-10.7K)	All Managers (Combined)	$4.8M	QoQ -1.01% (-$49.3K) YoY -22.86% (-$1.4M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	19.3K	QoQ -5.33% (-1.1K) YoY -20.59% (-5.0K)	All Managers (Combined)	$4.7M	QoQ -3.12% (-$152.9K) YoY -2.75% (-$134.0K)
(cusip66538H534)✕	121.3K	QoQ -0.86% (-1.1K) YoY -21.00% (-32.2K)	All Managers (Combined)	$4.7M	QoQ -2.12% (-$101.2K) YoY -22.01% (-$1.3M)
(USMVcusip46429B697)	49.5K	QoQ -28.07% (-19.3K) YoY -50.68% (-50.9K)	All Managers (Combined)	$4.6M	QoQ -25.37% (-$1.6M) YoY -47.82% (-$4.2M)
BOEING CO(BAcusip097023105)	26.7K	QoQ -17.89% (-5.8K) YoY -12.30% (-3.8K)	All Managers (Combined)	$4.6M	QoQ -20.88% (-$1.2M) YoY -22.50% (-$1.3M)
(BSVcusip921937827)	58.1K	QoQ -5.11% (-3.1K) YoY -11.53% (-7.6K)	All Managers (Combined)	$4.5M	QoQ -3.87% (-$183.3K) YoY -9.67% (-$486.9K)
(cusip464285204)✕	76.7K	QoQ +5.09% (+3.7K) YoY +131.31% (+43.5K)	All Managers (Combined)	$4.5M	QoQ +25.15% (+$909.0K) YoY +229.20% (+$3.1M)
CATERPILLAR INC(CATcusip149123101)	13.7K	QoQ -3.81% (-542) YoY -47.72% (-12.5K)	All Managers (Combined)	$4.5M	QoQ -12.55% (-$646.5K) YoY -52.95% (-$5.1M)
(cusip33739N108)✕	84.7K	QoQ -9.46% (-8.9K) YoY -30.02% (-36.3K)	All Managers (Combined)	$4.3M	QoQ -10.51% (-$501.8K) YoY -31.29% (-$1.9M)
(cusip46428Q109)✕	135.3K	QoQ +2552.54% (+130.2K) YoY -31.24% (-61.5K)	All Managers (Combined)	$4.2M	QoQ +3022.00% (+$4.1M) YoY -6.34% (-$284.1K)
(cusip33738R506)✕	71.5K	QoQ -0.65% (-471) YoY -71.86% (-182.7K)	All Managers (Combined)	$4.2M	QoQ -1.66% (-$70.7K) YoY -70.68% (-$10.1M)
(cusip33738D309)✕	89.3K	QoQ +53.17% (+31.0K) YoY +1253.98% (+82.7K)	All Managers (Combined)	$4.1M	QoQ +51.22% (+$1.4M) YoY +1227.73% (+$3.8M)
(cusip464287432)✕	43.5K	QoQ +2796.93% (+42.0K) YoY +45.81% (+13.7K)	All Managers (Combined)	$4.0M	QoQ +2919.67% (+$3.8M) YoY +21.25% (+$693.5K)
(cusip78464A672)✕	137.0K	QoQ -4.10% (-5.9K) YoY +17.63% (+20.5K)	All Managers (Combined)	$3.9M	QoQ -1.70% (-$67.7K) YoY +19.39% (+$635.9K)
(cusip81369Y852)✕	39.9K	QoQ +339.50% (+30.8K) YoY +584.09% (+34.0K)	All Managers (Combined)	$3.8M	QoQ +337.84% (+$3.0M) YoY +708.01% (+$3.4M)