Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  "PINS",
  "SE",
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  "GTX",
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  "ARGX",
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  null,
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  null,
  null,
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  null,
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  "MU",
  null,
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  null,
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  null,
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  "ABNB",
  "ABT",
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  null,
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  null,
  "VHT",
  null,
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  null,
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  null,
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  "KVUE",
  null,
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  null,
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  "REGN",
  null,
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  null,
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  "SCHX",
  null,
  null,
  "NOW",
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  "SHOP",
  "O",
  "SNA",
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  "GLD",
  null,
  "SAP",
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  null,
  null,
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  "SPYG",
  null,
  "BP",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  null,
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  "IBM",
  "SYK",
  "SBUX",
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  "TFC",
  "TWLO",
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  null,
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  "SD",
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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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  "PRMB",
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  "EFR",
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  "DSL",
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  "VIG",
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  "LYG",
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  "CHPT",
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  "ETR",
  "VYM",
  null,
  null,
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  "TT",
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  "MEDP",
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  "NFG",
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  null,
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  "AXON",
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  "AMD",
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  "DOV",
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  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
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  "WCN",
  "TTC",
  null,
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  "PAC",
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  "IDXX",
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  null,
  "CHY",
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  null,
  "IVE",
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  "CEF",
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  null,
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  "VEU",
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  "USB",
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  "VXUS",
  "BNDX",
  "VTEB",
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  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WABC",
  null,
  "WFC",
  "WEN",
  "WELL",
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  null,
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  "EXPI",
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  null,
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  "ET",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
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  "JKHY",
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  "INFY",
  null,
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  "MKL",
  "MNDY",
  "TER",
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  null,
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  null,
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  "CRM",
  null,
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  "MTUM",
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  "IUSV",
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  "MCK",
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  "GWW",
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  "ADP",
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  null,
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  "LNG",
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  "CTAS",
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  "KO",
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  "ED",
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  null,
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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 • $1,423,304.855K total value

707 positions

Manager:

SEC FilingSEC DataHachi Filing

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464289875

Shares:86.5K

Value:$3.8M

46435U861

Shares:78.2K

Value:$3.8M

464288372

Shares:69.4K

Value:$3.8M

922020805

Shares:76.0K

Value:$3.8M

MICROSTRATEGY Inc

MSTR|594972408

Shares:13.1K

Value:$3.8M

46434V621

DGRO|46434V621

Shares:60.9K

Value:$3.8M

81369Y886

Shares:47.7K

Value:$3.8M

33739Q408

Shares:62.8K

Value:$3.8M

46641Q761

Shares:64.9K

Value:$3.7M

464288687

Shares:118.8K

Value:$3.6M

381430503

GSLC|381430503

Shares:32.9K

Value:$3.6M

78464A300

Shares:45.9K

Value:$3.6M

46138G698

Shares:35.7K

Value:$3.5M

33733E104

Shares:38.5K

Value:$3.4M

78463X509

Shares:86.9K

Value:$3.4M

Broadcom Inc.

AVGO|11135F101

Shares:20.0K

Value:$3.3M

41653L305

Shares:98.7K

Value:$3.3M

UNION PACIFIC CORP

UNP|907818108

Shares:14.1K

Value:$3.3M

922908744

VTV|922908744

Shares:19.0K

Value:$3.3M

78464A649

Shares:126.4K

Value:$3.2M

Instrument	Shares		Other Manager	Value
(cusip464289875)✕	86.5K	QoQ +5.35% (+4.4K) YoY +44.46% (+26.6K)	All Managers (Combined)	$3.8M	QoQ +6.42% (+$229.1K) YoY +47.73% (+$1.2M)
(cusip46435U861)✕	78.2K	QoQ +426.08% (+63.3K) YoY +1046.03% (+71.3K)	All Managers (Combined)	$3.8M	QoQ +438.50% (+$3.1M) YoY +1149.49% (+$3.5M)
(cusip464288372)✕	69.4K	QoQ +1286.01% (+64.4K) YoY +1150.58% (+63.8K)	All Managers (Combined)	$3.8M	QoQ +1349.60% (+$3.5M) YoY +1335.60% (+$3.5M)
(cusip922020805)✕	76.0K	QoQ NEW(+76.0K) YoY +531.29% (+64.0K)	All Managers (Combined)	$3.8M	QoQ NEW(+$3.8M) YoY +557.81% (+$3.2M)
MICROSTRATEGY Inc(MSTRcusip594972408)	13.1K	QoQ +6.63% (+818) YoY +1884.89% (+12.5K)	All Managers (Combined)	$3.8M	QoQ +6.14% (+$219.2K) YoY +235.67% (+$2.7M)
(DGROcusip46434V621)	60.9K	QoQ +2.27% (+1.4K) YoY +6.48% (+3.7K)	All Managers (Combined)	$3.8M	QoQ +1.72% (+$64.3K) YoY +13.92% (+$462.0K)
(cusip81369Y886)✕	47.7K	QoQ -9.51% (-5.0K) YoY +160.32% (+29.4K)	All Managers (Combined)	$3.8M	QoQ -5.73% (-$228.9K) YoY +213.62% (+$2.6M)
(cusip33739Q408)✕	62.8K	QoQ +5.95% (+3.5K) YoY -9.98% (-7.0K)	All Managers (Combined)	$3.8M	QoQ +6.07% (+$215.3K) YoY -8.65% (-$356.2K)
(cusip46641Q761)✕	64.9K	QoQ +932.88% (+58.6K) YoY NEW(+64.9K)	All Managers (Combined)	$3.7M	QoQ +918.53% (+$3.3M) YoY NEW(+$3.7M)
(cusip464288687)✕	118.8K	QoQ -5.40% (-6.8K) YoY +397.01% (+94.9K)	All Managers (Combined)	$3.6M	QoQ -7.54% (-$297.8K) YoY +371.73% (+$2.9M)
(GSLCcusip381430503)	32.9K	QoQ -6.05% (-2.1K) YoY -10.41% (-3.8K)	All Managers (Combined)	$3.6M	QoQ -10.21% (-$412.8K) YoY -4.98% (-$190.2K)
(cusip78464A300)✕	45.9K	QoQ +321.27% (+35.0K) YoY +284.16% (+34.0K)	All Managers (Combined)	$3.6M	QoQ +278.55% (+$2.6M) YoY +244.12% (+$2.6M)
(cusip46138G698)✕	35.7K	QoQ +28.42% (+7.9K) YoY +83.39% (+16.2K)	All Managers (Combined)	$3.5M	QoQ +30.28% (+$824.1K) YoY +94.37% (+$1.7M)
(cusip33733E104)✕	38.5K	QoQ +0.38% (+147) YoY -10.97% (-4.7K)	All Managers (Combined)	$3.4M	QoQ +2.46% (+$83.0K) YoY -6.83% (-$253.0K)
(cusip78463X509)✕	86.9K	QoQ +5.53% (+4.6K) YoY +49.50% (+28.8K)	All Managers (Combined)	$3.4M	QoQ +8.28% (+$261.9K) YoY +61.69% (+$1.3M)
Broadcom Inc.(AVGOcusip11135F101)	20.0K	QoQ +2.34% (-457) YoY +807.54% (+17.8K)	All Managers (Combined)	$3.3M	QoQ -26.09% (-$1.2M) YoY +14.61% (+$426.2K)
(cusip41653L305)✕	98.7K	QoQ +1.46% (+1.4K) YoY NEW(+98.7K)	All Managers (Combined)	$3.3M	QoQ +3.07% (+$99.7K) YoY NEW(+$3.3M)
UNION PACIFIC CORP(UNPcusip907818108)	14.1K	QoQ -1.86% (-268) YoY -7.26% (-1.1K)	All Managers (Combined)	$3.3M	QoQ +1.66% (-$54.5K) YoY -10.91% (-$408.2K)
(VTVcusip922908744)	19.0K	QoQ -64.46% (-34.4K) YoY -62.79% (-32.0K)	All Managers (Combined)	$3.3M	QoQ -63.74% (-$5.8M) YoY -60.65% (-$5.1M)
(cusip78464A649)✕	126.4K	QoQ +53.12% (+43.8K) YoY -49.65% (-124.6K)	All Managers (Combined)	$3.2M	QoQ +56.49% (+$1.2M) YoY -49.16% (-$3.1M)