Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
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  null,
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  null,
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  "NOW",
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  null,
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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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  null,
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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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92204A876

Shares:18.8K

Value:$3.2M

46138E339

Shares:34.5K

Value:$3.2M

921946406

VYM|921946406

Shares:24.6K

Value:$3.2M

33738R118

Shares:42.9K

Value:$3.2M

Sixth Street Specialty Lending, Inc.

TSLX|83012A109

Shares:140.4K

Value:$3.1M

464288638

Shares:59.4K

Value:$3.1M

921943858

VEA|921943858

Shares:61.3K

Value:$3.1M

00039J608

Shares:83.4K

Value:$3.1M

464288760

Shares:20.0K

Value:$3.1M

Parker-Hannifin Corp

PH|701094104

Shares:5.0K

Value:$3.1M

00162Q452

Shares:58.1K

Value:$3.0M

26922A594

Shares:92.6K

Value:$3.0M

33739Q200

Shares:61.2K

Value:$3.0M

81369Y209

Shares:20.4K

Value:$3.0M

922908751

VB|922908751

Shares:13.4K

Value:$3.0M

46432F396

MTUM|46432F396

Shares:14.7K

Value:$3.0M

464287887

IJT|464287887

Shares:23.6K

Value:$2.9M

81369Y704

Shares:22.2K

Value:$2.9M

464288240

Shares:52.1K

Value:$2.9M

78464A144

Shares:98.6K

Value:$2.9M

Instrument	Shares		Other Manager	Value
(cusip92204A876)✕	18.8K	QoQ -1.89% (-363) YoY +2.73% (+501)	All Managers (Combined)	$3.2M	QoQ +2.54% (-$79.9K) YoY +23.07% (+$602.8K)
(cusip46138E339)✕	34.5K	QoQ -13.87% (-5.5K) YoY +8.64% (+2.7K)	All Managers (Combined)	$3.2M	QoQ -16.12% (-$612.7K) YoY +25.31% (+$644.0K)
(VYMcusip921946406)	24.6K	QoQ +1.25% (+305) YoY -24.39% (-7.9K)	All Managers (Combined)	$3.2M	QoQ +2.34% (+$72.5K) YoY -19.41% (-$762.9K)
(cusip33738R118)✕	42.9K	QoQ +3.60% (-1.5K) YoY +78.09% (+18.8K)	All Managers (Combined)	$3.2M	QoQ -2.79% (-$90.8K) YoY +88.16% (+$1.5M)
Sixth Street Specialty Lending, Inc.(TSLXcusip83012A109)	140.4K	QoQ -10.09% (-15.8K) YoY +2.39% (+3.3K)	All Managers (Combined)	$3.1M	QoQ -5.53% (-$184.2K) YoY +6.93% (+$203.7K)
(cusip464288638)✕	59.4K	QoQ -46.12% (-50.9K) YoY -45.52% (-49.7K)	All Managers (Combined)	$3.1M	QoQ -45.07% (-$2.6M) YoY -44.55% (-$2.5M)
(VEAcusip921943858)	61.3K	QoQ -18.49% (-13.9K) YoY -12.96% (-9.1K)	All Managers (Combined)	$3.1M	QoQ -13.36% (-$480.9K) YoY -11.81% (-$417.5K)
(cusip00039J608)✕	83.4K	QoQ +7.32% (+5.7K) YoY +146.93% (+49.6K)	All Managers (Combined)	$3.1M	QoQ +7.16% (+$205.4K) YoY +147.33% (+$1.8M)
(cusip464288760)✕	20.0K	QoQ -7.00% (-1.5K) YoY +16.13% (+2.8K)	All Managers (Combined)	$3.1M	QoQ -2.04% (-$63.9K) YoY +35.56% (+$804.2K)
Parker-Hannifin Corp(PHcusip701094104)	5.0K	QoQ +20.67% (+862) YoY +258.14% (+3.6K)	All Managers (Combined)	$3.1M	QoQ +15.34% (+$407.1K) YoY +291.76% (+$2.3M)
(cusip00162Q452)✕	58.1K	QoQ -2.09% (-1.2K) YoY -19.83% (-14.4K)	All Managers (Combined)	$3.0M	QoQ +5.58% (-$159.7K) YoY -12.27% (-$422.0K)
(cusip26922A594)✕	92.6K	QoQ -0.55% (-514) YoY -12.59% (-13.3K)	All Managers (Combined)	$3.0M	QoQ -0.52% (-$15.8K) YoY -9.46% (-$314.9K)
(cusip33739Q200)✕	61.2K	QoQ -3.82% (-2.4K) YoY -76.50% (-199.4K)	All Managers (Combined)	$3.0M	QoQ -2.85% (-$88.5K) YoY -76.14% (-$9.6M)
(cusip81369Y209)✕	20.4K	QoQ -24.49% (-6.6K) YoY -67.08% (-41.6K)	All Managers (Combined)	$3.0M	QoQ -19.86% (-$738.3K) YoY -61.30% (-$4.7M)
(VBcusip922908751)	13.4K	QoQ -7.16% (-1.0K) YoY +17.66% (+2.0K)	All Managers (Combined)	$3.0M	QoQ -14.32% (-$496.7K) YoY +14.13% (+$367.9K)
(MTUMcusip46432F396)	14.7K	QoQ -23.75% (-4.6K) YoY +28.96% (+3.3K)	All Managers (Combined)	$3.0M	QoQ -25.51% (-$1.0M) YoY +51.92% (+$1.0M)
(IJTcusip464287887)	23.6K	QoQ -8.80% (-2.3K) YoY -14.19% (-3.9K)	All Managers (Combined)	$2.9M	QoQ -16.13% (-$565.9K) YoY -18.29% (-$658.6K)
(cusip81369Y704)✕	22.2K	QoQ -7.02% (-1.7K) YoY +8.50% (+1.7K)	All Managers (Combined)	$2.9M	QoQ -7.51% (-$236.7K) YoY +27.94% (+$636.3K)
(cusip464288240)✕	52.1K	QoQ +27.02% (+11.1K) YoY NEW(+52.1K)	All Managers (Combined)	$2.9M	QoQ +35.03% (+$749.6K) YoY NEW(+$2.9M)
(cusip78464A144)✕	98.6K	QoQ +143.88% (+58.2K) YoY +175.60% (+62.8K)	All Managers (Combined)	$2.9M	QoQ +147.20% (+$1.7M) YoY +174.84% (+$1.8M)