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,
  "LOW",
  null,
  "BRO",
  null,
  "CP.TO",
  "BDJ",
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  "BBDC",
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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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  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,
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  null,
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  "MSFT",
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  "MDLZ",
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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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  "PAYX",
  null,
  "VHT",
  null,
  null,
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  null,
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  "EEM",
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  null,
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  null,
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  null,
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  null,
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  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
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  "INTC",
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  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
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  "LPLA",
  "MKC",
  "JPC",
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  "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",
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  "VO",
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  "MET",
  "HL",
  "WMS",
  "SOUN",
  null,
  "VOE",
  "MNST",
  "HUT",
  "SD",
  "AQST",
  "NPCE",
  null,
  null,
  "VWO",
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  null,
  null,
  "IWV",
  null,
  null,
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  null,
  "PRF",
  null,
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  "VCIT",
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  "PRMB",
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  "EFR",
  "NGG",
  null,
  "DSL",
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  "VIG",
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  "MCHX",
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  "LYG",
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  "TTE",
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  "TOST",
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  "IWO",
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  "GGG",
  "GOSS",
  null,
  "TSM",
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  null,
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  "RMD",
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  "CHPT",
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  "ETR",
  "VYM",
  null,
  null,
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  "TT",
  "VRSK",
  "MEDP",
  "QLYS",
  "NFG",
  "ADSK",
  "AON",
  "AMCR",
  "SFM",
  "ACGL",
  null,
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  "AXON",
  "APH",
  "AMD",
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  "FI",
  "DOV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "TTC",
  null,
  "GSLC",
  "AEP",
  "SGOL",
  "PAC",
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  "IDXX",
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  "AOS",
  "RACE",
  "FDS",
  "NVO",
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  "AMZN",
  "SCHB",
  null,
  "CHY",
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  null,
  "IVE",
  null,
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  null,
  null,
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  "HII",
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  null,
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  "CEF",
  "HDB",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "MGK",
  "VXUS",
  "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,
  null,
  null,
  "XEL",
  "WDAY",
  "IUSG",
  null,
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  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,
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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,
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  null,
  "BCX",
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  "CNI",
  "CDNS",
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  "LEU",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
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  "KO",
  "CCEP",
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  "COP",
  "STZ",
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  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRH",
  "CRWD",
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  "DE",
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  null,
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  null,
  "IJT",
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  "IJJ",
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  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
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  "DIS",
  "ETN",
  "GOOG",
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  "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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46429B747

Shares:27.8K

Value:$2.8M

NETFLIX INC

NFLX|64110L106

Shares:3.0K

Value:$2.8M

81369Y605

Shares:55.5K

Value:$2.8M

808524300

SCHG|808524300

Shares:110.4K

Value:$2.8M

PROCTER & GAMBLE Co

PG|742718109

Shares:16.0K

Value:$2.7M

25434V708

DFAC|25434V708

Shares:82.5K

Value:$2.7M

46434V613

Shares:42.1K

Value:$2.7M

922908736

VUG|922908736

Shares:7.3K

Value:$2.7M

92189F676

Shares:12.4K

Value:$2.6M

464287515

Shares:29.3K

Value:$2.6M

464286772

Shares:48.1K

Value:$2.6M

Palantir Technologies Inc.

PLTR|69608A108

Shares:30.8K

Value:$2.6M

AMGEN INC

AMGN|031162100

Shares:8.3K

Value:$2.6M

Salesforce, Inc.

CRM|79466L302

Shares:9.6K

Value:$2.6M

VISA INC.

V|92826C839

Shares:7.3K

Value:$2.6M

QUANTA SERVICES, INC.

PWR|74762E102

Shares:10.0K

Value:$2.5M

46431W507

Shares:49.8K

Value:$2.5M

37954Y236

Shares:151.3K

Value:$2.5M

46641Q159

Shares:53.4K

Value:$2.5M

HOME DEPOT, INC.

HD|437076102

Shares:6.7K

Value:$2.4M

Instrument	Shares		Other Manager	Value
(cusip46429B747)✕	27.8K	QoQ +113.93% (+14.8K) YoY +101.86% (+14.0K)	All Managers (Combined)	$2.8M	QoQ +115.59% (+$1.5M) YoY +105.82% (+$1.4M)
NETFLIX INC(NFLXcusip64110L106)	3.0K	QoQ -3.30% (-103) YoY -9.21% (-306)	All Managers (Combined)	$2.8M	QoQ +1.16% (-$32.4K) YoY +39.38% (-$794.0K)
(cusip81369Y605)✕	55.5K	QoQ -23.68% (-17.2K) YoY -50.20% (-56.0K)	All Managers (Combined)	$2.8M	QoQ -21.34% (-$750.4K) YoY -39.45% (-$1.8M)
(SCHGcusip808524300)	110.4K	QoQ -21.25% (-29.8K) YoY +201.03% (-73.8K)	All Managers (Combined)	$2.8M	QoQ -29.24% (-$1.1M) YoY -15.19% (-$495.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	16.0K	QoQ -38.85% (-10.2K) YoY -48.26% (-15.0K)	All Managers (Combined)	$2.7M	QoQ -37.84% (-$1.7M) YoY -45.66% (-$2.3M)
(DFACcusip25434V708)	82.5K	QoQ -0.02% (-18) YoY -11.16% (-10.4K)	All Managers (Combined)	$2.7M	QoQ -4.64% (-$132.7K) YoY -8.26% (-$245.5K)
(cusip46434V613)✕	42.1K	QoQ -71.62% (-106.1K) YoY -21.18% (-11.3K)	All Managers (Combined)	$2.7M	QoQ -59.53% (-$4.0M) YoY +11.52% (-$280.2K)
(VUGcusip922908736)	7.3K	QoQ -83.34% (-36.4K) YoY -91.56% (-79.0K)	All Managers (Combined)	$2.7M	QoQ -84.95% (-$15.2M) YoY -90.91% (-$27.0M)
(cusip92189F676)✕	12.4K	QoQ -25.59% (-4.3K) YoY +34.68% (+3.2K)	All Managers (Combined)	$2.6M	QoQ -35.02% (-$1.4M) YoY +26.59% (+$550.9K)
(cusip464287515)✕	29.3K	QoQ +29.10% (+6.6K) YoY NEW(+29.3K)	All Managers (Combined)	$2.6M	QoQ +14.75% (+$335.0K) YoY NEW(+$2.6M)
(cusip464286772)✕	48.1K	QoQ -2.07% (-1.0K) YoY +14.72% (-6.2K)	All Managers (Combined)	$2.6M	QoQ +3.98% (-$99.6K) YoY -7.61% (-$214.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	30.8K	QoQ -20.29% (-7.8K) YoY -39.51% (-20.1K)	All Managers (Combined)	$2.6M	QoQ -11.05% (-$322.6K) YoY +121.83% (-$1.4M)
AMGEN INC(AMGNcusip031162100)	8.3K	QoQ -17.95% (-1.8K) YoY -4.81% (-420)	All Managers (Combined)	$2.6M	QoQ -1.93% (-$51.0K) YoY +4.31% (-$106.8K)
Salesforce, Inc.(CRMcusip79466L302)	9.6K	QoQ +4.49% (-412) YoY +27.92% (+2.1K)	All Managers (Combined)	$2.6M	QoQ -16.12% (-$494.1K) YoY +13.98% (+$315.4K)
VISA INC.(Vcusip92826C839)	7.3K	QoQ -66.87% (-14.7K) YoY -69.51% (-16.6K)	All Managers (Combined)	$2.6M	QoQ -63.26% (-$4.4M) YoY -61.72% (-$4.1M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	10.0K	QoQ +9.80% (-892) YoY +62.99% (+3.9K)	All Managers (Combined)	$2.5M	QoQ -11.68% (-$336.0K) YoY +59.47% (+$947.0K)
(cusip46431W507)✕	49.8K	QoQ -3.32% (-1.7K) YoY +8.78% (+4.0K)	All Managers (Combined)	$2.5M	QoQ -2.61% (-$68.2K) YoY +9.67% (+$223.6K)
(cusip37954Y236)✕	151.3K	QoQ -0.16% (-249) YoY NEW(+151.3K)	All Managers (Combined)	$2.5M	QoQ -1.91% (-$48.0K) YoY NEW(+$2.5M)
(cusip46641Q159)✕	53.4K	QoQ +219.28% (+36.7K) YoY NEW(+53.4K)	All Managers (Combined)	$2.5M	QoQ +222.43% (+$1.7M) YoY NEW(+$2.5M)
HOME DEPOT, INC.(HDcusip437076102)	6.7K	QoQ -3.46% (-239) YoY -25.67% (-2.3K)	All Managers (Combined)	$2.4M	QoQ -9.04% (-$242.5K) YoY -28.99% (-$995.6K)