Financial-Advocates-Investment-Management
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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Financial-Advocates-Investment-Management
Data Enrichment
60% identified425 identified282 unidentified
Holdings
707 positions • $1.4B total value
Manager:
Search and click to pin securities to the top
Page 8 of 36
09290C103
Shares:49.8K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.4B)
464287457
Shares:29.0K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.4B)
78468R853
Shares:58.5K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.4B)
464288653
Shares:22.9K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.4B)
464287101
Shares:8.7K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.4B)
37954Y483
Shares:133.3K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.4B)
33740F755
Shares:72.3K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.4B)
46654Q724
Shares:34.7K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.4B)
Shares:13.0K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.4B)
46138E354
Shares:27.5K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.4B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip09290C103)✕ | 49.8K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.4B) | ||
| 6.8K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.4B) | |||
(cusip464287457)✕ | 29.0K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.4B) | ||
| 14.0K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.4B) | |||
(cusip78468R853)✕ | 58.5K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.4B) | ||
(cusip464288653)✕ | 22.9K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.4B) | ||
(cusip464287101)✕ | 8.7K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.4B) | ||
STARBUCKS CORP(SBUXcusip855244109) | 23.9K | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.4B) | ||
| 30.5K | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.4B) | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 19.6K | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.4B) | ||
Mastercard Inc(MAcusip57636Q104) | 4.2K | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.4B) | ||
AbbVie Inc.(ABBVcusip00287Y109) | 10.7K | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.4B) | ||
(cusip37954Y483)✕ | 133.3K | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.4B) | ||
(cusip33740F755)✕ | 72.3K | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$1.4B) | ||
| 25.5K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.4B) | |||
| 8.1K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.4B) | |||
(cusip46654Q724)✕ | 34.7K | YoY NEW(+34.7K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.4B) | YoY NEW(+$2.1M) |
| 13.0K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.4B) | |||
(cusip46138E354)✕ | 27.5K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.4B) | ||
| 12.3K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.4B) |