Financial-Advocates-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  "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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  null,
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  "SENS",
  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
  "BRO",
  null,
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  null,
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  null,
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  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,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  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,
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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,
  null,
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  null,
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  null,
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  null,
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  null,
  "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,
  null,
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  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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  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
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  null,
  "NVDA",
  "GS",
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  "MRK",
  null,
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  null,
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  "LPLA",
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  "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",
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  "RTX",
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  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "RSG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
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  "TXN",
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  "TMO",
  "TJX",
  "TFC",
  "TWLO",
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  "UBS",
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  "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",
  null,
  null,
  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",
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  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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  "XLB",
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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,
  null,
  "TT",
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  "MEDP",
  "QLYS",
  "NFG",
  "ADSK",
  "AON",
  "AMCR",
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  null,
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  "AXON",
  "APH",
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  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "TTC",
  null,
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  "PAC",
  null,
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  "IDXX",
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  "AOS",
  "RACE",
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  "NVO",
  null,
  "AMZN",
  "SCHB",
  null,
  "CHY",
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  null,
  "IVE",
  null,
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  null,
  null,
  null,
  "HII",
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  null,
  null,
  "CEF",
  "HDB",
  null,
  "HBAN",
  "VEU",
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  "USB",
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  "VLO",
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  "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,
  null,
  "EXPI",
  "GRMN",
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  "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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  "BTI",
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  "CNI",
  "CDNS",
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  "LEU",
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  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "KO",
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  "CBSH",
  "COP",
  "STZ",
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  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRH",
  "CRWD",
  "CSX",
  "DE",
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  null,
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  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
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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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09290C103

Shares:49.8K

Value:$2.4M

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:6.8K

Value:$2.4M

464287457

Shares:29.0K

Value:$2.4M

Palo Alto Networks Inc

PANW|697435105

Shares:14.0K

Value:$2.4M

78468R853

Shares:58.5K

Value:$2.4M

464288653

Shares:22.9K

Value:$2.4M

464287101

Shares:8.7K

Value:$2.4M

STARBUCKS CORP

SBUX|855244109

Shares:23.9K

Value:$2.3M

921937819

BIV|921937819

Shares:30.5K

Value:$2.3M

EXXON MOBIL CORP

XOM|30231G102

Shares:19.6K

Value:$2.3M

Mastercard Inc

MA|57636Q104

Shares:4.2K

Value:$2.3M

AbbVie Inc.

ABBV|00287Y109

Shares:10.7K

Value:$2.2M

37954Y483

Shares:133.3K

Value:$2.2M

33740F755

Shares:72.3K

Value:$2.1M

464287606

IJK|464287606

Shares:25.5K

Value:$2.1M

922908629

VO|922908629

Shares:8.1K

Value:$2.1M

46654Q724

Shares:34.7K

Value:$2.1M

Philip Morris International Inc.

PM|718172109

Shares:13.0K

Value:$2.1M

46138E354

Shares:27.5K

Value:$2.1M

JOHNSON & JOHNSON

JNJ|478160104

Shares:12.3K

Value:$2.0M

Instrument	Shares		Other Manager	Value
(cusip09290C103)✕	49.8K	QoQ +0.26% (-130) YoY +47.34% (+16.0K)	All Managers (Combined)	$2.4M	QoQ -4.60% (-$117.4K) YoY +61.81% (+$928.2K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	6.8K	QoQ -6.39% (-468) YoY +85.55% (+3.2K)	All Managers (Combined)	$2.4M	QoQ -3.54% (-$88.8K) YoY +104.07% (+$1.2M)
(cusip464287457)✕	29.0K	QoQ -10.77% (-3.5K) YoY -2.64% (-789)	All Managers (Combined)	$2.4M	QoQ -9.95% (-$265.2K) YoY -2.75% (-$68.0K)
Palo Alto Networks Inc(PANWcusip697435105)	14.0K	QoQ +1.29% (-179) YoY +172.09% (+8.9K)	All Managers (Combined)	$2.4M	QoQ -5.01% (-$126.4K) YoY +63.41% (+$929.9K)
(cusip78468R853)✕	58.5K	QoQ -28.77% (-23.6K) YoY -73.68% (-163.8K)	All Managers (Combined)	$2.4M	QoQ -35.37% (-$1.3M) YoY -75.07% (-$7.2M)
(cusip464288653)✕	22.9K	QoQ +102.80% (+11.6K) YoY +7.73% (+1.6K)	All Managers (Combined)	$2.4M	QoQ +120.82% (+$1.3M) YoY +24.20% (+$462.6K)
(cusip464287101)✕	8.7K	QoQ +150.44% (+5.3K) YoY -67.92% (-18.5K)	All Managers (Combined)	$2.4M	QoQ +134.86% (+$1.4M) YoY -26.24% (-$842.7K)
STARBUCKS CORP(SBUXcusip855244109)	23.9K	QoQ -27.82% (-9.2K) YoY -38.73% (-15.1K)	All Managers (Combined)	$2.3M	QoQ -22.41% (-$676.8K) YoY -34.24% (-$1.2M)
(BIVcusip921937819)	30.5K	QoQ -37.00% (-17.9K) YoY -46.52% (-26.6K)	All Managers (Combined)	$2.3M	QoQ -35.45% (-$1.3M) YoY -45.69% (-$2.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	19.6K	QoQ -43.76% (-15.3K) YoY -47.91% (-18.1K)	All Managers (Combined)	$2.3M	QoQ -37.82% (-$1.4M) YoY -46.71% (-$2.0M)
Mastercard Inc(MAcusip57636Q104)	4.2K	QoQ -37.23% (-2.5K) YoY -33.75% (-2.1K)	All Managers (Combined)	$2.3M	QoQ -34.65% (-$1.2M) YoY -24.59% (-$743.5K)
AbbVie Inc.(ABBVcusip00287Y109)	10.7K	QoQ -60.30% (-16.3K) YoY -67.89% (-22.6K)	All Managers (Combined)	$2.2M	QoQ -53.19% (-$2.5M) YoY -63.06% (-$3.8M)
(cusip37954Y483)✕	133.3K	QoQ +20.48% (+22.7K) YoY +90.51% (+63.3K)	All Managers (Combined)	$2.2M	QoQ +9.97% (+$200.9K) YoY +76.90% (+$963.4K)
(cusip33740F755)✕	72.3K	QoQ +3.61% (+2.5K) YoY +54.67% (+25.6K)	All Managers (Combined)	$2.1M	QoQ +0.96% (+$20.5K) YoY +64.25% (+$840.0K)
(IJKcusip464287606)	25.5K	QoQ -26.11% (-9.0K) YoY -32.75% (-12.4K)	All Managers (Combined)	$2.1M	QoQ -36.56% (-$1.2M) YoY -38.61% (-$1.3M)
(VOcusip922908629)	8.1K	QoQ -10.76% (-976) YoY -21.03% (-2.2K)	All Managers (Combined)	$2.1M	QoQ -12.62% (-$302.3K) YoY -18.26% (-$467.3K)
(cusip46654Q724)✕	34.7K	QoQ +36.00% (+9.2K) YoY NEW(+34.7K)	All Managers (Combined)	$2.1M	QoQ +30.83% (+$488.3K) YoY NEW(+$2.1M)
Philip Morris International Inc.(PMcusip718172109)	13.0K	QoQ +1.85% (+237) YoY -16.85% (-2.6K)	All Managers (Combined)	$2.1M	QoQ +34.32% (+$528.5K) YoY +44.03% (-$632.3K)
(cusip46138E354)✕	27.5K	QoQ -8.16% (-2.4K) YoY -66.28% (-54.1K)	All Managers (Combined)	$2.1M	QoQ -1.97% (-$41.3K) YoY -61.29% (-$3.3M)
JOHNSON & JOHNSON(JNJcusip478160104)	12.3K	QoQ -41.29% (-8.7K) YoY -42.64% (-9.2K)	All Managers (Combined)	$2.0M	QoQ -32.68% (-$994.0K) YoY -39.87% (-$1.4M)