Your-Advocates-Ltd-Llp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INDI",
  "PINS",
  "PRO",
  "TEM",
  "MGY",
  "MQ",
  "RXO",
  "POOL",
  "ATR",
  "FNDF",
  "FNDA",
  "MBC",
  "A",
  "ALL",
  "ASO",
  "AXP",
  null,
  "T",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "SERV",
  null,
  null,
  "EOG",
  "MMYT",
  "SDRL.OL",
  "AUPH",
  "VIK",
  null,
  "RLAY",
  "AIRG",
  "HD",
  "IBN",
  null,
  null,
  "FBIN",
  "UNP",
  "FUBO",
  null,
  "ITW",
  "AMAT",
  "RIVN",
  null,
  "LUNR",
  "NAUT",
  null,
  null,
  "NLY",
  "CP",
  null,
  null,
  "LIN",
  null,
  "MPC",
  "SLF",
  "MSFT",
  null,
  "MS",
  "DXC",
  "ELF",
  null,
  "FIS",
  "GXO",
  "HES",
  "OXY",
  null,
  "IJR",
  "VHT",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "INTC",
  "GEHC",
  "KEYS",
  "AMGN",
  "FNDX",
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  null,
  "AEVA",
  null,
  "SHOP",
  "SGML",
  "SLB",
  "GLD",
  null,
  null,
  null,
  "RSG",
  null,
  "SYK",
  "SBUX",
  "SNPS",
  "TMO",
  "TRV",
  null,
  null,
  null,
  null,
  "ZKIN",
  null,
  null,
  null,
  "VOE",
  "ASTS",
  "RKLB",
  "SCHW",
  "NVVE",
  null,
  null,
  null,
  null,
  "TOST",
  "TSCO",
  "CHPT",
  "VRSK",
  "AGCO",
  null,
  null,
  null,
  "HAL",
  "APH",
  "FI",
  "IWP",
  null,
  "CTSO",
  null,
  "AMZN",
  "SCHB",
  "TTWO",
  "PLUG",
  "ESGD",
  "KD",
  null,
  "ACM",
  "USB",
  "VEA",
  "MGK",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "VFF",
  null,
  "WFRD",
  "WBD",
  "WMT",
  null,
  "XYL",
  "GRMN",
  "SO",
  "TTD",
  "TRMB",
  "RBLX",
  "DIA",
  "SPOT",
  null,
  "ZION",
  "GEV",
  "FDX",
  "AME",
  "LULU",
  "ADP",
  "BL",
  "BMY",
  "CNC",
  "CMG",
  "KO",
  "CGNX",
  "COIN",
  "COP",
  "STZ",
  "COST",
  "CTVA",
  "CPNG",
  "CRWD",
  "DHR",
  "DNLI",
  "DXCM",
  null,
  "MCO",
  "IWM",
  "DIS",
  "XOM",
  "TSLA",
  "MED",
  "NFLX",
  "ANET",
  "ITOT",
  "URI",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 211
Total Value: 260599332
Accession Number: 0001774437-25-000003
Form Type: 13F-HR
CIK: your-advocates-ltd-llp
Manager Name: Your-Advocates-Ltd-Llp

Data Enrichment

73% identified

155 identified56 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

211 positions • $260.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287226

Shares:4.2K

Value:$417.9K

% of Portfolio:0.2% ($417.9K/$260.6M)

808524102

SCHB|808524102

Shares:18.0K

Value:$387.0K

% of Portfolio:0.1% ($387.0K/$260.6M)

AECOM

ACM|00766T100

Shares:4.1K

Value:$381.3K

% of Portfolio:0.1% ($381.3K/$260.6M)

HALLIBURTON CO

HAL|406216101

Shares:10.4K

Value:$264.3K

% of Portfolio:0.1% ($264.3K/$260.6M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:5.0K

Value:$244.3K

% of Portfolio:0.1% ($244.3K/$260.6M)

922908769

VTI|922908769

Shares:875

Value:$240.5K

% of Portfolio:0.1% ($240.5K/$260.6M)

02368W309

Shares:9.7K

Value:$228.1K

% of Portfolio:0.1% ($228.1K/$260.6M)

97717W315

Shares:5.3K

Value:$221.6K

% of Portfolio:0.1% ($221.6K/$260.6M)

MICROSOFT CORP

MSFT|594918104

Shares:464

Value:$174.2K

% of Portfolio:0.1% ($174.2K/$260.6M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:3.9K

Value:$163.8K

% of Portfolio:0.1% ($163.8K/$260.6M)

Marathon Petroleum Corp

MPC|56585A102

Shares:1.1K

Value:$162.0K

% of Portfolio:0.1% ($162.0K/$260.6M)

D66992104

Shares:492

Value:$130.1K

% of Portfolio:0.0% ($130.1K/$260.6M)

MOODYS CORP /DE/

MCO|615369105

Shares:253

Value:$117.8K

% of Portfolio:0.0% ($117.8K/$260.6M)

Tesla, Inc.

TSLA|88160R101

Shares:400

Value:$103.7K

% of Portfolio:0.0% ($103.7K/$260.6M)

46435U218

Shares:1.0K

Value:$100.4K

% of Portfolio:0.0% ($100.4K/$260.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:325

Value:$99.3K

% of Portfolio:0.0% ($99.3K/$260.6M)

428236103

Shares:3.5K

Value:$96.2K

% of Portfolio:0.0% ($96.2K/$260.6M)

464287150

ITOT|464287150

Shares:775

Value:$94.6K

% of Portfolio:0.0% ($94.6K/$260.6M)

STARBUCKS CORP

SBUX|855244109

Shares:914

Value:$89.7K

% of Portfolio:0.0% ($89.7K/$260.6M)

AMAZON COM INC

AMZN|023135106

Shares:441

Value:$83.9K

% of Portfolio:0.0% ($83.9K/$260.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	4.2K	QoQ +5.88% (+235) YoY -13.45% (-657)	All Managers (Combined)	$417.9K	0.2% ($417.9K/$260.6M)	QoQ +8.09% (+$31.3K) YoY -12.59% (-$60.2K)
(SCHBcusip808524102)	18.0K	QoQ +0.29% (-52) YoY +223.89% (+12.4K)	All Managers (Combined)	$387.0K	0.1% ($387.0K/$260.6M)	QoQ -4.88% (-$19.9K) YoY +14.22% (+$48.2K)
AECOM(ACMcusip00766T100)	4.1K	QoQ 0.00% (-0) YoY -6.37% (-280)	All Managers (Combined)	$381.3K	0.1% ($381.3K/$260.6M)	QoQ -13.19% (-$57.9K) YoY -11.48% (-$49.5K)
HALLIBURTON CO(HALcusip406216101)	10.4K	QoQ 0.00% (-0) YoY NEW(+10.4K)	All Managers (Combined)	$264.3K	0.1% ($264.3K/$260.6M)	QoQ -6.69% (-$19.0K) YoY NEW(+$264.3K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	5.0K	QoQ -0.20% (-10) YoY NEW(+5.0K)	All Managers (Combined)	$244.3K	0.1% ($244.3K/$260.6M)	QoQ -0.30% (-$742) YoY NEW(+$244.3K)
(VTIcusip922908769)	875	QoQ 0.00% (-0) YoY +1132.39% (+804)	All Managers (Combined)	$240.5K	0.1% ($240.5K/$260.6M)	QoQ -5.16% (-$13.1K) YoY +1203.22% (+$222.0K)
(cusip02368W309)✕	9.7K	QoQ +1.66% (+159) YoY +627.04% (+8.4K)	All Managers (Combined)	$228.1K	0.1% ($228.1K/$260.6M)	QoQ +1.44% (+$3.3K) YoY +603.39% (+$195.7K)
(cusip97717W315)✕	5.3K	QoQ -0.84% (-45) YoY -57.03% (-7.0K)	All Managers (Combined)	$221.6K	0.1% ($221.6K/$260.6M)	QoQ +3.04% (-$6.6K) YoY -56.78% (-$291.2K)
MICROSOFT CORP(MSFTcusip594918104)	464	QoQ +2.20% (-10) YoY -18.16% (-103)	All Managers (Combined)	$174.2K	0.1% ($174.2K/$260.6M)	QoQ -8.97% (-$17.2K) YoY -26.97% (-$64.4K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	3.9K	QoQ -20.94% (-1.0K) YoY -20.94% (-1.0K)	All Managers (Combined)	$163.8K	0.1% ($163.8K/$260.6M)	QoQ -13.80% (-$26.2K) YoY -39.70% (-$107.9K)
Marathon Petroleum Corp(MPCcusip56585A102)	1.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$162.0K	0.1% ($162.0K/$260.6M)	QoQ +4.43% (+$6.9K) YoY -27.69% (-$62.1K)
(cusipD66992104)✕	492	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$130.1K	0.0% ($130.1K/$260.6M)	QoQ +9.31% (+$11.1K) YoY +35.77% (+$34.3K)
MOODYS CORP /DE/(MCOcusip615369105)	253	QoQ 0.00% (-0) YoY -15.66% (-47)	All Managers (Combined)	$117.8K	0.0% ($117.8K/$260.6M)	QoQ -1.62% (-$1.9K) YoY -0.07% (-$89)
Tesla, Inc.(TSLAcusip88160R101)	400	QoQ +3900.00% (+390) YoY -83.01% (-2.0K)	All Managers (Combined)	$103.7K	0.0% ($103.7K/$260.6M)	QoQ +2467.21% (+$99.6K) YoY -74.95% (-$310.3K)
(cusip46435U218)✕	1.0K	QoQ 0.00% (-0) YoY +0.19% (+2)	All Managers (Combined)	$100.4K	0.0% ($100.4K/$260.6M)	QoQ -6.97% (-$7.5K) YoY +2.30% (+$2.3K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	325	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$99.3K	0.0% ($99.3K/$260.6M)	QoQ +4.37% (+$4.2K) YoY +22.33% (+$18.1K)
(cusip428236103)✕	3.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$96.2K	0.0% ($96.2K/$260.6M)	QoQ -15.13% (-$17.2K) YoY -8.37% (-$8.8K)
(ITOTcusip464287150)	775	QoQ 0.00% (-0) YoY -12.42% (-110)	All Managers (Combined)	$94.6K	0.0% ($94.6K/$260.6M)	QoQ -5.13% (-$5.1K) YoY -7.33% (-$7.5K)
STARBUCKS CORP(SBUXcusip855244109)	914	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$89.7K	0.0% ($89.7K/$260.6M)	QoQ +7.49% (+$6.3K) YoY +7.33% (+$6.1K)
AMAZON COM INC(AMZNcusip023135106)	441	QoQ +0.68% (-3) YoY +20.82% (+76)	All Managers (Combined)	$83.9K	0.0% ($83.9K/$260.6M)	QoQ -12.68% (-$12.2K) YoY +27.43% (+$18.1K)