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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ALLSTATE CORP

ALL|020002101

Shares:400

Value:$82.8K

% of Portfolio:0.0% ($82.8K/$260.6M)

02072L532

Shares:4.2K

Value:$80.9K

% of Portfolio:0.0% ($80.9K/$260.6M)

FEDEX CORP

FDX|31428X106

Shares:331

Value:$80.7K

% of Portfolio:0.0% ($80.7K/$260.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:150

Value:$78.6K

% of Portfolio:0.0% ($78.6K/$260.6M)

369604103

Shares:374

Value:$74.9K

% of Portfolio:0.0% ($74.9K/$260.6M)

78464A672

Shares:2.5K

Value:$72.3K

% of Portfolio:0.0% ($72.3K/$260.6M)

922908363

VOO|922908363

Shares:138

Value:$71.1K

% of Portfolio:0.0% ($71.1K/$260.6M)

16934Q109

Shares:5.5K

Value:$70.5K

% of Portfolio:0.0% ($70.5K/$260.6M)

025072703

AVDE|025072703

Shares:1.0K

Value:$68.1K

% of Portfolio:0.0% ($68.1K/$260.6M)

Toast, Inc.

TOST|888787108

Shares:2.0K

Value:$66.3K

% of Portfolio:0.0% ($66.3K/$260.6M)

464285105

Shares:1.1K

Value:$66.0K

% of Portfolio:0.0% ($66.0K/$260.6M)

263534109

Shares:811

Value:$60.6K

% of Portfolio:0.0% ($60.6K/$260.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:59

Value:$55.8K

% of Portfolio:0.0% ($55.8K/$260.6M)

46435G516

ESGD|46435G516

Shares:673

Value:$54.9K

% of Portfolio:0.0% ($54.9K/$260.6M)

HOME DEPOT, INC.

HD|437076102

Shares:146

Value:$53.5K

% of Portfolio:0.0% ($53.5K/$260.6M)

464287200

IVV|464287200

Shares:91

Value:$51.1K

% of Portfolio:0.0% ($51.1K/$260.6M)

Corteva, Inc.

CTVA|22052L104

Shares:810

Value:$51.0K

% of Portfolio:0.0% ($51.0K/$260.6M)

GARMIN LTD

GRMN|H2906T109

Shares:200

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$260.6M)

M8186D122

Shares:100.0K

Value:$43.0K

% of Portfolio:0.0% ($43.0K/$260.6M)

Tempus AI, Inc.

TEM|88023B103

Shares:800

Value:$38.6K

% of Portfolio:0.0% ($38.6K/$260.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALLSTATE CORP(ALLcusip020002101)	400	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$82.8K	0.0% ($82.8K/$260.6M)	QoQ +7.40% (+$5.7K) YoY +19.68% (+$13.6K)
(cusip02072L532)✕	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$80.9K	0.0% ($80.9K/$260.6M)	QoQ NEW(+$80.9K) YoY NEW(+$80.9K)
FEDEX CORP(FDXcusip31428X106)	331	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$80.7K	0.0% ($80.7K/$260.6M)	QoQ -13.34% (-$12.4K) YoY -15.86% (-$15.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	150	QoQ 0.00% (+0) YoY -49.66% (-148)	All Managers (Combined)	$78.6K	0.0% ($78.6K/$260.6M)	QoQ +3.53% (+$2.7K) YoY -46.70% (-$68.9K)
(cusip369604103)✕	374	QoQ 0.00% (+0) YoY +6.85% (+24)	All Managers (Combined)	$74.9K	0.0% ($74.9K/$260.6M)	QoQ +20.00% (+$12.5K) YoY +21.84% (+$13.4K)
(cusip78464A672)✕	2.5K	QoQ 0.00% (+0) YoY -50.73% (-2.6K)	All Managers (Combined)	$72.3K	0.0% ($72.3K/$260.6M)	QoQ +2.51% (+$1.8K) YoY -50.04% (-$72.4K)
(VOOcusip922908363)	138	QoQ +160.37% (+85) YoY NEW(+138)	All Managers (Combined)	$71.1K	0.0% ($71.1K/$260.6M)	QoQ +148.89% (+$42.5K) YoY NEW(+$71.1K)
(cusip16934Q109)✕	5.5K	QoQ 0.00% (-0) YoY -66.67% (-11.0K)	All Managers (Combined)	$70.5K	0.0% ($70.5K/$260.6M)	QoQ -8.35% (-$6.4K) YoY -7.24% (-$5.5K)
(AVDEcusip025072703)	1.0K	QoQ 0.00% (+0) YoY NEW(+1.0K)	All Managers (Combined)	$68.1K	0.0% ($68.1K/$260.6M)	QoQ +7.98% (+$5.0K) YoY NEW(+$68.1K)
Toast, Inc.(TOSTcusip888787108)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$66.3K	0.0% ($66.3K/$260.6M)	QoQ -8.99% (-$6.6K) YoY +33.10% (+$16.5K)
(cusip464285105)✕	1.1K	QoQ 0.00% (+0) YoY -72.90% (-3.0K)	All Managers (Combined)	$66.0K	0.0% ($66.0K/$260.6M)	QoQ +19.08% (+$10.6K) YoY -61.97% (-$107.6K)
(cusip263534109)✕	811	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$60.6K	0.0% ($60.6K/$260.6M)	QoQ -2.06% (-$1.3K) YoY -2.59% (-$1.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	59	QoQ 0.00% (+0) YoY -48.24% (-55)	All Managers (Combined)	$55.8K	0.0% ($55.8K/$260.6M)	QoQ +3.22% (+$1.7K) YoY -33.18% (-$27.7K)
(ESGDcusip46435G516)	673	QoQ 0.00% (+0) YoY +47.58% (+217)	All Managers (Combined)	$54.9K	0.0% ($54.9K/$260.6M)	QoQ +7.28% (+$3.7K) YoY +50.89% (+$18.5K)
HOME DEPOT, INC.(HDcusip437076102)	146	QoQ -21.50% (-40) YoY -11.51% (-19)	All Managers (Combined)	$53.5K	0.0% ($53.5K/$260.6M)	QoQ -26.04% (-$18.8K) YoY -15.46% (-$9.8K)
(IVVcusip464287200)	91	QoQ 0.00% (-0) YoY -25.40% (-31)	All Managers (Combined)	$51.1K	0.0% ($51.1K/$260.6M)	QoQ -4.54% (-$2.4K) YoY -20.27% (-$13.0K)
Corteva, Inc.(CTVAcusip22052L104)	810	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$51.0K	0.0% ($51.0K/$260.6M)	QoQ +10.47% (+$4.8K) YoY +9.11% (+$4.3K)
GARMIN LTD(GRMNcusipH2906T109)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$43.4K	0.0% ($43.4K/$260.6M)	QoQ +5.27% (+$2.2K) YoY +45.85% (+$13.7K)
(cusipM8186D122)✕	100.0K	QoQ NEW(+100.0K) YoY NEW(+100.0K)	All Managers (Combined)	$43.0K	0.0% ($43.0K/$260.6M)	QoQ NEW(+$43.0K) YoY NEW(+$43.0K)
Tempus AI, Inc.(TEMcusip88023B103)	800	QoQ +14.28% (+100) YoY NEW(+800)	All Managers (Combined)	$38.6K	0.0% ($38.6K/$260.6M)	QoQ +63.30% (+$15.0K) YoY NEW(+$38.6K)