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

Page 5 of 11

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COCA COLA CO

KO|191216100

Shares:352

Value:$25.2K

% of Portfolio:0.0% ($25.2K/$260.6M)

78463X509

Shares:610

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$260.6M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:55

Value:$23.3K

% of Portfolio:0.0% ($23.3K/$260.6M)

UNITED RENTALS, INC.

URI|911363109

Shares:37

Value:$23.2K

% of Portfolio:0.0% ($23.2K/$260.6M)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:140

Value:$21.0K

% of Portfolio:0.0% ($21.0K/$260.6M)

NVIDIA CORP

NVDA|67066G104

Shares:188

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$260.6M)

UNION PACIFIC CORP

UNP|907818108

Shares:85

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$260.6M)

46429B267

Shares:873

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$260.6M)

Broadcom Inc.

AVGO|11135F101

Shares:110

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$260.6M)

24702R101

Shares:200

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$260.6M)

464287655

IWM|464287655

Shares:84

Value:$16.8K

% of Portfolio:0.0% ($16.8K/$260.6M)

Rocket Lab USA, Inc.

RKLB|773122106

Shares:890

Value:$15.9K

% of Portfolio:0.0% ($15.9K/$260.6M)

SUN LIFE FINANCIAL INC

SLF|866796105

Shares:275

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$260.6M)

97717W521

Shares:444

Value:$15.5K

% of Portfolio:0.0% ($15.5K/$260.6M)

46435U549

Shares:306

Value:$14.5K

% of Portfolio:0.0% ($14.5K/$260.6M)

921910816

MGK|921910816

Shares:45

Value:$13.9K

% of Portfolio:0.0% ($13.9K/$260.6M)

92204A504

VHT|92204A504

Shares:50

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$260.6M)

EOG RESOURCES INC

EOG|26875P101

Shares:100

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$260.6M)

46435G243

Shares:471

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$260.6M)

464287804

IJR|464287804

Shares:111

Value:$11.6K

% of Portfolio:0.0% ($11.6K/$260.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COCA COLA CO(KOcusip191216100)	352	QoQ -41.52% (-250) YoY -58.49% (-496)	All Managers (Combined)	$25.2K	0.0% ($25.2K/$260.6M)	QoQ -32.73% (-$12.3K) YoY -51.40% (-$26.7K)
(cusip78463X509)✕	610	QoQ 0.00% (+0) YoY -97.78% (-26.9K)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$260.6M)	QoQ +2.60% (+$610) YoY -97.59% (-$972.8K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	55	QoQ +22.22% (+10) YoY NEW(+55)	All Managers (Combined)	$23.3K	0.0% ($23.3K/$260.6M)	QoQ +21.03% (+$4.0K) YoY NEW(+$23.3K)
UNITED RENTALS, INC.(URIcusip911363109)	37	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$23.2K	0.0% ($23.2K/$260.6M)	QoQ -11.03% (-$2.9K) YoY -13.09% (-$3.5K)
Keysight Technologies, Inc.(KEYScusip49338L103)	140	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$21.0K	0.0% ($21.0K/$260.6M)	QoQ -6.75% (-$1.5K) YoY -4.22% (-$925)
NVIDIA CORP(NVDAcusip67066G104)	188	QoQ +4.44% (-8) YoY +168.57% (-118)	All Managers (Combined)	$20.4K	0.0% ($20.4K/$260.6M)	QoQ -15.70% (-$3.8K) YoY -67.78% (-$42.9K)
UNION PACIFIC CORP(UNPcusip907818108)	85	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$20.1K	0.0% ($20.1K/$260.6M)	QoQ +3.59% (+$697) YoY -3.94% (-$824)
(cusip46429B267)✕	873	QoQ 0.00% (+0) YoY -69.97% (-2.0K)	All Managers (Combined)	$20.1K	0.0% ($20.1K/$260.6M)	QoQ +0.03% (+$8) YoY -69.68% (-$46.1K)
Broadcom Inc.(AVGOcusip11135F101)	110	QoQ 0.00% (-0) YoY +900.00% (+99)	All Managers (Combined)	$18.4K	0.0% ($18.4K/$260.6M)	QoQ -27.78% (-$7.1K) YoY +26.31% (+$3.8K)
(cusip24702R101)✕	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$260.6M)	QoQ -20.90% (-$4.8K) YoY -20.12% (-$4.6K)
(IWMcusip464287655)	84	QoQ +6.32% (-5) YoY +82.60% (+38)	All Managers (Combined)	$16.8K	0.0% ($16.8K/$260.6M)	QoQ -4.00% (-$699) YoY +73.21% (+$7.1K)
Rocket Lab USA, Inc.(RKLBcusip773122106)	890	QoQ -1.11% (-10) YoY +8.53% (+70)	All Managers (Combined)	$15.9K	0.0% ($15.9K/$260.6M)	QoQ -30.58% (-$7.0K) YoY +372.19% (+$12.5K)
SUN LIFE FINANCIAL INC(SLFcusip866796105)	275	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$260.6M)	QoQ -3.50% (-$572) YoY +4.91% (+$737)
(cusip97717W521)✕	444	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$15.5K	0.0% ($15.5K/$260.6M)	QoQ +1.21% (+$186) YoY +4.50% (+$670)
(cusip46435U549)✕	306	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.5K	0.0% ($14.5K/$260.6M)	QoQ +2.24% (+$318) YoY +0.89% (+$129)
(MGKcusip921910816)	45	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.9K	0.0% ($13.9K/$260.6M)	QoQ -10.04% (-$1.6K) YoY +7.77% (+$1.0K)
(VHTcusip92204A504)	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$13.2K	0.0% ($13.2K/$260.6M)	QoQ NEW(+$13.2K) YoY NEW(+$13.2K)
EOG RESOURCES INC(EOGcusip26875P101)	100	QoQ 0.00% (+0) YoY NEW(+100)	All Managers (Combined)	$12.8K	0.0% ($12.8K/$260.6M)	QoQ +4.61% (+$566) YoY NEW(+$12.8K)
(cusip46435G243)✕	471	QoQ 0.00% (+0) YoY +5.60% (+25)	All Managers (Combined)	$11.8K	0.0% ($11.8K/$260.6M)	QoQ +1.17% (+$137) YoY +7.82% (+$853)
(IJRcusip464287804)	111	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.6K	0.0% ($11.6K/$260.6M)	QoQ -9.24% (-$1.2K) YoY -5.38% (-$661)