Strategic-Advocates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "APPF",
  "ADBE",
  "GOOGL",
  "AXP",
  "CAT",
  "AVGO",
  "APP",
  null,
  "BSX",
  null,
  null,
  "ETG",
  "MARA",
  null,
  "RGTI",
  null,
  "TYG",
  "FCX",
  "KIO",
  "MUC",
  "HPQ",
  "QBTS",
  "DFP",
  "UNP",
  "QCOM",
  "SCCO",
  "FSCO",
  "ISRG",
  null,
  null,
  "HWM",
  "AMAT",
  "META",
  null,
  "VVR",
  null,
  null,
  null,
  null,
  "NAC",
  "LGI",
  "IONQ",
  null,
  "MA",
  "MSFT",
  "DUOL",
  "DBX",
  null,
  "GE",
  "OXY",
  "ANET",
  "KHC",
  "OKE",
  null,
  "PANW",
  "PGR",
  "IEMG",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  "PG",
  "MSTR",
  "NOW",
  "SPG",
  "GLD",
  null,
  "IBM",
  "BIV",
  "SUN",
  "EME",
  "FLC",
  "PATH",
  "VYM",
  "PSN",
  "AXON",
  "AMD",
  "IWP",
  "KNF",
  "AMZN",
  null,
  "VUG",
  "VIOG",
  "VERX",
  null,
  null,
  "SCHD",
  "ET",
  "SOFI",
  "SCHG",
  "TTD",
  null,
  "GWW",
  "NTAP",
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "LNG",
  "CMG",
  "CSCO",
  "CLH",
  "CME",
  "KO",
  "DDOG",
  "DVA",
  "DELL",
  "QQQ",
  "GOOG",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 113
Total Value: 287758407
Accession Number: 0001765380-25-000202
Form Type: 13F-HR
CIK: strategic-advocates
Manager Name: Strategic-Advocates

Data Enrichment

82% identified

93 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

113 positions • $287.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 6

Sort by:

MICROSTRATEGY Inc

MSTR|594972408

Shares:7.9K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$287.8M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:45.1K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$287.8M)

ServiceNow, Inc.

NOW|81762P102

Shares:2.8K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$287.8M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:7.6K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$287.8M)

Palo Alto Networks Inc

PANW|697435105

Shares:12.5K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$287.8M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:19.9K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$287.8M)

Arista Networks, Inc.

ANET|040413205

Shares:25.1K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$287.8M)

808524300

SCHG|808524300

Shares:76.2K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$287.8M)

464289859

Shares:24.0K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$287.8M)

Broadcom Inc.

AVGO|11135F101

Shares:10.6K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$287.8M)

922908736

VUG|922908736

Shares:4.7K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$287.8M)

464287481

IWP|464287481

Shares:13.7K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$287.8M)

46435U366

Shares:44.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$287.8M)

00214Q203

Shares:18.4K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$287.8M)

301505731

Shares:27.3K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$287.8M)

37954Y715

Shares:41.5K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$287.8M)

46435U556

Shares:37.0K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$287.8M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:4.8K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$287.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$287.8M)

Howmet Aerospace Inc.

HWM|443201108

Shares:8.5K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$287.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSTRATEGY Inc(MSTRcusip594972408)	7.9K	QoQ +5.40% (+403) YoY +3390.22% (+7.6K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$287.8M)	QoQ +4.91% (+$106.1K) YoY +490.25% (+$1.9M)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	45.1K	QoQ +1.28% (-573) YoY NEW(+45.1K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$287.8M)	QoQ -15.66% (-$420.1K) YoY NEW(+$2.3M)
ServiceNow, Inc.(NOWcusip81762P102)	2.8K	QoQ -11.57% (-368) YoY +843.28% (+2.5K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$287.8M)	QoQ -33.59% (-$1.1M) YoY +885.03% (+$2.0M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$287.8M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
Palo Alto Networks Inc(PANWcusip697435105)	12.5K	QoQ +13.95% (+1.5K) YoY NEW(+12.5K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$287.8M)	QoQ +6.86% (+$137.6K) YoY NEW(+$2.1M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	19.9K	QoQ NEW(+19.9K) YoY NEW(+19.9K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$287.8M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Arista Networks, Inc.(ANETcusip040413205)	25.1K	QoQ +975.72% (+22.8K) YoY NEW(+25.1K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$287.8M)	QoQ +654.07% (+$1.7M) YoY NEW(+$1.9M)
(SCHGcusip808524300)	76.2K	QoQ -1.94% (-1.5K) YoY +95.57% (-37.2K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$287.8M)	QoQ -11.90% (-$257.9K) YoY -47.18% (-$1.7M)
(cusip464289859)✕	24.0K	QoQ -0.63% (-153) YoY -3.52% (-875)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$287.8M)	QoQ -0.77% (-$14.4K) YoY +0.47% (-$8.6K)
Broadcom Inc.(AVGOcusip11135F101)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$287.8M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(VUGcusip922908736)	4.7K	QoQ -1.41% (-67) YoY -12.06% (-641)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$287.8M)	QoQ -10.93% (-$212.6K) YoY -5.25% (-$96.2K)
(IWPcusip464287481)	13.7K	QoQ -3.08% (-438) YoY -41.85% (-9.9K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$287.8M)	QoQ -10.16% (-$182.8K) YoY -40.14% (-$1.1M)
(cusip46435U366)✕	44.6K	QoQ +31.97% (+10.8K) YoY NEW(+44.6K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$287.8M)	QoQ +31.97% (+$315.9K) YoY NEW(+$1.3M)
(cusip00214Q203)✕	18.4K	QoQ +18.52% (+2.9K) YoY NEW(+18.4K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$287.8M)	QoQ +1.66% (+$20.0K) YoY NEW(+$1.2M)
(cusip301505731)✕	27.3K	QoQ +18.90% (+4.3K) YoY NEW(+27.3K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$287.8M)	QoQ +7.38% (+$82.9K) YoY NEW(+$1.2M)
(cusip37954Y715)✕	41.5K	QoQ +41.90% (+12.3K) YoY NEW(+41.5K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$287.8M)	QoQ +26.40% (+$246.7K) YoY NEW(+$1.2M)
(cusip46435U556)✕	37.0K	QoQ +32.51% (+9.1K) YoY NEW(+37.0K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$287.8M)	QoQ +12.42% (+$128.5K) YoY NEW(+$1.2M)
Cheniere Energy, Inc.(LNGcusip16411R208)	4.8K	QoQ NEW(+4.8K) YoY +36.19% (+1.3K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$287.8M)	QoQ NEW(+$1.1M) YoY +95.40% (+$543.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.1K	QoQ 0.00% (+0) YoY +4.85% (+96)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$287.8M)	QoQ +17.49% (+$164.3K) YoY +32.80% (+$272.6K)
Howmet Aerospace Inc.(HWMcusip443201108)	8.5K	QoQ NEW(+8.5K) YoY +80.97% (+3.8K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$287.8M)	QoQ NEW(+$1.1M) YoY +243.09% (+$777.4K)