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:

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DROPBOX, INC.

DBX|26210C104

Shares:40.4K

Value:$1.1M

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

IonQ, Inc.

IONQ|46222L108

Shares:48.8K

Value:$1.1M

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

NetApp, Inc.

NTAP|64110D104

Shares:12.2K

Value:$1.1M

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

921946406

VYM|921946406

Shares:7.9K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$287.8M)

Datadog, Inc.

DDOG|23804L103

Shares:10.2K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$287.8M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:1.0K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$287.8M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:1.9K

Value:$995.1K

% of Portfolio:0.3% ($995.1K/$287.8M)

KKR Income Opportunities Fund

KIO|48249T106

Shares:77.0K

Value:$946.8K

% of Portfolio:0.3% ($946.8K/$287.8M)

Trade Desk, Inc.

TTD|88339J105

Shares:17.2K

Value:$940.9K

% of Portfolio:0.3% ($940.9K/$287.8M)

78464A201

Shares:11.2K

Value:$927.6K

% of Portfolio:0.3% ($927.6K/$287.8M)

TORTOISE ENERGY INFRASTRUCTURE CORP

TYG|89147L886

Shares:21.2K

Value:$913.9K

% of Portfolio:0.3% ($913.9K/$287.8M)

Invesco Senior Income Trust

VVR|46131H107

Shares:232.4K

Value:$871.5K

% of Portfolio:0.3% ($871.5K/$287.8M)

LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC

LGI|52106W103

Shares:56.2K

Value:$866.7K

% of Portfolio:0.3% ($866.7K/$287.8M)

92838Y100

Shares:42.0K

Value:$866.5K

% of Portfolio:0.3% ($866.5K/$287.8M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:72.5K

Value:$843.0K

% of Portfolio:0.3% ($843.0K/$287.8M)

FLAHERTY & CRUMRINE TOTAL RETURN FUND INC

FLC|338479108

Shares:49.8K

Value:$835.3K

% of Portfolio:0.3% ($835.3K/$287.8M)

Flaherty & Crumrine Dynamic Preferred & Income Fund Inc

DFP|33848W106

Shares:40.6K

Value:$821.1K

% of Portfolio:0.3% ($821.1K/$287.8M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.0K

Value:$812.5K

% of Portfolio:0.3% ($812.5K/$287.8M)

Eaton Vance Tax-Advantaged Global Dividend Income Fund

ETG|27828S101

Shares:44.3K

Value:$806.3K

% of Portfolio:0.3% ($806.3K/$287.8M)

AppLovin Corp

APP|03831W108

Shares:2.6K

Value:$692.9K

% of Portfolio:0.2% ($692.9K/$287.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DROPBOX, INC.(DBXcusip26210C104)	40.4K	QoQ -9.55% (-4.3K) YoY +68.01% (+16.3K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$287.8M)	QoQ -19.58% (-$262.5K) YoY +84.68% (+$494.3K)
IonQ, Inc.(IONQcusip46222L108)	48.8K	QoQ +136.11% (+28.1K) YoY NEW(+48.8K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$287.8M)	QoQ +24.75% (+$213.6K) YoY NEW(+$1.1M)
NetApp, Inc.(NTAPcusip64110D104)	12.2K	QoQ -25.05% (-4.1K) YoY +131.57% (+6.9K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$287.8M)	QoQ -43.29% (-$814.8K) YoY +93.79% (+$516.6K)
(VYMcusip921946406)	7.9K	QoQ -4.60% (-382) YoY -26.76% (-2.9K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$287.8M)	QoQ -3.57% (-$37.9K) YoY -21.94% (-$287.0K)
Datadog, Inc.(DDOGcusip23804L103)	10.2K	QoQ +3.63% (-358) YoY +188.68% (+6.7K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$287.8M)	QoQ -28.04% (-$394.7K) YoY +131.72% (+$575.7K)
W.W. GRAINGER, INC.(GWWcusip384802104)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$287.8M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$995.1K	0.3% ($995.1K/$287.8M)	QoQ NEW(+$995.1K) YoY NEW(+$995.1K)
KKR Income Opportunities Fund(KIOcusip48249T106)	77.0K	QoQ NEW(+77.0K) YoY NEW(+77.0K)	All Managers (Combined)	$946.8K	0.3% ($946.8K/$287.8M)	QoQ NEW(+$946.8K) YoY NEW(+$946.8K)
Trade Desk, Inc.(TTDcusip88339J105)	17.2K	QoQ +41.31% (-5.0K) YoY +45.37% (-5.4K)	All Managers (Combined)	$940.9K	0.3% ($940.9K/$287.8M)	QoQ -34.20% (-$489.1K) YoY -9.00% (-$93.1K)
(cusip78464A201)✕	11.2K	QoQ -4.01% (-467) YoY -69.06% (-24.9K)	All Managers (Combined)	$927.6K	0.3% ($927.6K/$287.8M)	QoQ -11.81% (-$124.3K) YoY -70.56% (-$2.2M)
TORTOISE ENERGY INFRASTRUCTURE CORP(TYGcusip89147L886)	21.2K	QoQ NEW(+21.2K) YoY NEW(+21.2K)	All Managers (Combined)	$913.9K	0.3% ($913.9K/$287.8M)	QoQ NEW(+$913.9K) YoY NEW(+$913.9K)
Invesco Senior Income Trust(VVRcusip46131H107)	232.4K	QoQ NEW(+232.4K) YoY NEW(+232.4K)	All Managers (Combined)	$871.5K	0.3% ($871.5K/$287.8M)	QoQ NEW(+$871.5K) YoY NEW(+$871.5K)
LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC(LGIcusip52106W103)	56.2K	QoQ NEW(+56.2K) YoY NEW(+56.2K)	All Managers (Combined)	$866.7K	0.3% ($866.7K/$287.8M)	QoQ NEW(+$866.7K) YoY NEW(+$866.7K)
(cusip92838Y100)✕	42.0K	QoQ NEW(+42.0K) YoY NEW(+42.0K)	All Managers (Combined)	$866.5K	0.3% ($866.5K/$287.8M)	QoQ NEW(+$866.5K) YoY NEW(+$866.5K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	72.5K	QoQ +0.29% (-210) YoY +0.07% (+52)	All Managers (Combined)	$843.0K	0.3% ($843.0K/$287.8M)	QoQ -24.26% (-$270.0K) YoY +59.42% (+$314.2K)
FLAHERTY & CRUMRINE TOTAL RETURN FUND INC(FLCcusip338479108)	49.8K	QoQ NEW(+49.8K) YoY NEW(+49.8K)	All Managers (Combined)	$835.3K	0.3% ($835.3K/$287.8M)	QoQ NEW(+$835.3K) YoY NEW(+$835.3K)
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc(DFPcusip33848W106)	40.6K	QoQ NEW(+40.6K) YoY NEW(+40.6K)	All Managers (Combined)	$821.1K	0.3% ($821.1K/$287.8M)	QoQ NEW(+$821.1K) YoY NEW(+$821.1K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.0K	QoQ +67.12% (+1.2K) YoY -45.09% (-2.5K)	All Managers (Combined)	$812.5K	0.3% ($812.5K/$287.8M)	QoQ +51.50% (+$276.2K) YoY -35.11% (-$439.8K)
Eaton Vance Tax-Advantaged Global Dividend Income Fund(ETGcusip27828S101)	44.3K	QoQ NEW(+44.3K) YoY NEW(+44.3K)	All Managers (Combined)	$806.3K	0.3% ($806.3K/$287.8M)	QoQ NEW(+$806.3K) YoY NEW(+$806.3K)
AppLovin Corp(APPcusip03831W108)	2.6K	QoQ -38.00% (-1.6K) YoY -64.94% (-4.8K)	All Managers (Combined)	$692.9K	0.2% ($692.9K/$287.8M)	QoQ -49.27% (-$673.0K) YoY +34.20% (-$176.6K)