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

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EMCOR Group, Inc.

EME|29084Q100

Shares:1.8K

Value:$673.9K

% of Portfolio:0.2% ($673.9K/$287.8M)

UiPath, Inc.

PATH|90364P105

Shares:60.2K

Value:$620.0K

% of Portfolio:0.2% ($620.0K/$287.8M)

389638107

Shares:40.3K

Value:$613.8K

% of Portfolio:0.2% ($613.8K/$287.8M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:15.2K

Value:$575.2K

% of Portfolio:0.2% ($575.2K/$287.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.3K

Value:$558.5K

% of Portfolio:0.2% ($558.5K/$287.8M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:5.2K

Value:$529.5K

% of Portfolio:0.2% ($529.5K/$287.8M)

SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:5.3K

Value:$497.9K

% of Portfolio:0.2% ($497.9K/$287.8M)

CME GROUP INC.

CME|12572Q105

Shares:1.9K

Value:$490.8K

% of Portfolio:0.2% ($490.8K/$287.8M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.3K

Value:$481.6K

% of Portfolio:0.2% ($481.6K/$287.8M)

464289867

Shares:8.1K

Value:$464.3K

% of Portfolio:0.2% ($464.3K/$287.8M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.0K

Value:$460.1K

% of Portfolio:0.2% ($460.1K/$287.8M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.8K

Value:$459.8K

% of Portfolio:0.2% ($459.8K/$287.8M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:2.7K

Value:$450.2K

% of Portfolio:0.2% ($450.2K/$287.8M)

CHEVRON CORP

CVX|166764100

Shares:2.7K

Value:$449.7K

% of Portfolio:0.2% ($449.7K/$287.8M)

ONEOK INC /NEW/

OKE|682680103

Shares:4.5K

Value:$449.2K

% of Portfolio:0.2% ($449.2K/$287.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.5K

Value:$434.3K

% of Portfolio:0.2% ($434.3K/$287.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.9K

Value:$426.6K

% of Portfolio:0.1% ($426.6K/$287.8M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.5K

Value:$420.7K

% of Portfolio:0.1% ($420.7K/$287.8M)

INTEL CORP

INTC|458140100

Shares:18.3K

Value:$416.5K

% of Portfolio:0.1% ($416.5K/$287.8M)

808524797

SCHD|808524797

Shares:14.6K

Value:$408.6K

% of Portfolio:0.1% ($408.6K/$287.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EMCOR Group, Inc.(EMEcusip29084Q100)	1.8K	QoQ -6.51% (-127) YoY NEW(+1.8K)	All Managers (Combined)	$673.9K	0.2% ($673.9K/$287.8M)	QoQ -23.86% (-$211.3K) YoY NEW(+$673.9K)
UiPath, Inc.(PATHcusip90364P105)	60.2K	QoQ -43.65% (-46.6K) YoY NEW(+60.2K)	All Managers (Combined)	$620.0K	0.2% ($620.0K/$287.8M)	QoQ -54.34% (-$737.9K) YoY NEW(+$620.0K)
(cusip389638107)✕	40.3K	QoQ +1.00% (-401) YoY NEW(+40.3K)	All Managers (Combined)	$613.8K	0.2% ($613.8K/$287.8M)	QoQ -45.13% (-$505.0K) YoY NEW(+$613.8K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	15.2K	QoQ +33.90% (+3.8K) YoY +104.55% (+7.8K)	All Managers (Combined)	$575.2K	0.2% ($575.2K/$287.8M)	QoQ +33.13% (+$143.2K) YoY +64.69% (+$225.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.3K	QoQ -13.42% (-353) YoY NEW(+2.3K)	All Managers (Combined)	$558.5K	0.2% ($558.5K/$287.8M)	QoQ -11.40% (-$71.9K) YoY NEW(+$558.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	5.2K	QoQ +175.91% (+3.3K) YoY +183.96% (+3.3K)	All Managers (Combined)	$529.5K	0.2% ($529.5K/$287.8M)	QoQ +134.67% (+$303.9K) YoY +61.64% (+$201.9K)
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	5.3K	QoQ +12.74% (+602) YoY +57.51% (+1.9K)	All Managers (Combined)	$497.9K	0.2% ($497.9K/$287.8M)	QoQ +15.62% (+$67.3K) YoY +38.19% (+$137.6K)
CME GROUP INC.(CMEcusip12572Q105)	1.9K	QoQ -16.21% (-358) YoY +46.94% (+591)	All Managers (Combined)	$490.8K	0.2% ($490.8K/$287.8M)	QoQ -4.28% (-$22.0K) YoY +81.06% (+$219.7K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.3K	QoQ -15.18% (-594) YoY -40.52% (-2.3K)	All Managers (Combined)	$481.6K	0.2% ($481.6K/$287.8M)	QoQ -24.29% (-$154.6K) YoY -58.14% (-$668.9K)
(cusip464289867)✕	8.1K	QoQ -1.52% (-125) YoY +19.05% (+1.3K)	All Managers (Combined)	$464.3K	0.2% ($464.3K/$287.8M)	QoQ -1.09% (-$5.1K) YoY +23.12% (+$87.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.0K	QoQ +16.71% (+429) YoY NEW(+3.0K)	All Managers (Combined)	$460.1K	0.2% ($460.1K/$287.8M)	QoQ +16.70% (+$65.8K) YoY NEW(+$460.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.8K	QoQ -12.98% (-276) YoY NEW(+1.8K)	All Managers (Combined)	$459.8K	0.2% ($459.8K/$287.8M)	QoQ -1.57% (-$7.4K) YoY NEW(+$459.8K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	2.7K	QoQ -1.20% (-33) YoY -11.37% (-348)	All Managers (Combined)	$450.2K	0.2% ($450.2K/$287.8M)	QoQ -4.74% (-$22.4K) YoY -5.96% (-$28.6K)
CHEVRON CORP(CVXcusip166764100)	2.7K	QoQ +12.65% (+302) YoY -55.45% (-3.3K)	All Managers (Combined)	$449.7K	0.2% ($449.7K/$287.8M)	QoQ +30.15% (+$104.2K) YoY -52.75% (-$502.2K)
ONEOK INC /NEW/(OKEcusip682680103)	4.5K	QoQ -4.43% (-210) YoY +9.87% (+407)	All Managers (Combined)	$449.2K	0.2% ($449.2K/$287.8M)	QoQ -5.55% (-$26.4K) YoY +35.98% (+$118.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.5K	QoQ +11.90% (+271) YoY -37.03% (-1.5K)	All Managers (Combined)	$434.3K	0.2% ($434.3K/$287.8M)	QoQ +13.76% (+$52.5K) YoY -33.87% (-$222.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.9K	QoQ -27.79% (-2.7K) YoY -20.39% (-1.8K)	All Managers (Combined)	$426.6K	0.1% ($426.6K/$287.8M)	QoQ -24.72% (-$140.1K) YoY -1.56% (-$6.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.5K	QoQ +69.96% (+601) YoY NEW(+1.5K)	All Managers (Combined)	$420.7K	0.1% ($420.7K/$287.8M)	QoQ +102.26% (+$212.7K) YoY NEW(+$420.7K)
INTEL CORP(INTCcusip458140100)	18.3K	QoQ NEW(+18.3K) YoY NEW(+18.3K)	All Managers (Combined)	$416.5K	0.1% ($416.5K/$287.8M)	QoQ NEW(+$416.5K) YoY NEW(+$416.5K)
(SCHDcusip808524797)	14.6K	QoQ -4.85% (-746) YoY -52.07% (-15.9K)	All Managers (Combined)	$408.6K	0.1% ($408.6K/$287.8M)	QoQ -2.62% (-$11.0K) YoY -83.37% (-$2.1M)