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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COCA COLA CO

KO|191216100

Shares:5.5K

Value:$397.0K

% of Portfolio:0.1% ($397.0K/$287.8M)

Dell Technologies Inc.

DELL|24703L202

Shares:4.3K

Value:$388.5K

% of Portfolio:0.1% ($388.5K/$287.8M)

Sunoco LP

SUN|86765K109

Shares:6.6K

Value:$385.3K

% of Portfolio:0.1% ($385.3K/$287.8M)

Mastercard Inc

MA|57636Q104

Shares:689

Value:$377.7K

% of Portfolio:0.1% ($377.7K/$287.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:8.7K

Value:$364.0K

% of Portfolio:0.1% ($364.0K/$287.8M)

78464A151

Shares:12.1K

Value:$357.2K

% of Portfolio:0.1% ($357.2K/$287.8M)

74933W601

Shares:6.0K

Value:$333.0K

% of Portfolio:0.1% ($333.0K/$287.8M)

Alphabet Inc.

GOOG|02079K107

Shares:1.9K

Value:$289.3K

% of Portfolio:0.1% ($289.3K/$287.8M)

CLEAN HARBORS INC

CLH|184496107

Shares:1.4K

Value:$272.2K

% of Portfolio:0.1% ($272.2K/$287.8M)

38964R203

Shares:15.3K

Value:$263.4K

% of Portfolio:0.1% ($263.4K/$287.8M)

BOEING CO

BA|097023105

Shares:1.5K

Value:$252.9K

% of Portfolio:0.1% ($252.9K/$287.8M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.0K

Value:$242.4K

% of Portfolio:0.1% ($242.4K/$287.8M)

BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.

MUC|09254L107

Shares:22.6K

Value:$242.3K

% of Portfolio:0.1% ($242.3K/$287.8M)

Energy Transfer LP

ET|29273V100

Shares:12.8K

Value:$238.6K

% of Portfolio:0.1% ($238.6K/$287.8M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:4.7K

Value:$233.6K

% of Portfolio:0.1% ($233.6K/$287.8M)

FS Credit Opportunities Corp.

FSCO|30290Y101

Shares:33.1K

Value:$233.5K

% of Portfolio:0.1% ($233.5K/$287.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:405

Value:$226.4K

% of Portfolio:0.1% ($226.4K/$287.8M)

ADOBE INC.

ADBE|00724F101

Shares:586

Value:$224.7K

% of Portfolio:0.1% ($224.7K/$287.8M)

Duolingo, Inc.

DUOL|26603R106

Shares:717

Value:$222.7K

% of Portfolio:0.1% ($222.7K/$287.8M)

DAVITA INC.

DVA|23918K108

Shares:1.4K

Value:$221.0K

% of Portfolio:0.1% ($221.0K/$287.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COCA COLA CO(KOcusip191216100)	5.5K	QoQ -8.47% (-513) YoY -65.65% (-10.6K)	All Managers (Combined)	$397.0K	0.1% ($397.0K/$287.8M)	QoQ +5.28% (-$19.9K) YoY -59.79% (-$590.4K)
Dell Technologies Inc.(DELLcusip24703L202)	4.3K	QoQ +31.90% (+1.0K) YoY NEW(+4.3K)	All Managers (Combined)	$388.5K	0.1% ($388.5K/$287.8M)	QoQ +4.33% (+$16.1K) YoY NEW(+$388.5K)
Sunoco LP(SUNcusip86765K109)	6.6K	QoQ -10.44% (-774) YoY NEW(+6.6K)	All Managers (Combined)	$385.3K	0.1% ($385.3K/$287.8M)	QoQ +1.07% (-$4.1K) YoY NEW(+$385.3K)
Mastercard Inc(MAcusip57636Q104)	689	QoQ +2.98% (+20) YoY -0.28% (-2)	All Managers (Combined)	$377.7K	0.1% ($377.7K/$287.8M)	QoQ +7.20% (+$25.4K) YoY +13.49% (-$44.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	8.7K	QoQ -7.92% (-751) YoY -77.81% (-30.6K)	All Managers (Combined)	$364.0K	0.1% ($364.0K/$287.8M)	QoQ -12.57% (-$52.4K) YoY -75.58% (-$1.1M)
(cusip78464A151)✕	12.1K	QoQ -5.06% (-646) YoY -80.57% (-50.2K)	All Managers (Combined)	$357.2K	0.1% ($357.2K/$287.8M)	QoQ -1.28% (-$4.6K) YoY -80.31% (-$1.5M)
(cusip74933W601)✕	6.0K	QoQ -28.56% (-2.4K) YoY NEW(+6.0K)	All Managers (Combined)	$333.0K	0.1% ($333.0K/$287.8M)	QoQ -33.91% (-$170.9K) YoY NEW(+$333.0K)
Alphabet Inc.(GOOGcusip02079K107)	1.9K	QoQ +3.23% (-58) YoY -12.51% (-265)	All Managers (Combined)	$289.3K	0.1% ($289.3K/$287.8M)	QoQ -15.35% (-$52.5K) YoY -10.25% (-$33.1K)
CLEAN HARBORS INC(CLHcusip184496107)	1.4K	QoQ +0.07% (-1) YoY +0.07% (-1)	All Managers (Combined)	$272.2K	0.1% ($272.2K/$287.8M)	QoQ -14.29% (-$45.4K) YoY -2.02% (-$5.6K)
(cusip38964R203)✕	15.3K	QoQ NEW(+15.3K) YoY NEW(+15.3K)	All Managers (Combined)	$263.4K	0.1% ($263.4K/$287.8M)	QoQ NEW(+$263.4K) YoY NEW(+$263.4K)
BOEING CO(BAcusip097023105)	1.5K	QoQ -0.80% (-12) YoY -1.19% (-18)	All Managers (Combined)	$252.9K	0.1% ($252.9K/$287.8M)	QoQ -4.41% (-$11.7K) YoY -12.68% (-$36.8K)
UNION PACIFIC CORP(UNPcusip907818108)	1.0K	QoQ 0.00% (+0) YoY -9.04% (-102)	All Managers (Combined)	$242.4K	0.1% ($242.4K/$287.8M)	QoQ +3.59% (+$8.4K) YoY -12.62% (-$35.0K)
BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.(MUCcusip09254L107)	22.6K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$242.3K	0.1% ($242.3K/$287.8M)	QoQ +0.75% (+$1.8K) YoY -2.72% (-$6.8K)
Energy Transfer LP(ETcusip29273V100)	12.8K	QoQ +18.84% (+2.0K) YoY +20.38% (+2.2K)	All Managers (Combined)	$238.6K	0.1% ($238.6K/$287.8M)	QoQ +12.77% (+$27.0K) YoY +42.27% (+$70.9K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	4.7K	QoQ +10.74% (+459) YoY -52.56% (-5.2K)	All Managers (Combined)	$233.6K	0.1% ($233.6K/$287.8M)	QoQ +10.64% (+$22.5K) YoY -63.96% (-$414.7K)
FS Credit Opportunities Corp.(FSCOcusip30290Y101)	33.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$233.5K	0.1% ($233.5K/$287.8M)	QoQ +3.37% (+$7.6K) YoY +18.88% (+$37.1K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	405	QoQ +8.87% (+33) YoY +1.25% (+5)	All Managers (Combined)	$226.4K	0.1% ($226.4K/$287.8M)	QoQ +3.92% (+$8.6K) YoY +8.27% (+$17.3K)
ADOBE INC.(ADBEcusip00724F101)	586	QoQ NEW(+586) YoY -89.06% (-4.8K)	All Managers (Combined)	$224.7K	0.1% ($224.7K/$287.8M)	QoQ NEW(+$224.7K) YoY -91.68% (-$2.5M)
Duolingo, Inc.(DUOLcusip26603R106)	717	QoQ -19.61% (-175) YoY -32.42% (-344)	All Managers (Combined)	$222.7K	0.1% ($222.7K/$287.8M)	QoQ -23.01% (-$66.6K) YoY -4.86% (-$11.4K)
DAVITA INC.(DVAcusip23918K108)	1.4K	QoQ +0.55% (+8) YoY -71.18% (-3.6K)	All Managers (Combined)	$221.0K	0.1% ($221.0K/$287.8M)	QoQ +2.85% (+$6.1K) YoY -68.06% (-$471.1K)