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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808524862

Shares:9.0K

Value:$220.0K

% of Portfolio:0.1% ($220.0K/$287.8M)

PARSONS CORP

PSN|70202L102

Shares:3.7K

Value:$219.3K

% of Portfolio:0.1% ($219.3K/$287.8M)

Kraft Heinz Co

KHC|500754106

Shares:7.2K

Value:$218.1K

% of Portfolio:0.1% ($218.1K/$287.8M)

APPFOLIO INC

APPF|03783C100

Shares:990

Value:$217.7K

% of Portfolio:0.1% ($217.7K/$287.8M)

HP INC

HPQ|40434L105

Shares:7.7K

Value:$214.5K

% of Portfolio:0.1% ($214.5K/$287.8M)

Knife River Corp

KNF|498894104

Shares:2.4K

Value:$212.4K

% of Portfolio:0.1% ($212.4K/$287.8M)

D-Wave Quantum Inc.

QBTS|26740W109

Shares:27.8K

Value:$211.5K

% of Portfolio:0.1% ($211.5K/$287.8M)

Vertex, Inc.

VERX|92538J106

Shares:5.9K

Value:$206.5K

% of Portfolio:0.1% ($206.5K/$287.8M)

CATERPILLAR INC

CAT|149123101

Shares:611

Value:$201.5K

% of Portfolio:0.1% ($201.5K/$287.8M)

46138E719

Shares:10.3K

Value:$185.6K

% of Portfolio:0.1% ($185.6K/$287.8M)

MARA Holdings, Inc.

MARA|565788106

Shares:14.9K

Value:$170.9K

% of Portfolio:0.1% ($170.9K/$287.8M)

Rigetti Computing, Inc.

RGTI|76655K103

Shares:19.4K

Value:$153.5K

% of Portfolio:0.1% ($153.5K/$287.8M)

Nuveen California Quality Municipal Income Fund

NAC|67066Y105

Shares:10.4K

Value:$116.9K

% of Portfolio:0.0% ($116.9K/$287.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524862)✕	9.0K	QoQ -8.31% (-820) YoY -81.31% (-39.3K)	All Managers (Combined)	$220.0K	0.1% ($220.0K/$287.8M)	QoQ -7.25% (-$17.2K) YoY -90.56% (-$2.1M)
PARSONS CORP(PSNcusip70202L102)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$219.3K	0.1% ($219.3K/$287.8M)	QoQ NEW(+$219.3K) YoY NEW(+$219.3K)
Kraft Heinz Co(KHCcusip500754106)	7.2K	QoQ NEW(+7.2K) YoY -45.66% (-6.0K)	All Managers (Combined)	$218.1K	0.1% ($218.1K/$287.8M)	QoQ NEW(+$218.1K) YoY -55.19% (-$268.7K)
APPFOLIO INC(APPFcusip03783C100)	990	QoQ NEW(+990) YoY NEW(+990)	All Managers (Combined)	$217.7K	0.1% ($217.7K/$287.8M)	QoQ NEW(+$217.7K) YoY NEW(+$217.7K)
HP INC(HPQcusip40434L105)	7.7K	QoQ +16.58% (-1.1K) YoY -60.97% (-12.1K)	All Managers (Combined)	$214.5K	0.1% ($214.5K/$287.8M)	QoQ -1.06% (-$2.3K) YoY -64.24% (-$385.5K)
Knife River Corp(KNFcusip498894104)	2.4K	QoQ -13.26% (-360) YoY NEW(+2.4K)	All Managers (Combined)	$212.4K	0.1% ($212.4K/$287.8M)	QoQ -23.01% (-$63.5K) YoY NEW(+$212.4K)
D-Wave Quantum Inc.(QBTScusip26740W109)	27.8K	QoQ +58.44% (+10.3K) YoY NEW(+27.8K)	All Managers (Combined)	$211.5K	0.1% ($211.5K/$287.8M)	QoQ +43.35% (+$64.0K) YoY NEW(+$211.5K)
Vertex, Inc.(VERXcusip92538J106)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$206.5K	0.1% ($206.5K/$287.8M)	QoQ NEW(+$206.5K) YoY NEW(+$206.5K)
CATERPILLAR INC(CATcusip149123101)	611	QoQ 0.00% (-0) YoY NEW(+611)	All Managers (Combined)	$201.5K	0.1% ($201.5K/$287.8M)	QoQ -9.07% (-$20.1K) YoY NEW(+$201.5K)
(cusip46138E719)✕	10.3K	QoQ -12.98% (-1.5K) YoY -88.25% (-77.2K)	All Managers (Combined)	$185.6K	0.1% ($185.6K/$287.8M)	QoQ -13.07% (-$27.9K) YoY -88.30% (-$1.4M)
MARA Holdings, Inc.(MARAcusip565788106)	14.9K	QoQ +1.10% (-163) YoY NEW(+14.9K)	All Managers (Combined)	$170.9K	0.1% ($170.9K/$287.8M)	QoQ -30.66% (-$75.6K) YoY NEW(+$170.9K)
Rigetti Computing, Inc.(RGTIcusip76655K103)	19.4K	QoQ +10.94% (-1.9K) YoY NEW(+19.4K)	All Managers (Combined)	$153.5K	0.1% ($153.5K/$287.8M)	QoQ -42.42% (-$113.1K) YoY NEW(+$153.5K)
Nuveen California Quality Municipal Income Fund(NACcusip67066Y105)	10.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$116.9K	0.0% ($116.9K/$287.8M)	QoQ -0.44% (-$520) YoY +1.99% (+$2.3K)