Strategic Advocates LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001991340

Type: FundHoldings: 113Value: $287.8MLatest: 2025Q1

Strategic Advocates LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 113 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 6

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921937819

BIV|921937819

Shares:345.5K

Value:$26.5M

% of Portfolio:9.2% ($26.5M/$287.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:53.5K

Value:$25.1M

% of Portfolio:8.7% ($25.1M/$287.8M)

78468R648

Shares:536.5K

Value:$24.9M

% of Portfolio:8.7% ($24.9M/$287.8M)

46137V258

Shares:259.3K

Value:$23.9M

% of Portfolio:8.3% ($23.9M/$287.8M)

78464A367

Shares:829.5K

Value:$18.7M

% of Portfolio:6.5% ($18.7M/$287.8M)

46434G103

IEMG|46434G103

Shares:296.7K

Value:$16.0M

% of Portfolio:5.6% ($16.0M/$287.8M)

464288646

Shares:305.3K

Value:$16.0M

% of Portfolio:5.6% ($16.0M/$287.8M)

921932794

VIOG|921932794

Shares:140.2K

Value:$15.0M

% of Portfolio:5.2% ($15.0M/$287.8M)

NVIDIA CORP

NVDA|67066G104

Shares:86.2K

Value:$9.3M

% of Portfolio:3.2% ($9.3M/$287.8M)

Apple Inc.

AAPL|037833100

Shares:34.7K

Value:$7.7M

% of Portfolio:2.7% ($7.7M/$287.8M)

72201R783

Shares:49.9K

Value:$4.7M

% of Portfolio:1.6% ($4.7M/$287.8M)

AMAZON COM INC

AMZN|023135106

Shares:21.7K

Value:$4.1M

% of Portfolio:1.4% ($4.1M/$287.8M)

Meta Platforms, Inc.

META|30303M102

Shares:6.9K

Value:$4.0M

% of Portfolio:1.4% ($4.0M/$287.8M)

MICROSOFT CORP

MSFT|594918104

Shares:9.8K

Value:$3.7M

% of Portfolio:1.3% ($3.7M/$287.8M)

Tesla, Inc.

TSLA|88160R101

Shares:14.1K

Value:$3.6M

% of Portfolio:1.3% ($3.6M/$287.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:42.2K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$287.8M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:6.9K

Value:$3.4M

% of Portfolio:1.2% ($3.4M/$287.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:17.3K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$287.8M)

NETFLIX INC

NFLX|64110L106

Shares:2.8K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$287.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:12.0K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$287.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BIVcusip921937819)	345.5K	QoQ +2.28% (+7.7K) YoY +21.18% (+60.4K)	All Managers (Combined)	$26.5M	9.2% ($26.5M/$287.8M)	QoQ +4.80% (+$1.2M) YoY +23.06% (+$5.0M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	53.5K	QoQ +6.45% (-3.2K) YoY +19.23% (+8.6K)	All Managers (Combined)	$25.1M	8.7% ($25.1M/$287.8M)	QoQ -2.35% (-$603.6K) YoY +25.92% (+$5.2M)
(cusip78468R648)✕	536.5K	QoQ +4.08% (-21.0K) YoY +27.32% (+115.2K)	All Managers (Combined)	$24.9M	8.7% ($24.9M/$287.8M)	QoQ -4.80% (-$1.3M) YoY +23.11% (+$4.7M)
(cusip46137V258)✕	259.3K	QoQ +2.53% (+6.4K) YoY +24.91% (+51.7K)	All Managers (Combined)	$23.9M	8.3% ($23.9M/$287.8M)	QoQ +4.96% (+$1.1M) YoY +30.43% (+$5.6M)
(cusip78464A367)✕	829.5K	QoQ +9.67% (+73.2K) YoY NEW(+829.5K)	All Managers (Combined)	$18.7M	6.5% ($18.7M/$287.8M)	QoQ +11.35% (+$1.9M) YoY NEW(+$18.7M)
(IEMGcusip46434G103)	296.7K	QoQ +6.30% (+17.6K) YoY +28.54% (+65.9K)	All Managers (Combined)	$16.0M	5.6% ($16.0M/$287.8M)	QoQ +9.86% (+$1.4M) YoY +34.45% (+$4.1M)
(cusip464288646)✕	305.3K	QoQ +68.47% (+124.1K) YoY +287.26% (+226.4K)	All Managers (Combined)	$16.0M	5.6% ($16.0M/$287.8M)	QoQ +70.65% (+$6.6M) YoY +295.49% (+$11.9M)
(VIOGcusip921932794)	140.2K	QoQ +9.59% (+12.3K) YoY +42.66% (+41.9K)	All Managers (Combined)	$15.0M	5.2% ($15.0M/$287.8M)	QoQ +0.70% (+$105.1K) YoY +35.62% (+$3.9M)
NVIDIA CORP(NVDAcusip67066G104)	86.2K	QoQ -17.61% (-18.4K) YoY +782.64% (+76.4K)	All Managers (Combined)	$9.3M	3.2% ($9.3M/$287.8M)	QoQ -33.51% (-$4.7M) YoY +5.87% (+$518.2K)
Apple Inc.(AAPLcusip037833100)	34.7K	QoQ -10.42% (-4.0K) YoY -15.89% (-6.5K)	All Managers (Combined)	$7.7M	2.7% ($7.7M/$287.8M)	QoQ -20.54% (-$2.0M) YoY +8.95% (-$632.5K)
(cusip72201R783)✕	49.9K	QoQ -51.51% (-53.0K) YoY -39.92% (-33.2K)	All Managers (Combined)	$4.7M	1.6% ($4.7M/$287.8M)	QoQ -51.52% (-$5.0M) YoY -39.81% (-$3.1M)
AMAZON COM INC(AMZNcusip023135106)	21.7K	QoQ -19.74% (-5.3K) YoY -37.24% (-12.9K)	All Managers (Combined)	$4.1M	1.4% ($4.1M/$287.8M)	QoQ -30.40% (-$1.8M) YoY -33.81% (-$2.1M)
Meta Platforms, Inc.(METAcusip30303M102)	6.9K	QoQ -16.47% (-1.4K) YoY +114.96% (+3.7K)	All Managers (Combined)	$4.0M	1.4% ($4.0M/$287.8M)	QoQ -17.77% (-$857.5K) YoY +155.15% (+$2.4M)
MICROSOFT CORP(MSFTcusip594918104)	9.8K	QoQ +54.76% (+3.5K) YoY +87.35% (+4.6K)	All Managers (Combined)	$3.7M	1.3% ($3.7M/$287.8M)	QoQ +37.83% (+$1.0M) YoY +67.17% (+$1.5M)
Tesla, Inc.(TSLAcusip88160R101)	14.1K	QoQ +15.46% (-1.9K) YoY +62.44% (+5.4K)	All Managers (Combined)	$3.6M	1.3% ($3.6M/$287.8M)	QoQ -25.90% (-$1.3M) YoY +139.48% (+$2.1M)
Palantir Technologies Inc.(PLTRcusip69608A108)	42.2K	QoQ -42.64% (-31.4K) YoY NEW(+42.2K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$287.8M)	QoQ -35.99% (-$2.0M) YoY NEW(+$3.6M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	6.9K	QoQ -11.61% (-905) YoY -29.92% (-2.9K)	All Managers (Combined)	$3.4M	1.2% ($3.4M/$287.8M)	QoQ -16.13% (-$656.2K) YoY -13.03% (-$511.2K)
Alphabet Inc.(GOOGLcusip02079K305)	17.3K	QoQ -26.55% (-6.2K) YoY -23.65% (-5.3K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$287.8M)	QoQ -40.00% (-$1.8M) YoY -21.77% (-$743.0K)
NETFLIX INC(NFLXcusip64110L106)	2.8K	QoQ -32.40% (-1.3K) YoY NEW(+2.8K)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$287.8M)	QoQ -29.27% (-$1.1M) YoY NEW(+$2.6M)
GENERAL ELECTRIC CO(GEcusip369604301)	12.0K	QoQ -22.02% (-3.4K) YoY NEW(+12.0K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$287.8M)	QoQ -6.42% (-$165.4K) YoY NEW(+$2.4M)