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Strategic Advocates

Latest statistics and disclosures from Strategic Advocates's latest quarterly 13F-HR filing:

Top 5 stock holdings are KOMP, QQQ, BIV, RPV, SPLB, and represent 39.41% of Strategic Advocates's stock portfolio.
Added to shares of these 10 stocks: SPLB, IEMG, PANW, VIOG, KLAC, BIV, SCHG, RPV, KOMP, NTAP.
Started 12 new stock positions in KLAC, Arista Networks, CAT, GBTC, SUN, IBIT, TMFC, PANW, IONQ, DELL. QBTS, RGTI.
Reduced shares in these 10 stocks: APP, PLTR, MDB, IBND, SMCI, PHB, ISRG, IWP, SCHF, AMZN.
Sold out of its positions in ADBE, ANET, BCSF, DXCM, Grayscale Ethereum Mini Tr E, AHR, GSY, ILCG, AGG, IMCG. IHI, IGLB, KHC, MDB, RIOT, SPEM, CRM, SCHF, SMCI, VCLT, ZION.
Strategic Advocates was a net buyer of stock by $7.8M.
Strategic Advocates has $296M in assets under management (AUM), dropping by 6.06%.
Central Index Key (CIK): 0001991340

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Portfolio Holdings for Strategic Advocates

Strategic Advocates holds 110 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	8.8	$26M	+3%	516k	50.83	View chart
Invesco Qqq Trust Series I Etf (QQQ)	8.7	$26M		50k	511.23	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	8.5	$25M	+7%	338k	74.73	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	7.7	$23M	+5%	253k	90.21	View chart
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB)	5.7	$17M	+16%	756k	22.23	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	5.0	$15M	+14%	128k	116.31	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	4.9	$15M	+16%	279k	52.22	View chart
Nvidia Corporation Stock (NVDA)	4.7	$14M		105k	134.29	View chart
Apple Stock (AAPL)	3.3	$9.7M	+9%	39k	250.42	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)	3.3	$9.6M	+8%	103k	93.68	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	3.2	$9.4M	+10%	181k	51.70	View chart
Amazon Stock (AMZN)	2.0	$5.9M	-8%	27k	219.39	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.9	$5.6M	-18%	74k	75.63	View chart
Tesla Stock (TSLA)	1.7	$4.9M	+7%	12k	403.84	View chart
Meta Platforms Inc Cl A Stock (META)	1.6	$4.8M	+12%	8.2k	585.51	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.5	$4.4M	+2%	24k	189.30	View chart
Intuitive Surgical Stock (ISRG)	1.4	$4.1M	-14%	7.8k	521.96	View chart
Netflix Stock (NFLX)	1.2	$3.6M	+14%	4.1k	891.32	View chart
Servicenow Stock (NOW)	1.1	$3.4M	-6%	3.2k	1060.12	View chart
Chipotle Mexican Grill Stock (CMG)	0.9	$2.7M	+17%	45k	60.30	View chart
Microsoft Corp Stock (MSFT)	0.9	$2.7M	+27%	6.3k	421.49	View chart
Ge Aerospace Stock (GE)	0.9	$2.6M		15k	166.79	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.7	$2.2M	+179%	78k	27.87	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.7	$2.2M	-14%	7.5k	289.62	View chart
Palo Alto Networks Stock (PANW)	0.7	$2.0M	NEW	11k	181.96	View chart
Synopsys Stock (SNPS)	0.7	$2.0M	-6%	4.1k	485.36	View chart
Vanguard Growth Etf Etf (VUG)	0.7	$1.9M		4.7k	410.45	View chart
Netapp Stock (NTAP)	0.6	$1.9M	+96%	16k	116.08	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.6	$1.8M	-5%	24k	76.61	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.6	$1.8M	-27%	14k	126.75	View chart
Kla Corp Stock (KLAC)	0.6	$1.7M	NEW	2.7k	630.13	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.5	$1.4M	-2%	12k	117.53	View chart
Datadog Inc Cl A Stock (DDOG)	0.5	$1.4M	+13%	9.9k	142.89	View chart
Applovin Corp Com Cl A Stock (APP)	0.5	$1.4M	-65%	4.2k	323.83	View chart
Uipath Inc Cl A Stock (PATH)	0.5	$1.4M	+34%	107k	12.71	View chart
Dropbox Inc Cl A Stock (DBX)	0.5	$1.3M	+9%	45k	30.04	View chart
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK)	0.5	$1.3M	+18%	38k	34.99	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.4	$1.2M	+19%	16k	77.25	View chart
Robo Global Artificial Intelligence Etf Etf (THNQ)	0.4	$1.1M	+28%	23k	49.00	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.4	$1.1M		40k	28.02	View chart
Sofi Technologies Stock (SOFI)	0.4	$1.1M		72k	15.40	View chart
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)	0.4	$1.1M	+15%	32k	34.93	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.4	$1.1M	-2%	8.3k	127.59	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.4	$1.1M	-34%	12k	90.35	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.3	$1.0M	+21%	28k	37.07	View chart
Ishares Self-driving Ev & Tech Etf Etf (IDRV)	0.3	$988k	+39%	34k	29.23	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.3	$943k	-13%	11k	84.14	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$939k	+4%	2.1k	453.28	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.3	$934k	+31%	29k	31.95	View chart
Nyli Hedge Multi-strategy Tracker Etf Etf (QAI)	0.3	$930k	-4%	30k	31.41	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.3	$900k	+18%	18k	49.74	View chart
Emcor Group Stock (EME)	0.3	$885k	-14%	2.0k	453.91	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$882k	+19%	12k	71.91	View chart
Ionq Stock (IONQ)	0.3	$863k	NEW	21k	41.77	View chart
Proshares Investment Grade-interest Rate Hedged Etf (IGHG)	0.3	$798k	-12%	10k	78.17	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.2	$702k	-12%	19k	36.79	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.2	$670k	-12%	32k	21.07	View chart
Applied Matls Stock (AMAT)	0.2	$636k	-25%	3.9k	162.61	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$630k	+7%	2.6k	239.71	View chart
Cisco Sys Stock (CSCO)	0.2	$567k	-22%	9.6k	59.20	View chart
Cadence Design System Stock (CDNS)	0.2	$562k	-35%	1.9k	300.46	View chart
American Express Stock (AXP)	0.2	$536k	-24%	1.8k	296.79	View chart
Cme Group Stock (CME)	0.2	$513k	+20%	2.2k	232.23	View chart
Motley Fool 100 Index Etf Etf (TMFC)	0.2	$504k	NEW	8.4k	60.12	View chart
Oneok Stock (OKE)	0.2	$476k	-11%	4.7k	100.40	View chart
Simon Ppty Group Reit (SPG)	0.2	$473k	-14%	2.7k	172.23	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.2	$469k	+11%	8.2k	57.32	View chart
International Business Machs Stock (IBM)	0.2	$467k	-20%	2.1k	219.83	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$432k	+15%	11k	38.08	View chart
Southern Copper Corp Stock (SCCO)	0.1	$431k	+26%	4.7k	91.13	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$420k	+53%	15k	27.32	View chart
Bank America Corp Stock (BAC)	0.1	$416k	-46%	9.5k	43.95	View chart
Qualcomm Stock (QCOM)	0.1	$394k	+25%	2.6k	153.63	View chart
Procter And Gamble Stock (PG)	0.1	$382k	-16%	2.3k	167.64	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.1	$381k	NEW	7.4k	51.44	View chart
Coca Cola Stock (KO)	0.1	$377k	-23%	6.1k	62.26	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$372k	NEW	3.2k	115.24	View chart
Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	0.1	$362k	-68%	13k	28.36	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$352k	-3%	669.00	526.57	View chart
Chevron Corp Stock (CVX)	0.1	$346k	-45%	2.4k	144.81	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$342k	-9%	1.8k	190.48	View chart
Clean Harbors Stock (CLH)	0.1	$318k		1.4k	230.14	View chart
Duolingo Inc Cl A Stock (DUOL)	0.1	$289k	-18%	892.00	324.23	View chart
The Cigna Group Stock (CI)	0.1	$278k	-20%	1.0k	276.14	View chart
Knife River Corp Stock (KNF)	0.1	$276k	-5%	2.7k	101.64	View chart
Summit Matls Inc Cl A Stock (SUM)	0.1	$268k	-3%	5.3k	50.60	View chart
Rigetti Computing Stock (RGTI)	0.1	$267k	NEW	18k	15.26	View chart
Boeing Stock (BA)	0.1	$265k		1.5k	177.00	View chart
Arista Networks Stock	0.1	$258k	NEW	2.3k	110.53	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.1	$258k	+13%	5.2k	49.86	View chart
Mara Holdings Stock (MARA)	0.1	$247k	+34%	15k	16.77	View chart
Blackrock Munihldngs Cali Qlty Cef (MUC)	0.1	$241k		23k	10.63	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$237k	-28%	9.9k	24.06	View chart
Union Pac Corp Stock (UNP)	0.1	$234k		1.0k	228.04	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.1	$226k		33k	6.82	View chart
Advanced Micro Devices Stock (AMD)	0.1	$226k	+17%	1.9k	120.79	View chart
Caterpillar Stock (CAT)	0.1	$222k	NEW	611.00	362.66	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$221k	-15%	662.00	334.25	View chart
Disney Walt Stock (DIS)	0.1	$220k	-32%	2.0k	111.37	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$218k	-33%	372.00	585.51	View chart
HP Stock (HPQ)	0.1	$217k	-44%	6.6k	32.63	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$216k	NEW	4.1k	53.05	View chart
Davita Stock (DVA)	0.1	$215k	-27%	1.4k	149.55	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.1	$214k	NEW	2.9k	74.02	View chart
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB)	0.1	$214k	-76%	12k	18.08	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$212k		11k	19.59	View chart
Occidental Pete Corp Stock (OXY)	0.1	$211k	-5%	4.3k	49.40	View chart
Spdr Gold Shares Etf (GLD)	0.1	$208k		859.00	242.13	View chart
D-wave Quantum Stock (QBTS)	0.0	$148k	NEW	18k	8.40	View chart
Nuveen Ca Qualty Mun Income Cef (NAC)	0.0	$117k		10k	11.29	View chart

Past Filings by Strategic Advocates

SEC 13F filings are viewable for Strategic Advocates going back to 2023

Strategic Advocates 2024 Q4 filed Jan. 23, 2025
Strategic Advocates 2024 Q3 filed Oct. 17, 2024
Strategic Advocates 2024 Q2 filed July 11, 2024
Strategic Advocates 2024 Q1 filed April 3, 2024
Strategic Advocates 2023 Q4 filed Feb. 7, 2024

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