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Strategic Advocates

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

Top 5 stock holdings are BIV, KOMP, QQQ, RPV, SPLB, and represent 39.49% of Strategic Advocates's stock portfolio.
Added to shares of these 10 stocks: SPLB (+$12M), IGSB, GE, PLTR, CMG, NOW, META, NFLX, BIV, MSTR.
Started 18 new stock positions in Super Micro Computer Inc Com Usd0.001, CI, ETHE, GLD, RIOT, KNF, QCOM, JPM, Grayscale Ethereum Mini Tr E, KHC. MARA, GSY, TBIL, AHR, SUM, CMG, GE, EME.
Reduced shares in these 10 stocks: VCLT (-$14M), , CRM, ADBE, AMZN, IJH, SLYG, XBTEX, COIN, SCHD.
Sold out of its positions in XBTEX, BNL, CPRX, CELH, LNG, COIN, COST, EPR, FDX, FTNT. IT, GTY, IJH, NNN, SJNK, RUN, SMCI, VDE.
Strategic Advocates was a net buyer of stock by $17M.
Strategic Advocates has $279M in assets under management (AUM), dropping by 10.80%.
Central Index Key (CIK): 0001991340

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Portfolio Holdings for Strategic Advocates

Strategic Advocates holds 119 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Intermediate-term Bond Etf Etf (BIV)	8.9	$25M	+6%	316k	78.37	View chart
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	8.8	$25M	+4%	496k	49.33	View chart
Invesco Qqq Trust Series I Etf (QQQ)	8.6	$24M		49k	488.07	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	7.6	$21M	+4%	240k	88.92	View chart
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB)	5.6	$16M	+323%	650k	24.16	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	4.9	$14M		240k	57.41	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	4.8	$13M	+2%	112k	119.78	View chart
Nvidia Corporation Stock (NVDA)	4.5	$13M	+10%	103k	121.44	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)	3.2	$9.0M	+8%	95k	95.50	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	3.1	$8.6M	+61%	164k	52.66	View chart
Apple Stock (AAPL)	2.9	$8.2M	+11%	35k	233.00	View chart
Amazon Stock (AMZN)	2.0	$5.5M	-14%	30k	186.33	View chart
Intuitive Surgical Stock (ISRG)	1.6	$4.5M	-8%	9.1k	491.27	View chart
Meta Platforms Inc Cl A Stock (META)	1.5	$4.2M	+70%	7.3k	572.45	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.4	$3.8M	-6%	23k	165.85	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.2	$3.4M	+316%	90k	37.20	View chart
Servicenow Stock (NOW)	1.1	$3.0M	+216%	3.4k	894.39	View chart
Tesla Stock (TSLA)	1.1	$3.0M	+70%	11k	261.63	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.0	$2.9M	-10%	28k	104.18	View chart
Ge Aerospace Stock (GE)	1.0	$2.9M	NEW	15k	188.58	View chart
Netflix Stock (NFLX)	0.9	$2.5M	+141%	3.6k	709.27	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.8	$2.3M	-11%	20k	117.29	View chart
Synopsys Stock (SNPS)	0.8	$2.2M	-19%	4.4k	506.39	View chart
Chipotle Mexican Grill Stock (CMG)	0.8	$2.2M	NEW	38k	57.62	View chart
Microsoft Corp Stock (MSFT)	0.8	$2.1M	+16%	5.0k	430.30	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.7	$2.0M	+6%	26k	78.91	View chart
Vanguard Growth Etf Etf (VUG)	0.7	$1.9M	-3%	4.8k	383.94	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.6	$1.7M	-30%	18k	93.11	View chart
Applovin Corp Com Cl A Stock (APP)	0.6	$1.6M	+29%	12k	130.55	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.5	$1.5M	+2138%	8.8k	168.60	View chart
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK)	0.5	$1.4M	-4%	32k	43.21	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.5	$1.4M	-3%	13k	109.65	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.4	$1.2M	-16%	13k	96.38	View chart
Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	0.4	$1.2M	+39%	40k	30.60	View chart
Mongodb Inc Cl A Stock (MDB)	0.4	$1.2M	+90%	4.3k	270.35	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.4	$1.1M	+216%	8.5k	128.19	View chart
Applied Matls Stock (AMAT)	0.4	$1.1M	+36%	5.3k	202.04	View chart
Dropbox Inc Cl A Stock (DBX)	0.4	$1.0M	+46%	41k	25.43	View chart
Netapp Stock (NTAP)	0.4	$1.0M	+31%	8.3k	123.51	View chart
Uipath Inc Cl A Stock (PATH)	0.4	$1.0M	+585%	79k	12.80	View chart
Datadog Inc Cl A Stock (DDOG)	0.4	$999k	+87%	8.7k	115.06	View chart
Nyli Hedge Multi-strategy Tracker Etf Etf (QAI)	0.4	$990k	-9%	31k	32.08	View chart
Emcor Group Stock (EME)	0.4	$983k	NEW	2.3k	430.53	View chart
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)	0.3	$977k	+12%	28k	35.52	View chart
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB)	0.3	$943k	+53%	51k	18.54	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$910k		2.0k	460.26	View chart
Proshares Investment Grade-interest Rate Hedged Etf (IGHG)	0.3	$895k	+27%	12k	77.02	View chart
Grayscale Ethereum Trust Etf (ETHE)	0.3	$891k	NEW	41k	21.89	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$847k	-42%	10k	84.53	View chart
Robo Global Artificial Intelligence Etf Etf (THNQ)	0.3	$825k	+82%	18k	46.26	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.3	$822k	-14%	22k	37.65	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.3	$795k	+57%	13k	60.92	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.3	$788k	+50%	23k	34.24	View chart
Cadence Design System Stock (CDNS)	0.3	$783k	+12%	2.9k	271.03	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.3	$773k	-16%	15k	50.43	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$769k	-17%	10k	75.11	View chart
Ishares Self-driving Ev & Tech Etf Etf (IDRV)	0.3	$769k	+83%	24k	31.76	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.3	$768k	-15%	37k	21.01	View chart
Super Micro Computer Stock	0.3	$716k	NEW	1.7k	416.40	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.3	$715k	+87%	22k	32.15	View chart
Bank America Corp Stock (BAC)	0.2	$698k	-24%	18k	39.68	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.2	$674k	-35%	14k	48.98	View chart
Cisco Sys Stock (CSCO)	0.2	$657k	+41%	12k	53.22	View chart
American Express Stock (AXP)	0.2	$645k	-27%	2.4k	271.20	View chart
Chevron Corp Stock (CVX)	0.2	$643k	+24%	4.4k	147.26	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$605k	-34%	15k	41.12	View chart
International Business Machs Stock (IBM)	0.2	$590k	+105%	2.7k	221.09	View chart
Sofi Technologies Stock (SOFI)	0.2	$568k		72k	7.86	View chart
Coca Cola Stock (KO)	0.2	$567k	-11%	7.9k	71.86	View chart
Simon Ppty Group Reit (SPG)	0.2	$546k	+15%	3.2k	169.03	View chart
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)	0.2	$538k	+60%	10k	53.59	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.2	$518k	+54%	31k	16.60	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$518k	NEW	2.5k	210.86	View chart
American Healthcare Reit Reit (AHR)	0.2	$504k	NEW	19k	26.10	View chart
Oneok Stock (OKE)	0.2	$490k	+16%	5.4k	91.13	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.2	$489k	+25%	9.8k	49.92	View chart
Procter And Gamble Stock (PG)	0.2	$470k	+11%	2.7k	173.18	View chart
The Cigna Group Stock (CI)	0.2	$440k	NEW	1.3k	346.44	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$436k	-6%	4.3k	101.28	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.2	$436k	+4%	7.4k	59.24	View chart
Salesforce Stock (CRM)	0.2	$434k	-85%	1.6k	273.74	View chart
Southern Copper Corp Stock (SCCO)	0.2	$433k	+12%	3.7k	115.67	View chart
HP Stock (HPQ)	0.2	$432k	+9%	12k	35.87	View chart
Cme Group Stock (CME)	0.1	$403k	+29%	1.8k	220.65	View chart
Qualcomm Stock (QCOM)	0.1	$348k	NEW	2.0k	170.01	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.1	$345k	NEW	6.9k	50.18	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$342k		692.00	493.80	View chart
Clean Harbors Stock (CLH)	0.1	$334k		1.4k	241.71	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$333k	-5%	2.0k	167.21	View chart
Adobe Stock (ADBE)	0.1	$329k	-86%	636.00	517.78	View chart
Davita Stock (DVA)	0.1	$324k	-27%	2.0k	163.93	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$322k		561.00	574.14	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$319k	-29%	7.7k	41.28	View chart
Duolingo Inc Cl A Stock (DUOL)	0.1	$309k	-4%	1.1k	282.02	View chart
Dexcom Stock (DXCM)	0.1	$300k	-28%	4.5k	67.04	View chart
Disney Walt Stock (DIS)	0.1	$281k	+6%	2.9k	96.20	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$274k		3.3k	84.04	View chart
Advanced Micro Devices Stock (AMD)	0.1	$261k		1.6k	164.08	View chart
Blackrock Munihldngs Cali Qlty Cef (MUC)	0.1	$261k		23k	11.52	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$257k		785.00	326.73	View chart
Knife River Corp Stock (KNF)	0.1	$257k	NEW	2.9k	89.39	View chart
Union Pac Corp Stock (UNP)	0.1	$253k		1.0k	246.48	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.1	$244k	-98%	3.0k	81.23	View chart
Zions Bancorporation N A Stock (ZION)	0.1	$239k		5.1k	47.22	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.1	$236k		3.2k	72.97	View chart
Occidental Pete Corp Stock (OXY)	0.1	$234k	-2%	4.5k	51.54	View chart
Boeing Stock (BA)	0.1	$228k		1.5k	152.04	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.1	$228k	NEW	4.6k	50.04	View chart
Kraft Heinz Stock (KHC)	0.1	$224k	NEW	6.4k	35.11	View chart
Arista Networks Stock (ANET)	0.1	$222k		578.00	383.82	View chart
Summit Matls Inc Cl A Stock (SUM)	0.1	$215k	NEW	5.5k	39.03	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$212k		3.6k	59.22	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.1	$210k		33k	6.35	View chart
Spdr Gold Shares Etf (GLD)	0.1	$207k	NEW	852.00	243.06	View chart
Mara Holdings Stock (MARA)	0.1	$178k	NEW	11k	16.22	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$173k		11k	16.05	View chart
Riot Platforms Stock (RIOT)	0.1	$162k	NEW	22k	7.42	View chart
Nuveen Ca Qualty Mun Income Cef (NAC)	0.0	$124k		10k	11.89	View chart
Grayscale Ethereum Mini Trust Etf	0.0	$92k	NEW	38k	2.44	View chart

Past Filings by Strategic Advocates

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

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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