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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, QQQ, KOMP, RPV, SPLB, and represent 41.40% of Strategic Advocates's stock portfolio.
Added to shares of these 10 stocks: IGSB (+$6.5M), PGR, BSX, AVGO, ANET, SPLB, QQQ, VIOG, MSFT, LNG.
Started 22 new stock positions in APPF, DFP, LNG, INTC, FLC, AVGO, AXON, PSN, KIO, LGI. HWM, VVR, AIO, VERX, BSX, GWW, PGR, TYG, ETG, ETH, ADBE, KHC.
Reduced shares in these 10 stocks: HYS, PLTR, NVDA, SNPS, KLAC, PICK, NFLX, , AMZN, GOOGL.
Sold out of its positions in CI, CDNS, DIS, GBTC, QAI, BKLN, IWV, PICK, SLQD, USHY. IBIT, KLAC, IGHG, TBIL, XLB, Summit Matls Inc cl a, SNPS, BND, WTMF.
Strategic Advocates was a net buyer of stock by $8.0M.
Strategic Advocates has $288M in assets under management (AUM), dropping by -2.85%.
Central Index Key (CIK): 0001991340

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Portfolio Holdings for Strategic Advocates

Strategic Advocates holds 113 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Intermediate-term Bond Etf Etf (BIV)	9.2	$27M	+2%	346k	76.57	View chart
Invesco Qqq Trust Series I Etf (QQQ)	8.7	$25M	+6%	54k	468.92	View chart
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	8.7	$25M	+4%	537k	46.49	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	8.3	$24M	+2%	259k	92.35	View chart
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB)	6.5	$19M	+9%	830k	22.57	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	5.6	$16M	+6%	297k	53.97	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	5.6	$16M	+68%	305k	52.37	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	5.2	$15M	+9%	140k	106.88	View chart
Nvidia Corporation Stock (NVDA)	3.2	$9.3M	-17%	86k	108.38	View chart
Apple Stock (AAPL)	2.7	$7.7M	-10%	35k	222.13	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)	1.6	$4.7M	-51%	50k	93.66	View chart
Amazon Stock (AMZN)	1.4	$4.1M	-19%	22k	190.26	View chart
Meta Platforms Inc Cl A Stock (META)	1.4	$4.0M	-16%	6.9k	576.36	View chart
Microsoft Corp Stock (MSFT)	1.3	$3.7M	+54%	9.8k	375.39	View chart
Tesla Stock (TSLA)	1.3	$3.6M	+15%	14k	259.15	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.2	$3.6M	-42%	42k	84.40	View chart
Intuitive Surgical Stock (ISRG)	1.2	$3.4M	-11%	6.9k	495.27	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$2.7M	-26%	17k	154.64	View chart
Netflix Stock (NFLX)	0.9	$2.6M	-32%	2.8k	932.53	View chart
Ge Aerospace Stock (GE)	0.8	$2.4M	-22%	12k	200.16	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.8	$2.3M	+5%	7.9k	288.27	View chart
Chipotle Mexican Grill Stock (CMG)	0.8	$2.3M		45k	50.21	View chart
Servicenow Stock (NOW)	0.8	$2.2M	-11%	2.8k	796.14	View chart
Progressive Corp Stock (PGR)	0.8	$2.2M	NEW	7.6k	283.01	View chart
Palo Alto Networks Stock (PANW)	0.7	$2.1M	+13%	13k	170.64	View chart
Boston Scientific Corp Stock (BSX)	0.7	$2.0M	NEW	20k	100.88	View chart
Arista Networks Stock (ANET)	0.7	$1.9M	+975%	25k	77.48	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.7	$1.9M		76k	25.04	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.6	$1.8M		24k	76.50	View chart
Broadcom Stock (AVGO)	0.6	$1.8M	NEW	11k	167.43	View chart
Vanguard Growth Etf Etf (VUG)	0.6	$1.7M		4.7k	370.83	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.6	$1.6M	-3%	14k	117.49	View chart
Ishares Self-driving Ev & Tech Etf Etf (IDRV)	0.5	$1.3M	+31%	45k	29.23	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.4	$1.2M	+18%	18k	66.26	View chart
Robo Global Artificial Intelligence Etf Etf (THNQ)	0.4	$1.2M	+18%	27k	44.25	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.4	$1.2M	+41%	42k	28.46	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.4	$1.2M	+32%	37k	31.45	View chart
Cheniere Energy Stock (LNG)	0.4	$1.1M	NEW	4.8k	231.40	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$1.1M		2.1k	532.58	View chart
Howmet Aerospace Stock (HWM)	0.4	$1.1M	NEW	8.5k	129.73	View chart
Dropbox Inc Cl A Stock (DBX)	0.4	$1.1M	-9%	40k	26.71	View chart
Ionq Stock (IONQ)	0.4	$1.1M	+136%	49k	22.07	View chart
Netapp Stock (NTAP)	0.4	$1.1M	-25%	12k	87.84	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.4	$1.0M	-4%	7.9k	128.96	View chart
Datadog Inc Cl A Stock (DDOG)	0.4	$1.0M	+3%	10k	99.21	View chart
Grainger W W Stock (GWW)	0.3	$1.0M	NEW	1.0k	987.84	View chart
Axon Enterprise Stock (AXON)	0.3	$995k	NEW	1.9k	525.95	View chart
Kkr Income Opportunities Cef (KIO)	0.3	$947k	NEW	77k	12.29	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.3	$941k	+41%	17k	54.72	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.3	$928k	-4%	11k	83.00	View chart
Tortoise Energy Infra Corp Cef (TYG)	0.3	$914k	NEW	21k	43.05	View chart
Invesco Sr Income Tr Cef (VVR)	0.3	$872k	NEW	232k	3.75	View chart
Lazard Global Total Return & I Cef (LGI)	0.3	$867k	NEW	56k	15.41	View chart
Virtus Artificial Intelligence Cef (AIO)	0.3	$867k	NEW	42k	20.63	View chart
Sofi Technologies Stock (SOFI)	0.3	$843k		73k	11.63	View chart
Flaherty & Crumrine Total Retu Cef (FLC)	0.3	$835k	NEW	50k	16.78	View chart
Flaherty & Crumrine Dynamic Pf Cef (DFP)	0.3	$821k	NEW	41k	20.24	View chart
American Express Stock (AXP)	0.3	$813k	+67%	3.0k	269.05	View chart
Eaton Vance Tx Adv Glbl Div Cef (ETG)	0.3	$806k	NEW	44k	18.22	View chart
Applovin Corp Com Cl A Stock (APP)	0.2	$693k	-38%	2.6k	264.97	View chart
Emcor Group Stock (EME)	0.2	$674k	-6%	1.8k	369.64	View chart
Uipath Inc Cl A Stock (PATH)	0.2	$620k	-43%	60k	10.30	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.2	$614k		40k	15.22	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.2	$575k	+33%	15k	37.86	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$559k	-13%	2.3k	245.30	View chart
Advanced Micro Devices Stock (AMD)	0.2	$530k	+175%	5.2k	102.74	View chart
Southern Copper Corp Stock (SCCO)	0.2	$498k	+12%	5.3k	93.46	View chart
Cme Group Stock (CME)	0.2	$491k	-16%	1.9k	265.29	View chart
Applied Matls Stock (AMAT)	0.2	$482k	-15%	3.3k	145.13	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.2	$464k		8.1k	57.57	View chart
Qualcomm Stock (QCOM)	0.2	$460k	+16%	3.0k	153.61	View chart
International Business Machs Stock (IBM)	0.2	$460k	-12%	1.8k	248.66	View chart
Simon Ppty Group Reit (SPG)	0.2	$450k		2.7k	166.05	View chart
Chevron Corp Stock (CVX)	0.2	$450k	+12%	2.7k	167.30	View chart
Oneok Stock (OKE)	0.2	$449k	-4%	4.5k	99.22	View chart
Procter And Gamble Stock (PG)	0.2	$434k	+11%	2.5k	170.43	View chart
Cisco Sys Stock (CSCO)	0.1	$427k	-27%	6.9k	61.71	View chart
Spdr Gold Shares Etf (GLD)	0.1	$421k	+69%	1.5k	288.14	View chart
Intel Corp Stock (INTC)	0.1	$417k	NEW	18k	22.71	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$409k	-4%	15k	27.96	View chart
Coca Cola Stock (KO)	0.1	$397k	-8%	5.5k	71.62	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$389k	+31%	4.3k	91.15	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.1	$385k	-10%	6.6k	58.06	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$378k	+2%	689.00	548.12	View chart
Bank America Corp Stock (BAC)	0.1	$364k	-7%	8.7k	41.73	View chart
Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	0.1	$357k	-5%	12k	29.49	View chart
Motley Fool 100 Index Etf Etf (TMFC)	0.1	$333k	-28%	6.0k	55.62	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$289k	+3%	1.9k	156.19	View chart
Clean Harbors Stock (CLH)	0.1	$272k		1.4k	197.10	View chart
Grayscale Ethereum Mini Trust Etf Etf (ETH)	0.1	$263k	NEW	15k	17.22	View chart
Boeing Stock (BA)	0.1	$253k		1.5k	170.55	View chart
Union Pac Corp Stock (UNP)	0.1	$242k		1.0k	236.24	View chart
Blackrock Munihldngs Cali Qlty Cef (MUC)	0.1	$242k		23k	10.71	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$239k	+18%	13k	18.59	View chart
Occidental Pete Corp Stock (OXY)	0.1	$234k	+10%	4.7k	49.36	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.1	$234k		33k	7.05	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$226k	+8%	405.00	558.93	View chart
Adobe Stock (ADBE)	0.1	$225k	NEW	586.00	383.53	View chart
Duolingo Inc Cl A Stock (DUOL)	0.1	$223k	-19%	717.00	310.54	View chart
Davita Stock (DVA)	0.1	$221k		1.4k	152.97	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$220k	-8%	9.0k	24.34	View chart
Parsons Corp Del Stock (PSN)	0.1	$219k	NEW	3.7k	59.21	View chart
Kraft Heinz Stock (KHC)	0.1	$218k	NEW	7.2k	30.43	View chart
Appfolio Inc Com Cl A Stock (APPF)	0.1	$218k	NEW	990.00	219.90	View chart
HP Stock (HPQ)	0.1	$215k	+16%	7.7k	27.69	View chart
Knife River Corp Stock (KNF)	0.1	$212k	-13%	2.4k	90.21	View chart
D-wave Quantum Stock (QBTS)	0.1	$212k	+58%	28k	7.60	View chart
Vertex Inc Cl A Stock (VERX)	0.1	$207k	NEW	5.9k	35.01	View chart
Caterpillar Stock (CAT)	0.1	$202k		611.00	329.74	View chart
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB)	0.1	$186k	-12%	10k	18.06	View chart
Mara Holdings Stock (MARA)	0.1	$171k		15k	11.50	View chart
Rigetti Computing Stock (RGTI)	0.1	$154k	+10%	19k	7.92	View chart
Nuveen Ca Qualty Mun Income Cef (NAC)	0.0	$117k		10k	11.24	View chart

Past Filings by Strategic Advocates

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

Strategic Advocates 2025 Q1 filed May 8, 2025
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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