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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, VCLT, and represent 37.44% of Strategic Advocates's stock portfolio.
Added to shares of these 10 stocks: KOMP (+$20M), QQQ (+$19M), RPV (+$17M), VCLT (+$17M), BIV (+$12M), VIOG (+$10M), HYS (+$7.1M), IEMG (+$6.0M), IGSB, SNPS.
Started 32 new stock positions in FDX, BX, AM, DDOG, EPR, SPY, GTY, SNPS, CME, MSTR.
Reduced shares in these 10 stocks: SCHG (-$17M), SCHD (-$12M), SLYG (-$7.9M), IGLB (-$6.3M), IAGG (-$5.7M), SCHF (-$5.1M), SCHO, , , SJNK.
Sold out of its positions in ACMR, ARKK, ALGM, ADSK, AXON, Bio Path Holdings, HYT, OWL, CHTR, C.
Strategic Advocates was a net buyer of stock by $24M.
Strategic Advocates has $260M in assets under management (AUM), dropping by 10.35%.
Central Index Key (CIK): 0001991340

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Portfolio Holdings for Strategic Advocates

Strategic Advocates holds 126 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Intermediate-term Bond Etf Etf (BIV)	8.3	$22M	+118%	285k	75.40	View chart
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	7.8	$20M	+3300%	421k	48.08	View chart
Invesco Qqq Trust Series I Etf (QQQ)	7.7	$20M	+2034%	45k	444.01	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	7.1	$18M	+1546%	208k	88.44	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	6.6	$17M	+2266%	220k	78.23	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	4.6	$12M	+100%	231k	51.60	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	4.3	$11M	+1465%	98k	112.43	View chart
Nvidia Corporation Stock (NVDA)	3.4	$8.8M	+16%	9.8k	903.57	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Pimco 0 Etf (HYS)	3.0	$7.8M	+1081%	83k	93.48	View chart
Apple Stock (AAPL)	2.7	$7.1M	-29%	41k	171.48	View chart
Amazon Stock (AMZN)	2.4	$6.2M	+12%	35k	180.38	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	1.6	$4.0M	NEW	79k	51.28	View chart
Intuitive Surgical Stock (ISRG)	1.5	$3.9M	+26%	9.8k	399.09	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.4	$3.6M	-82%	39k	92.72	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$3.4M	+60%	23k	150.93	View chart
Moodys Corp Stock (MCO)	1.3	$3.3M	+342%	8.4k	393.03	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	1.2	$3.2M	-71%	36k	87.23	View chart
Salesforce Stock (CRM)	1.2	$3.0M	+51%	10k	301.18	View chart
Fortinet Stock (FTNT)	1.1	$3.0M	+283%	44k	68.31	View chart
Schwab International Equity Etf Etf (SCHF)	1.1	$2.9M	-64%	73k	39.02	View chart
Adobe Stock (ADBE)	1.0	$2.7M	+252%	5.4k	504.60	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	1.0	$2.7M	+3%	24k	114.14	View chart
Synopsys Stock (SNPS)	1.0	$2.7M	NEW	4.7k	571.50	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.9	$2.5M	-83%	31k	80.63	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.9	$2.3M	-67%	48k	48.21	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.9	$2.3M	NEW	5.6k	418.01	View chart
Microsoft Corp Stock (MSFT)	0.8	$2.2M	-58%	5.2k	420.71	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.7	$1.9M	+63%	20k	97.94	View chart
Vanguard Growth Etf Etf (VUG)	0.7	$1.8M	+261%	5.3k	344.20	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.7	$1.8M	+3%	25k	73.46	View chart
Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	0.7	$1.8M	+14%	62k	29.11	View chart
Lululemon Athletica Stock (LULU)	0.7	$1.7M	NEW	4.4k	390.65	View chart
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB)	0.6	$1.6M	+21%	88k	18.13	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$1.6M	-59%	3.2k	485.58	View chart
Tesla Stock (TSLA)	0.6	$1.5M	-41%	8.7k	175.79	View chart
Bank America Corp Stock (BAC)	0.6	$1.5M	-5%	39k	37.92	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.6	$1.4M	+2%	40k	36.19	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.5	$1.3M	-54%	22k	60.74	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.5	$1.3M	+217%	11k	120.99	View chart
American Express Stock (AXP)	0.5	$1.3M	-20%	5.5k	227.69	View chart
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK)	0.5	$1.2M	+12%	30k	41.70	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.5	$1.2M	+50%	13k	92.89	View chart
Applied Matls Stock (AMAT)	0.4	$1.2M	+20%	5.6k	206.21	View chart
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)	0.4	$1.1M	-84%	22k	51.51	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.4	$1.0M	-5%	12k	87.42	View chart
Coca Cola Stock (KO)	0.4	$987k	-5%	16k	61.18	View chart
Chevron Corp Stock (CVX)	0.4	$952k	-7%	6.0k	157.73	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.4	$923k	+4%	25k	36.59	View chart
Iq Hedge Multi-strategy Tracker Etf Etf (QAI)	0.3	$902k	+61%	29k	30.89	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.3	$893k	+5%	42k	21.15	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$888k	+54%	12k	72.63	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.3	$883k	+4%	18k	49.22	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.3	$840k	-79%	33k	25.22	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$831k		2.0k	420.52	View chart
Vanguard Energy Etf Etf (VDE)	0.3	$809k	+54%	6.1k	131.70	View chart
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)	0.3	$744k	-4%	20k	37.50	View chart
Proshares Investment Grade-interest Rate Hedged Etf (IGHG)	0.3	$718k	-28%	9.4k	76.51	View chart
Mongodb Inc Cl A Stock (MDB)	0.3	$713k	+17%	2.0k	358.64	View chart
Davita Stock (DVA)	0.3	$692k	-6%	5.0k	138.05	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.3	$690k	-89%	14k	49.95	View chart
Procter And Gamble Stock (PG)	0.3	$657k	+111%	4.0k	162.26	View chart
Occidental Pete Corp Stock (OXY)	0.2	$648k	-3%	10k	64.99	View chart
Fifth Third Bancorp Stock (FITB)	0.2	$624k	NEW	17k	37.21	View chart
HP Stock (HPQ)	0.2	$600k	-4%	20k	30.22	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.2	$593k	NEW	2.2k	265.12	View chart
Gartner Stock (IT)	0.2	$593k	-14%	1.2k	476.67	View chart
Dropbox Inc Cl A Stock (DBX)	0.2	$584k	+18%	24k	24.30	View chart
Cheniere Energy Stock (LNG)	0.2	$570k	NEW	3.5k	161.28	View chart
Bentley Sys Inc Com Cl B Stock (BSY)	0.2	$560k	NEW	11k	52.22	View chart
Netapp Stock (NTAP)	0.2	$551k	NEW	5.2k	104.97	View chart
Sofi Technologies Stock (SOFI)	0.2	$529k	+10%	72k	7.30	View chart
Disney Walt Stock (DIS)	0.2	$524k	+48%	4.3k	122.36	View chart
Applovin Corp Com Cl A Stock (APP)	0.2	$516k	NEW	7.5k	69.22	View chart
Kraft Heinz Stock (KHC)	0.2	$487k	-40%	13k	36.90	View chart
Simon Ppty Group Reit (SPG)	0.2	$479k	+4%	3.1k	156.50	View chart
Datadog Inc Cl A Stock (DDOG)	0.2	$437k	NEW	3.5k	123.60	View chart
Cisco Sys Stock (CSCO)	0.2	$433k	NEW	8.7k	49.91	View chart
Sunrun Stock (RUN)	0.2	$407k	-2%	31k	13.18	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.1	$384k	NEW	225.00	1704.56	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.1	$377k	-2%	6.8k	55.67	View chart
Illumina Stock (ILMN)	0.1	$364k	-79%	2.7k	137.32	View chart
Broadstone Net Lease Reit (BNL)	0.1	$363k	NEW	23k	15.67	View chart
Epr Pptys Com Sh Ben Int Reit (EPR)	0.1	$362k	NEW	8.5k	42.45	View chart
Southern Copper Corp Stock (SCCO)	0.1	$360k	NEW	3.4k	106.52	View chart
Getty Rlty Corp Reit (GTY)	0.1	$360k	NEW	13k	27.35	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.1	$359k	-31%	7.2k	49.89	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$349k	NEW	7.4k	47.02	View chart
Costco Whsl Corp Stock (COST)	0.1	$345k	-2%	471.00	732.76	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$333k	-82%	691.00	481.57	View chart
Antero Midstream Corp Stock (AM)	0.1	$331k	NEW	24k	14.06	View chart
Oneok Stock (OKE)	0.1	$330k	NEW	4.1k	80.17	View chart
Nnn Reit Reit (NNN)	0.1	$329k	NEW	7.7k	42.74	View chart
Advanced Micro Devices Stock (AMD)	0.1	$328k	-88%	1.8k	180.49	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$322k	-83%	2.1k	152.26	View chart
Howmet Aerospace Stock (HWM)	0.1	$320k	NEW	4.7k	68.43	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$311k	-19%	1.0k	300.08	View chart
Celsius Hldgs Stock (CELH)	0.1	$310k	NEW	3.7k	82.92	View chart
Bain Cap Specialty Fin Inc Com Stk Cef (BCSF)	0.1	$309k	NEW	20k	15.68	View chart
Fedex Corp Stock (FDX)	0.1	$293k	NEW	1.0k	289.74	View chart
Boeing Stock (BA)	0.1	$290k	+13%	1.5k	192.99	View chart
Blackstone Stock (BX)	0.1	$284k	NEW	2.2k	131.37	View chart
Clean Harbors Stock (CLH)	0.1	$278k		1.4k	201.31	View chart
Union Pac Corp Stock (UNP)	0.1	$277k		1.1k	245.93	View chart
Cme Group Stock (CME)	0.1	$271k	NEW	1.3k	215.29	View chart
Global X Nasdaq 100 Covered Call Etf Etf (QYLD)	0.1	$263k	-37%	15k	17.91	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$256k	-51%	5.1k	50.17	View chart
Spdr S&p Global Natural Resources Etf Etf (GNR)	0.1	$250k	-48%	4.3k	57.93	View chart
Blackrock Munihldngs Cali Qlty Cef (MUC)	0.1	$249k		23k	11.01	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$246k		3.3k	75.48	View chart
Arista Networks Stock (ANET)	0.1	$246k	-15%	848.00	289.98	View chart
Duolingo Inc Cl A Stock (DUOL)	0.1	$234k	+20%	1.1k	220.58	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.1	$233k	-43%	5.6k	41.84	View chart
Merck & Co Stock (MRK)	0.1	$230k	NEW	1.7k	131.98	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.1	$229k		3.2k	70.68	View chart
Servicenow Stock (NOW)	0.1	$227k	-54%	298.00	762.40	View chart
Catalyst Pharmaceuticals Stock (CPRX)	0.1	$212k	NEW	13k	15.94	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$211k	-28%	1.8k	116.25	View chart
Zions Bancorporation N A Stock (ZION)	0.1	$211k	-5%	4.9k	43.40	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$210k	NEW	3.6k	58.59	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$209k	NEW	400.00	522.69	View chart
Invesco Preferred Etf Etf (PGX)	0.1	$204k	-43%	17k	11.88	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.1	$196k	-10%	33k	5.93	View chart
Magnite Stock (MGNI)	0.1	$190k	NEW	18k	10.75	View chart
At&t Stock (T)	0.1	$180k	-34%	10k	17.60	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$168k	-13%	11k	15.73	View chart
Nuveen Ca Qualty Mun Income Cef (NAC)	0.0	$115k		10k	11.02	View chart

Past Filings by Strategic Advocates

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

Strategic Advocates 2024 Q1 filed April 3, 2024
Strategic Advocates 2023 Q4 filed Feb. 7, 2024

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