Your Advocates

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

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Positions held by Your Advocates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Your Advocates

Your Advocates holds 232 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
Dimensional Etf Trust (DCOR) 23.9 $61M 961k 63.34
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Dimensional International Core Equity 2 ETF (DFIC) 13.2 $34M +2% 1.2M 28.14
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Dimensional Etf Trust (DFEM) 9.4 $24M +3% 853k 28.15
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Pimco Total Return Etf totl (BOND) 7.5 $19M 200k 94.61
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Schwab Strategic Tr intrm trm (SCHR) 7.4 $19M 371k 50.60
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Dimensional Etf Trust (DFAS) 6.9 $18M +2% 272k 64.86
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Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 6.9 $18M -2% 243k 71.76
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SPDR Gold Trust (GLD) 5.4 $14M -2% 56k 243.06
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Vanguard Short-Term Bond ETF (BSV) 5.4 $14M 174k 78.69
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Sch Fnd Intl Lg Etf (FNDF) 3.4 $8.7M +2% 234k 37.37
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Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 2.9 $7.4M 230k 32.27
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Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.2 $5.5M 93k 59.57
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Exxon Mobil Corporation (XOM) 0.8 $2.1M -2% 18k 117.22
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Apple (AAPL) 0.5 $1.3M -5% 5.8k 232.98
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Spdr S&p 500 Etf (SPY) 0.4 $1.1M -2% 1.9k 573.88
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ConocoPhillips (COP) 0.3 $762k 7.2k 105.28
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Schwab Strategic Tr us lrg cap etf (SCHX) 0.2 $617k 9.1k 67.85
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Tesla Motors (TSLA) 0.2 $603k 2.3k 261.63
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Franklin Templeton Etf Tr liberty intl (FLIA) 0.2 $577k -11% 28k 20.80
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Innovator Etfs Tr s&p 500 ultra (UAPR) 0.2 $536k 18k 30.20
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AECOM Technology Corporation (ACM) 0.2 $454k 4.4k 103.27
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Schwab U S Broad Market ETF (SCHB) 0.1 $372k 5.6k 66.52
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iShares Lehman Aggregate Bond (AGG) 0.1 $368k -5% 3.6k 101.27
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Halliburton Company (HAL) 0.1 $303k 10k 29.05
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WisdomTree Emerging Markets Eq (DEM) 0.1 $247k -6% 5.6k 44.01
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Schlumberger (SLB) 0.1 $208k 5.0k 41.95
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Microsoft Corporation (MSFT) 0.1 $195k 453.00 430.30
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Marathon Petroleum Corp (MPC) 0.1 $181k 1.1k 162.91
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UnitedHealth (UNH) 0.1 $174k 298.00 584.68
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iShares Gold Trust 0.1 $148k -8% 3.0k 49.70
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Moody's Corporation (MCO) 0.1 $142k 300.00 474.59
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SPDR Barclays Capital Inter Term (SPTI) 0.1 $139k 4.8k 29.06
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Hewlett-Packard Company 0.0 $125k 3.5k 35.87
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RBB (TMFG) 0.0 $117k 3.7k 31.72
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Sap Ag Dem5 Ords (SAPGF) 0.0 $112k 492.00 227.59
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J P Morgan Exchange-traded F (BBSA) 0.0 $108k +3% 2.2k 48.69
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Ishares Tr esg msci le (SUSL) 0.0 $106k 1.0k 101.57
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iShares S&P 1500 Index Fund (ITOT) 0.0 $97k -12% 775.00 125.62
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PowerShares FTSE RAFI US 1500 Small-Mid 0.0 $92k -5% 2.2k 41.55
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FedEx Corporation (FDX) 0.0 $91k 331.00 273.68
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Automatic Data Processing (ADP) 0.0 $90k 325.00 276.73
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Starbucks Corporation (SBUX) 0.0 $89k 914.00 97.49
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Chimera Investment Corporation 0.0 $87k 5.5k 15.83
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Amazon (AMZN) 0.0 $80k -2% 429.00 186.33
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Caterpillar (CAT) 0.0 $78k 200.00 391.12
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Allstate Corporation (ALL) 0.0 $76k 400.00 189.65
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E.I. du Pont de Nemours & Company 0.0 $72k 811.00 89.11
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General Electric Company 0.0 $66k 350.00 188.58
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Trade Desk (TTD) 0.0 $66k 600.00 109.65
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PowerShares FTSE RAFI US 1000 0.0 $65k 1.6k 40.63
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Home Depot (HD) 0.0 $59k -11% 146.00 405.20
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American Beacon Select Funds (AHLT) 0.0 $57k +11% 2.4k 23.54
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Toast (TOST) 0.0 $57k 2.0k 28.31
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Ishares Tr msci eafe esg (ESGD) 0.0 $56k +5% 670.00 84.13
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Costco Wholesale Corporation (COST) 0.0 $52k 59.00 886.53
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Corteva (CTVA) 0.0 $48k 810.00 58.79
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iShares S&P 500 Index (IVV) 0.0 $47k -33% 81.00 576.81
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Southern Company (SO) 0.0 $45k -16% 500.00 90.23
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Dow Chemical Company 0.0 $45k 822.00 54.63
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Agilent Technologies Inc C ommon (A) 0.0 $44k 296.00 148.48
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Coca-Cola Company (KO) 0.0 $43k 598.00 71.86
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Vanguard Small-Cap ETF (VB) 0.0 $42k 178.00 237.21
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Ishares Tr msci usa small (ESML) 0.0 $37k 889.00 41.80
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PowerShares FTSE RAFI Developed Markets 0.0 $36k 686.00 52.13
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Vanguard Europe Pacific ETF (VEA) 0.0 $35k -13% 670.00 52.81
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Garmin (GRMN) 0.0 $35k 200.00 176.03
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Carnival Corporation (CCL) 0.0 $35k -17% 1.9k 18.48
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Schwab Emerging Markets Equity ETF (SCHE) 0.0 $35k 1.2k 29.18
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Vanguard Total World Stock Idx (VT) 0.0 $34k NEW 281.00 119.50
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Shopify Inc cl a (SHOP) 0.0 $32k -20% 400.00 80.14
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Humana (HUM) 0.0 $32k +81% 100.00 316.74
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Charles Schwab Corporation (SCHW) 0.0 $31k 434.00 72.24
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Energy Select Sector SPDR (XLE) 0.0 $31k +13% 356.00 87.84
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United Rentals (URI) 0.0 $30k 37.00 809.73
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Spdr Ser Tr s&p oilgas exp (XOP) 0.0 $29k 222.00 131.52
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Cipher Mining (CIFR) 0.0 $29k 7.5k 3.87
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Marathon Oil Corporation (MRO) 0.0 $29k 1.1k 26.63
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Vanguard Value ETF (VTV) 0.0 $27k 155.00 174.57
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Cheniere Energy Partners (CQP) 0.0 $26k 145.00 179.84
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SPDR S&P Emerging Markets (SPEM) 0.0 $25k 611.00 41.28
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Gilead Sciences (GILD) 0.0 $25k 300.00 83.84
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Hut 8 Mng Corp 0.0 $25k 2.0k 12.26
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Marathon Digital Holdings In (MARA) 0.0 $24k 1.5k 16.22
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Dell 0.0 $24k 200.00 118.54
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Keysight Technologies (KEYS) 0.0 $22k 140.00 158.93
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Ge Vernova (GEV) 0.0 $22k 87.00 254.98
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Roblox Corp (RBLX) 0.0 $22k 500.00 44.26
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NVIDIA Corporation (NVDA) 0.0 $22k -80% 180.00 121.44
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Union Pacific Corporation (UNP) 0.0 $21k 85.00 246.48
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Ishares Tr cmn (GOVT) 0.0 $21k 873.00 23.45
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SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $19k NEW 45.00 423.11
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Broadcom (AVGO) 0.0 $19k +900% 110.00 172.50
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Sun Life Financial (SLF) 0.0 $16k 275.00 58.02
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Wmte Japan Hd Sml (DXJS) 0.0 $15k 444.00 33.94
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Ishares Tr esg us agr bd (EAGG) 0.0 $15k 306.00 48.53
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Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $15k -80% 45.00 321.96
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Valero Energy Corporation (VLO) 0.0 $14k 100.00 135.03
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Google 0.0 $13k +100% 80.00 167.32
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iShares S&P SmallCap 600 Index (IJR) 0.0 $13k -10% 111.00 116.96
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Fidelity National Information Services (FIS) 0.0 $13k 151.00 83.75
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Dimensional Etf Trust (DFEV) 0.0 $12k 427.00 28.46
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Ishares Tr esg 1 5 yr usd (SUSB) 0.0 $12k 471.00 25.14
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Tractor Supply Company (TSCO) 0.0 $12k 40.00 290.93
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Market Vectors Gold Miners ETF 0.0 $11k 393.00 29.00
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Nasdaq Omx (NDAQ) 0.0 $11k NEW 150.00 73.01
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JPMorgan Chase & Co. (JPM) 0.0 $11k 50.00 210.86
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iShares Russell 2000 Index (IWM) 0.0 $10k 46.00 220.89
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Nike (NKE) 0.0 $9.9k -47% 112.00 88.40
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Amphenol Corporation (APH) 0.0 $9.8k 150.00 65.16
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Vanguard Mid-Cap Value ETF (VOE) 0.0 $9.7k 58.00 167.67
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Cummins (CMI) 0.0 $9.7k 30.00 323.80
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iShares S&P Europe 350 Index (IEV) 0.0 $9.5k 163.00 58.27
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Republic Services (RSG) 0.0 $9.0k 45.00 200.84
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Fiserv (FI) 0.0 $9.0k 50.00 179.66
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Ametek (AME) 0.0 $8.6k 50.00 171.72
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Netflix (NFLX) 0.0 $8.5k +100% 12.00 709.25
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Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $8.4k -50% 30.00 280.47
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Rocket Lab Usa (RKLB) 0.0 $8.3k +3% 850.00 9.73
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Travelers Companies (TRV) 0.0 $8.2k 35.00 234.11
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PROS Holdings (PRO) 0.0 $8.0k NEW 434.00 18.52
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Aptar (ATR) 0.0 $8.0k 50.00 160.20
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Academy Sports & Outdoor (ASO) 0.0 $7.9k -92% 135.00 58.35
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Walt Disney Company (DIS) 0.0 $7.8k -4% 81.00 96.19
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McDonald's Corporation (MCD) 0.0 $7.6k 25.00 304.52
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U.S. Bancorp (USB) 0.0 $7.5k 165.00 45.73
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Marqeta (MQ) 0.0 $7.4k 1.5k 4.92
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Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) 0.0 $7.3k NEW 300.00 24.42
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Stryker Corporation (SYK) 0.0 $7.2k 20.00 361.25
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Enbridge (ENB) 0.0 $7.2k 177.00 40.61
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Danaher Corporation (DHR) 0.0 $7.0k 25.00 278.04
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Xylem (XYL) 0.0 $6.8k 50.00 135.04
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Verisk Analytics (VRSK) 0.0 $6.7k 25.00 267.96
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Illinois Tool Works (ITW) 0.0 $6.6k 25.00 262.08
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Financial Select Sector SPDR (XLF) 0.0 $6.5k 144.00 45.47
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Pinterest Inc Cl A (PINS) 0.0 $6.5k -11% 200.00 32.37
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First Trust NASDAQ Clean Edge (GRID) 0.0 $6.2k 49.00 127.24
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Thermo Fisher Scientific (TMO) 0.0 $6.2k 10.00 618.60
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Coupang (CPNG) 0.0 $6.1k 250.00 24.55
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Synopsys (SNPS) 0.0 $6.1k 12.00 506.42
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Lululemon Athletica (LULU) 0.0 $6.0k +214% 22.00 271.36
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Dxc Technology (DXC) 0.0 $6.0k 287.00 20.75
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Invesco Exchange Traded Fd T wilderhil clan (PBW) 0.0 $5.8k 292.00 20.03
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Morgan Stanley (MS) 0.0 $5.8k 56.00 104.23
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Amgen (AMGN) 0.0 $5.8k 18.00 322.22
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Tempus Ai (TEM) 0.0 $5.7k -75% 100.00 56.60
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American Express Company (AXP) 0.0 $5.4k NEW 20.00 271.20
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Veralto Corp (VLTO) 0.0 $5.4k +500% 48.00 111.85
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Occidental Petroleum Corporation (OXY) 0.0 $5.2k 100.00 51.54
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Cognex Corporation (CGNX) 0.0 $4.9k 121.00 40.50
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Altair Engr (ALTR) 0.0 $4.8k 50.00 95.52
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BP (BP) 0.0 $4.7k 150.00 31.39
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Servicenow (NOW) 0.0 $4.5k 5.00 894.40
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Spotify Technology Sa (SPOT) 0.0 $4.4k 12.00 368.50
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Procter & Gamble Company (PG) 0.0 $4.3k 25.00 173.20
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Wisdomtree Tr blmbg us bull (USDU) 0.0 $4.2k 160.00 26.53
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Chipotle Mexican Grill (CMG) 0.0 $4.0k NEW 70.00 57.61
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Canadian Pacific Railway 0.0 $3.8k 45.00 85.53
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Ge Healthcare Technologies I (GEHC) 0.0 $3.8k 41.00 93.85
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Arista Networks (ANET) 0.0 $3.8k 10.00 383.80
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EQUITABLE RES Inc Com Stk 0.0 $3.7k 100.00 36.64
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Baker Hughes A Ge Company (BKR) 0.0 $3.6k 100.00 36.15
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Real Estate Select Sect Spdr (XLRE) 0.0 $3.6k 80.00 44.67
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Centene Corporation (CNC) 0.0 $3.5k 47.00 75.28
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Viking Holdings (VIK) 0.0 $3.5k NEW 100.00 34.89
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Fubotv (FUBO) 0.0 $3.3k 2.4k 1.42
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Retail Opportunity Investments (ROIC) 0.0 $3.1k 200.00 15.73
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Take-Two Interactive Software (TTWO) 0.0 $3.1k -50% 20.00 153.70
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Pool Corporation (POOL) 0.0 $3.0k 8.00 376.75
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Dex (DXCM) 0.0 $3.0k 44.00 67.05
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Denali Therapeutics (DNLI) 0.0 $2.9k 100.00 29.13
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Pfizer (PFE) 0.0 $2.9k NEW 100.00 28.94
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Duke Energy Corporation 0.0 $2.8k 24.00 115.29
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Elf Beauty (ELF) 0.0 $2.7k NEW 25.00 109.04
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Ast Spacemobile Inc Com Cl A (ASTS) 0.0 $2.7k -74% 102.00 26.15
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Fortune Brands (FBIN) 0.0 $2.6k 29.00 89.52
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Constellation Brands (STZ) 0.0 $2.6k 10.00 257.70
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Plug Power (PLUG) 0.0 $2.6k 1.1k 2.26
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Ford Motor Company (F) 0.0 $2.4k 228.00 10.57
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Indie Semiconductor (INDI) 0.0 $2.2k 540.00 3.99
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Trimble Navigation (TRMB) 0.0 $2.1k 34.00 62.09
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United States Oil Fund, Lp etf (USO) 0.0 $2.1k 30.00 69.93
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Infineon Technologies (IFNNY) 0.0 $1.8k 50.00 35.12
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Spirit Airlines (SAVE) 0.0 $1.7k 100.00 16.81
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Aurinia Pharmaceuticals (AUPH) 0.0 $1.5k 200.00 7.33
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Weatherford Intl Ordf (WFRD) 0.0 $1.4k 17.00 84.94
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Global X Fds global x uranium (URA) 0.0 $1.4k 50.00 28.62
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AGCO Corporation (AGCO) 0.0 $1.4k 11.00 127.91
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Blackline (BL) 0.0 $1.4k 25.00 55.16
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Vanguard Mid-Cap ETF (VO) 0.0 $1.3k 5.00 263.80
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GXO Logistics (GXO) 0.0 $1.2k 23.00 52.09
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Verizon Communications (VZ) 0.0 $1.2k 26.00 44.92
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Albemarle Corporation (ALB) 0.0 $1.1k 12.00 94.75
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iShares Russell Midcap Growth Idx. (IWP) 0.0 $1.1k 9.00 117.33
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Applied Materials (AMAT) 0.0 $1.0k -37% 5.00 202.80
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Jd (JD) 0.0 $1.0k -50% 25.00 40.00
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Airgain (AIRG) 0.0 $754.000000 100.00 7.54
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Relay Therapeutics (RLAY) 0.0 $708.000000 100.00 7.08
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Chargepoint Holdings Inc Com Cl A (CHPT) 0.0 $685.000000 500.00 1.37
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Intuitive Machs (LUNR) 0.0 $684.003500 +13% 85.00 8.05
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Village Farms International (VFF) 0.0 $651.000000 700.00 0.93
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Rxo (RXO) 0.0 $644.000000 23.00 28.00
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Annaly Capital Management 0.0 $602.001000 30.00 20.07
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Masterbrand Inc-w/i (MBC) 0.0 $537.999300 29.00 18.55
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Medifast (MED) 0.0 $520.001100 27.00 19.26
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Zk Intl Group (ZKIN) 0.0 $510.000000 1.0k 0.51
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Linde (LIN) 0.0 $490.000000 1.00 490.00
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Bloom Energy Corp (BE) 0.0 $475.002000 45.00 10.56
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Intel Corporation (INTC) 0.0 $446.000300 19.00 23.47
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Nautilus Biotechnology (NAUT) 0.0 $427.995000 150.00 2.85
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Cytosorbents (CTSO) 0.0 $375.000000 250.00 1.50
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Ark Etf Tr gen rev mltsct (ARKG) 0.0 $256.000000 10.00 25.60
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Sonos (SONO) 0.0 $246.000000 20.00 12.30
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Rivian Automotive Inc Class A (RIVN) 0.0 $191.000100 17.00 11.24
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STMicroelectronics (STM) 0.0 $149.000000 5.00 29.80
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Etf Ser Solutions Defiance Next ef (SIXG) 0.0 $132.999900 3.00 44.33
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Atif Holdings (ATIF) 0.0 $133.003000 130.00 1.02
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Sigma Lithium Corporation (SGML) 0.0 $87.000200 7.00 12.43
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Seadrill 2021 (SDRL) 0.0 $79.000000 2.00 39.50
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Viatris (VTRS) 0.0 $70.000200 6.00 11.67
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Kyndryl Holdings Ord Wi (KD) 0.0 $69.000000 3.00 23.00
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SPDR DJ Wilshire Large Cap (SPLG) 0.0 $68.000000 1.00 68.00
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Virgin Galactic Holdings Inc virgin galactic holdings 0.0 $54.999900 9.00 6.11
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Spdr Ser Tr spdr russel 2000 (SPSM) 0.0 $46.000000 1.00 46.00
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Schwab International Equity ETF (SCHF) 0.0 $41.000000 1.00 41.00
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Azure Pwr Global (AZREF) 0.0 $39.000000 100.00 0.39
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SPDR S&P World ex-US (SPDW) 0.0 $38.000000 1.00 38.00
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Keurig Dr Pepper (KDP) 0.0 $38.000000 1.00 38.00
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Aeva Technologies 0.0 $33.000000 10.00 3.30
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Draganfly (DPRO) 0.0 $30.999600 -96% 12.00 2.58
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Healthy Choice Wellness Corp 0.0 $20.000000 NEW 8.00 2.50
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Nuvve Holding Corp 0.0 $5.000000 -66% 1.00 5.00
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Lowe's Companies (LOW) 0.0 $0 0 0.00
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Past Filings by Your Advocates

SEC 13F filings are viewable for Your Advocates going back to 2019

View all past filings