Your Advocates

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Your Advocates

Companies in the Your Advocates portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr intrm trm (SCHR) 23.0 $29M -21% 499k 58.68
Pimco Total Return Etf totl (BOND) 22.0 $28M -26% 249k 112.43
Schwab Emerging Markets Equity ETF (SCHE) 8.1 $10M 385k 26.76
SPDR Gold Trust (GLD) 8.0 $10M 58k 177.13
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 7.4 $9.4M 396k 23.72
Schwab Strategic Tr us lrg cap etf (SCHX) 4.8 $6.1M +131% 76k 80.63
Schwab U S Small Cap ETF (SCHA) 4.7 $6.0M +53% 88k 68.32
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 4.7 $6.0M +63% 181k 33.05
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 4.6 $5.9M +131% 151k 38.73
Schwab International Equity ETF (SCHF) 3.9 $5.0M +4% 160k 31.40
Sch Fnd Intl Lg Etf (FNDF) 3.8 $4.9M -4% 198k 24.57
Apple (AAPL) 0.6 $768k +284% 6.6k 115.80
Spdr S&p 500 Etf (SPY) 0.5 $692k -25% 2.1k 335.11
Schlumberger (SLB) 0.4 $504k +20% 32k 15.55

Setup an alert

Your Advocates will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Exxon Mobil Corporation (XOM) 0.4 $478k 14k 34.35
Enterprise Products Partners (EPD) 0.2 $291k 18k 15.80
Phillips 66 (PSX) 0.2 $274k +2% 5.3k 51.80
Spdr Ser Tr spdr russel 2000 (SPSM) 0.2 $265k +189% 9.7k 27.35
SPDR S&P Emerging Markets (SPEM) 0.2 $260k +28% 7.1k 36.55
SPDR S&P World ex-US (SPDW) 0.2 $228k -3% 7.8k 29.32
ConocoPhillips (COP) 0.1 $144k 4.4k 32.93
Chimera Investment Corporation 0.1 $135k 17k 8.19
Market Vectors Junior Gold Min 0.1 $119k 2.2k 55.19
Intel Corporation (INTC) 0.1 $104k 2.0k 51.69
UnitedHealth (UNH) 0.1 $94k -25% 300.00 313.33
SPDR DJ Wilshire Large Cap (SPLG) 0.1 $90k +4% 2.3k 39.20
Moody's Corporation (MCO) 0.1 $87k 300.00 290.00
FedEx Corporation (FDX) 0.1 $83k 331.00 250.76
Vanguard Small-Cap ETF (VB) 0.1 $82k 534.00 153.56
Starbucks Corporation (SBUX) 0.1 $79k 915.00 86.34
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $76k 604.00 125.83
Occidental Petroleum Corporation (OXY) 0.1 $68k 6.8k 10.07
SPDR Barclays Capital Inter Term (SPTI) 0.0 $61k -68% 1.8k 33.46
Amazon (AMZN) 0.0 $60k 19.00 3157.89
Spdr Ser Tr s&p oilgas exp (XOP) 0.0 $54k 1.3k 42.02
Vanguard Europe Pacific ETF (VEA) 0.0 $50k +500% 1.2k 40.85
Automatic Data Processing (ADP) 0.0 $42k 300.00 140.00
NVIDIA Corporation (NVDA) 0.0 $42k NEW 78.00 538.46
Home Depot (HD) 0.0 $41k -33% 146.00 280.82
Allstate Corporation (ALL) 0.0 $38k 400.00 95.00
Kinder Morgan (KMI) 0.0 $37k 3.0k 12.33
iShares S&P 500 Index (IVV) 0.0 $34k 100.00 341.46
iShares S&P 1500 Index Fund (ITOT) 0.0 $33k NEW 434.00 76.04
Allegiance Bancshares (ABTX) 0.0 $33k 1.4k 23.34
WisdomTree Emerging Markets Eq (DEM) 0.0 $32k +6% 902.00 35.48
iShares Lehman Aggregate Bond (AGG) 0.0 $31k NEW 263.00 117.87
Air Products & Chemicals (APD) 0.0 $30k 100.00 300.00
iShares S&P MidCap 400 Value Index (IJJ) 0.0 $27k 203.00 133.00
Costco Wholesale Corporation (COST) 0.0 $26k 74.00 351.35
Vanguard Emerging Markets ETF (VWO) 0.0 $26k +304% 607.00 42.83
Coca-Cola Company (KO) 0.0 $26k +62% 534.00 48.69
Sch Us Mid-cap Etf etf (SCHM) 0.0 $25k 452.00 55.31
iShares Russell 1000 Value Index (IWD) 0.0 $23k 196.00 117.35
Wells Fargo & Company (WFC) 0.0 $22k 921.00 23.89
Vanguard Value ETF (VTV) 0.0 $20k NEW 194.00 103.09
Lockheed Martin Corporation (LMT) 0.0 $20k +2% 51.00 392.16
American Express Company (AXP) 0.0 $20k 200.00 100.00
Rockwell Automation (ROK) 0.0 $19k 88.00 215.91
Southwest Airlines (LUV) 0.0 $19k +100% 500.00 38.00
Gilead Sciences (GILD) 0.0 $19k 300.00 63.33
Chevron Corporation (CVX) 0.0 $18k 245.00 73.47
Advanced Micro Devices (AMD) 0.0 $17k 206.00 82.52
Vanguard Mid-Cap ETF (VO) 0.0 $17k +345% 98.00 173.47
U.S. Bancorp (USB) 0.0 $17k 464.00 36.64
BP (BP) 0.0 $15k 846.00 17.73
Tesla Motors (TSLA) 0.0 $15k NEW 34.00 441.18
Nike (NKE) 0.0 $14k 113.00 123.89
CenterPoint Energy (CNP) 0.0 $13k 694.00 18.73
Teucrium Soybean Fund mutual fund (SOYB) 0.0 $13k +124% 819.00 15.87
Inseego (INSG) 0.0 $12k 1.1k 10.70
Vanguard Growth ETF (VUG) 0.0 $12k NEW 53.00 226.42
Union Pacific Corporation (UNP) 0.0 $12k -50% 60.00 200.00
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.0 $11k +59% 239.00 46.67
Microsoft Corporation (MSFT) 0.0 $11k -85% 51.00 215.69
Sun Life Financial (SLF) 0.0 $11k 275.00 40.00
Powershares Etf Tr Ii s^p500 low vol 0.0 $11k 211.00 52.13
Pfizer (PFE) 0.0 $11k 306.00 35.95
Netfin Acquisition Corp shs cl a (NFIN) 0.0 $10k NEW 1.0k 10.00
Rackspace Technology 0.0 $10k NEW 500.00 20.00
STMicroelectronics (STM) 0.0 $10k 322.00 31.06
Walt Disney Company (DIS) 0.0 $10k 83.00 120.48
iShares Russell Midcap Growth Idx. (IWP) 0.0 $9.0k 54.00 166.67
E TRADE Financial Corporation (ETFC) 0.0 $9.0k NEW 178.00 50.56
NeoGenomics (NEO) 0.0 $9.0k 241.00 37.34
Boeing Company (BA) 0.0 $9.0k 52.00 173.08
Vanguard Mid-Cap Value ETF (VOE) 0.0 $8.0k NEW 75.00 106.67
SPDR Barclays Capital 1-3 Month T- 0.0 $8.0k 84.00 95.24
Vanguard S&p 500 Etf idx (VOO) 0.0 $8.0k NEW 25.00 320.00
Cognex Corporation (CGNX) 0.0 $8.0k 121.00 66.12
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.0 $8.0k +117% 74.00 108.11
iShares Russell 1000 Growth Index (IWF) 0.0 $8.0k 35.00 228.57
Cheniere Energy Partners (CQP) 0.0 $7.0k NEW 145.00 48.28
Proshares Tr S&p 500 Aristo (NOBL) 0.0 $7.0k 102.00 68.63
Ishares Tr broad usd high (USHY) 0.0 $7.0k NEW 171.00 40.94
Wingstop (WING) 0.0 $7.0k NEW 50.00 140.00
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.0 $7.0k NEW 182.00 38.46
United Rentals (URI) 0.0 $6.0k 37.00 162.16
Cummins (CMI) 0.0 $6.0k 30.00 200.00
Westlake Chemical Corporation (WLK) 0.0 $6.0k 100.00 60.00
Global X S&p 500 Covered Call Etf etf (XYLD) 0.0 $6.0k 134.00 44.78
Newpark Resources (NR) 0.0 $5.0k 4.9k 1.02
Vanguard Malvern Fds strm infproidx (VTIP) 0.0 $5.0k 101.00 49.51
Enbridge (ENB) 0.0 $5.0k 177.00 28.25
Total (TOT) 0.0 $5.0k 140.00 35.71
JPMorgan Chase & Co. (JPM) 0.0 $5.0k -71% 50.00 100.00
McDonald's Corporation (MCD) 0.0 $5.0k 25.00 200.00
iShares Russell 2000 Growth Index (IWO) 0.0 $5.0k NEW 22.00 227.27
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.0 $4.0k NEW 63.00 63.49
Vanguard Total Bond Market ETF (BND) 0.0 $4.0k -88% 51.00 78.43
Valero Energy Corporation (VLO) 0.0 $4.0k 100.00 40.00
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.0 $4.0k NEW 40.00 100.00
Global X Fds nasdaq 100 cover (QYLD) 0.0 $4.0k 184.00 21.74
Marathon Oil Corporation (MRO) 0.0 $3.0k 761.00 3.94
Procter & Gamble Company (PG) 0.0 $3.0k 25.00 120.00
Royal Dutch Shell (RDS.A) 0.0 $3.0k 100.00 30.00
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $3.0k 25.00 120.00
Zynga (ZNGA) 0.0 $3.0k NEW 300.00 10.00
Occidental Petroleum Corp Warrant (OXY.WS) 0.0 $3.0k NEW 843.00 3.56
Verizon Communications (VZ) 0.0 $2.0k 26.00 76.92
iShares Russell 1000 Index (IWB) 0.0 $2.0k 13.00 153.85
iShares S&P Europe 350 Index (IEV) 0.0 $2.0k 47.00 42.55
Carnival Corporation (CCL) 0.0 $2.0k 100.00 20.00
Retail Opportunity Investments (ROIC) 0.0 $2.0k 200.00 10.00
Norwegian Cruise Line Hldgs (NCLH) 0.0 $2.0k 100.00 20.00
Kitov Pharmaceuticals Hldgs 0.0 $2.0k NEW 400.00 5.00
Vanguard Long-Term Bond ETF (BLV) 0.0 $2.0k NEW 18.00 111.11
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $2.0k NEW 23.00 86.96
Duke Energy Corporation 0.0 $2.0k 24.00 83.33
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) 0.0 $2.0k NEW 71.00 28.17
Remark Media (MARK) 0.0 $1.0k NEW 700.00 1.43
Baker Hughes A Ge Company (BKR) 0.0 $1.0k NEW 100.00 10.00
Qualigen Therapeutics (QLGN) 0.0 $1.0k NEW 200.00 5.00
iShares S&P SmallCap 600 Growth (IJT) 0.0 $999.999900 3.00 333.33
iShares Gold Trust (IAU) 0.0 $999.999000 45.00 22.22
Annaly Capital Management (NLY) 0.0 $999.996000 120.00 8.33
Ford Motor Company (F) 0.0 $999.990000 225.00 4.44
Southwestern Energy Company (SWN) 0.0 $999.990000 369.00 2.71
Mattel (MAT) 0.0 $0 3.00 0.00
V.F. Corporation (VFC) 0.0 $0 3.00 0.00
Target Corporation (TGT) 0.0 $0 2.00 0.00
Lowe's Companies (LOW) 0.0 $0 0 0.00
Unilever (UL) 0.0 $0 2.00 0.00
CalAmp (CAMP) 0.0 $0 NEW 28.00 0.00
Seadrill 0.0 $0 2.0k 0.00
Jp Morgan Alerian Mlp Index (AMJ) 0.0 $0 NEW 2.9k 0.00
PowerShares Emerging Markets Sovere 0.0 $0 16.00 0.00
iShares Dow Jones US Oil & Gas Exp. (IEO) 0.0 $0 NEW 39.00 0.00
iShares MSCI Spain Index (EWP) 0.0 $0 NEW 915.00 0.00
iShares MSCI Italy Index 0.0 $0 NEW 1.1k 0.00
Twitter (TWTR) 0.0 $0 1.00 0.00
Rayonier Advanced Matls (RYAM) 0.0 $0 NEW 33.00 0.00
Weatherford Intl Ordf (WFTLF) 0.0 $0 17.00 0.00
Weatherford Intl Plc Wt Exp Mer From #reo (WFTUF) 0.0 $0 192.00 0.00
Denbury Inc Warranty Exp 9/16/23 0.0 $0 NEW 101.00 0.00

Past Filings by Your Advocates

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