Strategic Advocates

Strategic Advocates as of Dec. 31, 2024

Portfolio Holdings for Strategic Advocates

Strategic Advocates holds 110 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 8.8 $26M 516k 50.83
Invesco Qqq Trust Series I Etf (QQQ) 8.7 $26M 50k 511.23
Vanguard Intermediate-term Bond Etf Etf (BIV) 8.5 $25M 338k 74.73
Invesco S&p 500 Pure Value Etf Etf (RPV) 7.7 $23M 253k 90.21
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB) 5.7 $17M 756k 22.23
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 5.0 $15M 128k 116.31
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 4.9 $15M 279k 52.22
Nvidia Corporation Stock (NVDA) 4.7 $14M 105k 134.29
Apple Stock (AAPL) 3.3 $9.7M 39k 250.42
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS) 3.3 $9.6M 103k 93.68
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 3.2 $9.4M 181k 51.70
Amazon Stock (AMZN) 2.0 $5.9M 27k 219.39
Palantir Technologies Inc Cl A Stock (PLTR) 1.9 $5.6M 74k 75.63
Tesla Stock (TSLA) 1.7 $4.9M 12k 403.84
Meta Platforms Inc Cl A Stock (META) 1.6 $4.8M 8.2k 585.51
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.5 $4.4M 24k 189.30
Intuitive Surgical Stock (ISRG) 1.4 $4.1M 7.8k 521.96
Netflix Stock (NFLX) 1.2 $3.6M 4.1k 891.32
Servicenow Stock (NOW) 1.1 $3.4M 3.2k 1060.12
Chipotle Mexican Grill Stock (CMG) 0.9 $2.7M 45k 60.30
Microsoft Corp Stock (MSFT) 0.9 $2.7M 6.3k 421.49
Ge Aerospace Stock (GE) 0.9 $2.6M 15k 166.79
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.7 $2.2M 78k 27.87
Microstrategy Inc Cl A Stock (MSTR) 0.7 $2.2M 7.5k 289.62
Palo Alto Networks Stock (PANW) 0.7 $2.0M 11k 181.96
Synopsys Stock (SNPS) 0.7 $2.0M 4.1k 485.36
Vanguard Growth Etf Etf (VUG) 0.7 $1.9M 4.7k 410.45
Netapp Stock (NTAP) 0.6 $1.9M 16k 116.08
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.6 $1.8M 24k 76.61
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.6 $1.8M 14k 126.75
Kla Corp Stock (KLAC) 0.6 $1.7M 2.7k 630.13
The Trade Desk Inc Com Cl A Stock (TTD) 0.5 $1.4M 12k 117.53
Datadog Inc Cl A Stock (DDOG) 0.5 $1.4M 9.9k 142.89
Applovin Corp Com Cl A Stock (APP) 0.5 $1.4M 4.2k 323.83
Uipath Inc Cl A Stock (PATH) 0.5 $1.4M 107k 12.71
Dropbox Inc Cl A Stock (DBX) 0.5 $1.3M 45k 30.04
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK) 0.5 $1.3M 38k 34.99
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.4 $1.2M 16k 77.25
Robo Global Artificial Intelligence Etf Etf (THNQ) 0.4 $1.1M 23k 49.00
Grayscale Ethereum Trust Etf Etf (ETHE) 0.4 $1.1M 40k 28.02
Sofi Technologies Stock (SOFI) 0.4 $1.1M 72k 15.40
Wisdomtree Managed Futures Strategy Fund Etf (WTMF) 0.4 $1.1M 32k 34.93
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.4 $1.1M 8.3k 127.59
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.4 $1.1M 12k 90.35
Ishares Future Ai & Tech Etf Etf (ARTY) 0.3 $1.0M 28k 37.07
Ishares Self-driving Ev & Tech Etf Etf (IDRV) 0.3 $988k 34k 29.23
Materials Select Sector Spdr Fund Etf (XLB) 0.3 $943k 11k 84.14
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $939k 2.1k 453.28
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.3 $934k 29k 31.95
Nyli Hedge Multi-strategy Tracker Etf Etf (QAI) 0.3 $930k 30k 31.41
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 0.3 $900k 18k 49.74
Emcor Group Stock (EME) 0.3 $885k 2.0k 453.91
Vanguard Total Bond Market Etf Etf (BND) 0.3 $882k 12k 71.91
Ionq Stock (IONQ) 0.3 $863k 21k 41.77
Proshares Investment Grade-interest Rate Hedged Etf (IGHG) 0.3 $798k 10k 78.17
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.2 $702k 19k 36.79
Invesco Senior Loan Etf Etf (BKLN) 0.2 $670k 32k 21.07
Applied Matls Stock (AMAT) 0.2 $636k 3.9k 162.61
Jpmorgan Chase & Co Stock (JPM) 0.2 $630k 2.6k 239.71
Cisco Sys Stock (CSCO) 0.2 $567k 9.6k 59.20
Cadence Design System Stock (CDNS) 0.2 $562k 1.9k 300.46
American Express Stock (AXP) 0.2 $536k 1.8k 296.79
Cme Group Stock (CME) 0.2 $513k 2.2k 232.23
Motley Fool 100 Index Etf Etf (TMFC) 0.2 $504k 8.4k 60.12
Oneok Stock (OKE) 0.2 $476k 4.7k 100.40
Simon Ppty Group Reit (SPG) 0.2 $473k 2.7k 172.23
Ishares Core Growth Allocation Etf Etf (AOR) 0.2 $469k 8.2k 57.32
International Business Machs Stock (IBM) 0.2 $467k 2.1k 219.83
Freeport-mcmoran Inc Cl B Stock (FCX) 0.1 $432k 11k 38.08
Southern Copper Corp Stock (SCCO) 0.1 $431k 4.7k 91.13
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $420k 15k 27.32
Bank America Corp Stock (BAC) 0.1 $416k 9.5k 43.95
Qualcomm Stock (QCOM) 0.1 $394k 2.6k 153.63
Procter And Gamble Stock (PG) 0.1 $382k 2.3k 167.64
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN) 0.1 $381k 7.4k 51.44
Coca Cola Stock (KO) 0.1 $377k 6.1k 62.26
Dell Technologies Inc Cl C Stock (DELL) 0.1 $372k 3.2k 115.24
Spdr Bloomberg International Corporate Bond Etf Etf (IBND) 0.1 $362k 13k 28.36
Mastercard Incorporated Cl A Stock (MA) 0.1 $352k 669.00 526.57
Chevron Corp Stock (CVX) 0.1 $346k 2.4k 144.81
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $342k 1.8k 190.48
Clean Harbors Stock (CLH) 0.1 $318k 1.4k 230.14
Duolingo Inc Cl A Stock (DUOL) 0.1 $289k 892.00 324.23
The Cigna Group Stock (CI) 0.1 $278k 1.0k 276.14
Knife River Corp Stock (KNF) 0.1 $276k 2.7k 101.64
Summit Matls Inc Cl A Stock 0.1 $268k 5.3k 50.60
Rigetti Computing Stock (RGTI) 0.1 $267k 18k 15.26
Boeing Stock (BA) 0.1 $265k 1.5k 177.00
Arista Networks Stock (ANET) 0.1 $258k 2.3k 110.53
Us Treasury 3 Month Bill Etf Etf (TBIL) 0.1 $258k 5.2k 49.86
Mara Holdings Stock (MARA) 0.1 $247k 15k 16.77
Blackrock Munihldngs Cali Qlty Cef (MUC) 0.1 $241k 23k 10.63
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.1 $237k 9.9k 24.06
Union Pac Corp Stock (UNP) 0.1 $234k 1.0k 228.04
Fs Credit Opportunities Corp Cef (FSCO) 0.1 $226k 33k 6.82
Advanced Micro Devices Stock (AMD) 0.1 $226k 1.9k 120.79
Caterpillar Stock (CAT) 0.1 $222k 611.00 362.66
Ishares Russell 3000 Etf Etf (IWV) 0.1 $221k 662.00 334.25
Disney Walt Stock (DIS) 0.1 $220k 2.0k 111.37
Spdr S&p 500 Etf Trust Etf (SPY) 0.1 $218k 372.00 585.51
HP Stock (HPQ) 0.1 $217k 6.6k 32.63
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $216k 4.1k 53.05
Davita Stock (DVA) 0.1 $215k 1.4k 149.55
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.1 $214k 2.9k 74.02
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB) 0.1 $214k 12k 18.08
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $212k 11k 19.59
Occidental Pete Corp Stock (OXY) 0.1 $211k 4.3k 49.40
Spdr Gold Shares Etf (GLD) 0.1 $208k 859.00 242.13
D-wave Quantum Stock (QBTS) 0.0 $148k 18k 8.40
Nuveen Ca Qualty Mun Income Cef (NAC) 0.0 $117k 10k 11.29