Strategic Advocates

Strategic Advocates as of March 31, 2025

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