 |
Size ($ in 1000's)
At 03/31/2024: $259,721
At 12/31/2023: $235,366
Strategic Advocates LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Advocates LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Strategic Advocates LLC top holdings by largest position size, as per the latest 13f filing made by Strategic Advocates LLC.
In the Strategic Advocates LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Strategic Advocates LLC in that top holding, then the share count change between reporting periods, and finally the Strategic Advocates LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INTERMEDIATE TERM BOND ETF (BIV) |
285,136 |
+154,895 |
$21,499 | | BIV | 285,136 | +154,895 | $21,499 | | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF (KOMP) |
421,348 |
+408,957 |
$20,258 | | KOMP | 421,348 | +408,957 | $20,258 | | INVESCO QQQ TRUST SERIES I |
44,829 |
+42,729 |
$19,905 | | QQQ | 44,829 | +42,729 | $19,905 | | INVESCO S&P 500 PURE VALUE ETF (RPV) |
207,612 |
+195,001 |
$18,361 | | RPV | 207,612 | +195,001 | $18,361 | | VANGUARD LONG TERM CORPORATE BOND ETF (VCLT) |
220,000 |
+210,703 |
$17,211 | | VCLT | 220,000 | +210,703 | $17,211 | | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) |
230,824 |
+115,516 |
$11,911 | | IEMG | 230,824 | +115,516 | $11,911 | | VANGUARD S&P SMALL CAP 600 GROWTH ETF (VIOG) |
98,301 |
+92,023 |
$11,052 | | VIOG | 98,301 | +92,023 | $11,052 | | NVIDIA CORPORATION COM |
9,768 |
+1,390 |
$8,826 | | NVDA | 9,768 | +1,390 | $8,826 | | PIMCO 0 5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE TRADED FUND PIMCO 0 (HYS) |
83,046 |
+76,017 |
$7,763 | | HYS | 83,046 | +76,017 | $7,763 | | APPLE INC COM |
41,203 |
-17,308 |
$7,065 | | AAPL | 41,203 | -17,308 | $7,065 | | AMAZON COM INC COM |
34,645 |
+3,880 |
$6,249 | | AMZN | 34,645 | +3,880 | $6,249 | | ISHARES 1 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) |
78,824 |
+78,824 |
$4,042 | | IGSB | 78,824 | +78,824 | $4,042 | | INTUITIVE SURGICAL INC COM NEW |
9,829 |
+2,032 |
$3,923 | | ISRG | 9,829 | +2,032 | $3,923 | | SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) |
38,961 |
-180,712 |
$3,612 | | SCHG | 38,961 | -180,712 | $3,612 | | ALPHABET INC CAP STK CL A |
22,603 |
+8,511 |
$3,411 | | GOOGL | 22,603 | +8,511 | $3,411 | | MOODYS CORP COM |
8,359 |
+6,469 |
$3,285 | | MCO | 8,359 | +6,469 | $3,285 | | SPDR S&P 600 SMALL CAP GROWTH ETF (SLYG) |
36,124 |
-90,830 |
$3,151 | | SLYG | 36,124 | -90,830 | $3,151 | | SALESFORCE INC COM |
10,080 |
+3,446 |
$3,036 | | CRM | 10,080 | +3,446 | $3,036 | | FORTINET INC COM |
43,465 |
+32,137 |
$2,969 | | FTNT | 43,465 | +32,137 | $2,969 | | SCHWAB INTERNATIONAL EQUITY ETF (SCHF) |
73,089 |
-131,096 |
$2,852 | | SCHF | 73,089 | -131,096 | $2,852 | | ADOBE INC COM |
5,358 |
+3,840 |
$2,704 | | ADBE | 5,358 | +3,840 | $2,704 | | ISHARES RUSSELL MID CAP GROWTH ETF (IWP) |
23,638 |
+848 |
$2,698 | | IWP | 23,638 | +848 | $2,698 | | SYNOPSYS INC COM |
4,682 |
+4,682 |
$2,676 | | SNPS | 4,682 | +4,682 | $2,676 | | SCHWAB US DIVIDEND EQUITY ETF (SCHD) |
30,493 |
-153,810 |
$2,459 | | SCHD | 30,493 | -153,810 | $2,459 | | SCHWAB SHORT TERM US TREASURY ETF (SCHO) |
48,380 |
-99,926 |
$2,332 | | SCHO | 48,380 | -99,926 | $2,332 | | VERTEX PHARMACEUTICALS INC COM |
5,558 |
+5,558 |
$2,323 | | VRTX | 5,558 | +5,558 | $2,323 | | MICROSOFT CORP COM |
5,219 |
-7,456 |
$2,196 | | MSFT | 5,219 | -7,456 | $2,196 | | ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) |
19,759 |
+7,666 |
$1,935 | | AGG | 19,759 | +7,666 | $1,935 | | VANGUARD GROWTH ETF (VUG) |
5,313 |
+3,844 |
$1,829 | | VUG | 5,313 | +3,844 | $1,829 | | ISHARES CORE AGGRESSIVE ALLOCATION ETF (AOA) |
24,836 |
+919 |
$1,824 | | AOA | 24,836 | +919 | $1,824 | | SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF (IBND) |
62,352 |
+7,938 |
$1,815 | | IBND | 62,352 | +7,938 | $1,815 | | LULULEMON ATHLETICA INC COM |
4,392 |
+4,392 |
$1,716 | | LULU | 4,392 | +4,392 | $1,716 | | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF (PHB) |
87,506 |
+15,574 |
$1,586 | | PHB | 87,506 | +15,574 | $1,586 | | META PLATFORMS INC CL A |
3,201 |
-4,727 |
$1,554 | | META | 3,201 | -4,727 | $1,554 | | TESLA INC COM |
8,662 |
-6,150 |
$1,523 | | TSLA | 8,662 | -6,150 | $1,523 | | BANK AMERICA CORP COM |
39,323 |
-2,330 |
$1,491 | | BAC | 39,323 | -2,330 | $1,491 | | SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) |
39,848 |
+905 |
$1,442 | | SPEM | 39,848 | +905 | $1,442 | | ISHARES CORE S&P MID CAP ETF (IJH) |
22,195 |
-27,124 |
$1,348 | | IJH | 22,195 | -27,124 | $1,348 | | VANGUARD HIGH DIVIDEND YIELD INDEX ETF (VYM) |
10,808 |
+7,409 |
$1,308 | | VYM | 10,808 | +7,409 | $1,308 | | AMERICAN EXPRESS CO COM |
5,500 |
-1,389 |
$1,252 | | AXP | 5,500 | -1,389 | $1,252 | | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF (PICK) |
29,811 |
+3,236 |
$1,243 | | PICK | 29,811 | +3,236 | $1,243 | | MATERIALS SELECT SECTOR SPDR FUND (XLB) |
13,149 |
+4,428 |
$1,221 | | XLB | 13,149 | +4,428 | $1,221 | | APPLIED MATLS INC COM |
5,579 |
+944 |
$1,150 | | AMAT | 5,579 | +944 | $1,150 | | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB) |
21,702 |
-122,972 |
$1,118 | | IGLB | 21,702 | -122,972 | $1,118 | | THE TRADE DESK INC COM CL A |
11,827 |
-731 |
$1,034 | | TTD | 11,827 | -731 | $1,034 | | COCA COLA CO COM |
16,139 |
-973 |
$987 | | KO | 16,139 | -973 | $987 | | CHEVRON CORP NEW COM |
6,035 |
-505 |
$952 | | CVX | 6,035 | -505 | $952 | | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY) |
25,226 |
+985 |
$923 | | USHY | 25,226 | +985 | $923 | | IQ HEDGE MULTI STRATEGY TRACKER ETF (QAI) |
29,193 |
+11,087 |
$902 | | QAI | 29,193 | +11,087 | $902 | | INVESCO SENIOR LOAN ETF (BKLN) |
42,201 |
+2,213 |
$893 | | BKLN | 42,201 | +2,213 | $893 |
See Full List: All Stocks Held By Strategic Advocates LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Strategic Advocates LLC
|
|
