|
Entity | Shares/Amount Change | Position Value Change |
DFIC |
-212,137 | -$3,064 | FNDE |
-98,626 | -$2,183 | FNDX |
-92,336 | -$3,541 | DFEM |
-81,955 | -$44 | FNDF |
-51,011 | -$1,229 | SPEM |
-15,744 | -$477 | BSV |
-12,311 | -$622 | DEM |
-9,074 | -$294 | HUT |
-8,000 | +$7 |
Size ($ in 1000's)
At 12/31/2023: $248,509 At 09/30/2023: $167,629
Your Advocates Ltd. LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Your Advocates Ltd. LLP 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, we find all stocks held by Your Advocates Ltd. LLP to be as follows, presented in the
table below with each row detailing each Your Advocates Ltd. LLP position, ordered by largest to smallest position size.
The all-stocks-held-by-Your Advocates Ltd. LLP table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Your Advocates Ltd. LLP as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
Dimensional US Core |
1,062,348 |
+1,062,348 |
$56,814 | DCOR | 1,062,348 | +1,062,348 | $56,814 | Dimensional ETF Emerg. Markets Core Equity (DFEM) |
1,131,542 |
-81,955 |
$28,243 | DFEM | 1,131,542 | -81,955 | $28,243 | Pimco Active Bond ETF (BOND) |
302,127 |
+205,115 |
$27,932 | BOND | 302,127 | +205,115 | $27,932 | Schwab Intermediate Term US Treas |
489,198 |
+303,697 |
$24,323 | SCHR | 489,198 | +303,697 | $24,323 | Dimensional ETF Int l Core Equity 2 (DFIC) |
866,823 |
-212,137 |
$22,130 | DFIC | 866,823 | -212,137 | $22,130 | Schwab Fundamental US Large Company ETF (FNDX) |
272,558 |
-92,336 |
$16,882 | FNDX | 272,558 | -92,336 | $16,882 | SPDR Gold Trust (GLD) |
67,185 |
-3,300 |
$12,844 | GLD | 67,185 | -3,300 | $12,844 | Vanguard Short Term Bond ETF (BSV) |
163,788 |
-12,311 |
$12,615 | BSV | 163,788 | -12,311 | $12,615 | Schwab Fundamental Emerg Mkts Lg Co ETF (FNDE) |
437,907 |
-98,626 |
$11,885 | FNDE | 437,907 | -98,626 | $11,885 | Dimensional US Small Cap ETF (DFAS) |
152,308 |
+5,126 |
$9,081 | DFAS | 152,308 | +5,126 | $9,081 | Schwab Fundamental Intl Lg Co ETF (FNDF) |
187,481 |
-51,011 |
$6,324 | FNDF | 187,481 | -51,011 | $6,324 | Schwab Fundamental US Small Company ETF (FNDA) |
92,369 |
-5,798 |
$5,113 | FNDA | 92,369 | -5,798 | $5,113 | Exxon Mobil Corporation |
11,819 |
-865 |
$1,182 | XOM | 11,819 | -865 | $1,182 | Apple Inc |
6,005 |
-686 |
$1,156 | AAPL | 6,005 | -686 | $1,156 | SPDR Portfolio Emerging Markets ETF (SPEM) |
27,850 |
-15,744 |
$986 | SPEM | 27,850 | -15,744 | $986 | S P D R S&P 500 Etf Tr (SPY) |
1,927 |
+4 |
$916 | SPY | 1,927 | +4 | $916 | Franklin Liberty International Aggregate Bond ETF (FLIA) |
43,475 |
+3,009 |
$886 | FLIA | 43,475 | +3,009 | $886 | Schwab US Large Cap ETF (SCHX) |
13,651 |
-3,784 |
$770 | SCHX | 13,651 | -3,784 | $770 | Enterprise Prd Prtnrs Lp |
22,906 |
+425 |
$604 | EPD | 22,906 | +425 | $604 | Tesla Motors Inc |
2,358 |
-350 |
$586 | TSLA | 2,358 | -350 | $586 | WisdomTree Emerging Markets High Dividend ETF (DEM) |
14,352 |
-9,074 |
$584 | DEM | 14,352 | -9,074 | $584 | Phillips |
4,334 |
+35 |
$577 | PSX | 4,334 | +35 | $577 | Ishares Tr Barclays Fund (AGG) |
4,780 |
-880 |
$474 | AGG | 4,780 | -880 | $474 | Aecom |
4,556 |
UNCH |
$421 | ACM | 4,556 | UNCH | $421 | Conocophillips |
3,340 |
UNCH |
$388 | COP | 3,340 | UNCH | $388 | Schwab US Broad Market |
5,533 |
+23 |
$308 | SCHB | 5,533 | +23 | $308 | Schlumberger Ltd |
4,957 |
-1,878 |
$258 | SLB | 4,957 | -1,878 | $258 | Microsoft Corp |
592 |
UNCH |
$223 | MSFT | 592 | UNCH | $223 | Ishares Gold Etf |
4,476 |
-5,357 |
$175 | COM | 4,476 | -5,357 | $175 | MARATHON PETE CORP |
1,112 |
-2,333 |
$165 | MPC | 1,112 | -2,333 | $165 | Unitedhealth Group Inc |
298 |
-52 |
$157 | UNH | 298 | -52 | $157 | SPDR Series Trust Portfolio Intermediate Term ETF (SPTI) |
4,783 |
+2,530 |
$137 | SPTI | 4,783 | +2,530 | $137 | JP Morgan Betabuilders |
2,746 |
-248 |
$131 | BBSA | 2,746 | -248 | $131 | RBB Fund Inc Motley Fool Global Opportunity (TMFG) |
4,528 |
-1,591 |
$126 | TMFG | 4,528 | -1,591 | $126 | Moodys Corp |
300 |
UNCH |
$117 | MCO | 300 | UNCH | $117 | Hewlett Packard Company |
3,473 |
UNCH |
$105 | COM | 3,473 | UNCH | $105 | iShares Core S&P Total US Stock Mkt ETF (ITOT) |
885 |
-24 |
$93 | ITOT | 885 | -24 | $93 | Starbucks Corp |
914 |
UNCH |
$88 | SBUX | 914 | UNCH | $88 | iShares ESG MSCI USA Leaders ETF (SUSL) |
1,046 |
+857 |
$88 | SUSL | 1,046 | +857 | $88 | Fedex Corporation |
331 |
UNCH |
$84 | FDX | 331 | UNCH | $84 | Chimera Investment Corp |
16,490 |
-20 |
$82 | COM | 16,490 | -20 | $82 | Amazon Com Inc |
505 |
+10 |
$77 | AMZN | 505 | +10 | $77 | Auto Data Processing |
325 |
UNCH |
$76 | ADP | 325 | UNCH | $76 | Costco Whsl Corp New |
114 |
UNCH |
$75 | COST | 114 | UNCH | $75 | Toyota Motor Corp Ord |
375 |
UNCH |
$69 | TM | 375 | UNCH | $69 | iShares Trust US Treasury Bond ETF (GOVT) |
2,908 |
UNCH |
$67 | GOVT | 2,908 | UNCH | $67 | Du Pont E I De Nemour&Co |
811 |
+671 |
$62 | COM | 811 | +671 | $62 | Caterpillar Inc |
200 |
UNCH |
$59 | CAT | 200 | UNCH | $59 | Coca Cola Company |
998 |
UNCH |
$59 | KO | 998 | UNCH | $59 | iShares Core S&P 500 ETF (IVV) |
122 |
-34 |
$58 | IVV | 122 | -34 | $58 | Home Depot Inc |
165 |
UNCH |
$57 | HD | 165 | UNCH | $57 | Allstate Corporation |
400 |
UNCH |
$56 | ALL | 400 | UNCH | $56 | Vanguard Bond Index ETF (BND) |
653 |
+163 |
$48 | BND | 653 | +163 | $48 | The Southern Company |
650 |
UNCH |
$46 | SO | 650 | UNCH | $46 | Dow Chemical Company |
822 |
+671 |
$45 | COM | 822 | +671 | $45 | General Electric Company |
350 |
+225 |
$45 | COM | 350 | +225 | $45 | Carnival Corp New |
2,400 |
UNCH |
$44 | CCL | 2,400 | UNCH | $44 | Quanta Services Inc |
206 |
UNCH |
$44 | PWR | 206 | UNCH | $44 | Vanguard MSCI EAFE ETF (VEA) |
928 |
UNCH |
$44 | VEA | 928 | UNCH | $44 | Agilent Technologies Inc |
296 |
UNCH |
$41 | A | 296 | UNCH | $41 | Corteva Inc |
810 |
+671 |
$39 | CTVA | 810 | +671 | $39 | Toast Inc Class A |
2,000 |
UNCH |
$37 | TOST | 2,000 | UNCH | $37 | Academy Sports & Outdoor |
552 |
+1 |
$36 | ASO | 552 | +1 | $36 | The Trade Desk Inc |
500 |
-20 |
$36 | TTD | 500 | -20 | $36 | Marathon Digital Holdings Inc |
1,500 |
UNCH |
$35 | MARA | 1,500 | UNCH | $35 | Nvidia Corp |
70 |
UNCH |
$35 | NVDA | 70 | UNCH | $35 | iShare ESG Aware MSCI |
888 |
UNCH |
$34 | ESML | 888 | UNCH | $34 | Spdr S&P Oil & Gas Expl & Prod (XOP) |
|
|
$34 | XOP | 222 | UNCH | $30 | COM | 47 | UNCH | $4 | iShares ESG Aware MSCI EAFE ETF (ESGD) |
441 |
+151 |
$33 | ESGD | 441 | +151 | $33 | Cipher Mining Inc |
7,500 |
UNCH |
$31 | CIFR | 7,500 | UNCH | $31 | The Charles Schwab Corp |
455 |
+2 |
$31 | SCHW | 455 | +2 | $31 | Shopify Inc |
400 |
+391 |
$31 | SHOP | 400 | +391 | $31 | AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA |
337 |
-54 |
$30 | AVUV | 337 | -54 | $30 | Schwab Emerging Markets Equity ETF (SCHE) |
1,190 |
-1,350 |
$30 | SCHE | 1,190 | -1,350 | $30 | VANGUARD STAR FD TL INTL STK F ETF (VXUS) |
517 |
-1,539 |
$30 | VXUS | 517 | -1,539 | $30 | Hut Eight Mining Corp |
2,000 |
-8,000 |
$27 | HUT | 2,000 | -8,000 | $27 | Garmin Ltd |
200 |
UNCH |
$26 | GRMN | 200 | UNCH | $26 | Marathon Oil Corp |
1,076 |
-2,967 |
$26 | MRO | 1,076 | -2,967 | $26 | ISHARES TRUST MICRO CAP ETF (IWC) |
214 |
+35 |
$25 | IWC | 214 | +35 | $25 | Gilead Sciences Inc |
300 |
UNCH |
$24 | GILD | 300 | UNCH | $24 | Vanguard Total Stock Mkt (VTI) |
101 |
-308 |
$24 | VTI | 101 | -308 | $24 | American Beacon AHL Trend ETF (AHLT) |
1,056 |
+951 |
$23 | AHLT | 1,056 | +951 | $23 | Roblox Corp Com CL A |
500 |
+500 |
$23 | RBLX | 500 | +500 | $23 | Vanguard Value (VTV) |
155 |
-13 |
$23 | VTV | 155 | -13 | $23 | Keysight Tech Inc |
140 |
UNCH |
$22 | KEYS | 140 | UNCH | $22 | Union Pacific Corp |
85 |
UNCH |
$21 | UNP | 85 | UNCH | $21 | United Rentals Inc |
37 |
UNCH |
$21 | URI | 37 | UNCH | $21 | Doximity Inc |
609 |
UNCH |
$17 | DOCS | 609 | UNCH | $17 | INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN ETF (PBW) |
535 |
+344 |
$16 | PBW | 535 | +344 | $16 | VANGUARD TOTAL INT BD ETF (BNDX) |
304 |
-41 |
$15 | BNDX | 304 | -41 | $15 | Dell Inc |
200 |
UNCH |
$15 | COM | 200 | UNCH | $15 | Sun Life Financial Inc |
275 |
UNCH |
$14 | SLF | 275 | UNCH | $14 | Wisdomtree Japan Hedged |
444 |
UNCH |
$13 | DXJS | 444 | UNCH | $13 | iShares ESG U.S. Aggregate Bond ETF (EAGG) |
276 |
+275 |
$13 | EAGG | 276 | +275 | $13 | Valero Energy Corp New |
100 |
UNCH |
$13 | VLO | 100 | UNCH | $13 | Broadcom Inc |
11 |
+4 |
$12 | AVGO | 11 | +4 | $12 | Ishares Core S&P Small (IJR) |
111 |
UNCH |
$12 | IJR | 111 | UNCH | $12 | Vanguard Mega Cap Growth (MGK) |
45 |
UNCH |
$12 | MGK | 45 | UNCH | $12 | Nike Inc Class B |
112 |
UNCH |
$12 | NKE | 112 | UNCH | $12 | DFA Emerging Mkts Value ETF (DFEV) |
427 |
UNCH |
$11 | DFEV | 427 | UNCH | $11 | IShares Russell 2000 (IWM) |
54 |
-10 |
$11 | IWM | 54 | -10 | $11 | Market Vectors Etf TRUST |
393 |
-261 |
$11 | COM | 393 | -261 | $11 | Marqeta Inc |
1,500 |
UNCH |
$10 | MQ | 1,500 | UNCH | $10 | iShares ESG 1 5 Year USD Corporate Bond ETF (SUSB) |
401 |
+400 |
$10 | SUSB | 401 | +400 | $10 | Fidelity Natl Info |
151 |
UNCH |
$9 | FIS | 151 | UNCH | $9 | iShares S&P Euro (IEV) |
163 |
UNCH |
$9 | IEV | 163 | UNCH | $9 | Jpmorgan Chase & Co |
50 |
UNCH |
$9 | JPM | 50 | UNCH | $9 | Ametek Inc |
50 |
UNCH |
$8 | AME | 50 | UNCH | $8 | Ishares Russell (IWD) |
51 |
UNCH |
$8 | IWD | 51 | UNCH | $8 | Vanguard Mid Cap Value (VOE) |
58 |
-7 |
$8 | VOE | 58 | -7 | $8 | Amphenol Corp Cl A |
75 |
UNCH |
$7 | APH | 75 | UNCH | $7 | Cummins Inc |
30 |
UNCH |
$7 | CMI | 30 | UNCH | $7 | Cheniere Energy Inc |
145 |
UNCH |
$7 | CQP | 145 | UNCH | $7 | Disney Walt Co |
83 |
UNCH |
$7 | DIS | 83 | UNCH | $7 | D X C Technology Com |
287 |
UNCH |
$7 | DXC | 287 | UNCH | $7 | Fiserv Inc |
50 |
+50 |
$7 | FI | 50 | +50 | $7 | Fubotv Inc |
2,350 |
UNCH |
$7 | FUBO | 2,350 | UNCH | $7 | Illinois Tool Works Inc |
25 |
UNCH |
$7 | ITW | 25 | UNCH | $7 | Mc Donalds Corp |
25 |
UNCH |
$7 | MCD | 25 | UNCH | $7 | Republic Services |
45 |
UNCH |
$7 | RSG | 45 | UNCH | $7 | Travelers Companies |
35 |
UNCH |
$7 | TRV | 35 | UNCH | $7 | U S Bancorp Del New |
165 |
UNCH |
$7 | USB | 165 | UNCH | $7 | Visa Inc Cl A |
27 |
UNCH |
$7 | V | 27 | UNCH | $7 | Aptargroup Inc |
50 |
UNCH |
$6 | ATR | 50 | UNCH | $6 | Sales Force.com INC |
24 |
-5 |
$6 | CRM | 24 | -5 | $6 | Danaher Corp Del |
25 |
UNCH |
$6 | DHR | 25 | UNCH | $6 | Enbridge Inc |
177 |
UNCH |
$6 | ENB | 177 | UNCH | $6 | Pinterest Inc |
150 |
-10 |
$6 | PINS | 150 | -10 | $6 | Stryker Corp |
20 |
UNCH |
$6 | SYK | 20 | UNCH | $6 | Verisk Analytics Inc Cla |
25 |
UNCH |
$6 | VRSK | 25 | UNCH | $6 | Xylem Inc |
50 |
UNCH |
$6 | XYL | 50 | UNCH | $6 | Accenture Ltd Cl A |
15 |
UNCH |
$5 | COM | 15 | UNCH | $5 | Amgen Incorporated |
18 |
UNCH |
$5 | AMGN | 18 | UNCH | $5 | Bp Plc Adr |
150 |
-737 |
$5 | BP | 150 | -737 | $5 | Boston Scientific Co |
79 |
UNCH |
$5 | BSX | 79 | UNCH | $5 | Cognex Corp |
121 |
UNCH |
$5 | CGNX | 121 | UNCH | $5 | Chipotle Mexican Grl |
2 |
UNCH |
$5 | CMG | 2 | UNCH | $5 | Dexcom Inc |
44 |
UNCH |
$5 | DXCM | 44 | UNCH | $5 | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) |
49 |
+49 |
$5 | GRID | 49 | +49 | $5 | Honeywell International |
23 |
UNCH |
$5 | HON | 23 | UNCH | $5 | Linde Plc |
11 |
+4 |
$5 | LIN | 11 | +4 | $5 | Morgan Stanley |
56 |
UNCH |
$5 | MS | 56 | UNCH | $5 | Thermo Fisher Scientific |
10 |
UNCH |
$5 | TMO | 10 | UNCH | $5 | Canadian Pac Railway |
45 |
UNCH |
$4 | COM | 45 | UNCH | $4 | Indie Semiconductor Inc |
540 |
UNCH |
$4 | INDI | 540 | UNCH | $4 | Lululemon Athletica |
7 |
UNCH |
$4 | LULU | 7 | UNCH | $4 | Service Now Inc |
5 |
UNCH |
$4 | NOW | 5 | UNCH | $4 | Procter & Gamble |
25 |
UNCH |
$4 | PG | 25 | UNCH | $4 | Psychemedics Corp |
1,400 |
UNCH |
$4 | PMD | 1,400 | UNCH | $4 | Rocket Laboratory Usa In |
770 |
UNCH |
$4 | RKLB | 770 | UNCH | $4 | Ishares Tr Barclays Tips (TIP) |
39 |
+39 |
$4 | TIP | 39 | +39 | $4 | Baker Hughes Company Com CL A |
100 |
UNCH |
$3 | BKR | 100 | UNCH | $3 | Centene Corp |
47 |
UNCH |
$3 | CNC | 47 | UNCH | $3 | Ford Motor Company New |
228 |
+3 |
$3 | F | 228 | +3 | $3 | GE HealthCare Technologies Inc Common Stock |
41 |
UNCH |
$3 | GEHC | 41 | UNCH | $3 | iShares Russell 1000 ETF (IWB) |
13 |
UNCH |
$3 | IWB | 13 | UNCH | $3 | Netflix Inc |
6 |
UNCH |
$3 | NFLX | 6 | UNCH | $3 | NIO INC ADR |
340 |
UNCH |
$3 | NIO | 340 | UNCH | $3 | Pool Corp |
8 |
UNCH |
$3 | POOL | 8 | UNCH | $3 | Retail Opportunity Investment Corp |
200 |
UNCH |
$3 | ROIC | 200 | UNCH | $3 | Vanguard Small Cap Etf (VB) |
12 |
UNCH |
$3 | VB | 12 | UNCH | $3 | Albemarle Corp |
12 |
UNCH |
$2 | ALB | 12 | UNCH | $2 | Ast Spacemobile Inc |
400 |
UNCH |
$2 | ASTS | 400 | UNCH | $2 | Aurinia Pharmaceutic |
200 |
UNCH |
$2 | AUPH | 200 | UNCH | $2 | Blackline Inc |
25 |
UNCH |
$2 | BL | 25 | UNCH | $2 | Denali Therapeutics I N |
100 |
UNCH |
$2 | DNLI | 100 | UNCH | $2 | Duke Energy Corp New |
24 |
UNCH |
$2 | COM | 24 | UNCH | $2 | Estee Lauder Co Inc |
12 |
UNCH |
$2 | EL | 12 | UNCH | $2 | Fortune Brands Innovatio |
29 |
UNCH |
$2 | FBIN | 29 | UNCH | $2 | Defiance Next Gen |
66 |
UNCH |
$2 | FIVG | 66 | UNCH | $2 | Infineon Tech Ag |
50 |
UNCH |
$2 | COM | 50 | UNCH | $2 | Kb Finl Group Inc |
40 |
UNCH |
$2 | KB | 40 | UNCH | $2 | Norwegian Cruise Lin |
100 |
UNCH |
$2 | NCLH | 100 | UNCH | $2 | Spirit Airlines Inc COM |
100 |
UNCH |
$2 | SAVE | 100 | UNCH | $2 | Snowflake Inc |
11 |
UNCH |
$2 | SNOW | 11 | UNCH | $2 | Constellation Brand Cl A |
10 |
UNCH |
$2 | STZ | 10 | UNCH | $2 | Trimble Navigation Ltd |
34 |
UNCH |
$2 | TRMB | 34 | UNCH | $2 | Take Two Interactv |
12 |
UNCH |
$2 | TTWO | 12 | UNCH | $2 | WisdomTree Bloomberg US Dllr Bullish ETF (USDU) |
60 |
UNCH |
$2 | USDU | 60 | UNCH | $2 | United States Oil Fund (USO) |
30 |
UNCH |
$2 | USO | 30 | UNCH | $2 | Weatherford Intl |
17 |
UNCH |
$2 | WFRD | 17 | UNCH | $2 | Xpo Logistics Inc |
23 |
UNCH |
$2 | XPO | 23 | UNCH | $2 | A G C O Corp |
11 |
UNCH |
$1 | AGCO | 11 | UNCH | $1 | Annaly Capital Mgmt |
30 |
UNCH |
$1 | COM | 30 | UNCH | $1 | Atrion Corp |
2 |
+1 |
$1 | ATRI | 2 | +1 | $1 | Bloom Energy Corp |
55 |
UNCH |
$1 | BE | 55 | UNCH | $1 | Bakkt Hldgs Inc |
610 |
+200 |
$1 | BKKT | 610 | +200 | $1 | Chargepoint Hldgs Inc |
500 |
UNCH |
$1 | CHPT | 500 | UNCH | $1 | Gxo Logistics Inc |
23 |
UNCH |
$1 | GXO | 23 | UNCH | $1 | Ishares Core Msci (IEMG) |
25 |
UNCH |
$1 | IEMG | 25 | UNCH | $1 | Ishares S&P Mid Cap (IJK) |
8 |
UNCH |
$1 | IJK | 8 | UNCH | $1 | Intel Corp |
19 |
UNCH |
$1 | INTC | 19 | UNCH | $1 | iShares Russell Mid Cap (IWP) |
9 |
-45 |
$1 | IWP | 9 | -45 | $1 | Intuitive Machs Inc |
320 |
+200 |
$1 | LUNR | 320 | +200 | $1 | Plug Power Inc New |
135 |
+100 |
$1 | PLUG | 135 | +100 | $1 | Relay Therapeutics Inc |
100 |
UNCH |
$1 | RLAY | 100 | UNCH | $1 | Rxo Inc |
23 |
UNCH |
$1 | RXO | 23 | UNCH | $1 | Ishares Tr Barclays Bond (SHY) |
12 |
-105 |
$1 | SHY | 12 | -105 | $1 | Ishares Tr Barclays Bond (TLT) |
9 |
-27 |
$1 | TLT | 9 | -27 | $1 | GLOBAL X FDS GLOBAL X URANIUM ETF (URA) |
50 |
UNCH |
$1 | URA | 50 | UNCH | $1 | Village Farms Intl |
700 |
UNCH |
$1 | VFF | 700 | UNCH | $1 | Veralto Corp |
8 |
+8 |
$1 | VLTO | 8 | +8 | $1 | Vanguard Mid Cap ETF (VO) |
5 |
-40 |
$1 | VO | 5 | -40 | $1 | Verizon Communications |
26 |
UNCH |
$1 | VZ | 26 | UNCH | $1 | Westlake Chemical Corp |
5 |
UNCH |
$1 | WLK | 5 | UNCH | $1 | Spdr S&P Biotech ETF (XBI) |
10 |
UNCH |
$1 | XBI | 10 | UNCH | $1 | Zions Bancorp |
19 |
+6 |
$1 | ZION | 19 | +6 | $1 | Zk Intl Group Co Ltd |
1,000 |
UNCH |
$1 | ZKIN | 1,000 | UNCH | $1 | Aeva Technologies Inc |
50 |
UNCH |
<$1 | AEVA | 50 | UNCH | $0 | Airgain Incorporarated |
100 |
UNCH |
<$1 | AIRG | 100 | UNCH | $0 | Ark Genomic Revolution |
10 |
UNCH |
<$1 | ARKG | 10 | UNCH | $0 | Atif Holdings Ltd |
130 |
UNCH |
<$1 | ATIF | 130 | UNCH | $0 | Azure Pwr Global Ltd |
100 |
+100 |
<$1 | COM | 100 | +100 | $0 | Calamp Corp |
28 |
UNCH |
<$1 | CAMP | 28 | UNCH | $0 | Cytosorbents Corpora |
250 |
UNCH |
<$1 | CTSO | 250 | UNCH | $0 | Draganfly Inc |
300 |
UNCH |
<$1 | DPRO | 300 | UNCH | $0 | STRATEGY SHARES NS 7HANDL IDX ETF (HNDL) |
0 |
-7,453 |
$0 | HNDL | 0 | -7,453 | $0 | Kyndryl Hldgs Inc |
3 |
UNCH |
<$1 | KD | 3 | UNCH | $0 | Keurig Dr Pepper Inc |
1 |
+1 |
<$1 | KDP | 1 | +1 | $0 | Lowes Companies Inc |
0 |
UNCH |
$0 | LOW | 0 | UNCH | $0 | Masterbrand Inc |
29 |
UNCH |
<$1 | MBC | 29 | UNCH | $0 | Medifast Inc |
7 |
UNCH |
<$1 | MED | 7 | UNCH | $0 | Nautilus Biotechnology |
150 |
UNCH |
<$1 | NAUT | 150 | UNCH | $0 | Nuvve Hldg Corp |
100 |
UNCH |
<$1 | NVVE | 100 | UNCH | $0 | Rivian Automotive Inc |
17 |
UNCH |
<$1 | RIVN | 17 | UNCH | $0 | Schwab US Small Cap ETF (SCHA) |
1 |
-174 |
<$1 | SCHA | 1 | -174 | $0 | Schwab International Equity ETF (SCHF) |
2 |
-122 |
<$1 | SCHF | 2 | -122 | $0 | Shapeways Holdings Inc |
75 |
+75 |
<$1 | COM | 75 | +75 | $0 | Sonos Inc |
20 |
UNCH |
<$1 | SONO | 20 | UNCH | $0 | Virgin Galactic Hldgs In |
180 |
UNCH |
<$1 | SPCE | 180 | UNCH | $0 | SPDR Portfolio Developed World ex US ETF (SPDW) |
1 |
UNCH |
<$1 | SPDW | 1 | UNCH | $0 | SPDR Portfolio Large Cap ETF (SPLG) |
1 |
-215 |
<$1 | SPLG | 1 | -215 | $0 | SPDR Series Trust Portfolio Small Cap ETF (SPSM) |
1 |
UNCH |
<$1 | SPSM | 1 | UNCH | $0 | Viatris Inc |
6 |
UNCH |
<$1 | VTRS | 6 | UNCH | $0 | Yunji Inc |
50 |
+50 |
$0 | COM | 50 | +50 | $0 | Acres Coml Rlty Corp |
|
|
$0 (exited) | ACR | 0 | -8 | $0 | Arista Networks Inc |
|
|
$0 (exited) | ANET | 0 | -40 | $0 | Appian Corp 00500 |
|
|
$0 (exited) | APPN | 0 | -5 | $0 | Axos Finl Inc |
|
|
$0 (exited) | AX | 0 | -10 | $0 | Azure Pwr Global Ltd |
|
|
$0 (exited) | AZRE | 0 | -100 | $0 | Boeing Co |
|
|
$0 (exited) | BA | 0 | -52 | $0 | Vanguard Long Term Bond |
|
|
$0 (exited) | BLV | 0 | -38 | $0 | Camping World Holdings I |
|
|
$0 (exited) | CWH | 0 | -10 | $0 | Dimensional U S Core |
|
|
$0 (exited) | DFAC | 0 | -22,327 | $0 | Ishares Core Dividend |
|
|
$0 (exited) | DGRO | 0 | -283 | $0 | Docusign Inc |
|
|
$0 (exited) | DOCU | 0 | -5 | $0 | Electronic Arts Inc |
|
|
$0 (exited) | EA | 0 | -5 | $0 | Emagin Corp |
|
|
$0 (exited) | EMAN | 0 | -650 | $0 | iShares JPM USD Emerging Market Bond ETF |
|
|
$0 (exited) | EMB | 0 | -1 | $0 | Ishares Esg Aware Msci |
|
|
$0 (exited) | ESGE | 0 | -111 | $0 | Etsy Inc |
|
|
$0 (exited) | ETSY | 0 | -5 | $0 | Fiserv Inc |
|
|
$0 (exited) | FISV | 0 | -50 | $0 | EA SERIES TRUST FREEDOM 100 EM ETF |
|
|
$0 (exited) | FRDM | 0 | -344 | $0 | Fastly Inc |
|
|
$0 (exited) | FSLY | 0 | -5 | $0 | DBX ETF TRUST XTRACK INTL REAL ETF |
|
|
$0 (exited) | HAUZ | 0 | -50 | $0 | Fsd Pharma Inc Fsd Pha |
|
|
$0 (exited) | HUGE | 0 | -10 | $0 | ISHARES TRUST CORE INTL AGGR E TF |
|
|
$0 (exited) | IAGG | 0 | -1,385 | $0 | Ishares Core Msci Eafe |
|
|
$0 (exited) | IEFA | 0 | -8 | $0 | iShares Global Infrastructure ETF |
|
|
$0 (exited) | IGF | 0 | -247 | $0 | iShares Russell 1000 Growth ETF |
|
|
$0 (exited) | IWF | 0 | -50 | $0 | JP MORGAN ETF TRUST ULTRA SHRT MUNICIPAL INC ETF |
|
|
$0 (exited) | JMST | 0 | -474 | $0 | Lemonade Inc |
|
|
$0 (exited) | LMND | 0 | -5 | $0 | Lockheed Martin Corp |
|
|
$0 (exited) | LMT | 0 | -37 | $0 | Southwest Airlines |
|
|
$0 (exited) | LUV | 0 | -500 | $0 | Midcap Financiall Investment C |
|
|
$0 (exited) | MFIC | 0 | -33 | $0 | Ishares National Muni |
|
|
$0 (exited) | MUB | 0 | -18 | $0 | Nextera Energy Inc |
|
|
$0 (exited) | NEE | 0 | -10 | $0 | Oncorus Inc |
|
|
$0 (exited) | ONCR | 0 | -100 | $0 | Orchid Island Cap |
|
|
$0 (exited) | ORC | 0 | -20 | $0 | Peloton Interactive Inc |
|
|
$0 (exited) | PTON | 0 | -5 | $0 | Ready Cap Corp |
|
|
$0 (exited) | RC | 0 | -16 | $0 | Redfin Corp |
|
|
$0 (exited) | RDFN | 0 | -5 | $0 | Roku Inc Com CL A |
|
|
$0 (exited) | ROKU | 0 | -5 | $0 | Schwab Internatnal Small |
|
|
$0 (exited) | SCHC | 0 | -87 | $0 | SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF |
|
|
$0 (exited) | COM | 0 | -129 | $0 | SCHH | 0 | -100 | $0 | Sculptor Cap Mgmt |
|
|
$0 (exited) | SCU | 0 | -170 | $0 | Shapeways Holdings Inc |
|
|
$0 (exited) | SHPW | 0 | -75 | $0 | Invesco S&P 500 Quality |
|
|
$0 (exited) | SPHQ | 0 | -1 | $0 | Staar Surgical Co |
|
|
$0 (exited) | STAA | 0 | -5 | $0 | iShares MSCI USA ESG Select ETF |
|
|
$0 (exited) | SUSA | 0 | -34 | $0 | Southwestern Energy Co |
|
|
$0 (exited) | SWN | 0 | -369 | $0 | A T & T Inc New |
|
|
$0 (exited) | T | 0 | -1,532 | $0 | RBB FUND INC US TREASURY 3 MON TH BILL ETF |
|
|
$0 (exited) | TBIL | 0 | -3,231 | $0 | Teladoc Inc |
|
|
$0 (exited) | TDOC | 0 | -5 | $0 | Spdr Nuveen Bloomberg |
|
|
$0 (exited) | TFI | 0 | -9 | $0 | Tuttle Capital Short Innovation ETF |
|
|
$0 (exited) | COM | 0 | -90 | $0 | Twilio Inc |
|
|
$0 (exited) | TWLO | 0 | -5 | $0 | Upstart Hldgs Inc |
|
|
$0 (exited) | UPST | 0 | -5 | $0 | Upwork Inc |
|
|
$0 (exited) | UPWK | 0 | -10 | $0 | ProShares Ultra VIX Short Term Futures |
|
|
$0 (exited) | UVXY | 0 | -10 | $0 | Vanguard Small Cap Value |
|
|
$0 (exited) | VBR | 0 | -5 | $0 | Vanguard Consumer Staples |
|
|
$0 (exited) | VDC | 0 | -10 | $0 | Vanguard Energy Etf |
|
|
$0 (exited) | VDE | 0 | -16 | $0 | Vanguard Information |
|
|
$0 (exited) | VGT | 0 | -6 | $0 | Vanguard Industrials |
|
|
$0 (exited) | VIS | 0 | -10 | $0 | Vmware Inc Xxx |
|
|
$0 (exited) | COM | 0 | -88 | $0 | Vanguard Intl Eqty Etf |
|
|
$0 (exited) | VNQI | 0 | -7 | $0 | Vanguard S&P 500 ETF SHS |
|
|
$0 (exited) | VOO | 0 | -48 | $0 | VANGUARD UTILITIES ETF |
|
|
$0 (exited) | VPU | 0 | -13 | $0 | VANGUARD TAX EXEMPT BD ETF |
|
|
$0 (exited) | VTEB | 0 | -34 | $0 | Vanguard Shrt Inf Prot |
|
|
$0 (exited) | VTIP | 0 | -1 | $0 | Vanguard Msci Emerging |
|
|
$0 (exited) | VWO | 0 | -205 | $0 | Vanguard Emerging Mkt |
|
|
$0 (exited) | VWOB | 0 | -3 | $0 | Warner Brothers Discover |
|
|
$0 (exited) | WBD | 0 | -370 | $0 | Weatherford Intl 23 Wt |
|
|
$0 (exited) | COM | 0 | -192 | $0 | Wells Fargo & Co New |
|
|
$0 (exited) | WFC | 0 | -73 | $0 | Yunji Inc |
0 |
-50 |
$0 (exited) | YJ | 0 | -50 | $0 |
See Summary: Your Advocates Ltd. LLP Top Holdings
See Details: Top 10 Stocks Held By Your Advocates Ltd. LLP
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