Strategic Advocates LLC Top Holdings and 13F Report (2025) About Strategic Advocates LLCInvestment ActivityStrategic Advocates LLC has $287.76 million in total holdings as of March 31, 2025.Strategic Advocates LLC owns shares of 113 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 14.15% of the portfolio was purchased this quarter.About 11.38% of the portfolio was sold this quarter.This quarter, Strategic Advocates LLC has purchased 110 new stocks and bought additional shares in 44 stocks.Strategic Advocates LLC sold shares of 41 stocks and completely divested from 19 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $26,457,630Invesco QQQ $25,064,237SPDR S&P Kensho New Economies Composite ETF $24,941,931Invesco S&P 500 Pure Value ETF $23,949,086SPDR Portfolio Long Term Corporate Bond ETF $18,721,313 Largest New Holdings this Quarter 743315103 - Progressive $2,162,196 Holding101137107 - Boston Scientific $2,006,806 Holding11135F101 - Broadcom $1,782,780 Holding16411R208 - CHENIERE ENERGY INC COM NEW $1,112,813 Holding443201108 - Howmet Aerospace $1,097,130 Holding Largest Purchases this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF 124,070 shares (about $6.50M)Progressive 7,640 shares (about $2.16M)Boston Scientific 19,893 shares (about $2.01M)Broadcom 10,648 shares (about $1.78M)ARISTA NETWORKS INC COM SHS 22,793 shares (about $1.77M) Largest Sales this Quarter PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 53,013 shares (about $4.97M)PALANTIR TECHNOLOGIES INC CL A 31,379 shares (about $2.65M)NVIDIA 18,437 shares (about $2.00M)Netflix 1,323 shares (about $1.23M)Amazon.com 5,349 shares (about $1.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Advocates LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBIVVanguard Intermediate-Term Bond ETF$26,457,630$591,657 ▲2.3%345,5359.2%ETFQQQInvesco QQQ$25,064,237$1,520,707 ▲6.5%53,4518.7%FinanceKOMPSPDR S&P Kensho New Economies Composite ETF$24,941,931$978,103 ▲4.1%536,5018.7%ETFRPVInvesco S&P 500 Pure Value ETF$23,949,086$591,778 ▲2.5%259,3308.3%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$18,721,313$1,651,920 ▲9.7%829,4786.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$16,014,122$949,601 ▲6.3%296,7235.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$15,986,466$6,497,546 ▲68.5%305,2605.6%ManufacturingVIOGVanguard S&P Small-Cap 600 Growth ETF$14,989,430$1,311,849 ▲9.6%140,2455.2%ETFNVDANVIDIA$9,344,223$1,998,207 ▼-17.6%86,2173.2%Computer and TechnologyAAPLApple$7,697,957$896,077 ▼-10.4%34,6552.7%Computer and TechnologyHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$4,672,609$4,965,203 ▼-51.5%49,8891.6%ETFAMZNAmazon.com$4,136,290$1,017,710 ▼-19.7%21,7401.4%Retail/WholesaleMETAMeta Platforms$3,965,967$782,127 ▼-16.5%6,8811.4%Computer and TechnologyMSFTMicrosoft$3,670,561$1,298,849 ▲54.8%9,7781.3%Computer and TechnologyTSLATesla$3,646,547$488,504 ▲15.5%14,0711.3%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC CL A$3,561,849$2,648,388 ▼-42.6%42,2021.2%StockISRGIntuitive Surgical$3,411,420$448,219 ▼-11.6%6,8881.2%MedicalGOOGLAlphabet$2,668,459$964,796 ▼-26.6%17,2560.9%Computer and TechnologyNFLXNetflix$2,573,783$1,233,737 ▼-32.4%2,7600.9%Consumer DiscretionaryGEGE Aerospace$2,408,670$680,328 ▼-22.0%12,0340.8%IndustrialsMSTRStrategy$2,263,784$116,173 ▲5.4%7,8530.8%Computer and TechnologyCMGChipotle Mexican Grill$2,262,412$28,770 ▲1.3%45,0590.8%Retail/WholesaleNOWServiceNow$2,237,950$292,980 ▼-11.6%2,8110.8%Computer and TechnologyPGRProgressive$2,162,196$2,162,196 ▲New Holding7,6400.8%FinancePANWPalo Alto Networks$2,141,191$262,274 ▲14.0%12,5480.7%Computer and TechnologyBSXBoston Scientific$2,006,806$2,006,806 ▲New Holding19,8930.7%MedicalARISTA NETWORKS INC COM SHS$1,946,995$1,766,002 ▲975.7%25,1290.7%StockSCHGSchwab U.S. Large-Cap Growth ETF$1,908,014$37,935 ▼-1.9%76,1990.7%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,833,045$11,705 ▼-0.6%23,9610.6%ETFAVGOBroadcom$1,782,780$1,782,780 ▲New Holding10,6480.6%Computer and TechnologyVUGVanguard Growth ETF$1,732,533$24,846 ▼-1.4%4,6720.6%ETFIWPiShares Russell Mid-Cap Growth ETF$1,614,897$51,461 ▼-3.1%13,7450.6%ETFIDRViShares Self-Driving EV and Tech ETF$1,303,833$315,889 ▲32.0%44,6060.5%ETFARKQARK Autonomous Technology & Robotics ETF$1,221,238$190,895 ▲18.5%18,4310.4%ETFTHNQROBO Global Artificial Intelligence ETF$1,206,033$191,742 ▲18.9%27,2540.4%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$1,180,919$348,749 ▲41.9%41,4940.4%ManufacturingIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,162,172$285,189 ▲32.5%36,9530.4%ManufacturingCHENIERE ENERGY INC COM NEW$1,112,813$1,112,813 ▲New Holding4,8090.4%StockBRK.BBerkshire Hathaway$1,103,5060.0%2,0720.4%FinanceHWMHowmet Aerospace$1,097,130$1,097,130 ▲New Holding8,4570.4%AerospaceDBXDropbox$1,078,096$113,891 ▼-9.6%40,3630.4%Computer and TechnologyIONQIonQ$1,076,464$620,564 ▲136.1%48,7750.4%Computer and TechnologyNTAPNetApp$1,067,350$356,896 ▼-25.1%12,1510.4%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,020,694$49,262 ▼-4.6%7,9150.4%ETFDDOGDatadog$1,012,736$35,517 ▲3.6%10,2080.4%Computer and TechnologyGWWW.W. Grainger$1,005,623$1,005,623 ▲New Holding1,0180.3%IndustrialsAXONAxon Enterprise$995,097$995,097 ▲New Holding1,8920.3%AerospaceKIOKKR Income Opportunities Fund$946,760$946,760 ▲New Holding77,0350.3%Financial ServicesTTDTrade Desk$940,856$275,078 ▲41.3%17,1940.3%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$927,639$38,762 ▼-4.0%11,1760.3%ETFTYGTortoise Energy Infrastructure$913,908$913,908 ▲New Holding21,2290.3%FinanceVVRInvesco Senior Income Trust$871,474$871,474 ▲New Holding232,3930.3%Financial ServicesLGILazard Global Total Return and Income Fund$866,689$866,689 ▲New Holding56,2420.3%Financial ServicesAIOVirtus Artificial Intelligence & Technology Opportunities Fund$866,460$866,460 ▲New Holding42,0000.3%MiscellaneousSOFISoFi Technologies$842,966$2,442 ▲0.3%72,4820.3%FinanceFLCFlaherty & Crumrine Total Return Fund$835,275$835,275 ▲New Holding49,7780.3%Financial ServicesDFPFlaherty & Crumrine Dynamic Preferred and Income Fund$821,056$821,056 ▲New Holding40,5660.3%Financial ServicesAXPAmerican Express$812,531$326,358 ▲67.1%3,0200.3%FinanceETGEaton Vance Tax-Advantaged Global Dividend Income Fund$806,308$806,308 ▲New Holding44,2540.3%Financial ServicesAPPLOVIN CORP COM CL A$692,897$424,747 ▼-38.0%2,6150.2%StockEMEEMCOR Group$673,857$46,945 ▼-6.5%1,8230.2%ConstructionPATHUiPath$619,967$480,412 ▼-43.7%60,1910.2%Business ServicesETHEGrayscale Ethereum Trust (ETH)$613,792$6,103 ▲1.0%40,3280.2%MiscellaneousFCXFreeport-McMoRan$575,168$145,647 ▲33.9%15,1920.2%Basic MaterialsJPMJPMorgan Chase & Co.$558,548$86,591 ▼-13.4%2,2770.2%FinanceAMDAdvanced Micro Devices$529,522$337,604 ▲175.9%5,1540.2%Computer and TechnologySCCOSouthern Copper$497,861$56,263 ▲12.7%5,3270.2%Basic MaterialsCMECME Group$490,787$94,974 ▼-16.2%1,8500.2%FinanceAMATApplied Materials$481,555$86,210 ▼-15.2%3,3180.2%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$464,299$7,196 ▼-1.5%8,0650.2%ETFQCOMQUALCOMM$460,062$65,899 ▲16.7%2,9950.2%Computer and TechnologyIBMInternational Business Machines$459,772$68,630 ▼-13.0%1,8490.2%Computer and TechnologySPGSimon Property Group$450,168$5,480 ▼-1.2%2,7110.2%FinanceCVXChevron$449,696$50,524 ▲12.7%2,6880.2%EnergyOKEONEOK$449,169$20,836 ▼-4.4%4,5270.2%EnergyPGProcter & Gamble$434,254$46,186 ▲11.9%2,5480.2%Consumer StaplesCSCOCisco Systems$426,627$164,220 ▼-27.8%6,9130.1%Computer and TechnologyGLDSPDR Gold Shares$420,684$173,172 ▲70.0%1,4600.1%FinanceINTCIntel$416,456$416,456 ▲New Holding18,3380.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$408,638$20,858 ▼-4.9%14,6150.1%ETFKOCoca-Cola$396,968$36,739 ▼-8.5%5,5430.1%Consumer StaplesDELLDell Technologies$388,481$93,976 ▲31.9%4,2620.1%Computer and TechnologySUNSunoco$385,258$44,935 ▼-10.4%6,6360.1%EnergyMAMastercard$377,655$10,962 ▲3.0%6890.1%Business ServicesBACBank of America$364,011$31,339 ▼-7.9%8,7230.1%FinanceIBNDSPDR Bloomberg International Corporate Bond ETF$357,212$19,051 ▼-5.1%12,1130.1%ETFTMFCMotley Fool 100 Index ETF$333,017$133,162 ▼-28.6%5,9870.1%ETFGOOGAlphabet$289,268$9,059 ▲3.2%1,8520.1%Computer and TechnologyCLHClean Harbors$272,195$197 ▲0.1%1,3810.1%Business ServicesGRAYSCALE ETHEREUM MINI TRUST ETF$263,414$263,414 ▲New Holding15,2970.1%ETFBABoeing$252,926$2,047 ▼-0.8%1,4830.1%AerospaceUNPUnion Pacific$242,3820.0%1,0260.1%TransportationMUCBlackRock MuniHoldings California Quality Fund$242,2710.0%22,6210.1%FinanceETEnergy Transfer$238,608$37,831 ▲18.8%12,8350.1%EnergyOXYOccidental Petroleum$233,588$22,658 ▲10.7%4,7320.1%EnergyFSCOFS Credit Opportunities$233,4750.0%33,1170.1%Financial ServicesSPYSPDR S&P 500 ETF Trust$226,367$18,445 ▲8.9%4050.1%FinanceADBEAdobe$224,749$224,749 ▲New Holding5860.1%Computer and TechnologyDUOLINGO INC CL A COM$222,657$54,344 ▼-19.6%7170.1%StockDVADaVita$221,042$1,224 ▲0.6%1,4450.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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