Strategic Advocates LLC Top Holdings and 13F Report (2025) About Strategic Advocates LLCInvestment ActivityStrategic Advocates LLC has $336.78 million in total holdings as of June 30, 2025.Strategic Advocates LLC owns shares of 126 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 4.29% of the portfolio was purchased this quarter.About 0.88% of the portfolio was sold this quarter.This quarter, Strategic Advocates LLC has purchased 113 new stocks and bought additional shares in 68 stocks.Strategic Advocates LLC sold shares of 29 stocks and completely divested from 5 stocks this quarter.Largest Holdings Invesco QQQ $30,090,794SPDR S&P Kensho New Economies Composite ETF $29,965,730Vanguard Intermediate-Term Bond ETF $26,772,757Invesco S&P 500 Pure Value ETF $24,742,840SPDR Portfolio Long Term Corporate Bond ETF $19,090,163 Largest New Holdings this Quarter 92204A207 - Vanguard Consumer Staples ETF $599,622 Holding316092824 - Fidelity Low Volatility Factor ETF $488,521 Holding464287762 - iShares U.S. Healthcare ETF $379,772 Holding92204A306 - Vanguard Energy ETF $311,261 Holding573874104 - Marvell Technology $306,217 Holding Largest Purchases this Quarter SPDR S&P Kensho New Economies Composite ETF 14,542 shares (about $790.79K)Invesco QQQ 1,097 shares (about $605.15K)NVIDIA 3,830 shares (about $605.10K)Vanguard Consumer Staples ETF 2,738 shares (about $599.62K)iShares 1-5 Year Investment Grade Corporate Bond ETF 10,143 shares (about $535.14K) Largest Sales this Quarter Chipotle Mexican Grill 12,003 shares (about $673.97K)PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 5,445 shares (about $517.33K)Dropbox 3,091 shares (about $88.40K)CHENIERE ENERGY INC COM NEW 288 shares (about $70.14K)W.W. Grainger 61 shares (about $63.46K) 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 PortfolioSectorQQQInvesco QQQ$30,090,794$605,148 ▲2.1%54,5488.9%FinanceKOMPSPDR S&P Kensho New Economies Composite ETF$29,965,730$790,794 ▲2.7%551,0438.9%ETFBIVVanguard Intermediate-Term Bond ETF$26,772,757$49,111 ▲0.2%346,1707.9%ETFRPVInvesco S&P 500 Pure Value ETF$24,742,840$428,015 ▲1.8%263,8957.3%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$19,090,163$368,839 ▲2.0%845,8205.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$17,950,801$138,489 ▲0.8%299,0305.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$16,640,662$535,145 ▲3.3%315,4034.9%ManufacturingVIOGVanguard S&P Small-Cap 600 Growth ETF$16,403,588$355,306 ▲2.2%143,3504.9%ETFNVDANVIDIA$14,226,587$605,104 ▲4.4%90,0474.2%Computer and TechnologyAAPLApple$7,431,618$321,499 ▲4.5%36,2222.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$5,789,783$36,806 ▲0.6%42,4721.7%StockMETAMeta Platforms$5,202,864$124,001 ▲2.4%7,0491.5%Computer and TechnologyMSFTMicrosoft$5,087,594$223,838 ▲4.6%10,2281.5%Computer and TechnologyAMZNAmazon.com$5,034,166$264,587 ▲5.5%22,9461.5%Retail/WholesaleTSLATesla$4,450,620$19,059 ▼-0.4%14,0111.3%Auto/Tires/TrucksHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$4,222,664$517,334 ▼-10.9%44,4441.3%ETFNFLXNetflix$3,843,303$147,304 ▲4.0%2,8701.1%Consumer DiscretionaryISRGIntuitive Surgical$3,841,909$98,901 ▲2.6%7,0701.1%MedicalGEGE Aerospace$3,339,229$241,697 ▲7.8%12,9731.0%AerospaceMSTRMicroStrategy$3,231,415$56,996 ▲1.8%7,9941.0%Computer and TechnologyAVGOBroadcom$3,136,944$201,779 ▲6.9%11,3800.9%Computer and TechnologyNOWServiceNow$3,049,285$159,352 ▲5.5%2,9660.9%Computer and TechnologyGOOGLAlphabet$3,044,428$3,348 ▲0.1%17,2750.9%Computer and TechnologyPANWPalo Alto Networks$2,722,121$154,299 ▲6.0%13,3020.8%Computer and TechnologyARISTA NETWORKS INC COM SHS$2,721,037$150,089 ▲5.8%26,5960.8%StockBSXBoston Scientific$2,299,648$162,941 ▲7.6%21,4100.7%MedicalPGRProgressive$2,227,217$188,403 ▲9.2%8,3460.7%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$2,205,632$20,155 ▼-0.9%75,5090.7%ETFIONQIonQ$2,077,771$18,090 ▼-0.9%48,3540.6%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$2,050,113$51,791 ▲2.6%24,5820.6%ETFVUGVanguard Growth ETF$2,048,2770.0%4,6720.6%ETFIWPiShares Russell Mid-Cap Growth ETF$1,893,533$12,620 ▼-0.7%13,6540.6%ETFCMGChipotle Mexican Grill$1,856,094$673,968 ▼-26.6%33,0560.6%Retail/WholesaleARKQARK Autonomous Technology & Robotics ETF$1,704,306$60,814 ▲3.7%19,1130.5%ETFHWMHowmet Aerospace$1,609,316$35,179 ▲2.2%8,6460.5%AerospaceIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,600,271$85,198 ▲5.6%39,0310.5%ManufacturingTHNQROBO Global Artificial Intelligence ETF$1,585,870$86,900 ▲5.8%28,8340.5%ETFAXONAxon Enterprise$1,518,442$48,021 ▼-3.1%1,8340.5%AerospaceAXPAmerican Express$1,391,391$428,071 ▲44.4%4,3620.4%FinanceIDRViShares Self-Driving EV and Tech ETF$1,323,987$40,060 ▼-2.9%43,2960.4%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$1,322,129$32,650 ▼-2.4%40,4940.4%ManufacturingSOFISoFi Technologies$1,319,8970.0%72,4820.4%FinanceDDOGDatadog$1,317,643$53,598 ▼-3.9%9,8090.4%Computer and TechnologyNTAPNetApp$1,289,399$5,328 ▼-0.4%12,1010.4%Computer and TechnologyBRK.BBerkshire Hathaway$1,256,687$250,172 ▲24.9%2,5870.4%FinanceTTDTrade Desk$1,236,932$864 ▼-0.1%17,1820.4%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,216,695$161,568 ▲15.3%9,1270.4%ETFAIOVirtus Artificial Intelligence & Technology Opportunities Fund$1,127,442$85,008 ▲8.2%45,4250.3%MiscellaneousCHENIERE ENERGY INC COM NEW$1,101,046$70,140 ▼-6.0%4,5210.3%StockDBXDropbox$1,065,979$88,403 ▼-7.7%37,2720.3%Computer and TechnologyKIOKKR Income Opportunities Fund$1,035,758$68,201 ▲7.0%82,4650.3%Financial ServicesTYGTortoise Energy Infrastructure$1,021,364$89,623 ▲9.6%23,2710.3%FinanceLGILazard Global Total Return and Income Fund$1,015,358$70,493 ▲7.5%60,4380.3%Financial ServicesETGEaton Vance Tax-Advantaged Global Dividend Income Fund$997,917$71,238 ▲7.7%47,6560.3%Financial ServicesGWWW.W. Grainger$995,596$63,460 ▼-6.0%9570.3%IndustrialsSLYGSPDR S&P 600 Small Cap Growth ETF$968,083$23,785 ▼-2.4%10,9080.3%ETFVVRInvesco Senior Income Trust$960,302$77,208 ▲8.7%252,7110.3%Financial ServicesFLCFlaherty & Crumrine Total Return Fund$929,696$83,470 ▲9.9%54,6880.3%Financial ServicesEMEEMCOR Group$914,711$60,446 ▼-6.2%1,7100.3%ConstructionDFPFlaherty & Crumrine Dynamic Preferred and Income Fund$902,499$69,679 ▲8.4%43,9600.3%Financial ServicesAPPLOVIN CORP COM CL A$894,454$21,005 ▼-2.3%2,5550.3%StockETHEGrayscale Ethereum Trust (ETH)$832,231$9,012 ▼-1.1%39,8960.2%MiscellaneousJPMJPMorgan Chase & Co.$792,324$132,199 ▲20.0%2,7330.2%FinanceFCXFreeport-McMoRan$745,224$86,656 ▲13.2%17,1910.2%Basic MaterialsAMDAdvanced Micro Devices$731,495$142 ▲0.0%5,1550.2%Computer and TechnologyPATHUiPath$730,074$40,371 ▼-5.2%57,0370.2%Computer and TechnologyGLDSPDR Gold Shares$715,131$270,079 ▲60.7%2,3460.2%FinanceAMATApplied Materials$603,347$4,027 ▼-0.7%3,2960.2%Computer and TechnologyVDCVanguard Consumer Staples ETF$599,622$599,622 ▲New Holding2,7380.2%ETFIBMInternational Business Machines$582,485$37,437 ▲6.9%1,9760.2%Computer and TechnologySCCOSouthern Copper$555,423$16,491 ▲3.1%5,4900.2%Basic MaterialsDELLDell Technologies$552,803$30,282 ▲5.8%4,5090.2%Computer and TechnologyCSCOCisco Systems$552,267$72,641 ▲15.1%7,9600.2%Computer and TechnologyCMECME Group$525,607$15,710 ▲3.1%1,9070.2%FinanceQCOMQUALCOMM$496,944$19,910 ▲4.2%3,1200.1%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$494,957$1,601 ▼-0.3%8,0390.1%ETFFDLOFidelity Low Volatility Factor ETF$488,521$488,521 ▲New Holding7,7790.1%ETFPGProcter & Gamble$468,560$62,613 ▲15.4%2,9410.1%Consumer StaplesQBTSD-Wave Quantum$463,576$56,218 ▲13.8%31,6650.1%Computer and TechnologyTMFCMotley Fool 100 Index ETF$460,560$74,319 ▲19.2%7,1390.1%ETFSPGSimon Property Group$458,941$23,148 ▲5.3%2,8550.1%FinanceBACBank of America$445,896$33,124 ▲8.0%9,4230.1%FinanceKOCocaCola$406,673$14,504 ▲3.7%5,7480.1%Consumer StaplesCVXChevron$399,327$14,461 ▲3.8%2,7890.1%EnergyIBNDSPDR Bloomberg International Corporate Bond ETF$391,732$3,031 ▼-0.8%12,0200.1%ETFOKEONEOK$390,355$20,816 ▲5.6%4,7820.1%EnergyMAMastercard$387,1770.0%6890.1%Business ServicesIYHiShares U.S. Healthcare ETF$379,772$379,772 ▲New Holding6,7240.1%ETFSCHDSchwab US Dividend Equity ETF$377,719$9,566 ▼-2.5%14,2540.1%ETFINTCIntel$374,797$35,974 ▼-8.8%16,7320.1%Computer and TechnologyGRAYSCALE ETHEREUM MINI TRUST ETF$374,657$11,813 ▲3.3%15,7950.1%ETFADBEAdobe$328,848$102,136 ▲45.1%8500.1%Computer and TechnologyGOOGAlphabet$328,4720.0%1,8520.1%Computer and TechnologySUNSunoco$320,304$35,315 ▼-9.9%5,9770.1%EnergyCLHClean Harbors$319,2600.0%1,3810.1%Business ServicesDUOLINGO INC CL A COM$311,615$17,631 ▲6.0%7600.1%StockVDEVanguard Energy ETF$311,261$311,261 ▲New Holding2,6130.1%ETFBABoeing$310,7330.0%1,4830.1%AerospaceMRVLMarvell Technology$306,217$306,217 ▲New Holding3,9560.1%Computer and TechnologyAGXArgan$283,978$283,978 ▲New Holding1,2880.1%ConstructionShowing 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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