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Your Advocates Ltd., LLP Top Holdings and 13F Report (2025)

About Your Advocates Ltd., LLP

Investment Activity

  • Your Advocates Ltd., LLP has $260.60 million in total holdings as of March 31, 2025.
  • Your Advocates Ltd., LLP owns shares of 211 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 2.80% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Your Advocates Ltd., LLP has purchased 207 new stocks and bought additional shares in 38 stocks.
  • Your Advocates Ltd., LLP sold shares of 20 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Dimensional US Core
$60,057,271
Pimco Active Bond ETF
$20,367,368

Largest New Holdings this Quarter

42809H107 - Hess
$487,656 Holding
02072L532 - EA Bridgeway Omni Small-Cap Value ETF
$80,929 Holding
M8186D122 - Rail Vision Ltd
$43,000 Holding
92204A504 - Vanguard Health Care ETF
$13,237 Holding
886364231 - Fundstrat Granny Shots US Large Cap ETF
$9,090 Holding

Largest Purchases this Quarter

Dimensional U.S. Small Cap ETF
19,434 shares (about $1.16M)
Dimensional US Core
18,127 shares (about $1.11M)
Dimensional Emerging Markets Core Equity 2 ETF
31,201 shares (about $825.58K)
Dimensional International Core Equity 2 ETF
23,559 shares (about $654.23K)
Pimco Active Bond ETF
6,362 shares (about $588.29K)

Largest Sales this Quarter

Defiance Next Gen Connectivity ETF
5 shares (about $∞T)
SPDR Gold Shares
2,212 shares (about $637.37K)
Schlumberger
1,038 shares (about $43.39K)
FTSE RAFI 1000 US Lg Cap
767 shares (about $30.99K)
Southern
285 shares (about $26.38K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofYour Advocates Ltd., LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional US Core
$60,057,271$1,111,729 1.9%979,24823.0%COM
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$35,396,774$654,233 1.9%1,274,64113.6%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$23,807,350$825,578 3.6%899,7499.1%ETF
Pimco Active Bond ETF
$20,367,368$588,295 3.0%220,2597.8%COM
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$19,462,613$280,346 1.5%782,8897.5%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$17,961,410$1,161,183 6.9%300,6096.9%ETF
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$17,693,933$491,702 2.9%749,4256.8%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$15,467,355$637,366 -4.0%53,6805.9%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$14,170,767$212,765 1.5%181,0275.4%ETF
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$9,231,367$292,842 3.3%255,4343.5%ETF
Schwab Fundamental Emerging Markets Large Company Index ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Large Company Index ETF
$7,224,202$106,229 1.5%234,5522.8%ETF
Schwab Fundamental U.S. Small Company Index ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company Index ETF
$5,337,503$177,542 3.4%194,8712.0%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,150,861$9,158 0.4%18,0850.8%Energy
Apple Inc. stock logo
AAPL
Apple
$1,281,860$888 0.1%5,7710.5%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$1,176,333$303,719 34.8%11,2010.5%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,141,549$16,220 1.4%2,0410.4%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$653,174$109,672 20.2%29,5820.3%ETF
UAPR
Innovator U.S. Equity Ultra Buffer ETF - April
$608,517$78,711 14.9%20,3790.2%ETF
Hess Co. stock logo
HES
Hess
$487,656$487,656 New Holding3,0530.2%Energy
Franklin International Aggregate Bond ETF stock logo
FLIA
Franklin International Aggregate Bond ETF
$435,822$23,718 -5.2%21,5540.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$417,937$23,246 5.9%4,2250.2%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$387,019$1,120 0.3%17,9760.1%ETF
AECOM stock logo
ACM
AECOM
$381,3060.0%4,1120.1%Construction
Halliburton stock logo
HAL
Halliburton
$264,3300.0%10,4190.1%Energy
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$244,332$494 -0.2%4,9500.1%Energy
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$240,4850.0%8750.1%ETF
American Beacon AHL Trend ETF
$228,091$3,737 1.7%9,7060.1%COM
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$221,593$1,894 -0.8%5,2660.1%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$174,188$3,754 2.2%4640.1%Computer and Technology
Schlumberger Limited stock logo
SLB
Schlumberger
$163,814$43,388 -20.9%3,9190.1%Energy
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$162,0070.0%1,1120.1%Energy
Sap SE Ordf
$130,0650.0%4920.0%COM
Moody's Co. stock logo
MCO
Moody's
$117,8200.0%2530.0%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$103,664$101,072 3,900.0%4000.0%Auto/Tires/Trucks
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$100,4310.0%1,0480.0%Manufacturing
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$99,2970.0%3250.0%Business Services
Hewlett-Packard Company
$96,1670.0%3,4730.0%COM
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$94,5580.0%7750.0%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$89,6540.0%9140.0%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$83,905$571 0.7%4410.0%Retail/Wholesale
The Allstate Co. stock logo
ALL
Allstate
$82,8280.0%4000.0%Finance
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$80,929$80,929 New Holding4,1630.0%ETF
FedEx Co. stock logo
FDX
FedEx
$80,6910.0%3310.0%Transportation
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$78,5630.0%1500.0%Medical
General Electric Company
$74,8560.0%3740.0%COM
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$72,3070.0%2,5300.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$71,076$43,779 160.4%1380.0%ETF
Chimera Investment Corp
$70,5140.0%5,4960.0%COM
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$68,1260.0%1,0280.0%ETF
Toast, Inc. stock logo
TOST
Toast
$66,3400.0%2,0000.0%Computer and Technology
Ishares Gold Etf
$66,0350.0%1,1200.0%COM
Du Pont E I De Nemour&Co
$60,5650.0%8110.0%COM
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$55,8010.0%590.0%Retail/Wholesale
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$54,9440.0%6730.0%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$53,508$14,660 -21.5%1460.0%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$51,1330.0%910.0%ETF
Corteva, Inc. stock logo
CTVA
Corteva
$50,9730.0%8100.0%Consumer Staples
Garmin Ltd. stock logo
GRMN
Garmin
$43,4260.0%2000.0%Computer and Technology
Rail Vision Ltd
$43,000$43,000 New Holding100,0000.0%COM
Tempus AI Inc
$38,592$4,824 14.3%8000.0%COM
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$38,521$4,955 14.8%4120.0%ETF
Shopify Inc. stock logo
SHOP
Shopify
$38,1920.0%4000.0%Computer and Technology
Academy Sports and Outdoors, Inc. stock logo
ASO
Academy Sports and Outdoors
$37,225$18,749 101.5%8160.0%Consumer Discretionary
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$37,147$813 -2.1%3200.0%ETF
FTSE RAFI US 1500 Small Cap
$37,1410.0%9810.0%COM
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$34,6260.0%2960.0%Medical
Google Inc Class A
$34,434$15,652 83.3%2200.0%COM
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$34,1630.0%8890.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$34,0560.0%6700.0%ETF
Cheniere Energy Inc
$33,5530.0%1450.0%COM
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$32,8320.0%6000.0%Computer and Technology
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$32,7820.0%1,1890.0%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$31,3530.0%4340.0%Finance
FTSE RAFI Internat'l Dev Mkts
$29,9980.0%5770.0%COM
SPDR S&P Oil & Gas Exploration & Production ETF stock logo
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
$29,2400.0%2220.0%ETF
Roblox Co. stock logo
RBLX
Roblox
$29,1450.0%5000.0%Consumer Discretionary
Ge Vernova Inc
$28,3910.0%930.0%COM
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$26,7750.0%1550.0%ETF
Dow Chemical Company
$26,1900.0%7500.0%COM
Magnolia Oil & Gas Co. stock logo
MGY
Magnolia Oil & Gas
$25,260$7,578 42.9%1,0000.0%Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$25,210$17,905 -41.5%3520.0%Consumer Staples
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$24,0160.0%6100.0%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$23,265$4,230 22.2%550.0%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$23,1880.0%370.0%Construction
Keysight Technologies, Inc. stock logo
KEYS
Keysight Technologies
$20,9680.0%1400.0%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$20,375$867 4.4%1880.0%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$20,0800.0%850.0%Transportation
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$20,0700.0%8730.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$18,4170.0%1100.0%Computer and Technology
Dell Inc
$18,2300.0%2000.0%COM
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$16,757$997 6.3%840.0%Finance
Rocket Lab USA, Inc. stock logo
RKLB
Rocket Lab USA
$15,913$179 -1.1%8900.0%Aerospace
Sun Life Financial Inc. stock logo
SLF
Sun Life Financial
$15,7470.0%2750.0%Finance
WisdomTree Japan Hedged SmallCap Equity Fund stock logo
DXJS
WisdomTree Japan Hedged SmallCap Equity Fund
$15,5400.0%4440.0%Manufacturing
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$14,5100.0%3060.0%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$13,9000.0%450.0%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$13,237$13,237 New Holding500.0%ETF
EOG Resources, Inc. stock logo
EOG
EOG Resources
$12,8240.0%1000.0%Energy
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$11,7590.0%4710.0%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$11,6070.0%1110.0%ETF

Showing largest 100 holdings. View all holdings.
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