13F-HR filed by Strategic Advocates LLC
Strategic Advocates LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-08, with 113 holding rows worth $287,758,407.
- Accession
- 0001765380-25-000202
- Filer
- CIK 1991340
- Filed
- 2025-05-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 113 entries on the cover page, a total value of $287,758,407 stated on the cover page (in dollars after the unit check, H1), rows summing to $287,758,407 with VALUE read as dollars as filed, 13F file number 028-23432. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 345,535 | $26,457,630 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 53,451 | $25,064,237 | dollars as filed | |
| SPDR SERIES TRUST | 78468R648 | SP KENSHO NEWEC | 536,501 | $24,941,931 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V258 | S&P500 PUR VAL | 259,330 | $23,949,086 | dollars as filed | |
| SPDR Portfolio Long Term Corporate Bond ETF | 78464A367 | SHS | 829,478 | $18,721,313 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 296,723 | $16,014,122 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 305,260 | $15,986,466 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 921932794 | ETF | 140,245 | $14,989,430 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 86,217 | $9,344,223 | dollars as filed | |
| Apple Inc | 037833100 | COM | 34,655 | $7,697,957 | dollars as filed | |
| PIMCO ETF TR | 72201R783 | 0-5 HIGH YIELD | 49,889 | $4,672,609 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 21,740 | $4,136,290 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 6,881 | $3,965,967 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 9,778 | $3,670,561 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 14,071 | $3,646,547 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 42,202 | $3,561,849 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 6,888 | $3,411,420 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 17,256 | $2,668,459 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,760 | $2,573,783 | dollars as filed | |
| General Electric Company | 369604301 | COM | 12,034 | $2,408,670 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 7,853 | $2,263,784 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 45,059 | $2,262,412 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 2,811 | $2,237,950 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 7,640 | $2,162,196 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 12,548 | $2,141,191 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 19,893 | $2,006,806 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 25,129 | $1,946,995 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 76,199 | $1,908,014 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 23,961 | $1,833,045 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 10,648 | $1,782,780 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,672 | $1,732,533 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 13,745 | $1,614,897 | dollars as filed | |
| ISHARES TR | 46435U366 | CMN | 44,606 | $1,303,833 | dollars as filed | |
| ARK ETF TR | 00214Q203 | AUTNMUS TECHNLGY | 18,431 | $1,221,238 | dollars as filed | |
| EXCHANGE TRADED CONCEPTS TRU | 301505731 | ROBO GLB ARTIF | 27,254 | $1,206,033 | dollars as filed | |
| GLOBAL X FDS | 37954Y715 | RBTCS ARTFL INTE | 41,494 | $1,180,919 | dollars as filed | |
| iShares Future AI & Tech ETF | 46435U556 | SHS | 36,953 | $1,162,172 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 4,809 | $1,112,813 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,072 | $1,103,506 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 8,457 | $1,097,130 | dollars as filed | |
| DROPBOX INC CL A | 26210C104 | Stock | 40,363 | $1,078,096 | dollars as filed | |
| IONQ INC COM | 46222L108 | Stock | 48,775 | $1,076,464 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 12,151 | $1,067,350 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 7,915 | $1,020,694 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 10,208 | $1,012,736 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 1,018 | $1,005,623 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 1,892 | $995,097 | dollars as filed | |
| KKR INCOME OPPORTUNITIES FD | 48249T106 | COM | 77,035 | $946,760 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 17,194 | $940,856 | dollars as filed | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 11,176 | $927,639 | dollars as filed | |
| TORTOISE ENERGY INFRA CORP | 89147L886 | COM | 21,229 | $913,908 | dollars as filed | |
| INVESCO SR INCOME TR | 46131H107 | COM | 232,393 | $871,474 | dollars as filed | |
| LAZARD GLOBAL TOTAL RETURN & | 52106W103 | COM | 56,242 | $866,689 | dollars as filed | |
| VIRTUS ALLIANZGI ARTIFICIAL IN | 92838Y100 | COM | 42,000 | $866,460 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 72,482 | $842,966 | dollars as filed | |
| FLAHERTY & CRUMRINE TOTAL RE | 338479108 | COM | 49,778 | $835,275 | dollars as filed | |
| FLAHERTY & CRUMRINE DYNAMIC | 33848W106 | SHS | 40,566 | $821,056 | dollars as filed | |
| American Express Company | 025816109 | COM | 3,020 | $812,531 | dollars as filed | |
| EATON VANCE TAX ADVANTAGED GLO | 27828S101 | COM | 44,254 | $806,308 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 2,615 | $692,897 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 1,823 | $673,857 | dollars as filed | |
| UIPATH INC | 90364P105 | CL A | 60,191 | $619,967 | dollars as filed | |
| GRAYSCALE ETHEREUM TRUST ETF | 389638107 | SHS | 40,328 | $613,792 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 15,192 | $575,168 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,277 | $558,548 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 5,154 | $529,522 | dollars as filed | |
| SOUTHERN COPPER CORP | 84265V105 | COM | 5,327 | $497,861 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 1,850 | $490,787 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 3,318 | $481,555 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 8,065 | $464,299 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,995 | $460,062 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,849 | $459,772 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 2,711 | $450,168 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,688 | $449,696 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 4,527 | $449,169 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,548 | $434,254 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 6,913 | $426,627 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,460 | $420,684 | dollars as filed | |
| Intel Corp | 458140100 | COM | 18,338 | $416,456 | dollars as filed | |
| SCHD | 808524797 | COM | 14,615 | $408,638 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 5,543 | $396,968 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 4,262 | $388,481 | dollars as filed | |
| SUNOCO LP/SUNOCO FIN CORP | 86765K109 | COM UT REP LP | 6,636 | $385,258 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 689 | $377,655 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 8,723 | $364,011 | dollars as filed | |
| SPDR SERIES TRUST | 78464A151 | SST SPDR BLOOMBE | 12,113 | $357,212 | dollars as filed | |
| RBB FD INC | 74933W601 | MOTLEY FOL ETF | 5,987 | $333,017 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,852 | $289,268 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 1,381 | $272,195 | dollars as filed | |
| GRAYSCALE ETHEREUM STAKING | 38964R203 | SHS NEW | 15,297 | $263,414 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,483 | $252,926 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,026 | $242,382 | dollars as filed | |
| BLACKROCK MUNIHLDNGS CALI | 09254L107 | COM | 22,621 | $242,271 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 12,835 | $238,608 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 4,732 | $233,588 | dollars as filed | |
| FS CREDIT OPPORTUNITIES CORP | 30290Y101 | COMMON STOCK | 33,117 | $233,475 | dollars as filed | |
| SPY | 78462F103 | SHS | 405 | $226,367 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 586 | $224,749 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 717 | $222,657 | dollars as filed | |
| DAVITA INC COM | 23918K108 | Stock | 1,445 | $221,042 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 9,038 | $219,985 | dollars as filed | |
| PARSONS CORP DEL COM | 70202L102 | Stock | 3,703 | $219,255 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 7,168 | $218,122 | dollars as filed | |
| APPFOLIO INC | 03783C100 | COM CL A | 990 | $217,701 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 7,748 | $214,542 | dollars as filed | |
| KNIFE RIVER CORP COMMON STOCK | 498894104 | Stock | 2,354 | $212,354 | dollars as filed | |
| D-WAVE QUANTUM INC | 26740W109 | COM | 27,825 | $211,470 | dollars as filed | |
| VERTEX INC | 92538J106 | CL A | 5,899 | $206,524 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 611 | $201,469 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E719 | BLOO EN ANGE ETF | 10,276 | $185,592 | dollars as filed | |
| MARA HOLDINGS INC COM | 565788106 | Stock | 14,862 | $170,913 | dollars as filed | |
| RIGETTI COMPUTING INC COMMON STOCK | 76655K103 | Stock | 19,379 | $153,482 | dollars as filed | |
| NUVEEN CA DIVI ADV MUN | 67066Y105 | COM | 10,400 | $116,896 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001765380-25-000202 | this filing | 2025-05-08 | acceptance time not in the bulk data set |