Strategic Advocates LLC Top Holdings and 13F Report (2025) About Strategic Advocates LLCInvestment ActivityStrategic Advocates LLC has $296.21 million in total holdings as of December 31, 2024.Strategic Advocates LLC owns shares of 110 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 25.95% of the portfolio was purchased this quarter.About 15.50% of the portfolio was sold this quarter.This quarter, Strategic Advocates LLC has purchased 119 new stocks and bought additional shares in 44 stocks.Strategic Advocates LLC sold shares of 37 stocks and completely divested from 33 stocks this quarter.Largest Holdings SPDR S&P Kensho New Economies Composite ETF $26,200,941Invesco QQQ $25,667,848Vanguard Intermediate-Term Bond ETF $25,244,358Invesco S&P 500 Pure Value ETF $22,816,125SPDR Portfolio Long Term Corporate Bond ETF $16,812,253 Largest New Holdings this Quarter Chipotle Mexican Grill $2,682,506 HoldingGeneral Electric $2,574,110 HoldingPalo Alto Networks $2,003,562 HoldingKLA $1,719,624 HoldingGrayscale Ethereum Trust (ETH) $1,118,755 Holding Largest Purchases this Quarter SPDR Portfolio Long Term Corporate Bond ETF 603,077 shares (about $13.41M)iShares 1-5 Year Investment Grade Corporate Bond ETF 79,692 shares (about $4.12M)PALANTIR TECHNOLOGIES INC CL A 51,915 shares (about $3.93M)Vanguard Intermediate-Term Bond ETF 40,705 shares (about $3.04M)Chipotle Mexican Grill 44,486 shares (about $2.68M) Largest Sales this Quarter APPLOVIN CORP COM CL A 5,355 shares (about $1.73M)Amazon.com 7,602 shares (about $1.67M)SPDR S&P 600 Small Cap Growth ETF 13,881 shares (about $1.25M)Intuitive Surgical 2,220 shares (about $1.16M)iShares Russell Mid-Cap Growth ETF 8,094 shares (about $1.03M) 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 PortfolioSectorKOMPSPDR S&P Kensho New Economies Composite ETF$26,200,941$2,123,526 ▲8.8%515,4628.8%ETFQQQInvesco QQQ$25,667,848$472,888 ▲1.9%50,2088.7%FinanceBIVVanguard Intermediate-Term Bond ETF$25,244,358$3,041,881 ▲13.7%337,8088.5%ETFRPVInvesco S&P 500 Pure Value ETF$22,816,125$2,114,164 ▲10.2%252,9227.7%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$16,812,253$13,406,396 ▲393.6%756,2875.7%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$14,884,299$2,155,456 ▲16.9%127,9715.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$14,576,047$2,048,066 ▲16.3%279,1284.9%ETFNVDANVIDIA$14,053,921$1,442,671 ▲11.4%104,6544.7%Computer and TechnologyAAPLApple$9,688,422$1,752,175 ▲22.1%38,6893.3%Computer and TechnologyHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$9,639,830$1,452,972 ▲17.7%102,9023.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$9,367,510$4,120,071 ▲78.5%181,1903.2%ManufacturingAMZNAmazon.com$5,943,099$1,667,815 ▼-21.9%27,0892.0%Retail/WholesalePALANTIR TECHNOLOGIES INC CL A$5,564,931$3,926,331 ▲239.6%73,5811.9%StockTSLATesla$4,921,194$2,246,562 ▲84.0%12,1861.7%Auto/Tires/TrucksMETAMeta Platforms$4,823,452$2,299,893 ▲91.1%8,2381.6%Computer and TechnologyGOOGLAlphabet$4,447,561$155,982 ▼-3.4%23,4951.5%Computer and TechnologyISRGIntuitive Surgical$4,067,634$1,158,751 ▼-22.2%7,7931.4%MedicalNFLXNetflix$3,639,260$2,320,106 ▲175.9%4,0831.2%Consumer DiscretionaryNOWServiceNow$3,370,121$2,234,733 ▲196.8%3,1791.1%Computer and TechnologyCMGChipotle Mexican Grill$2,682,506$2,682,506 ▲New Holding44,4860.9%Retail/WholesaleMSFTMicrosoft$2,662,995$861,954 ▲47.9%6,3180.9%Computer and TechnologyGEGeneral Electric$2,574,110$2,574,110 ▲New Holding15,4330.9%TransportationSCHGSchwab U.S. Large-Cap Growth ETF$2,165,880$1,301,050 ▲150.4%77,7140.7%ETFMSTRMicroStrategy$2,157,669$2,044,428 ▲1,805.4%7,4500.7%Computer and TechnologyPANWPalo Alto Networks$2,003,562$2,003,562 ▲New Holding11,0110.7%Computer and TechnologySNPSSynopsys$1,984,152$670,768 ▼-25.3%4,0880.7%Computer and TechnologyVUGVanguard Growth ETF$1,945,143$116,569 ▼-5.7%4,7390.7%ETFNTAPNetApp$1,882,163$1,153,629 ▲158.3%16,2140.6%Computer and TechnologyAOAiShares Core Aggressive Allocation ETF$1,847,398$14,939 ▲0.8%24,1140.6%ETFIWPiShares Russell Mid-Cap Growth ETF$1,797,691$1,025,912 ▼-36.3%14,1830.6%ETFKLACKLA$1,719,624$1,719,624 ▲New Holding2,7290.6%Computer and TechnologyTTDTrade Desk$1,429,988$81,801 ▼-5.4%12,1670.5%Computer and TechnologyDDOGDatadog$1,407,467$745,886 ▲112.7%9,8500.5%Computer and TechnologyAPPLOVIN CORP COM CL A$1,365,915$1,734,110 ▼-55.9%4,2180.5%StockPATHUiPath$1,357,847$1,210,881 ▲823.9%106,8330.5%Business ServicesDBXDropbox$1,340,595$506,414 ▲60.7%44,6270.5%Computer and TechnologyPICKiShares MSCI Global Metals & Mining Producers ETF$1,334,729$153,396 ▲13.0%38,1460.5%ETFARKQARK Autonomous Technology & Robotics ETF$1,201,238$561,453 ▲87.8%15,5500.4%ETFTHNQROBO Global Artificial Intelligence ETF$1,123,129$643,713 ▲134.3%22,9210.4%ETFETHEGrayscale Ethereum Trust (ETH)$1,118,755$1,118,755 ▲New Holding39,9270.4%MiscellaneousSOFISoFi Technologies$1,112,989$400 ▼0.0%72,2720.4%FinanceWTMFWisdomTree Managed Futures Strategy Fund$1,111,857$256,491 ▲30.0%31,8310.4%FinanceVYMVanguard High Dividend Yield ETF$1,058,590$715,126 ▲208.2%8,2970.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,051,937$1,254,139 ▼-54.4%11,6430.4%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,033,697$465,154 ▲81.8%27,8850.3%ManufacturingIDRViShares Self-Driving EV and Tech ETF$987,945$602,109 ▲156.1%33,7990.3%ETFXLBMaterials Select Sector SPDR Fund$942,957$361,381 ▼-27.7%11,2070.3%ETFBRK.BBerkshire Hathaway$939,196$43,515 ▲4.9%2,0720.3%FinanceBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$934,218$555,611 ▲146.8%29,2400.3%ManufacturingQAINYLI Hedge Multi-Strategy Tracker ETF$929,548$144,078 ▼-13.4%29,5940.3%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$899,647$13,728 ▼-1.5%18,0870.3%ManufacturingEMEEMCOR Group$885,121$885,121 ▲New Holding1,9500.3%ConstructionBNDVanguard Total Bond Market ETF$881,617$10,067 ▼-1.1%12,2600.3%ETFIONQIonQ$862,843$862,843 ▲New Holding20,6570.3%Computer and TechnologyIGHGProShares Investment Grade Interest Rate Hedged$797,959$87,941 ▲12.4%10,2080.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$702,174$239,687 ▼-25.4%19,0860.2%ETFBKLNInvesco Senior Loan ETF$670,384$241,820 ▼-26.5%31,8170.2%ETFAMATApplied Materials$636,135$8,131 ▲1.3%3,9120.2%Computer and TechnologyJPMJPMorgan Chase & Co.$630,437$630,437 ▲New Holding2,6300.2%FinanceCSCOCisco Systems$566,773$51,326 ▲10.0%9,5740.2%Computer and TechnologyCDNSCadence Design Systems$562,161$210,022 ▼-27.2%1,8710.2%Computer and TechnologyAXPAmerican Express$536,300$442,811 ▼-45.2%1,8070.2%FinanceCMECME Group$512,764$185,087 ▲56.5%2,2080.2%FinanceTMFCMotley Fool 100 Index ETF$503,887$503,887 ▲New Holding8,3810.2%ETFOKEONEOK$475,595$12,952 ▲2.8%4,7370.2%Oils/EnergySPGSimon Property Group$472,595$9,128 ▼-1.9%2,7440.2%FinanceAORiShares Core Growth Allocation ETF$469,447$67,064 ▲16.7%8,1900.2%ETFIBMInternational Business Machines$467,139$181,800 ▲63.7%2,1250.2%Computer and TechnologyFCXFreeport-McMoRan$432,006$135,333 ▲45.6%11,3450.1%Basic MaterialsSCCOSouthern Copper$430,589$126,397 ▲41.6%4,7250.1%Basic MaterialsSCHDSchwab US Dividend Equity ETF$419,653$58,655 ▼-12.3%15,3610.1%ETFBACBank of America$416,393$608,547 ▼-59.4%9,4740.1%FinanceQCOMQUALCOMM$394,216$394,216 ▲New Holding2,5660.1%Computer and TechnologyPGProcter & Gamble$381,716$25,817 ▼-6.3%2,2770.1%Consumer StaplesSUNSunoco$381,170$381,170 ▲New Holding7,4100.1%Oils/EnergyKOCoca-Cola$377,028$176,872 ▼-31.9%6,0560.1%Consumer StaplesDELLDell Technologies$372,340$372,340 ▲New Holding3,2310.1%Computer and TechnologyIBNDSPDR Bloomberg International Corporate Bond ETF$361,850$458,786 ▼-55.9%12,7590.1%ETFMAMastercard$352,275$11,585 ▼-3.2%6690.1%Business ServicesCVXChevron$345,519$163,926 ▼-32.2%2,3860.1%Oils/EnergyGOOGAlphabet$341,727$60,764 ▼-15.1%1,7940.1%Computer and TechnologyCLHClean Harbors$317,5930.0%1,3800.1%Business ServicesDUOLINGO INC CL A COM$289,213$83,327 ▼-22.4%8920.1%StockCIThe Cigna Group$278,349$278,349 ▲New Holding1,0080.1%MedicalKNFKnife River$275,851$275,851 ▲New Holding2,7140.1%ConstructionSUMSummit Materials$267,876$267,876 ▲New Holding5,2940.1%ConstructionRGTIRigetti Computing$266,562$266,562 ▲New Holding17,4680.1%Computer and TechnologyBABoeing$264,615$885 ▼-0.3%1,4950.1%AerospaceARISTA NETWORKS INC COM SHS$258,198$258,198 ▲New Holding2,3360.1%StockTBILUS Treasury 3 Month Bill ETF$257,776$257,776 ▲New Holding5,1700.1%ETFMARAMARA$246,502$246,502 ▲New Holding14,6990.1%Business ServicesMUCBlackRock MuniHoldings California Quality Fund$240,4610.0%22,6210.1%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$237,183$274,813 ▼-53.7%9,8580.1%ETFUNPUnion Pacific$233,9690.0%1,0260.1%TransportationFSCOFS Credit Opportunities$225,8580.0%33,1170.1%Financial ServicesAMDAdvanced Micro Devices$225,636$32,130 ▲16.6%1,8680.1%Computer and TechnologyCATCaterpillar$221,585$221,585 ▲New Holding6110.1%Industrial ProductsIWViShares Russell 3000 ETF$221,274$41,113 ▼-15.7%6620.1%ETFDISWalt Disney$219,843$84,307 ▼-27.7%1,9740.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$217,810$115,931 ▼-34.7%3720.1%FinanceShowing 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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