Strategic Advocates LLC Reduced Holdings in Q4 2024

Strategic Advocates LLC

  • $296 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBND
Spdr Bloomberg International C

ETFs
-27.6K
- 68.35%
$28.36 - $30.49 $781K - $840K
12.8K $362M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-39K
- 76.77%
$18.04 - $18.54 $704K - $724K
11.8K $214M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-6.18K
- 34.67%
$89.9 - $100.66 $555K - $622K
11.6K $1.05B
IWP
Ishares Russell Mid Cap Growth

ETFs
-5.42K
- 27.66%
$116.4 - $138.52 $631K - $751K
14.2K $1.8B
SCHO
Schwab Short Term Us Treasury

ETFs
-3.91K
- 28.38%
$24.06 - $48.88 $94K - $191K
9.86K $237M
AMAT
Applied Materials Inc

Technology
-1.37K
- 25.9%
$161.44 - $213.89 $221K - $292K
3.91K $636M
ISRG
Intuitive Surgical Inc

Healthcare
-1.34K
- 14.64%
$471.27 - $550.62 $630K - $736K
7.79K $4.07B
XLB
Select Sector Spdr Fd Material

ETFs
-1.7K
- 13.18%
$83.8 - $97.58 $143K - $166K
11.2K $943M
CVX
Chevron Corp

Energy
-1.98K
- 45.38%
$141.15 - $162.53 $280K - $322K
2.39K $346M
BAC
Bank Of America Corp

Financial Services
-8.11K
- 46.11%
$39.22 - $47.77 $318K - $387K
9.47K $416M
SNPS
Synopsys Inc

Technology
-304
- 6.92%
$485.36 - $588.0 $148K - $179K
4.09K $1.98B
CDNS
Cadence Design Systems Inc

Technology
-1.02K
- 35.19%
$249.1 - $324.54 $253K - $330K
1.87K $562M
HPQ
Hp Inc

Technology
-5.4K
- 44.82%
$32.46 - $39.3 $175K - $212K
6.65K $217M
KO
Coca Cola CO

Consumer Defensive
-1.84K
- 23.25%
$61.74 - $71.71 $113K - $132K
6.06K $377M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.36K
- 5.34%
$76.61 - $79.88 $104K - $109K
24.1K $1.85B
CI
Cigna Corp

Healthcare
-262
- 20.63%
$265.59 - $358.58 $69.6K - $93.9K
1.01K $278M
IBM
International Business Machines Corp

Technology
-545
- 20.41%
$204.9 - $238.04 $112K - $130K
2.13K $467M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.75K
- 12.58%
$36.54 - $37.53 $100K - $103K
19.1K $702M
DVA
Davita Inc.

Healthcare
-539
- 27.28%
$139.81 - $167.96 $75.4K - $90.5K
1.44K $215M
AXP
American Express CO

Financial Services
-572
- 24.04%
$267.35 - $305.57 $153K - $175K
1.81K $536M
SPY
Spdr S&P 500 ETF Trust

ETFs
-189
- 33.69%
$567.81 - $607.81 $107K - $115K
372 $218M
EME
Emcor Group, Inc.

Industrials
-334
- 14.62%
$427.96 - $526.95 $143K - $176K
1.95K $885M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-4.74K
- 12.96%
$20.98 - $21.19 $99.4K - $100K
31.8K $670M
IGHG
Proshares Investment Grade Int

ETFs
-1.41K
- 12.15%
$76.8 - $78.32 $108K - $111K
10.2K $798M
CSCO
Cisco Systems, Inc.

Technology
-2.77K
- 22.43%
$52.45 - $60.02 $145K - $166K
9.57K $567M
PG
Procter & Gamble CO

Consumer Defensive
-435
- 16.04%
$161.05 - $179.7 $70.1K - $78.2K
2.28K $382M
SPG
Simon Property Group Inc

Real Estate
-483
- 14.97%
$167.23 - $183.84 $80.8K - $88.8K
2.74K $473M
DIS
Walt Disney CO

Communication Services
-947
- 32.42%
$92.39 - $117.6 $87.5K - $111K
1.97K $220M
QAI
Iq Hedge Multi Strategy Compos

ETFs
-1.28K
- 4.13%
$31.38 - $32.72 $40K - $41.8K
29.6K $930M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-236
- 2.77%
$126.68 - $134.74 $29.9K - $31.8K
8.3K $1.06B
IWV
Ishares Russell 3000 ETF

ETFs
-123
- 15.67%
$323.08 - $349.08 $39.7K - $42.9K
662 $221M
OXY
Occidental Petroleum Corp

Energy
-270
- 5.94%
$45.36 - $55.91 $12.2K - $15.1K
4.27K $211M
DUOL
Duolingo, Inc.

Technology
-205
- 18.69%
$278.75 - $373.03 $57.1K - $76.5K
892 $289M
OKE
Oneok Inc

Energy
-638
- 11.87%
$92.28 - $117.05 $58.9K - $74.7K
4.74K $476M
GOOG
Alphabet Inc.

Communication Services
-197
- 9.89%
$163.08 - $198.16 $32.1K - $39K
1.79K $342M
MA
Mastercard Inc

Financial Services
-23
- 3.32%
$491.3 - $536.15 $11.3K - $12.3K
669 $352M
Knife River Corp Common Stock
-155
- 5.4%
N/A
2.71K $276M
BA
Boeing CO

Industrials
-5
- 0.33%
$138.14 - $180.72 $691 - $904
1.5K $265M
SUM
Summit Materials, Inc.

Basic Materials
-214
- 3.89%
$36.82 - $51.66 $7.88K - $11.1K
5.29K $268M
TTD
Trade Desk, Inc.

Technology
-307
- 2.46%
$108.7 - $139.51 $33.4K - $42.8K
12.2K $1.43B
VUG
Vanguard Growth ETF

ETFs
-94
- 1.94%
$378.79 - $428.11 $35.6K - $40.2K
4.74K $1.95B
Grayscale Ethereum Trust ETF
-789
- 1.94%
N/A
39.9K $1.12B
NOW
Service Now, Inc.

Technology
-214
- 6.31%
$867.18 - $1148.42 $186K - $246K
3.18K $3.37B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.58K
- 8.69%
$180.88 - $232.93 $466K - $600K
27.1K $5.94B
SOFI
So Fi Technologies, Inc.

Financial Services
-26
- 0.04%
$7.63 - $16.88 $198 - $439
72.3K $1.11B
MSTR
Microstrategy Inc

Technology
-1.3K
- 14.87%
$162.69 - $473.83 $212K - $616K
7.45K $2.16B
PLTR
Palantir Technologies Inc.

Technology
-16.7K
- 18.54%
$36.46 - $82.38 $611K - $1.38M
73.6K $5.56B
Activity Summary
Buys All Purchases 57 New Holdings 12 Increased Positions 45 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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