Strategic Advocates LLC Portfolio Holdings

Strategic Advocates LLC

  • $288 Billion
  • Q1 2025

Strategic Advocates LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $288 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $26.5B, Invesco Qqq Trust, Series 1 with a value of $25.1B, Spdr S&P Kensho New Economies with a value of $24.9B, Invesco Exchange Traded Fd Tr with a value of $23.9B, and Spdr Portfolio Long Term Corpo with a value of $18.7B.

Examining the 13F form we can see an decrease of $8.45B in the current position value, from $296B to 288B.

Strategic Advocates LLC is based out at Logan, UT

Below you can find more details about Strategic Advocates LLC portfolio as well as his latest detailed transactions.

Portfolio value $288 Billion
ETFs: $187 Billion
Technology: $43.8 Billion
Financial Services: $12.5 Billion
Consumer Cyclical: $10 Billion
Communication Services: $9.5 Billion
Industrials: $7.37 Billion
Healthcare: $5.64 Billion
Energy: $2.87 Billion
Other: $3.44 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.2B
$234 Million 0.08% of portfolio
4,732
Q1 2025 Added 10.74%
$50B
$239 Million 0.08% of portfolio
12,835
Q1 2025 Added 18.84%
$0
$242 Million 0.08% of portfolio
22,621
Q4 2023 Reduced 11.82%
$133B
$242 Million 0.08% of portfolio
1,026
Q2 2024 Reduced 9.04%
$171B
$201 Million 0.07% of portfolio
611
Q4 2024 New
$1.89B
$207 Million 0.07% of portfolio
5,899
Q1 2025 New
$770M
$211 Million 0.07% of portfolio
27,825
Q1 2025 Added 58.45%
Knife River Corp Common Stock
-
$212 Million 0.07% of portfolio
-
Q1 2025 Reduced 13.26%
$26.8B
$215 Million 0.07% of portfolio
7,748
Q1 2025 Added 16.58%
$0
$186 Million 0.06% of portfolio
10,276
Q1 2025 Reduced 12.98%
$2.64B
$171 Million 0.06% of portfolio
14,862
Q1 2025 Added 1.11%
$1.07B
$153 Million 0.05% of portfolio
19,379
Q1 2025 Added 10.94%
$0
$117 Million 0.04% of portfolio
10,400
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $288 Billion
  • Prior Value $296 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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