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CIK: 0002111697
Total reported value
$116.6M
$116.6M
168 檔
9.3%
During the Q4 2025 filing period, Advisory Advocates, LLC (CIK: 0002111697) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $116.6M across 168 reported positions.
During Q4 2025, Advisory Advocates, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 3.06% | -0.24% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | -0.14% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.28% | — | |
| 4 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.92% | +0.09% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | +1.18% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.86% | -0.20% | — | |
| 7 | UTF | Cohen & Steers Infrastructur | Stock-Other | 1.83% | -0.21% | — | |
| 8 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.70% | -0.13% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.16% | — | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.56% | +0.23% | — | |
| 11 | ETV | Eaton Vance T/m Buy-writ Opp | Stock-Other | 1.51% | -0.01% | — | |
| 12 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 1.38% | +0.50% | NEW | |
| 13 | ADX | Adams Diversified Equity | Stock-Other | 1.29% | +0.15% | — | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.33% | — | |
| 15 | RVT | Royce Small-cap Trust Inc | Stock-Other | 1.28% | -0.03% | — | |
| 16 | XDIAX | Nuveen Dow 30 Dynamic Overwr | Stock-Other | 1.28% | — | — | |
| 17 | FRTY | Alger Mid Cap 40 ETF | ETF-Other | 1.26% | +0.17% | — | |
| 18 | STK | Columbia Slgmn Prem Tech Gr | Stock-Other | 1.25% | +0.68% | — | |
| 19 | XAODX | Abrdn Total Dynamic Dividend | Stock-Other | 1.15% | -0.04% | — | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.12% | -0.32% | — | |
| 21 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.11% | -0.03% | — | |
| 22 | COR | Cencora Inc | Stock-Healthcare | 1.11% | -0.26% | — | |
| 23 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 1.09% | -0.22% | — | |
| 24 | ASGI | Abrdn Global Infrastructure | Stock-Other | 1.08% | -0.12% | — | |
| 25 | MAIN | Main Street Capital CORP | Stock-Financials | 1.06% | -0.16% | — | |
| 26 | ROL | Rollins Inc | Stock-Consumer Disc | 1.05% | -0.34% | — | |
| 27 | STEW | Srh Total Return Fund Inc | Stock-Other | 1.03% | -0.06% | — | |
| 28 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.98% | -0.88% | — | |
| 29 | BTO | John Hancock Financial Opp | Stock-Other | 0.94% | -0.02% | — | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.94% | -0.18% | — | |
| 31 | XBXMX | Nuveen S&p 500 Buy-wr Inc | Stock-Other | 0.90% | — | — | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.90% | -0.29% | — | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.88% | -0.23% | — | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 0.88% | -0.35% | — | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.87% | -0.64% | EXIT | |
| 36 | MSCI | Msci Inc | Stock-Financials | 0.87% | -0.13% | — | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.86% | -0.04% | — | |
| 38 | XAWPX | Abrdn Global Premier Propert | Stock-Other | 0.86% | — | — | |
| 39 | GRAL | Grail Inc | Stock-Healthcare | 0.84% | -0.01% | — | |
| 40 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.82% | — | — | |
| 41 | MTD | Mettler-toledo International | Stock-Healthcare | 0.81% | -0.28% | — | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.17% | — | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.30% | — | |
| 44 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.79% | -0.02% | — | |
| 45 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.79% | -0.73% | EXIT | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.79% | -0.15% | — | |
| 47 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.78% | -0.48% | — | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.77% | -0.30% | — | |
| 49 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.76% | -0.66% | EXIT | |
| 50 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.76% | -0.61% | EXIT |
According to official SEC Form 13F filings, Advisory Advocates, LLC reported a total U.S. public equity portfolio value of $116.6M across 168 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SDVD, GOOGL, MSFT) accounted for 9.3% of total reported equity market value during Q4 2025.
During Q4 2025, Advisory Advocates, LLC's top holdings by market value included SDVD (3.1%)、GOOGL (2.0%)、MSFT (1.9%). The largest single position, SDVD, represented 3.1% of total portfolio value.
In Q4 2025, Advisory Advocates, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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