13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001991340
Total reported value
$25.8M
$25.8M
126 檔
376.4%
During the Q1 2024 filing period, Strategic Advocates LLC (CIK: 0001991340) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $25.8M across 126 reported positions.
During Q1 2024, Strategic 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 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.28% | -0.76% | +118.93% | |
| 2 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 7.80% | +0.36% | +3300.44% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.66% | +0.76% | +2034.71% | |
| 4 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 7.07% | -0.29% | +1546.28% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 6.63% | — | +2266.35% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.59% | +0.12% | +100.18% | |
| 7 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 4.26% | +0.26% | +1465.80% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | +0.17% | +16.59% | |
| 9 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 2.99% | -0.24% | +1081.48% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.01% | -29.58% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | +0.01% | +12.61% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.56% | -0.43% | — | |
| 13 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.51% | -0.22% | +26.06% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.39% | — | -82.26% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.08% | +60.40% | |
| 16 | MCO | Moody's CORP | Stock-Financials | 1.26% | — | +342.28% | |
| 17 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.21% | +0.01% | -71.55% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.17% | — | +51.94% | |
| 19 | FTNT | Fortinet Inc | Stock-Tech | 1.14% | — | +283.70% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.10% | +0.44% | -64.20% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 1.04% | — | +252.96% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.04% | — | +3.72% | |
| 23 | SNPS | Synopsys Inc | Stock-Tech | 1.03% | -0.01% | EXIT | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.95% | -0.01% | -83.45% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.90% | — | -67.38% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.89% | — | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.20% | -58.82% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.75% | +0.01% | +63.39% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.70% | +0.01% | +261.67% | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.70% | -0.19% | +3.84% | |
| 31 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.70% | — | +14.59% | |
| 32 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.66% | — | — | |
| 33 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.61% | — | +21.65% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.12% | -59.62% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.13% | -41.52% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.57% | — | -5.59% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.56% | — | +2.32% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | — | -55.00% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | +0.83% | +217.98% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.48% | +0.03% | -20.16% | |
| 41 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.48% | — | +12.18% | |
| 42 | XLB | Ss Materials Select Sector | ETF-Other | 0.47% | — | +50.77% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.01% | +20.37% | |
| 44 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.43% | +0.01% | -85.00% | |
| 45 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.40% | -0.08% | -5.82% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.38% | -0.02% | -5.69% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.27% | EXIT | |
| 48 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.36% | — | +4.06% | |
| 49 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 0.35% | — | +61.23% | |
| 50 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.34% | — | +5.53% |
According to official SEC Form 13F filings, Strategic Advocates LLC reported a total U.S. public equity portfolio value of $25.8M across 126 disclosed positions in Q1 2024.
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 BIV, KOMP, QQQ) accounted for 376.4% of total reported equity market value during Q1 2024.
During Q1 2024, Strategic Advocates LLC's top holdings by market value included BIV (8.3%)、KOMP (7.8%)、QQQ (7.7%). The largest single position, BIV, represented 8.3% of total portfolio value.
In Q1 2024, Strategic 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.