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CIK: 0001991340
Total reported value
$25.8M
$25.8M
119 檔
427.0%
The Q3 2024 SEC filing reveals that Strategic Advocates LLC held a total portfolio value of $25.8M, covering 119 public equity positions.
During Q3 2024, Strategic Advocates LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BIV, KOMP, QQQ) accounted for 427.0% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.85% | -0.76% | +6.19% | |
| 2 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 8.76% | +0.36% | +4.72% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.61% | +0.76% | +0.00% | |
| 4 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 7.65% | -0.29% | +4.69% | |
| 5 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 5.62% | -0.56% | +323.99% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.94% | +0.12% | +0.15% | |
| 7 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 4.81% | +0.26% | +2.45% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 4.49% | +0.17% | +10.01% | |
| 9 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 3.24% | -0.24% | +8.37% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.09% | -0.43% | +61.51% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.95% | +0.01% | +11.55% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.01% | -14.48% | |
| 13 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.61% | -0.22% | -8.82% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.12% | +70.51% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.08% | -6.04% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.20% | -0.43% | +316.90% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 1.09% | -0.14% | +216.81% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | +0.13% | +70.50% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.04% | — | -10.36% | |
| 20 | GE | General Electric | Stock-Industrials | 1.03% | -0.10% | — | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.91% | -0.25% | +141.42% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.82% | — | -11.99% | |
| 23 | SNPS | Synopsys Inc | Stock-Tech | 0.80% | -0.01% | EXIT | |
| 24 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.78% | -0.01% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.20% | +16.22% | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.72% | -0.19% | +6.51% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | +0.01% | -3.78% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.59% | +0.01% | -30.18% | |
| 29 | APP | Applovin Corp-class A | Stock-Tech | 0.58% | +0.07% | +29.34% | |
| 30 | MSTR | Strategy Inc | Stock-Tech | 0.53% | -0.25% | +2138.11% | |
| 31 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.50% | — | -4.63% | |
| 32 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.49% | -0.08% | -3.02% | |
| 33 | XLB | Ss Materials Select Sector | ETF-Other | 0.45% | — | -16.73% | |
| 34 | IBND | State Street Spdr Bloomberg | ETF-Other | 0.44% | — | +39.32% | |
| 35 | MDB | Mongodb Inc | Stock-Tech | 0.41% | +0.07% | +90.34% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.39% | +0.83% | +216.98% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.38% | +0.01% | +36.69% | |
| 38 | DBX | Dropbox Inc-class A | Stock-Tech | 0.37% | -0.08% | +46.46% | |
| 39 | NTAP | Netapp Inc | Stock-Tech | 0.37% | +0.04% | +31.52% | |
| 40 | PATH | Uipath Inc - Class A | Stock-Tech | 0.36% | -0.07% | +585.13% | |
| 41 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.36% | +0.55% | +87.56% | |
| 42 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 0.35% | — | -9.69% | |
| 43 | EME | Emcor Group Inc | Stock-Industrials | 0.35% | -0.04% | — | |
| 44 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.35% | — | +12.33% | |
| 45 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.34% | — | +53.65% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.01% | — | |
| 47 | IGHG | Proshares Ig Hedged | ETF-Other | 0.32% | — | +27.93% | |
| 48 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.32% | -0.01% | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.01% | -42.80% | |
| 50 | THNQ | Robo Global Artificial Intel | ETF-Other | 0.30% | +0.04% | +82.23% |
According to official SEC Form 13F filings, Strategic Advocates LLC reported a total U.S. public equity portfolio value of $25.8M across 119 disclosed positions in Q3 2024.
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During Q3 2024, Strategic Advocates LLC's top holdings by market value included BIV (8.8%)、KOMP (8.8%)、QQQ (8.6%). The largest single position, BIV, represented 8.8% of total portfolio value.
In Q3 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.
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