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
110 檔
451.9%
During the Q4 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 110 reported positions.
During Q4 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 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 8.85% | +0.36% | +3.92% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.67% | +0.76% | +1.87% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.52% | -0.76% | +7.07% | |
| 4 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 7.70% | -0.29% | +5.28% | |
| 5 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 5.68% | -0.56% | +16.43% | |
| 6 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 5.02% | +0.26% | +14.14% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.92% | +0.12% | +16.18% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 4.74% | +0.17% | +1.30% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.27% | +0.01% | +9.44% | |
| 10 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 3.25% | -0.24% | +8.65% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.16% | -0.43% | +10.53% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +0.01% | -8.69% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.88% | -0.43% | -18.54% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.66% | +0.13% | +7.92% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | -0.12% | +12.10% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.08% | +2.82% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.37% | -0.22% | -14.64% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.23% | -0.25% | +14.27% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.14% | -0.14% | -6.31% | |
| 20 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.91% | -0.01% | +17.32% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | -0.20% | +27.23% | |
| 22 | GE | General Electric | Stock-Industrials | 0.87% | -0.10% | +1.56% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.73% | — | +179.40% | |
| 24 | MSTR | Strategy Inc | Stock-Tech | 0.73% | -0.25% | -14.87% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.68% | +0.16% | — | |
| 26 | SNPS | Synopsys Inc | Stock-Tech | 0.67% | -0.01% | EXIT | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | +0.01% | -1.95% | |
| 28 | NTAP | Netapp Inc | Stock-Tech | 0.64% | +0.04% | +96.44% | |
| 29 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.62% | -0.19% | -5.34% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.61% | — | -27.66% | |
| 31 | KLAC | Kla CORP | Stock-Tech | 0.58% | -0.03% | EXIT | |
| 32 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.48% | -0.08% | -2.46% | |
| 33 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.48% | +0.55% | +13.43% | |
| 34 | APP | Applovin Corp-class A | Stock-Tech | 0.46% | +0.07% | -65.93% | |
| 35 | PATH | Uipath Inc - Class A | Stock-Tech | 0.46% | -0.07% | +34.85% | |
| 36 | DBX | Dropbox Inc-class A | Stock-Tech | 0.45% | -0.08% | +9.73% | |
| 37 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.45% | — | +18.47% | |
| 38 | ARKQ | Ark Autonomous Tech & Robot | ETF-Tech | 0.41% | — | +19.18% | |
| 39 | THNQ | Robo Global Artificial Intel | ETF-Other | 0.38% | +0.04% | +28.56% | |
| 40 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.38% | -0.01% | -1.94% | |
| 41 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.38% | — | -0.04% | |
| 42 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.38% | — | +15.72% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.36% | +0.83% | -2.77% | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.36% | +0.01% | -34.67% | |
| 45 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.35% | +0.05% | +21.15% | |
| 46 | IDRV | Ishares Self-driving Ev&tech | ETF-Tech | 0.33% | -0.03% | +39.68% | |
| 47 | XLB | Ss Materials Select Sector | ETF-Other | 0.32% | — | -13.18% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.01% | +4.86% | |
| 49 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.32% | -0.02% | +31.43% | |
| 50 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 0.31% | — | -4.13% |
According to official SEC Form 13F filings, Strategic Advocates LLC reported a total U.S. public equity portfolio value of $25.8M across 110 disclosed positions in Q4 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 KOMP, QQQ, BIV) accounted for 451.9% of total reported equity market value during Q4 2024.
During Q4 2024, Strategic Advocates LLC's top holdings by market value included KOMP (8.8%)、QQQ (8.7%)、BIV (8.5%). The largest single position, KOMP, represented 8.8% of total portfolio value.
In Q4 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.