Strategic Advocates LLC
CIK: 0001991340SEC EDGAR →
Portfolio Value
$390.9M
Holdings
637
As of
Q4 2025
New Positions
482
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TRUST SERIES I | 58,429 | $36.2M | 9.26% |
| 2 | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | 587,122 | $35.3M | 9.03% |
| 3 | INVESCO S&P 500 PURE VALUE ETF | 288,160 | $30.0M | 7.67% |
| 4 | VANGUARD INTERMEDIATE-TERM BOND ETF | 363,382 | $28.4M | 7.26% |
| 5 | ISHARES CORE MSCI EMERGING MARKETS ETF | 318,231 | $21.4M | 5.49% |
| 6 | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 155,656 | $19.2M | 4.90% |
| 7 | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | 818,385 | $18.6M | 4.75% |
| 8 | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 337,254 | $17.9M | 4.57% |
| 9 | NVIDIA CORPORATION COM | 92,985 | $17.4M | 4.46% |
| 10 | APPLE INC COM | 34,922 | $9.5M | 2.44% |
Quarterly Changes
Top Buys
New Positions (41)
$200K · 3K shares
$173K · 12K shares
$60K · 3K shares
$38K · 386 shares
$32K · 1K shares
$20K · 213 shares
$20K · 104 shares
$19K · 1K shares
$18K · 625 shares
$17K · 293 shares
$14K · 59 shares
$13K · 750 shares
$10K · 56 shares
$8K · 15 shares
$6K · 70 shares
$5K · 108 shares
$4K · 33 shares
$4K · 111 shares
$4K · 17 shares
$4K · 12 shares
$3K · 18 shares
$3K · 29 shares
$3K · 63 shares
$2K · 70 shares
$2K · 11 shares
$2K · 50 shares
$2K · 37 shares
$1K · 32 shares
$1K · 151 shares
$1K · 19 shares
$1K · 10 shares
$0 · 66 shares
$0 · 6 shares
$0 · 1 shares
$0 · 7 shares
$0 · 1 shares
$0 · 1 shares
$0 · 0 shares
$0 · 1 shares
$0 · 1 shares
$0 · 1 shares
Closed Positions (17)
$193K · 5K shares
$41K · 3K shares
$37K · 270 shares
$29K · 2K shares
$15K · 1K shares
$6K · 28 shares
$5K · 300 shares
$3K · 2K shares
$712 · 4 shares
$415 · 7 shares
$274 · 36 shares
$146 · 2 shares
$110 · 2 shares
$76 · 2 shares
$48 · 6 shares
$23 · 2 shares
$8 · 2 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 211 | $220.0M | 56.3% |
| Technology | 123 | $75.8M | 19.4% |
| Unknown | 42 | $41.1M | 10.5% |
| Communication Services | 28 | $14.2M | 3.6% |
| Consumer Cyclical | 45 | $13.2M | 3.4% |
| Industrials | 43 | $12.2M | 3.1% |
| Healthcare | 50 | $7.5M | 1.9% |
| Basic Materials | 15 | $2.2M | 0.6% |
| Energy | 27 | $2.0M | 0.5% |
| Consumer Defensive | 21 | $1.0M | 0.3% |
| Real Estate | 19 | $933K | 0.2% |
| Utilities | 13 | $313K | 0.1% |