SA

Strategic Advocates LLC

13F
Strategic Advocates LLC
Last update 2024-07-11 119 Stocks (14 new)
Value $252.00 Mil Turnover 10 %
Countries:
Top Holdings: QQQ(9.37%)BIV(8.83%)KOMP(8.66%)RPV(7.59%)VCLT(5.33%)
Portfolio Report
Summary Stock Picks Current Portfolio
Strategic Advocates LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ 		INVESCO QQQ Trust
49,283
23612.040
+9.94%
9.370
+0.85%
-
+0.60%
+17.95%
290210.432
 
BIV 		Vanguard Intermediate-Term Bond ETF
297,103
22250.010
+4.20%
8.830
+0.36%
-
+4.18%
+2.72%
18704.768
 
KOMP 		SPDR S&P Kensho New Economies Composite ETF
473,685
21822.670
+12.42%
8.660
+0.96%
-
+4.59%
+3.45%
1986.749
 
RPV 		Invesco S&P 500 Pure Value ETF
229,486
19143.750
+10.54%
7.590
+0.72%
-
+5.15%
+7.43%
1954.951
 
VCLT 		Vanguard Long-Term Corporate Bond ETF
177,070
13432.550
-19.51%
5.330
-1.29%
-
+5.50%
+1.66%
11302.774
 
IEMG 		iShares Core MSCI Emerging Markets ETF
239,908
12842.270
+3.94%
5.090
+0.19%
-
+3.21%
+9.37%
81115.079
 
VIOG 		Vanguard S&P Small-Cap 600 Growth ETF
109,439
12062.370
+11.33%
4.790
+0.49%
-
+9.74%
+11.36%
976.259
 
NVDA 		NVIDIA Corp
93,911
11601.750
-3.86%
4.600
-0.13%
0.000
-8.14%
+134.81%
2851857.800
Semiconductors
HYS 		PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
87,392
8101.280
+5.23%
3.210
+0.16%
-
+2.48%
+2.22%
1251.220
 
AMZN 		Amazon.com Inc
34,691
6704.040
+0.13%
2.660
0%
0.000
+2.54%
+27.60%
2034880.507
Retail - Cyclical

Strategic Advocates LLC's Historical Top Holdings Breakdowns

Strategic Advocates LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLB 		SPDR Portfolio Long Term Corporate Bond ETF2024-06-30New Buy
+1.37%
●
21.93 ($22.54) 23.08
$24.24
7.54%
New holding
153,210
153,210
VCLT 		Vanguard Long-Term Corporate Bond ETF2024-06-30Reduce
-1.29%
●
73.79 ($75.87) 77.66
$81.48
7.39%
Reduce -19.51%
177,070
-42,930
MCO 		Moody's Corporation2024-06-30Sold Out
-1.26%
●
370.33 ($397.85) 427.53
$479.00
20.40%
Sold Out
0
-8,359
KOMP 		SPDR S&P Kensho New Economies Composite ETF2024-06-30Add
+0.96%
●
43.76 ($46.3) 48.01
$48.31
4.34%
Add 12.42%
473,685
52,337
VRTX 		Vertex Pharmaceuticals Inc2024-06-30Sold Out
-0.89%
●
392.81 ($434.05) 485.53
$460.00
5.98%
Sold Out
0
-5,558
QQQ 		INVESCO QQQ Trust2024-06-30Add
+0.85%
●
414.65 ($449.75) 485.21
$483.04
7.40%
Add 9.94%
49,283
4,454
SCHF 		Schwab International Equity ETF2024-06-30Reduce
-0.76%
●
37.19 ($38.71) 39.82
$40.66
5.04%
Reduce -69.2%
22,509
-50,580
RPV 		Invesco S&P 500 Pure Value ETF2024-06-30Add
+0.72%
●
82.18 ($84.79) 87.85
$88.18
4.00%
Add 10.54%
229,486
21,874
LULU 		Lululemon Athletica Inc2024-06-30Sold Out
-0.66%
●
295.25 ($334.33) 385.2
$259.80
-22.29%
Sold Out
0
-4,392
AAPL 		Apple Inc2024-06-30Reduce
-0.63%
●
165 ($186.49) 216.67
$226.47
21.44%
Reduce -23.08%
31,692
-9,511

Strategic Advocates LLC Total Holding History ($B)

To

Strategic Advocates LLC's Asset Allocation

To

Strategic Advocates LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Strategic Advocates LLC's Hypothetical Growth since 2024-06-30

Strategic Advocates LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Strategic Advocates LLC's Holdings Heat Map

Size field:

Strategic Advocates LLC's Holdings Bubble Chart

Strategic Advocates LLC News

  • 1

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