Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INTERMEDIATE TERM BOND ETF (BIV) | 285,136 | +154,895 | $21,499 |
BIV | 285,136 | +154,895 | $21,499 |
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF (KOMP) | 421,348 | +408,957 | $20,258 |
KOMP | 421,348 | +408,957 | $20,258 |
INVESCO QQQ TRUST SERIES I | 44,829 | +42,729 | $19,905 |
QQQ | 44,829 | +42,729 | $19,905 |
INVESCO S&P 500 PURE VALUE ETF (RPV) | 207,612 | +195,001 | $18,361 |
RPV | 207,612 | +195,001 | $18,361 |
VANGUARD LONG TERM CORPORATE BOND ETF (VCLT) | 220,000 | +210,703 | $17,211 |
VCLT | 220,000 | +210,703 | $17,211 |
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | 230,824 | +115,516 | $11,911 |
IEMG | 230,824 | +115,516 | $11,911 |
VANGUARD S&P SMALL CAP 600 GROWTH ETF (VIOG) | 98,301 | +92,023 | $11,052 |
VIOG | 98,301 | +92,023 | $11,052 |
NVIDIA CORPORATION COM | 9,768 | +1,390 | $8,826 |
NVDA | 9,768 | +1,390 | $8,826 |
PIMCO 0 5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE TRADED FUND PIMCO 0 (HYS) | 83,046 | +76,017 | $7,763 |
HYS | 83,046 | +76,017 | $7,763 |
APPLE INC COM | 41,203 | -17,308 | $7,065 |
AAPL | 41,203 | -17,308 | $7,065 |
AMAZON COM INC COM | 34,645 | +3,880 | $6,249 |
AMZN | 34,645 | +3,880 | $6,249 |
ISHARES 1 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | 78,824 | +78,824 | $4,042 |
IGSB | 78,824 | +78,824 | $4,042 |
INTUITIVE SURGICAL INC COM NEW | 9,829 | +2,032 | $3,923 |
ISRG | 9,829 | +2,032 | $3,923 |
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) | 38,961 | -180,712 | $3,612 |
SCHG | 38,961 | -180,712 | $3,612 |
ALPHABET INC CAP STK CL A | 22,603 | +8,511 | $3,411 |
GOOGL | 22,603 | +8,511 | $3,411 |
MOODYS CORP COM | 8,359 | +6,469 | $3,285 |
MCO | 8,359 | +6,469 | $3,285 |
SPDR S&P 600 SMALL CAP GROWTH ETF (SLYG) | 36,124 | -90,830 | $3,151 |
SLYG | 36,124 | -90,830 | $3,151 |
SALESFORCE INC COM | 10,080 | +3,446 | $3,036 |
CRM | 10,080 | +3,446 | $3,036 |
FORTINET INC COM | 43,465 | +32,137 | $2,969 |
FTNT | 43,465 | +32,137 | $2,969 |
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | 73,089 | -131,096 | $2,852 |
SCHF | 73,089 | -131,096 | $2,852 |
ADOBE INC COM | 5,358 | +3,840 | $2,704 |
ADBE | 5,358 | +3,840 | $2,704 |
ISHARES RUSSELL MID CAP GROWTH ETF (IWP) | 23,638 | +848 | $2,698 |
IWP | 23,638 | +848 | $2,698 |
SYNOPSYS INC COM | 4,682 | +4,682 | $2,676 |
SNPS | 4,682 | +4,682 | $2,676 |
SCHWAB US DIVIDEND EQUITY ETF (SCHD) | 30,493 | -153,810 | $2,459 |
SCHD | 30,493 | -153,810 | $2,459 |
SCHWAB SHORT TERM US TREASURY ETF (SCHO) | 48,380 | -99,926 | $2,332 |
SCHO | 48,380 | -99,926 | $2,332 |
VERTEX PHARMACEUTICALS INC COM | 5,558 | +5,558 | $2,323 |
VRTX | 5,558 | +5,558 | $2,323 |
MICROSOFT CORP COM | 5,219 | -7,456 | $2,196 |
MSFT | 5,219 | -7,456 | $2,196 |
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) | 19,759 | +7,666 | $1,935 |
AGG | 19,759 | +7,666 | $1,935 |
VANGUARD GROWTH ETF (VUG) | 5,313 | +3,844 | $1,829 |
VUG | 5,313 | +3,844 | $1,829 |
ISHARES CORE AGGRESSIVE ALLOCATION ETF (AOA) | 24,836 | +919 | $1,824 |
AOA | 24,836 | +919 | $1,824 |
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF (IBND) | 62,352 | +7,938 | $1,815 |
IBND | 62,352 | +7,938 | $1,815 |
LULULEMON ATHLETICA INC COM | 4,392 | +4,392 | $1,716 |
LULU | 4,392 | +4,392 | $1,716 |
INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF (PHB) | 87,506 | +15,574 | $1,586 |
PHB | 87,506 | +15,574 | $1,586 |
META PLATFORMS INC CL A | 3,201 | -4,727 | $1,554 |
META | 3,201 | -4,727 | $1,554 |
TESLA INC COM | 8,662 | -6,150 | $1,523 |
TSLA | 8,662 | -6,150 | $1,523 |
BANK AMERICA CORP COM | 39,323 | -2,330 | $1,491 |
BAC | 39,323 | -2,330 | $1,491 |
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) | 39,848 | +905 | $1,442 |
SPEM | 39,848 | +905 | $1,442 |
ISHARES CORE S&P MID CAP ETF (IJH) | 22,195 | -27,124 | $1,348 |
IJH | 22,195 | -27,124 | $1,348 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETF (VYM) | 10,808 | +7,409 | $1,308 |
VYM | 10,808 | +7,409 | $1,308 |
AMERICAN EXPRESS CO COM | 5,500 | -1,389 | $1,252 |
AXP | 5,500 | -1,389 | $1,252 |
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF (PICK) | 29,811 | +3,236 | $1,243 |
PICK | 29,811 | +3,236 | $1,243 |
MATERIALS SELECT SECTOR SPDR FUND (XLB) | 13,149 | +4,428 | $1,221 |
XLB | 13,149 | +4,428 | $1,221 |
APPLIED MATLS INC COM | 5,579 | +944 | $1,150 |
AMAT | 5,579 | +944 | $1,150 |
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB) | 21,702 | -122,972 | $1,118 |
IGLB | 21,702 | -122,972 | $1,118 |
THE TRADE DESK INC COM CL A | 11,827 | -731 | $1,034 |
TTD | 11,827 | -731 | $1,034 |
COCA COLA CO COM | 16,139 | -973 | $987 |
KO | 16,139 | -973 | $987 |
CHEVRON CORP NEW COM | 6,035 | -505 | $952 |
CVX | 6,035 | -505 | $952 |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY) | 25,226 | +985 | $923 |
USHY | 25,226 | +985 | $923 |
IQ HEDGE MULTI STRATEGY TRACKER ETF (QAI) | 29,193 | +11,087 | $902 |
QAI | 29,193 | +11,087 | $902 |
INVESCO SENIOR LOAN ETF (BKLN) | 42,201 | +2,213 | $893 |
BKLN | 42,201 | +2,213 | $893 |
See Full List: All Stocks Held By Strategic Advocates LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Strategic Advocates LLC
Size ($ in 1000's)
At 03/31/2024: $259,721 At 12/31/2023: $235,366 Strategic Advocates LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Strategic Advocates LLC 13F filings. Link to 13F filings: SEC filings |