Strategic Advocates LLC Reduced Holdings in Q3 2025

Strategic Advocates LLC

  • $384 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-27.7K
- 83.82%
$38.58 - $58.24 $1.07M - $1.61M
5.35K $210M
ISRG
Intuitive Surgical Inc

Healthcare
-504
- 7.13%
$433.66 - $544.47 $219K - $274K
6.57K $2.94B
MSTR
Microstrategy Inc

Technology
-304
- 3.8%
$300.7 - $455.9 $91.4K - $139K
7.69K $2.48B
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
-19.2K
- 42.34%
$23.75 - $25.0 $457K - $481K
26.2K $629M
VVR
Invesco Senior Income Trust

Financial Services
-111K
- 43.73%
$3.39 - $3.83 $375K - $423K
142K $492M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-5.55K
- 50.91%
$87.69 - $96.0 $487K - $533K
5.36K $505M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-10.2K
- 43.73%
$42.13 - $44.1 $429K - $449K
13.1K $564M
KIO
Kkr Income Opportunities Fund

Financial Services
-36.2K
- 43.93%
$12.34 - $12.82 $447K - $464K
46.2K $583M
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
-27.5K
- 45.49%
$16.64 - $17.8 $458K - $489K
32.9K $570M
NFLX
Netflix Inc

Communication Services
-17
- 0.59%
$1147.87 - $1297.18 $19.5K - $22.1K
2.85K $3.42B
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-19.9K
- 41.67%
$20.24 - $21.27 $402K - $422K
27.8K $587M
TTD
Trade Desk, Inc.

Technology
-172
- 1.0%
$43.93 - $89.76 $7.56K - $15.4K
17K $834M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
-22.8K
- 41.73%
$16.94 - $17.91 $387K - $409K
31.9K $568M
Flaherty & Crumrine Dynamic Pf Shs
-18.5K
- 42.04%
N/A
25.5K $551M
PGR
Progressive Corp

Financial Services
-450
- 5.39%
$238.61 - $264.3 $107K - $119K
7.9K $1.95B
AMAT
Applied Materials Inc

Technology
-1.1K
- 33.37%
$156.25 - $204.95 $172K - $225K
2.2K $450M
ADBE
Adobe Inc.

Technology
-126
- 14.82%
$333.65 - $392.1 $42K - $49.4K
724 $255M
SUN
Sunoco LP

Energy
-309
- 5.17%
$48.42 - $55.31 $15K - $17.1K
5.67K $283M
MA
Mastercard Inc

Financial Services
-60
- 8.71%
$550.18 - $598.96 $33K - $35.9K
629 $358M
DIS
Walt Disney CO

Communication Services
-83
- 4.81%
$112.25 - $124.0 $9.32K - $10.3K
1.64K $188M
SNPS
Synopsys Inc

Technology
-29
- 6.52%
$387.78 - $645.35 $11.2K - $18.7K
416 $205M
SCHO
Schwab Short Term Us Treasury

ETFs
-368
- 4.13%
$24.23 - $24.42 $8.92K - $8.99K
8.55K $209M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-60
- 2.2%
$82.96 - $95.7 $4.98K - $5.74K
2.67K $240M
SPY
Spdr S&P 500 ETF Trust

ETFs
-17
- 4.21%
$617.65 - $666.84 $10.5K - $11.3K
387 $258M
Fidelity Wise Origin Bitcoin Fund
-29
- 1.22%
N/A
2.35K $234M
F
Ford Motor CO

Consumer Cyclical
-10
- 0.09%
$10.82 - $12.09 $108 - $121
11.6K $138M
BOTZ
Global X Fds

ETFs
-2.6K
- 6.41%
$32.14 - $35.96 $83.4K - $93.3K
37.9K $1.34B
MRVL
Marvell Technology, Inc.

Technology
-5
- 0.13%
$62.31 - $84.07 $312 - $420
3.95K $332M
DDOG
Datadog, Inc.

Technology
-71
- 0.72%
$124.52 - $155.15 $8.84K - $11K
9.74K $1.39B
DELL
Dell Technologies Inc.

Technology
-6
- 0.13%
$120.96 - $141.77 $726 - $851
4.5K $638M
MSFT
Microsoft Corp

Technology
-162
- 1.58%
$491.09 - $535.64 $79.6K - $86.8K
10.1K $5.21B
Grayscale Ethereum Mini Trust ETF
-2.99K
- 18.95%
N/A
12.8K $502M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-3.04K
- 7.02%
$30.8 - $36.87 $93.7K - $112K
40.3K $1.48B
EME
Emcor Group, Inc.

Industrials
-22
- 1.29%
$530.88 - $655.83 $11.7K - $14.4K
1.69K $1.1B
INTC
Intel Corp

Technology
-65
- 0.39%
$19.31 - $35.5 $1.26K - $2.31K
16.7K $559M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-423
- 0.56%
$28.92 - $32.19 $12.2K - $13.6K
75.1K $2.4B
Grayscale Ethereum Trust ETF
-6.25K
- 15.65%
N/A
33.7K $1.15B
SOFI
So Fi Technologies, Inc.

Financial Services
-6.89K
- 9.51%
$17.64 - $29.81 $122K - $205K
65.6K $1.73B
GOOGL
Alphabet Inc.

Communication Services
-388
- 2.25%
$174.36 - $254.72 $67.7K - $98.8K
16.9K $4.11B
TSLA
Tesla, Inc.

Consumer Cyclical
-811
- 5.79%
$293.94 - $444.72 $238K - $361K
13.2K $5.87B
AAPL
Apple Inc.

Technology
-260
- 0.72%
$202.38 - $256.87 $52.6K - $66.8K
36K $9.16B
Activity Summary
Buys All Purchases 558 New Holdings 487 Increased Positions 71 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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