Your Advocates Ltd., LLP Portfolio Holdings

Your Advocates Ltd., LLP

  • $192 Million
  • Q3 2024

Your Advocates Ltd., LLP has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Million distributed in 232 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $33.5M, Dimensional ETF Tr Emerging Mk with a value of $24M, Pimco Active Bond Exchange Tra with a value of $19M, Schwab Intermediate Term Us Tr with a value of $18.8M, and Dimensional ETF Tr U S Small C with a value of $17.6M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $180M to 192M.

Your Advocates Ltd., LLP is based out at Houston, TX

Below you can find more details about Your Advocates Ltd., LLP portfolio as well as his latest detailed transactions.

Portfolio value $192 Million
ETFs: $184 Million
Energy: $3.66 Million
Technology: $1.87 Million
Consumer Cyclical: $917,000
Industrials: $822,000
Financial Services: $391,000
Healthcare: $315,000
Consumer Defensive: $102,000
Other: $152,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$508B
$2.13 Million 1.11% of portfolio
18,159
Q3 2024 Reduced 2.29%
$3.69T
$1.34 Million 0.7% of portfolio
5,758
Q3 2024 Reduced 5.79%
$142B
$762,000 0.4% of portfolio
7,240
Q3 2024 Reduced 1.36%
$1.11T
$603,000 0.31% of portfolio
2,305
Q3 2024 Reduced 2.0%
$16.2B
$453,000 0.24% of portfolio
4,392
Q1 2024 Reduced 3.6%
$29B
$302,000 0.16% of portfolio
10,419
Q2 2024 New
$62.7B
$207,000 0.11% of portfolio
4,957
Q4 2023 Reduced 27.48%
$3.11T
$194,000 0.1% of portfolio
453
Q3 2024 Added 0.44%
$79B
$181,000 0.09% of portfolio
1,112
Q4 2023 Reduced 67.72%
$553B
$174,000 0.09% of portfolio
298
Q4 2023 Reduced 14.86%
$88.1B
$142,000 0.07% of portfolio
300
Q1 2020 New
$127B
$89,000 0.05% of portfolio
325
Q3 2023 Reduced 18.75%
$78.1B
$90,000 0.05% of portfolio
331
Q3 2023 Reduced 2.93%
$115B
$89,000 0.05% of portfolio
914
Q1 2021 Reduced 0.11%
$2.01T
$79,000 0.04% of portfolio
429
Q3 2024 Reduced 2.05%
$210B
$78,000 0.04% of portfolio
200
Q3 2023 New
$57.6B
$65,000 0.03% of portfolio
600
Q2 2024 Added 20.0%
$427B
$52,000 0.03% of portfolio
59
Q2 2024 Reduced 48.25%
$430B
$59,000 0.03% of portfolio
146
Q3 2024 Reduced 11.52%
$13.8B
$56,000 0.03% of portfolio
2,000
Q3 2023 New
$2.64B
$33,000 0.02% of portfolio
1,500
Q3 2023 New
$37.7B
$31,000 0.02% of portfolio
100
Q3 2024 Added 81.82%
$39.6B
$43,000 0.02% of portfolio
296
Q3 2023 Reduced 45.79%
$40.3B
$35,000 0.02% of portfolio
200
Q1 2022 New
$127B
$32,000 0.02% of portfolio
400
Q3 2024 Reduced 20.0%
$44B
$47,000 0.02% of portfolio
810
Q4 2023 Added 482.73%
$27.7B
$35,000 0.02% of portfolio
1,900
Q3 2024 Reduced 17.57%
$58.9B
$29,000 0.02% of portfolio
37
Q1 2020 New
$276B
$42,000 0.02% of portfolio
598
Q2 2024 Reduced 29.48%
$95.4B
$45,000 0.02% of portfolio
500
Q3 2024 Reduced 16.67%
$1.68B
$29,000 0.02% of portfolio
7,500
Q3 2023 New
$113B
$25,000 0.01% of portfolio
300
Q1 2020 New
$39.8B
$10,000 0.01% of portfolio
150
Q3 2024 New
$19.3B
$28,000 0.01% of portfolio
1,076
Q4 2023 Reduced 73.39%
$30.4B
$22,000 0.01% of portfolio
140
Q3 2023 Reduced 47.17%
$729B
$10,000 0.01% of portfolio
50
Q2 2024 Reduced 66.67%
$26.9B
$22,000 0.01% of portfolio
500
Q4 2023 New
$5.04B
$24,000 0.01% of portfolio
2,000
Q4 2023 Reduced 80.0%
$31.3B
$11,000 0.01% of portfolio
40
Q2 2024 New
$66.5B
$18,000 0.01% of portfolio
110
Q3 2024 Added 900.0%
$149B
$20,000 0.01% of portfolio
85
Q2 2023 Added 41.67%
$54.3B
$13,000 0.01% of portfolio
100
Q3 2023 Reduced 65.52%
$148B
$28,000 0.01% of portfolio
434
Q2 2024 Reduced 2.03%
$35.9B
$15,000 0.01% of portfolio
275
Q1 2020 New
$52.3B
$12,000 0.01% of portfolio
151
Q3 2023 Reduced 56.98%
$354B
$21,000 0.01% of portfolio
180
Q3 2024 Reduced 80.43%
-
$0 0.0% of portfolio
-
Q3 2023 Added 100.0%
$2.16B
$3,000 0.0% of portfolio
200
Q1 2020 New
$67.3M
$0 0.0% of portfolio
700
Q1 2021 New

Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $192 Million
  • Prior Value $180 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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