Your Advocates Ltd., LLP Portfolio Holdings

Your Advocates Ltd., LLP

  • $199 Million
  • Q1 2025

Your Advocates Ltd., LLP has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $199 Million distributed in 211 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $35.4M, Dimensional ETF Tr Emerging Mk with a value of $23.8M, Pimco Active Bond Exchange Tra with a value of $20.4M, Schwab Intermediate Term Us Tr with a value of $19.5M, and Dimensional ETF Tr U S Small C with a value of $18M.

Examining the 13F form we can see an increase of $10.4M in the current position value, from $189M to 199M. Also it can be appreciated an additional of 9 stocks purchases and 1 closed positions.

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 $199 Million
ETFs: $191 Million
Energy: $4.69 Million
Technology: $1.77 Million
Industrials: $673,000
Consumer Cyclical: $390,000
Financial Services: $273,000
Healthcare: $153,000
Consumer Defensive: $90,000
Other: $113,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.4 Million 17.76% of portfolio
1,274,641
Q1 2025 Added 1.88%
$0
$23.8 Million 11.94% of portfolio
899,749
Q1 2025 Added 3.59%
$0
$20.4 Million 10.22% of portfolio
220,259
Q1 2025 Added 2.97%
$0
$19.5 Million 9.76% of portfolio
782,889
Q1 2025 Added 1.46%
$0
$18 Million 9.01% of portfolio
300,609
Q1 2025 Added 6.91%
$0
$17.7 Million 8.88% of portfolio
749,425
Q1 2025 Added 2.86%
$106B
$15.5 Million 7.76% of portfolio
53,680
Q1 2025 Reduced 3.96%
$0
$14.2 Million 7.11% of portfolio
181,027
Q1 2025 Added 1.52%
$0
$9.23 Million 4.63% of portfolio
255,434
Q1 2025 Added 3.28%
$0
$7.22 Million 3.62% of portfolio
234,552
Q1 2025 Added 1.49%
$0
$5.34 Million 2.68% of portfolio
194,871
Q1 2025 Added 3.44%
$0
$1.14 Million 0.57% of portfolio
2,041
Q1 2025 Added 1.44%
$0
$653,000 0.33% of portfolio
29,582
Q1 2025 Added 20.18%
$0
$608,000 0.31% of portfolio
20,379
Q1 2025 Added 14.86%
$0
$435,000 0.22% of portfolio
21,554
Q1 2025 Reduced 5.16%
$0
$417,000 0.21% of portfolio
4,225
Q1 2025 Added 5.89%
$0
$240,000 0.12% of portfolio
875
Q4 2024 New
$0
$221,000 0.11% of portfolio
5,266
Q1 2025 Reduced 0.85%
$0
$94,000 0.05% of portfolio
775
Q3 2024 Reduced 12.43%
$0
$100,000 0.05% of portfolio
1,048
Q4 2024 Added 0.19%
$0
$70,000 0.04% of portfolio
138
Q1 2025 Added 160.38%
$0
$72,000 0.04% of portfolio
2,530
Q4 2024 Reduced 47.1%
$0
$51,000 0.03% of portfolio
91
Q4 2024 Added 12.35%
$0
$54,000 0.03% of portfolio
673
Q4 2024 Added 0.45%
$0
$68,000 0.03% of portfolio
1,028
Q4 2024 New
$0
$38,000 0.02% of portfolio
412
Q1 2025 Added 14.76%
$0
$34,000 0.02% of portfolio
670
Q3 2024 Reduced 13.88%
$0
$34,000 0.02% of portfolio
889
Q2 2024 Added 0.11%
$0
$37,000 0.02% of portfolio
320
Q1 2025 Reduced 2.14%
$0
$32,000 0.02% of portfolio
1,189
Q4 2024 Reduced 0.08%
$0
$11,000 0.01% of portfolio
471
Q2 2024 Added 5.61%
$0
$23,000 0.01% of portfolio
55
Q1 2025 Added 22.22%
$0
$20,000 0.01% of portfolio
873
Q2 2024 Reduced 69.98%
$0
$16,000 0.01% of portfolio
84
Q1 2025 Added 6.33%
$0
$10,000 0.01% of portfolio
201
Q1 2025 Added 38.62%
$0
$11,000 0.01% of portfolio
111
Q3 2024 Reduced 10.48%
$0
$14,000 0.01% of portfolio
306
Q1 2024 Added 10.87%
$0
$24,000 0.01% of portfolio
610
Q4 2024 Reduced 0.16%
$0
$29,000 0.01% of portfolio
222
Q1 2023 Reduced 3.48%
$0
$13,000 0.01% of portfolio
50
Q1 2025 New
$0
$13,000 0.01% of portfolio
45
Q3 2024 Reduced 80.0%
$0
$26,000 0.01% of portfolio
155
Q4 2023 Reduced 7.74%
$0
$11,000 0.01% of portfolio
427
Q3 2022 New
$0
$2,000 0.0% of portfolio
12
Q4 2024 Reduced 93.26%
$0
$9,000 0.0% of portfolio
58
Q4 2023 Reduced 10.77%
$0
$5,000 0.0% of portfolio
198
Q1 2025 Added 125.0%
$0
$0 0.0% of portfolio
0
Q1 2025 Sold Out
$0
$0 0.0% of portfolio
10
Q3 2022 Reduced 66.67%
$0
$9,000 0.0% of portfolio
163
Q2 2023 Added 79.12%

Summary

  • Portfolio
  • No. of Stocks 211
  • Current Value $199 Million
  • Prior Value $189 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 38 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 19 stocks
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