Your Advocates Ltd., LLP has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $189 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $32.3M, Dimensional ETF Tr Emerging Mk with a value of $22.7M, Pimco Active Bond Exchange Tra with a value of $19.3M, Schwab Intermediate Term Us Tr with a value of $18.7M, and Dimensional ETF Tr U S Small C with a value of $18.3M.

Examining the 13F form we can see an decrease of $3.53M in the current position value, from $192M to 189M.

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 $189 Million
ETFs: $181 Million
Energy: $3.67 Million
Technology: $2.02 Million
Industrials: $751,000
Consumer Cyclical: $307,000
Financial Services: $282,000
Healthcare: $155,000
Consumer Defensive: $105,000
Other: $131,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $189 Million
  • Prior Value $192 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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