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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70M
$0 0.0% of portfolio
700
Q1 2021 New
$81.9M
$0 0.0% of portfolio
1
Q3 2024 Reduced 66.67%
$85.7M
$0 0.0% of portfolio
12
Q3 2024 Reduced 96.0%
$91.2M
$0 0.0% of portfolio
100
Q1 2021 New
$205M
$0 0.0% of portfolio
27
Q2 2024 Added 285.71%
$289M
$3,000 0.0% of portfolio
2,350
Q4 2022 Added 571.43%

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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