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  Name: Your Advocates Ltd. LLP
  City: HOUSTON
  State: TX
  Zip: 77024
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $236,915,000
  Total Value Change : $-11,550,000
  Securities Held Change : 0
   
All Securities Held : 236
  New Positions : 18
  Closed Positions : 21
  Increased Positions : 24
  Unchanged Positions : 153
  Decreased Positions : 41

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Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (UAPR)1 Year Chart         UAPR Innovator S&p 500 Ultra Buf... 21 New $0.00 $500,000 17,743 0.21% 500,000 17,743 0.444    N/A
   (SAPGF)1 Year Chart         SAPGF Sap AG (Germany) 38 New $190.00 $96,000 492 0.04% 96,000 492 0    N/A
   (CNP)1 Year Chart         CNP CenterPoint Energy Inc 52 New $29.70 $62,000 2,164 0.03% 62,000 2,164 0    Multi Utilities
   (WELL)1 Year Chart         WELL Welltower Inc 80 New $98.83 $23,000 250 0.01% 23,000 250 0    REIT - Healthcare Fac...
   (CPT)1 Year Chart         CPT Camden Property Trust 88 New $106.64 $20,000 200 0.01% 20,000 200 0    REIT - Housing/Apartm...
   (GIS)1 Year Chart         GIS General Mills Inc 92 New $70.70 $17,000 250 0.01% 17,000 250 0    Food - Major Diversified
   (PFE)1 Year Chart         PFE Pfizer Inc 96 New $28.01 $14,000 506 0.01% 14,000 506 0    Drug Manufacturers - ...
   (BXMT)1 Year Chart         BXMT Blackstone Mortgage Trust Inc 107 New $17.86 $10,000 500 0% 10,000 500 0    REIT - Diversified
   (XLE)1 Year Chart         XLE SPDR Energy Sector 105 New $93.83 $10,000 101 0% 10,000 101 0    Closed - End Fund - E...
   (GM)1 Year Chart         GM General Motors Co 109 New $42.66 $9,000 200 0% 9,000 200 0    Auto Manufacturers
   (XLF)1 Year Chart         XLF SPDR Financial Sector 138 New $41.83 $5,000 123 0% 5,000 123 0    Closed - End Fund - E...
   (ACRE)1 Year Chart         ACRE Ares Commercial Real Estate... 157 New $6.91 $4,000 500 0% 4,000 500 0    REIT - Diversified
   (PK)1 Year Chart         PK Park Hotels & Resorts Inc. 158 New $15.75 $3,000 157 0% 3,000 157 0.001    N/A
   (PEAK)1 Year Chart         PEAK Healthpeak Properties 165 New $35.78 $3,000 150 0% 3,000 150 0    REIT - Healthcare Fac...
   (SDIV)1 Year Chart         SDIV Global X Superdividend Etf 172 New $22.43 $2,000 83 0% 2,000 83 0    N/A
   (HELO)1 Year Chart         HELO Jpmorgan Hedged Equity Ladd... 209 New $0.00 $0 0 0% 0 0 0    N/A
   (STM)1 Year Chart         STM STMicroelectronics N.V. (ADR) 238 New $40.51 $0 5 0% 0 5 0    Semiconductor- Broad...
   (SDRL)1 Year Chart         SDRL Seadrill Ord Shs 237 New $0.00 $0 2 0% 0 2 0    N/A

      18 Records Found
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