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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 24     View All Holdings Currently Viewing:  Increased 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
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 13 - $117.96 $2,177,000 18,730 0.92% 995,000 6,911 0    Integrated Oil & Gas
   (AAPL)1 Year Chart         AAPL Apple Inc 14 - $183.05 $1,064,000 6,205 0.45% -92,000 200 0    Personal Computers
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 15 - $520.84 $1,025,000 1,959 0.43% 109,000 32 0    Closed - End Fund - E...
   (COP)1 Year Chart         COP ConocoPhillips 17 - $121.91 $934,000 7,340 0.39% 546,000 4,000 0.001    Integrated Oil & Gas
   (FLIA)1 Year Chart         FLIA Franklin Liberty Internatio... 18 - $0.00 $926,000 45,753 0.39% 40,000 2,278 0.051    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 22 - $96.24 $478,000 4,882 0.2% 4,000 102 0    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 25 - $60.61 $339,000 5,550 0.14% 31,000 17 0.003    Closed - End Fund - Debt
   (ITE)1 Year Chart         ITE Spdr Brcly Cap Intrmd Trm 31 - $27.73 $145,000 5,136 0.06% 8,000 353 0.001    Closed - End Fund - E...
   (PWR)1 Year Chart         PWR Quanta Services Inc 33 - $271.48 $122,000 468 0.05% 78,000 262 0    General Contractors
   (ASO)1 Year Chart         ASO Academy Sports & Outdoors, ... 55 - $0.00 $53,000 785 0.02% 17,000 233 0.001    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 63 - $222.54 $41,000 178 0.02% 38,000 166 0    Closed - End Fund - E...
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 67 - $80.59 $36,000 456 0.02% 3,000 15 0.001    N/A
   (AHLT)1 Year Chart         AHLT American Beacon Ahl Trend Etf 72 - $0.00 $32,000 1,335 0.01% 9,000 279 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 76 - $198.77 $30,000 150 0.01% 21,000 100 0    Domestic Money Center...
   (F)1 Year Chart         F Ford Motor Co 81 - $12.50 $23,000 1,728 0.01% 20,000 1,500 0    Auto Manufacturers
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 97 - $46.22 $14,000 306 0.01% 1,000 30 0    N/A
   (SUSB)1 Year Chart         SUSB Ishares Esg 1 To 5 Year Usd... 101 - $0.00 $11,000 446 0% 1,000 45 0    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 106 - $105.79 $10,000 85 0% 3,000 2 0    Entertainment - Diver...
   (T)1 Year Chart         T AT&T Corp 114 - $17.17 $9,000 500 0% 9,000 500 0    Long Distance Carriers
   (PMD)1 Year Chart         PMD Psychemedics Corp 126 - $2.55 $7,000 2,450 0% 3,000 1,050 0    Medical Laboratories ...
   (USDU)1 Year Chart         USDU Wisdomtree Bloomberg Us Dol... 148 - $26.56 $4,000 160 0% 2,000 100 0    N/A
   (PLUG)1 Year Chart         PLUG Plug Power Inc 153 - $2.56 $4,000 1,135 0% 3,000 1,000 0    Industrial Electrical...
   (RKLB)1 Year Chart         RKLB Rocket Lab Usa, Inc. 161 - $4.11 $3,000 820 0% -1,000 50 0    N/A
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 186 - $8.15 $1,000 120 0% 1,000 120 0    Broadcasting - TV

      24 Records Found
  1    
Page 1 of 1
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