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Name: |
Your Advocates Ltd. LLP |
City: |
HOUSTON |
State: |
TX |
Zip: |
77024 |
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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 |
|
SLB |
Schlumberger Ltd |
26 |
- |
$48.50 |
$272,000 |
4,957 |
0.11% |
14,000 |
0 |
0 |
Oil & Gas Equipment &... |
|
MPC |
Marathon Petroleum Corp |
28 |
- |
$179.56 |
$224,000 |
1,112 |
0.09% |
59,000 |
0 |
0 |
Oil & Gas Refining, P... |
|
UNH |
Unitedhealth Group Inc |
30 |
- |
$512.81 |
$147,000 |
298 |
0.06% |
-10,000 |
0 |
0 |
Health Care Plans |
|
TMFG |
Motley Fool Global Opportun... |
32 |
- |
$0.00 |
$137,000 |
4,528 |
0.06% |
11,000 |
0 |
0.023 |
N/A |
|
MCO |
Moodys Corp |
34 |
- |
$400.35 |
$118,000 |
300 |
0.05% |
1,000 |
0 |
0 |
Business Services |
|
HPQ |
HP Inc |
35 |
- |
$29.72 |
$105,000 |
3,473 |
0.04% |
0 |
0 |
0 |
Diversified Computer ... |
|
ITOT |
iShares Core S&P Total US |
36 |
- |
$114.52 |
$102,000 |
885 |
0.04% |
9,000 |
0 |
0 |
Closed - End Fund - E... |
|
SUSL |
Ishares Esg Msci Usa Leader... |
37 |
- |
$0.00 |
$98,000 |
1,046 |
0.04% |
10,000 |
0 |
0.002 |
N/A |
|
FDX |
Fedex Corp |
39 |
- |
$265.73 |
$96,000 |
331 |
0.04% |
12,000 |
0 |
0 |
AirDelivery & Freight... |
|
COST |
Costco Wholesale Corp |
42 |
- |
$787.19 |
$84,000 |
114 |
0.04% |
9,000 |
0 |
0 |
Discount, Variety Stores |
|
SBUX |
Starbucks Corp |
41 |
- |
$76.11 |
$84,000 |
914 |
0.04% |
-4,000 |
0 |
0 |
Specialty Eateries |
|
ADP |
Automatic Data Processing Inc |
43 |
- |
$246.86 |
$81,000 |
325 |
0.03% |
5,000 |
0 |
0 |
Business Software & S... |
|
CIM |
Chimera Investment Corp |
44 |
- |
$4.61 |
$76,000 |
16,490 |
0.03% |
-6,000 |
0 |
0.007 |
Closed - End Fund - Debt |
|
CAT |
Caterpillar Inc |
45 |
- |
$354.79 |
$73,000 |
200 |
0.03% |
14,000 |
0 |
0 |
Farm & Construction M... |
|
ALL |
Allstate Corp |
46 |
- |
$172.71 |
$69,000 |
400 |
0.03% |
13,000 |
0 |
0 |
Property & Casualty I... |
|
GOVT |
Ishares Barclays Us Treasur... |
48 |
- |
$0.00 |
$66,000 |
2,908 |
0.03% |
-1,000 |
0 |
0 |
N/A |
|
IVV |
iShares Core S&P 500 Etf |
49 |
- |
$523.39 |
$64,000 |
122 |
0.03% |
6,000 |
0 |
0 |
Closed - End Fund - E... |
|
NVDA |
NVIDIA Corporation |
51 |
- |
$898.78 |
$63,000 |
70 |
0.03% |
28,000 |
0 |
0 |
Semiconductor - Speci... |
|
HD |
Home Depot Inc |
50 |
- |
$346.43 |
$63,000 |
165 |
0.03% |
6,000 |
0 |
0 |
Home Improvement Stores |
|
DD |
DuPont de Nemours Inc |
53 |
- |
$78.76 |
$62,000 |
811 |
0.03% |
0 |
0 |
0 |
Diversified Chemicals |
|
GE |
General Electric Co |
54 |
- |
$163.38 |
$61,000 |
350 |
0.03% |
16,000 |
0 |
0 |
Conglomerates |
|
TOST |
Toast, Inc. |
57 |
- |
$26.83 |
$50,000 |
2,000 |
0.02% |
13,000 |
0 |
0 |
N/A |
|
DOW |
DOW Inc |
58 |
- |
$59.41 |
$48,000 |
822 |
0.02% |
3,000 |
0 |
0 |
Diversified Chemicals |
|
CTVA |
Corteva, Inc. |
60 |
- |
$57.48 |
$47,000 |
810 |
0.02% |
8,000 |
0 |
0 |
N/A |
|
SO |
Southern Co |
59 |
- |
$78.14 |
$47,000 |
650 |
0.02% |
1,000 |
0 |
0 |
Electric Utilities |
|
TTD |
Trade Desk, Inc. |
61 |
- |
$87.26 |
$44,000 |
500 |
0.02% |
8,000 |
0 |
0 |
N/A |
|
A |
Agilent Technologies Inc |
62 |
- |
$149.76 |
$43,000 |
296 |
0.02% |
2,000 |
0 |
0 |
Scientific & Technica... |
|
CIFR |
Cipher Mining Inc |
65 |
- |
$3.72 |
$39,000 |
7,500 |
0.02% |
8,000 |
0 |
0.003 |
N/A |
|
ESML |
iShares MSCI USA Sml-Cp ESG... |
68 |
- |
$0.00 |
$36,000 |
888 |
0.02% |
2,000 |
0 |
0 |
N/A |
|
XOP |
SPDR S&P Oil & Gas Explorat... |
70 |
- |
$150.68 |
$34,000 |
222 |
0.01% |
4,000 |
0 |
0 |
Closed - End Fund - E... |
|
MARA |
Marathon Patent Group Inc |
69 |
- |
$17.16 |
$34,000 |
1,500 |
0.01% |
-1,000 |
0 |
0.001 |
N/A |
|
SHOP |
Shopify Inc |
73 |
- |
$58.94 |
$31,000 |
400 |
0.01% |
0 |
0 |
0 |
N/A |
|
MRO |
Marathon Oil Corp |
74 |
- |
$26.59 |
$30,000 |
1,076 |
0.01% |
4,000 |
0 |
0.001 |
Oil & Gas Refining, P... |
|
GRMN |
Garmin Ltd |
75 |
- |
$168.93 |
$30,000 |
200 |
0.01% |
4,000 |
0 |
0 |
Scientific & Technica... |
|
SCHE |
Schwab Emerging Markets Equ... |
77 |
- |
$26.32 |
$30,000 |
1,190 |
0.01% |
0 |
0 |
0 |
N/A |
|
URI |
United Rentals Inc |
78 |
- |
$698.13 |
$27,000 |
37 |
0.01% |
6,000 |
0 |
0 |
Rental & Leasing Serv... |
|
VTV |
Vanguard Value VIPERS |
79 |
- |
$161.40 |
$25,000 |
155 |
0.01% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
|
CQP |
Cheniere Energy Partners |
82 |
- |
$47.60 |
$23,000 |
145 |
0.01% |
-2,000 |
0 |
0 |
Oil & Gas Pipelines &... |
|
HUT |
Hut 8 Mining Corp |
85 |
- |
$2.27 |
$22,000 |
2,000 |
0.01% |
-5,000 |
0 |
0 |
N/A |
|
GILD |
Gilead Sciences Inc |
86 |
- |
$65.96 |
$22,000 |
300 |
0.01% |
-2,000 |
0 |
0 |
Biotechnology |
|
KEYS |
Keysight Technologies Inc |
84 |
- |
$150.21 |
$22,000 |
140 |
0.01% |
0 |
0 |
0.002 |
N/A |
|
UNP |
Union Pacific Corp |
87 |
- |
$247.40 |
$21,000 |
85 |
0.01% |
0 |
0 |
0 |
Railroads |
|
RBLX |
Roblox Corp |
89 |
- |
$0.00 |
$19,000 |
500 |
0.01% |
-4,000 |
0 |
0 |
N/A |
|
VLO |
Valero Energy Corp |
91 |
- |
$156.13 |
$17,000 |
100 |
0.01% |
4,000 |
0 |
0 |
Oil & Gas Refining, P... |
|
SLF |
Sun Life Financial Inc (USA) |
93 |
- |
$50.10 |
$15,000 |
275 |
0.01% |
1,000 |
0 |
0.011 |
Life & Health Insurance |
|
AVGO |
Broadcom Limited |
95 |
- |
$1,332.80 |
$15,000 |
11 |
0.01% |
3,000 |
0 |
0 |
Semiconductor- Broad... |
|
DXJS |
Wisdomtree Japan Hedged Sma... |
94 |
- |
$34.20 |
$15,000 |
444 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
MGK |
Vanguard Mega Cap 300 Gr In... |
98 |
- |
$277.92 |
$13,000 |
45 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
IJR |
iShares Core S&P Small-Cap |
99 |
- |
$108.98 |
$12,000 |
111 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
FIS |
Fidelity National Information |
103 |
- |
$74.64 |
$11,000 |
151 |
0% |
2,000 |
0 |
0 |
Business Services |
|
DFEV |
Dfa Dimensional Emerging Ma... |
102 |
- |
$0.00 |
$11,000 |
427 |
0% |
0 |
0 |
0 |
N/A |
|
NKE |
Nike Inc B |
100 |
- |
$90.94 |
$11,000 |
112 |
0% |
-1,000 |
0 |
0.002 |
Textile - Apparel Foo... |
|
AME |
Ametek Inc |
112 |
- |
$170.80 |
$9,000 |
50 |
0% |
1,000 |
0 |
0 |
Industrial Electrical... |
|
RSG |
Republic Services Inc |
110 |
- |
$189.24 |
$9,000 |
45 |
0% |
2,000 |
0 |
0 |
Waste Management |
|
MQ |
Marqeta, Inc. |
116 |
- |
$5.51 |
$9,000 |
1,500 |
0% |
-1,000 |
0 |
0 |
N/A |
|
IEV |
iShares S&P Europe 350 Index |
111 |
- |
$57.03 |
$9,000 |
163 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
APH |
Amphenol Corp |
115 |
- |
$127.57 |
$9,000 |
75 |
0% |
2,000 |
0 |
0 |
Diversified Electronics |
|
CMI |
Cummins Inc |
113 |
- |
$298.61 |
$9,000 |
30 |
0% |
2,000 |
0 |
0 |
Diversified Machinery |
|
VOE |
Vanguard Mid-Cap Value ETF |
108 |
- |
$154.33 |
$9,000 |
58 |
0% |
1,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
TRV |
Travelers Companies Inc |
118 |
- |
$218.50 |
$8,000 |
35 |
0% |
1,000 |
0 |
0 |
Property & Casualty I... |
|
FISV |
Fiserv Inc |
119 |
- |
$154.22 |
$8,000 |
50 |
0% |
1,000 |
0 |
0 |
Business Software & S... |
|
ITW |
Illinois Tool Works Inc |
124 |
- |
$250.33 |
$7,000 |
25 |
0% |
0 |
0 |
0 |
Diversified Machinery |
|
SYK |
Stryker Corp |
120 |
- |
$330.58 |
$7,000 |
20 |
0% |
1,000 |
0 |
0.047 |
Medical Instruments &... |
|
ATR |
AptarGroup Inc |
125 |
- |
$148.49 |
$7,000 |
50 |
0% |
1,000 |
0 |
0 |
Rubber & Plastics |
|
MCD |
McDonalds Corp |
123 |
- |
$275.00 |
$7,000 |
25 |
0% |
0 |
0 |
0 |
Restaurants |
|
USB |
US Bancorp Delaware |
121 |
- |
$41.85 |
$7,000 |
165 |
0% |
0 |
0 |
0 |
Domestic Regional Banks |
|
DXC |
DXC Technology Co |
134 |
- |
$19.41 |
$6,000 |
287 |
0% |
-1,000 |
0 |
0 |
N/A |
|
XYL |
Xylem Inc. |
131 |
- |
$143.00 |
$6,000 |
50 |
0% |
0 |
0 |
0 |
Diversified Machinery |
|
TMO |
Thermo Fisher Scientific |
128 |
- |
$593.03 |
$6,000 |
10 |
0% |
1,000 |
0 |
0 |
Medical Laboratories ... |
|
DHR |
Danaher Corp |
133 |
- |
$253.38 |
$6,000 |
25 |
0% |
0 |
0 |
0 |
General Building Mate... |
|
ENB |
Enbridge Inc (USA) |
132 |
- |
$37.80 |
$6,000 |
177 |
0% |
0 |
0 |
0 |
Oil & Gas Pipelines &... |
|
GRID |
First Trust NASDAQ Clean Ed... |
127 |
- |
$118.34 |
$6,000 |
49 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - Debt |
|
DXCM |
DexCom Inc |
135 |
- |
$127.05 |
$6,000 |
44 |
0% |
1,000 |
0 |
0 |
Medical Instruments &... |
|
VRSK |
Verisk Analytics, Inc. |
130 |
- |
$248.31 |
$6,000 |
25 |
0% |
0 |
0 |
0 |
Business Services |
|
BP |
BP Plc (ADR) |
136 |
- |
$37.84 |
$6,000 |
150 |
0% |
1,000 |
0 |
0 |
Integrated Oil & Gas |
|
BSX |
Boston Scientific Corp |
137 |
- |
$73.69 |
$5,000 |
79 |
0% |
0 |
0 |
0 |
Medical Instruments &... |
|
CGNX |
Cognex Corp |
145 |
- |
$46.42 |
$5,000 |
121 |
0% |
0 |
0 |
0 |
Scientific & Technica... |
|
PINS |
Pinterest, Inc. |
141 |
- |
$42.00 |
$5,000 |
150 |
0% |
-1,000 |
0 |
0 |
N/A |
|
ACN |
Accenture Plc |
140 |
- |
$306.33 |
$5,000 |
15 |
0% |
0 |
0 |
0 |
Management Services |
|
MS |
Morgan Stanley |
144 |
- |
$98.28 |
$5,000 |
56 |
0% |
0 |
0 |
0 |
Investment Brokerage ... |
|
HON |
Honeywell International Inc |
139 |
- |
$202.92 |
$5,000 |
23 |
0% |
0 |
0 |
0 |
Conglomerates |
|
AMGN |
Amgen Inc |
142 |
- |
$310.15 |
$5,000 |
18 |
0% |
0 |
0 |
0 |
Biotechnology |
|
XES |
Spdr S&p Oil & Gas Equipmen... |
155 |
- |
$92.10 |
$4,000 |
47 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
INDI |
Indie Semiconductor, Inc. |
149 |
- |
$5.76 |
$4,000 |
540 |
0% |
0 |
0 |
0 |
N/A |
|
NOW |
Servicenow, Inc. |
156 |
- |
$729.79 |
$4,000 |
5 |
0% |
0 |
0 |
0 |
Information Technolog... |
|
GEHC |
Ge Healthcare Holding Llc |
147 |
- |
$83.40 |
$4,000 |
41 |
0% |
1,000 |
0 |
0 |
N/A |
|
NFLX |
Netflix Inc |
146 |
- |
$610.87 |
$4,000 |
6 |
0% |
1,000 |
0 |
0.005 |
Music & Video Stores |
|
CNC |
Centene Corp |
151 |
- |
$77.79 |
$4,000 |
47 |
0% |
1,000 |
0 |
0 |
Health Care Plans |
|
PG |
Procter & Gamble Co |
154 |
- |
$166.85 |
$4,000 |
25 |
0% |
0 |
0 |
0 |
Cleaning Products |
|
CP |
Canadian Pacific Railway Li... |
150 |
- |
$82.93 |
$4,000 |
45 |
0% |
0 |
0 |
0 |
Railroads |
|
FUBO |
fuboTV Inc |
152 |
- |
$1.28 |
$4,000 |
2,350 |
0% |
-3,000 |
0 |
0 |
N/A |
|
POOL |
Pool Corporation |
164 |
- |
$374.21 |
$3,000 |
8 |
0% |
0 |
0 |
0 |
Wholesale, Other |
|
STZ |
Constellation Brands Inc |
160 |
- |
$261.95 |
$3,000 |
10 |
0% |
1,000 |
0 |
0 |
Beverage - Wineries &... |
|
BHGE |
Baker Hughes A Ge Co |
167 |
- |
$32.34 |
$3,000 |
100 |
0% |
0 |
0 |
0 |
N/A |
|
ROIC |
Retail Opportunity Investments |
166 |
- |
$12.44 |
$3,000 |
200 |
0% |
0 |
0 |
0 |
REIT - Diversified |
|
LULU |
Lululemon Athletica Inc |
162 |
- |
$352.96 |
$3,000 |
7 |
0% |
-1,000 |
0 |
0 |
Textile - Apparel Clo... |
|
SAVE |
Spirit Airlines, Inc. |
169 |
- |
$3.80 |
$2,000 |
100 |
0% |
0 |
0 |
0 |
Major Airlines |
|
NIO |
Nio Inc |
168 |
- |
$5.07 |
$2,000 |
340 |
0% |
-1,000 |
0 |
0 |
N/A |
|
DUK |
Duke Energy Corp |
178 |
- |
$102.67 |
$2,000 |
24 |
0% |
0 |
0 |
0 |
Electric Utilities |
|
BL |
Blackline, Inc. |
180 |
- |
$58.22 |
$2,000 |
25 |
0% |
0 |
0 |
0 |
N/A |
|