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| Name: |
Strategic Advocates LLC |
| City: |
LOGAN |
| State: |
UT |
| Zip: |
84321 |
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| Holdings
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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 |
|
BIV |
Vanguard Intermediate-Term ... |
1 |
- |
$74.81 |
$21,499,000 |
285,136 |
8.28% |
11,551,000 |
154,895 |
0.177 |
Closed - End Fund - Debt |
|
|
KOMP |
Spdr S&p Kensho New Economi... |
2 |
- |
$0.00 |
$20,258,000 |
421,348 |
7.8% |
19,679,000 |
408,957 |
0.148 |
N/A |
|
|
QQQ |
Invesco QQQ Trust Series I |
3 |
- |
$452.90 |
$19,905,000 |
44,829 |
7.66% |
19,045,000 |
42,729 |
0.009 |
Closed - End Fund - Debt |
|
|
RPV |
Invesco S&P 500 Pure Value ETF |
4 |
- |
$86.70 |
$18,361,000 |
207,612 |
7.07% |
17,326,000 |
195,001 |
0.231 |
Closed - End Fund - E... |
|
|
VCLT |
Vanguard Long-Term Corpora |
5 |
- |
$76.70 |
$17,211,000 |
220,000 |
6.63% |
16,466,000 |
210,703 |
0.327 |
Closed - End Fund - Debt |
|
|
IEMG |
Ishares Core Msci Emerging ... |
6 |
- |
$54.55 |
$11,911,000 |
230,824 |
4.59% |
6,079,000 |
115,516 |
0.002 |
N/A |
|
|
VIOG |
Vanguard S&p Small Cap ... |
7 |
- |
$113.61 |
$11,052,000 |
98,301 |
4.26% |
10,376,000 |
92,023 |
1.092 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
8 |
- |
$946.30 |
$8,826,000 |
9,768 |
3.4% |
4,677,000 |
1,390 |
0 |
Semiconductor - Speci... |
|
|
HYS |
Pimco 0 To 5 Year High Yiel... |
9 |
- |
$93.01 |
$7,763,000 |
83,046 |
2.99% |
7,109,000 |
76,017 |
0.521 |
N/A |
|
|
AMZN |
Amazon.com Inc |
11 |
- |
$185.99 |
$6,249,000 |
34,645 |
2.41% |
1,575,000 |
3,880 |
0 |
Internet Software & S... |
|
|
ISRG |
Intuitive Surgical Inc |
13 |
- |
$372.63 |
$3,923,000 |
9,829 |
1.51% |
1,293,000 |
2,032 |
0.003 |
Medical Appliances & ... |
|
|
GOOGL |
Alphabet Inc |
15 |
- |
$172.51 |
$3,411,000 |
22,603 |
1.31% |
1,442,000 |
8,511 |
0 |
Search Engines & Info... |
|
|
MCO |
Moodys Corp |
16 |
- |
$409.90 |
$3,285,000 |
8,359 |
1.26% |
2,547,000 |
6,469 |
0.004 |
Business Services |
|
|
CRM |
Salesforce.com Inc |
18 |
- |
$287.54 |
$3,036,000 |
10,080 |
1.17% |
1,290,000 |
3,446 |
0.001 |
Internet Software & S... |
|
|
FTNT |
Fortinet Inc |
19 |
- |
$60.73 |
$2,969,000 |
43,465 |
1.14% |
2,306,000 |
32,137 |
0.006 |
Computer Peripherals |
|
|
ADBE |
Adobe Systems Inc |
21 |
- |
$485.35 |
$2,704,000 |
5,358 |
1.04% |
1,798,000 |
3,840 |
0.001 |
Application Software |
|
|
IWP |
iShares Tr Russell MidCap Gr |
22 |
- |
$112.24 |
$2,698,000 |
23,638 |
1.04% |
317,000 |
848 |
0.003 |
Closed - End Fund - E... |
|
|
AGG |
iShares Barclays Agency Bond |
28 |
- |
$97.19 |
$1,935,000 |
19,759 |
0.75% |
735,000 |
7,666 |
0 |
Closed - End Fund - E... |
|
|
VUG |
Vanguard Growth VIPERS |
29 |
- |
$351.38 |
$1,829,000 |
5,313 |
0.7% |
1,372,000 |
3,844 |
0.002 |
Closed - End Fund - E... |
|
|
AOA |
iShares Trust |
30 |
- |
$74.34 |
$1,824,000 |
24,836 |
0.7% |
173,000 |
919 |
0.138 |
Closed - End Fund - Debt |
|
|
IBND |
Spdr Barclays Capital Inter... |
31 |
- |
$29.29 |
$1,815,000 |
62,352 |
0.7% |
186,000 |
7,938 |
0.931 |
Closed - End Fund - E... |
|
|
PHB |
Invesco Fundamental Hi YldÃ... |
33 |
- |
$18.14 |
$1,586,000 |
87,506 |
0.61% |
282,000 |
15,574 |
0.197 |
Closed - End Fund - Debt |
|
|
VYM |
Vanguard High Dividend Yiel... |
39 |
- |
$121.26 |
$1,308,000 |
10,808 |
0.5% |
929,000 |
7,409 |
0.003 |
Closed - End Fund - Debt |
|
|
PICK |
Ishares Msci Global Select ... |
41 |
- |
$0.00 |
$1,243,000 |
29,811 |
0.48% |
98,000 |
3,236 |
0.112 |
N/A |
|
|
XLB |
SPDR Materials Select Sector |
42 |
- |
$92.03 |
$1,221,000 |
13,149 |
0.47% |
475,000 |
4,428 |
0.002 |
Closed - End Fund - E... |
|
|
AMAT |
Applied Materials Inc |
43 |
- |
$217.49 |
$1,150,000 |
5,579 |
0.44% |
399,000 |
944 |
0.001 |
Semiconductor Equipme... |
|
|
USHY |
Ishares Broad Usd High Yiel... |
48 |
- |
$0.00 |
$923,000 |
25,226 |
0.36% |
42,000 |
985 |
0.003 |
N/A |
|
|
QAI |
Index IQ ETF Trust |
49 |
- |
$31.02 |
$902,000 |
29,193 |
0.35% |
357,000 |
11,087 |
0.123 |
Closed - End Fund - Debt |
|
|
BKLN |
Powershares Senior Loan Por... |
50 |
- |
$21.22 |
$893,000 |
42,201 |
0.34% |
46,000 |
2,213 |
0.014 |
N/A |
|
|
BND |
Vanguard Total Bond Market ETF |
51 |
- |
$72.11 |
$888,000 |
12,227 |
0.34% |
308,000 |
4,338 |
0.001 |
Closed - End Fund - E... |
|
|
SLQD |
iShares 0-5 Year Investment... |
52 |
- |
$49.17 |
$883,000 |
17,937 |
0.34% |
39,000 |
780 |
0.045 |
N/A |
|
|
VDE |
Vanguard Energy VIPERS |
55 |
- |
$131.30 |
$809,000 |
6,140 |
0.31% |
343,000 |
2,169 |
0.01 |
Closed - End Fund - E... |
|
|
MDB |
Mongodb Inc |
58 |
- |
$376.49 |
$713,000 |
1,987 |
0.27% |
21,000 |
295 |
0.003 |
N/A |
|
|
PG |
Procter & Gamble Co |
61 |
- |
$166.51 |
$657,000 |
4,047 |
0.25% |
377,000 |
2,135 |
0 |
Cleaning Products |
|
|
DBX |
Dropbox Inc |
67 |
- |
$23.86 |
$584,000 |
24,023 |
0.22% |
-14,000 |
3,729 |
0.008 |
N/A |
|
|
SOFI |
SoFi Technologies, Inc |
71 |
- |
$7.27 |
$529,000 |
72,430 |
0.2% |
-121,000 |
7,088 |
0.009 |
N/A |
|
|
DIS |
Walt Disney Co |
72 |
- |
$102.77 |
$524,000 |
4,279 |
0.2% |
265,000 |
1,406 |
0 |
Entertainment - Diver... |
|
|
APP |
Applovin Corp |
73 |
- |
$84.06 |
$516,000 |
7,459 |
0.2% |
516,000 |
7,459 |
0.003 |
N/A |
|
|
SPG |
Simon Property Group Inc |
75 |
- |
$150.25 |
$479,000 |
3,059 |
0.18% |
63,000 |
145 |
0.001 |
REIT - Retail |
|
|
BA |
Boeing Co |
100 |
- |
$176.99 |
$290,000 |
1,501 |
0.11% |
-56,000 |
175 |
0 |
Aerospace/Defense - M... |
|
|
DUOL |
Duolingo, Inc. |
111 |
- |
$177.30 |
$234,000 |
1,061 |
0.09% |
33,000 |
177 |
0.003 |
N/A |
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