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  Name: Strategic Advocates LLC
  City: LOGAN
  State: UT
  Zip: 84321
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $259,721,000
  Total Value Change : $24,355,000
  Securities Held Change : -24
   
All Securities Held : 126
  New Positions : 31
  Closed Positions : 56
  Increased Positions : 42
  Unchanged Positions : 6
  Decreased Positions : 47

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged 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
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 54 - $412.76 $831,000 1,976 0.32% 126,000 0 0    Property & Casualty I...
   (CLH)1 Year Chart         CLH Clean Harbors Inc 102 - $212.71 $278,000 1,380 0.11% 37,000 0 0.002    Waste Management
   (MUC)1 Year Chart         MUC Blackrock Muniholdings Cali... 108 - $10.88 $249,000 22,621 0.1% -3,000 0 0.055    Closed - End Fund - Debt
   (JKE)1 Year Chart         JKE iShares Morningstar Large G... 109 - $77.12 $246,000 3,265 0.09% 25,000 0 0.005    Closed - End Fund - E...
   (JKH)1 Year Chart         JKH iShares Trust - Mid Growth ... 114 - $69.73 $229,000 3,237 0.09% 20,000 0 0.009    Closed - End Fund - E...
   (NAC)1 Year Chart         NAC Nuveen California Dividend ... 126 - $11.08 $115,000 10,400 0.04% 0 0 0.007    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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