Your Advocates Ltd., LLP Portfolio Holdings
Q3 2025•218 long positions•$298.3M portfolio value
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Holding226 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $72.5M 24.31% | +$170.8K Bought | — 1.0M shares | 1.0M → 1.0M +$170.8K | +0.24% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $40.0M 13.4% | -$603.0K Sold | — 1.2M shares | 1.2M → 1.2M −$603.0K | -1.49% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $28.1M 9.41% | -$196.5K Sold | — 875.3K shares | 881.4K → 875.3K −$196.5K | -0.7% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $22.3M 7.49% | +$401.7K Bought | — 326.3K shares | 320.4K → 326.3K +$401.7K | +1.83% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $21.0M 7.05% | +$21.0M Bought | — 620.2K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $20.5M 6.89% | +$668.1K Bought | — 817.3K shares | 790.7K → 817.3K +$668.1K | +3.36% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $20.0M 6.7% | +$12.2K Bought | — 759.9K shares | 759.4K → 759.9K +$12.2K | +0.06% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $16.9M 5.66% | -$540.3K Sold | — 47.5K shares | 49.1K → 47.5K −$540.3K | -3.1% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $15.0M 5.04% | +$512.8K Bought | — 190.6K shares | 184.1K → 190.6K +$512.8K | +3.53% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.5M 3.51% | -$151.3K Sold | — 243.8K shares | 247.3K → 243.8K −$151.3K | -1.42% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.0M 2.67% | -$40.1K Sold | — 220.4K shares | 221.5K → 220.4K −$40.1K | -0.5% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.3M 2.13% | +$21.6K Bought | — 203.6K shares | 202.9K → 203.6K +$21.6K | +0.34% | — — | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $2.1M 0.69% | +$8.7K Bought | 0.0% 18.2K shares | 18.2K → 18.2K +$8.7K | +0.42% | $480.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Exploration & Production Energy | $1.6M 0.553% | — | 0.001% 17.4K shares | — | — | $118.14B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.6M 0.548% | +$235.2K Bought | — 2.5K shares | 2.1K → 2.5K +$235.2K | +16.81% | — — | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $1.5M 0.494% | +$1.5K Bought | 0.0% 5.8K shares | 5.8K → 5.8K +$1.5K | +0.1% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.2M 0.391% | +$1.2M Bought | — 12.5K shares | 225.2K → 12.5K −$19.9M | -94.45% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $686.0K 0.23% | +$401.5K Bought | — 28.2K shares | 11.7K → 28.2K +$401.5K | +141.14% | — — | Q3 2023 Held for 2y 2m | |
Engineering & Construction Industrials | $536.5K 0.18% | — | 0.003% 4.1K shares | — | — | $17.3B Large Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $534.2K 0.179% | -$120.7K Sold | — 16.6K shares | 20.4K → 16.6K −$120.7K | -18.44% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $464.7K 0.156% | +$1.3K Bought | — 18.1K shares | 18.0K → 18.1K +$1.3K | +0.27% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $445.9K 0.149% | +$9.2K Bought | — 16.9K shares | 16.6K → 16.9K +$9.2K | +2.11% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $387.4K 0.13% | -$6.1K Sold | — 18.9K shares | 19.2K → 18.9K −$6.1K | -1.55% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $350.2K 0.117% | — | — 1.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
Oil & Gas Equipment & Services Energy | $256.3K 0.086% | — | 0.001% 10.4K shares | — | — | $21.0B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $247.1K 0.083% | +$3.6K Bought | 0.0% 477.0 shares | 470.0 → 477.0 +$3.6K | +1.49% | $3.85T Mega Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Exploration & Production Energy | $235.6K 0.079% | +$283.5 Bought | 0.001% 5.0K shares | 5.0K → 5.0K +$283.5 | +0.12% | $46.5B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $233.4K 0.078% | -$505.9 Sold | — 5.1K shares | 5.1K → 5.1K −$505.9 | -0.22% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $218.4K 0.073% | +$133.9K Bought | — 357.0 shares | 138.0 → 357.0 +$133.9K | +158.7% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $195.7K 0.066% | — | 0.0% 440.0 shares | — | — | $1.48T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $175.1K 0.059% | +$175.1K Bought | — 2.0K shares | — | — | — — | Q3 2025 Held for 2 months | |
Oil & Gas Equipment & Services Energy | $129.0K 0.043% | — | 0.0% 3.8K shares | — | — | $51.3B Large Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Refining & Marketing Energy | $127.8K 0.043% | -$7.9K Sold | 0.0% 663.0 shares | 704.0 → 663.0 −$7.9K | -5.82% | $58.6B Large Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $125.9K 0.042% | +$1.2K Bought | — 914.0 shares | 905.0 → 914.0 +$1.2K | +0.99% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $122.8K 0.041% | — | — 1.0K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $120.7K 0.04% | +$91.6K Bought | — 572.0 shares | 138.0 → 572.0 +$91.6K | +314.49% | — — | Q1 2020 Held for 5y 8m | |
Financial - Data & Stock Exchanges Financial Services | $120.5K 0.04% | — | 0.0% 253.0 shares | — | — | $85.5B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $105.9K 0.036% | — | — 727.0 shares | — | — | — — | Q3 2020 Held for 5y 2m | |
Aerospace & Defense Industrials | $105.3K 0.035% | — | 0.0% 350.0 shares | — | — | $319.00B Mega Cap | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $102.8K 0.034% | +$878.3 Bought | 0.0% 468.0 shares | 464.0 → 468.0 +$878.3 | +0.86% | $2.34T Mega Cap | Q1 2020 Held for 5y 8m | |
Staffing & Employment Services Industrials | $95.4K 0.032% | — | 0.0% 325.0 shares | — | — | $118.89B Large Cap | Q1 2020 Held for 5y 8m | |
Computer Hardware Technology | $94.6K 0.032% | — | 0.0% 3.5K shares | — | — | $25.5B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $94.3K 0.032% | — | — 4.2K shares | — | — | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $87.6K 0.029% | +$14.6K Bought | 0.0% 2.4K shares | 2.0K → 2.4K +$14.6K | +20.0% | $21.3B Large Cap | Q3 2023 Held for 2y 2m | |
Insurance - Property & Casualty Financial Services | $85.9K 0.029% | — | 0.0% 400.0 shares | — | — | $56.6B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $81.2K 0.027% | -$5.3K Sold | — 1.4K shares | 1.4K → 1.4K −$5.3K | -6.16% | — — | Q1 2020 Held for 5y 8m | |
Integrated Freight & Logistics Industrials | $78.1K 0.026% | — | 0.0% 331.0 shares | — | — | $55.6B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $73.1K 0.025% | — | — 2.5K shares | — | — | — — | Q1 2020 Held for 5y 8m | |
REIT - Mortgage Real Estate | $72.7K 0.024% | — | 0.007% 5.5K shares | — | — | $1.1B Small Cap | Q4 2019 Held for 5y 11m | |
Electronic Gaming & Multimedia Technology | $69.3K 0.023% | — | 0.0% 500.0 shares | — | — | $96.0B Large Cap | Q4 2023 Held for 1y 11m |
