Long-term investor
Advisory Advocates, LLC @advisoryadvocatesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111697).
Record
- Tracked since 2026-03-31 (182 days), 136 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year n/a · all +3.5%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 3.5% · long · since 2026-03-31
- SDVD · 3.1% · long · since 2026-03-31
- STK · 2.5% · long · since 2026-03-31
- RDVI · 2.2% · long · since 2026-03-31
- XSSPX · 2.2% · long · since 2026-03-31
- ADX · 1.9% · long · since 2026-03-31
- UTF · 1.9% · long · since 2026-03-31
- VGT · 1.7% · long · since 2026-03-31
- ETV · 1.6% · long · since 2026-03-31
- AAPL · 1.6% · long · since 2026-03-31
- JEPQ · 1.5% · long · since 2026-03-31
- FRTY · 1.5% · long · since 2026-03-31