Advisory Advocates, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AA Advisory Advocates, LLC | Institutional Filer | — | $198.5M | 182 |
Current Portfolio Holdings
Showing top 328 reported positions by value (Total positions in database: 182)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SDVD | FIRST TR EXCH TRADED FD III | — | 150K | $3.3M | 1.64% |
| 2 | SDVD | FIRST TR EXCH TRADED FD III | — | 143K | $3.1M | 1.55% |
| 3 | VOO | VANGUARD INDEX FDS | — | 4K | $2.2M | 1.12% |
| 4 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | — | 136K | $2.2M | 1.11% |
| 5 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 79K | $2.0M | 1.02% |
| 6 | UTF | COHEN & STEERS INFRASTRUCTUR | — | 78K | $2.0M | 1.02% |
| 7 | GOOGL | Alphabet Inc. | Technology | 6K | $2.0M | 1.01% |
| 8 | MSFT | Microsoft Corporation | Technology | 4K | $2.0M | 0.99% |
| 9 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 73K | $1.9M | 0.97% |
| 10 | VOO | VANGUARD INDEX FDS | — | 3K | $1.9M | 0.95% |
| 11 | AAPL | Apple Inc. | Technology | 7K | $1.9M | 0.94% |
| 12 | UTF | COHEN & STEERS INFRASTRUCTUR | — | 76K | $1.8M | 0.92% |
| 13 | STK | COLUMBIA SELIGM PREM TECH GR | — | 47K | $1.8M | 0.90% |
| 14 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 29K | $1.7M | 0.86% |
| 15 | AAPL | Apple Inc. | Technology | 7K | $1.7M | 0.86% |
Showing 1 to 15 of 328 holdings