$177 Million is the total value of Your Advocates Ltd., LLP's 213 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 111.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WKHS | Exit | Workhorse Group Inc | $0 | – | -30 | -100.0% | 0.00% | – |
| QLGN | Exit | Qualigen Therapeutics In | $0 | – | -200 | -100.0% | 0.00% | – |
| SKLZ | Exit | Skillz Inc | $0 | – | -170 | -100.0% | -0.00% | – |
| NGCA | Exit | Nextgen Acquisition Co | $0 | – | -100 | -100.0% | -0.00% | – |
| ICE | Exit | Intercontinental Exc | $0 | – | -28 | -100.0% | -0.00% | – |
| SPGI | Exit | S&P Global Inc | $0 | – | -8 | -100.0% | -0.00% | – |
| ALGN | Exit | Align Technology Inc | $0 | – | -6 | -100.0% | -0.00% | – |
| GVA | Exit | Granite Construction | $0 | – | -100 | -100.0% | -0.00% | – |
| COKE | Exit | Coca Cola Consolidated I | $0 | – | -10 | -100.0% | -0.00% | – |
| DHR | Exit | Danaher Corp Del | $0 | – | -15 | -100.0% | -0.00% | – |
| TSCO | Exit | Tractor Supply Comp | $0 | – | -20 | -100.0% | -0.00% | – |
| RXT | Exit | Rackspace Technology Inc | $0 | – | -500 | -100.0% | -0.01% | – |
| NVDA | Exit | Nvidia Corp | $0 | – | -32 | -100.0% | -0.01% | – |
| ARKW | Exit | Ark Next Generation | $0 | – | -70 | -100.0% | -0.01% | – |
| PSFE | Exit | Paysafe Ltd | $0 | – | -1,500 | -100.0% | -0.01% | – |
| Z | Exit | Zillow Group Inc | $0 | – | -150 | -100.0% | -0.01% | – |
| DDOG | Exit | Datadog Inc | $0 | – | -150 | -100.0% | -0.01% | – |
| USB | Exit | U S Bancorp Del New | $0 | – | -464 | -100.0% | -0.02% | – |
| HPE | Exit | Hewlett Packard | $0 | – | -3,441 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab Intermediate Term US Treas | 16 | Q3 2023 | 25.9% |
| Pimco Active Bond ETF | 16 | Q3 2023 | 26.4% |
| Schwab Fundamental Intl Lg Etf | 16 | Q3 2023 | 12.1% |
| Schwab Fundamental Emerg Mkts Lg Co ETF | 16 | Q3 2023 | 12.2% |
| Schwab International Equity ETF | 16 | Q3 2023 | 16.8% |
| Schwab Fundamental US Large Company ETF | 16 | Q3 2023 | 12.2% |
| Schwab Emerging Markets Equity ETF | 16 | Q3 2023 | 12.6% |
| Schwab US Large Cap ETF | 16 | Q3 2023 | 11.3% |
| Schwab Fundamental US Small Company ETF | 16 | Q3 2023 | 7.3% |
| Schwab US Small Cap ETF | 16 | Q3 2023 | 6.8% |
View Your Advocates Ltd., LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-21 |
View Your Advocates Ltd., LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.