$176 Million is the total value of Your Advocates Ltd., LLP's 227 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 107.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDRL | Exit | Seadrill Ltd | $0 | – | -2,000 | -100.0% | 0.00% | – |
| SOFI | Exit | Sofi Technologies Inc | $0 | – | -100 | -100.0% | -0.00% | – |
| PFE | Exit | Pfizer Incorporated | $0 | – | -75 | -100.0% | -0.00% | – |
| MDLZ | Exit | Mondelez Intl Inc Cl A | $0 | – | -69 | -100.0% | -0.00% | – |
| IJR | Exit | Ishares Core S&P Small | $0 | – | -50 | -100.0% | -0.00% | – |
| WMT | Exit | Wal-Mart Stores Inc | $0 | – | -40 | -100.0% | -0.00% | – |
| SLV | Exit | iShares Silver Trust ETF | $0 | – | -328 | -100.0% | -0.00% | – |
| IWF | Exit | iShares Russell 1000 Growth ETF | $0 | – | -35 | -100.0% | -0.01% | – |
| CHWY | Exit | Chewy Inc | $0 | – | -200 | -100.0% | -0.01% | – |
| MTCH | Exit | Match Group Inc New Com | $0 | – | -100 | -100.0% | -0.01% | – |
| TNA | Exit | Direxion Shares Trust Small Cap Bull 3X Shares | $0 | – | -196 | -100.0% | -0.01% | – |
| BP | Exit | Bp Plc Adr | $0 | – | -846 | -100.0% | -0.01% | – |
| ROKU | Exit | Roku Inc Com CL A | $0 | – | -100 | -100.0% | -0.01% | – |
| RDSA | Exit | Royal Dutch Shell | $0 | – | -3,607 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Pimco Active Bond ETF | 19 | Q2 2024 | 26.4% |
| Schwab Intermediate Term US Treas | 19 | Q2 2024 | 25.9% |
| Schwab Fundamental Intl Lg Etf | 19 | Q2 2024 | 12.1% |
| Schwab Fundamental Emerg Mkts Lg Co ETF | 19 | Q2 2024 | 12.2% |
| Schwab Fundamental US Large Company ETF | 19 | Q2 2024 | 12.2% |
| Schwab International Equity ETF | 19 | Q2 2024 | 16.8% |
| Schwab Emerging Markets Equity ETF | 19 | Q2 2024 | 12.6% |
| Schwab US Large Cap ETF | 19 | Q2 2024 | 11.3% |
| Schwab Fundamental US Small Company ETF | 19 | Q2 2024 | 7.3% |
| Exxon Mobil Corporation | 19 | Q2 2024 | 0.9% |
View Your Advocates Ltd., LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-29 |
| N-PX | 2024-07-22 |
| 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 |
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.