Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Advisory Advocates, LLC (CIK 2111697) reported $116.6M across 188 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($4.0M, 3.46%), SDVD ($3.6M, 3.09%), STK ($2.9M, 2.51%), SPXX ($2.5M, 2.15%), RDVI ($2.5M, 2.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $4.0M | 3.46% | 5,877 | Added |
| 2 | SDVD | FIRST TR EXCHANGE-TRADED FD | $3.6M | 3.09% | 156,166 | Added |
| 3 | STK | COLUMBIA SELIGM PREM TECH GR | $2.9M | 2.51% | 54,394 | Added |
| 4 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | $2.5M | 2.15% | 134,599 | Trimmed |
| 5 | RDVI | FIRST TR EXCHANGE-TRADED FD | $2.5M | 2.15% | 85,403 | Added |
| 6 | ADX | ADAMS DIVERSIFIED EQUITY FD | $2.2M | 1.87% | 85,508 | Added |
| 7 | UTF | COHEN & STEERS INFRASTRUCTUR | $2.2M | 1.85% | 78,340 | Added |
| 8 | VGT | VANGUARD WORLD FD | $2.0M | 1.70% | 16,614 | Added |
| 9 | ETV | EATON VANCE TAX-MANAGED BUY- | $1.8M | 1.57% | 123,408 | Added |
| 10 | AAPL | APPLE INC | $1.8M | 1.55% | 6,255 | Trimmed |
| 11 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.8M | 1.54% | 29,178 | Trimmed |
| 12 | FRTY | THE ALGER ETF TRUST | $1.7M | 1.47% | 68,973 | Added |
| 13 | RVT | ROYCE SMALL CAP TRUST INC | $1.7M | 1.44% | 90,631 | Added |
| 14 | GOOGL | ALPHABET INC | $1.7M | 1.42% | 4,638 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $1.5M | 1.27% | 3,984 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $1.5M | 1.24% | 6,088 | Trimmed |
| 17 | MU | MICRON TECHNOLOGY INC | $1.4M | 1.19% | 1,201 | New |
| 18 | ASGI | ABRDN GLOBAL INFRA INCOME FU | $1.3M | 1.13% | 56,471 | Added |
| 19 | AOD | ABRDN TOTAL DYNAMIC DIVIDEND | $1.3M | 1.11% | 125,935 | Added |
| 20 | BTO | HANCOCK JOHN FINL OPPTYS | $1.2M | 1.04% | 30,800 | Added |
| 21 | STEW | SRH TOTAL RETURN FUND INC | $1.1M | 0.95% | 61,910 | Added |
| 22 | PYLD | PIMCO ETF TR | $1.0M | 0.89% | 38,939 | Added |
| 23 | IEFA | ISHARES TR | $1.0M | 0.88% | 10,685 | Added |
| 24 | MNST | MONSTER BEVERAGE CORP NEW | $1.0M | 0.87% | 10,548 | Trimmed |
| 25 | TFLO | ISHARES TR | $952,641 | 0.82% | 18,816 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30