Sonia Goforth

@Strategic Advocates Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$296.211M

Total holdings110

Assets growth rate6.06%

Assets growth rate (2-Q avg)8.43%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Strategic Advocates Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Strategic Advocates Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 296.211M in assets, with a quarterly growth rate of 6.06% and a 2-quarter average growth rate of 8.43%. The portfolio is managed by Sonia Goforth, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
KOMP Spdr S&p Kensho New Economies Composite Etf Recent Activity Increased 3.92%	8.85%	$26.201M 515,462 shares@ $50.84 avg price	Increased 3.92%
QQQ Invesco Qqq Trust Series I Recent Activity Increased 1.88%	8.67%	$25.668M 50,208 shares@ $511.24 avg price	Increased 1.88%
BIV Vanguard Intermediate-term Bond Etf Recent Activity Increased 7.08%	8.53%	$25.244M 337,808 shares@ $74.73 avg price	Increased 7.08%
RPV Invesco S&p 500 Pure Value Etf Recent Activity Increased 5.28%	7.71%	$22.816M 252,922 shares@ $90.22 avg price	Increased 5.28%
SPLB Spdr Portfolio Long Term Corporate Bond Etf Recent Activity Increased 16.43%	5.68%	$16.812M 756,287 shares@ $22.23 avg price	Increased 16.43%
VIOG Vanguard S&p Small-cap 600 Growth Etf Recent Activity Increased 14.15%	5.03%	$14.884M 127,971 shares@ $116.31 avg price	Increased 14.15%
IEMG Ishares Core Msci Emerging Markets Etf Recent Activity Increased 16.18%	4.93%	$14.576M 279,128 shares@ $52.22 avg price	Increased 16.18%
NVDA Nvidia Corporation Com Recent Activity Increased 1.3%	4.75%	$14.054M 104,654 shares@ $134.29 avg price	Increased 1.3%
AAPL Apple Inc Com Recent Activity Increased 9.45%	3.28%	$9.688M 38,689 shares@ $250.42 avg price	Increased 9.45%
HYS Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Recent Activity Increased 8.65%	3.26%	$9.64M 102,902 shares@ $93.68 avg price	Increased 8.65%

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