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MICHAEL COOK

Advisory Advocates, Llc

Assets Managed
$97.927M
Holdings
160
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-2.61%(2Q avg: -1.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisory Advocates, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Advisory Advocates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 97.927M in assets, with a quarterly growth rate of -2.61% and a 2-quarter average growth rate of -1.3%. The portfolio is managed by MICHAEL COOK, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SDVD
Ft Vest Smid Rising Dividend
Recent Activity
Increased 4.99%
3.34%
$3.262M
150,316 shares@ $21.7 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 24.42%
2.28%
$2.232M
3,735 shares@ $597.61 avg price
XSSPX
Nuveen S&p 500 Dynam Overwr
Recent Activity
New Position
2.24%
$2.193M
136,490 shares@ $16.07 avg price
RDVI
Ft Vest Rising Dividend Achi
Recent Activity
Increased 7.63%
2.07%
$2.019M
79,023 shares@ $25.56 avg price
UTF
Cohen & Steers Infrastructur
Recent Activity
Increased 2.3%
2.06%
$2.016M
77,897 shares@ $25.88 avg price
STK
Columbia Selig Prem Tech Gw
Recent Activity
Increased 38.08%
1.84%
$1.794M
47,309 shares@ $37.93 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.7%
1.75%
$1.712M
6,745 shares@ $253.81 avg price
ADX
Adams Diversified Equity
Recent Activity
Increased 38.98%
1.73%
$1.686M
77,018 shares@ $21.89 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
1.68%
$1.637M
29,478 shares@ $55.53 avg price
ETV
Eaton Vance T M Buy-writ Opp
Recent Activity
Increased 6.7%
1.58%
$1.547M
113,138 shares@ $13.67 avg price

1-10 of 160