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Home > Institutional Investor > Advisory Advocates, Llc > Profile

Instuitional Investor - Advisory Advocates, Llc

Fund Profile
Filing Period:
Fund Name: Advisory Advocates, Llc
Portfolio Value $97,926,583
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exch Traded Fd Iii
 150,316 $3,261,857 3.33%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 3,735 $2,232,055 2.28%
3.
Nuveen S&P 500 Dynamic Overwrite Fund
 SPXX 136,490 $2,193,394 2.24%
4.
First Tr Exchange-Traded Fd
 79,023 $2,019,038 2.06%
5.
Cohen & Steers Infrastructure Fund Inc
 UTF 77,897 $2,015,974 2.06%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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