Your Advocates Ltd., LLP
Top Portfolio Positions
130 positions ·
$30,757,972 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
43,919 | $18,897,906 | 61.44% | |
| XOM |
Exxon Mobil Corp
Energy
|
18,378 | $3,118,011 | 10.14% | |
| COP |
Conocophillips
Energy
|
19,923 | $2,629,836 | 8.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,370 | $1,541,305 | 5.01% | |
| AAPL |
Apple Inc.
Technology
|
5,568 | $1,413,102 | 4.59% | |
| ACM |
Aecom
Industrials
|
3,752 | $318,244 | 1.03% | |
| MNPR |
Monopar Therapeutics
Healthcare
|
3,344 | $183,217 | 0.60% | |
| MSFT |
Microsoft Corp
Technology
|
486 | $179,902 | 0.58% | |
| SLB |
Slb Limited/Nv
Energy
|
3,254 | $167,223 | 0.54% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
440 | $163,570 | 0.53% |
Portfolio Trend
25 quarters · across all stocks
Holdings in POOL
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,618 | 8 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,830 | 8 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,480 | 8 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,331 | 8 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,546 | 8 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,727 | 8 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,014 | 8 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,458 | 8 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,228 | 8 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,189 | 8 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,848 | 8 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,997 | 8 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,739 | 8 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,418 | 8 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,545 | 8 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,809 | 8 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,382 | 8 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,528 | 8 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,475 | 8 | Shares | Sole | 2021-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||