Advisory Advocates, LLC
CIK
2111697
City
GRAND RAPIDS
State / Country
MI
Top Portfolio Positions
124 positions ·
$71,400,355 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
136,490 | $2,193,394 | 3.07% | |
| UTF |
Cohen & Steers Infrastructure Fund Inc
Financial Services
|
77,897 | $2,015,974 | 2.82% | |
| STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
Financial Services
|
47,309 | $1,794,430 | 2.51% | |
| AAPL |
Apple Inc.
Technology
|
6,745 | $1,711,813 | 2.40% | |
| ADX |
Adams Diversified Equity Fund, Inc.
Financial Services
|
77,018 | $1,685,924 | 2.36% | |
| ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Financial Services
|
113,138 | $1,546,596 | 2.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,320 | $1,529,819 | 2.14% | |
| MSFT |
Microsoft Corp
Technology
|
4,103 | $1,518,807 | 2.13% | |
| RVT |
Royce Small-Cap Trust, Inc.
Financial Services
|
86,511 | $1,436,082 | 2.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,581 | $1,370,624 | 1.92% |
Portfolio Trend
Holdings in TBLD
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $626,314 | 29,620 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $526,620 | 26,200 | Shares | Sole | 2026-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||