Advocate Group LLC Portfolio Holdings

Advocate Group LLC

  • $608 Million
  • Q3 2025

Advocate Group LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $608 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $29.8M, General Mills Inc with a value of $27.3M, Vanguard Large Cap ETF with a value of $25.9M, Abb Vie Inc. with a value of $19M, and Verizon Communications Inc with a value of $14.8M.

Examining the 13F form we can see an increase of $49.6M in the current position value, from $559M to 608M.

Below you can find more details about Advocate Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $608 Million
ETFs: $116 Million
Technology: $74.2 Million
Healthcare: $72.1 Million
Consumer Defensive: $69.2 Million
Industrials: $51.5 Million
Financial Services: $49.2 Million
Utilities: $41.5 Million
Energy: $33.3 Million
Other: $101 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.8 Million 4.9% of portfolio
497,805
Q3 2025 Added 25.51%
$28.3B
$27.3 Million 4.48% of portfolio
540,604
Q3 2025 Added 7.75%
$0
$25.9 Million 4.25% of portfolio
84,031
Q3 2025 Added 38.42%
$410B
$19 Million 3.13% of portfolio
82,247
Q3 2025 Added 1.16%
$171B
$14.8 Million 2.43% of portfolio
335,962
Q3 2025 Reduced 0.92%
$506B
$13 Million 2.14% of portfolio
70,124
Q3 2025 Added 2.36%
$284B
$12.9 Million 2.12% of portfolio
188,482
Q3 2025 Reduced 3.28%
$3.85T
$12.8 Million 2.1% of portfolio
24,691
Q3 2025 Reduced 2.47%
$247B
$12.7 Million 2.08% of portfolio
44,837
Q3 2025 Reduced 5.97%
$887B
$12.4 Million 2.05% of portfolio
39,466
Q3 2025 Reduced 2.6%
$95.6B
$12.3 Million 2.03% of portfolio
244,266
Q3 2025 Reduced 0.67%
$271B
$11.5 Million 1.89% of portfolio
72,182
Q3 2025 Reduced 3.75%
$17.8B
$11.1 Million 1.83% of portfolio
146,488
Q3 2025 Added 0.38%
$170B
$11 Million 1.8% of portfolio
114,736
Q3 2025 Reduced 3.06%
$126B
$10.9 Million 1.79% of portfolio
114,293
Q3 2025 Added 1.54%
$76.2B
$10.4 Million 1.71% of portfolio
79,305
Q3 2025 Added 0.09%
$302B
$10.3 Million 1.69% of portfolio
66,074
Q3 2025 Added 0.81%
$226B
$9.71 Million 1.6% of portfolio
31,955
Q3 2025 Added 1.36%
$59.6B
$9.35 Million 1.54% of portfolio
22,136
Q3 2025 Reduced 2.32%
$139B
$8.92 Million 1.47% of portfolio
350,030
Q3 2025 Added 1.35%
$98.1B
$8.78 Million 1.44% of portfolio
70,966
Q3 2025 Reduced 1.28%
$398B
$8.62 Million 1.42% of portfolio
21,277
Q3 2025 Added 0.41%
$138B
$8.62 Million 1.42% of portfolio
36,458
Q3 2025 Added 6.83%
$49.3B
$8.51 Million 1.4% of portfolio
126,193
Q3 2025 Added 3.95%
$0
$8.45 Million 1.39% of portfolio
336,398
Q3 2025 Added 28.45%
$107B
$8.32 Million 1.37% of portfolio
87,831
Q3 2025 Reduced 1.73%
$0
$8.27 Million 1.36% of portfolio
163,342
Q3 2025 Added 13.19%
$219B
$8.19 Million 1.35% of portfolio
97,597
Q3 2025 Added 4.13%
$286B
$8.23 Million 1.35% of portfolio
17,257
Q3 2025 Reduced 1.49%
$0
$8.15 Million 1.34% of portfolio
150,349
Q3 2025 Added 23.97%
$50.5B
$8.06 Million 1.33% of portfolio
131,792
Q3 2025 Reduced 2.57%
$360B
$7.99 Million 1.31% of portfolio
51,988
Q3 2025 Added 0.44%
$30.4B
$7.56 Million 1.24% of portfolio
128,838
Q3 2025 Reduced 0.42%
$62.5B
$7.38 Million 1.21% of portfolio
88,374
Q3 2025 Added 4.06%
$141B
$7.25 Million 1.19% of portfolio
21,976
Q3 2025 Reduced 6.37%
$92.3B
$7.06 Million 1.16% of portfolio
156,594
Q3 2025 Added 1.53%
$157B
$6.89 Million 1.13% of portfolio
116,295
Q3 2025 Reduced 1.23%
$41.5B
$6.82 Million 1.12% of portfolio
76,016
Q3 2025 Added 8.6%
$111B
$6.78 Million 1.11% of portfolio
24,014
Q3 2025 Reduced 0.17%
$177B
$6.69 Million 1.1% of portfolio
34,387
Q3 2025 Reduced 2.2%
$40.4B
$6.52 Million 1.07% of portfolio
52,466
Q3 2025 Reduced 0.74%
$0
$6.26 Million 1.03% of portfolio
19,070
Q3 2025 Reduced 0.5%
$0
$6.07 Million 1.0% of portfolio
85,104
Q3 2025 Added 4.2%
$5.28B
$6.07 Million 1.0% of portfolio
310,085
Q3 2025 Added 6.86%
$0
$5.75 Million 0.95% of portfolio
57,131
Q3 2025 Added 9.9%
$153B
$5.56 Million 0.91% of portfolio
15,764
Q3 2025 Added 8.34%
$53.8B
$5.46 Million 0.9% of portfolio
18,912
Q3 2025 Added 2.12%
$14.1B
$5.27 Million 0.87% of portfolio
78,016
Q3 2025 Added 0.43%
$0
$4.84 Million 0.8% of portfolio
16,475
Q3 2025 Added 38.7%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $608 Million
  • Prior Value $559 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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