Advocate Group LLC Purchases in Q1 2025

Advocate Group LLC

  • $549 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
141K
New
$48.43 - $49.9 $6.82M - $7.03M
141K $7.03M
VZ
Verizon Communications Inc

Communication Services
90.4K
+ 35.84%
$37.81 - $46.49 $3.42M - $4.2M
343K $15.5M
KR
Kroger CO

Consumer Defensive
38.6K
+ 59.0%
$58.36 - $67.72 $2.25M - $2.62M
104K $7.05M
ABBV
Abb Vie Inc.

Healthcare
1.19K
+ 1.53%
$169.2 - $216.66 $202K - $258K
79.1K $16.6M
JNJ
Johnson & Johnson

Healthcare
4.41K
+ 7.24%
$142.06 - $167.7 $627K - $740K
65.4K $10.8M
VEA
Vanguard Ftse Developed Market

ETFs
13.1K
+ 3.47%
$47.4 - $52.99 $620K - $694K
390K $19.8M
CVX
Chevron Corp

Energy
1.28K
+ 2.05%
$146.71 - $167.97 $188K - $216K
64.1K $10.7M
EVRG
Evergy, Inc.

Utilities
6.94K
+ 5.24%
$59.9 - $69.52 $416K - $483K
140K $9.62M
MDT
Medtronic PLC

Healthcare
3.26K
+ 3.05%
$79.84 - $94.5 $260K - $308K
110K $9.89M
MCD
Mcdonalds Corp

Consumer Cyclical
599
+ 1.96%
$279.74 - $321.29 $168K - $192K
31.2K $9.75M
BMY
Bristol Myers Squibb CO

Healthcare
1.97K
+ 1.36%
$53.9 - $63.11 $106K - $125K
147K $8.97M
SHEL
Shell PLC

Energy
247
+ 0.36%
$62.84 - $73.29 $15.5K - $18.1K
69.6K $5.1M
CB
Chubb LTD

Financial Services
143
+ 0.6%
$257.71 - $301.99 $36.9K - $43.2K
23.9K $7.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.63K
+ 4.73%
$56.51 - $62.98 $205K - $229K
80.4K $4.88M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
6.46K
+ 20.88%
$92.51 - $102.81 $598K - $664K
37.4K $3.46M
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.16K
+ 3.68%
$24.05 - $24.86 $220K - $228K
258K $6.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.85K
+ 4.25%
$42.5 - $46.71 $206K - $226K
119K $5.38M
FCX
Freeport Mcmoran Inc

Basic Materials
9.6K
+ 16.01%
$34.5 - $43.01 $331K - $413K
69.6K $2.63M
PLD
Prologis, Inc.

Real Estate
1.13K
+ 3.12%
$103.59 - $124.04 $117K - $140K
37.3K $4.17M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
23.3K
+ 10.3%
$25.27 - $28.3 $589K - $660K
250K $6.48M
LYB
Lyondell Basell Industries N.V.

Basic Materials
7.49K
+ 13.87%
$69.82 - $78.67 $523K - $589K
61.5K $4.33M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.38K
+ 4.83%
$100.32 - $100.76 $239K - $240K
51.7K $5.21M
T
At&T Inc.

Communication Services
8.39K
New
$21.56 - $28.28 $181K - $237K
8.39K $237K
PEP
Pepsico Inc

Consumer Defensive
1.5K
New
$142.64 - $156.42 $214K - $234K
1.5K $224K
XEL
Xcel Energy Inc

Utilities
2.88K
New
$63.37 - $72.1 $182K - $207K
2.88K $203K
MA
Mastercard Inc

Financial Services
10
+ 0.11%
$504.67 - $576.31 $5.05K - $5.76K
8.79K $4.82M
PAYX
Paychex Inc

Industrials
49
+ 0.56%
$136.06 - $154.52 $6.67K - $7.57K
8.84K $1.36M
RIO
Rio Tinto PLC

Basic Materials
717
+ 1.38%
$58.19 - $64.29 $41.7K - $46.1K
52.7K $3.17M
VNQ
Vanguard Specialized Funds Van

ETFs
263
+ 4.41%
$85.55 - $94.34 $22.5K - $24.8K
6.23K $563K
VO
Vanguard Mid Cap ETF

ETFs
314
+ 2.8%
$251.87 - $277.95 $79.1K - $87.3K
11.5K $2.98M
PSA
Public Storage

Real Estate
37
+ 0.2%
$288.99 - $313.98 $10.7K - $11.6K
18.4K $5.5M
VB
Vanguard Small Cap ETF

ETFs
255
+ 5.27%
$217.89 - $252.64 $55.6K - $64.4K
5.09K $1.13M
PFE
Pfizer Inc

Healthcare
12.3K
+ 3.6%
$25.01 - $27.13 $307K - $334K
354K $8.96M
ADBE
Adobe Inc.

Technology
1.33K
+ 10.75%
$377.84 - $464.11 $503K - $618K
13.7K $5.26M
VTI
Vanguard Total Stock Market Et

ETFs
46
+ 0.24%
$271.18 - $303.12 $12.5K - $13.9K
19.2K $5.27M
NKE
Nike, Inc.

Consumer Cyclical
1.98K
+ 5.01%
$63.29 - $81.72 $126K - $162K
41.6K $2.64M
HD
Home Depot, Inc.

Consumer Cyclical
230
+ 1.12%
$347.25 - $424.87 $79.9K - $97.7K
20.8K $7.62M
MRK
Merck & Co., Inc.

Healthcare
4.19K
+ 5.16%
$83.01 - $101.02 $348K - $423K
85.3K $7.66M
UPS
United Parcel Service Inc

Industrials
6.1K
+ 8.18%
$109.66 - $136.26 $669K - $832K
80.7K $8.88M
VV
Vanguard Large Cap ETF

ETFs
758
+ 1.31%
$253.32 - $282.66 $192K - $214K
58.8K $15.1M
TSLA
Tesla, Inc.

Consumer Cyclical
41
+ 1.01%
$222.15 - $428.22 $9.11K - $17.6K
4.1K $1.06M
EMR
Emerson Electric CO

Industrials
2.72K
+ 3.68%
$108.64 - $131.17 $295K - $356K
76.5K $8.38M
MSFT
Microsoft Corp

Technology
253
+ 1.0%
$375.39 - $447.2 $95K - $113K
25.5K $9.58M
TGT
Target Corp

Consumer Defensive
3.24K
+ 5.29%
$103.65 - $142.5 $336K - $461K
64.5K $6.73M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Advocate Group LLC Portfolio

Follow Advocate Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocate Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocate Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email