Advocate Group LLC Incresed Positions in Q4 2024

Advocate Group LLC

  • $531 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
5.62K
+ 8.25%
$108.13 - $134.33 $608K - $755K
73.8K $9.14M
CSCO
Cisco Systems, Inc.

Technology
3.23K
+ 1.61%
$52.45 - $60.02 $169K - $194K
203K $12M
VV
Vanguard Large Cap ETF

ETFs
3.14K
+ 5.72%
$260.27 - $280.65 $817K - $881K
58K $15.6M
BMY
Bristol Myers Squibb CO

Healthcare
7.94K
+ 5.78%
$51.92 - $59.94 $412K - $476K
145K $8.21M
AAPL
Apple Inc.

Technology
820
+ 1.72%
$221.69 - $259.02 $182K - $212K
48.6K $12.2M
ENB
Enbridge Inc

Energy
8.7K
+ 3.58%
$40.4 - $43.92 $351K - $382K
252K $10.7M
GILD
Gilead Sciences, Inc.

Healthcare
751
+ 0.95%
$83.95 - $97.9 $63K - $73.5K
79.4K $7.34M
EVRG
Evergy, Inc.

Utilities
12.9K
+ 10.8%
$59.06 - $65.0 $763K - $840K
133K $8.16M
MA
Mastercard Inc

Financial Services
526
+ 6.37%
$491.3 - $536.15 $258K - $282K
8.78K $4.62M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.16K
+ 6.84%
$100.22 - $100.73 $316K - $318K
49.3K $4.95M
SCHR
Schwab Intermediate Term Us Tr

ETFs
134K
+ 117.7%
$24.19 - $50.58 $3.25M - $6.79M
248K $6.04M
VO
Vanguard Mid Cap ETF

ETFs
664
+ 6.3%
$261.5 - $284.63 $174K - $189K
11.2K $2.96M
CVX
Chevron Corp

Energy
2.2K
+ 3.64%
$141.15 - $162.53 $311K - $358K
62.8K $9.09M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.56K
+ 12.56%
$57.29 - $63.1 $491K - $540K
76.8K $4.41M
UPS
United Parcel Service Inc

Industrials
6.22K
+ 9.09%
$122.65 - $138.35 $762K - $860K
74.6K $9.41M
VB
Vanguard Small Cap ETF

ETFs
285
+ 6.26%
$233.76 - $261.58 $66.6K - $74.6K
4.84K $1.16M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.78K
+ 300.68%
$25.93 - $105.3 $150K - $609K
7.7K $214K
FNDX
Schwab Fundamental U S Large C

ETFs
6.27K
+ 200.0%
$23.49 - $71.77 $147K - $450K
9.41K $222K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.4K
+ 200.0%
$25.79 - $80.4 $139K - $434K
8.1K $211K
LMT
Lockheed Martin Corp

Industrials
29
+ 5.53%
$479.66 - $614.62 $13.9K - $17.8K
553 $268K
MCD
Mcdonalds Corp

Consumer Cyclical
1.2K
+ 4.07%
$288.47 - $316.54 $346K - $379K
30.6K $8.88M
SHEL
Shell PLC

Energy
1.39K
+ 2.04%
$60.63 - $70.23 $84K - $97.3K
69.3K $4.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.39K
+ 4.95%
$44.04 - $49.49 $237K - $267K
114K $5.02M
RIO
Rio Tinto PLC

Basic Materials
6.38K
+ 13.99%
$58.59 - $71.15 $374K - $454K
52K $3.06M
ADBE
Adobe Inc.

Technology
1.26K
+ 11.28%
$437.39 - $552.96 $549K - $694K
12.4K $5.51M
CB
Chubb LTD

Financial Services
86
+ 0.36%
$271.57 - $301.89 $23.4K - $26K
23.8K $6.58M
HD
Home Depot, Inc.

Consumer Cyclical
36
+ 0.18%
$385.02 - $431.37 $13.9K - $15.5K
20.6K $8M
VEA
Vanguard Ftse Developed Market

ETFs
28.5K
+ 8.17%
$47.57 - $52.44 $1.36M - $1.49M
377K $18M
FCX
Freeport Mcmoran Inc

Basic Materials
6.14K
+ 11.4%
$38.08 - $50.82 $234K - $312K
60K $2.28M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.93K
+ 6.65%
$97.29 - $122.68 $188K - $237K
30.9K $3.02M
NKE
Nike, Inc.

Consumer Cyclical
699
+ 1.8%
$73.36 - $89.13 $51.3K - $62.3K
39.6K $2.99M
PFE
Pfizer Inc

Healthcare
12.5K
+ 3.82%
$24.8 - $30.19 $311K - $379K
341K $9.06M
D
Dominion Energy, Inc

Utilities
901
+ 0.66%
$52.63 - $60.92 $47.4K - $54.9K
138K $7.45M
JNJ
Johnson & Johnson

Healthcare
3.17K
+ 5.49%
$143.34 - $165.86 $455K - $526K
61K $8.82M
MRK
Merck & Co., Inc.

Healthcare
4.91K
+ 6.44%
$96.31 - $114.76 $472K - $563K
81.1K $8.07M
MDT
Medtronic PLC

Healthcare
4.9K
+ 4.81%
$79.61 - $92.24 $390K - $452K
107K $8.53M
TGT
Target Corp

Consumer Defensive
3.73K
+ 6.5%
$121.59 - $160.69 $454K - $600K
61.2K $8.28M
PLD
Prologis, Inc.

Real Estate
398
+ 1.11%
$101.4 - $126.96 $40.4K - $50.5K
36.2K $3.83M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.48K
+ 9.04%
$72.97 - $96.75 $327K - $433K
54K $4.01M
VZ
Verizon Communications Inc

Communication Services
9.55K
+ 3.94%
$39.6 - $45.21 $378K - $432K
252K $10.1M
ABBV
Abb Vie Inc.

Healthcare
652
+ 0.84%
$164.99 - $203.87 $108K - $133K
77.9K $13.9M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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