Advocate Group LLC Incresed Positions in Q2 2025

Advocate Group LLC

  • $559 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
6.36K
+ 1.63%
$45.65 - $57.01 $290K - $363K
397K $22.6M
VV
Vanguard Large Cap ETF

ETFs
1.94K
+ 3.3%
$228.25 - $285.3 $443K - $554K
60.7K $17.3M
EMR
Emerson Electric CO

Industrials
2.77K
+ 3.62%
$94.15 - $133.33 $261K - $369K
79.2K $10.6M
KR
Kroger CO

Consumer Defensive
17.3K
+ 16.6%
$64.62 - $74.0 $1.12M - $1.28M
121K $8.71M
CAT
Caterpillar Inc

Industrials
329
+ 1.91%
$273.94 - $388.21 $90.1K - $128K
17.5K $6.8M
FCX
Freeport Mcmoran Inc

Basic Materials
12.8K
+ 18.46%
$29.15 - $44.46 $374K - $571K
82.4K $3.57M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.36K
+ 1.98%
$39.89 - $49.46 $93.9K - $116K
121K $6M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.29K
+ 1.6%
$54.19 - $67.22 $69.8K - $86.6K
81.7K $5.49M
NKE
Nike, Inc.

Consumer Cyclical
4.09K
+ 9.84%
$53.27 - $72.04 $218K - $295K
45.7K $3.24M
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.02%
$243.75 - $303.93 $975 - $1.22K
19.2K $5.82M
CMI
Cummins Inc

Industrials
307
+ 1.37%
$267.12 - $336.65 $82K - $103K
22.7K $7.42M
ADBE
Adobe Inc.

Technology
837
+ 6.1%
$340.0 - $420.68 $285K - $352K
14.6K $5.63M
VO
Vanguard Mid Cap ETF

ETFs
364
+ 3.16%
$228.54 - $279.83 $83.2K - $102K
11.9K $3.32M
SCCO
Southern Copper Corp

Basic Materials
358
+ 0.96%
$75.63 - $104.64 $27.1K - $37.5K
37.7K $3.82M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.41K
+ 2.42%
$49.57 - $50.27 $169K - $171K
144K $7.25M
TGT
Target Corp

Consumer Defensive
5.54K
+ 8.6%
$88.76 - $105.77 $492K - $586K
70K $6.91M
HD
Home Depot, Inc.

Consumer Cyclical
399
+ 1.92%
$335.24 - $380.78 $134K - $152K
21.2K $7.77M
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.27K
+ 1.66%
$24.54 - $25.07 $105K - $107K
262K $6.55M
VB
Vanguard Small Cap ETF

ETFs
217
+ 4.26%
$193.73 - $237.37 $42K - $51.5K
5.31K $1.26M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
11.4K
+ 30.62%
$67.83 - $92.33 $777K - $1.06M
48.8K $3.55M
FAST
Fastenal CO

Industrials
17.4K
+ 94.32%
$40.65 - $83.16 $709K - $1.45M
35.9K $1.51M
PEP
Pepsico Inc

Consumer Defensive
700
+ 46.76%
$128.02 - $151.37 $89.6K - $106K
2.2K $290K
IVV
Ishares Core S&P 500 ETF

ETFs
35
+ 8.43%
$498.8 - $620.9 $17.5K - $21.7K
450 $279K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
256
+ 0.49%
$100.04 - $100.54 $25.6K - $25.7K
52K $5.23M
RIO
Rio Tinto PLC

Basic Materials
1.8K
+ 3.4%
$52.32 - $62.75 $93.9K - $113K
54.5K $3.18M
NEE
Nextera Energy Inc

Utilities
1.04K
+ 1.88%
$64.11 - $75.0 $66.9K - $78.3K
56.6K $3.93M
WPC
W. P. Carey Inc.

Real Estate
150
+ 0.19%
$56.12 - $64.53 $8.42K - $9.68K
77.7K $4.85M
PSA
Public Storage

Real Estate
154
+ 0.84%
$266.31 - $309.77 $41K - $47.7K
18.5K $5.43M
MDT
Medtronic PLC

Healthcare
2.53K
+ 2.29%
$80.68 - $88.86 $204K - $224K
113K $9.81M
PLD
Prologis, Inc.

Real Estate
1.52K
+ 4.08%
$89.76 - $112.34 $137K - $171K
38.9K $4.08M
UNP
Union Pacific Corp

Industrials
477
+ 1.42%
$208.27 - $238.46 $99.3K - $114K
34.1K $7.85M
AVB
Avalonbay Communities Inc

Real Estate
92
+ 0.42%
$187.23 - $215.61 $17.2K - $19.8K
21.8K $4.43M
MRK
Merck & Co., Inc.

Healthcare
8.43K
+ 9.88%
$73.47 - $87.12 $619K - $734K
93.7K $7.42M
CB
Chubb LTD

Financial Services
112
+ 0.47%
$274.32 - $302.46 $30.7K - $33.9K
24.1K $6.97M
UPS
United Parcel Service Inc

Industrials
4.22K
+ 5.23%
$91.92 - $110.2 $388K - $465K
84.9K $8.57M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
40.5K
+ 16.2%
$21.02 - $26.3 $851K - $1.06M
290K $6.11M
JNJ
Johnson & Johnson

Healthcare
3.14K
+ 4.8%
$146.36 - $159.82 $459K - $501K
68.5K $10.5M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5K
+ 8.13%
$53.23 - $70.65 $266K - $353K
66.5K $3.85M
MCD
Mcdonalds Corp

Consumer Cyclical
301
+ 0.96%
$285.55 - $321.23 $86K - $96.7K
31.5K $9.21M
PG
Procter & Gamble CO

Consumer Defensive
125
+ 0.24%
$157.66 - $172.39 $19.7K - $21.5K
51.8K $8.25M
CVX
Chevron Corp

Energy
1.48K
+ 2.32%
$133.73 - $168.51 $198K - $250K
65.5K $9.39M
ABBV
Abb Vie Inc.

Healthcare
2.16K
+ 2.73%
$170.16 - $206.27 $368K - $446K
81.3K $15.1M
BMY
Bristol Myers Squibb CO

Healthcare
7.09K
+ 4.82%
$44.12 - $59.6 $313K - $422K
154K $7.14M
Activity Summary
Buys All Purchases 54 New Holdings 10 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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