Advocate Group LLC Incresed Positions in Q3 2024

Advocate Group LLC

  • $551 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
70.1K
+ 15.06%
$62.5 - $75.15 $4.38M - $5.27M
536K $39.5M
IBM
International Business Machines Corp

Technology
524
+ 0.81%
$175.1 - $223.38 $91.8K - $117K
65.6K $14.5M
VEA
Vanguard Ftse Developed Market

ETFs
18.7K
+ 5.67%
$47.6 - $53.31 $890K - $997K
349K $18.4M
ABBV
Abb Vie Inc.

Healthcare
295
+ 0.38%
$163.84 - $199.33 $48.3K - $58.8K
77.3K $15.3M
MCD
Mcdonalds Corp

Consumer Cyclical
1.22K
+ 4.32%
$245.82 - $304.51 $299K - $371K
29.4K $8.96M
ENB
Enbridge Inc

Energy
9.95K
+ 4.27%
$35.27 - $41.18 $351K - $410K
243K $9.86M
HD
Home Depot, Inc.

Consumer Cyclical
881
+ 4.48%
$333.64 - $405.2 $294K - $357K
20.5K $8.32M
BMY
Bristol Myers Squibb CO

Healthcare
2.87K
+ 2.14%
$39.66 - $51.75 $114K - $149K
137K $7.1M
MDT
Medtronic PLC

Healthcare
4.58K
+ 4.7%
$76.84 - $91.03 $352K - $417K
102K $9.17M
UL
Unilever PLC

Consumer Defensive
544
+ 0.38%
$54.7 - $65.59 $29.8K - $35.7K
142K $9.23M
VZ
Verizon Communications Inc

Communication Services
11.8K
+ 5.13%
$38.89 - $45.0 $461K - $533K
243K $10.9M
DUK
Duke Energy Corp

Utilities
961
+ 1.14%
$99.35 - $117.71 $95.5K - $113K
85.1K $9.81M
D
Dominion Energy, Inc

Utilities
2.82K
+ 2.1%
$48.01 - $58.53 $135K - $165K
137K $7.94M
EVRG
Evergy, Inc.

Utilities
4.98K
+ 4.34%
$52.46 - $62.01 $261K - $309K
120K $7.42M
GILD
Gilead Sciences, Inc.

Healthcare
1.04K
+ 1.34%
$66.59 - $83.99 $69.5K - $87.7K
78.7K $6.6M
SO
Southern CO

Utilities
264
+ 0.28%
$77.0 - $90.52 $20.3K - $23.9K
94.4K $8.51M
CAT
Caterpillar Inc

Industrials
327
+ 1.86%
$316.8 - $391.12 $104K - $128K
17.9K $7.01M
VV
Vanguard Large Cap ETF

ETFs
1.53K
+ 2.87%
$236.92 - $263.4 $363K - $404K
54.9K $14.4M
CMI
Cummins Inc

Industrials
192
+ 0.84%
$266.63 - $326.4 $51.2K - $62.7K
23.2K $7.49M
JNJ
Johnson & Johnson

Healthcare
1.01K
+ 1.78%
$145.48 - $167.38 $147K - $169K
57.8K $9.36M
CB
Chubb LTD

Financial Services
966
+ 4.25%
$252.51 - $292.2 $244K - $282K
23.7K $6.84M
UNP
Union Pacific Corp

Industrials
974
+ 2.89%
$221.78 - $256.09 $216K - $249K
34.6K $8.53M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
7.08K
+ 3.71%
$25.27 - $30.5 $179K - $216K
198K $5.85M
NEE
Nextera Energy Inc

Utilities
682
+ 1.21%
$69.9 - $84.97 $47.7K - $57.9K
57.1K $4.82M
SCHR
Schwab Intermediate Term Us Tr

ETFs
12.6K
+ 12.43%
$48.4 - $50.91 $611K - $642K
114K $5.78M
CCI
Crown Castle International Corp

Real Estate
1.91K
+ 7.51%
$95.29 - $120.24 $182K - $229K
27.3K $3.23M
MS
Morgan Stanley

Financial Services
1.56K
+ 1.88%
$92.07 - $106.96 $143K - $167K
84.4K $8.79M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.79K
+ 6.67%
$41.9 - $48.26 $285K - $328K
109K $5.2M
UNH
Unitedhealth Group Inc

Healthcare
194
+ 2.46%
$488.01 - $604.18 $94.7K - $117K
8.09K $4.73M
PG
Procter & Gamble CO

Consumer Defensive
1.53K
+ 2.99%
$160.76 - $177.82 $247K - $273K
52.9K $9.15M
RIO
Rio Tinto PLC

Basic Materials
6.67K
+ 17.11%
$59.71 - $71.21 $398K - $475K
45.6K $3.25M
PFE
Pfizer Inc

Healthcare
12K
+ 3.78%
$27.7 - $31.39 $332K - $376K
329K $9.52M
TGT
Target Corp

Consumer Defensive
1.03K
+ 1.82%
$133.47 - $159.25 $137K - $163K
57.5K $8.96M
PLD
Prologis, Inc.

Real Estate
777
+ 2.22%
$111.95 - $132.43 $87K - $103K
35.8K $4.52M
MA
Mastercard Inc

Financial Services
277
+ 3.47%
$429.6 - $500.99 $119K - $139K
8.25K $4.08M
AVB
Avalonbay Communities Inc

Real Estate
374
+ 1.69%
$200.95 - $234.65 $75.2K - $87.8K
22.5K $5.06M
JPM
Jpmorgan Chase & CO

Financial Services
419
+ 0.94%
$194.9 - $224.8 $81.7K - $94.2K
44.8K $9.45M
SCCO
Southern Copper Corp

Basic Materials
1.15K
+ 2.97%
$94.1 - $120.43 $108K - $138K
39.8K $4.6M
KMB
Kimberly Clark Corp

Consumer Defensive
1.18K
+ 2.05%
$135.05 - $148.35 $159K - $174K
58.4K $8.31M
BCE
Bce Inc

Communication Services
843
+ 0.56%
$31.33 - $36.08 $26.4K - $30.4K
151K $5.25M
VO
Vanguard Mid Cap ETF

ETFs
655
+ 6.63%
$237.84 - $263.83 $156K - $173K
10.5K $2.78M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.81K
+ 10.71%
$111.59 - $129.08 $313K - $362K
29K $3.44M
UPS
United Parcel Service Inc

Industrials
2.61K
+ 3.96%
$123.32 - $147.38 $322K - $384K
68.4K $9.32M
VEU
Vanguard Ftse All World Ex Us

ETFs
23
+ 0.03%
$56.47 - $63.69 $1.3K - $1.46K
68.2K $4.3M
FCX
Freeport Mcmoran Inc

Basic Materials
4.16K
+ 8.37%
$39.52 - $51.92 $164K - $216K
53.8K $2.69M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.25K
+ 5.11%
$100.09 - $100.69 $225K - $226K
46.2K $4.65M
VTV
Vanguard Value ETF

ETFs
481
+ 6.44%
$159.75 - $174.57 $76.8K - $84K
7.95K $1.39M
EMR
Emerson Electric CO

Industrials
2.14K
+ 3.24%
$98.19 - $118.87 $210K - $254K
68.1K $7.45M
XOM
Exxon Mobil Corp

Energy
799
+ 2.55%
$109.72 - $119.0 $87.7K - $95.1K
32.1K $3.77M
Activity Summary
Buys All Purchases 65 New Holdings 4 Increased Positions 61 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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