Advocate Group LLC Reduced Holdings in Q2 2025

Advocate Group LLC

  • $559 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
-10.4K
- 2.02%
$50.37 - $60.97 $522K - $632K
502K $26M
VZ
Verizon Communications Inc

Communication Services
-3.44K
- 1.0%
$41.67 - $45.62 $143K - $157K
339K $14.7M
KMB
Kimberly Clark Corp

Consumer Defensive
-985
- 1.83%
$126.84 - $145.22 $125K - $143K
52.9K $6.81M
AAPL
Apple Inc.

Technology
-190
- 0.45%
$172.42 - $223.89 $32.8K - $42.5K
42.3K $8.68M
XOM
Exxon Mobil Corp

Energy
-5.41K
- 39.18%
$99.93 - $119.04 $541K - $644K
8.4K $905K
BP
Bp PLC

Energy
-5.38K
- 3.61%
$26.11 - $33.81 $140K - $182K
143K $4.29M
PFE
Pfizer Inc

Healthcare
-8.3K
- 2.35%
$21.59 - $24.84 $179K - $206K
345K $8.37M
DUK
Duke Energy Corp

Utilities
-849
- 1.17%
$112.46 - $124.05 $95.5K - $105K
71.9K $8.48M
AMGN
Amgen Inc

Healthcare
-371
- 6.02%
$262.28 - $309.85 $97.3K - $115K
5.79K $1.62M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.67K
- 46.36%
$63.54 - $68.5 $233K - $252K
4.25K $286K
CCI
Crown Castle International Corp

Real Estate
-1.6K
- 6.32%
$94.83 - $107.06 $151K - $171K
23.7K $2.43M
MAS
Masco Corp

Industrials
-2.08K
- 21.58%
$58.73 - $71.06 $122K - $148K
7.57K $487K
PKG
Packaging Corp Of America

Consumer Cyclical
-816
- 29.84%
$175.97 - $201.36 $144K - $164K
1.92K $361K
SO
Southern CO

Utilities
-1.65K
- 1.81%
$84.91 - $92.56 $140K - $153K
89.4K $8.21M
UL
Unilever PLC

Consumer Defensive
-5.38K
- 4.37%
$57.9 - $65.43 $311K - $352K
118K $7.2M
PAYX
Paychex Inc

Industrials
-73
- 0.83%
$137.01 - $159.78 $10K - $11.7K
8.77K $1.27M
D
Dominion Energy, Inc

Utilities
-2.51K
- 1.82%
$49.66 - $58.0 $125K - $146K
135K $7.65M
CL
Colgate Palmolive CO

Consumer Defensive
-488
- 5.47%
$87.57 - $96.0 $42.7K - $46.8K
8.43K $766K
TXN
Texas Instruments Inc

Technology
-338
- 0.95%
N/A
35.2K $6.84M
AZN
Astrazeneca PLC

Healthcare
-122
- 0.96%
$64.87 - $75.0 $7.91K - $9.15K
12.6K $877K
WMT
Walmart Inc.

Consumer Defensive
-3.38K
- 11.66%
$81.79 - $99.98 $276K - $338K
25.6K $2.5M
T
At&T Inc.

Communication Services
-603
- 7.19%
$26.33 - $28.94 $15.9K - $17.5K
7.79K $225K
MMM
3 M CO

Industrials
-121
- 6.46%
$126.09 - $154.15 $15.3K - $18.7K
1.75K $266K
STLD
Steel Dynamics Inc

Basic Materials
-42
- 0.74%
N/A
5.62K $551K
NSC
Norfolk Southern Corp

Industrials
-133
- 4.24%
$206.34 - $257.46 $27.4K - $34.2K
3.01K $769K
ADM
Archer Daniels Midland CO

Consumer Defensive
-28
- 0.4%
$41.79 - $54.16 $1.17K - $1.52K
6.9K $364K
MA
Mastercard Inc

Financial Services
-68
- 0.77%
$479.92 - $590.74 $32.6K - $40.2K
8.72K $4.9M
DE
Deere & CO

Industrials
-132
- 2.69%
$412.99 - $531.48 $54.5K - $70.2K
4.77K $2.42M
ENB
Enbridge Inc

Energy
-2.51K
- 1.01%
$41.09 - $47.16 $103K - $119K
246K $11.1M
AMAT
Applied Materials Inc

Technology
-48
- 0.47%
$126.95 - $183.52 $6.09K - $8.81K
10.1K $1.85M
NTR
Nutrien Ltd.

Basic Materials
-3.32K
- 2.5%
$46.88 - $62.89 $156K - $209K
129K $7.54M
IBM
International Business Machines Corp

Technology
-4.24K
- 8.17%
$221.03 - $294.78 $938K - $1.25M
47.7K $14.1M
CSCO
Cisco Systems, Inc.

Technology
-4.35K
- 2.18%
$53.19 - $69.38 $231K - $302K
195K $13.5M
SCHW
Schwab Charles Corp

Financial Services
-1.58K
- 1.31%
$69.06 - $91.24 $109K - $144K
118K $10.8M
JPM
Jpmorgan Chase & CO

Financial Services
-1.32K
- 3.14%
$210.28 - $289.91 $277K - $381K
40.5K $11.7M
MS
Morgan Stanley

Financial Services
-1.91K
- 2.48%
$99.83 - $140.86 $190K - $269K
75K $10.6M
AVGO
Broadcom Inc.

Technology
-937
- 3.84%
$146.29 - $275.65 $137K - $258K
23.5K $6.47M
MSFT
Microsoft Corp

Technology
-203
- 0.8%
$354.56 - $497.45 $72K - $101K
25.3K $12.6M
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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