Advocate Group LLC Reduced Holdings in Q1 2025

Advocate Group LLC

  • $549 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
-11K
- 2.11%
$57.56 - $65.3 $635K - $720K
512K $30.6M
AAPL
Apple Inc.

Technology
-6.11K
- 12.58%
$209.68 - $247.1 $1.28M - $1.51M
42.5K $9.44M
AVGO
Broadcom Inc.

Technology
-521
- 2.09%
$167.43 - $244.7 $87.2K - $127K
24.4K $4.09M
MS
Morgan Stanley

Financial Services
-3.92K
- 4.85%
$111.68 - $141.08 $437K - $552K
76.9K $8.97M
CMI
Cummins Inc

Industrials
-251
- 1.11%
$312.92 - $386.07 $78.5K - $96.9K
22.4K $7.01M
XOM
Exxon Mobil Corp

Energy
-8.84K
- 39.02%
$105.44 - $118.93 $932K - $1.05M
13.8K $1.64M
UNH
Unitedhealth Group Inc

Healthcare
-1.58K
- 19.62%
$461.52 - $548.18 $730K - $867K
6.48K $3.39M
CAT
Caterpillar Inc

Industrials
-253
- 1.45%
$326.75 - $407.63 $82.7K - $103K
17.2K $5.67M
AMAT
Applied Materials Inc

Technology
-834
- 7.59%
$145.06 - $195.51 $121K - $163K
10.1K $1.47M
JPM
Jpmorgan Chase & CO

Financial Services
-2.26K
- 5.12%
$225.19 - $279.95 $508K - $632K
41.8K $10.3M
TXN
Texas Instruments Inc

Technology
-930
- 2.55%
N/A
35.5K $6.91M
PKG
Packaging Corp Of America

Consumer Cyclical
-410
- 13.04%
$192.03 - $242.13 $78.7K - $99.3K
2.74K $541K
WMT
Walmart Inc.

Consumer Defensive
-1.01K
- 3.36%
$84.5 - $105.05 $85.1K - $106K
29K $2.54M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.7K
- 31.83%
$56.12 - $68.15 $208K - $252K
7.93K $537K
DLR
Digital Realty Trust, Inc.

Real Estate
-112
- 2.83%
$142.1 - $183.56 $15.9K - $20.6K
3.84K $550K
UL
Unilever PLC

Consumer Defensive
-7.87K
- 6.01%
$54.72 - $60.29 $431K - $475K
123K $7.33M
MAS
Masco Corp

Industrials
-847
- 8.07%
$68.67 - $81.85 $58.2K - $69.3K
9.65K $671K
NEE
Nextera Energy Inc

Utilities
-414
- 0.74%
$66.96 - $76.16 $27.7K - $31.5K
55.6K $3.94M
ADM
Archer Daniels Midland CO

Consumer Defensive
-780
- 10.12%
$45.22 - $52.17 $35.3K - $40.7K
6.93K $332K
COP
Conocophillips

Energy
-450
- 10.67%
$88.6 - $105.85 $39.9K - $47.6K
3.77K $395K
SCCO
Southern Copper Corp

Basic Materials
-732
- 1.92%
$85.92 - $101.48 $62.9K - $74.3K
37.4K $3.49M
CL
Colgate Palmolive CO

Consumer Defensive
-40
- 0.45%
$85.68 - $97.5 $3.43K - $3.9K
8.92K $835K
PG
Procter & Gamble CO

Consumer Defensive
-524
- 1.0%
$158.56 - $176.26 $83.1K - $92.4K
51.6K $8.8M
DRI
Darden Restaurants Inc

Consumer Cyclical
-14
- 0.38%
$180.02 - $208.56 $2.52K - $2.92K
3.68K $764K
FAST
Fastenal CO

Industrials
-49
- 0.26%
$71.11 - $79.98 $3.48K - $3.92K
18.5K $1.43M
UNP
Union Pacific Corp

Industrials
-733
- 2.13%
$225.21 - $254.42 $165K - $186K
33.6K $7.95M
KO
Coca Cola CO

Consumer Defensive
-39
- 0.3%
$60.81 - $72.32 $2.37K - $2.82K
13.1K $936K
CCI
Crown Castle International Corp

Real Estate
-1.42K
- 5.31%
$84.33 - $106.39 $119K - $151K
25.2K $2.63M
DE
Deere & CO

Industrials
-11
- 0.22%
$408.57 - $509.27 $4.49K - $5.6K
4.9K $2.3M
ABT
Abbott Laboratories

Healthcare
-45
- 0.34%
$111.1 - $140.22 $5K - $6.31K
13.2K $1.75M
CSCO
Cisco Systems, Inc.

Technology
-3.95K
- 1.94%
$58.74 - $64.87 $232K - $256K
199K $12.3M
D
Dominion Energy, Inc

Utilities
-588
- 0.42%
$52.85 - $57.43 $31.1K - $33.8K
138K $7.73M
AMGN
Amgen Inc

Healthcare
-17
- 0.28%
$258.59 - $327.36 $4.4K - $5.57K
6.16K $1.92M
ENB
Enbridge Inc

Energy
-3.08K
- 1.23%
$41.54 - $45.45 $128K - $140K
248K $11M
IBM
International Business Machines Corp

Technology
-5.21K
- 9.13%
$217.4 - $264.74 $1.13M - $1.38M
51.9K $12.9M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.85K
- 3.33%
$124.46 - $147.4 $231K - $273K
53.8K $7.66M
SCHW
Schwab Charles Corp

Financial Services
-1.24K
- 1.02%
$71.24 - $83.64 $88.1K - $103K
120K $9.39M
BP
Bp PLC

Energy
-4.41K
- 2.88%
$29.93 - $35.31 $132K - $156K
149K $5.03M
NTR
Nutrien Ltd.

Basic Materials
-55
- 0.04%
$45.28 - $53.84 $2.49K - $2.96K
133K $6.59M
DUK
Duke Energy Corp

Utilities
-3.23K
- 4.26%
$105.87 - $121.97 $342K - $394K
72.7K $8.87M
SO
Southern CO

Utilities
-1.99K
- 2.14%
$80.96 - $92.96 $161K - $185K
91K $8.37M
GILD
Gilead Sciences, Inc.

Healthcare
-2.01K
- 2.54%
$89.14 - $117.41 $180K - $236K
77.4K $8.68M
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
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