Advocate Group LLC Portfolio Holdings

Advocate Group LLC

  • $559 Million
  • Q2 2025

Advocate Group LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $559 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: General Mills Inc with a value of $26M, Vanguard Ftse Developed Market with a value of $22.6M, Vanguard Large Cap ETF with a value of $17.3M, Abb Vie Inc. with a value of $15.1M, and Verizon Communications Inc with a value of $14.7M.

Examining the 13F form we can see an increase of $10.1M in the current position value, from $549M to 559M.

Below you can find more details about Advocate Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $559 Million
ETFs: $89.2 Million
Technology: $73.4 Million
Consumer Defensive: $69.6 Million
Healthcare: $63.2 Million
Industrials: $49.3 Million
Financial Services: $47.6 Million
Utilities: $39 Million
Energy: $31.1 Million
Other: $96.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.2B
$26 Million 4.65% of portfolio
501,734
Q2 2025 Reduced 2.02%
$351B
$15.1 Million 2.7% of portfolio
81,302
Q2 2025 Added 2.73%
$182B
$14.7 Million 2.63% of portfolio
339,090
Q2 2025 Reduced 1.0%
$210B
$14.1 Million 2.52% of portfolio
47,683
Q2 2025 Reduced 8.17%
$293B
$13.5 Million 2.42% of portfolio
194,866
Q2 2025 Reduced 2.18%
$3.95T
$12.6 Million 2.25% of portfolio
25,316
Q2 2025 Reduced 0.8%
$859B
$11.7 Million 2.1% of portfolio
40,519
Q2 2025 Reduced 3.14%
$95.8B
$11.1 Million 1.99% of portfolio
245,923
Q2 2025 Reduced 1.01%
$179B
$10.8 Million 1.93% of portfolio
118,355
Q2 2025 Reduced 1.31%
$250B
$10.6 Million 1.89% of portfolio
74,992
Q2 2025 Reduced 2.48%
$78.6B
$10.6 Million 1.89% of portfolio
79,237
Q2 2025 Added 3.62%
$452B
$10.5 Million 1.87% of portfolio
68,504
Q2 2025 Added 4.8%
$16.7B
$10.1 Million 1.8% of portfolio
145,938
Q2 2025 Added 4.61%
$122B
$9.81 Million 1.76% of portfolio
112,556
Q2 2025 Added 2.29%
$302B
$9.39 Million 1.68% of portfolio
65,546
Q2 2025 Added 2.32%
$222B
$9.21 Million 1.65% of portfolio
31,526
Q2 2025 Added 0.96%
$3.69T
$8.68 Million 1.55% of portfolio
42,301
Q2 2025 Reduced 0.45%
$63.8B
$8.57 Million 1.53% of portfolio
84,925
Q2 2025 Added 5.23%
$95.8B
$8.48 Million 1.52% of portfolio
71,885
Q2 2025 Reduced 1.17%
$138B
$8.37 Million 1.5% of portfolio
345,375
Q2 2025 Reduced 2.35%
$368B
$8.25 Million 1.48% of portfolio
51,761
Q2 2025 Added 0.24%
$102B
$8.21 Million 1.47% of portfolio
89,373
Q2 2025 Reduced 1.81%
$135B
$7.85 Million 1.41% of portfolio
34,126
Q2 2025 Added 1.42%
$405B
$7.77 Million 1.39% of portfolio
21,190
Q2 2025 Added 1.92%
$51B
$7.65 Million 1.37% of portfolio
135,265
Q2 2025 Reduced 1.82%
$30.2B
$7.54 Million 1.35% of portfolio
129,380
Q2 2025 Reduced 2.5%
$56.3B
$7.42 Million 1.33% of portfolio
22,661
Q2 2025 Added 1.37%
$203B
$7.42 Million 1.33% of portfolio
93,723
Q2 2025 Added 9.88%
$155B
$7.2 Million 1.29% of portfolio
117,742
Q2 2025 Reduced 4.37%
$99B
$7.14 Million 1.28% of portfolio
154,239
Q2 2025 Added 4.82%
$112B
$6.97 Million 1.25% of portfolio
24,055
Q2 2025 Added 0.47%
$48.9B
$6.91 Million 1.24% of portfolio
69,997
Q2 2025 Added 8.6%
$45.1B
$6.81 Million 1.22% of portfolio
52,855
Q2 2025 Reduced 1.83%
$218B
$6.8 Million 1.22% of portfolio
17,518
Q2 2025 Added 1.91%
$177B
$6.84 Million 1.22% of portfolio
35,159
Q2 2025 Reduced 0.95%
$127B
$6.47 Million 1.16% of portfolio
23,471
Q2 2025 Reduced 3.84%
$6.97B
$6.11 Million 1.09% of portfolio
290,184
Q2 2025 Added 16.2%
$157B
$5.63 Million 1.01% of portfolio
14,551
Q2 2025 Added 6.1%
$49.2B
$5.43 Million 0.97% of portfolio
18,519
Q2 2025 Added 0.84%
$548B
$4.9 Million 0.88% of portfolio
8,722
Q2 2025 Reduced 0.77%
$258B
$4.86 Million 0.87% of portfolio
68,976
Q2 2025 Reduced 0.83%
$13.5B
$4.85 Million 0.87% of portfolio
77,679
Q2 2025 Added 0.19%
$26.1B
$4.43 Million 0.79% of portfolio
21,759
Q2 2025 Added 0.42%
$104B
$4.29 Million 0.77% of portfolio
143,498
Q2 2025 Reduced 3.61%
$96.8B
$4.08 Million 0.73% of portfolio
38,852
Q2 2025 Added 4.08%
$141B
$3.93 Million 0.7% of portfolio
56,632
Q2 2025 Added 1.88%
$16.4B
$3.85 Million 0.69% of portfolio
66,455
Q2 2025 Added 8.13%
$76B
$3.82 Million 0.68% of portfolio
37,734
Q2 2025 Added 0.96%
$60.2B
$3.57 Million 0.64% of portfolio
82,412
Q2 2025 Added 18.46%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $559 Million
  • Prior Value $549 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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