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 Market Cap. of $10 Billions to $200 Billions
