Advocate Group LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $608 Million distributed in 122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $29.8M, General Mills Inc with a value of $27.3M, Vanguard Large Cap ETF with a value of $25.9M, Abb Vie Inc. with a value of $19M, and Verizon Communications Inc with a value of $14.8M.
Examining the 13F form we can see an increase of $49.6M in the current position value, from $559M to 608M.
Below you can find more details about Advocate Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$608 Million
ETFs: $116 Million
Technology: $74.2 Million
Healthcare: $72.1 Million
Consumer Defensive: $69.2 Million
Industrials: $51.5 Million
Financial Services: $49.2 Million
Utilities: $41.5 Million
Energy: $33.3 Million
Other: $101 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
