Advocate Group LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $531 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Mills Inc with a value of $33.4M, Vanguard Ftse Developed Market with a value of $18M, Vanguard Large Cap ETF with a value of $15.6M, Abb Vie Inc. with a value of $13.9M, and International Business Machines Corp with a value of $12.6M.
Examining the 13F form we can see an decrease of $19.6M in the current position value, from $551M to 531M.
Below you can find more details about Advocate Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$531 Million
Consumer Defensive: $75.3 Million
Healthcare: $72.2 Million
ETFs: $71.5 Million
Technology: $68.1 Million
Industrials: $48.3 Million
Financial Services: $41.4 Million
Utilities: $35.8 Million
Energy: $31.5 Million
Other: $87 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
