Advocate Group LLC Portfolio Holdings
Advocate Group LLC
- $551 Million
- Q3 2024
Advocate Group LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $551 Million distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Mills Inc with a value of $39.5M, Vanguard Ftse Developed Market with a value of $18.4M, Abb Vie Inc. with a value of $15.3M, International Business Machines Corp with a value of $14.5M, and Vanguard Large Cap ETF with a value of $14.4M.
Examining the 13F form we can see an increase of $54.5M in the current position value, from $496M to 551M.
Below you can find more details about Advocate Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$551 Million
Consumer Defensive: $82.4 Million
Healthcare: $75.2 Million
ETFs: $70.6 Million
Technology: $68.5 Million
Industrials: $48 Million
Utilities: $39.1 Million
Financial Services: $37.6 Million
Energy: $32.4 Million
Other: $97.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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