Advocate Group LLC Portfolio Holdings
Advocate Group LLC
- $602 Million
- Q4 2025
Advocate Group LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $602 Million distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $31.8M, Vanguard Large Cap ETF with a value of $25.7M, General Mills Inc with a value of $25.6M, Abb Vie Inc. with a value of $17.8M, and Verizon Communications Inc with a value of $13.8M.
Examining the 13F form we can see an decrease of $6.48M in the current position value, from $608M to 602M.
Below you can find more details about Advocate Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$602 Million
ETFs: $121 Million
Technology: $75.7 Million
Healthcare: $72.9 Million
Consumer Defensive: $62.4 Million
Industrials: $51.6 Million
Utilities: $46.2 Million
Financial Services: $44.8 Million
Energy: $33.5 Million
Other: $93.9 Million