Advocate Group LLC Portfolio Holdings

Advocate Group LLC

  • $559 Million
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.8B
$4.85 Million 0.87% of portfolio
77,679
Q2 2025 Added 0.19%
$26.9B
$4.43 Million 0.79% of portfolio
21,759
Q2 2025 Added 0.42%
$105B
$4.29 Million 0.77% of portfolio
143,498
Q2 2025 Reduced 3.61%
$104B
$4.08 Million 0.73% of portfolio
38,852
Q2 2025 Added 4.08%
$139B
$3.93 Million 0.7% of portfolio
56,632
Q2 2025 Added 1.88%
$17.7B
$3.85 Million 0.69% of portfolio
66,455
Q2 2025 Added 8.13%
$77.9B
$3.82 Million 0.68% of portfolio
37,734
Q2 2025 Added 0.96%
$65.8B
$3.57 Million 0.64% of portfolio
82,412
Q2 2025 Added 18.46%
$13.5B
$3.55 Million 0.63% of portfolio
48,845
Q2 2025 Added 30.62%
$244B
$3.28 Million 0.59% of portfolio
12,033
Q2 2025 New
$0
$3.32 Million 0.59% of portfolio
11,878
Q2 2025 Added 3.16%
$94.9B
$3.24 Million 0.58% of portfolio
45,654
Q2 2025 Added 9.84%
$101B
$3.18 Million 0.57% of portfolio
54,519
Q2 2025 Added 3.4%
$311B
$2.6 Million 0.46% of portfolio
32,433
Q2 2025 New
$274B
$2.5 Million 0.45% of portfolio
25,598
Q2 2025 Reduced 11.66%
$143B
$2.42 Million 0.43% of portfolio
4,767
Q2 2025 Reduced 2.69%
$41.3B
$2.43 Million 0.43% of portfolio
23,652
Q2 2025 Reduced 6.32%
$0
$2.32 Million 0.42% of portfolio
30,001
Q3 2023 Added 0.5%
$136B
$1.85 Million 0.33% of portfolio
10,100
Q2 2025 Reduced 0.47%
$233B
$1.8 Million 0.32% of portfolio
13,223
Q1 2025 Reduced 0.34%
$8.32B
$1.73 Million 0.31% of portfolio
18,000
Q2 2025 New
$0
$1.6 Million 0.29% of portfolio
3,649
Q2 2024 Reduced 3.08%
$150B
$1.62 Million 0.29% of portfolio
5,787
Q2 2025 Reduced 6.02%
$28.8B
$1.51 Million 0.27% of portfolio
35,942
Q2 2025 Added 94.32%
$0
$1.4 Million 0.25% of portfolio
7,948
Q3 2024 Added 6.44%
$0
$1.26 Million 0.23% of portfolio
5,309
Q2 2025 Added 4.26%
$1.07T
$1.3 Million 0.23% of portfolio
4,101
Q1 2025 Added 1.01%
$49.5B
$1.27 Million 0.23% of portfolio
8,765
Q2 2025 Reduced 0.83%
$295B
$924,000 0.17% of portfolio
13,070
Q1 2025 Reduced 0.3%
$253B
$877,000 0.16% of portfolio
12,564
Q2 2025 Reduced 0.96%
$468B
$905,000 0.16% of portfolio
8,404
Q2 2025 Reduced 39.18%
$69.8B
$766,000 0.14% of portfolio
8,431
Q2 2025 Reduced 5.47%
$25.7B
$802,000 0.14% of portfolio
3,682
Q1 2025 Reduced 0.38%
$64.8B
$769,000 0.14% of portfolio
3,005
Q2 2025 Reduced 4.24%
$46.8B
$669,000 0.12% of portfolio
3,843
Q1 2025 Reduced 2.83%
$13.4B
$611,000 0.11% of portfolio
1,384
Q4 2023 Reduced 7.55%
$0
$554,000 0.1% of portfolio
6,228
Q1 2025 Added 4.41%
$17.2B
$551,000 0.1% of portfolio
5,617
Q2 2025 Reduced 0.74%
$0
$543,000 0.1% of portfolio
879
Q1 2023 Reduced 2.55%
$16.7B
$487,000 0.09% of portfolio
7,571
Q2 2025 Reduced 21.58%
$1.65T
$484,000 0.09% of portfolio
656
Q4 2024 Reduced 21.62%
$23.6B
$444,000 0.08% of portfolio
12,098
Q2 2024 Reduced 7.34%
$0
$370,000 0.07% of portfolio
1,716
Q1 2023 Reduced 0.52%
$34B
$364,000 0.07% of portfolio
6,902
Q2 2025 Reduced 0.4%
$11.9B
$385,000 0.07% of portfolio
4,779
Q3 2024 Reduced 49.5%
$20.3B
$361,000 0.06% of portfolio
1,919
Q2 2025 Reduced 29.84%
$0
$339,000 0.06% of portfolio
1,000
Q4 2022 New
$122B
$338,000 0.06% of portfolio
3,769
Q1 2025 Reduced 10.67%
$154B
$351,000 0.06% of portfolio
3,274
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $559 Million
  • Prior Value $549 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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