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
$29.6B
$26 Million 4.65% of portfolio
501,734
Q2 2025 Reduced 2.02%
$0
$22.6 Million 4.05% of portfolio
396,615
Q2 2025 Added 1.63%
$0
$17.3 Million 3.1% of portfolio
60,706
Q2 2025 Added 3.3%
$350B
$15.1 Million 2.7% of portfolio
81,302
Q2 2025 Added 2.73%
$181B
$14.7 Million 2.63% of portfolio
339,090
Q2 2025 Reduced 1.0%
$217B
$14.1 Million 2.52% of portfolio
47,683
Q2 2025 Reduced 8.17%
$295B
$13.5 Million 2.42% of portfolio
194,866
Q2 2025 Reduced 2.18%
$3.89T
$12.6 Million 2.25% of portfolio
25,316
Q2 2025 Reduced 0.8%
$847B
$11.7 Million 2.1% of portfolio
40,519
Q2 2025 Reduced 3.14%
$95.1B
$11.1 Million 1.99% of portfolio
245,923
Q2 2025 Reduced 1.01%
$176B
$10.8 Million 1.93% of portfolio
118,355
Q2 2025 Reduced 1.31%
$243B
$10.6 Million 1.89% of portfolio
74,992
Q2 2025 Reduced 2.48%
$78.5B
$10.6 Million 1.89% of portfolio
79,237
Q2 2025 Added 3.62%
$453B
$10.5 Million 1.87% of portfolio
68,504
Q2 2025 Added 4.8%
$16.6B
$10.1 Million 1.8% of portfolio
145,938
Q2 2025 Added 4.61%
$123B
$9.81 Million 1.76% of portfolio
112,556
Q2 2025 Added 2.29%
$225B
$9.21 Million 1.65% of portfolio
31,526
Q2 2025 Added 0.96%
$53.1B
$8.71 Million 1.56% of portfolio
121,392
Q2 2025 Added 16.6%
$3.69T
$8.68 Million 1.55% of portfolio
42,301
Q2 2025 Reduced 0.45%
$63.2B
$8.57 Million 1.53% of portfolio
84,925
Q2 2025 Added 5.23%
$96.5B
$8.48 Million 1.52% of portfolio
71,885
Q2 2025 Reduced 1.17%
$138B
$8.37 Million 1.5% of portfolio
345,375
Q2 2025 Reduced 2.35%
$364B
$8.25 Million 1.48% of portfolio
51,761
Q2 2025 Added 0.24%
$103B
$8.21 Million 1.47% of portfolio
89,373
Q2 2025 Reduced 1.81%
$137B
$7.85 Million 1.41% of portfolio
34,126
Q2 2025 Added 1.42%
$397B
$7.77 Million 1.39% of portfolio
21,190
Q2 2025 Added 1.92%
$51.5B
$7.65 Million 1.37% of portfolio
135,265
Q2 2025 Reduced 1.82%
$30B
$7.54 Million 1.35% of portfolio
129,380
Q2 2025 Reduced 2.5%
$54.6B
$7.42 Million 1.33% of portfolio
22,661
Q2 2025 Added 1.37%
$204B
$7.42 Million 1.33% of portfolio
93,723
Q2 2025 Added 9.88%
$0
$7.25 Million 1.3% of portfolio
144,305
Q2 2025 Added 2.42%
$155B
$7.2 Million 1.29% of portfolio
117,742
Q2 2025 Reduced 4.37%
$97.7B
$7.14 Million 1.28% of portfolio
154,239
Q2 2025 Added 4.82%
$113B
$6.97 Million 1.25% of portfolio
24,055
Q2 2025 Added 0.47%
$48.5B
$6.91 Million 1.24% of portfolio
69,997
Q2 2025 Added 8.6%
$46B
$6.81 Million 1.22% of portfolio
52,855
Q2 2025 Reduced 1.83%
$220B
$6.8 Million 1.22% of portfolio
17,518
Q2 2025 Added 1.91%
$177B
$6.84 Million 1.22% of portfolio
35,159
Q2 2025 Reduced 0.95%
$0
$6.55 Million 1.17% of portfolio
261,885
Q2 2025 Added 1.66%
$124B
$6.47 Million 1.16% of portfolio
23,471
Q2 2025 Reduced 3.84%
$6.98B
$6.11 Million 1.09% of portfolio
290,184
Q2 2025 Added 16.2%
$0
$6 Million 1.07% of portfolio
121,274
Q2 2025 Added 1.98%
$0
$5.82 Million 1.04% of portfolio
19,165
Q2 2025 Added 0.02%
$159B
$5.63 Million 1.01% of portfolio
14,551
Q2 2025 Added 6.1%
$0
$5.49 Million 0.98% of portfolio
81,671
Q2 2025 Added 1.6%
$49.5B
$5.43 Million 0.97% of portfolio
18,519
Q2 2025 Added 0.84%
$0
$5.23 Million 0.94% of portfolio
51,986
Q2 2025 Added 0.49%
$548B
$4.9 Million 0.88% of portfolio
8,722
Q2 2025 Reduced 0.77%
$255B
$4.86 Million 0.87% of portfolio
68,976
Q2 2025 Reduced 0.83%

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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