Advocate Group LLC Purchases in Q3 2025

Advocate Group LLC

  • $608 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
23.3K
+ 38.42%
$285.05 - $309.14 $6.65M - $7.21M
84K $25.9M
VEA
Vanguard Ftse Developed Market

ETFs
101K
+ 25.51%
$56.02 - $60.3 $5.67M - $6.1M
498K $29.8M
ABBV
Abb Vie Inc.

Healthcare
945
+ 1.16%
$184.85 - $231.54 $175K - $219K
82.2K $19M
JNJ
Johnson & Johnson

Healthcare
1.62K
+ 2.36%
$155.17 - $185.42 $251K - $300K
70.1K $13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
29.1K
+ 23.97%
$49.43 - $54.52 $1.44M - $1.59M
150K $8.15M
SCHR
Schwab Intermediate Term Us Tr

ETFs
74.5K
+ 28.45%
$24.69 - $25.26 $1.84M - $1.88M
336K $8.45M
VO
Vanguard Mid Cap ETF

ETFs
4.6K
+ 38.7%
$279.83 - $293.74 $1.29M - $1.35M
16.5K $4.84M
GIS
General Mills Inc

Consumer Defensive
38.9K
+ 7.75%
$48.44 - $53.83 $1.88M - $2.09M
541K $27.3M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
7.8K
+ 15.97%
$71.86 - $87.45 $561K - $682K
56.6K $4.72M
EVRG
Evergy, Inc.

Utilities
550
+ 0.38%
$67.73 - $76.02 $37.3K - $41.8K
146K $11.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19K
+ 13.19%
$49.78 - $50.75 $948K - $966K
163K $8.27M
PPA
Invesco Exchange Traded Fd Tr

ETFs
5.99K
New
$139.82 - $155.45 $837K - $931K
5.99K $930K
CVX
Chevron Corp

Energy
528
+ 0.81%
$145.57 - $161.83 $76.9K - $85.4K
66.1K $10.3M
HD
Home Depot, Inc.

Consumer Cyclical
87
+ 0.41%
$357.4 - $423.42 $31.1K - $36.8K
21.3K $8.62M
MRK
Merck & Co., Inc.

Healthcare
3.87K
+ 4.13%
$77.6 - $87.37 $301K - $338K
97.6K $8.19M
UNP
Union Pacific Corp

Industrials
2.33K
+ 6.83%
$214.91 - $237.16 $501K - $553K
36.5K $8.62M
VB
Vanguard Small Cap ETF

ETFs
2.1K
+ 39.54%
$237.58 - $259.17 $499K - $544K
7.41K $1.88M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.43K
+ 4.2%
$66.38 - $71.68 $228K - $246K
85.1K $6.07M
PFE
Pfizer Inc

Healthcare
4.66K
+ 1.35%
$23.29 - $25.88 $108K - $120K
350K $8.92M
RIO
Rio Tinto PLC

Basic Materials
1.7K
+ 3.13%
$57.66 - $66.01 $98.3K - $112K
56.2K $3.71M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.15K
+ 9.9%
$100.16 - $100.7 $515K - $518K
57.1K $5.75M
MCD
Mcdonalds Corp

Consumer Cyclical
429
+ 1.36%
$291.67 - $316.99 $125K - $136K
32K $9.71M
WPC
W. P. Carey Inc.

Real Estate
337
+ 0.43%
$61.29 - $68.7 $20.7K - $23.2K
78K $5.27M
PLD
Prologis, Inc.

Real Estate
326
+ 0.84%
$104.08 - $115.35 $33.9K - $37.6K
39.2K $4.49M
AIQ
Global X Funds Global X Artifi

ETFs
6.52K
New
$43.2 - $49.66 $281K - $324K
6.52K $321K
BOTZ
Global X Fds

ETFs
8.66K
New
$32.14 - $35.96 $278K - $311K
8.66K $306K
XEL
Xcel Energy Inc

Utilities
3.19K
New
$67.56 - $80.65 $215K - $257K
3.19K $257K
NVDA
Nvidia Corp

Technology
1.2K
New
$153.3 - $186.58 $185K - $225K
1.2K $224K
IRBO
Ishares Robotics & Artificial

ETFs
6.72K
New
N/A
6.72K $215K
MU
Micron Technology Inc

Technology
1.26K
New
$104.88 - $168.89 $132K - $212K
1.26K $210K
PSA
Public Storage

Real Estate
393
+ 2.12%
$271.94 - $298.09 $107K - $117K
18.9K $5.46M
NKE
Nike, Inc.

Consumer Cyclical
717
+ 1.57%
$69.24 - $79.24 $49.6K - $56.8K
46.4K $3.23M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
19.9K
+ 6.86%
$19.08 - $23.53 $380K - $468K
310K $6.07M
ADBE
Adobe Inc.

Technology
1.21K
+ 8.34%
$333.65 - $392.1 $405K - $476K
15.8K $5.56M
BMY
Bristol Myers Squibb CO

Healthcare
2.36K
+ 1.53%
$43.31 - $48.98 $102K - $115K
157K $7.06M
TGT
Target Corp

Consumer Defensive
6.02K
+ 8.6%
$86.56 - $107.43 $521K - $647K
76K $6.82M
FCX
Freeport Mcmoran Inc

Basic Materials
6.29K
+ 7.63%
$35.34 - $47.21 $222K - $297K
88.7K $3.48M
AVB
Avalonbay Communities Inc

Real Estate
457
+ 2.1%
$182.72 - $204.51 $83.5K - $93.5K
22.2K $4.29M
EMR
Emerson Electric CO

Industrials
68
+ 0.09%
$128.6 - $149.63 $8.74K - $10.2K
79.3K $10.4M
KR
Kroger CO

Consumer Defensive
4.8K
+ 3.95%
$64.52 - $74.35 $310K - $357K
126K $8.51M
PG
Procter & Gamble CO

Consumer Defensive
227
+ 0.44%
$150.47 - $161.22 $34.2K - $36.6K
52K $7.99M
CRM
Salesforce, Inc.

Technology
551
+ 4.58%
$231.66 - $273.65 $128K - $151K
12.6K $2.98M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.16K
+ 4.76%
$48.34 - $67.22 $153K - $213K
69.6K $3.41M
UPS
United Parcel Service Inc

Industrials
3.45K
+ 4.06%
$82.58 - $105.54 $285K - $364K
88.4K $7.38M
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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