Advocate Group LLC Incresed Positions in Q4 2025

Advocate Group LLC

  • $602 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XEL
Xcel Energy Inc

Utilities
62K
+ 1943.84%
$79.6 - $81.85 $4.93M - $5.07M
65.2K $5.25M
VEA
Vanguard Ftse Developed Market

ETFs
21.2K
+ 4.26%
$59.18 - $62.09 $1.26M - $1.32M
519K $31.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
69K
+ 20.51%
$25.03 - $25.34 $1.73M - $1.75M
405K $10.2M
CB
Chubb LTD

Financial Services
2.86K
+ 11.92%
$268.2 - $296.22 $768K - $848K
26.9K $7.94M
MRK
Merck & Co., Inc.

Healthcare
1.21K
+ 1.24%
$82.49 - $92.93 $100K - $113K
98.8K $9.18M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
20.1K
+ 12.33%
$49.98 - $50.22 $1.01M - $1.01M
183K $9.18M
TGT
Target Corp

Consumer Defensive
8.93K
+ 11.74%
$85.53 - $97.77 $764K - $873K
84.9K $7.64M
CVX
Chevron Corp

Energy
5.4K
+ 8.17%
$148.9 - $157.72 $804K - $851K
71.5K $11.1M
BMY
Bristol Myers Squibb CO

Healthcare
9.08K
+ 5.8%
$42.6 - $49.08 $387K - $445K
166K $7.76M
WPC
W. P. Carey Inc.

Real Estate
9.37K
+ 12.01%
$65.26 - $69.2 $611K - $648K
87.4K $5.91M
PLD
Prologis, Inc.

Real Estate
2.09K
+ 5.32%
$111.23 - $127.18 $232K - $265K
41.3K $5.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.64K
+ 5.08%
$52.54 - $55.77 $402K - $426K
158K $8.67M
UNP
Union Pacific Corp

Industrials
4.86K
+ 13.32%
$216.37 - $237.41 $1.05M - $1.15M
41.3K $9.13M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.81K
+ 5.65%
$70.2 - $73.89 $338K - $355K
89.9K $6.57M
AVB
Avalonbay Communities Inc

Real Estate
4.41K
+ 19.85%
$173.92 - $191.37 $767K - $844K
26.6K $4.73M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.49K
+ 7.86%
$100.33 - $100.69 $451K - $452K
61.6K $6.19M
FCX
Freeport Mcmoran Inc

Basic Materials
6.02K
+ 6.79%
$38.65 - $43.31 $233K - $261K
94.7K $3.8M
AIQ
Global X Funds Global X Artifi

ETFs
3.99K
+ 61.27%
$48.93 - $53.56 $195K - $214K
10.5K $526K
PG
Procter & Gamble CO

Consumer Defensive
4.14K
+ 7.95%
$145.5 - $153.18 $602K - $633K
56.1K $8.18M
IRBO
Ishares Robotics & Artificial

ETFs
4.34K
+ 64.52%
N/A
11.1K $354K
PSA
Public Storage

Real Estate
1.41K
+ 7.44%
$272.78 - $311.8 $384K - $439K
20.3K $5.57M
CRM
Salesforce, Inc.

Technology
193
+ 1.53%
$235.69 - $263.41 $45.5K - $50.8K
12.8K $3.03M
VB
Vanguard Small Cap ETF

ETFs
93
+ 1.26%
$248.1 - $260.08 $23.1K - $24.2K
7.5K $1.87M
VO
Vanguard Mid Cap ETF

ETFs
301
+ 1.83%
$286.27 - $296.23 $86.2K - $89.2K
16.8K $4.81M
KR
Kroger CO

Consumer Defensive
885
+ 0.7%
$63.15 - $69.15 $55.9K - $61.2K
127K $8.48M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.21K
+ 1.74%
$42.38 - $49.47 $51.4K - $60K
70.8K $3.21M
FAST
Fastenal CO

Industrials
774
+ 2.15%
$40.45 - $48.17 $31.3K - $37.3K
36.7K $1.49M
ADBE
Adobe Inc.

Technology
451
+ 2.86%
$325.07 - $359.91 $147K - $162K
16.2K $5.27M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
24.4K
+ 7.86%
$15.66 - $19.57 $382K - $477K
334K $5.37M
VZ
Verizon Communications Inc

Communication Services
35
+ 0.01%
$38.4 - $43.83 $1.34K - $1.53K
336K $13.8M
Activity Summary
Buys All Purchases 39 New Holdings 8 Increased Positions 31 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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