Advocate Group LLC Reduced Holdings in Q4 2025

Advocate Group LLC

  • $602 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-14.2K
- 25.09%
$50.84 - $83.8 $723K - $1.19M
42.4K $2.16M
JPM
Jpmorgan Chase & CO

Financial Services
-4.79K
- 12.14%
$294.11 - $320.41 $1.41M - $1.53M
34.7K $10.4M
MS
Morgan Stanley

Financial Services
-10.9K
- 15.1%
$151.86 - $169.92 $1.65M - $1.85M
61.3K $9.77M
SCHW
Schwab Charles Corp

Financial Services
-13.9K
- 12.11%
$91.91 - $97.71 $1.28M - $1.36M
101K $9.27M
MSFT
Microsoft Corp

Technology
-2.79K
- 11.29%
$496.82 - $542.07 $1.39M - $1.51M
21.9K $11.1M
GIS
General Mills Inc

Consumer Defensive
-501
- 0.09%
$45.98 - $50.93 $23K - $25.5K
540K $25.6M
HD
Home Depot, Inc.

Consumer Cyclical
-1.51K
- 7.11%
$358.03 - $397.02 $541K - $600K
19.8K $7.08M
KMB
Kimberly Clark Corp

Consumer Defensive
-3.41K
- 6.5%
$100.05 - $123.23 $341K - $420K
49.1K $5.1M
ABBV
Abb Vie Inc.

Healthcare
-6.04K
- 7.34%
$211.96 - $244.38 $1.28M - $1.47M
76.2K $17.8M
IBM
International Business Machines Corp

Technology
-5.84K
- 13.03%
$275.97 - $314.98 $1.61M - $1.84M
39K $11.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.1K
- 6.57%
$293.81 - $310.11 $617K - $651K
29.9K $9.1M
SO
Southern CO

Utilities
-2.05K
- 2.33%
$90.58 - $99.72 $185K - $204K
85.8K $7.77M
D
Dominion Energy, Inc

Utilities
-7.44K
- 5.64%
$58.49 - $61.69 $435K - $459K
124K $7.53M
AVGO
Broadcom Inc.

Technology
-2.16K
- 9.85%
$324.63 - $385.98 $702K - $835K
19.8K $6.79M
NKE
Nike, Inc.

Consumer Cyclical
-2.1K
- 4.53%
$60.8 - $74.57 $128K - $157K
44.3K $2.78M
CMI
Cummins Inc

Industrials
-2.79K
- 12.6%
$407.98 - $484.34 $1.14M - $1.35M
19.3K $8.95M
EMR
Emerson Electric CO

Industrials
-870
- 1.1%
$126.01 - $140.03 $110K - $122K
78.4K $10M
SCCO
Southern Copper Corp

Basic Materials
-5.56K
- 15.04%
$122.64 - $141.68 $682K - $788K
31.4K $4.1M
MA
Mastercard Inc

Financial Services
-181
- 2.14%
$536.85 - $580.45 $97.2K - $105K
8.27K $4.44M
EVRG
Evergy, Inc.

Utilities
-5.03K
- 3.44%
$75.56 - $78.73 $380K - $396K
141K $10.8M
CCI
Crown Castle International Corp

Real Estate
-1.96K
- 8.69%
$87.81 - $98.87 $172K - $194K
20.6K $1.86M
NTR
Nutrien Ltd.

Basic Materials
-6.23K
- 4.84%
$53.64 - $61.11 $334K - $381K
123K $7.28M
VV
Vanguard Large Cap ETF

ETFs
-1.38K
- 1.65%
$301.9 - $317.98 $418K - $440K
82.6K $25.7M
VTI
Vanguard Total Stock Market Et

ETFs
-729
- 3.82%
$321.8 - $337.95 $235K - $246K
18.3K $6.05M
PFE
Pfizer Inc

Healthcare
-1.53K
- 0.44%
$24.23 - $27.37 $37.1K - $41.9K
348K $8.74M
MAS
Masco Corp

Industrials
-1.22K
- 20.68%
$59.36 - $71.0 $72.7K - $86.9K
4.7K $278K
MDT
Medtronic PLC

Healthcare
-2.55K
- 2.23%
$90.06 - $98.43 $229K - $251K
112K $10.8M
WMT
Walmart Inc.

Consumer Defensive
-1.11K
- 4.61%
$101.18 - $109.03 $112K - $121K
23K $2.36M
PKG
Packaging Corp Of America

Consumer Cyclical
-353
- 22.83%
$195.59 - $215.64 $69K - $76.1K
1.19K $235K
DLR
Digital Realty Trust, Inc.

Real Estate
-216
- 5.62%
$158.11 - $179.28 $34.2K - $38.7K
3.63K $573K
DRI
Darden Restaurants Inc

Consumer Cyclical
-17
- 0.46%
$171.59 - $193.49 $2.92K - $3.29K
3.67K $637K
TXN
Texas Instruments Inc

Technology
-320
- 0.93%
N/A
34.1K $6.63M
NSC
Norfolk Southern Corp

Industrials
-28
- 0.93%
$279.53 - $300.15 $7.83K - $8.4K
2.98K $845K
XOM
Exxon Mobil Corp

Energy
-714
- 11.12%
$110.64 - $119.78 $79K - $85.5K
5.71K $671K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-87
- 1.45%
$150.5 - $159.55 $13.1K - $13.9K
5.9K $890K
ETN
Eaton Corp PLC

Industrials
-13
- 1.93%
$352.39 - $387.75 $4.58K - $5.04K
661 $232K
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 5.19%
$910.94 - $954.99 $12.8K - $13.4K
256 $233K
ADM
Archer Daniels Midland CO

Consumer Defensive
-30
- 0.43%
$56.0 - $63.38 $1.68K - $1.9K
6.87K $402K
BOTZ
Global X Fds

ETFs
-93
- 1.07%
$35.15 - $38.25 $3.27K - $3.56K
8.57K $301K
DE
Deere & CO

Industrials
-128
- 2.9%
$439.11 - $480.78 $56.2K - $61.5K
4.29K $2.04M
MU
Micron Technology Inc

Technology
-317
- 25.2%
$181.6 - $253.3 $57.6K - $80.3K
941 $232K
BP
Bp PLC

Energy
-5.95K
- 4.31%
$32.78 - $37.35 $195K - $222K
132K $4.82M
RIO
Rio Tinto PLC

Basic Materials
-1.74K
- 3.1%
$65.44 - $72.58 $114K - $127K
54.5K $3.84M
AZN
Astrazeneca PLC

Healthcare
-310
- 2.47%
$81.15 - $89.4 $25.2K - $27.7K
12.2K $1.09M
CSCO
Cisco Systems, Inc.

Technology
-20.9K
- 11.06%
$67.46 - $78.0 $1.41M - $1.63M
168K $13M
SHEL
Shell PLC

Energy
-1.08K
- 1.58%
$71.37 - $77.01 $76.7K - $82.8K
66.8K $5.06M
AMAT
Applied Materials Inc

Technology
-106
- 1.05%
$209.95 - $240.89 $22.3K - $25.5K
9.98K $2.28M
JNJ
Johnson & Johnson

Healthcare
-3.66K
- 5.21%
$185.98 - $199.58 $680K - $729K
66.5K $13.3M
CAT
Caterpillar Inc

Industrials
-1.85K
- 10.71%
$480.82 - $585.49 $889K - $1.08M
15.4K $8.51M
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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