Advocate Group LLC Reduced Holdings in Q3 2025

Advocate Group LLC

  • $608 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-2.85K
- 5.97%
$234.77 - $292.47 $668K - $832K
44.8K $12.7M
CSCO
Cisco Systems, Inc.

Technology
-6.38K
- 3.28%
$66.2 - $71.79 $423K - $458K
188K $12.9M
DE
Deere & CO

Industrials
-350
- 7.34%
$457.26 - $524.37 $160K - $184K
4.42K $2.02M
UL
Unilever PLC

Consumer Defensive
-1.45K
- 1.23%
$58.43 - $65.01 $84.5K - $94.1K
116K $6.89M
KMB
Kimberly Clark Corp

Consumer Defensive
-389
- 0.74%
$121.72 - $136.77 $47.3K - $53.2K
52.5K $6.52M
CCI
Crown Castle International Corp

Real Estate
-1.1K
- 4.64%
$92.96 - $113.91 $102K - $125K
22.6K $2.18M
PAYX
Paychex Inc

Industrials
-479
- 5.46%
$126.69 - $147.99 $60.7K - $70.9K
8.29K $1.05M
CB
Chubb LTD

Financial Services
-41
- 0.17%
$265.99 - $289.59 $10.9K - $11.9K
24K $6.78M
XOM
Exxon Mobil Corp

Energy
-1.98K
- 23.6%
$105.83 - $117.22 $210K - $232K
6.42K $723K
TXN
Texas Instruments Inc

Technology
-772
- 2.2%
N/A
34.4K $6.69M
KO
Coca Cola CO

Consumer Defensive
-536
- 4.1%
$65.67 - $71.67 $35.2K - $38.4K
12.5K $831K
MAS
Masco Corp

Industrials
-1.65K
- 21.82%
$64.44 - $76.07 $106K - $126K
5.92K $416K
ABT
Abbott Laboratories

Healthcare
-227
- 1.72%
$120.51 - $136.62 $27.4K - $31K
13K $1.74M
AMGN
Amgen Inc

Healthcare
-253
- 4.37%
$271.18 - $309.22 $68.6K - $78.2K
5.53K $1.56M
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 2.88%
$915.95 - $994.57 $7.33K - $7.96K
270 $249K
PKG
Packaging Corp Of America

Consumer Cyclical
-373
- 19.44%
$191.41 - $220.25 $71.4K - $82.2K
1.55K $336K
WMT
Walmart Inc.

Consumer Defensive
-1.53K
- 5.96%
$94.4 - $104.27 $144K - $159K
24.1K $2.48M
STLD
Steel Dynamics Inc

Basic Materials
-101
- 1.8%
N/A
5.52K $541K
SHEL
Shell PLC

Energy
-1.08K
- 1.56%
$69.82 - $73.93 $75.1K - $79.5K
67.9K $4.86M
SYY
Sysco Corp

Consumer Defensive
-307
- 7.81%
$76.33 - $82.51 $23.4K - $25.3K
3.63K $298K
LMT
Lockheed Martin Corp

Industrials
-29
- 5.24%
$410.74 - $499.21 $11.9K - $14.5K
524 $261K
PEP
Pepsico Inc

Consumer Defensive
-40
- 1.82%
$133.81 - $152.16 $5.35K - $6.09K
2.16K $302K
VNQ
Vanguard Specialized Funds Van

ETFs
-15
- 0.24%
$88.47 - $93.24 $1.33K - $1.4K
6.21K $567K
COP
Conocophillips

Energy
-21
- 0.56%
$91.0 - $98.99 $1.91K - $2.08K
3.75K $354K
NTR
Nutrien Ltd.

Basic Materials
-542
- 0.42%
$55.69 - $62.11 $30.2K - $33.7K
129K $7.56M
AZN
Astrazeneca PLC

Healthcare
-33
- 0.26%
$68.72 - $82.11 $2.27K - $2.71K
12.5K $961K
VZ
Verizon Communications Inc

Communication Services
-3.13K
- 0.92%
$40.84 - $45.06 $128K - $141K
336K $14.8M
WFC
Wells Fargo & Company

Financial Services
-66
- 0.2%
$77.05 - $85.16 $5.09K - $5.62K
32.4K $2.71M
SO
Southern CO

Utilities
-1.54K
- 1.73%
$90.83 - $96.0 $140K - $148K
87.8K $8.32M
SCHW
Schwab Charles Corp

Financial Services
-3.62K
- 3.06%
$91.03 - $98.69 $329K - $357K
115K $11M
MSFT
Microsoft Corp

Technology
-625
- 2.47%
$491.09 - $535.64 $307K - $335K
24.7K $12.8M
AMAT
Applied Materials Inc

Technology
-10
- 0.1%
$156.25 - $204.95 $1.56K - $2.05K
10.1K $2.07M
DUK
Duke Energy Corp

Utilities
-919
- 1.28%
$116.31 - $125.93 $107K - $116K
71K $8.78M
NEE
Nextera Energy Inc

Utilities
-275
- 0.49%
$69.77 - $77.54 $19.2K - $21.3K
56.4K $4.25M
D
Dominion Energy, Inc

Utilities
-3.47K
- 2.57%
$56.32 - $62.1 $196K - $216K
132K $8.06M
VTI
Vanguard Total Stock Market Et

ETFs
-95
- 0.5%
$303.93 - $329.86 $28.9K - $31.3K
19.1K $6.26M
BP
Bp PLC

Energy
-5.39K
- 3.75%
$30.25 - $35.69 $163K - $192K
138K $4.76M
TSLA
Tesla, Inc.

Consumer Cyclical
-63
- 1.54%
$293.94 - $444.72 $18.5K - $28K
4.04K $1.8M
SCCO
Southern Copper Corp

Basic Materials
-768
- 2.04%
$90.54 - $121.36 $69.5K - $93.2K
37K $4.49M
JPM
Jpmorgan Chase & CO

Financial Services
-1.05K
- 2.6%
$282.78 - $316.06 $298K - $333K
39.5K $12.4M
AVGO
Broadcom Inc.

Technology
-1.5K
- 6.37%
$264.74 - $369.57 $396K - $553K
22K $7.25M
GOOGL
Alphabet Inc.

Communication Services
-87
- 0.63%
$174.36 - $254.72 $15.2K - $22.2K
13.7K $3.32M
MS
Morgan Stanley

Financial Services
-2.81K
- 3.75%
$139.09 - $161.16 $391K - $453K
72.2K $11.5M
ENB
Enbridge Inc

Energy
-1.66K
- 0.67%
$43.79 - $50.46 $72.6K - $83.6K
244K $12.3M
CAT
Caterpillar Inc

Industrials
-261
- 1.49%
$390.92 - $477.15 $102K - $125K
17.3K $8.23M
AAPL
Apple Inc.

Technology
-1.38K
- 3.27%
$202.38 - $256.87 $280K - $356K
40.9K $10.4M
CMI
Cummins Inc

Industrials
-525
- 2.32%
$327.85 - $426.39 $172K - $224K
22.1K $9.35M
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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