Advocate Group LLC Portfolio Holdings

Advocate Group LLC

  • $602 Million
  • Q4 2025

Advocate Group LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $602 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $31.8M, Vanguard Large Cap ETF with a value of $25.7M, General Mills Inc with a value of $25.6M, Abb Vie Inc. with a value of $17.8M, and Verizon Communications Inc with a value of $13.8M.

Examining the 13F form we can see an decrease of $6.48M in the current position value, from $608M to 602M.

Below you can find more details about Advocate Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $602 Million
ETFs: $121 Million
Technology: $75.7 Million
Healthcare: $72.9 Million
Consumer Defensive: $62.4 Million
Industrials: $51.6 Million
Utilities: $46.2 Million
Financial Services: $44.8 Million
Energy: $33.5 Million
Other: $93.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270B
$5.06 Million 0.84% of portfolio
66,825
Q4 2025 Reduced 1.58%
$112B
$4.82 Million 0.8% of portfolio
132,159
Q4 2025 Reduced 4.31%
$0
$4.81 Million 0.8% of portfolio
16,776
Q4 2025 Added 1.83%
$24.8B
$4.73 Million 0.79% of portfolio
26,625
Q4 2025 Added 19.85%
$152B
$4.63 Million 0.77% of portfolio
19,166
Q4 2025 New
$168B
$4.65 Million 0.77% of portfolio
54,219
Q4 2025 Reduced 3.79%
$512B
$4.44 Million 0.74% of portfolio
8,267
Q4 2025 Reduced 2.14%
$101B
$4.1 Million 0.68% of portfolio
31,406
Q4 2025 Reduced 15.04%
$114B
$3.84 Million 0.64% of portfolio
54,480
Q4 2025 Reduced 3.1%
$57.4B
$3.8 Million 0.63% of portfolio
94,720
Q4 2025 Added 6.79%
$1.65T
$3.72 Million 0.62% of portfolio
13,452
Q4 2025 Reduced 1.52%
$14.8B
$3.21 Million 0.53% of portfolio
70,831
Q4 2025 Added 1.74%
$237B
$3.03 Million 0.5% of portfolio
12,777
Q4 2025 Added 1.53%
$79.2B
$2.78 Million 0.46% of portfolio
44,270
Q4 2025 Reduced 4.53%
$317B
$2.7 Million 0.45% of portfolio
32,367
Q3 2025 Reduced 0.2%
$0
$2.53 Million 0.42% of portfolio
30,001
Q3 2023 Added 0.5%
$197B
$2.28 Million 0.38% of portfolio
9,984
Q4 2025 Reduced 1.05%
$12.4B
$2.22 Million 0.37% of portfolio
97,861
Q4 2025 New
$8.3B
$2.16 Million 0.36% of portfolio
42,433
Q4 2025 Reduced 25.09%
$144B
$2.04 Million 0.34% of portfolio
4,289
Q4 2025 Reduced 2.9%
$183B
$1.88 Million 0.31% of portfolio
5,497
Q4 2025 Reduced 0.67%
$0
$1.87 Million 0.31% of portfolio
7,501
Q4 2025 Added 1.26%
$39.2B
$1.86 Million 0.31% of portfolio
20,594
Q4 2025 Reduced 8.69%
$0
$1.76 Million 0.29% of portfolio
3,649
Q2 2024 Reduced 3.08%
$228B
$1.69 Million 0.28% of portfolio
12,996
Q3 2025 Reduced 1.72%
$1.29T
$1.65 Million 0.27% of portfolio
4,038
Q3 2025 Reduced 1.54%
$0
$1.49 Million 0.25% of portfolio
7,948
Q3 2024 Added 6.44%
$23.2B
$1.49 Million 0.25% of portfolio
36,716
Q4 2025 Added 2.15%
$277B
$1.09 Million 0.18% of portfolio
12,221
Q4 2025 Reduced 2.47%
$306B
$885,000 0.15% of portfolio
12,534
Q3 2025 Reduced 4.1%
$40.4B
$928,000 0.15% of portfolio
8,286
Q3 2025 Reduced 5.46%
$0
$890,000 0.15% of portfolio
5,900
Q4 2025 Reduced 1.45%
$65.7B
$845,000 0.14% of portfolio
2,977
Q4 2025 Reduced 0.93%
$65.7B
$664,000 0.11% of portfolio
8,431
Q2 2025 Reduced 5.47%
$490B
$671,000 0.11% of portfolio
5,707
Q4 2025 Reduced 11.12%
$21.3B
$637,000 0.11% of portfolio
3,665
Q4 2025 Reduced 0.46%
$45.5B
$573,000 0.1% of portfolio
3,627
Q4 2025 Reduced 5.62%
$0
$585,000 0.1% of portfolio
879
Q1 2023 Reduced 2.55%
$17.2B
$541,000 0.09% of portfolio
5,516
Q3 2025 Reduced 1.8%
$0
$526,000 0.09% of portfolio
10,507
Q4 2025 Added 61.27%
$11.4B
$474,000 0.08% of portfolio
1,384
Q4 2023 Reduced 7.55%
$25B
$480,000 0.08% of portfolio
12,098
Q2 2024 Reduced 7.34%
$32.2B
$402,000 0.07% of portfolio
6,872
Q4 2025 Reduced 0.43%
$1.37T
$399,000 0.07% of portfolio
656
Q4 2024 Reduced 21.62%
$0
$407,000 0.07% of portfolio
1,716
Q1 2023 Reduced 0.52%
$11.7B
$374,000 0.06% of portfolio
4,779
Q3 2024 Reduced 49.5%
$1.1B
$359,000 0.06% of portfolio
8,824
Q2 2025 New
$113B
$332,000 0.06% of portfolio
3,748
Q3 2025 Reduced 0.56%
$147B
$336,000 0.06% of portfolio
3,274
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $602 Million
  • Prior Value $608 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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