Advocate Group LLC Top Holdings and 13F Report (2025) About Advocate Group LLCInvestment ActivityAdvocate Group LLC has $531.07 million in total holdings as of December 31, 2024.Advocate Group LLC owns shares of 115 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 4.08% of the portfolio was purchased this quarter.About 2.30% of the portfolio was sold this quarter.This quarter, Advocate Group LLC has purchased 118 new stocks and bought additional shares in 42 stocks.Advocate Group LLC sold shares of 46 stocks and completely divested from 5 stocks this quarter.Largest Holdings General Mills $33,359,594Vanguard FTSE Developed Markets ETF $18,035,996Vanguard Large-Cap ETF $15,644,586AbbVie $13,851,004International Business Machines $12,560,963 Largest New Holdings this Quarter Kroger $4,003,980 HoldingBerkshire Hathaway $516,286 Holding Largest Purchases this Quarter Kroger 65,478 shares (about $4.00M)Schwab Intermediate-Term U.S. Treasury ETF 134,333 shares (about $3.26M)Vanguard FTSE Developed Markets ETF 28,485 shares (about $1.36M)Vanguard Large-Cap ETF 3,138 shares (about $846.32K)EVERGY INC 12,918 shares (about $795.10K) Largest Sales this Quarter International Business Machines 8,464 shares (about $1.86M)Exxon Mobil 9,478 shares (about $1.02M)Duke Energy 9,110 shares (about $981.51K)General Mills 12,465 shares (about $794.89K)Unilever 11,110 shares (about $629.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAdvocate Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGISGeneral Mills$33,359,594$794,892 ▼-2.3%523,1246.3%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$18,035,996$1,362,154 ▲8.2%377,1643.4%ETFVVVanguard Large-Cap ETF$15,644,586$846,324 ▲5.7%58,0072.9%ETFABBVAbbVie$13,851,004$115,860 ▲0.8%77,9462.6%MedicalIBMInternational Business Machines$12,560,963$1,860,655 ▼-12.9%57,1392.4%Computer and TechnologyAAPLApple$12,171,356$205,343 ▲1.7%48,6042.3%Computer and TechnologyCSCOCisco Systems$12,027,002$190,979 ▲1.6%203,1592.3%Computer and TechnologyENBEnbridge$10,672,036$368,929 ▲3.6%251,5212.0%Oils/EnergyMSFTMicrosoft$10,649,619$463,229 ▼-4.2%25,2662.0%Computer and TechnologyJPMJPMorgan Chase & Co.$10,569,054$176,666 ▼-1.6%44,0912.0%FinanceMSMorgan Stanley$10,160,188$446,180 ▼-4.2%80,8161.9%FinanceVZVerizon Communications$10,083,758$382,064 ▲3.9%252,1571.9%Computer and TechnologyUPSUnited Parcel Service$9,407,060$783,838 ▲9.1%74,6001.8%TransportationEMREmerson Electric$9,139,961$696,363 ▲8.2%73,7511.7%Industrial ProductsCVXChevron$9,092,828$319,230 ▲3.6%62,7781.7%Oils/EnergyPFEPfizer$9,056,758$332,898 ▲3.8%341,3781.7%MedicalSCHWCharles Schwab$8,967,496$16,504 ▼-0.2%121,1661.7%FinanceMCDMcDonald's$8,878,171$347,288 ▲4.1%30,6261.7%Retail/WholesaleJNJJohnson & Johnson$8,814,980$458,588 ▲5.5%60,9531.7%MedicalPGProcter & Gamble$8,744,624$115,846 ▼-1.3%52,1601.6%Consumer StaplesMDTMedtronic$8,529,267$391,172 ▲4.8%106,7761.6%MedicalTGTTarget$8,275,179$504,762 ▲6.5%61,2161.6%Retail/WholesaleBMYBristol-Myers Squibb$8,211,211$448,860 ▲5.8%145,1771.5%MedicalDUKDuke Energy$8,184,792$981,511 ▼-10.7%75,9681.5%UtilitiesEVERGY INC$8,159,560$795,103 ▲10.8%132,5681.5%COMMRKMerck & Co., Inc.$8,068,524$487,949 ▲6.4%81,1071.5%MedicalHDHome Depot$7,998,023$14,004 ▲0.2%20,5611.5%Retail/WholesaleCMICummins$7,880,103$190,336 ▼-2.4%22,6051.5%Auto/Tires/TrucksUNPUnion Pacific$7,840,471$57,010 ▼-0.7%34,3821.5%TransportationSOSouthern$7,656,336$114,507 ▼-1.5%93,0071.4%UtilitiesDDominion Energy$7,452,447$48,528 ▲0.7%138,3671.4%UtilitiesULUnilever$7,427,133$629,937 ▼-7.8%130,9901.4%Consumer StaplesGILDGilead Sciences$7,338,335$69,370 ▲1.0%79,4451.4%MedicalKMBKimberly-Clark$7,298,125$355,511 ▼-4.6%55,6941.4%Consumer StaplesTXNTexas Instruments$6,830,427$246,013 ▼-3.5%36,4271.3%Computer and TechnologyCBChubb$6,575,940$23,762 ▲0.4%23,8001.2%FinanceCATCaterpillar$6,327,260$173,399 ▼-2.7%17,4421.2%Industrial ProductsGPKGraphic Packaging$6,148,997$779,574 ▲14.5%226,3991.2%Industrial ProductsSCHRSchwab Intermediate-Term U.S. Treasury ETF$6,035,191$3,262,949 ▲117.7%248,4641.1%ETFNTRNutrien$5,940,786$71,018 ▼-1.2%132,7551.1%Basic MaterialsAVGOBroadcom$5,779,539$358,425 ▼-5.8%24,9291.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$5,539,800$231,851 ▼-4.0%19,1151.0%ETFADBEAdobe$5,506,472$558,073 ▲11.3%12,3831.0%Computer and TechnologyPSAPublic Storage$5,488,229$171,283 ▼-3.0%18,3281.0%FinanceVWOVanguard FTSE Emerging Markets ETF$5,023,776$237,155 ▲5.0%114,0730.9%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$4,951,378$316,874 ▲6.8%49,3460.9%ETFAVBAvalonBay Communities$4,839,120$101,626 ▼-2.1%21,9990.9%FinanceMAMastercard$4,623,285$276,976 ▲6.4%8,7800.9%Business ServicesBPBP$4,531,075$99,647 ▼-2.2%153,2840.9%Oils/EnergyVEUVanguard FTSE All-World ex-US ETF$4,406,290$491,546 ▲12.6%76,7510.8%ETFSHELShell$4,341,958$86,770 ▲2.0%69,3050.8%Oils/EnergyWPCW. P. Carey$4,110,840$8,553 ▼-0.2%75,4560.8%FinanceUNHUnitedHealth Group$4,076,220$18,211 ▼-0.4%8,0580.8%MedicalNEENextEra Energy$4,014,783$75,848 ▼-1.9%56,0020.8%UtilitiesLYBLyondellBasell Industries$4,008,575$332,358 ▲9.0%53,9730.8%Basic MaterialsKRKroger$4,003,980$4,003,980 ▲New Holding65,4780.8%Retail/WholesalePLDPrologis$3,826,129$42,069 ▲1.1%36,1980.7%FinanceSCCOSouthern Copper$3,472,782$152,460 ▼-4.2%38,1080.7%Basic MaterialsBCEBCE$3,403,079$93,253 ▼-2.7%146,8110.6%UtilitiesRIORio Tinto Group$3,058,532$375,443 ▲14.0%52,0070.6%Basic MaterialsAREAlexandria Real Estate Equities$3,017,904$188,174 ▲6.6%30,9370.6%FinanceNKENIKE$2,994,943$52,893 ▲1.8%39,5790.6%Consumer DiscretionaryVOVanguard Mid-Cap ETF$2,958,274$175,383 ▲6.3%11,2000.6%ETFWMTWalmart$2,708,964$563,965 ▼-17.2%29,9830.5%Retail/WholesaleXOMExxon Mobil$2,437,429$1,019,549 ▼-29.5%22,6590.5%Oils/EnergyCCICrown Castle$2,420,025$54,365 ▼-2.2%26,6640.5%FinanceFCXFreeport-McMoRan$2,283,543$233,773 ▲11.4%59,9670.4%Basic MaterialsDEDeere & Company$2,080,367$23,304 ▼-1.1%4,9100.4%Industrial ProductsIXUSiShares Core MSCI Total International Stock ETF$1,984,2660.0%30,0010.4%ManufacturingAMATApplied Materials$1,786,003$105,059 ▼-5.6%10,9820.3%Computer and TechnologyTSLATesla$1,639,5900.0%4,0600.3%Auto/Tires/TrucksAMGNAmgen$1,609,452$9,904 ▼-0.6%6,1750.3%MedicalABTAbbott Laboratories$1,500,743$16,514 ▼-1.1%13,2680.3%MedicalVUGVanguard Growth ETF$1,497,6960.0%3,6490.3%ETFVTVVanguard Value ETF$1,345,5960.0%7,9480.3%ETFFASTFastenal$1,333,5920.0%18,5450.3%Retail/WholesalePAYXPaychex$1,232,428$7,572 ▼-0.6%8,7890.2%Business ServicesVBVanguard Small-Cap ETF$1,162,298$68,484 ▲6.3%4,8370.2%ETFAZNAstraZeneca$831,187$393 ▼0.0%12,6860.2%MedicalKOCoca-Cola$816,1880.0%13,1090.2%Consumer StaplesCLColgate-Palmolive$814,4630.0%8,9590.2%Consumer StaplesMASMasco$762,058$204,793 ▼-21.2%10,5010.1%ConstructionNSCNorfolk Southern$736,489$16,194 ▼-2.2%3,1380.1%TransportationPKGPackaging Co. of America$708,034$164,345 ▼-18.8%3,1450.1%Industrial ProductsDLRDigital Realty Trust$701,340$7,093 ▼-1.0%3,9550.1%FinanceMDLZMondelez International$694,361$186,955 ▼-21.2%11,6250.1%Consumer StaplesDRIDarden Restaurants$690,006$12,135 ▼-1.7%3,6960.1%Retail/WholesaleWSOWatsco$655,8640.0%1,3840.1%ConstructionSTLDSteel Dynamics$645,522$570 ▼-0.1%5,6590.1%Basic MaterialsVNQVanguard Real Estate ETF$531,362$128,631 ▼-19.5%5,9650.1%ETFBRK.BBerkshire Hathaway$516,286$516,286 ▲New Holding1,1390.1%FinanceSPYSPDR S&P 500 ETF Trust$515,1430.0%8790.1%FinanceENTGEntegris$473,4080.0%4,7790.1%Computer and TechnologyCOPConocoPhillips$418,3980.0%4,2190.1%Oils/EnergyADMArcher-Daniels-Midland$389,5090.0%7,7100.1%Consumer StaplesMETAMeta Platforms$384,095$105,977 ▼-21.6%6560.1%Computer and TechnologyCNPCenterPoint Energy$383,8700.0%12,0980.1%UtilitiesIWMiShares Russell 2000 ETF$379,1790.0%1,7160.1%FinanceIWBiShares Russell 1000 ETF$322,1600.0%1,0000.1%ETFBBYBest Buy$311,6260.0%3,6320.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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