Advocate Group LLC Top Holdings and 13F Report (2025) About Advocate Group LLCInvestment ActivityAdvocate Group LLC has $559.42 million in total holdings as of June 30, 2025.Advocate Group LLC owns shares of 119 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 4.19% of the portfolio was purchased this quarter.About 3.54% of the portfolio was sold this quarter.This quarter, Advocate Group LLC has purchased 114 new stocks and bought additional shares in 44 stocks.Advocate Group LLC sold shares of 39 stocks and completely divested from 5 stocks this quarter.Largest Holdings General Mills $25,994,819Vanguard FTSE Developed Markets ETF $22,611,038Vanguard Large-Cap ETF $17,319,526AbbVie $15,091,271Verizon Communications $14,672,413 Largest New Holdings this Quarter 79466L302 - Salesforce $3,281,279 Holding949746101 - Wells Fargo & Company $2,598,532 Holding02079K305 - Alphabet $2,422,634 Holding80874P109 - Light & Wonder $1,732,680 Holding415858109 - Harrow $269,485 Holding Largest Purchases this Quarter Salesforce 12,033 shares (about $3.28M)Wells Fargo & Company 32,433 shares (about $2.60M)Alphabet 13,747 shares (about $2.42M)Light & Wonder 18,000 shares (about $1.73M)Kroger 17,284 shares (about $1.24M) Largest Sales this Quarter International Business Machines 4,242 shares (about $1.25M)Exxon Mobil 5,414 shares (about $583.63K)General Mills 10,363 shares (about $536.91K)JPMorgan Chase & Co. 1,315 shares (about $381.23K)Walmart 3,378 shares (about $330.30K) 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$25,994,819$536,907 ▼-2.0%501,7344.6%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$22,611,038$362,698 ▲1.6%396,6154.0%ETFVVVanguard Large-Cap ETF$17,319,526$553,771 ▲3.3%60,7063.1%ETFABBVAbbVie$15,091,271$401,496 ▲2.7%81,3022.7%MedicalVZVerizon Communications$14,672,413$148,632 ▼-1.0%339,0902.6%Computer and TechnologyIBMInternational Business Machines$14,055,926$1,250,451 ▼-8.2%47,6832.5%Computer and TechnologyCSCOCisco Systems$13,519,791$301,525 ▼-2.2%194,8662.4%Computer and TechnologyMSFTMicrosoft$12,592,485$100,975 ▼-0.8%25,3162.3%Computer and TechnologyJPMJPMorgan Chase & Co.$11,746,946$381,234 ▼-3.1%40,5192.1%FinanceENBEnbridge$11,145,220$113,934 ▼-1.0%245,9232.0%EnergySCHWCharles Schwab$10,798,682$143,703 ▼-1.3%118,3551.9%FinanceEMREmerson Electric$10,564,618$369,322 ▲3.6%79,2371.9%IndustrialsMSMorgan Stanley$10,563,332$268,760 ▼-2.5%74,9921.9%FinanceJNJJohnson & Johnson$10,463,969$479,176 ▲4.8%68,5041.9%MedicalEVERGY INC$10,059,521$443,152 ▲4.6%145,9381.8%COMMDTMedtronic$9,811,479$220,104 ▲2.3%112,5561.8%MedicalCVXChevron$9,385,502$212,493 ▲2.3%65,5461.7%EnergyMCDMcDonald's$9,210,818$87,942 ▲1.0%31,5261.6%Retail/WholesaleKRKroger$8,707,419$1,239,777 ▲16.6%121,3921.6%Retail/WholesaleAAPLApple$8,678,849$38,982 ▼-0.4%42,3011.6%Computer and TechnologyUPSUnited Parcel Service$8,572,297$426,167 ▲5.2%84,9251.5%TransportationDUKDuke Energy$8,482,439$100,182 ▼-1.2%71,8851.5%UtilitiesPFEPfizer$8,371,884$201,119 ▼-2.3%345,3751.5%MedicalPGProcter & Gamble$8,246,629$19,915 ▲0.2%51,7611.5%Consumer StaplesSOSouthern$8,207,111$151,336 ▼-1.8%89,3731.5%UtilitiesUNPUnion Pacific$7,851,825$109,750 ▲1.4%34,1261.4%TransportationHDHome Depot$7,769,268$146,292 ▲1.9%21,1901.4%Retail/WholesaleDDominion Energy$7,645,202$142,092 ▼-1.8%135,2651.4%UtilitiesNTRNutrien$7,535,101$193,357 ▼-2.5%129,3801.3%Basic MaterialsCMICummins$7,421,574$100,544 ▲1.4%22,6611.3%Auto/Tires/TrucksMRKMerck & Co., Inc.$7,419,081$667,158 ▲9.9%93,7231.3%MedicalTXNTexas Instruments$7,299,793$70,176 ▼-1.0%35,1591.3%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,254,212$171,421 ▲2.4%144,3051.3%ManufacturingULUnilever$7,202,279$328,911 ▼-4.4%117,7421.3%Consumer StaplesBMYBristol Myers Squibb$7,139,731$328,104 ▲4.8%154,2391.3%MedicalCBChubb$6,969,253$32,449 ▲0.5%24,0551.2%FinanceTGTTarget$6,905,231$546,819 ▲8.6%69,9971.2%Retail/WholesaleKMBKimberly-Clark$6,814,007$126,985 ▼-1.8%52,8551.2%Consumer StaplesCATCaterpillar$6,800,694$127,722 ▲1.9%17,5181.2%IndustrialsSCHRSchwab Intermediate-Term U.S. Treasury ETF$6,554,982$106,778 ▲1.7%261,8851.2%ETFAVGOBroadcom$6,469,781$258,284 ▼-3.8%23,4711.2%Computer and TechnologyGPKGraphic Packaging$6,114,183$852,619 ▲16.2%290,1841.1%IndustrialsVWOVanguard FTSE Emerging Markets ETF$5,998,214$116,478 ▲2.0%121,2741.1%ETFVTIVanguard Total Stock Market ETF$5,824,904$1,216 ▲0.0%19,1651.0%ETFADBEAdobe$5,629,491$323,819 ▲6.1%14,5511.0%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$5,489,906$86,579 ▲1.6%81,6711.0%ETFPSAPublic Storage$5,433,783$45,186 ▲0.8%18,5191.0%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,226,413$25,737 ▲0.5%51,9860.9%ETFMAMastercard$4,901,250$38,212 ▼-0.8%8,7220.9%Business ServicesSHELShell$4,856,626$40,556 ▼-0.8%68,9760.9%EnergyWPCW.P. Carey$4,845,596$9,357 ▲0.2%77,6790.9%FinanceAVBAvalonBay Communities$4,428,014$18,722 ▲0.4%21,7590.8%FinanceBPBP$4,294,898$160,934 ▼-3.6%143,4980.8%EnergyPLDPrologis$4,084,129$160,203 ▲4.1%38,8520.7%FinanceNEENextEra Energy$3,931,363$72,474 ▲1.9%56,6320.7%UtilitiesLYBLyondellBasell Industries$3,845,061$289,009 ▲8.1%66,4550.7%Basic MaterialsSCCOSouthern Copper$3,817,546$36,219 ▲1.0%37,7340.7%Basic MaterialsFCXFreeport-McMoRan$3,572,550$556,786 ▲18.5%82,4120.6%Basic MaterialsAREAlexandria Real Estate Equities$3,547,601$831,538 ▲30.6%48,8450.6%FinanceVOVanguard Mid-Cap ETF$3,323,839$101,859 ▲3.2%11,8780.6%ETFCRMSalesforce$3,281,279$3,281,279 ▲New Holding12,0330.6%Computer and TechnologyNKENIKE$3,243,230$290,622 ▲9.8%45,6540.6%Consumer DiscretionaryRIORio Tinto$3,180,108$104,703 ▲3.4%54,5190.6%Basic MaterialsWFCWells Fargo & Company$2,598,532$2,598,532 ▲New Holding32,4330.5%FinanceWMTWalmart$2,502,972$330,301 ▼-11.7%25,5980.4%Retail/WholesaleCCICrown Castle$2,429,771$163,957 ▼-6.3%23,6520.4%FinanceDEDeere & Company$2,423,972$67,121 ▼-2.7%4,7670.4%IndustrialsGOOGLAlphabet$2,422,634$2,422,634 ▲New Holding13,7470.4%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$2,319,3770.0%30,0010.4%ManufacturingAMATApplied Materials$1,849,007$8,787 ▼-0.5%10,1000.3%Computer and TechnologyABTAbbott Laboratories$1,798,4600.0%13,2230.3%MedicalLNWLight & Wonder$1,732,680$1,732,680 ▲New Holding18,0000.3%Consumer DiscretionaryAMGNAmgen$1,615,788$103,587 ▼-6.0%5,7870.3%MedicalVUGVanguard Growth ETF$1,599,7220.0%3,6490.3%ETFFASTFastenal$1,509,576$732,738 ▲94.3%35,9420.3%Retail/WholesaleVTVVanguard Value ETF$1,404,7300.0%7,9480.3%ETFTSLATesla$1,302,7240.0%4,1010.2%Auto/Tires/TrucksPAYXPaychex$1,274,992$10,619 ▼-0.8%8,7650.2%Computer and TechnologyVBVanguard Small-Cap ETF$1,258,189$51,427 ▲4.3%5,3090.2%ETFKOCocaCola$924,7270.0%13,0700.2%Consumer StaplesXOMExxon Mobil$905,951$583,629 ▼-39.2%8,4040.2%EnergyAZNAstraZeneca$877,972$8,525 ▼-1.0%12,5640.2%MedicalDRIDarden Restaurants$802,5660.0%3,6820.1%Retail/WholesaleNSCNorfolk Southern$769,190$34,044 ▼-4.2%3,0050.1%TransportationCLColgate-Palmolive$766,378$44,359 ▼-5.5%8,4310.1%Consumer StaplesSTLDSteel Dynamics$719,032$5,376 ▼-0.7%5,6170.1%Basic MaterialsDLRDigital Realty Trust$669,9500.0%3,8430.1%FinanceWSOWatsco$611,2020.0%1,3840.1%ConstructionVNQVanguard Real Estate ETF$554,6660.0%6,2280.1%ETFSPYSPDR S&P 500 ETF Trust$543,0680.0%8790.1%FinanceMASMasco$487,270$134,062 ▼-21.6%7,5710.1%ConstructionMETAMeta Platforms$484,1870.0%6560.1%Computer and TechnologyCNPCenterPoint Energy$444,4810.0%12,0980.1%UtilitiesENTGEntegris$385,4260.0%4,7790.1%Computer and TechnologyIWMiShares Russell 2000 ETF$370,3070.0%1,7160.1%FinanceADMArcher Daniels Midland$364,288$1,478 ▼-0.4%6,9020.1%Consumer StaplesPKGPackaging Corporation of America$361,636$153,775 ▼-29.8%1,9190.1%IndustrialsBSXBoston Scientific$351,6600.0%3,2740.1%MedicalIWBiShares Russell 1000 ETF$339,5700.0%1,0000.1%ETFCOPConocoPhillips$338,2300.0%3,7690.1%EnergyShowing 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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