Advocate Group LLC Top Holdings and 13F Report (2025) About Advocate Group LLCInvestment ActivityAdvocate Group LLC has $548.32 million in total holdings as of March 31, 2025.Advocate Group LLC owns shares of 114 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 4.36% of the portfolio was purchased this quarter.About 2.68% of the portfolio was sold this quarter.This quarter, Advocate Group LLC has purchased 115 new stocks and bought additional shares in 41 stocks.Advocate Group LLC sold shares of 43 stocks and completely divested from 5 stocks this quarter.Largest Holdings General Mills $30,618,257Vanguard FTSE Developed Markets ETF $19,836,575AbbVie $16,581,203Verizon Communications $15,536,934Vanguard Large-Cap ETF $15,104,462 Largest New Holdings this Quarter 922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $7,030,661 Holding00206R102 - AT&T $237,269 Holding713448108 - PepsiCo $224,460 Holding98389B100 - Xcel Energy $203,663 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 140,895 shares (about $7.03M)Verizon Communications 90,368 shares (about $4.10M)Kroger 38,630 shares (about $2.61M)Johnson & Johnson 4,414 shares (about $732.02K)United Parcel Service 6,103 shares (about $671.27K) Largest Sales this Quarter Apple 6,113 shares (about $1.36M)International Business Machines 5,214 shares (about $1.30M)Exxon Mobil 8,841 shares (about $1.05M)UnitedHealth Group 1,581 shares (about $828.05K)General Mills 11,027 shares (about $659.30K) 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$30,618,257$659,304 ▼-2.1%512,0975.6%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$19,836,575$665,314 ▲3.5%390,2533.6%ETFABBVAbbVie$16,581,203$249,957 ▲1.5%79,1393.0%MedicalVZVerizon Communications$15,536,934$4,099,092 ▲35.8%342,5252.8%Computer and TechnologyVVVanguard Large-Cap ETF$15,104,462$194,830 ▲1.3%58,7652.8%ETFIBMInternational Business Machines$12,911,780$1,296,524 ▼-9.1%51,9252.4%Computer and TechnologyCSCOCisco Systems$12,293,361$243,569 ▼-1.9%199,2122.2%Computer and TechnologyENBEnbridge$11,008,232$136,652 ▼-1.2%248,4372.0%EnergyJNJJohnson & Johnson$10,840,457$732,017 ▲7.2%65,3672.0%MedicalCVXChevron$10,716,884$214,799 ▲2.0%64,0622.0%EnergyJPMJPMorgan Chase & Co.$10,261,880$553,642 ▼-5.1%41,8341.9%FinanceMDTMedtronic$9,887,386$292,494 ▲3.0%110,0311.8%MedicalMCDMcDonald's$9,753,838$187,111 ▲2.0%31,2251.8%Retail/WholesaleEVERGY INC$9,619,116$478,580 ▲5.2%139,5091.8%COMMSFTMicrosoft$9,579,595$94,974 ▲1.0%25,5191.7%Computer and TechnologyAAPLApple$9,438,475$1,357,873 ▼-12.6%42,4911.7%Computer and TechnologySCHWCharles Schwab$9,388,133$96,754 ▼-1.0%119,9301.7%FinanceBMYBristol-Myers Squibb$8,974,739$120,394 ▲1.4%147,1511.6%MedicalMSMorgan Stanley$8,971,923$456,880 ▼-4.8%76,9001.6%FinancePFEPfizer$8,962,048$311,530 ▲3.6%353,6721.6%MedicalUPSUnited Parcel Service$8,876,481$671,266 ▲8.2%80,7031.6%TransportationDUKDuke Energy$8,871,395$394,452 ▼-4.3%72,7341.6%UtilitiesPGProcter & Gamble$8,799,807$89,300 ▼-1.0%51,6361.6%Consumer StaplesGILDGilead Sciences$8,676,110$225,668 ▼-2.5%77,4311.6%MedicalEMREmerson Electric$8,383,857$297,783 ▲3.7%76,4671.5%IndustrialsSOSouthern$8,369,399$182,613 ▼-2.1%91,0211.5%UtilitiesUNPUnion Pacific$7,949,298$173,165 ▼-2.1%33,6491.4%TransportationDDominion Energy$7,725,250$32,969 ▼-0.4%137,7791.4%UtilitiesKMBKimberly-Clark$7,657,106$263,675 ▼-3.3%53,8401.4%Consumer StaplesMRKMerck & Co., Inc.$7,656,079$375,915 ▲5.2%85,2951.4%MedicalHDHome Depot$7,619,775$84,294 ▲1.1%20,7911.4%Retail/WholesaleULUnilever$7,331,764$468,720 ▼-6.0%123,1191.3%Consumer StaplesCBChubb$7,230,547$43,185 ▲0.6%23,9431.3%FinanceKRKroger$7,047,093$2,614,873 ▲59.0%104,1081.3%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,030,661$7,030,661 ▲New Holding140,8951.3%ManufacturingCMICummins$7,006,682$78,674 ▼-1.1%22,3541.3%Auto/Tires/TrucksTGTTarget$6,726,419$337,918 ▲5.3%64,4541.2%Retail/WholesaleNTRNutrien$6,591,209$2,732 ▼0.0%132,7001.2%Basic MaterialsGPKGraphic Packaging$6,482,679$605,361 ▲10.3%249,7181.2%IndustrialsSCHRSchwab Intermediate-Term U.S. Treasury ETF$6,404,408$227,593 ▲3.7%257,6191.2%ETFTXNTexas Instruments$6,378,811$167,121 ▼-2.6%35,4971.2%Computer and TechnologyCATCaterpillar$5,668,932$83,439 ▼-1.5%17,1891.0%IndustrialsPSAPublic Storage$5,496,325$11,073 ▲0.2%18,3651.0%FinanceVWOVanguard FTSE Emerging Markets ETF$5,382,275$219,330 ▲4.2%118,9191.0%ETFVTIVanguard Total Stock Market ETF$5,266,286$12,643 ▲0.2%19,1611.0%ETFADBEAdobe$5,259,730$510,478 ▲10.7%13,7141.0%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,205,073$239,878 ▲4.8%51,7300.9%ETFSHELShell$5,096,793$18,100 ▲0.4%69,5520.9%EnergyBPBP$5,030,481$148,980 ▼-2.9%148,8750.9%EnergyWPCW. P. Carey$4,892,852$130,827 ▲2.7%77,5290.9%FinanceVEUVanguard FTSE All-World ex-US ETF$4,876,033$220,317 ▲4.7%80,3830.9%ETFMAMastercard$4,817,975$5,481 ▲0.1%8,7900.9%Business ServicesAVBAvalonBay Communities$4,650,172$71,254 ▼-1.5%21,6670.8%FinanceLYBLyondellBasell Industries$4,326,814$527,088 ▲13.9%61,4600.8%Basic MaterialsPLDPrologis$4,172,844$126,321 ▲3.1%37,3280.8%FinanceAVGOBroadcom$4,086,631$87,231 ▼-2.1%24,4080.7%Computer and TechnologyNEENextEra Energy$3,940,618$29,348 ▼-0.7%55,5880.7%UtilitiesSCCOSouthern Copper$3,493,161$68,413 ▼-1.9%37,3760.6%Basic MaterialsAREAlexandria Real Estate Equities$3,459,504$597,522 ▲20.9%37,3960.6%FinanceUNHUnitedHealth Group$3,392,329$828,049 ▼-19.6%6,4770.6%MedicalRIORio Tinto Group$3,167,658$43,077 ▲1.4%52,7240.6%Basic MaterialsVOVanguard Mid-Cap ETF$2,977,768$81,207 ▲2.8%11,5140.5%ETFNKENIKE$2,638,419$125,944 ▲5.0%41,5630.5%Consumer DiscretionaryFCXFreeport-McMoRan$2,633,844$363,494 ▲16.0%69,5680.5%Basic MaterialsCCICrown Castle$2,631,556$147,587 ▼-5.3%25,2480.5%FinanceWMTWalmart$2,543,803$88,405 ▼-3.4%28,9760.5%Retail/WholesaleDEDeere & Company$2,299,346$5,163 ▼-0.2%4,8990.4%IndustrialsIXUSiShares Core MSCI Total International Stock ETF$2,094,3700.0%30,0010.4%ManufacturingAMGNAmgen$1,918,525$5,296 ▼-0.3%6,1580.3%MedicalABTAbbott Laboratories$1,754,031$5,969 ▼-0.3%13,2230.3%MedicalXOMExxon Mobil$1,643,375$1,051,460 ▼-39.0%13,8180.3%EnergyAMATApplied Materials$1,472,678$121,030 ▼-7.6%10,1480.3%Computer and TechnologyFASTFastenal$1,434,387$3,800 ▼-0.3%18,4960.3%Retail/WholesaleVTVVanguard Value ETF$1,372,9380.0%7,9480.3%ETFPAYXPaychex$1,363,564$7,560 ▲0.6%8,8380.2%Business ServicesVUGVanguard Growth ETF$1,353,1220.0%3,6490.2%ETFVBVanguard Small-Cap ETF$1,129,209$56,549 ▲5.3%5,0920.2%ETFTSLATesla$1,062,815$10,626 ▲1.0%4,1010.2%Auto/Tires/TrucksKOCoca-Cola$936,098$2,793 ▼-0.3%13,0700.2%Consumer StaplesAZNAstraZeneca$932,4210.0%12,6860.2%MedicalCLColgate-Palmolive$835,710$3,748 ▼-0.4%8,9190.2%Consumer StaplesDRIDarden Restaurants$764,972$2,909 ▼-0.4%3,6820.1%Retail/WholesaleNSCNorfolk Southern$743,2350.0%3,1380.1%TransportationSTLDSteel Dynamics$707,8280.0%5,6590.1%Basic MaterialsWSOWatsco$703,4870.0%1,3840.1%ConstructionMASMasco$671,339$58,900 ▼-8.1%9,6540.1%ConstructionVNQVanguard Real Estate ETF$563,883$23,812 ▲4.4%6,2280.1%ETFDLRDigital Realty Trust$550,663$16,048 ▼-2.8%3,8430.1%FinancePKGPackaging Co. of America$541,585$81,188 ▼-13.0%2,7350.1%IndustrialsMDLZMondelez International$537,711$251,045 ▼-31.8%7,9250.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$491,6840.0%8790.1%FinanceCNPCenterPoint Energy$438,3110.0%12,0980.1%UtilitiesENTGEntegris$418,0670.0%4,7790.1%Computer and TechnologyCOPConocoPhillips$395,820$47,259 ▼-10.7%3,7690.1%EnergyMETAMeta Platforms$378,0920.0%6560.1%Computer and TechnologyIWMiShares Russell 2000 ETF$342,3350.0%1,7160.1%FinanceADMArcher-Daniels-Midland$332,709$37,448 ▼-10.1%6,9300.1%Consumer StaplesBSXBoston Scientific$330,2810.0%3,2740.1%MedicalIWBiShares Russell 1000 ETF$306,7400.0%1,0000.1%ETFSYYSysco$295,1320.0%3,9330.1%Consumer StaplesShowing 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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