13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001853401
Total reported value
$665.1M
$665.1M
121 檔
12.8%
In Q2 2024, Advocate Group LLC's U.S. equity holdings reached a combined market value of $665.1M, distributed across 121 disclosed stock positions.
During Q2 2024, Advocate Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including GIS, VEA, VV) accounted for 12.8% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | Stock-Consumer Staples | 5.93% | -0.39% | -1.51% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.28% | +0.26% | +5.20% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 2.68% | +0.01% | +5.15% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.66% | +0.27% | -0.51% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | +0.08% | -0.78% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.27% | +0.10% | -2.22% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.16% | +0.09% | -3.02% | |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.92% | -0.41% | +4.86% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.87% | -0.58% | +1.40% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.86% | -0.08% | +1.10% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.86% | +0.41% | +1.77% | |
| 12 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.81% | +0.04% | +7.49% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | +0.01% | +2.90% | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 1.79% | -0.13% | +7.38% | |
| 15 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.77% | -0.11% | +0.83% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.70% | -0.03% | +2.93% | |
| 17 | DUK | Duke Energy CORP | Stock-Utilities | 1.70% | -0.08% | +2.10% | |
| 18 | TGT | Target CORP | Stock-Consumer Disc | 1.68% | -0.25% | +1.91% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.67% | -0.14% | +1.05% | |
| 20 | ENB | Enbridge Inc | Stock-Energy | 1.67% | -0.16% | +3.01% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.62% | +0.14% | +1.34% | |
| 22 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.59% | -0.12% | +1.66% | |
| 23 | UL | Unilever PLC | Stock-Consumer Staples | 1.57% | — | -0.17% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.54% | -0.02% | +4.87% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 1.53% | +0.08% | +1.39% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 1.47% | +0.16% | -0.59% | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 1.46% | +0.05% | +0.98% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.46% | +0.13% | +3.00% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.45% | -0.25% | +4.39% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.36% | +0.26% | +2.91% | |
| 31 | NTR | Nutrien LTD | Stock-Materials | 1.35% | -0.33% | +2.46% | |
| 32 | D | Dominion Energy Inc | Stock-Utilities | 1.33% | +0.07% | +4.14% | |
| 33 | CMI | Cummins Inc | Stock-Industrials | 1.28% | -0.01% | +0.81% | |
| 34 | EVRG | Evergy Inc | Stock-Utilities | 1.22% | -0.15% | +2.16% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 1.21% | -0.18% | +1.21% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 1.18% | +0.27% | +0.42% | |
| 37 | CB | Chubb Limited | Stock-Financials | 1.17% | — | +1.44% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.13% | -0.07% | -0.07% | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.12% | -0.19% | +6.03% | |
| 40 | BP | Bp Plc-spons Adr | Stock-Energy | 1.12% | -0.28% | +1.23% | |
| 41 | PSA | Public Storage | Stock-Real Estate | 1.11% | +0.20% | -0.66% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.07% | — | +4.83% | |
| 43 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.01% | — | +2.35% | |
| 44 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.00% | +0.08% | +1.11% | |
| 45 | BCE | Bce Inc | Stock-Comm Services | 0.98% | — | -10.38% | |
| 46 | SHEL | Shell Plc-adr | Stock-Energy | 0.97% | -0.23% | +1.48% | |
| 47 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.93% | -0.45% | -0.00% | |
| 48 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.92% | +0.40% | +2.53% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.90% | +0.09% | +4.62% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.06% | -8.14% |
According to official SEC Form 13F filings, Advocate Group LLC reported a total U.S. public equity portfolio value of $665.1M across 121 disclosed positions in Q2 2024.
During Q2 2024, Advocate Group LLC's top holdings by market value included GIS (5.9%)、VEA (3.3%)、VV (2.7%). The largest single position, GIS, represented 5.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2024, Advocate Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.