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CIK: 0001853401
Total reported value
$665.1M
$665.1M
118 檔
15.4%
According to the latest 13F quarterly dataset, Advocate Group LLC managed an equity portfolio of $665.1M at the end of Q3 2024, spanning 118 distinct U.S. exchange-listed positions.
In Q3 2024, Advocate Group LLC displayed an active expansion posture, initiating 0 new positions and adding to 43 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | Stock-Consumer Staples | 7.17% | -0.39% | +15.06% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.34% | +0.26% | +5.67% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 2.77% | +0.27% | +0.38% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 2.63% | +0.10% | +0.81% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 2.62% | +0.01% | +2.87% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | +0.08% | -7.38% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.09% | -6.01% | |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.98% | -0.41% | +5.13% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 1.93% | +0.41% | +3.06% | |
| 10 | ENB | Enbridge Inc | Stock-Energy | 1.79% | -0.16% | +4.27% | |
| 11 | DUK | Duke Energy CORP | Stock-Utilities | 1.78% | -0.08% | +1.14% | |
| 12 | PFE | Pfizer Inc | Stock-Healthcare | 1.73% | -0.13% | +3.78% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | +0.01% | +0.94% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.14% | +1.78% | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.69% | +0.04% | +3.96% | |
| 16 | UL | Unilever PLC | Stock-Consumer Staples | 1.67% | — | +0.38% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 1.66% | -0.02% | +4.70% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.66% | -0.03% | +2.99% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.62% | -0.25% | +4.32% | |
| 20 | TGT | Target CORP | Stock-Consumer Disc | 1.62% | -0.25% | +1.82% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.62% | -0.58% | +1.97% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 1.59% | +0.14% | +1.88% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.57% | -0.08% | +2.35% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.55% | +0.08% | +2.89% | |
| 25 | SO | Southern Co/the | Stock-Utilities | 1.54% | +0.16% | +0.28% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | +0.26% | +4.48% | |
| 27 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.51% | -0.12% | +2.05% | |
| 28 | D | Dominion Energy Inc | Stock-Utilities | 1.44% | +0.07% | +2.10% | |
| 29 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.43% | -0.11% | +2.01% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 1.41% | +0.13% | +1.33% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 1.36% | -0.01% | +0.84% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 1.35% | +0.05% | +3.24% | |
| 33 | EVRG | Evergy Inc | Stock-Utilities | 1.35% | -0.15% | +4.34% | |
| 34 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.29% | -0.19% | +2.14% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 1.27% | +0.27% | +1.86% | |
| 36 | PSA | Public Storage | Stock-Real Estate | 1.25% | +0.20% | -1.11% | |
| 37 | CB | Chubb Limited | Stock-Financials | 1.24% | — | +4.25% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.20% | — | +1.34% | |
| 39 | NTR | Nutrien LTD | Stock-Materials | 1.17% | -0.33% | +1.72% | |
| 40 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.06% | — | +3.71% | |
| 41 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.05% | +0.08% | +12.43% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 1.04% | -0.18% | +3.07% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | -0.07% | -4.96% | |
| 44 | BCE | Bce Inc | Stock-Comm Services | 0.95% | — | +0.56% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.94% | +0.09% | +6.67% | |
| 46 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.92% | +0.40% | +1.69% | |
| 47 | BP | Bp Plc-spons Adr | Stock-Energy | 0.89% | -0.28% | +2.04% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.87% | -0.07% | +1.21% | |
| 49 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.86% | -0.45% | +2.57% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.86% | — | +2.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | +1.2% | +15.06% | Add |
| 2 | IBM | Intl Business Machines CORP | +0.4% | +0.81% | Add |
| 3 | MCD | Mcdonald's CORP | +0.2% | +4.32% | Add |
| 4 | BMY | Bristol-myers Squibb Co | +0.2% | +2.14% | Add |
| 5 | HD | Home Depot Inc | +0.2% | +4.48% | Add |
| 6 | PSA | Public Storage | +0.1% | -1.11% | Trim |
| 7 | EVRG | Evergy Inc | +0.1% | +4.34% | Add |
| 8 | GILD | Gilead Sciences Inc | +0.1% | +1.34% | Add |
| 9 | ENB | Enbridge Inc | +0.1% | +4.27% | Add |
| 10 | MDT | Medtronic plc | +0.1% | +4.70% | Add |
| 11 | ABBV | Abbvie Inc | +0.1% | +0.38% | Add |
| 12 | D | Dominion Energy Inc | +0.1% | +2.10% | Add |
| 13 | UL | Unilever PLC | +0.1% | +0.38% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +1.86% | Add |
| 15 | CCI | Crown Castle Inc | +0.1% | +7.51% | Add |
| 16 | DUK | Duke Energy CORP | +0.1% | +1.14% | Add |
| 17 | CMI | Cummins Inc | +0.1% | +0.84% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +3.06% | Add |
| 19 | SO | Southern Co/the | +0.1% | +0.28% | Add |
| 20 | CB | Chubb Limited | +0.1% | +4.25% | Add |
| 21 | NEE | Nextera Energy Inc | +0.1% | +1.21% | Add |
| 22 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +17.11% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.67% | Add |
| 24 | VZ | Verizon Communications Inc | +0.1% | +5.13% | Add |
| 25 | GPK | Graphic Packaging Holding Co | +0.1% | +3.71% | Add |
| 26 | SCHR | Schwab Intermediate-term US | +0.1% | +12.43% | Add |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | +2.46% | Add |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +6.67% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | +1.78% | Add |
| 30 | PLD | Prologis Inc | 0% | +2.22% | Add |
| 31 | MA | Mastercard Inc - A | 0% | +3.47% | Add |
| 32 | WMT | Walmart Inc | 0% | -1.00% | Trim |
| 33 | UNP | Union Pacific CORP | 0% | +2.89% | Add |
| 34 | WPC | Wp Carey Inc | 0% | -0.54% | Trim |
| 35 | AVB | Avalonbay Communities Inc | — | +1.69% | Add |
| 36 | SCCO | Southern Copper CORP | 0% | +2.97% | Add |
| 37 | MS | Morgan Stanley | 0% | +1.88% | Add |
| 38 | PG | Procter & Gamble Co/the | 0% | +2.99% | Add |
| 39 | TXN | Texas Instruments Inc | -0.1% | +1.33% | Add |
| 40 | VV | Vanguard Large-cap ETF | -0.1% | +2.87% | Add |
| 41 | PFE | Pfizer Inc | -0.1% | +3.78% | Add |
| 42 | TGT | Target CORP | -0.1% | +1.82% | Add |
| 43 | GE | General Electric | -0.1% | EXIT | Sold out |
| 44 | JPM | Jpmorgan Chase & Co | -0.1% | +0.94% | Add |
| 45 | AMAT | Applied Materials Inc | -0.1% | -2.99% | Trim |
| 46 | ENTG | Entegris Inc | -0.2% | -49.50% | Trim |
| 47 | BP | Bp Plc-spons Adr | -0.2% | +2.04% | Add |
| 48 | MRK | Merck & Co. Inc. | -0.3% | +2.35% | Add |
| 49 | SCHW | Schwab (charles) CORP | -0.3% | +2.01% | Add |
| 50 | MSFT | Microsoft CORP | -0.5% | -7.38% | Trim |
According to official SEC Form 13F filings, Advocate Group LLC reported a total U.S. public equity portfolio value of $665.1M across 118 disclosed positions in Q3 2024.
During Q3 2024, Advocate Group LLC's top holdings by market value included GIS (7.2%)、VEA (3.3%)、ABBV (2.8%). The largest single position, GIS, represented 7.2% 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 terms of portfolio concentration, the top 5 core holdings (including GIS, VEA, ABBV) accounted for 15.4% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
GE
前期市值: $481.5K
In Q3 2024, Advocate Group LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 43 positions, trimming 6 holdings, and fully liquidating 1 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.
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