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
115 檔
14.1%
During the Q4 2024 filing period, Advocate Group LLC (CIK: 0001853401) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $665.1M across 115 reported positions.
Advocate Group LLC executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 1 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | Stock-Consumer Staples | 6.28% | -0.39% | -2.33% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.40% | +0.26% | +8.17% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 2.95% | +0.01% | +5.72% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.61% | +0.27% | +0.84% | |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 2.37% | +0.10% | -12.90% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.29% | +0.09% | +1.72% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 2.26% | +0.41% | +1.61% | |
| 8 | ENB | Enbridge Inc | Stock-Energy | 2.01% | -0.16% | +3.58% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.01% | +0.08% | -4.17% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | +0.01% | -1.64% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 1.91% | +0.14% | -4.21% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.90% | -0.41% | +3.94% | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.77% | +0.04% | +9.09% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 1.72% | +0.05% | +8.25% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.71% | -0.58% | +3.64% | |
| 16 | PFE | Pfizer Inc | Stock-Healthcare | 1.71% | -0.13% | +3.82% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.69% | -0.11% | -0.18% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.67% | -0.25% | +4.07% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.66% | -0.14% | +5.49% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.65% | -0.03% | -1.31% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 1.61% | -0.02% | +4.81% | |
| 22 | TGT | Target CORP | Stock-Consumer Disc | 1.56% | -0.25% | +6.50% | |
| 23 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.55% | -0.19% | +5.78% | |
| 24 | DUK | Duke Energy CORP | Stock-Utilities | 1.54% | -0.08% | -10.71% | |
| 25 | EVRG | Evergy Inc | Stock-Utilities | 1.54% | -0.15% | +10.80% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.52% | -0.08% | +6.44% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | +0.26% | +0.18% | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 1.48% | -0.01% | -2.36% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 1.48% | +0.08% | -0.72% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 1.44% | +0.16% | -1.47% | |
| 31 | D | Dominion Energy Inc | Stock-Utilities | 1.40% | +0.07% | +0.66% | |
| 32 | UL | Unilever PLC | Stock-Consumer Staples | 1.40% | — | -7.82% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.38% | — | +0.95% | |
| 34 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.37% | -0.12% | -4.64% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 1.29% | +0.13% | -3.48% | |
| 36 | CB | Chubb Limited | Stock-Financials | 1.24% | — | +0.36% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 1.19% | +0.27% | -2.67% | |
| 38 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.16% | — | +14.52% | |
| 39 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.14% | +0.08% | +117.70% | |
| 40 | NTR | Nutrien LTD | Stock-Materials | 1.12% | -0.33% | -1.18% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.06% | -5.84% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.07% | -4.02% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 1.04% | -0.18% | +11.28% | |
| 44 | PSA | Public Storage | Stock-Real Estate | 1.03% | +0.20% | -3.03% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.95% | +0.09% | +4.95% | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.93% | -0.32% | +6.84% | |
| 47 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.91% | +0.40% | -2.06% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | +0.03% | +6.37% | |
| 49 | BP | Bp Plc-spons Adr | Stock-Energy | 0.85% | -0.28% | -2.15% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.83% | +0.13% | +12.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KR | Kroger Co | +0.8% | NEW | New buy |
| 2 | EMR | Emerson Electric Co | +0.4% | +8.25% | Add |
| 3 | CSCO | Cisco Systems Inc | +0.3% | +1.61% | Add |
| 4 | VV | Vanguard Large-cap ETF | +0.3% | +5.72% | Add |
| 5 | MS | Morgan Stanley | +0.3% | -4.21% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -1.64% | Trim |
| 7 | AAPL | Apple Inc | +0.3% | +1.72% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | -5.84% | Trim |
| 9 | BMY | Bristol-myers Squibb Co | +0.3% | +5.78% | Add |
| 10 | SCHW | Schwab (charles) CORP | +0.3% | -0.18% | Trim |
| 11 | ENB | Enbridge Inc | +0.2% | +3.58% | Add |
| 12 | EVRG | Evergy Inc | +0.2% | +10.80% | Add |
| 13 | GILD | Gilead Sciences Inc | +0.2% | +0.95% | Add |
| 14 | MA | Mastercard Inc - A | +0.1% | +6.37% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | 0% | -1.31% | Trim |
| 18 | PFE | Pfizer Inc | 0% | +3.82% | Add |
| 19 | JNJ | Johnson & Johnson | 0% | +5.49% | Add |
| 20 | D | Dominion Energy Inc | 0% | +0.66% | Add |
| 21 | MSFT | Microsoft CORP | -0.1% | -4.17% | Trim |
| 22 | MDT | Medtronic plc | -0.1% | +4.81% | Add |
| 23 | MRK | Merck & Co. Inc. | -0.1% | +6.44% | Add |
| 24 | NTR | Nutrien LTD | -0.1% | -1.18% | Trim |
| 25 | ARE | Alexandria Real Estate Equit | -0.1% | +6.65% | Add |
| 26 | TGT | Target CORP | -0.1% | +6.50% | Add |
| 27 | NKE | Nike Inc -cl B | -0.1% | +1.80% | Add |
| 28 | UNP | Union Pacific CORP | -0.1% | -0.72% | Trim |
| 29 | VZ | Verizon Communications Inc | -0.1% | +3.94% | Add |
| 30 | CAT | Caterpillar Inc | -0.1% | -2.67% | Trim |
| 31 | WPC | Wp Carey Inc | -0.1% | -0.21% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -0.44% | Trim |
| 33 | AMAT | Applied Materials Inc | -0.1% | -5.56% | Trim |
| 34 | SO | Southern Co/the | -0.1% | -1.47% | Trim |
| 35 | PLD | Prologis Inc | -0.1% | +1.11% | Add |
| 36 | NEE | Nextera Energy Inc | -0.1% | -1.85% | Trim |
| 37 | LYB | LyondellBasell Industries N.V. | -0.1% | +9.04% | Add |
| 38 | TD | Toronto-dominion Bank | -0.1% | EXIT | Sold out |
| 39 | TXN | Texas Instruments Inc | -0.1% | -3.48% | Trim |
| 40 | CCI | Crown Castle Inc | -0.1% | -2.20% | Trim |
| 41 | KMB | Kimberly-clark CORP | -0.1% | -4.64% | Trim |
| 42 | ABBV | Abbvie Inc | -0.2% | +0.84% | Add |
| 43 | SCCO | Southern Copper CORP | -0.2% | -4.21% | Trim |
| 44 | PSA | Public Storage | -0.2% | -3.03% | Trim |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -29.49% | Trim |
| 46 | DUK | Duke Energy CORP | -0.2% | -10.71% | Trim |
| 47 | IBM | Intl Business Machines CORP | -0.3% | -12.90% | Trim |
| 48 | UL | Unilever PLC | -0.3% | -7.82% | Trim |
| 49 | BCE | Bce Inc | -0.3% | -2.67% | Trim |
| 50 | GIS | General Mills Inc | -0.9% | -2.33% | Trim |
According to official SEC Form 13F filings, Advocate Group LLC reported a total U.S. public equity portfolio value of $665.1M across 115 disclosed positions in Q4 2024.
During Q4 2024, Advocate Group LLC's top holdings by market value included GIS (6.3%)、VEA (3.4%)、VV (3.0%). The largest single position, GIS, represented 6.3% 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, VV) accounted for 14.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
KR
市值: $4.0M
Top Position Liquidated / Trimmed
TD
前期市值: $598.9K
In Q4 2024, Advocate Group LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 25 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.
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.