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CIK: 0001853401
Total reported value
$665.1M
$665.1M
114 檔
14.7%
According to the latest 13F quarterly dataset, Advocate Group LLC managed an equity portfolio of $665.1M at the end of Q1 2025, spanning 114 distinct U.S. exchange-listed positions.
In Q1 2025, Advocate Group LLC displayed an active expansion posture, initiating 1 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | Stock-Consumer Staples | 5.58% | -0.39% | -2.11% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.62% | +0.26% | +3.47% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 3.02% | +0.27% | +1.53% | |
| 4 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.83% | -0.41% | +35.84% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 2.75% | +0.01% | +1.31% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.35% | +0.10% | -9.13% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 2.24% | +0.41% | -1.94% | |
| 8 | ENB | Enbridge Inc | Stock-Energy | 2.01% | -0.16% | -1.23% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.98% | -0.14% | +7.24% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.95% | -0.58% | +2.05% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | +0.01% | -5.12% | |
| 12 | MDT | Medtronic plc | Stock-Healthcare | 1.80% | -0.02% | +3.05% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.78% | -0.25% | +1.96% | |
| 14 | EVRG | Evergy Inc | Stock-Utilities | 1.75% | -0.15% | +5.24% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | +0.08% | +1.00% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.72% | +0.09% | -12.58% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.71% | -0.11% | -1.02% | |
| 18 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.64% | -0.19% | +1.36% | |
| 19 | MS | Morgan Stanley | Stock-Financials | 1.64% | +0.14% | -4.85% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.63% | -0.13% | +3.60% | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.62% | +0.04% | +8.18% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.62% | -0.08% | -4.26% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.60% | -0.03% | -1.00% | |
| 24 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.58% | — | -2.54% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.53% | +0.05% | +3.68% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 1.53% | +0.16% | -2.14% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 1.45% | +0.08% | -2.13% | |
| 28 | D | Dominion Energy Inc | Stock-Utilities | 1.41% | +0.07% | -0.42% | |
| 29 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.40% | -0.12% | -3.33% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.40% | -0.08% | +5.16% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | +0.26% | +1.12% | |
| 32 | UL | Unilever PLC | Stock-Consumer Staples | 1.34% | — | -6.01% | |
| 33 | CB | Chubb Limited | Stock-Financials | 1.32% | — | +0.60% | |
| 34 | KR | Kroger Co | Stock-Consumer Staples | 1.29% | -0.37% | +59.00% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.28% | +0.09% | — | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 1.28% | -0.01% | -1.11% | |
| 37 | TGT | Target CORP | Stock-Consumer Disc | 1.23% | -0.25% | +5.29% | |
| 38 | NTR | Nutrien LTD | Stock-Materials | 1.20% | -0.33% | -0.04% | |
| 39 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.18% | — | +10.30% | |
| 40 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.17% | +0.08% | +3.68% | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 1.16% | +0.13% | -2.55% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 1.03% | +0.27% | -1.45% | |
| 43 | PSA | Public Storage | Stock-Real Estate | 1.00% | +0.20% | +0.20% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.98% | +0.09% | +4.25% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | -0.07% | +0.24% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.96% | -0.18% | +10.75% | |
| 47 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.95% | -0.32% | +4.83% | |
| 48 | SHEL | Shell Plc-adr | Stock-Energy | 0.93% | -0.23% | +0.36% | |
| 49 | BP | Bp Plc-spons Adr | Stock-Energy | 0.92% | -0.28% | -2.88% | |
| 50 | WPC | Wp Carey Inc | Stock-Real Estate | 0.89% | +0.06% | +2.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +1.3% | NEW | New buy |
| 2 | VZ | Verizon Communications Inc | +0.9% | +35.84% | Add |
| 3 | KR | Kroger Co | +0.5% | +59.00% | Add |
| 4 | ABBV | Abbvie Inc | +0.4% | +1.53% | Add |
| 5 | JNJ | Johnson & Johnson | +0.3% | +7.24% | Add |
| 6 | CVX | Chevron CORP | +0.2% | +2.05% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +3.47% | Add |
| 8 | EVRG | Evergy Inc | +0.2% | +5.24% | Add |
| 9 | GILD | Gilead Sciences Inc | +0.2% | -2.54% | Trim |
| 10 | MDT | Medtronic plc | +0.2% | +3.05% | Add |
| 11 | WPC | Wp Carey Inc | +0.1% | +2.75% | Add |
| 12 | MCD | Mcdonald's CORP | +0.1% | +1.96% | Add |
| 13 | SHEL | Shell Plc-adr | +0.1% | +0.36% | Add |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | +1.36% | Add |
| 15 | SO | Southern Co/the | +0.1% | -2.14% | Trim |
| 16 | DUK | Duke Energy CORP | +0.1% | -4.26% | Trim |
| 17 | CB | Chubb Limited | +0.1% | +0.60% | Add |
| 18 | NTR | Nutrien LTD | +0.1% | -0.04% | Trim |
| 19 | BP | Bp Plc-spons Adr | +0.1% | -2.88% | Trim |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +4.73% | Add |
| 21 | ARE | Alexandria Real Estate Equit | +0.1% | +20.88% | Add |
| 22 | FCX | Freeport-mcmoran Inc | +0.1% | +16.01% | Add |
| 23 | PLD | Prologis Inc | 0% | +3.12% | Add |
| 24 | SCHR | Schwab Intermediate-term US | 0% | +3.68% | Add |
| 25 | KMB | Kimberly-clark CORP | 0% | -3.33% | Trim |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.25% | Add |
| 27 | SCHW | Schwab (charles) CORP | 0% | -1.02% | Trim |
| 28 | GPK | Graphic Packaging Holding Co | 0% | +10.30% | Add |
| 29 | ENB | Enbridge Inc | — | -1.23% | Trim |
| 30 | IBM | Intl Business Machines CORP | 0% | -9.13% | Trim |
| 31 | NKE | Nike Inc -cl B | -0.1% | +5.01% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | EXIT | Sold out |
| 33 | TSLA | Tesla Inc | -0.1% | +1.01% | Add |
| 34 | MRK | Merck & Co. Inc. | -0.1% | +5.16% | Add |
| 35 | HD | Home Depot Inc | -0.1% | +1.12% | Add |
| 36 | TXN | Texas Instruments Inc | -0.1% | -2.55% | Trim |
| 37 | UNH | Unitedhealth Group Inc | -0.2% | -19.62% | Trim |
| 38 | UPS | United Parcel Service-cl B | -0.2% | +8.18% | Add |
| 39 | XOM | Exxon Mobil CORP | -0.2% | -39.02% | Trim |
| 40 | CAT | Caterpillar Inc | -0.2% | -1.45% | Trim |
| 41 | EMR | Emerson Electric Co | -0.2% | +3.68% | Add |
| 42 | CMI | Cummins Inc | -0.2% | -1.11% | Trim |
| 43 | VV | Vanguard Large-cap ETF | -0.2% | +1.31% | Add |
| 44 | MSFT | Microsoft CORP | -0.3% | +1.00% | Add |
| 45 | MS | Morgan Stanley | -0.3% | -4.85% | Trim |
| 46 | TGT | Target CORP | -0.3% | +5.29% | Add |
| 47 | AVGO | Broadcom Inc | -0.3% | -2.09% | Trim |
| 48 | AAPL | Apple Inc | -0.6% | -12.58% | Trim |
| 49 | BCE | Bce Inc | -0.6% | EXIT | Sold out |
| 50 | GIS | General Mills Inc | -0.7% | -2.11% | Trim |
According to official SEC Form 13F filings, Advocate Group LLC reported a total U.S. public equity portfolio value of $665.1M across 114 disclosed positions in Q1 2025.
During Q1 2025, Advocate Group LLC's top holdings by market value included GIS (5.6%)、VEA (3.6%)、ABBV (3.0%). The largest single position, GIS, represented 5.6% 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 14.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTIP
市值: $7.0M
Top Position Liquidated / Trimmed
BCE
前期市值: $3.4M
In Q1 2025, Advocate Group LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 29 positions, trimming 18 holdings, and fully liquidating 2 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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