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CIK: 0001853401
Total reported value
$665.1M
$665.1M
119 檔
14.4%
The Q2 2025 SEC filing reveals that Advocate Group LLC held a total portfolio value of $665.1M, covering 119 public equity positions.
In Q2 2025, Advocate Group LLC displayed an active expansion posture, initiating 5 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GIS, VEA, VV) accounted for 14.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | Stock-Consumer Staples | 4.65% | -0.39% | -2.02% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.04% | +0.26% | +1.63% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 3.10% | +0.01% | +3.30% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.70% | +0.27% | +2.73% | |
| 5 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.62% | -0.41% | -1.00% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.51% | +0.10% | -8.17% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 2.42% | +0.41% | -2.18% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | +0.08% | -0.80% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | +0.01% | -3.14% | |
| 10 | ENB | Enbridge Inc | Stock-Energy | 1.99% | -0.16% | -1.01% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.93% | -0.11% | -1.31% | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 1.89% | +0.05% | +3.62% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 1.89% | +0.14% | -2.48% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.87% | -0.14% | +4.80% | |
| 15 | EVRG | Evergy Inc | Stock-Utilities | 1.80% | -0.15% | +4.61% | |
| 16 | MDT | Medtronic plc | Stock-Healthcare | 1.75% | -0.02% | +2.29% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.68% | -0.58% | +2.32% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.65% | -0.25% | +0.96% | |
| 19 | KR | Kroger Co | Stock-Consumer Staples | 1.56% | -0.37% | +16.60% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.09% | -0.45% | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.53% | +0.04% | +5.23% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.52% | -0.08% | -1.17% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.50% | -0.13% | -2.35% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | -0.03% | +0.24% | |
| 25 | SO | Southern Co/the | Stock-Utilities | 1.47% | +0.16% | -1.81% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 1.40% | +0.08% | +1.42% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | +0.26% | +1.92% | |
| 28 | D | Dominion Energy Inc | Stock-Utilities | 1.37% | +0.07% | -1.82% | |
| 29 | NTR | Nutrien LTD | Stock-Materials | 1.35% | -0.33% | -2.50% | |
| 30 | CMI | Cummins Inc | Stock-Industrials | 1.33% | -0.01% | +1.37% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.33% | -0.08% | +9.88% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 1.30% | +0.13% | -0.95% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.30% | +0.09% | +2.42% | |
| 34 | UL | Unilever PLC | Stock-Consumer Staples | 1.29% | — | -4.37% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.28% | -0.19% | +4.82% | |
| 36 | CB | Chubb Limited | Stock-Financials | 1.25% | — | +0.47% | |
| 37 | TGT | Target CORP | Stock-Consumer Disc | 1.23% | -0.25% | +8.60% | |
| 38 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.22% | -0.12% | -1.83% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 1.22% | +0.27% | +1.91% | |
| 40 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.17% | +0.08% | +1.66% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.06% | -3.84% | |
| 42 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.09% | — | +16.20% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.07% | +0.09% | +1.98% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.07% | +0.02% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 1.01% | -0.18% | +6.10% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.98% | +0.13% | +1.60% | |
| 47 | PSA | Public Storage | Stock-Real Estate | 0.97% | +0.20% | +0.84% | |
| 48 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.93% | -0.32% | +0.49% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | +0.03% | -0.77% | |
| 50 | SHEL | Shell Plc-adr | Stock-Energy | 0.87% | -0.23% | -0.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +0.6% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +0.5% | -0.80% | Trim |
| 3 | WFC | Wells Fargo & Co | +0.5% | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | NEW | New buy |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.4% | +1.63% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | -3.84% | Trim |
| 7 | EMR | Emerson Electric Co | +0.4% | +3.62% | Add |
| 8 | VV | Vanguard Large-cap ETF | +0.4% | +3.30% | Add |
| 9 | LNWO | Light & Wonder Inc | +0.3% | NEW | New buy |
| 10 | KR | Kroger Co | +0.3% | +16.60% | Add |
| 11 | MS | Morgan Stanley | +0.3% | -2.48% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -3.14% | Trim |
| 13 | SCHW | Schwab (charles) CORP | +0.2% | -1.31% | Trim |
| 14 | CAT | Caterpillar Inc | +0.2% | +1.91% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.2% | -2.18% | Trim |
| 16 | IBM | Intl Business Machines CORP | +0.2% | -8.17% | Trim |
| 17 | FCX | Freeport-mcmoran Inc | +0.2% | +18.46% | Add |
| 18 | NTR | Nutrien LTD | +0.2% | -2.50% | Trim |
| 19 | TXN | Texas Instruments Inc | +0.1% | -0.95% | Trim |
| 20 | NKE | Nike Inc -cl B | +0.1% | +9.84% | Add |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.98% | Add |
| 22 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +1.60% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.02% | Add |
| 24 | AMAT | Applied Materials Inc | +0.1% | -0.47% | Trim |
| 25 | EVRG | Evergy Inc | +0.1% | +4.61% | Add |
| 26 | CMI | Cummins Inc | +0.1% | +1.37% | Add |
| 27 | ADBE | Adobe Inc | +0.1% | +6.10% | Add |
| 28 | VO | Vanguard Mid-cap ETF | +0.1% | +3.16% | Add |
| 29 | HROW | Harrow Inc | +0.1% | NEW | New buy |
| 30 | SCCO | Southern Copper CORP | 0% | +0.96% | Add |
| 31 | AMGN | Amgen Inc | -0.1% | -6.02% | Trim |
| 32 | GPK | Graphic Packaging Holding Co | -0.1% | +16.20% | Add |
| 33 | UPS | United Parcel Service-cl B | -0.1% | +5.23% | Add |
| 34 | LYB | LyondellBasell Industries N.V. | -0.1% | +8.13% | Add |
| 35 | DUK | Duke Energy CORP | -0.1% | -1.17% | Trim |
| 36 | JNJ | Johnson & Johnson | -0.1% | +4.80% | Add |
| 37 | PFE | Pfizer Inc | -0.1% | -2.35% | Trim |
| 38 | PG | Procter & Gamble Co/the | -0.1% | +0.24% | Add |
| 39 | MCD | Mcdonald's CORP | -0.1% | +0.96% | Add |
| 40 | XOM | Exxon Mobil CORP | -0.1% | -39.18% | Trim |
| 41 | BP | Bp Plc-spons Adr | -0.2% | -3.61% | Trim |
| 42 | AAPL | Apple Inc | -0.2% | -0.45% | Trim |
| 43 | KMB | Kimberly-clark CORP | -0.2% | -1.83% | Trim |
| 44 | VZ | Verizon Communications Inc | -0.2% | -1.00% | Trim |
| 45 | CVX | Chevron CORP | -0.3% | +2.32% | Add |
| 46 | ABBV | Abbvie Inc | -0.3% | +2.73% | Add |
| 47 | BMY | Bristol-myers Squibb Co | -0.4% | +4.82% | Add |
| 48 | UNH | Unitedhealth Group Inc | -0.6% | EXIT | Sold out |
| 49 | GIS | General Mills Inc | -0.9% | -2.02% | Trim |
| 50 | GILD | Gilead Sciences Inc | -1.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Advocate Group LLC reported a total U.S. public equity portfolio value of $665.1M across 119 disclosed positions in Q2 2025.
During Q2 2025, Advocate Group LLC's top holdings by market value included GIS (4.7%)、VEA (4.0%)、VV (3.1%). The largest single position, GIS, represented 4.7% 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.
Top New Position Initiated
CRM
市值: $3.3M
Top Position Liquidated / Trimmed
GILD
前期市值: $8.7M
In Q2 2025, Advocate Group LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 19 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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