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CIK: 0001853401
Total reported value
$665.1M
$665.1M
122 檔
17.6%
As reported in its official Q3 2025 Form 13F filing, Advocate Group LLC's tracked investment portfolio stood at $665.1M with 122 total positions.
In Q3 2025, Advocate Group LLC displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, GIS, VV) accounted for 17.6% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.90% | +0.26% | +25.51% | |
| 2 | GIS | General Mills Inc | Stock-Consumer Staples | 4.48% | -0.39% | +7.75% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 4.25% | +0.01% | +38.42% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 3.13% | +0.27% | +1.16% | |
| 5 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.43% | -0.41% | -0.92% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.14% | -0.14% | +2.36% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 2.12% | +0.41% | -3.28% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | +0.08% | -2.47% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 2.08% | +0.10% | -5.97% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | +0.01% | -2.60% | |
| 11 | ENB | Enbridge Inc | Stock-Energy | 2.03% | -0.16% | -0.67% | |
| 12 | MS | Morgan Stanley | Stock-Financials | 1.89% | +0.14% | -3.75% | |
| 13 | EVRG | Evergy Inc | Stock-Utilities | 1.83% | -0.15% | +0.38% | |
| 14 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.80% | -0.11% | -3.06% | |
| 15 | MDT | Medtronic plc | Stock-Healthcare | 1.79% | -0.02% | +1.54% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.71% | +0.09% | -3.27% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 1.71% | +0.05% | +0.09% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.69% | -0.58% | +0.81% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.60% | -0.25% | +1.36% | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 1.54% | -0.01% | -2.32% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.47% | -0.13% | +1.35% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.44% | -0.08% | -1.28% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.42% | +0.26% | +0.41% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.42% | +0.08% | +6.83% | |
| 25 | KR | Kroger Co | Stock-Consumer Staples | 1.40% | -0.37% | +3.96% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.39% | +0.08% | +28.45% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 1.37% | +0.16% | -1.73% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.36% | +0.09% | +13.19% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 1.35% | +0.27% | -1.49% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.35% | -0.08% | +4.13% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.34% | +0.09% | +23.97% | |
| 32 | D | Dominion Energy Inc | Stock-Utilities | 1.33% | +0.07% | -2.57% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.31% | -0.03% | +0.44% | |
| 34 | NTR | Nutrien LTD | Stock-Materials | 1.24% | -0.33% | -0.42% | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.21% | +0.04% | +4.06% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.06% | -6.37% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.16% | -0.19% | +1.53% | |
| 38 | UL | Unilever PLC | Stock-Consumer Staples | 1.13% | — | -1.23% | |
| 39 | TGT | Target CORP | Stock-Consumer Disc | 1.12% | -0.25% | +8.60% | |
| 40 | CB | Chubb Limited | Stock-Financials | 1.11% | — | -0.17% | |
| 41 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.07% | -0.12% | -0.74% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 1.04% | +0.13% | -2.20% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | -0.07% | -0.50% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.00% | +0.13% | +4.20% | |
| 45 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.00% | — | +6.86% | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.95% | -0.32% | +9.90% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.91% | -0.18% | +8.34% | |
| 48 | PSA | Public Storage | Stock-Real Estate | 0.90% | +0.20% | +2.12% | |
| 49 | WPC | Wp Carey Inc | Stock-Real Estate | 0.87% | +0.06% | +0.43% | |
| 50 | SHEL | Shell Plc-adr | Stock-Energy | 0.80% | -0.23% | -1.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +1.5% | +38.42% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.3% | +25.51% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | -6.37% | Trim |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +23.97% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | -2.47% | Trim |
| 6 | CAT | Caterpillar Inc | +0.3% | -1.49% | Add |
| 7 | CMI | Cummins Inc | +0.3% | -2.32% | Trim |
| 8 | VO | Vanguard Mid-cap ETF | +0.3% | +38.70% | Add |
| 9 | MS | Morgan Stanley | +0.3% | -3.75% | Trim |
| 10 | SCHR | Schwab Intermediate-term US | +0.2% | +28.45% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -2.60% | Trim |
| 12 | EMR | Emerson Electric Co | +0.2% | +0.09% | Add |
| 13 | JNJ | Johnson & Johnson | +0.2% | +2.36% | Add |
| 14 | ARE | Alexandria Real Estate Equit | +0.2% | +15.97% | Add |
| 15 | ABBV | Abbvie Inc | +0.1% | +1.16% | Add |
| 16 | KR | Kroger Co | +0.1% | +3.96% | Add |
| 17 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +4.20% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | -1.54% | Trim |
| 19 | SCCO | Southern Copper CORP | +0.1% | -2.04% | Trim |
| 20 | VB | Vanguard Small-cap ETF | +0.1% | +39.54% | Add |
| 21 | SCHW | Schwab (charles) CORP | +0.1% | -3.06% | Trim |
| 22 | FCX | Freeport-mcmoran Inc | +0.1% | +7.63% | Add |
| 23 | EVRG | Evergy Inc | +0.1% | +0.38% | Add |
| 24 | VTIP | Vanguard Short-term Tips | +0.1% | +13.19% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.50% | Trim |
| 26 | AMAT | Applied Materials Inc | +0.1% | -0.10% | Trim |
| 27 | NKE | Nike Inc -cl B | +0.1% | +1.57% | Add |
| 28 | NTR | Nutrien LTD | 0% | -0.42% | Trim |
| 29 | HD | Home Depot Inc | 0% | +0.41% | Add |
| 30 | ENB | Enbridge Inc | 0% | -0.67% | Trim |
| 31 | MINT | Pimco Enhanced Short Maturit | — | +9.90% | Add |
| 32 | MDT | Medtronic plc | 0% | +1.54% | Add |
| 33 | AAPL | Apple Inc | 0% | -3.27% | Trim |
| 34 | UNP | Union Pacific CORP | 0% | +6.83% | Add |
| 35 | CSCO | Cisco Systems Inc | -0.1% | -3.28% | Trim |
| 36 | XOM | Exxon Mobil CORP | -0.2% | -23.60% | Trim |
| 37 | LYB | LyondellBasell Industries N.V. | -0.2% | +4.76% | Add |
| 38 | PG | Procter & Gamble Co/the | -0.3% | +0.44% | Add |
| 39 | KMB | Kimberly-clark CORP | -0.3% | -0.74% | Trim |
| 40 | VZ | Verizon Communications Inc | -0.4% | -0.92% | Trim |
| 41 | UPS | United Parcel Service-cl B | -0.4% | +4.06% | Add |
| 42 | BMY | Bristol-myers Squibb Co | -0.5% | +1.53% | Add |
| 43 | GIS | General Mills Inc | -1.1% | +7.75% | Add |
| 44 | GILD | Gilead Sciences Inc | — | EXIT | Sold out |
| 45 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 46 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 47 | CRM | Salesforce Inc | — | NEW | New buy |
| 48 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 49 | LNWO | Light & Wonder Inc | — | NEW | New buy |
| 50 | PPA | Invesco Aerospace & Defense | — | NEW | New buy |
According to official SEC Form 13F filings, Advocate Group LLC reported a total U.S. public equity portfolio value of $665.1M across 122 disclosed positions in Q3 2025.
During Q3 2025, Advocate Group LLC's top holdings by market value included VEA (4.9%)、GIS (4.5%)、VV (4.3%). The largest single position, VEA, represented 4.9% 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.
Top New Position Initiated
GOOGL
市值: $3.3M
Top Position Liquidated / Trimmed
GILD
前期市值: $8.7M
In Q3 2025, Advocate Group LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 17 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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