ADVOCATE GROUP LLC

CIK 0001853401 • 7 13F filings • Apr 22, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $608.3M122 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$272K	0.0%	1,752 SH	New
ABBOTT LABS	COM	$1.7M	0.3%	12,996 SH	New
ABBVIE INC	COM	$19.0M	3.1%Prev: 2.8%	82,247 SH	Increased+7,180 SH
ADOBE INC	COM	$5.6M	0.9%Prev: 0.4%	15,764 SH	Increased+2,260 SH
ALEXANDRIA REAL ESTATE EQ IN	COM	$4.7M	0.8%	56,645 SH	New
ALPHABET INC	CAP STK CL A	$3.3M	0.5%Prev: 0.7%	13,660 SH	Decreased+207 SH
AMGEN INC	COM	$1.6M	0.3%Prev: 0.3%	5,534 SH	Decreased+336 SH
APPLE INC	COM	$10.4M	1.7%Prev: 1.6%	40,917 SH	Decreased+3,219 SH
APPLIED MATLS INC	COM	$2.1M	0.3%Prev: 1.0%	10,090 SH	Decreased+701 SH
ARCHER DANIELS MIDLAND CO	COM	$412K	0.1%Prev: 0.1%	6,902 SH	Decreased+722 SH
ASTRAZENECA PLC	SPONSORED ADR	$961K	0.2%	12,531 SH	New
AT&T INC	COM	$220K	0.0%	7,787 SH	New
AVALONBAY CMNTYS INC	COM	$4.3M	0.7%Prev: 1.3%	22,216 SH	Decreased-23,827 SH
BOSTON SCIENTIFIC CORP	COM	$320K	0.1%	3,274 SH	New
BP PLC	SPONSORED ADR	$4.8M	0.8%Prev: 0.7%	138,111 SH	Increased+16,114 SH
BRISTOL-MYERS SQUIBB CO	COM	$7.1M	1.2%Prev: 1.4%	156,594 SH	Decreased-3,709 SH
BROADCOM INC	COM	$7.3M	1.2%Prev: 1.0%	21,976 SH	Increased+4,327 SH
CATERPILLAR INC	COM	$8.2M	1.4%Prev: 1.9%	17,257 SH	Decreased+5,543 SH
CENTERPOINT ENERGY INC	COM	$469K	0.1%Prev: 0.1%	12,098 SH	Decreased
CHEVRON CORP NEW	COM	$10.3M	1.7%	66,074 SH	New
CHUBB LIMITED	COM	$6.8M	1.1%Prev: 1.4%	24,014 SH	Decreased-3,653 SH
CISCO SYS INC	COM	$12.9M	2.1%Prev: 2.4%	188,482 SH	Decreased+54,542 SH
COCA COLA CO	COM	$831K	0.1%Prev: 0.1%	12,534 SH	Decreased+510 SH
COLGATE PALMOLIVE CO	COM	$674K	0.1%Prev: 0.1%	8,431 SH	Decreased+109 SH
CONOCOPHILLIPS	COM	$355K	0.1%Prev: 0.1%	3,748 SH	Decreased+50 SH
CONSTELLATION ENERGY CORP	COM	$257K	0.0%	782 SH	New
COSTCO WHSL CORP NEW	COM	$250K	0.0%	270 SH	New
CROWN CASTLE INC	COM	$2.2M	0.4%Prev: 0.2%	22,554 SH	Increased+1,625 SH
CUMMINS INC	COM	$9.3M	1.5%Prev: 1.5%	22,136 SH	Decreased+7,964 SH
DARDEN RESTAURANTS INC	COM	$701K	0.1%Prev: 0.1%	3,682 SH	Decreased+30 SH
DEERE & CO	COM	$2.0M	0.3%Prev: 0.3%	4,417 SH	Decreased+816 SH
DIGITAL RLTY TR INC	COM	$664K	0.1%Prev: 0.1%	3,843 SH	Increased+1,035 SH
DOMINION ENERGY INC	COM	$8.1M	1.3%Prev: 1.3%	131,792 SH	Decreased+8,370 SH
DUKE ENERGY CORP NEW	COM NEW	$8.8M	1.4%Prev: 1.5%	70,966 SH	Decreased-7,340 SH
EATON CORP PLC	SHS	$252K	0.0%Prev: 0.0%	674 SH	Decreased+63 SH
EMERSON ELEC CO	COM	$10.4M	1.7%Prev: 1.6%	79,305 SH	Decreased+2,682 SH
ENBRIDGE INC	COM	$12.3M	2.0%Prev: 1.9%	244,266 SH	Increased+17,106 SH
ENTEGRIS INC	COM	$442K	0.1%Prev: 0.1%	4,779 SH	Increased+2,796 SH
EVERGY INC	COM	$11.1M	1.8%Prev: 1.7%	146,488 SH	Increased+18,637 SH
EXXON MOBIL CORP	COM	$724K	0.1%Prev: 0.1%	6,421 SH	Increased+2,340 SH
FASTENAL CO	COM	$1.8M	0.3%Prev: 0.3%	35,942 SH	Increased-352 SH
FREEPORT-MCMORAN INC	CL B	$3.5M	0.6%	88,698 SH	New
GENERAL MLS INC	COM	$27.3M	4.5%	540,604 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$322K	0.1%	6,515 SH	New
GLOBAL X FDS	RBTCS ARTFL INTE	$307K	0.1%	8,660 SH	New
GRAPHIC PACKAGING HLDG CO	COM	$6.1M	1.0%	310,085 SH	New
HARROW INC	COM	$425K	0.1%Prev: 0.1%	8,824 SH	Increased
HOME DEPOT INC	COM	$8.6M	1.4%Prev: 1.3%	21,277 SH	Increased-2,735 SH
INTERNATIONAL BUSINESS MACHS	COM	$12.7M	2.1%Prev: 1.5%	44,837 SH	Increased+8,486 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$931K	0.2%	5,987 SH	New
ISHARES TR	CORE MSCI TOTAL	$2.5M	0.4%Prev: 0.4%	30,001 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$301K	0.0%Prev: 0.0%	450 SH	Increased+83 SH
ISHARES TR	FUTURE AI & TECH	$308K	0.1%	6,719 SH	New
ISHARES TR	RUS 1000 ETF	$365K	0.1%Prev: 0.0%	1,000 SH	Increased+467 SH
ISHARES TR	RUSSELL 2000 ETF	$415K	0.1%Prev: 0.1%	1,716 SH	Decreased+123 SH
JOHNSON & JOHNSON	COM	$13.0M	2.1%Prev: 2.3%	70,124 SH	Decreased+8,712 SH
JPMORGAN CHASE & CO.	COM	$12.4M	2.0%	39,466 SH	New
KIMBERLY-CLARK CORP	COM	$6.5M	1.1%Prev: 0.6%	52,466 SH	Increased+18,217 SH
KROGER CO	COM	$8.5M	1.4%Prev: 1.0%	126,193 SH	Increased+1,741 SH
LIGHT & WONDER INC	COM	$1.5M	0.2%	18,000 SH	New
LOCKHEED MARTIN CORP	COM	$262K	0.0%Prev: 0.0%	524 SH	Decreased-38 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$3.4M	0.6%	69,619 SH	New
MASCO CORP	COM	$417K	0.1%Prev: 0.1%	5,919 SH	Increased+1,817 SH
MASTERCARD INCORPORATED	CL A	$4.8M	0.8%Prev: 0.7%	8,448 SH	Increased-309 SH
MCDONALDS CORP	COM	$9.7M	1.6%Prev: 1.2%	31,955 SH	Increased+3,025 SH
MEDTRONIC PLC	SHS	$10.9M	1.8%Prev: 1.5%	114,293 SH	Increased-12,311 SH
MERCK & CO INC	COM	$8.2M	1.3%Prev: 1.7%	97,597 SH	Decreased+7,025 SH
META PLATFORMS INC	CL A	$482K	0.1%Prev: 0.1%	656 SH	Increased-10 SH
MICRON TECHNOLOGY INC	COM	$210K	0.0%Prev: 0.1%	1,258 SH	Decreased+553 SH
MICROSOFT CORP	COM	$12.8M	2.1%Prev: 1.3%	24,691 SH	Increased+765 SH
MORGAN STANLEY	COM NEW	$11.5M	1.9%Prev: 1.6%	72,182 SH	Increased+20,988 SH
NEXTERA ENERGY INC	COM	$4.3M	0.7%Prev: 0.7%	56,357 SH	Decreased+2,875 SH
NIKE INC	CL B	$3.2M	0.5%Prev: 0.4%	46,371 SH	Increased-12,441 SH
NORFOLK SOUTHN CORP	COM	$903K	0.1%Prev: 0.1%	3,005 SH	Increased+474 SH
NUTRIEN LTD	COM	$7.6M	1.2%Prev: 1.1%	128,838 SH	Increased+16,155 SH
NVIDIA CORPORATION	COM	$225K	0.0%	1,204 SH	New
PACKAGING CORP AMER	COM	$337K	0.1%Prev: 0.0%	1,546 SH	Increased+600 SH
PAYCHEX INC	COM	$1.1M	0.2%Prev: 0.1%	8,286 SH	Increased
PEPSICO INC	COM	$303K	0.0%Prev: 0.0%	2,157 SH	Increased-7 SH
PFIZER INC	COM	$8.9M	1.5%Prev: 1.4%	350,030 SH	Decreased-44,131 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$5.8M	0.9%Prev: 0.7%	57,131 SH	Increased+8,775 SH
PROCTER AND GAMBLE CO	COM	$8.0M	1.3%	51,988 SH	New
PROLOGIS INC.	COM	$4.5M	0.7%Prev: 0.9%	39,178 SH	Decreased-6,813 SH
PUBLIC STORAGE OPER CO	COM	$5.5M	0.9%	18,912 SH	New
RIO TINTO PLC	SPONSORED ADR	$3.7M	0.6%Prev: 0.7%	56,223 SH	Decreased+10,371 SH
SALESFORCE INC	COM	$3.0M	0.5%Prev: 0.4%	12,584 SH	Increased-4,349 SH
SCHWAB CHARLES CORP	COM	$11.0M	1.8%Prev: 1.3%	114,736 SH	Increased+18,922 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$247K	0.0%Prev: 0.0%	9,405 SH	Decreased
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$8.5M	1.4%Prev: 1.8%	336,398 SH	Decreased-138,516 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$246K	0.0%	7,701 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$236K	0.0%Prev: 0.0%	8,100 SH	Decreased
SHELL PLC	SPON ADS	$4.9M	0.8%Prev: 0.7%	67,900 SH	Decreased+4,042 SH
SOUTHERN CO	COM	$8.3M	1.4%Prev: 1.5%	87,831 SH	Decreased-13,761 SH
SOUTHERN COPPER CORP	COM	$4.5M	0.7%Prev: 0.4%	36,966 SH	Increased+23,470 SH
SPDR S&P 500 ETF TR	TR UNIT	$586K	0.1%	879 SH	New
STEEL DYNAMICS INC	COM	$769K	0.1%Prev: 0.2%	5,516 SH	Decreased+153 SH
SYSCO CORP	COM	$299K	0.0%	3,626 SH	New
TARGET CORP	COM	$6.8M	1.1%Prev: 1.4%	76,016 SH	Decreased+6,348 SH
TESLA INC	COM	$1.8M	0.3%Prev: 0.3%	4,038 SH	Increased-2 SH
TEXAS INSTRS INC	COM	$6.3M	1.0%Prev: 1.2%	34,387 SH	Decreased+8,409 SH
UNILEVER PLC	SPON ADR NEW	$6.9M	1.1%Prev: 1.1%	116,295 SH	Decreased-9,500 SH
UNION PAC CORP	COM	$8.6M	1.4%Prev: 1.4%	36,458 SH	Decreased+2,039 SH
UNITED PARCEL SERVICE INC	CL B	$7.4M	1.2%	88,374 SH	New
UNITED STATES ANTIMONY CORP	COM	$198K	0.0%Prev: 0.0%	31,950 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$1.8M	0.3%Prev: 0.5%	3,649 SH	Decreased-31,968 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$25.9M	4.3%Prev: 4.3%	84,031 SH	Decreased+1,724 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.8M	0.8%Prev: 0.8%	16,475 SH	Decreased-51,734 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$568K	0.1%	6,213 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$1.9M	0.3%Prev: 0.3%	7,408 SH	Decreased+44 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.3M	1.0%Prev: 0.8%	19,070 SH	Increased+4,041 SH
VANGUARD INDEX FDS	VALUE ETF	$1.5M	0.2%Prev: 0.4%	7,948 SH	Decreased-5,272 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$6.1M	1.0%Prev: 1.3%	85,104 SH	Decreased-19,876 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.1M	1.3%Prev: 1.5%	150,349 SH	Decreased-18,262 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$291K	0.0%	6,094 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$8.3M	1.4%Prev: 2.0%	163,342 SH	Decreased-95,204 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$29.8M	4.9%Prev: 5.7%	497,805 SH	Decreased-32,115 SH
VERIZON COMMUNICATIONS INC	COM	$14.8M	2.4%Prev: 2.3%	335,962 SH	Decreased-19,250 SH
WALMART INC	COM	$2.5M	0.4%Prev: 0.4%	24,073 SH	Increased+2,399 SH
WATSCO INC	COM	$560K	0.1%Prev: 0.1%	1,384 SH	Increased+92 SH
WELLS FARGO CO NEW	COM	$2.7M	0.4%	32,367 SH	New
WP CAREY INC	COM	$5.3M	0.9%Prev: 1.0%	78,016 SH	Decreased-18,044 SH
XCEL ENERGY INC	COM	$257K	0.0%Prev: 1.1%	3,189 SH	Decreased-91,057 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.1M
ACCENTURE PLC IRELAND — $5.2M
ASTRAZENECA PLC — $1.1M
CANADIAN NATL RY CO — $2.8M
CHEVRON CORPORATION — $11.5M
CLOROX CO DEL — $4.4M
COSTCO WHOLESALE CORPORATION — $237K
FREEPORT MCMORAN INC — $4.5M
GENERAL MILLS INC — $18.6M
HORMEL FOODS CORP — $5.1M
INTEL CORP — $311K
ISHARES TR — $214K
JPMORGAN CHASE & CO — $10.2M
LYONDELLBASELL INDUSTRIES NV — $2.9M
MAGNUM ICE CREAM CO NV — $267K
ONEOK INC NEW — $259K
PNC FINL SVCS GROUP INC — $2.9M
PROCTER & GAMBLE CO — $9.5M
PUBLIC STORAGE — $7.5M
STATE STR SPDR S&P 500 ETF T — $661K
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001853401-26-000005	—	View
Jan 20, 2026	Q4 2025	13F-HR	0001853401-26-000001	$618.2M	View
Oct 20, 2025	Q3 2025