ADVOCATE GROUP LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, ADVOCATE GROUP LLC held in its portfolio 123 assets valued at $618,167,066 (i.e. $618.17M).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($32.42M), VANGUARD INDEX FDS ($26.02M), and GENERAL MLS INC ($25.12M).
The chart below shows the top 10 valuable assets, and the table below shows the top 123 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ADVOCATE GROUP LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 519020 | 32423197 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 82647 | 26017391 | LARGE CAP ETF |
| GENERAL MLS INC | 540103 | 25114772 | COM |
| ABBVIE INC | 76212 | 17413586 | COM |
| JOHNSON & JOHNSON | 66469 | 13755850 | COM |
| VERIZON COMMUNICATIONS INC | 335997 | 13685147 | COM |
| CISCO SYS INC | 167632 | 12912696 | COM |
| INTERNATIONAL BUSINESS MACHS | 38994 | 11550533 | COM |
| ENBRIDGE INC | 237819 | 11374869 | COM |
| JPMORGAN CHASE & CO. | 34676 | 11173225 | COM |
| CHEVRON CORP NEW | 71472 | 10893022 | COM |
| MORGAN STANLEY | 61284 | 10879748 | COM NEW |
| APPLE INC | 39999 | 10874066 | COM |
| MEDTRONIC PLC | 111745 | 10734206 | SHS |
| MICROSOFT CORP | 21903 | 10592840 | COM |
| EMERSON ELEC CO | 78435 | 10409831 | COM |
| MERCK & CO INC | 98811 | 10400822 | COM |
| EVERGY INC | 141455 | 10254089 | COM |
| SCHWAB STRATEGIC TR | 405405 | 10167557 | INT-TRM U.S TRES |
| SCHWAB CHARLES CORP | 100847 | 10075592 | COM |
| CUMMINS INC | 19346 | 9874931 | COM |
| UNION PAC CORP | 41315 | 9556988 | COM |
| MCDONALDS CORP | 29855 | 9124611 | COM |
| VANGUARD MALVERN FDS | 183481 | 9074970 | STRM INFPROIDX |
| BRISTOL-MYERS SQUIBB CO | 165670 | 8936258 | COM |
| CATERPILLAR INC | 15409 | 8827473 | COM |
| DUKE ENERGY CORP NEW | 75070 | 8798929 | COM NEW |
| PFIZER INC | 348499 | 8677635 | COM |
| VANGUARD INTL EQUITY INDEX F | 157991 | 8493598 | FTSE EMR MKT ETF |
| UNITED PARCEL SERVICE INC | 84981 | 8429313 | CL B |
| CHUBB LIMITED | 26877 | 8388977 | COM |
| TARGET CORP | 84943 | 8303171 | COM |
| PROCTER AND GAMBLE CO | 56123 | 8043032 | COM |
| KROGER CO | 127078 | 7939859 | COM |
| NUTRIEN LTD | 122608 | 7567364 | COM |
| SOUTHERN CO | 85786 | 7480559 | COM |
| DOMINION ENERGY INC | 124356 | 7286046 | COM |
| UNILEVER PLC | 106176 | 6943910 | SPON ADR NEW |
| BROADCOM INC | 19812 | 6856936 | COM |
| HOME DEPOT INC | 19765 | 6801094 | COM |
| VANGUARD INTL EQUITY INDEX F | 89914 | 6614082 | ALLWRLD EX US |
| PIMCO ETF TR | 61623 | 6183252 | ENHAN SHRT MA AC |
| VANGUARD INDEX FDS | 18341 | 6149281 | TOTAL STK MKT |
| TEXAS INSTRS INC | 34067 | 5910332 | COM |
| ADOBE INC | 16215 | 5675088 | COM |
| WP CAREY INC | 87383 | 5623967 | COM |
| PUBLIC STORAGE OPER CO | 20319 | 5272860 | COM |
| PROLOGIS INC. | 41264 | 5267767 | COM |
| ACCENTURE PLC IRELAND | 19166 | 5142290 | SHS CLASS A |
| GRAPHIC PACKAGING HLDG CO | 334461 | 5036981 | COM |
| KIMBERLY-CLARK CORP | 49054 | 4949064 | COM |
| SHELL PLC | 66825 | 4910336 | SPON ADS |
| VANGUARD INDEX FDS | 16776 | 4868750 | MID CAP ETF |
| AVALONBAY CMNTYS INC | 26625 | 4827355 | COM |
| XCEL ENERGY INC | 65178 | 4814047 | COM |
| FREEPORT-MCMORAN INC | 94720 | 4810834 | CL B |
| MASTERCARD INCORPORATED | 8267 | 4719495 | CL A |
| BP PLC | 132159 | 4589886 | SPONSORED ADR |
| SOUTHERN COPPER CORP | 31406 | 4505797 | COM |
| RIO TINTO PLC | 54480 | 4360025 | SPONSORED ADR |
| NEXTERA ENERGY INC | 54219 | 4352708 | COM |
| ALPHABET INC | 13452 | 4210476 | CAP STK CL A |
| SALESFORCE INC | 12777 | 3384776 | COM |
| LYONDELLBASELL INDUSTRIES N | 70831 | 3066969 | SHS - A - |
| WELLS FARGO CO NEW | 32367 | 3016604 | COM |
| NIKE INC | 44270 | 2820417 | CL B |
| APPLIED MATLS INC | 9984 | 2565788 | COM |
| WALMART INC | 22963 | 2558308 | COM |
| ISHARES TR | 30001 | 2539285 | CORE MSCI TOTAL |
| HORMEL FOODS CORP | 97861 | 2319306 | COM |
| ALEXANDRIA REAL ESTATE EQ IN | 42433 | 2076660 | COM |
| DEERE & CO | 4289 | 1996830 | COM |
| VANGUARD INDEX FDS | 7501 | 1934951 | SMALL CP ETF |
| CROWN CASTLE INC | 20594 | 1830183 | COM |
| TESLA INC | 4038 | 1815969 | COM |
| AMGEN INC | 5497 | 1799223 | COM |
| VANGUARD INDEX FDS | 3649 | 1780201 | GROWTH ETF |
| ABBOTT LABS | 12996 | 1628269 | COM |
| VANGUARD INDEX FDS | 7948 | 1517989 | VALUE ETF |
| FASTENAL CO | 36716 | 1473425 | COM |
| ASTRAZENECA PLC | 12221 | 1123477 | SPONSORED ADR |
| STEEL DYNAMICS INC | 5516 | 934686 | COM |
| PAYCHEX INC | 8286 | 929551 | COM |
| INVESCO EXCHANGE TRADED FD T | 5900 | 924117 | AEROSPACE DEFN |
| COCA COLA CO | 12534 | 876276 | COM |
| NORFOLK SOUTHN CORP | 2977 | 859519 | COM |
| EXXON MOBIL CORP | 5707 | 686780 | COM |
| DARDEN RESTAURANTS INC | 3665 | 674433 | COM |
| COLGATE PALMOLIVE CO | 8431 | 666218 | COM |
| SPDR S&P 500 ETF TR | 879 | 599383 | TR UNIT |
| DIGITAL RLTY TR INC | 3627 | 561133 | COM |
| GLOBAL X FDS | 10507 | 534386 | ARTIFICIAL ETF |
| ISHARES TR | 11054 | 532582 | FUTURE AI & TECH |
| WATSCO INC | 1384 | 466339 | COM |
| CENTERPOINT ENERGY INC | 12098 | 463837 | COM |
| META PLATFORMS INC | 656 | 433019 | CL A |
| HARROW INC | 8824 | 432376 | COM |
| ISHARES TR | 1716 | 422423 | RUSSELL 2000 ETF |
| ENTEGRIS INC | 4779 | 402631 | COM |
| ARCHER DANIELS MIDLAND CO | 6872 | 395071 | COM |
| ISHARES TR | 1000 | 373440 | RUS 1000 ETF |
| MAGNUM ICE CREAM CO NV | 23029 | 365010 | ORD SHS |
| CONOCOPHILLIPS | 3748 | 350850 | COM |
| BOSTON SCIENTIFIC CORP | 3274 | 312176 | COM |
| GLOBAL X FDS | 8567 | 310382 | RBTCS ARTFL INTE |
| PEPSICO INC | 2157 | 309573 | COM |
| ISHARES TR | 450 | 308223 | CORE S&P500 ETF |
| MASCO CORP | 4695 | 297945 | COM |
| 3M CO | 1752 | 280495 | COM |
| CONSTELLATION ENERGY CORP | 782 | 276257 | COM |
| MICRON TECHNOLOGY INC | 941 | 268571 | COM |
| SYSCO CORP | 3626 | 267200 | COM |
| SCHWAB STRATEGIC TR | 9405 | 255910 | FUNDAMENTAL US L |
| LOCKHEED MARTIN CORP | 524 | 253443 | COM |
| US BANCORP DEL | 4720 | 251859 | COM NEW |
| PACKAGING CORP AMER | 1193 | 246032 | COM |
| SCHWAB STRATEGIC TR | 8100 | 239841 | US LCAP VA ETF |
| ALPHABET INC | 760 | 238488 | CAP STK CL C |
| COSTCO WHSL CORP NEW | 256 | 220759 | COM |
| ONEOK INC NEW | 2981 | 219104 | COM |
| EATON CORP PLC | 661 | 210535 | SHS |
| WW GRAINGER INC | 202 | 203828 | COM |
| UNITED STATES ANTIMONY CORP | 31950 | 160389 | COM |
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