ADVOCATE GROUP LLC 13F Holdings

CIK 0001853401 · MINNETONKA, MN

As of Sep 30, 2025, ADVOCATE GROUP LLC reported 122 positions worth $608.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TAX-MANAGED FUNDSVEA—497,805$29.8M4.90%
GENERAL MILLS INCGISConsumer Defensive540,604$27.3M4.48%
VANGUARD LARGE-CAP INDEX FUNDVV—84,031$25.9M4.25%
ABBVIE INCABBVEquity82,247 9.0M3.13%
VERIZON COMMUNICATIONS INCBACCommunication Services335,962 4.8M2.43%
JOHNSON & JOHNSONJNJHealthcare70,124 3.0M2.14%
CISCO SYSTEMS INCCSCOTechnology188,482 2.9M2.12%
MICROSOFT CORPMSFTTechnology24,691 2.8M2.10%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology44,837 2.7M2.08%
JPMORGAN CHASE & COJPMFinancial Services39,466 2.4M2.05%
ENBRIDGE INCENBEnergy244,266 2.3M2.03%
MORGAN STANLEYMSFinancial Services72,182 1.5M1.89%
EVERGY INCEVRGUtilities146,488 1.1M1.83%
SCHWAB CHARLES CORPSCHWEquity114,736 1.0M1.80%
MEDTRONIC PLCMDTHealthcare114,293 0.9M1.79%
APPLE INCAAPLTechnology40,917 0.4M1.71%
EMERSON ELECTRIC COEMRIndustrials79,305 0.4M1.71%
CHEVRON CORPCHVEnergy66,074 0.3M1.69%
MCDONALDS CORPMCDConsumer Cyclical31,955$9.7M1.60%
CUMMINS INCCMIIndustrials22,136$9.3M1.54%
PFIZER INCPFEHealthcare350,030$8.9M1.47%
DUKE ENERGY CORPDUKUtilities70,966$8.8M1.44%
HOME DEPOT INCHDConsumer Cyclical21,277$8.6M1.42%
UNION PACIFIC CORPUNPIndustrials36,458$8.6M1.42%
KROGER COKRConsumer Defensive126,193$8.5M1.40%