CIK 1853401
ADVOCATE GROUP LLC
Institutional 13F holdings & portfolio
Holdings
123
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 123
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 519K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 83K | $1M+ | SH |
| GIS | GENERAL MLS INC | 540K | $1M+ | SH |
| ABBV | ABBVIE INC | 76K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 66K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 336K | $1M+ | SH |
| CSCO | CISCO SYS INC | 168K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 39K | $1M+ | SH |
| ENB | ENBRIDGE INC | 238K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 35K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 71K | $1M+ | SH |
| MS | MORGAN STANLEY | 61K | $1M+ | SH |
| AAPL | APPLE INC | 40K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 112K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 22K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 78K | $1M+ | SH |
| MRK | MERCK & CO INC | 99K | $1M+ | SH |
| EVRG | EVERGY INC | 141K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 405K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 101K | $1M+ | SH |
| CMI | CUMMINS INC | 19K | $1M+ | SH |
| UNP | UNION PAC CORP | 41K | $1M+ | SH |
| MCD | MCDONALDS CORP | 30K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 183K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 166K | $1M+ | SH |
| CAT | CATERPILLAR INC | 15K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 75K | $1M+ | SH |
| PFE | PFIZER INC | 348K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 158K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 85K | $1M+ | SH |
| CB | CHUBB LIMITED | 27K | $1M+ | SH |
| TGT | TARGET CORP | 85K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 56K | $1M+ | SH |
| KR | KROGER CO | 127K | $1M+ | SH |
| NTR | NUTRIEN LTD | 123K | $1M+ | SH |
| SO | SOUTHERN CO | 86K | $1M+ | SH |
| D | DOMINION ENERGY INC | 124K | $1M+ | SH |
| UL | UNILEVER PLC | 106K | $1M+ | SH |
| AVGO | BROADCOM INC | 20K | $1M+ | SH |
| HD | HOME DEPOT INC | 20K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 90K | $1M+ | SH |
| MINT | PIMCO ETF TR | 62K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 34K | $1M+ | SH |
| ADBE | ADOBE INC | 16K | $1M+ | SH |
| WPC | WP CAREY INC | 87K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 20K | $1M+ | SH |
| PLD | PROLOGIS INC. | 41K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 19K | $1M+ | SH |
| GPK | GRAPHIC PACKAGING HLDG CO | 334K | $1M+ | SH |