AG
| |
ADVOCATE GROUP LLC13F | |
| ADVOCATE GROUP LLC | |
| Last update 2026-04-13 | 126 Stocks (7 new) |
| Value $639.00 Mil | Turnover 4 % |
ADVOCATE GROUP LLC Top Holdings of 2026-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 540,708 | 34,648.6 | +4.18% | 5.420 | +0.22% | 0.020 | +13.53% | +13.74% | 309,963.8 | ||
VV | Vanguard Large Cap ETF | 90,889 | 27,162.3 | +9.97% | 4.250 | +0.39% | 0.060 | +13.85% | +7.51% | 72,854.2 | ||
GIS | General Mills Inc | 547,322 | 20,371.3 | +1.34% | 3.190 | +0.04% | 0.100 | +1.66% | -20.14% | 19,217.9 | Consumer Packaged Goods | |
VZ | Verizon Communications Inc | 340,554 | 17,095.8 | +1.36% | 2.670 | +0.04% | 0.010 | -6.90% | +17.99% | 194,330.5 | Telecommunication Services | |
ABBV | AbbVie Inc | 75,672 | 16,458.0 | -0.71% | 2.570 | -0.02% | 0.000 | +21.00% | +12.70% | 447,617.0 | Drug Manufacturers | |
JNJ | Johnson & Johnson | 64,825 | 15,845.8 | -2.47% | 2.480 | -0.06% | 0.000 | +7.06% | +24.42% | 613,021.9 | Drug Manufacturers | |
CVX | Chevron Corp | 71,426 | 14,778.0 | -0.06% | 2.310 | 0% | 0.000 | -16.92% | +14.37% | 340,682.7 | Oil & Gas | |
ENB | Enbridge Inc | 236,809 | 12,820.9 | -0.42% | 2.010 | -0.01% | 0.010 | +4.50% | +20.67% | 122,685.6 | Oil & Gas | |
CSCO | Cisco Systems Inc | 161,846 | 12,557.6 | -3.45% | 1.960 | -0.07% | 0.000 | +39.22% | +49.29% | 448,417.0 | Hardware | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 238,449 | 11,910.5 | +29.96% | 1.860 | +0.43% | 0.070 | +1.07% | +1.62% | 70,668.8 |
ADVOCATE GROUP LLC's Historical Top Holdings Breakdowns
ADVOCATE GROUP LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GPK | Graphic Packaging Holding Co | 2026-03-31 | Sold Out Sold Out | -0.81% | 8.91 ($12.6) 15.97 | $11.01 | -12.62% | Sold Out | 0 | -334,461 | |
UDR | UDR Inc | 2026-03-31 | New Buy New Buy | +0.55% | 33.58 ($36.72) 39.77 | $39.98 | 8.88% | New holding | 104,497 | 104,497 | |
CLX | Clorox Co | 2026-03-31 | New Buy New Buy | +0.43% | 100.61 ($113.37) 127.16 | $97.54 | -13.96% | New holding | 26,661 | 26,661 | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 2026-03-31 | Add Add | +0.43% | 49.45 ($49.73) 50.08 | $50.24 | 1.03% | Add 29.96% | 238,449 | 54,968 | |
VV | Vanguard Large Cap ETF | 2026-03-31 | Add Add | +0.39% | 290.26 ($312.88) 320.62 | $336.49 | 7.55% | Add 9.97% | 90,889 | 8,242 | |
SCCO | Southern Copper Corp | 2026-03-31 | Reduce Reduce | -0.36% | 145.98 ($182.98) 216.68 | $171.26 | -6.41% | Reduce -49.58% | 16,130 | -15,703 | |
UPS | United Parcel Service Inc | 2026-03-31 | Reduce Reduce | -0.30% | 94.8 ($107.24) 120 | $108.14 | 0.84% | Reduce -22.31% | 66,025 | -18,956 | |
HRL | Hormel Foods Corp | 2026-03-31 | Add Add | +0.26% | 22.14 ($23.9) 25.8 | $26.51 | 10.92% | Add 76.25% | 172,479 | 74,618 | |
AVB | AvalonBay Communities Inc | 2026-03-31 | Add Add | +0.23% | 160.81 ($174.73) 184.08 | $190.12 | 8.81% | Add 33.91% | 35,654 | 9,029 | |
UNP | Union Pacific Corp | 2026-03-31 | Reduce Reduce | -0.23% | 221.69 ($244.86) 266.97 | $268.35 | 9.59% | Reduce -14.9% | 35,161 | -6,154 |
ADVOCATE GROUP LLC Total Holding History ($B)
ADVOCATE GROUP LLC's Asset Allocation
ADVOCATE GROUP LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
ADVOCATE GROUP LLC's Hypothetical Growth since 2026-03-31
ADVOCATE GROUP LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
ADVOCATE GROUP LLC's Holdings Heat Map
Size field:
ADVOCATE GROUP LLC's Holdings Bubble Chart
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers