ADVOCATE GROUP LLC

Q1 2025 13F Holdings

  • Location
    minnetonka, MN
  • Num holdings

    114

  • Value ($000)

    $548,325

  • Date Filed
    04/22/2025
  • Form type
    13F-HR
  • CIK
    0001853401
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GIS
GIS

GENERAL MLS INC

COM
370334104
$30.62M
6 %

512,097

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$19.84M
4 %

390,253

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$16.58M
3 %

79,139

BAC
BAC

VERIZON COMMUNICATIONS INC

COM
92343V104
$15.54M
3 %

342,525

VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$15.10M
3 %

58,765

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$12.91M
2 %

51,925

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$12.29M
2 %

199,212

ENB
ENB

ENBRIDGE INC

COM
29250N105
$11.01M
2 %

248,437

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$10.84M
2 %

65,367

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$10.72M
2 %

64,062

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