ADVOCATE GROUP LLC

Q3 2025 13F Holdings

  • Location
    minnetonka, MN
  • Num holdings

    122

  • Value ($000)

    $608,308

  • Date Filed
    10/20/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$29.83M
5 %

497,805

GIS
GIS

GENERAL MLS INC

COM
370334104
$27.26M
5 %

540,604

VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$25.87M
4 %

84,031

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$19.04M
3 %

82,247

BAC
BAC

VERIZON COMMUNICATIONS INC

COM
92343V104
$14.77M
2 %

335,962

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$13.00M
2 %

70,124

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$12.90M
2 %

188,482

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$12.79M
2 %

24,691

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$12.65M
2 %

44,837

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$12.45M
2 %

39,466

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