Advocate Group LLC
- SEC CIK
- 0001853401
- Latest filing
- Jul 17, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 27, 2022. Long positions only.
- Positions
- 111
- No filing for Q1 2022
- Portfolio value
- $429.5M
- No filing for Q1 2022
Advocate Group LLC did not file a 13F for Q1 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GISGeneral Mills Inc | Stock | 420,586 | $31.7M | 7.4% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 416,988 | $17.0M | 4.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 77,027 | $13.7M | 3.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 84,114 | $12.9M | 3.0% | – | – | History |
| DDominion Energy, Inc | Stock | 140,327 | $11.2M | 2.6% | – | – | History |
| AAPLApple Inc. | Stock | 75,006 | $10.3M | 2.4% | – | – | History |
| PFEPfizer Inc | Stock | 191,235 | $10.0M | 2.3% | – | – | History |
| KMBKimberly Clark Corp | Stock | 73,825 | $9.98M | 2.3% | – | – | History |
| SOSouthern Co | Stock | 137,232 | $9.79M | 2.3% | – | – | History |
| TDToronto Dominion Bank | Stock | 140,405 | $9.21M | 2.1% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 52,255 | $9.01M | 2.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 83,229 | $8.92M | 2.1% | – | – | History |
| ENBEnbridge Inc | Stock | 195,497 | $8.26M | 1.9% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 57,875 | $8.17M | 1.9% | – | – | History |
| CVXChevron Corp | Stock | 56,170 | $8.13M | 1.9% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 87,675 | $7.99M | 1.9% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 180,657 | $7.70M | 1.8% | – | – | History |
| PGProcter & Gamble Co | Stock | 52,513 | $7.55M | 1.8% | – | – | History |
| MSFTMicrosoft Corp | Stock | 28,049 | $7.20M | 1.7% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 89,288 | $6.88M | 1.6% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 143,036 | $6.55M | 1.5% | – | – | History |
| EMREmerson Electric Co | Stock | 80,913 | $6.44M | 1.5% | – | – | History |
| WPCW. P. Carey Inc. | COM | 77,485 | $6.42M | 1.5% | – | – | History |
| NTRNutrien Ltd. | COM | 80,103 | $6.38M | 1.5% | – | – | History |
| INTCIntel Corp | Stock | 167,134 | $6.25M | 1.5% | – | – | History |
| MMM3M Co | Stock | 47,707 | $6.17M | 1.4% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 33,673 | $6.15M | 1.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 28,620 | $6.10M | 1.4% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 145,494 | $6.06M | 1.4% | – | – | – |
| TAT&T Inc. | Stock | 285,643 | $5.99M | 1.4% | – | – | History |
| TGTTarget Corp | Stock | 41,790 | $5.90M | 1.4% | – | – | History |
| ABBNYABB Ltd | SPONSORED ADR | 216,302 | $5.78M | 1.3% | – | – | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 56,554 | $5.61M | 1.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 21,989 | $5.43M | 1.3% | – | – | History |
| MSMorgan Stanley | Stock | 69,879 | $5.32M | 1.2% | – | – | History |
| CMICummins Inc | Stock | 27,071 | $5.24M | 1.2% | – | – | History |
| MDTMedtronic plc | Stock | 56,501 | $5.07M | 1.2% | – | – | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 97,413 | $4.79M | 1.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 25,117 | $4.74M | 1.1% | – | – | – |
| PSAPublic Storage | COM | 14,272 | $4.46M | 1.0% | – | – | History |
| NKENIKE, Inc. | Stock | 42,369 | $4.33M | 1.0% | – | – | History |
| AVGOBroadcom Inc. | Stock | 8,736 | $4.24M | 1.0% | – | – | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 83,384 | $4.17M | 1.0% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 62,055 | $3.92M | 0.9% | – | – | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 44,540 | $3.90M | 0.9% | – | – | History |
| BPBP PLC | ADR | 127,579 | $3.62M | 0.8% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 7,029 | $3.61M | 0.8% | – | – | History |
| PLDPrologis, Inc. | REIT | 29,856 | $3.51M | 0.8% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 53,392 | $3.30M | 0.8% | – | – | History |
| TXNTexas Instruments Inc | Stock | 21,164 | $3.25M | 0.8% | – | – | History |
| AMGNAmgen Inc | Stock | 12,796 | $3.11M | 0.7% | – | – | History |
| CATCaterpillar Inc | Stock | 17,013 | $3.04M | 0.7% | – | – | History |
| HDHome Depot, Inc. | Stock | 11,014 | $3.02M | 0.7% | – | – | History |
| SHELShell plc | ADR | 57,363 | $3.00M | 0.7% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 44,870 | $2.79M | 0.6% | – | – | History |
| WMTWalmart Inc. | Stock | 20,619 | $2.51M | 0.6% | – | – | History |
| DEDeere & Co | Stock | 8,319 | $2.49M | 0.6% | – | – | History |
| AMATApplied Materials Inc | Stock | 25,700 | $2.34M | 0.5% | – | – | History |
| SLGSL Green Realty Corp | COM | 45,532 | $2.10M | 0.5% | – | – | History |
| PAYXPaychex Inc | Stock | 17,644 | $2.01M | 0.5% | – | – | History |
| CLColgate Palmolive Co | Stock | 24,156 | $1.94M | 0.5% | – | – | History |
| ABTAbbott Laboratories | Stock | 17,171 | $1.87M | 0.4% | – | – | History |
| CCICrown Castle Inc. | REIT | 10,746 | $1.81M | 0.4% | – | – | History |
| KOCoca Cola Co | Stock | 25,326 | $1.59M | 0.4% | – | – | History |
| FASTFastenal Co | Stock | 31,472 | $1.57M | 0.4% | – | – | History |
| SBUXStarbucks Corp | Stock | 20,496 | $1.57M | 0.4% | – | – | History |
| CBChubb Ltd | Stock | 7,291 | $1.43M | 0.3% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 10,016 | $1.30M | 0.3% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,515 | $1.28M | 0.3% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 17,503 | $1.16M | 0.3% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 4,694 | $1.07M | 0.2% | – | – | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 17,701 | $1.01M | 0.2% | – | – | – |
| XELXcel Energy Inc | Stock | 13,581 | $961.0K | 0.2% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,825 | $853.0K | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 8,831 | $834.0K | 0.2% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,035 | $796.0K | 0.2% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 3,800 | $757.0K | 0.2% | – | – | History |
| EVRGEvergy, Inc. | Stock | 11,511 | $751.0K | 0.2% | – | – | History |
| KRCKilroy Realty Corp | COM | 12,656 | $662.0K | 0.2% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 7,849 | $609.0K | 0.1% | – | – | History |
| STLDSteel Dynamics Inc | COM | 8,726 | $577.0K | 0.1% | – | – | History |
| GPKGraphic Packaging Holding Co | COM | 27,365 | $561.0K | 0.1% | – | – | History |
| COPConocoPhillips | Stock | 5,740 | $516.0K | 0.1% | – | – | History |
| DRIDarden Restaurants Inc | COM | 4,225 | $478.0K | 0.1% | – | – | History |
| SCCOSouthern Copper Corp | Stock | 9,564 | $476.0K | 0.1% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 5,129 | $467.0K | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 1,777 | $454.0K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 8,567 | $435.0K | 0.1% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,458 | $433.0K | 0.1% | – | – | – |
| BBYBest Buy Co Inc | Stock | 6,272 | $409.0K | 0.1% | – | – | History |
| CNPCenterpoint Energy Inc | COM | 13,747 | $407.0K | 0.1% | – | – | History |
| WSOWatsco Inc | COM | 1,643 | $392.0K | 0.1% | – | – | History |
| AFLAflac Inc | Stock | 6,745 | $373.0K | 0.1% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 2,130 | $371.0K | 0.1% | – | – | History |
| SYYSysco Corp | Stock | 4,348 | $368.0K | 0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 842 | $362.0K | 0.1% | – | – | History |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 10,061 | $350.0K | 0.1% | – | – | History |
| VLOValero Energy Corp | Stock | 3,208 | $341.0K | 0.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 902 | $340.0K | 0.1% | – | – | History |
| HRLHormel Foods Corp | COM | 7,123 | $337.0K | 0.1% | – | – | History |