Advocate Group LLC
- SEC CIK
- 0001853401
- 最新申報
- 2026/7/17
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/27 申報。只含多頭部位。
- 持股檔數
- 111
- 2022 年第 1 季沒有申報
- 總值
- $4.30 億
- 2022 年第 1 季沒有申報
Advocate Group LLC 沒有申報 2022 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GISGeneral Mills Inc | Stock | 420,586 | $3,173 萬 | 7.4% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 416,988 | $1,701 萬 | 4.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 77,027 | $1,367 萬 | 3.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 84,114 | $1,288 萬 | 3.0% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 140,327 | $1,120 萬 | 2.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 75,006 | $1,026 萬 | 2.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 191,235 | $1,003 萬 | 2.3% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 73,825 | $997.7 萬 | 2.3% | – | – | 歷史 |
| SOSouthern Co | Stock | 137,232 | $978.6 萬 | 2.3% | – | – | 歷史 |
| TDToronto Dominion Bank | Stock | 140,405 | $920.8 萬 | 2.1% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 52,255 | $900.6 萬 | 2.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 83,229 | $892.3 萬 | 2.1% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 195,497 | $826.2 萬 | 1.9% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 57,875 | $817.1 萬 | 1.9% | – | – | 歷史 |
| CVXChevron Corp | Stock | 56,170 | $813.2 萬 | 1.9% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 87,675 | $799.3 萬 | 1.9% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 180,657 | $770.3 萬 | 1.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 52,513 | $755.1 萬 | 1.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,049 | $720.4 萬 | 1.7% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 89,288 | $687.5 萬 | 1.6% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 143,036 | $655.5 萬 | 1.5% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 80,913 | $643.6 萬 | 1.5% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 77,485 | $642.0 萬 | 1.5% | – | – | 歷史 |
| NTRNutrien Ltd. | COM | 80,103 | $638.3 萬 | 1.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 167,134 | $625.2 萬 | 1.5% | – | – | 歷史 |
| MMM3M Co | Stock | 47,707 | $617.4 萬 | 1.4% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 33,673 | $614.7 萬 | 1.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 28,620 | $610.4 萬 | 1.4% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 145,494 | $606.0 萬 | 1.4% | – | – | – |
| TAT&T Inc. | Stock | 285,643 | $598.7 萬 | 1.4% | – | – | 歷史 |
| TGTTarget Corp | Stock | 41,790 | $590.2 萬 | 1.4% | – | – | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 216,302 | $578.2 萬 | 1.3% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 56,554 | $560.5 萬 | 1.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 21,989 | $542.9 萬 | 1.3% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 69,879 | $531.5 萬 | 1.2% | – | – | 歷史 |
| CMICummins Inc | Stock | 27,071 | $523.9 萬 | 1.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 56,501 | $507.1 萬 | 1.2% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 97,413 | $479.2 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 25,117 | $473.8 萬 | 1.1% | – | – | – |
| PSAPublic Storage | COM | 14,272 | $446.3 萬 | 1.0% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 42,369 | $433.0 萬 | 1.0% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,736 | $424.4 萬 | 1.0% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 83,384 | $416.6 萬 | 1.0% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 62,055 | $392.1 萬 | 0.9% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 44,540 | $389.5 萬 | 0.9% | – | – | 歷史 |
| BPBP PLC | ADR | 127,579 | $361.7 萬 | 0.8% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,029 | $361.0 萬 | 0.8% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 29,856 | $351.3 萬 | 0.8% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 53,392 | $330.0 萬 | 0.8% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 21,164 | $325.2 萬 | 0.8% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 12,796 | $311.3 萬 | 0.7% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 17,013 | $304.1 萬 | 0.7% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 11,014 | $302.1 萬 | 0.7% | – | – | 歷史 |
| SHELShell plc | ADR | 57,363 | $300.0 萬 | 0.7% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 44,870 | $278.6 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 20,619 | $250.7 萬 | 0.6% | – | – | 歷史 |
| DEDeere & Co | Stock | 8,319 | $249.1 萬 | 0.6% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 25,700 | $233.8 萬 | 0.5% | – | – | 歷史 |
| SLGSL Green Realty Corp | COM | 45,532 | $210.1 萬 | 0.5% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 17,644 | $200.9 萬 | 0.5% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 24,156 | $193.6 萬 | 0.5% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 17,171 | $186.6 萬 | 0.4% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 10,746 | $180.9 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 25,326 | $159.3 萬 | 0.4% | – | – | 歷史 |
| FASTFastenal Co | Stock | 31,472 | $157.1 萬 | 0.4% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 20,496 | $156.6 萬 | 0.4% | – | – | 歷史 |
| CBChubb Ltd | Stock | 7,291 | $143.3 萬 | 0.3% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 10,016 | $130.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,515 | $128.3 萬 | 0.3% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 17,503 | $115.6 萬 | 0.3% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,694 | $106.7 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 17,701 | $100.9 萬 | 0.2% | – | – | – |
| XELXcel Energy Inc | Stock | 13,581 | $96.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,825 | $85.3 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 8,831 | $83.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,035 | $79.6 萬 | 0.2% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 3,800 | $75.7 萬 | 0.2% | – | – | 歷史 |
| EVRGEvergy, Inc. | Stock | 11,511 | $75.1 萬 | 0.2% | – | – | 歷史 |
| KRCKilroy Realty Corp | COM | 12,656 | $66.2 萬 | 0.2% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 7,849 | $60.9 萬 | 0.1% | – | – | 歷史 |
| STLDSteel Dynamics Inc | COM | 8,726 | $57.7 萬 | 0.1% | – | – | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 27,365 | $56.1 萬 | 0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 5,740 | $51.6 萬 | 0.1% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 4,225 | $47.8 萬 | 0.1% | – | – | 歷史 |
| SCCOSouthern Copper Corp | Stock | 9,564 | $47.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,129 | $46.7 萬 | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 1,777 | $45.4 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 8,567 | $43.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,458 | $43.3 萬 | 0.1% | – | – | – |
| BBYBest Buy Co Inc | Stock | 6,272 | $40.9 萬 | 0.1% | – | – | 歷史 |
| CNPCenterpoint Energy Inc | COM | 13,747 | $40.7 萬 | 0.1% | – | – | 歷史 |
| WSOWatsco Inc | COM | 1,643 | $39.2 萬 | 0.1% | – | – | 歷史 |
| AFLAflac Inc | Stock | 6,745 | $37.3 萬 | 0.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 2,130 | $37.1 萬 | 0.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 4,348 | $36.8 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 842 | $36.2 萬 | 0.1% | – | – | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 10,061 | $35.0 萬 | 0.1% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 3,208 | $34.1 萬 | 0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 902 | $34.0 萬 | 0.1% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 7,123 | $33.7 萬 | 0.1% | – | – | 歷史 |