ADVOCATE GROUP LLC holdings history

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131 is the total number of securities ADVOCATE GROUP LLC has owned. The longest ADVOCATE GROUP LLC has owned a single stock is 6 quarters.

ADVOCATE GROUP LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
GIS GENERAL MLS INC667.03%7.64%8.55%Q2 2022Q3 20236
VEA VANGUARD TAX-MANAGED I...663.07%3.48%4.06%Q2 2022Q3 20236
JNJ JOHNSON & JOHNSON662.17%2.72%3.18%Q2 2022Q3 20236
ABBV ABBVIE INC662.32%2.68%3.00%Q2 2022Q3 20236
AAPL APPLE INC661.97%2.39%2.73%Q2 2022Q3 20236
VV VANGUARD INDEX FDS662.00%2.20%2.39%Q2 2022Q3 20236
IBM INTERNATIONAL BUSINESS...661.82%2.03%2.31%Q2 2022Q3 20236
CSCO CISCO SYS INC661.79%1.99%2.30%Q2 2022Q3 20236
PFE PFIZER INC661.73%1.99%2.33%Q2 2022Q3 20236
MRK MERCK & CO INC661.82%1.99%2.22%Q2 2022Q3 20236
MSFT MICROSOFT CORP661.60%1.97%2.43%Q2 2022Q3 20236
KMB KIMBERLY-CLARK CORP661.56%1.91%2.32%Q2 2022Q3 20236
CVX CHEVRON CORP NEW661.75%1.91%2.05%Q2 2022Q3 20236
UL UNILEVER PLC661.53%1.88%2.07%Q2 2022Q3 20236
SO SOUTHERN CO661.51%1.86%2.28%Q2 2022Q3 20236
ENB ENBRIDGE INC661.60%1.83%1.92%Q2 2022Q3 20236
D DOMINION ENERGY INC661.09%1.72%2.61%Q2 2022Q3 20236
TD TORONTO DOMINION BK ONT660.94%1.71%2.18%Q2 2022Q3 20236
UPS UNITED PARCEL SERVICE INC661.43%1.68%1.95%Q2 2022Q3 20236
DUK DUKE ENERGY CORP NEW661.27%1.61%2.08%Q2 2022Q3 20236
BMY BRISTOL-MYERS SQUIBB CO661.41%1.58%1.71%Q2 2022Q3 20236
PG PROCTER AND GAMBLE CO661.39%1.52%1.76%Q2 2022Q3 20236
TGT TARGET CORP661.34%1.47%1.65%Q2 2022Q3 20236
EMR EMERSON ELEC CO661.31%1.47%1.75%Q2 2022Q3 20236
MCD MCDONALDS CORP661.26%1.43%1.64%Q2 2022Q3 20236
CMI CUMMINS INC661.22%1.41%1.53%Q2 2022Q3 20236
WPC WP CAREY INC661.07%1.41%1.56%Q2 2022Q3 20236
NTR NUTRIEN LTD661.20%1.38%1.62%Q2 2022Q3 20236
MS MORGAN STANLEY661.24%1.37%1.42%Q2 2022Q3 20236
UNP UNION PAC CORP661.17%1.32%1.48%Q2 2022Q3 20236
MDT MEDTRONIC PLC660.87%1.20%1.46%Q2 2022Q3 20236
AVGO BROADCOM INC660.76%1.18%1.85%Q2 2022Q3 20236
GILD GILEAD SCIENCES INC660.77%1.15%1.32%Q2 2022Q3 20236
VWO VANGUARD INTL EQUITY I...660.90%1.12%1.41%Q2 2022Q3 20236
SCHW SCHWAB CHARLES CORP660.79%1.11%1.42%Q2 2022Q3 20236
MINT PIMCO ETF TR660.97%1.10%1.30%Q2 2022Q3 20236
NKE NIKE INC660.92%1.10%1.28%Q2 2022Q3 20236
T AT&T INC660.04%1.07%1.49%Q2 2022Q3 20236
BP BP PLC660.84%1.07%1.28%Q2 2022Q3 20236
VTI VANGUARD INDEX FDS660.94%1.02%1.10%Q2 2022Q3 20236
PSA PUBLIC STORAGE660.83%1.01%1.16%Q2 2022Q3 20236
LYB LYONDELLBASELL INDUSTR...660.88%1.00%1.10%Q2 2022Q3 20236
VEU VANGUARD INTL EQUITY I...660.91%0.99%1.07%Q2 2022Q3 20236
HD HOME DEPOT INC660.70%0.96%1.23%Q2 2022Q3 20236
TXN TEXAS INSTRS INC660.76%0.94%1.07%Q2 2022Q3 20236
SHELL PLC660.70%0.90%1.08%Q2 2022Q3 20236
CAT CATERPILLAR INC660.68%0.85%1.17%Q2 2022Q3 20236
PLD PROLOGIS INC.660.76%0.85%0.93%Q2 2022Q3 20236
UNH UNITEDHEALTH GROUP INC660.73%0.82%0.89%Q2 2022Q3 20236
MMM 3M CO660.06%0.78%1.44%Q2 2022Q3 20236
EVRG EVERGY INC660.18%0.73%1.16%Q2 2022Q3 20236
CB CHUBB LIMITED660.33%0.72%0.98%Q2 2022Q3 20236
MDLZ MONDELEZ INTL INC660.65%0.70%0.82%Q2 2022Q3 20236
WMT WALMART INC660.58%0.62%0.65%Q2 2022Q3 20236
DE DEERE & CO660.50%0.59%0.72%Q2 2022Q3 20236
SCHO SCHWAB STRATEGIC TR660.15%0.58%1.12%Q2 2022Q3 20236
AMGN AMGEN INC660.41%0.58%0.72%Q2 2022Q3 20236
AMAT APPLIED MATLS INC660.52%0.57%0.67%Q2 2022Q3 20236
GPK GRAPHIC PACKAGING HLDG CO660.13%0.49%0.78%Q2 2022Q3 20236
SCCO SOUTHERN COPPER CORP660.11%0.43%0.63%Q2 2022Q3 20236
ABT ABBOTT LABS660.37%0.41%0.44%Q2 2022Q3 20236
JPM JPMORGAN CHASE & CO660.06%0.39%1.15%Q2 2022Q3 20236
PAYX PAYCHEX INC660.27%0.33%0.47%Q2 2022Q3 20236
VO VANGUARD INDEX FDS660.29%0.32%0.40%Q2 2022Q3 20236
FCX FREEPORT-MCMORAN INC660.08%0.30%0.47%Q2 2022Q3 20236
CCI CROWN CASTLE INTL CORP...660.15%0.30%0.42%Q2 2022Q3 20236
CL COLGATE PALMOLIVE CO660.17%0.29%0.45%Q2 2022Q3 20236
FAST FASTENAL CO660.23%0.28%0.37%Q2 2022Q3 20236
KO COCA COLA CO660.18%0.26%0.37%Q2 2022Q3 20236
AZN ASTRAZENECA PLC660.22%0.23%0.27%Q2 2022Q3 20236
VUG VANGUARD INDEX FDS660.20%0.22%0.26%Q2 2022Q3 20236
VTV VANGUARD INDEX FDS660.18%0.22%0.24%Q2 2022Q3 20236
XEL XCEL ENERGY INC660.18%0.21%0.22%Q2 2022Q3 20236
NSC NORFOLK SOUTHN CORP660.17%0.21%0.25%Q2 2022Q3 20236
SBUX STARBUCKS CORP660.06%0.19%0.36%Q2 2022Q3 20236
DLR DIGITAL RLTY TR INC660.12%0.18%0.30%Q2 2022Q3 20236
STLD STEEL DYNAMICS INC660.13%0.16%0.17%Q2 2022Q3 20236
ADM ARCHER DANIELS MIDLAND CO660.12%0.14%0.15%Q2 2022Q3 20236
DRI DARDEN RESTAURANTS INC660.11%0.13%0.15%Q2 2022Q3 20236
ROK ROCKWELL AUTOMATION INC660.05%0.12%0.18%Q2 2022Q3 20236
VB VANGUARD INDEX FDS660.10%0.12%0.16%Q2 2022Q3 20236
COP CONOCOPHILLIPS660.10%0.12%0.14%Q2 2022Q3 20236
VNQ VANGUARD INDEX FDS660.08%0.11%0.12%Q2 2022Q3 20236
WSO WATSCO INC660.08%0.11%0.13%Q2 2022Q3 20236
BBY BEST BUY INC660.09%0.10%0.11%Q2 2022Q3 20236
CNP CENTERPOINT ENERGY INC660.09%0.09%0.10%Q2 2022Q3 20236
DEO DIAGEO PLC660.08%0.09%0.09%Q2 2022Q3 20236
SPY SPDR S&P 500 ETF TR660.07%0.08%0.09%Q2 2022Q3 20236
LMT LOCKHEED MARTIN CORP660.06%0.07%0.08%Q2 2022Q3 20236
SYY SYSCO CORP660.06%0.07%0.09%Q2 2022Q3 20236
IWM ISHARES TR660.06%0.07%0.07%Q2 2022Q3 20236
SON SONOCO PRODS CO660.06%0.07%0.08%Q2 2022Q3 20236
VLO VALERO ENERGY CORP660.05%0.07%0.08%Q2 2022Q3 20236
VNQI VANGUARD INTL EQUITY I...660.06%0.06%0.07%Q2 2022Q3 20236
IVV ISHARES TR660.05%0.05%0.06%Q2 2022Q3 20236
UAMY UNITED STATES ANTIMONY...660.00%0.00%0.00%Q2 2022Q3 20236
VZ VERIZON COMMUNICATIONS...320.08%0.73%1.48%Q2 2022Q3 20235
PNC PNC FINL SVCS GROUP INC550.08%0.53%0.83%Q3 2022Q3 20235
IXUS ISHARES TR410.24%0.37%0.42%Q2 2022Q3 20235
BCE BCE INC550.06%0.26%0.96%Q3 2022Q3 20235
MU MICRON TECHNOLOGY INC550.05%0.20%0.43%Q3 2022Q3 20235
AVA AVISTA CORP550.05%0.05%0.06%Q2 2022Q2 20235
IWB ISHARES TR410.04%0.05%0.05%Q2 2022Q3 20235
ABB ABB LTD441.35%1.45%1.58%Q2 2022Q1 20234
AVB AVALONBAY CMNTYS INC440.26%0.56%0.76%Q4 2022Q3 20234
MAS MASCO CORP440.23%0.45%0.60%Q4 2022Q3 20234
PXD PIONEER NAT RES CO440.18%0.44%0.68%Q4 2022Q3 20234
GENERAL ELECTRIC CO440.05%0.07%0.08%Q4 2022Q3 20234
HRL HORMEL FOODS CORP440.05%0.06%0.08%Q2 2022Q1 20234
SCHG SCHWAB STRATEGIC TR440.05%0.06%0.07%Q4 2022Q3 20234
SCHX SCHWAB STRATEGIC TR440.05%0.05%0.05%Q4 2022Q3 20234
INTC INTEL CORP330.94%1.15%1.46%Q2 2022Q4 20223
ADBE ADOBE SYSTEMS INCORPOR...330.55%0.97%1.30%Q1 2023Q3 20233
SL GREEN RLTY CORP330.49%0.54%0.58%Q2 2022Q4 20223
MA MASTERCARD INCORPORATED330.16%0.35%0.53%Q1 2023Q3 20233
PKG PACKAGING CORP AMER330.07%0.17%0.30%Q1 2023Q3 20233
TSLA TESLA INC330.14%0.16%0.18%Q1 2023Q3 20233
DIS DISNEY WALT CO330.08%0.14%0.19%Q2 2022Q4 20223
KRC KILROY RLTY CORP330.11%0.13%0.15%Q2 2022Q4 20223
AMT AMERICAN TOWER CORP NEW330.05%0.08%0.11%Q2 2022Q4 20223
FB META PLATFORMS INC330.06%0.07%0.08%Q1 2023Q3 20233
AFL AFLAC INC330.06%0.07%0.09%Q2 2022Q4 20223
BB BLACKBERRY LTD330.05%0.05%0.06%Q1 2023Q3 20233
IGR CBRE GBL REAL ESTATE I...210.02%0.02%0.02%Q2 2022Q1 20233
SCHR SCHWAB STRATEGIC TR220.27%0.29%0.31%Q2 2023Q3 20232
BEP BROOKFIELD RENEWABLE P...220.06%0.07%0.08%Q2 2022Q3 20222
BX BLACKSTONE INC220.06%0.06%0.06%Q2 2022Q3 20222
BHG BRIGHT HEALTH GROUP INC220.00%0.00%0.00%Q4 2022Q1 20232
NEE NEXTERA ENERGY INC110.24%0.24%0.24%Q3 2023Q3 20231
USB US BANCORP DEL110.19%0.19%0.19%Q1 2023Q1 20231
XLU SELECT SECTOR SPDR TR110.05%0.05%0.05%Q3 2023Q3 20231
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The securities at the top of the list , including GENERAL MLS INC, VANGUARD TAX-MANAGED INTL FD, and JOHNSON & JOHNSON, are the highest-conviction holdings of ADVOCATE GROUP LLC.

The conviction is calculated by counting the number of quarters a security has been reported by ADVOCATE GROUP LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that ADVOCATE GROUP LLC owns currently or has owned in the past.