| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GENERAL MLS INC | 9 | Q2 2024 | 8.5% |
| VANGUARD TAX-MANAGED INTL FD | 9 | Q2 2024 | 4.1% |
| ABBVIE INC | 9 | Q2 2024 | 3.0% |
| JOHNSON & JOHNSON | 9 | Q2 2024 | 3.2% |
| VANGUARD INDEX FDS | 9 | Q2 2024 | 2.7% |
| APPLE INC | 9 | Q2 2024 | 2.7% |
| INTERNATIONAL BUSINESS MACHS | 9 | Q2 2024 | 2.5% |
| MICROSOFT CORP | 9 | Q2 2024 | 2.6% |
| CISCO SYS INC | 9 | Q2 2024 | 2.3% |
| MERCK & CO INC | 9 | Q2 2024 | 2.2% |
View ADVOCATE GROUP LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-10 |
| N-PX | 2024-07-10 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-27 |
View ADVOCATE GROUP LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.