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Home > Institutional Investor > Advocate Group Llc > Profile

Instuitional Investor - Advocate Group Llc

Fund Profile
Filing Period:
Fund Name: Advocate Group Llc
Portfolio Value $548,324,843
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Mills Inc
 GIS 512,097 $30,618,257 5.58%
2.
Vanguard Tax-Managed Fds
 390,253 $19,836,575 3.62%
3.
Abbvie Inc.
 ABBV 79,139 $16,581,203 3.02%
4.
Verizon Communications Inc
 VZ 342,525 $15,536,934 2.83%
5.
Vanguard Index Fds - LARGE CAP ETF
 58,765 $15,104,462 2.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)