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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 $531,069,917
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Mills Inc
 GIS 523,124 $33,359,594 6.28%
2.
Vanguard Tax-Managed Fds
 377,164 $18,035,996 3.39%
3.
Vanguard Index Fds - LARGE CAP ETF
 58,007 $15,644,586 2.94%
4.
Abbvie Inc.
 ABBV 77,946 $13,851,004 2.6%
5.
International Business Machines Corp
 IBM 57,139 $12,560,963 2.36%
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)