ADVOCATE GROUP LLC

Q4 2024 13F Holdings

  • Location
    minnetonka, MN
  • Num holdings

    115

  • Value ($000)

    $531,070

  • Date Filed
    01/21/2025
  • Form type
    13F-HR
  • CIK
    0001853401
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GIS
GIS

GENERAL MLS INC

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370334104
$33.36M
6 %

523,124

VEA
VEA

VANGUARD TAX-MANAGED FDS

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921943858
$18.04M
3 %

377,164

VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$15.64M
3 %

58,007

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$13.85M
3 %

77,946

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$12.56M
2 %

57,139

AAPL
AAPL

APPLE INC

COM
037833100
$12.17M
2 %

48,604

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$12.03M
2 %

203,159

ENB
ENB

ENBRIDGE INC

COM
29250N105
$10.67M
2 %

251,521

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$10.65M
2 %

25,266

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$10.57M
2 %

44,091

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