Sponsored

The Analysis of ADVOCATE GROUP LLC's Holdings & P&L

Currently, ADVOCATE GROUP LLC holds 126 types of securities in its portfolio with a total value $639.4M. In the most recent quarter, they have increased their positions in UDR (+104.5K shares, valued at $3.5M), CLX (+26.7K shares, valued at $2.8M), VTIP (+55.0K shares, valued at $2.7M); decreased their positions in SCCO (-15.4K shares, valued at $2.7M), UPS (-19.0K shares, valued at $1.9M), UNP (-6.2K shares, valued at $1.5M); initiated new positions in UDR (+104.5K shares, valued at $3.5M), CLX (+26.7K shares, valued at $2.8M), N/A (+5.9K shares, valued at $1.2M).

1M P&L

+13.9M+2.32%

3M P&L

-17.6M-2.78%

HY P&L

+35.1M+6.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A131.4M

22.5%

2Drug Manufacturers - General54.3M

9.3%

3Utilities - Regulated Electric38.8M

6.6%

Top Industries by Stock Count

1N/A24 stocks

21.1%

2Utilities - Regulated Electric6 stocks

5.3%

3Drug Manufacturers - General5 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS540.7K shares4.18%2026-03-312026-04-13

VV VANGUARD INDEX FDS90.9K shares9.97%2026-03-312026-04-13

GIS GENERAL MILLS INC547.3K shares1.34%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC340.6K shares1.36%2026-03-312026-04-13

ABBV ABBVIE INC75.7K shares-0.71%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON64.8K shares-2.47%2026-03-312026-04-13

CVX CHEVRON CORPORATION71.4K shares-0.06%2026-03-312026-04-13

ENB ENBRIDGE INC236.8K shares-0.42%2026-03-312026-04-13

Sponsored

CSCO CISCO SYS INC161.8K shares-3.45%2026-03-312026-04-13

VTIP VANGUARD MALVERN FDS238.4K shares29.96%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC97.3K shares-1.48%2026-03-312026-04-13

EVRG EVERGY INC141.4K shares-0.05%2026-03-312026-04-13

SCHR SCHWAB STRATEGIC TR430.0K shares6.07%2026-03-312026-04-13

TGT TARGET CORP85.3K shares0.41%2026-03-312026-04-13

CAT CATERPILLAR INC14.5K shares-5.73%2026-03-312026-04-13

EMR EMERSON ELEC CO78.2K shares-0.34%2026-03-312026-04-13

Sponsored

BMY BRISTOL-MYERS SQUIBB CO167.0K shares0.78%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW76.5K shares1.94%2026-03-312026-04-13

PFE PFIZER INC355.1K shares1.88%2026-03-312026-04-13

AAPL APPLE INC39.1K shares-2.34%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO33.3K shares-3.84%2026-03-312026-04-13

CMI CUMMINS INC18.1K shares-6.19%2026-03-312026-04-13

MEDTRONIC PLC MEDTRONIC PLC111.7K shares-0.07%2026-03-312026-04-13

MS MORGAN STANLEY57.2K shares-6.71%2026-03-312026-04-13

Sponsored

PG PROCTER & GAMBLE CO64.5K shares14.97%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP98.3K shares-2.55%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS37.9K shares-2.74%2026-03-312026-04-13

MCD MCDONALDS CORP29.4K shares-1.46%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F168.2K shares6.47%2026-03-312026-04-13

CB CHUBB LTD SWITZ27.8K shares3.45%2026-03-312026-04-13

KR KROGER CO125.0K shares-1.67%2026-03-312026-04-13

NTR NUTRIEN LTD118.6K shares-3.27%2026-03-312026-04-13

Sponsored

UNP UNION PAC CORP35.2K shares-14.90%2026-03-312026-04-13

SO SOUTHERN CO85.8K shares0.04%2026-03-312026-04-13

MSFT MICROSOFT CORP21.7K shares-0.83%2026-03-312026-04-13

D DOMINION ENERGY INC123.6K shares-0.60%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F101.0K shares12.34%2026-03-312026-04-13

MINT PIMCO ETF TR67.0K shares8.81%2026-03-312026-04-13

TXN TEXAS INSTRS INC33.9K shares-0.41%2026-03-312026-04-13

UPS UNITED PARCEL SVCS INC66.0K shares-22.31%2026-03-312026-04-13

Sponsored

HD HOME DEPOT INC19.6K shares-0.84%2026-03-312026-04-13

WPC WP CAREY INC91.6K shares4.88%2026-03-312026-04-13

SHEL SHELL PLC66.6K shares-0.28%2026-03-312026-04-13

BP BP PLC131.1K shares-0.80%2026-03-312026-04-13

UNILEVER PLC UNILEVER PLC108.0K shares1.72%2026-03-312026-04-13

BROADCOM INC BROADCOM INC19.3K shares-2.50%2026-03-312026-04-13

PSA PUBLIC STORAGE OPER CO21.9K shares7.64%2026-03-312026-04-13

AVB AVALONBAY CMNTYS INC35.7K shares33.91%2026-03-312026-04-13

Sponsored

VTI VANGUARD INDEX FDS18.1K shares-1.16%2026-03-312026-04-13

XEL XCEL ENERGY INC72.9K shares11.81%2026-03-312026-04-13

PLD PROLOGIS INC.43.8K shares6.10%2026-03-312026-04-13

LYB LYONDELLBASELL INDUSTRIES NV70.3K shares-0.72%2026-03-312026-04-13

FCX FREEPORT MCMORAN INC92.1K shares-2.78%2026-03-312026-04-13

VO VANGUARD INDEX FDS18.5K shares10.03%2026-03-312026-04-13

NEE NEXTERA ENERGY INC53.8K shares-0.85%2026-03-312026-04-13

RIO RIO TINTO PLC52.8K shares-3.00%2026-03-312026-04-13

Sponsored

KMB KIMBERLY-CLARK CORP45.9K shares-6.39%2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND21.5K shares12.28%2026-03-312026-04-13

MA MASTERCARD INCORPORATED8.3K shares0.73%2026-03-312026-04-13

HRL HORMEL FOODS CORP172.5K shares76.25%2026-03-312026-04-13

ALPHABET INC ALPHABET INC13.5K shares0.01%2026-03-312026-04-13

ADBE ADOBE INC15.8K shares-2.31%2026-03-312026-04-13

UDR UDR INC104.5K sharesnew addition2026-03-312026-04-13

AMAT APPLIED MATLS INC9.9K shares-0.54%2026-03-312026-04-13

Sponsored

WMT WALMART INC22.3K shares-2.68%2026-03-312026-04-13

CLX CLOROX CO DEL26.7K sharesnew addition2026-03-312026-04-13

SCCO SOUTHERN COPPER CORP16.0K shares-49.15%2026-03-312026-04-13

CRM SALESFORCE INC14.1K shares10.28%2026-03-312026-04-13

IXUS ISHARES TR30.0K shares0.00%2026-03-312026-04-13

WFC WELLS FARGO & CO32.0K shares-1.07%2026-03-312026-04-13

DE DEERE & CO4.3K shares0.00%2026-03-312026-04-13

NKE NIKE INC45.0K shares1.57%2026-03-312026-04-13

Sponsored

VB VANGUARD INDEX FDS8.1K shares8.01%2026-03-312026-04-13

AMGN AMGEN INC5.5K shares-0.35%2026-03-312026-04-13

FAST FASTENAL CO36.7K shares0.00%2026-03-312026-04-13

CROWN CASTLE INC CROWN CASTLE INC20.5K shares-0.66%2026-03-312026-04-13

VUG VANGUARD INDEX FDS3.7K shares0.14%2026-03-312026-04-13

VTV VANGUARD INDEX FDS8.0K shares0.15%2026-03-312026-04-13

TSLA TESLA INC4.0K shares0.05%2026-03-312026-04-13

ABT ABBOTT LABORATORIES12.5K shares-3.44%2026-03-312026-04-13

Sponsored

ARE ALEXANDRIA REAL ESTATE EQ IN27.3K shares-35.58%2026-03-312026-04-13

ASTRAZENECA PLC ASTRAZENECA PLC5.9K sharesnew addition2026-03-312026-04-13

STLD STEEL DYNAMICS INC5.5K shares-0.69%2026-03-312026-04-13

PPA INVESCO EXCHANGE TRADED FD T5.9K shares0.00%2026-03-312026-04-13

KO COCA COLA CO12.5K shares-0.55%2026-03-312026-04-13

NSC NORFOLK SOUTHN CORP3.0K shares0.00%2026-03-312026-04-13

PAYX PAYCHEX INC8.3K shares0.00%2026-03-312026-04-13

XOM EXXON MOBIL CORP4.5K shares-21.87%2026-03-312026-04-13

Sponsored

DRI DARDEN RESTAURANTS INC3.7K shares-0.35%2026-03-312026-04-13

CL COLGATE PALMOLIVE CO8.4K shares-0.59%2026-03-312026-04-13

DLR DIGITAL RLTY TR INC3.5K shares-2.62%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T924 shares5.12%2026-03-312026-04-13

CNP CENTERPOINT ENERGY INC12.1K shares0.00%2026-03-312026-04-13

ARTY ISHARES TR11.1K shares0.00%2026-03-312026-04-13

WSO WATSCO INC1.4K shares0.00%2026-03-312026-04-13

ADM ARCHER DANIELS MIDLAND CO6.9K shares0.00%2026-03-312026-04-13

Sponsored

AIQ GLOBAL X FDS10.5K shares0.00%2026-03-312026-04-13

COP CONOCOPHILLIPS3.7K shares-1.33%2026-03-312026-04-13

IWM ISHARES TR1.7K shares-2.80%2026-03-312026-04-13

META META PLATFORMS INC656 shares0.00%2026-03-312026-04-13

PEP PEPSICO INC2.2K shares0.32%2026-03-312026-04-13

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV22.2K shares-3.70%2026-03-312026-04-13

IWB ISHARES TR917 shares-8.30%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP524 shares0.00%2026-03-312026-04-13

Sponsored

MU MICRON TECHNOLOGY INC937 shares-0.43%2026-03-312026-04-13

HROW HARROW INC8.8K shares0.00%2026-03-312026-04-13

BOTZ GLOBAL X FDS8.6K shares0.00%2026-03-312026-04-13

UAMY UNITED STATES ANTIMONY CORP31.9K shares0.00%2026-03-312026-04-13

IVV ISHARES TR413 shares-8.22%2026-03-312026-04-13

OKE ONEOK INC NEW3.0K shares0.00%2026-03-312026-04-13

FNDX SCHWAB STRATEGIC TR9.4K shares0.00%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION259 shares1.17%2026-03-312026-04-13

Sponsored

VLO VALERO ENERGY CORP1.0K sharesnew addition2026-03-312026-04-13

MAS MASCO CORP4.2K shares-10.22%2026-03-312026-04-13

PKG PACKAGING CORP AMER1.2K shares-0.50%2026-03-312026-04-13

SCHV SCHWAB STRATEGIC TR8.1K shares0.00%2026-03-312026-04-13

ENTG ENTEGRIS INC2.0K shares-58.51%2026-03-312026-04-13

MMM 3M CO1.6K shares-8.68%2026-03-312026-04-13

T AT&T INC7.7K sharesnew addition2026-03-312026-04-13

SYY SYSCO CORP3.1K shares-14.53%2026-03-312026-04-13

Sponsored

GWW WW GRAINGER INC202 shares0.00%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC611 shares-7.56%2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP782 shares0.00%2026-03-312026-04-13

ALPHABET INC ALPHABET INC760 shares0.00%2026-03-312026-04-13

GLD SPDR GOLD TR480 sharesnew addition2026-03-312026-04-13

BSX BOSTON SCIENTIFIC CORP3.3K shares0.00%2026-03-312026-04-13

VEA

VANGUARD TAX-MANAGED FDS

4.18%

Shares540.7K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

9.97%

Shares90.9K

Event2026-03-31

Filed2026-04-13

GIS

GENERAL MILLS INC

1.34%

Shares547.3K

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

1.36%

Shares340.6K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

-0.71%

Shares75.7K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-2.47%

Shares64.8K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

-0.06%

Shares71.4K

Event2026-03-31

Filed2026-04-13

ENB

ENBRIDGE INC

-0.42%

Shares236.8K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

-3.45%

Shares161.8K

Event2026-03-31

Filed2026-04-13

VTIP

VANGUARD MALVERN FDS

29.96%

Shares238.4K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC

-1.48%

Shares97.3K

Event2026-03-31

Filed2026-04-13

EVRG

EVERGY INC

-0.05%

Shares141.4K

Event2026-03-31

Filed2026-04-13

SCHR

SCHWAB STRATEGIC TR

6.07%

Shares430.0K

Event2026-03-31

Filed2026-04-13

TGT

TARGET CORP

0.41%

Shares85.3K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

-5.73%

Shares14.5K

Event2026-03-31

Filed2026-04-13

EMR

EMERSON ELEC CO

-0.34%

Shares78.2K

Event2026-03-31

Filed2026-04-13

BMY

BRISTOL-MYERS SQUIBB CO

0.78%

Shares167.0K

Event2026-03-31

Filed2026-04-13

DUKE ENERGY CORP NEW

1.94%

Shares76.5K

Event2026-03-31

Filed2026-04-13

PFE

PFIZER INC

1.88%

Shares355.1K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-2.34%

Shares39.1K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-3.84%

Shares33.3K

Event2026-03-31

Filed2026-04-13

CMI

CUMMINS INC

-6.19%

Shares18.1K

Event2026-03-31

Filed2026-04-13

MEDTRONIC PLC

-0.07%

Shares111.7K

Event2026-03-31

Filed2026-04-13

MORGAN STANLEY

-6.71%

Shares57.2K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

14.97%

Shares64.5K

Event2026-03-31

Filed2026-04-13

SCHW

SCHWAB CHARLES CORP

-2.55%

Shares98.3K

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

-2.74%

Shares37.9K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

-1.46%

Shares29.4K

Event2026-03-31

Filed2026-04-13

VWO

VANGUARD INTL EQUITY INDEX F

6.47%

Shares168.2K

Event2026-03-31

Filed2026-04-13

CHUBB LTD SWITZ

3.45%

Shares27.8K

Event2026-03-31

Filed2026-04-13

KROGER CO

-1.67%

Shares125.0K

Event2026-03-31

Filed2026-04-13

NTR

NUTRIEN LTD

-3.27%

Shares118.6K

Event2026-03-31

Filed2026-04-13

UNP

UNION PAC CORP

-14.90%

Shares35.2K

Event2026-03-31

Filed2026-04-13

SOUTHERN CO

0.04%

Shares85.8K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-0.83%

Shares21.7K

Event2026-03-31

Filed2026-04-13

DOMINION ENERGY INC

-0.60%

Shares123.6K

Event2026-03-31

Filed2026-04-13

VEU

VANGUARD INTL EQUITY INDEX F

12.34%

Shares101.0K

Event2026-03-31

Filed2026-04-13

MINT

PIMCO ETF TR

8.81%

Shares67.0K

Event2026-03-31

Filed2026-04-13

TXN

TEXAS INSTRS INC

-0.41%

Shares33.9K

Event2026-03-31

Filed2026-04-13

UPS

UNITED PARCEL SVCS INC

-22.31%

Shares66.0K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

-0.84%

Shares19.6K

Event2026-03-31

Filed2026-04-13

WPC

WP CAREY INC

4.88%

Shares91.6K

Event2026-03-31

Filed2026-04-13

SHEL

SHELL PLC

-0.28%

Shares66.6K

Event2026-03-31

Filed2026-04-13

BP PLC

-0.80%

Shares131.1K

Event2026-03-31

Filed2026-04-13

UNILEVER PLC

1.72%

Shares108.0K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

-2.50%

Shares19.3K

Event2026-03-31

Filed2026-04-13

PSA

PUBLIC STORAGE OPER CO

7.64%

Shares21.9K

Event2026-03-31

Filed2026-04-13

AVB

AVALONBAY CMNTYS INC

33.91%

Shares35.7K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

-1.16%

Shares18.1K

Event2026-03-31

Filed2026-04-13

XEL

XCEL ENERGY INC

11.81%

Shares72.9K

Event2026-03-31

Filed2026-04-13

PLD

PROLOGIS INC.

6.10%

Shares43.8K

Event2026-03-31

Filed2026-04-13

LYB

LYONDELLBASELL INDUSTRIES NV

-0.72%

Shares70.3K

Event2026-03-31

Filed2026-04-13

FCX

FREEPORT MCMORAN INC

-2.78%

Shares92.1K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

10.03%

Shares18.5K

Event2026-03-31

Filed2026-04-13

NEE

NEXTERA ENERGY INC

-0.85%

Shares53.8K

Event2026-03-31

Filed2026-04-13

RIO

RIO TINTO PLC

-3.00%

Shares52.8K

Event2026-03-31

Filed2026-04-13

KMB

KIMBERLY-CLARK CORP

-6.39%

Shares45.9K

Event2026-03-31

Filed2026-04-13

ACCENTURE PLC IRELAND

12.28%

Shares21.5K

Event2026-03-31

Filed2026-04-13

MASTERCARD INCORPORATED

0.73%

Shares8.3K

Event2026-03-31

Filed2026-04-13

HRL

HORMEL FOODS CORP

76.25%

Shares172.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

0.01%

Shares13.5K

Event2026-03-31

Filed2026-04-13

ADBE

ADOBE INC

-2.31%

Shares15.8K

Event2026-03-31

Filed2026-04-13

UDR

UDR INC

New

Shares104.5K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

-0.54%

Shares9.9K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

-2.68%

Shares22.3K

Event2026-03-31

Filed2026-04-13

CLX

CLOROX CO DEL

New

Shares26.7K

Event2026-03-31

Filed2026-04-13

SCCO

SOUTHERN COPPER CORP

-49.15%

Shares16.0K

Event2026-03-31

Filed2026-04-13

CRM

SALESFORCE INC

10.28%

Shares14.1K

Event2026-03-31

Filed2026-04-13

IXUS

ISHARES TR

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-13

WFC

WELLS FARGO & CO

-1.07%

Shares32.0K

Event2026-03-31

Filed2026-04-13

DEERE & CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-13

NKE

NIKE INC

1.57%

Shares45.0K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

8.01%

Shares8.1K

Event2026-03-31

Filed2026-04-13

AMGN

AMGEN INC

-0.35%

Shares5.5K

Event2026-03-31

Filed2026-04-13

FAST

FASTENAL CO

0.00%

Shares36.7K

Event2026-03-31

Filed2026-04-13

CROWN CASTLE INC

-0.66%

Shares20.5K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

0.14%

Shares3.7K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

0.15%

Shares8.0K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

0.05%

Shares4.0K

Event2026-03-31

Filed2026-04-13

ABT

ABBOTT LABORATORIES

-3.44%

Shares12.5K

Event2026-03-31

Filed2026-04-13

ARE

ALEXANDRIA REAL ESTATE EQ IN

-35.58%

Shares27.3K

Event2026-03-31

Filed2026-04-13

ASTRAZENECA PLC

New

Shares5.9K

Event2026-03-31

Filed2026-04-13

STLD

STEEL DYNAMICS INC

-0.69%

Shares5.5K

Event2026-03-31

Filed2026-04-13

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-13

COCA COLA CO

-0.55%

Shares12.5K

Event2026-03-31

Filed2026-04-13

NSC

NORFOLK SOUTHN CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-13

PAYX

PAYCHEX INC

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

-21.87%

Shares4.5K

Event2026-03-31

Filed2026-04-13

DRI

DARDEN RESTAURANTS INC

-0.35%

Shares3.7K

Event2026-03-31

Filed2026-04-13

COLGATE PALMOLIVE CO

-0.59%

Shares8.4K

Event2026-03-31

Filed2026-04-13

DLR

DIGITAL RLTY TR INC

-2.62%

Shares3.5K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

5.12%

Shares924

Event2026-03-31

Filed2026-04-13

CNP

CENTERPOINT ENERGY INC

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-13

ARTY

ISHARES TR

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-13

WSO

WATSCO INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-13

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-13

AIQ

GLOBAL X FDS

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-13

COP

CONOCOPHILLIPS

-1.33%

Shares3.7K

Event2026-03-31

Filed2026-04-13

IWM

ISHARES TR

-2.80%

Shares1.7K

Event2026-03-31

Filed2026-04-13