ADVOCATE GROUP LLC - Portfolio overview
ADVOCATE GROUP LLC has 132 reported holdings in this dataset, with the latest filing dated 2026-04-13.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Healthcare and Consumer Defensive.
Largest reported holdings by portfolio allocation
- VEA - VANGUARD TAX-MANAGED FDS, 5.34%
- VV - VANGUARD INDEX FDS, 4.19%
- GIS - GENERAL MILLS INC, 3.14%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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