Advocate Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD TAX-MANAGED FDS | $32.42M | 5.2% |
| VANGUARD INDEX FDS | $26.02M | 4.2% |
| GENERAL MILLS INC | $25.11M | 4.1% |
| AbbVie Inc. | $17.41M | 2.8% |
| JOHNSON & JOHNSON | $13.76M | 2.2% |
| VERIZON COMMUNICATIONS INC | $13.69M | 2.2% |
| CISCO SYSTEMS, INC. | $12.91M | 2.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $11.55M | 1.9% |
| ENBRIDGE INC | $11.37M | 1.8% |
| JPMORGAN CHASE & CO | $11.17M | 1.8% |
| CHEVRON CORP | $10.89M | 1.8% |
| Morgan Stanley | $10.88M | 1.8% |
| Apple Inc. | $10.87M | 1.8% |
| Medtronic plc | $10.73M | 1.7% |
| MICROSOFT CORP | $10.59M | 1.7% |
| EMERSON ELECTRIC CO | $10.41M | 1.7% |
| Merck & Co., Inc. | $10.40M | 1.7% |
| Evergy, Inc. | $10.25M | 1.7% |
| SCHWAB STRATEGIC TR | $10.17M | 1.6% |
| SCHWAB CHARLES CORP | $10.08M | 1.6% |
| CUMMINS INC | $9.87M | 1.6% |
| Union Pacific Corp | $9.56M | 1.5% |
| MCDONALD'S CORP | $9.12M | 1.5% |
| VANGUARD MALVERN FDS | $9.07M | 1.5% |
| BRISTOL MYERS SQUIBB CO | $8.94M | 1.4% |
| CATERPILLAR INC | $8.83M | 1.4% |
| Duke Energy Corp | $8.80M | 1.4% |
| PFIZER INC | $8.68M | 1.4% |
| VANGUARD INTL EQUITY INDEX F | $8.49M | 1.4% |
| United Parcel Service Inc | $8.43M | 1.4% |
| Chubb Ltd | $8.39M | 1.4% |
| TARGET CORP | $8.30M | 1.3% |
| PROCTER & GAMBLE Co | $8.04M | 1.3% |
| KROGER CO | $7.94M | 1.3% |
| NUTRIEN LTD | $7.57M | 1.2% |
| SOUTHERN CO | $7.48M | 1.2% |
| DOMINION ENERGY, INC | $7.29M | 1.2% |
| UNILEVER PLC | $6.94M | 1.1% |
| Broadcom Inc. | $6.86M | 1.1% |
| HOME DEPOT, INC. | $6.80M | 1.1% |
| VANGUARD INTL EQUITY INDEX F | $6.61M | 1.1% |
| PIMCO ETF TR | $6.18M | 1.0% |
| VANGUARD INDEX FDS | $6.15M | 1.0% |
| TEXAS INSTRUMENTS INC | $5.91M | 1.0% |
| ADOBE INC. | $5.68M | 0.9% |
| WP Carey Inc | $5.62M | 0.9% |
| Public Storage | $5.27M | 0.9% |
| Prologis Inc | $5.27M | 0.9% |
| Accenture plc | $5.14M | 0.8% |
| GRAPHIC PACKAGING HOLDING CO | $5.04M | 0.8% |