Institutions / Advocate Investing Services LLC
Advocate Investing Services LLC
CIK 2110509 · Institution · as of Dec 31, 2025
Portfolio value
$111.64M
Positions
450
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 450 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Actively Managed Exc | $16.20M | 14.5% |
| T Rowe Price ETF Inc | $10.85M | 9.7% |
| Vanguard Specialized Funds | $3.41M | 3.1% |
| Select Sector SPDR Tr | $3.28M | 2.9% |
| SPDR Series Trust | $3.25M | 2.9% |
| iShares Tr | $2.66M | 2.4% |
| Select Sector SPDR Tr | $2.33M | 2.1% |
| Invesco Exch Traded Fd Tr II | $2.31M | 2.1% |
| Apple Inc. | $2.12M | 1.9% |
| Microsoft Corp | $1.97M | 1.8% |
| Select Sector SPDR Tr | $1.93M | 1.7% |
| Vanguard Whitehall Fds | $1.80M | 1.6% |
| iShares Tr | $1.79M | 1.6% |
| Walmart Inc. | $1.76M | 1.6% |
| iShares Inc | $1.55M | 1.4% |
| Select Sector SPDR Tr | $1.54M | 1.4% |
| First Solar Inc | $1.50M | 1.3% |
| Vanguard World Fd | $1.45M | 1.3% |
| Vanguard Index Fds | $1.45M | 1.3% |
| Invesco Qqq Tr | $1.39M | 1.2% |
| iShares Silver Tr | $1.33M | 1.2% |
| United Rentals Inc | $1.24M | 1.1% |
| Meta Platforms Inc | $1.22M | 1.1% |
| NVIDIA Corp | $1.20M | 1.1% |
| VanEck ETF Trust | $1.11M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.