Advocate-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NTR",
  "ENTG",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "T",
  "CAT",
  "AVGO",
  "BSX",
  "CCI",
  "CMI",
  "DUK",
  "D",
  null,
  "FCX",
  "GILD",
  "GIS",
  "HD",
  "AZN",
  "MCD",
  "UNP",
  "SCCO",
  "AMAT",
  "EMR",
  "META",
  "UAMY",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EVRG",
  "ADM",
  "FAST",
  "KR",
  "PAYX",
  "PEP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ENB",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MAS",
  "PKG",
  "FNDX",
  "RIO",
  "SHEL",
  "BP",
  "IBM",
  "STLD",
  "TXN",
  "TGT",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "VV",
  "SCHW",
  "VWO",
  "GPK",
  "ARE",
  "AVB",
  "DRI",
  "WSO",
  "DEO",
  null,
  "VEU",
  "VUG",
  "VEA",
  "VNQI",
  "VB",
  "VTV",
  "WMT",
  "WPC",
  "XEL",
  null,
  "NSC",
  "SO",
  "SYY",
  "IXUS",
  "LYB",
  "PSA",
  "KMB",
  "BB",
  "BBY",
  "BMY",
  "CNP",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "CL",
  "COP",
  "COST",
  "DE",
  "DLR",
  "IWB",
  "NEE",
  "NKE",
  "IWM",
  "XOM",
  "JNJ",
  "TSLA",
  "PLD",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 114
Total Value: 548324843
Accession Number: 0001853401-25-000002
Form Type: 13F-HR
CIK: advocate-group
Manager Name: Advocate-Group

Data Enrichment

96% identified

110 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

114 positions • $548.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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3M CO

MMM|88579Y101

Shares:1.9K

Value:$275.1K

% of Portfolio:0.1% ($275.1K/$548.3M)

BEST BUY CO INC

BBY|086516101

Shares:3.6K

Value:$267.4K

% of Portfolio:0.0% ($267.4K/$548.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:278

Value:$262.9K

% of Portfolio:0.0% ($262.9K/$548.3M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:553

Value:$247.0K

% of Portfolio:0.0% ($247.0K/$548.3M)

922042676

VNQI|922042676

Shares:6.1K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$548.3M)

AT&T INC.

T|00206R102

Shares:8.4K

Value:$237.3K

% of Portfolio:0.0% ($237.3K/$548.3M)

464287200

IVV|464287200

Shares:415

Value:$233.2K

% of Portfolio:0.0% ($233.2K/$548.3M)

PEPSICO INC

PEP|713448108

Shares:1.5K

Value:$224.5K

% of Portfolio:0.0% ($224.5K/$548.3M)

808524771

FNDX|808524771

Shares:9.4K

Value:$222.1K

% of Portfolio:0.0% ($222.1K/$548.3M)

808524409

Shares:8.1K

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$548.3M)

DIAGEO PLC

DEO|25243Q205

Shares:2.0K

Value:$208.2K

% of Portfolio:0.0% ($208.2K/$548.3M)

XCEL ENERGY INC

XEL|98389B100

Shares:2.9K

Value:$203.7K

% of Portfolio:0.0% ($203.7K/$548.3M)

BLACKBERRY Ltd

BB|09228F103

Shares:23.1K

Value:$87.0K

% of Portfolio:0.0% ($87.0K/$548.3M)

UNITED STATES ANTIMONY CORP

UAMY|911549103

Shares:31.9K

Value:$70.3K

% of Portfolio:0.0% ($70.3K/$548.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
3M CO(MMMcusip88579Y101)	1.9K	QoQ 0.00% (+0) YoY -31.21% (-850)	All Managers (Combined)	$275.1K	0.1% ($275.1K/$548.3M)	QoQ +13.76% (+$33.3K) YoY -4.76% (-$13.8K)
BEST BUY CO INC(BBYcusip086516101)	3.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$267.4K	0.0% ($267.4K/$548.3M)	QoQ -14.20% (-$44.3K) YoY -10.26% (-$30.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	278	QoQ 0.00% (+0) YoY -6.71% (-20)	All Managers (Combined)	$262.9K	0.0% ($262.9K/$548.3M)	QoQ +3.22% (+$8.2K) YoY +20.42% (-$44.6K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	553	QoQ 0.00% (-0) YoY +5.53% (+29)	All Managers (Combined)	$247.0K	0.0% ($247.0K/$548.3M)	QoQ -8.07% (-$21.7K) YoY +3.64% (+$8.7K)
(VNQIcusip922042676)	6.1K	QoQ 0.00% (+0) YoY -16.87% (-1.2K)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$548.3M)	QoQ +2.27% (+$5.5K) YoY -20.18% (-$62.4K)
AT&T INC.(Tcusip00206R102)	8.4K	QoQ NEW(+8.4K) YoY NEW(+8.4K)	All Managers (Combined)	$237.3K	0.0% ($237.3K/$548.3M)	QoQ NEW(+$237.3K) YoY NEW(+$237.3K)
(IVVcusip464287200)	415	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$233.2K	0.0% ($233.2K/$548.3M)	QoQ -4.54% (-$11.1K) YoY +6.88% (+$15.0K)
PEPSICO INC(PEPcusip713448108)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$224.5K	0.0% ($224.5K/$548.3M)	QoQ NEW(+$224.5K) YoY NEW(+$224.5K)
(FNDXcusip808524771)	9.4K	QoQ 0.00% (-0) YoY NEW(+9.4K)	All Managers (Combined)	$222.1K	0.0% ($222.1K/$548.3M)	QoQ -0.29% (-$658) YoY NEW(+$222.1K)
(cusip808524409)✕	8.1K	QoQ 0.00% (+0) YoY +200.00% (+5.4K)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$548.3M)	QoQ +1.95% (+$4.1K) YoY +4.94% (+$10.2K)
DIAGEO PLC(DEOcusip25243Q205)	2.0K	QoQ 0.00% (-0) YoY -11.17% (-250)	All Managers (Combined)	$208.2K	0.0% ($208.2K/$548.3M)	QoQ -17.57% (-$44.4K) YoY -37.42% (-$124.5K)
XCEL ENERGY INC(XELcusip98389B100)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$203.7K	0.0% ($203.7K/$548.3M)	QoQ NEW(+$203.7K) YoY NEW(+$203.7K)
BLACKBERRY Ltd(BBcusip09228F103)	23.1K	QoQ 0.00% (-0) YoY -50.00% (-23.1K)	All Managers (Combined)	$87.0K	0.0% ($87.0K/$548.3M)	QoQ -0.26% (-$231) YoY -31.70% (-$40.4K)
UNITED STATES ANTIMONY CORP(UAMYcusip911549103)	31.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$70.3K	0.0% ($70.3K/$548.3M)	QoQ +24.29% (+$13.7K) YoY +779.94% (+$62.3K)