A
ADVOCATE GROUP LLC
ADVOCATE GROUP LLC is an institution, managing $608.3M across 122 long positions as of Q3 2025 with VEA as the largest holding (5% allocation).
- Portfolio Value
- $608.3M
- Positions
- 122
- Top Holding
- VEA at 4.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ADVOCATE GROUP LLC's portfolio (29.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $29.8M | 4.90% | +$6.1M Bought | — 497.8K shares | |
Packaged Foods Consumer Defensive | $27.3M | 4.48% | +$2.0M Bought | 0.10% 540.6K shares | |
ETF ETF | $25.9M | 4.25% | +$7.2M Bought | — 84.0K shares | |
Drug Manufacturers - General Healthcare | $19.0M | 3.13% | +$218.8K Bought | 0.00% 82.2K shares | |
Telecommunications Services Communication Services | $14.8M | 2.43% | -$137.5K Sold | 0.01% 336.0K shares | |
Drug Manufacturers - General Healthcare | $13.0M | 2.14% | +$300.4K Bought | 0.00% 70.1K shares | |
Communication Equipment Technology | $12.9M | 2.12% | -$436.8K Sold | 0.00% 188.5K shares | |
Software - Infrastructure Technology | $12.8M | 2.10% | -$323.7K Sold | 0.00% 24.7K shares | |
Information Technology Services Technology | $12.7M | 2.08% | -$803.0K Sold | 0.00% 44.8K shares | |
Banks - Diversified Financial Services | $12.4M | 2.05% | -$332.1K Sold | 0.00% 39.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ADVOCATE GROUP LLC's latest filing
GthenC
Market Value
Q/Q Change
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+39.54% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-23.6% |
Analytics
Portfolio insights and performance metrics for ADVOCATE GROUP LLC
GthenA
Sector Allocation
Market Cap Distribution
No market cap data available