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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Advocate Group LLC
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| CRD # | 155270 |
| SEC # | 801-72157 |
| CIK # | 0001853401, 0001830396 |
| AUM | $713.3 M (2025-02-17) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 952-693-2630 |
| Address | 601 Carlson Parkway Minnetonka, MN 55305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| General Mills Inc | 26.0 | ||
| AbbVie Inc | 15.1 | ||
| Verizon Communications Inc | 14.7 | ||
| International Business Machines Corp | 14.1 | ||
| Cisco Systems Inc | 13.5 | ||
| Microsoft Corp | 12.6 | ||
| J P Morgan Chase & Co | 11.7 | ||
| Enbridge Inc | 11.1 | ||
| Schwab Charles Corp | 10.8 | ||
| Emerson Electric Co | 10.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 29.4 |
| (b) Individuals (high net worth individuals) | 198 | 659.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 47 | 24.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,025 | 713.3 |
| By Discretionary | ||
| Discretionary | 1,016 | 710.2 |
| Non-Discretionary | 9 | 3.1 |
| Total | 1,025 | 713.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 713.3 | |
| Total | 1,025 | 713.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001830396] | |
| 13F-HR | [0001853401] |
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