Chief Compliance Officer

0001853401-23-000001.txt : 20230118 0001853401-23-000001.hdr.sgml : 20230118 20230118130727 ACCESSION NUMBER: 0001853401-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230118 DATE AS OF CHANGE: 20230118 EFFECTIVENESS DATE: 20230118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ADVOCATE GROUP LLC CENTRAL INDEX KEY: 0001853401 IRS NUMBER: 451497656 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22578 FILM NUMBER: 23533813 BUSINESS ADDRESS: STREET 1: 601 CARLSON PKWY STREET 2: SUITE 1100 CITY: MINNETONKA STATE: MN ZIP: 55305 BUSINESS PHONE: 9526932630 MAIL ADDRESS: STREET 1: 601 CARLSON PKWY STREET 2: SUITE 1100 CITY: MINNETONKA STATE: MN ZIP: 55305 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001853401 XXXXXXXX 12-31-2022 12-31-2022 ADVOCATE GROUP LLC

601 CARLSON PKWY SUITE 1100 MINNETONKA MN 55305

13F HOLDINGS REPORT 028-22578 N Michael Corrigan Chief Compliance Officer (952) 693-2630 MICHAEL CORRIGAN MINNETONKA MN 01-18-2023 0 117 464458714 false INFORMATION TABLE 2 tagquarter4_2022.xml 3M CO COM 88579Y101 4667526 38922 SH SOLE 0 0 0 38922 ABB LTD SPONSORED ADR 000375204 6861054 225248 SH SOLE 0 0 0 225248 ABBOTT LABS COM 002824100 2058233 18747 SH SOLE 0 0 0 18747 ABBVIE INC COM 00287Y109 12646144 78251 SH SOLE 0 0 0 78251 AFLAC INC COM 001055102 279055 3879 SH SOLE 0 0 0 3879 AMERICAN TOWER CORP NEW COM 03027X100 225207 1063 SH SOLE 0 0 0 1063 AMGEN INC COM 031162100 3019572 11497 SH SOLE 0 0 0 11497 APPLE INC COM 037833100 9166142 70547 SH SOLE 0 0 0 70547 APPLIED MATLS INC COM 038222105 2457482 25236 SH SOLE 0 0 0 25236 ARCHER DANIELS MIDLAND CO COM 039483102 701018 7550 SH SOLE 0 0 0 7550 ASTRAZENECA PLC SPONSORED ADR 046353108 1087783 16044 SH SOLE 0 0 0 16044 AT&T INC COM 00206R102 6907911 375226 SH SOLE 0 0 0 375226 AVALONBAY CMNTYS INC COM 053484101 1185557 7340 SH SOLE 0 0 0 7340 AVISTA CORP COM 05379B107 236155 5326 SH SOLE 0 0 0 5326 BCE INC COM NEW 05534B760 472375 10748 SH SOLE 0 0 0 10748 BEST BUY INC COM 086516101 493452 6152 SH SOLE 0 0 0 6152 BP PLC SPONSORED ADR 055622104 5007914 143370 SH SOLE 0 0 0 143370 BRIGHT HEALTH GROUP INC COM 10920V107 7799 12000 SH SOLE 0 0 0 12000 BRISTOL-MYERS SQUIBB CO COM 110122108 7558995 105059 SH SOLE 0 0 0 105059 BROADCOM INC COM 11135F101 5282660 9448 SH SOLE 0 0 0 9448 CATERPILLAR INC COM 149123101 3620470 15113 SH SOLE 0 0 0 15113 CENTERPOINT ENERGY INC COM 15189T107 412273 13747 SH SOLE 0 0 0 13747 CHEVRON CORP NEW COM 166764100 9514842 53010 SH SOLE 0 0 0 53010 CHUBB LIMITED COM H1467J104 4555390 20650 SH SOLE 0 0 0 20650 CISCO SYS INC COM 17275R102 8788333 184474 SH SOLE 0 0 0 184474 COCA COLA CO COM 191216100 1235265 19419 SH SOLE 0 0 0 19419 COLGATE PALMOLIVE CO COM 194162103 1486058 18861 SH SOLE 0 0 0 18861 CONOCOPHILLIPS COM 20825C104 567462 4809 SH SOLE 0 0 0 4809 CROWN CASTLE INC COM 22822V101 696104 5132 SH SOLE 0 0 0 5132 CUMMINS INC COM 231021106 7094978 29283 SH SOLE 0 0 0 29283 DARDEN RESTAURANTS INC COM 237194105 573931 4149 SH SOLE 0 0 0 4149 DEERE & CO COM 244199105 3347329 7807 SH SOLE 0 0 0 7807 DIAGEO PLC SPON ADR NEW 25243Q205 378832 2126 SH SOLE 0 0 0 2126 DIGITAL RLTY TR INC COM 253868103 720741 7188 SH SOLE 0 0 0 7188 DISNEY WALT CO COM 254687106 377146 4341 SH SOLE 0 0 0 4341 DOMINION ENERGY INC COM 25746U109 7224784 117821 SH SOLE 0 0 0 117821 DUKE ENERGY CORP NEW COM NEW 26441C204 7739287 75146 SH SOLE 0 0 0 75146 EMERSON ELEC CO COM 291011104 8129366 84628 SH SOLE 0 0 0 84628 ENBRIDGE INC COM 29250N105 8469686 216616 SH SOLE 0 0 0 216616 EVERGY INC COM 30034W106 3247314 51602 SH SOLE 0 0 0 51602 FASTENAL CO COM 311900104 1079477 22812 SH SOLE 0 0 0 22812 FREEPORT-MCMORAN INC CL B 35671D857 1417704 37308 SH SOLE 0 0 0 37308 GENERAL ELECTRIC CO COM NEW 369604301 251538 3002 SH SOLE 0 0 0 3002 GENERAL MLS INC COM 370334104 36054664 429990 SH SOLE 0 0 0 429990 GILEAD SCIENCES INC COM 375558103 6151410 71653 SH SOLE 0 0 0 71653 GRAPHIC PACKAGING HLDG CO COM 388689101 1876365 84331 SH SOLE 0 0 0 84331 HOME DEPOT INC COM 437076102 4416986 13984 SH SOLE 0 0 0 13984 HORMEL FOODS CORP COM 440452100 241597 5304 SH SOLE 0 0 0 5304 INTEL CORP COM 458140100 4350008 164586 SH SOLE 0 0 0 164586 INTERNATIONAL BUSINESS MACHS COM 459200101 9699352 68843 SH SOLE 0 0 0 68843 ISHARES TR CORE MSCI TOTAL 46432F834 1727776 29851 SH SOLE 0 0 0 29851 ISHARES TR CORE S&P500 ETF 464287200 230526 600 SH SOLE 0 0 0 600 ISHARES TR RUSSELL 2000 ETF 464287655 300780 1725 SH SOLE 0 0 0 1725 ISHARES TR RUS 1000 ETF 464287622 210520 1000 SH SOLE 0 0 0 1000 JOHNSON & JOHNSON COM 478160104 13856956 78443 SH SOLE 0 0 0 78443 JPMORGAN CHASE & CO COM 46625H100 467070 3483 SH SOLE 0 0 0 3483 KILROY RLTY CORP COM 49427F108 507234 13117 SH SOLE 0 0 0 13117 KIMBERLY-CLARK CORP COM 494368103 9149532 67400 SH SOLE 0 0 0 67400 LOCKHEED MARTIN CORP COM 539830109 352219 724 SH SOLE 0 0 0 724 LYONDELLBASELL INDUSTRIES N SHS - 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