0001853401-25-000004.txt : 20250725 0001853401-25-000004.hdr.sgml : 20250725 20250725105013 ACCESSION NUMBER: 0001853401-25-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250725 DATE AS OF CHANGE: 20250725 EFFECTIVENESS DATE: 20250725 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ADVOCATE GROUP LLC CENTRAL INDEX KEY: 0001853401 ORGANIZATION NAME: EIN: 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: 251149730 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 06-30-2025 06-30-2025 ADVOCATE GROUP LLC

601 CARLSON PKWY SUITE 1100 MINNETONKA MN 55305

13F HOLDINGS REPORT 028-22578 N Michael Corrigan (952) 693-2630 MICHAEL CORRIGAN MINNETONKA MN 07-25-2025 0 119 559416277 false INFORMATION TABLE 2 tag2quarter_2025.xml 3M CO COM 88579Y101 266724 1752 SH SOLE 0 0 1752 ABBOTT LABS COM 002824100 1798460 13223 SH SOLE 0 0 13223 ABBVIE INC COM 00287Y109 15091271 81302 SH SOLE 65 0 81237 ADOBE INC COM 00724F101 5629491 14551 SH SOLE 20 0 14531 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 3547601 48845 SH SOLE 40 0 48805 ALPHABET INC CAP STK CL A 02079K305 2422634 13747 SH SOLE 0 0 13747 AMGEN INC COM 031162100 1615788 5787 SH SOLE 0 0 5787 APPLE INC COM 037833100 8678849 42301 SH SOLE 0 0 42301 APPLIED MATLS INC COM 038222105 1849007 10100 SH SOLE 0 0 10100 ARCHER DANIELS MIDLAND CO COM 039483102 364288 6902 SH SOLE 0 0 6902 ASTRAZENECA PLC SPONSORED ADR 046353108 877972 12564 SH SOLE 0 0 12564 AT&T INC COM 00206R102 225356 7787 SH SOLE 0 0 7787 AVALONBAY CMNTYS INC COM 053484101 4428014 21759 SH SOLE 22 0 21737 BLACKBERRY LTD COM 09228F103 105711 23081 SH SOLE 0 0 23081 BOSTON SCIENTIFIC CORP COM 101137107 351660 3274 SH SOLE 0 0 3274 BP PLC SPONSORED ADR 055622104 4294898 143498 SH SOLE 231 0 143267 BRISTOL-MYERS SQUIBB CO COM 110122108 7139731 154239 SH SOLE 201 0 154038 BROADCOM INC COM 11135F101 6469781 23471 SH SOLE 0 0 23471 CATERPILLAR INC COM 149123101 6800694 17518 SH SOLE 14 0 17504 CENTERPOINT ENERGY INC COM 15189T107 444481 12098 SH SOLE 0 0 12098 CHEVRON CORP NEW COM 166764100 9385502 65546 SH SOLE 69 0 65477 CHUBB LIMITED COM H1467J104 6969253 24055 SH SOLE 26 0 24029 CISCO SYS INC COM 17275R102 13519791 194866 SH SOLE 247 0 194619 COCA COLA CO COM 191216100 924727 13070 SH SOLE 0 0 13070 COLGATE PALMOLIVE CO COM 194162103 766378 8431 SH SOLE 0 0 8431 CONOCOPHILLIPS COM 20825C104 338230 3769 SH SOLE 0 0 3769 CONSTELLATION ENERGY CORP COM 21037T109 252398 782 SH SOLE 0 0 782 COSTCO WHSL CORP NEW COM 22160K105 275203 278 SH SOLE 0 0 278 CROWN CASTLE INC COM 22822V101 2429771 23652 SH SOLE 42 0 23610 CUMMINS INC COM 231021106 7421574 22661 SH SOLE 25 0 22636 DARDEN RESTAURANTS INC COM 237194105 802566 3682 SH SOLE 0 0 3682 DEERE & CO COM 244199105 2423972 4767 SH SOLE 0 0 4767 DIGITAL RLTY TR INC COM 253868103 669950 3843 SH SOLE 0 0 3843 DOMINION ENERGY INC COM 25746U109 7645202 135265 SH SOLE 174 0 135091 DUKE ENERGY CORP NEW COM NEW 26441C204 8482439 71885 SH SOLE 86 0 71799 EATON CORP PLC SHS G29183103 240611 674 SH SOLE 0 0 674 EMERSON ELEC CO COM 291011104 10564618 79237 SH SOLE 72 0 79165 ENBRIDGE INC COM 29250N105 11145220 245923 SH SOLE 308 0 245615 ENTEGRIS INC COM 29362U104 385426 4779 SH SOLE 0 0 4779 EVERGY INC COM 30034W106 10059521 145938 SH SOLE 162 0 145776 EXXON MOBIL CORP COM 30231G102 905951 8404 SH SOLE 44 0 8360 FASTENAL CO COM 311900104 1509576 35942 SH SOLE 0 0 35942 FREEPORT-MCMORAN INC CL B 35671D857 3572550 82412 SH SOLE 57 0 82355 GENERAL MLS INC COM 370334104 25994819 501734 SH SOLE 0 0 501734 GRAINGER W W INC COM 384802104 210128 202 SH SOLE 0 0 202 GRAPHIC PACKAGING HLDG CO COM 388689101 6114183 290184 SH SOLE 251 0 289933 HARROW INC COM 415858109 269485 8824 SH SOLE 0 0 8824 HOME DEPOT INC COM 437076102 7769268 21190 SH SOLE 26 0 21164 INTERNATIONAL BUSINESS MACHS COM 459200101 14055926 47683 SH SOLE 70 0 47613 ISHARES TR CORE MSCI TOTAL 46432F834 2319377 30001 SH SOLE 0 0 30001 ISHARES TR RUS 1000 ETF 464287622 339570 1000 SH SOLE 0 0 1000 ISHARES TR RUSSELL 2000 ETF 464287655 370307 1716 SH SOLE 0 0 1716 ISHARES TR CORE S&P500 ETF 464287200 279405 450 SH SOLE 0 0 450 JOHNSON & JOHNSON COM 478160104 10463969 68504 SH SOLE 60 0 68444 JPMORGAN CHASE & CO. 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