Advocate Investing Services LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$111.6M

Holdings

450

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (450 positions)

StockValue
GSYINVESCO ACTIVELY MANAGED EXC
$16.2M
TCAFT ROWE PRICE ETF INC
$10.8M
VIGVANGUARD SPECIALIZED FUNDS
$3.4M
XLFISELECT SECTOR SPDR TR
$3.3M
XMESPDR SERIES TRUST
$3.2M
IXCISHARES TR
$2.7M
XLKSELECT SECTOR SPDR TR
$2.3M
SPHDINVESCO EXCH TRADED FD TR II
$2.3M
AAPLAPPLE INC
$2.1M
MSFTMICROSOFT CORP
$2.0M
XLFSELECT SECTOR SPDR TR
$1.9M
VYMVANGUARD WHITEHALL FDS
$1.8M
ICSHISHARES TR
$1.8M
WMTWALMART INC
$1.8M
EMXCISHARES INC
$1.5M
XLESELECT SECTOR SPDR TR
$1.5M
FSLRFIRST SOLAR INC
$1.5M
VGTVANGUARD WORLD FD
$1.4M
VVVANGUARD INDEX FDS
$1.4M
NDQINVESCO QQQ TR
$1.4M
SLVISHARES SILVER TR
$1.3M
URIUNITED RENTALS INC
$1.2M
METAMETA PLATFORMS INC
$1.2M
NVDANVIDIA CORPORATION
$1.2M
MOOVANECK ETF TRUST
$1.1M
ILFISHARES TR
$1.1M
SPYSPDR S&P 500 ETF TR
$1.1M
IFNINDIA FD INC
$1.0M
TJXTJX COS INC NEW
$993K
EUFNISHARES TR
$954K
USALIBERTY ALL STAR EQUITY FD
$887K
SPHSUBURBAN PROPANE PARTNERS L
$860K
VBVANGUARD INDEX FDS
$855K
AZNASTRAZENECA PLC
$836K
COSTCOSTCO WHSL CORP NEW
$823K
AMZNAMAZON COM INC
$813K
KHCKRAFT HEINZ CO
$790K
VTVVANGUARD INDEX FDS
$787K
XLVSELECT SECTOR SPDR TR
$780K
DEDEERE & CO
$768K
GAMGENERAL AMERN INVS CO INC
$720K
VOTVANGUARD INDEX FDS
$707K
CLXCLOROX CO DEL
$706K
CMCSACOMCAST CORP NEW
$674K
MOALTRIA GROUP INC
$628K
VSSVANGUARD INTL EQUITY INDEX F
$609K
IVVISHARES TR
$604K
BACBANK AMERICA CORP
$600K
EFAISHARES TR
$595K
BSMBLACK STONE MINERALS L P
$581K
TKOTKO GROUP HOLDINGS INC
$522K
GOOGLALPHABET INC
$504K
JNJJOHNSON & JOHNSON
$481K
EWZISHARES INC
$472K
AVGOBROADCOM INC
$470K
CPBTHE CAMPBELLS COMPANY
$468K
ICLNISHARES TR
$422K
VALEVALE S A
$412K
IWFISHARES TR
$404K
GALSSGA ACTIVE ETF TR
$403K
AMTAMERICAN TOWER CORP NEW
$398K
BPBP PLC
$392K
PFEPFIZER INC
$372K
URTHISHARES INC
$364K
PMTPENNYMAC MTG INVT TR
$358K
UNHUNITEDHEALTH GROUP INC
$352K
CVXCHEVRON CORP NEW
$349K
GQ9SPDR GOLD TR
$342K
PGPROCTER AND GAMBLE CO
$318K
PPAINVESCO EXCHANGE TRADED FD T
$313K
XAODXABRDN TOTAL DYNAMIC DIVIDEND
$302K
AMDADVANCED MICRO DEVICES INC
$299K
HALHALLIBURTON CO
$295K
VOVANGUARD INDEX FDS
$289K
BXBLACKSTONE INC
$279K
WPCWP CAREY INC
$274K
BIPCBROOKFIELD INFRASTRUCTURE CO
$269K
CIBRFIRST TR EXCHANGE TRADED FD
$264K
PLTRPALANTIR TECHNOLOGIES INC
$262K
SHELSHELL PLC
$257K
INDAISHARES TR
$245K
VUGVANGUARD INDEX FDS
$236K
BSTZBLACKROCK SCIENCE & TECHNOLO
$232K
CMECME GROUP INC
$230K
IWOISHARES TR
$226K
IAU*ISHARES GOLD TR
$194K
JPMJPMORGAN CHASE & CO.
$193K
BACVERIZON COMMUNICATIONS INC
$190K
IDTIDT CORP
$189K
UPSUNITED PARCEL SERVICE INC
$187K
XOMEXXON MOBIL CORP
$183K
CSCOCISCO SYS INC
$178K
KKRKKR & CO INC
$178K
LPLALPL FINL HLDGS INC
$178K
XLISELECT SECTOR SPDR TR
$170K
IWDISHARES TR
$168K
QCOMQUALCOMM INC
$165K
JBSJBS N.V.
$161K
VODVODAFONE GROUP PLC NEW
$159K
ALABASTERA LABS INC
$149K
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