Advocate Investing Services LLC
Q3 2026 13F filing
Updated 10 days ago449 disclosed positions worth $127.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INVESCO ACTIVELY MANAGED EXC | $12.4M | 247.6K | 9.69% | Trimmed(-4.8%) |
| 2 | T T ROWE PRICE EXCHANGE-TRADED | $11.4M | 269.9K | 8.94% | Trimmed(-4.4%) |
| 3 | A SELECT SECTOR SPDR TR | $5.1M | 63.7K | 4.03% | Added(+2.3%) |
| 4 | ? N/A INVESCO EXCH TRADED FD TR II | $4.6M | 95.0K | 3.59% | Added(+0.4%) |
| 5 | E ISHARES TR | $3.5M | 61.2K | 2.73% | Trimmed(-3.2%) |
| 6 | S SPDR SERIES TRUST | $3.1M | 30.2K | 2.45% | Unchanged |
| 7 | S SELECT SECTOR SPDR TR | $3.1M | 15.8K | 2.43% | Trimmed(-1.3%) |
| 8 | V VANGUARD WHITEHALL FDS | $2.7M | 17.2K | 2.09% | Trimmed(-7.8%) |
| 9 | A APPLE INC | $2.6M | 7.8K | 2.05% | Unchanged |
| 10 | B VANGUARD SPECIALIZED FUNDS | $2.6M | 11.2K | 2.05% | Trimmed(-6.1%) |
| 11 | M MICROSOFT CORP | $2.2M | 4.3K | 1.72% | Trimmed(-5.2%) |
| 12 | V VANGUARD WORLD FD | $2.2M | 17.3K | 1.71% | Trimmed(-2.1%) |
| 13 | E ISHARES INC | $2M | 20.6K | 1.60% | Unchanged |
| 14 | S SELECT SECTOR SPDR TR | $1.9M | 31.5K | 1.52% | Trimmed(-4.5%) |
| 15 | S SELECT SECTOR SPDR TR | $1.9M | 35.0K | 1.47% | Unchanged |
| 16 | E ISHARES TR | $1.8M | 34.8K | 1.38% | Added(+7.4%) |
| 17 | W WALMART INC | $1.6M | 15.8K | 1.28% | Unchanged |
| 18 | V VANGUARD INDEX FDS | $1.6M | 4.6K | 1.27% | Unchanged |
| 19 | N NVIDIA CORPORATION | $1.6M | 6.8K | 1.22% | Added(+0.2%) |
| 20 | Q INVESCO QQQ TR | $1.5M | 2.1K | 1.21% | Trimmed(-8.8%) |
| 21 | S STATE STR SPDR S&P 500 ETF T | $1.4M | 1.9K | 1.11% | Unchanged |
| 22 | F FIRST TR EXCHANGE TRADED FD | $1.4M | 17.4K | 1.07% | Added(+6.3%) |
| 23 | U UNITED RENTALS INC | $1.4M | 1.4K | 1.06% | Trimmed(-11.5%) |
| 24 | B ISHARES TR | $1.3M | 36.5K | 0.99% | Unchanged |
| 25 | ? N/A VANECK ETF TRUST | $1.2M | 15.3K | 0.97% | Unchanged |
| 26 | M META PLATFORMS INC | $1.2M | 1.7K | 0.95% | Trimmed(-2.8%) |
| 27 | D DEERE & CO | $1.1M | 1.6K | 0.87% | Unchanged |
| 28 | P PROCTER & GAMBLE CO | $1.1M | 7.3K | 0.83% | Added(+1.0%) |
| 29 | E ISHARES TR | $1M | 25.7K | 0.80% | Unchanged |
| 30 | F FIRST SOLAR INC | $1M | 5.7K | 0.79% | Unchanged |
| 31 | E ISHARES TR | $969K | 9.1K | 0.76% | Trimmed(-11.7%) |
| 32 | U UNITEDHEALTH GROUP INC | $950K | 2.6K | 0.75% | Unchanged |
| 33 | K KIMBERLY-CLARK CORP | $946K | 9.7K | 0.74% | Added(+0.0%) |
| 34 | C COSTCO WHOLESALE CORPORATION | $869K | 955 | 0.68% | Unchanged |
| 35 | A ADVANCED MICRO DEVICES INC | $856K | 1.4K | 0.67% | Unchanged |
| 36 | A AMAZON COM INC | $856K | 3.4K | 0.67% | Trimmed(-6.0%) |
| 37 | S SELECT SECTOR SPDR TR | $849K | 5.0K | 0.67% | Unchanged |
| 38 | V VANGUARD INDEX FDS | $847K | 3.9K | 0.66% | Added(+0.1%) |
| 39 | U LIBERTY ALL STAR EQUITY FD | $840K | 145.5K | 0.66% | Trimmed(-3.8%) |
| 40 | K KRAFT HEINZ CO | $827K | 36.4K | 0.65% | Trimmed(-4.5%) |
| 41 | C CLOROX CO DEL | $821K | 10.1K | 0.64% | Added(+4.3%) |
| 42 | V VANGUARD INDEX FDS | $813K | 2.9K | 0.64% | Trimmed(-11.7%) |
| 43 | T TJX COS INC NEW | $808K | 6.1K | 0.63% | Trimmed(-1.6%) |
| 44 | F FLEX LNG LTD | $792K | 25.7K | 0.62% | Trimmed(-10.9%) |
| 45 | I ABERDEEN INDIA FD INC | $792K | 74.4K | 0.62% | Trimmed(-11.1%) |
| 46 | E ISHARES TR | $782K | 12.7K | 0.61% | Unchanged |
| 47 | G GENERAL AMERN INVS CO INC | $778K | 12.3K | 0.61% | Unchanged |
| 48 | C THE CAMPBELLS COMPANY | $762K | 38.4K | 0.60% | Unchanged |
| 49 | V VANGUARD INDEX FDS | $740K | 2.5K | 0.58% | Unchanged |
| 50 | A ASTRAZENECA PLC | $735K | 4.5K | 0.58% | Unchanged |