Long-term investor
Advocate Group LLC @advocategroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001853401).
Record
- Tracked since 2023-06-30 (1172 days), 117 trades recorded
- Returns: week n/a · month n/a · 90 days +5.1% · 6 months n/a · 1 year +13.7% · all +13.7%
- Max drawdown -12.3% · Sharpe 0.02 · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VEA · 5.7% · long · since 2025-06-30
- VV · 4.3% · long · since 2025-06-30
- ABBV · 2.8% · long · since 2025-06-30
- GIS · 2.8% · long · since 2025-06-30
- CSCO · 2.4% · long · since 2025-06-30
- JNJ · 2.3% · long · since 2025-06-30
- VZ · 2.3% · long · since 2025-06-30
- VTIP · 2.0% · long · since 2025-06-30
- CAT · 1.9% · long · since 2025-06-30
- ENB · 1.9% · long · since 2025-06-30
- SCHR · 1.8% · long · since 2025-06-30
- MRK · 1.7% · long · since 2025-06-30