Advocate Investing Services LLC Top Holdings and 13F Report (2026) About Advocate Investing Services LLCInvestment ActivityAdvocate Investing Services LLC has $118.02 million in total holdings as of March 31, 2026.Advocate Investing Services LLC owns shares of 448 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 9.99% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Advocate Investing Services LLC has purchased 450 new stocks and bought additional shares in 72 stocks.Advocate Investing Services LLC sold shares of 33 stocks and completely divested from 38 stocks this quarter.Largest Holdings Invesco Ultra Short Duration ETF $13,536,377T. Rowe Price Capital Appreciation Equity ETF $10,093,476Consumer Staples Select Sector SPDR Fund $4,611,540Invesco S&P 500 High Dividend Low Volatility ETF $4,388,328iShares Global Energy ETF $3,639,710 Largest New Holdings this Quarter G0593M107 - AstraZeneca $897,351 HoldingG35947202 - Flex LNG $847,754 Holding464288521 - iShares Core U.S. REIT ETF $751,713 Holding494368103 - KIMBERLY-CLARK CORP $529,620 Holding316092725 - Fidelity International High Dividend ETF $306,416 Holding Largest Purchases this Quarter Invesco S&P 500 High Dividend Low Volatility ETF 40,430 shares (about $2.01M)Consumer Staples Select Sector SPDR Fund 14,012 shares (about $1.15M)AstraZeneca 4,550 shares (about $897.35K)Flex LNG 28,534 shares (about $847.75K)iShares Expanded Tech-Software Sector ETF 9,450 shares (about $756.47K) Largest Sales this Quarter Invesco Ultra Short Duration ETF 52,215 shares (about $2.62M)iShares Silver Trust 15,200 shares (about $1.04M)iShares Ultra Short-Term Bond Active ETF 7,100 shares (about $359.40K)PennyMac Mortgage Investment Trust 12,449 shares (about $145.16K)VanEck Gold Miners ETF 800 shares (about $73.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAdvocate Investing Services LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSYInvesco Ultra Short Duration ETF$13,536,377$2,617,019 â–¼-16.2%270,07911.5%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$10,093,476$10,677 â–¼-0.1%283,6048.6%ETFXLPConsumer Staples Select Sector SPDR Fund$4,611,540$1,148,704 â–²33.2%56,2523.9%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$4,388,328$2,005,721 â–²84.2%88,4573.7%ETFIXCiShares Global Energy ETF$3,639,710$11,522 â–¼-0.3%63,1783.1%ETFVIGVanguard Dividend Appreciation ETF$3,412,997$76,346 â–²2.3%15,8702.9%ETFXMESPDR S&P Metals & Mining ETF$3,374,496$9,073 â–¼-0.3%31,2422.9%ETFXLKTechnology Select Sector SPDR Fund$2,147,664$7,442 â–¼-0.3%16,1601.8%ETFXLEEnergy Select Sector SPDR Fund$2,098,258$8,883 â–¼-0.4%34,2521.8%ETFAAPLApple$1,981,5920.0%7,8081.7%Computer and TechnologyWALMART INC$1,959,5760.0%15,7671.7%COMVYMVanguard High Dividend Yield ETF$1,866,087$7,998 â–²0.4%12,6001.6%Financial ServicesXLFFinancial Select Sector SPDR Fund$1,737,1340.0%35,1861.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,673,2290.0%21,2721.4%ManufacturingMSFTMicrosoft$1,652,732$142,879 â–²9.5%4,4651.4%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$1,428,851$359,402 â–¼-20.1%28,2271.2%ETFVVVanguard Large-Cap ETF$1,374,7100.0%4,6001.2%ETFSPYSPDR S&P 500 ETF Trust$1,350,755$297,205 â–²28.2%2,0771.1%FinanceQQQInvesco QQQ$1,337,662$28,277 â–²2.2%2,3181.1%FinanceVGTVanguard Information Technology ETF$1,335,403$6,977 â–¼-0.5%1,9141.1%ETFILFiShares Latin America 40 ETF$1,294,380$568 â–²0.0%36,4411.1%ETFMOOVanEck Agribusiness ETF$1,289,5370.0%15,2611.1%ETFNVDANVIDIA$1,169,352$47,960 â–²4.3%6,7051.0%Computer and TechnologyFSLRFirst Solar$1,130,3000.0%5,7301.0%EnergyURIUnited Rentals$1,113,844$1,457 â–²0.1%1,5290.9%ConstructionIFNIndia Fund$1,085,927$259,749 â–²31.4%95,9300.9%FinanceMETAMeta Platforms$1,059,522$572 â–²0.1%1,8520.9%Computer and TechnologyTJXTJX Companies$1,032,428$160 â–²0.0%6,4650.9%Retail/WholesaleCOSTCostco Wholesale$951,5900.0%9550.8%Retail/WholesaleDEDeere & Company$929,4450.0%1,6500.8%IndustrialsSPHSuburban Propane Partners$920,708$6,478 â–²0.7%46,7600.8%EnergyAZNCFAstraZeneca$897,351$897,351 â–²New Holding4,5500.8%MedicalEUFNiShares MSCI Europe Financials ETF$897,0390.0%25,7400.8%ETFFLNGFlex LNG$847,754$847,754 â–²New Holding28,5340.7%TransportationVBVanguard Small-Cap ETF$844,842$23,570 â–¼-2.7%3,2260.7%ETFIGViShares Expanded Tech-Software Sector ETF$844,528$756,473 â–²859.1%10,5500.7%ETFCLXClorox$831,002$104,562 â–²14.4%8,0190.7%Consumer StaplesUSALiberty All-Star Equity Fund$823,448$39,522 â–²5.0%148,3690.7%FinancePGProcter & Gamble$817,153$496,185 â–²154.6%5,6570.7%Consumer StaplesVTVVanguard Value ETF$809,233$785 â–²0.1%4,1250.7%ETFKHCKraft Heinz$791,611$58,767 â–²8.0%35,1980.7%Consumer StaplesUSRTiShares Core U.S. REIT ETF$751,713$751,713 â–²New Holding12,7000.6%ETFAMZNAmazon.com$740,202$6,248 â–²0.9%3,5540.6%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$738,9150.0%5,0400.6%ETFMOAltria Group$721,008$1,650 â–²0.2%10,9260.6%Consumer StaplesGAMGeneral American Investors$717,3690.0%12,2690.6%FinanceUNHUnitedHealth Group$709,758$420,768 â–²145.6%2,6230.6%MedicalTHE CAMPBELLS COMPANY$673,274$299,134 â–²80.0%30,2320.6%COMBSMBlack Stone Minerals$664,498$2,797 â–²0.4%43,9480.6%EnergyVOTVanguard Mid-Cap Growth ETF$651,8680.0%2,5330.6%ETFCMCSAComcast$649,151$1,177 â–²0.2%22,6110.6%Consumer DiscretionaryEWZiShares MSCI Brazil ETF$624,951$53,746 â–²9.4%16,2790.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$620,2490.0%4,2540.5%ETFEFAiShares MSCI EAFE ETF$602,2070.0%6,2000.5%FinanceIVViShares Core S&P 500 ETF$594,726$17,646 â–²3.1%9100.5%ETFJNJJohnson & Johnson$588,123$19,800 â–²3.5%2,4060.5%MedicalBPBP$531,5700.0%11,3100.5%EnergyKIMBERLY-CLARK CORP$529,620$529,620 â–²New Holding5,4900.4%COMBACBank of America$512,680$19,499 â–¼-3.7%10,5170.4%FinanceTKO GROUP HOLDINGS INC$504,1250.0%2,5000.4%CL AVALEVale$500,927$2,864 â–¼-0.6%31,4850.4%Basic MaterialsGOOGLAlphabet$495,593$31,927 â–²6.9%1,7230.4%Computer and TechnologyCVXChevron$474,8360.0%2,2950.4%EnergyICLNiShares Global Clean Energy ETF$466,395$3,658 â–¼-0.8%25,5000.4%ETFHALHalliburton$447,904$39,886 â–²9.8%11,4880.4%EnergyPFEPfizer$425,267$4,998 â–²1.2%15,1450.4%MedicalAVGOBroadcom$420,9330.0%1,3600.4%Computer and TechnologyGALSPDR SSgA Global Allocation ETF$403,4250.0%8,1500.3%ETFINDAiShares MSCI India ETF$399,877$187,362 â–²88.2%8,5370.3%ETFAMTAmerican Tower$391,4120.0%2,2680.3%FinanceSLViShares Silver Trust$374,770$1,035,728 â–¼-73.4%5,5000.3%ETFGLDSPDR Gold Shares$371,3400.0%8630.3%FinanceIWFiShares Russell 1000 Growth ETF$364,5720.0%8550.3%ETFURTHiShares MSCI World ETF$352,8390.0%1,9600.3%ETFDISWalt Disney$335,403$321,910 â–²2,385.7%3,4800.3%Consumer DiscretionaryPPAInvesco Aerospace & Defense ETF$331,4000.0%2,0000.3%ETFSHELShell$325,5000.0%3,5000.3%EnergyARCCAres Capital$313,733$258,447 â–²467.5%17,4100.3%FinanceFIDIFidelity International High Dividend ETF$306,416$306,416 â–²New Holding11,1000.3%ETFWPCW.P. Carey$289,441$68 â–²0.0%4,2590.2%FinanceVOVanguard Mid-Cap ETF$286,4220.0%9970.2%ETFAODAberdeen Total Dynamic Dividend Fund$285,5100.0%31,0000.2%MiscellaneousAMDAdvanced Micro Devices$284,8020.0%1,4000.2%Computer and TechnologyPBRPetroleo Brasileiro S.A.- Petrobras$260,332$3,030 â–²1.2%12,5460.2%EnergyXOMExxonMobil$258,0520.0%1,5210.2%EnergyCMECME Group$249,5710.0%8450.2%FinanceHRLHormel Foods$242,582$238,052 â–²5,255.0%10,7100.2%Consumer StaplesBROOKFIELD INFRASTRUCTURE CO$234,6700.0%5,9380.2%COM SUB VTG AVZVerizon Communications$234,569$50 â–²0.0%4,6730.2%Computer and TechnologyBSTZBlackRock Science and Technology Term Trust$228,1450.0%10,3000.2%Financial ServicesPALANTIR TECHNOLOGIES INC$222,345$6,583 â–²3.1%1,5200.2%CL AIWOiShares Russell 2000 Growth ETF$219,6670.0%7000.2%ETFIAUiShares Gold Trust$217,931$6,348 â–²3.0%2,4720.2%FinanceITAiShares U.S. Aerospace & Defense ETF$215,572$215,572 â–²New Holding9850.2%ETFVUGVanguard Growth ETF$211,632$436 â–²0.2%4850.2%ETFBXBlackstone$208,3630.0%1,8120.2%FinanceJBS N.V.$201,5110.0%11,2200.2%CL A SHSPMTPennyMac Mortgage Investment Trust$187,726$145,155 â–¼-43.6%16,1000.2%FinanceUPSUnited Parcel Service$186,131$98 â–²0.1%1,8920.2%TransportationCIBRFirst Trust Nasdaq Cybersecurity ETF$181,876$50,514 â–¼-21.7%2,9020.2%ManufacturingShowing largest 100 holdings. 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