Advocate Investing Services LLC
Top Portfolio Positions
338 positions ·
$44,799,087 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
7,808 | $1,981,592 | 4.42% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
15,767 | $1,959,522 | 4.37% | |
| MSFT |
Microsoft Corp
Technology
|
4,465 | $1,652,809 | 3.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,077 | $1,350,756 | 3.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,318 | $1,337,903 | 2.99% | |
| NVDA |
Nvidia Corp
Technology
|
6,705 | $1,169,352 | 2.61% | |
| FSLR |
First Solar, Inc.
Technology
|
5,730 | $1,130,299 | 2.52% | |
| URI |
United Rentals, Inc.
Industrials
|
1,529 | $1,113,968 | 2.49% | |
| IFN |
Aberdeen India Fund, Inc.
Financial Services
|
95,930 | $1,085,927 | 2.42% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,852 | $1,059,584 | 2.37% |
Portfolio Trend
2 quarters · across all stocks
Holdings in FUND
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,411 | 7,171 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $61,332 | 7,066 | Shares | Sole | 2026-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||