Advocate Investing Services LLC
Top Portfolio Positions
337 positions ·
$44,751,167 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
7,808 | $1,981,592 | 4.43% |
| WMT |
Walmart Inc.
Consumer Defensive
|
15,767 | $1,959,522 | 4.38% |
| 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 | 2.53% |
| URI |
United Rentals, Inc.
Industrials
|
1,529 | $1,113,968 | 2.49% |
| IFN |
Aberdeen India Fund, Inc.
Financial Services
|
95,930 | $1,085,927 | 2.43% |
| META |
Meta Platforms, Inc.
Communication Services
|
1,852 | $1,059,584 | 2.37% |
Portfolio Trend
Holdings in GAM
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $717,368 | 12,269 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $720,558 | 12,269 | Shares | Sole | 2026-02-12 | |
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