StockDriftsStockDriftsTop 50 Advocate Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 5.42% | 540.7K | $34.6M | +4.18%(+21.69K) | $49.38(+39.69%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 4.25% | 90.9K | $27.2M | +9.97%(+8.24K) | $235.61(+41.27%) | 2026-03-31 | |
| GIS | GENERAL MILLS INC | 3.19% | 547.3K | $20.4M | +1.34%(+7.22K) | $69.52(-50.30%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.67% | 340.6K | $17.1M | +1.36%(+4.56K) | $39.74(+19.12%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.57% | 75.7K | $16.5M | -0.71%(-540) | $160.22(+28.64%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.48% | 64.8K | $15.8M | -2.47%(-1.64K) | $174.03(+29.60%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.31% | 71.4K | $14.8M | -0.06%(-46) | $154.69(+24.53%) | 2026-03-31 | |
| ENB | ENBRIDGE INC | 2.01% | 236.8K | $12.8M | -0.42%(-1.01K) | $42.27(+29.89%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 1.96% | 161.8K | $12.6M | -3.45%(-5.79K) | $49.44(+90.74%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 1.86% | 238.4K | $11.9M | +29.96%(+54.97K) | $49.48(+1.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.94% | +12.28% |
| Top 20 Holdings Unweighted | +6.28% | +20.06% |
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