Question 1

What stocks does ADVOCATE INVESTING SERVICES LLC hold in its portfolio?

Accepted Answer

ADVOCATE INVESTING SERVICES LLC's top stock holdings include AAPL, GSY, TCAF and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ADVOCATE INVESTING SERVICES LLC's largest stock holdings?

Accepted Answer

ADVOCATE INVESTING SERVICES LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $2.3 million), GSY (valued at approximately $13.0 million), TCAF (valued at approximately $11.6 million), WMT (valued at approximately $1.8 million), URI (valued at approximately $1.7 million).

Question 3

When was ADVOCATE INVESTING SERVICES LLC's last SEC filing?

Accepted Answer

ADVOCATE INVESTING SERVICES LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ADVOCATE INVESTING SERVICES LLC recently bought or sold?

Accepted Answer

ADVOCATE INVESTING SERVICES LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ADVOCATE INVESTING SERVICES LLC reported?

Accepted Answer

ADVOCATE INVESTING SERVICES LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ADVOCATE INVESTING SERVICES LLC invest in?

Accepted Answer

ADVOCATE INVESTING SERVICES LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.