Advocate Investing Services LLC

WOODBINE, MD · CIK 2110509 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWoodbine, MD

$129.8m reported value +10.0% vs Q1 2026

460positions

40.1%in top 10

39 new 80 added 35 reduced 27 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR GSY	GSY	260,150	$13.0m10.05%	10.05%	Reduced -9.9k	-9,929 -3.7%
2	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	282,278	$11.6m8.94%	8.94%	Reduced -1.3k	-1,326 -0.5%
3	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	62,296	$5.2m3.99%	3.99%	Added +6.0k	+6,044 10.7%
4	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL SPHD	SPHD	94,662	$4.8m3.71%	3.71%	Added +6.2k	+6,205 7.0%
5	SPDR SERIES TRUST S&P METALS MNG XME	XME	30,220	$3.2m2.49%	2.49%	Reduced -1.0k	-1,022 -3.3%
6	ISHARES TR GLOBAL ENERG ETF IXC	IXC	63,195	$3.1m2.39%	2.39%	Added +17	+17 0.0%
7	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	16,050	$3.1m2.36%	2.36%	Reduced -110	-110 -0.7%
8	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	18,639	$2.9m2.27%	2.27%	Added +6.0k	+6,039 47.9%
9	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	11,917	$2.8m2.17%	2.17%	Reduced -4.0k	-3,953 -24.9%
10	APPLE INC COM AAPL	AAPL	7,847	$2.3m1.75%	1.75%	Added +39	+39 0.5%
11	VANGUARD WORLD FD INF TECH ETF VGT	VGT	17,694	$2.1m1.63%	1.63%	Added +2.4k	+2,382 15.6%
12	ISHARES INC MSCI EMRG CHN EMXC	EMXC	20,577	$2.1m1.62%	1.62%	Reduced -695	-695 -3.3%
13	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	35,000	$1.9m1.45%	1.45%	Reduced -186	-186 -0.5%
14	WALMART INC COM WMT	WMT	15,768	$1.8m1.38%	1.38%	Added +1	+1 0.0%
15	SELECT SECTOR SPDR TR ENERGY XLE	XLE	32,945	$1.7m1.35%	1.35%	Reduced -1.3k	-1,307 -3.8%
16	UNITED RENTALS INC COM URI	URI	1,530	$1.7m1.34%	1.34%	Added +1	+1 0.1%
17	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,293	$1.7m1.30%	1.30%	Reduced -25	-25 -1.1%
18	MICROSOFT CORP COM MSFT	MSFT	4,520	$1.7m1.30%	1.30%	Added +55	+55 1.2%
19	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	32,412	$1.6m1.26%	1.26%	Added +4.2k	+4,185 14.8%
20	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	4,600	$1.6m1.22%	1.22%	Unchanged
21	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,852	$1.4m1.07%	1.07%	Reduced -225	-225 -10.8%
22	NVIDIA CORPORATION COM NVDA	NVDA	6,779	$1.4m1.04%	1.04%	Added +74	+74 1.1%
23	FIRST SOLAR INC COM FSLR	FSLR	5,730	$1.4m1.04%	1.04%	Unchanged
24	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	16,403	$1.3m1.02%	1.02%	Added +16.4k	+16,361 38954.8%
25	ISHARES TR LATN AMER 40 ETF ILF	ILF	36,472	$1.2m0.95%	0.95%	Added +31	+31 0.1%
26	VANECK ETF TRUST AGRIBUSINESS ETF MOO	MOO	15,261	$1.2m0.93%	0.93%	Unchanged
27	UNITEDHEALTH GROUP INC COM UNH	UNH	2,589	$1.1m0.83%	0.83%	Reduced -34	-34 -1.3%
28	KIMBERLY-CLARK CORP COM KMB	KMB	9,710	$1.1m0.82%	0.82%	Added +4.2k	+4,220 76.9%
29	PROCTER AND GAMBLE CO COM PG	PG	7,187	$1.1m0.81%	0.81%	Added +1.5k	+1,530 27.1%
30	DEERE & CO COM DE	DE	1,650	$1.0m0.81%	0.81%	Unchanged
31	ISHARES TR MSCI EURO FL ETF EUFN	EUFN	25,740	$1.0m0.77%	0.77%	Unchanged
32	INDIA FD INC COM IFN	IFN	83,668	$983.1k0.76%	0.76%	Reduced -12.3k	-12,262 -12.8%
33	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,234	$980.4k0.76%	0.76%	Added +8	+8 0.2%
34	META PLATFORMS INC CL A META	META	1,727	$973.0k0.75%	0.75%	Reduced -125	-125 -6.8%
35	TJX COS INC NEW COM TJX	TJX	6,206	$940.2k0.72%	0.72%	Reduced -259	-259 -4.0%
36	ISHARES TR EXPANDED TECH IGV	IGV	10,300	$933.2k0.72%	0.72%	Reduced -250	-250 -2.4%
37	CLOROX CO DEL COM CLX	CLX	9,719	$927.6k0.71%	0.71%	Added +1.7k	+1,700 21.2%
38	KRAFT HEINZ CO COM KHC	KHC	38,098	$899.9k0.69%	0.69%	Added +2.9k	+2,900 8.2%
39	COSTCO WHSL CORP NEW COM COST	COST	955	$893.4k0.69%	0.69%	Unchanged
40	LIBERTY ALL STAR EQUITY FD SH BEN INT USA	USA	151,243	$878.7k0.68%	0.68%	Added +2.9k	+2,874 1.9%
41	AMAZON COM INC COM AMZN	AMZN	3,656	$871.4k0.67%	0.67%	Added +102	+102 2.9%
42	ASTRAZENECA PLC ORD AZN	AZN	4,550	$862.8k0.66%	0.66%	Unchanged
43	CAMPBELL SOUP CO COM CPB	CPB	38,432	$855.9k0.66%	0.66%	Added +8.2k	+8,200 27.1%
44	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,917	$853.7k0.66%	0.66%	Reduced -208	-208 -5.0%
45	ISHARES TR CRE U S REIT ETF USRT	USRT	12,700	$843.9k0.65%	0.65%	Unchanged
46	ALTRIA GROUP INC COM MO	MO	11,726	$843.7k0.65%	0.65%	Added +800	+800 7.3%
47	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,400	$813.3k0.63%	0.63%	Unchanged
48	FLEX LNG LTD SHS FLNG	FLNG	28,907	$811.1k0.62%	0.62%	Added +373	+373 1.3%
49	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	5,040	$799.6k0.62%	0.62%	Unchanged
50	GENERAL AMERN INVS CO INC COM GAM	GAM	12,269	$782.1k0.60%	0.60%	Unchanged
51	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	2,533	$775.9k0.60%	0.60%	Unchanged
52	ISHARES TR CORE S&P500 ETF IVV	IVV	988	$739.7k0.57%	0.57%	Added +78	+78 8.6%
53	ISHARES TR MSCI INDIA ETF INDA	INDA	13,537	$668.6k0.52%	0.52%	Added +5.0k	+5,000 58.6%
54	COMCAST CORP NEW CL A CMCSA	CMCSA	27,211	$668.0k0.51%	0.51%	Added +4.6k	+4,600 20.3%
55	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	4,255	$656.5k0.51%	0.51%	Added +1	+1 0.0%
56	ISHARES TR MSCI EAFE ETF EFA	EFA	6,200	$644.1k0.50%	0.50%	Unchanged
57	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,789	$639.3k0.49%	0.49%	Added +66	+66 3.8%
58	JOHNSON & JOHNSON COM JNJ	JNJ	2,406	$611.1k0.47%	0.47%	Unchanged
59	BANK AMERICA CORP COM BAC	BAC	10,517	$599.2k0.46%	0.46%	Unchanged
60	ISHARES INC MSCI BRAZIL ETF EWZ	EWZ	16,279	$561.6k0.43%	0.43%	Unchanged
61	INTEL CORP COM INTC	INTC	3,875	$541.1k0.42%	0.42%	Unchanged
62	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	25,500	$522.5k0.40%	0.40%	Unchanged
63	BROADCOM INC COM AVGO	AVGO	1,360	$513.7k0.40%	0.40%	Unchanged
64	TKO GROUP HOLDINGS INC CL A TKO	TKO	2,500	$503.3k0.39%	0.39%	Unchanged
65	VALE S A SPONSORED ADS VALE	VALE	31,020	$466.5k0.36%	0.36%	Reduced -465	-465 -1.5%
66	SSGA ACTIVE ETF TR GLOBL ALLO ETF GAL	GAL	8,150	$430.6k0.33%	0.33%	Unchanged
67	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,420	$424.7k0.33%	0.33%	Unchanged
68	BP PLC SPONSORED ADR BP	BP	11,310	$417.9k0.32%	0.32%	Unchanged
69	ISHARES INC MSCI WORLD ETF URTH	URTH	1,960	$397.2k0.31%	0.31%	Unchanged
70	DISNEY WALT CO COM DIS	DIS	4,071	$391.8k0.30%	0.30%	Added +591	+591 17.0%
71	CHEVRON CORP NEW COM CVX	CVX	2,240	$371.3k0.29%	0.29%	Reduced -55	-55 -2.4%
72	AMERICAN TOWER CORP NEW COM AMT	AMT	2,268	$371.0k0.29%	0.29%	Unchanged
73	PFIZER INC COM PFE	PFE	15,148	$364.8k0.28%	0.28%	Added +3	+3 0.0%
74	NOKIA CORP SPONSORED ADR NOK	NOK	27,300	$362.5k0.28%	0.28%	New
75	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	2,000	$353.3k0.27%	0.27%	Unchanged
76	UNITED PARCEL SERVICE INC CL B UPS	UPS	3,193	$343.2k0.26%	0.26%	Added +1.3k	+1,301 68.8%
77	VANGUARD INDEX FDS MID CAP ETF VO	VO	4,100	$330.3k0.25%	0.25%	Added +112	+112 2.8%
78	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	1,180	$325.9k0.25%	0.25%	Added +1.1k	+1,130 2260.0%
79	ARES CAPITAL CORP COM ARCC	ARCC	17,410	$322.6k0.25%	0.25%	Unchanged
80	ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT XAODX	XAODX	31,000	$319.6k0.25%	0.25%	Unchanged
81	SPDR GOLD TR GOLD SHS GLD	GLD	863	$317.9k0.24%	0.24%	Unchanged
82	HORMEL FOODS CORP COM HRL	HRL	12,610	$313.0k0.24%	0.24%	Added +1.9k	+1,900 17.7%
83	BLACKROCK SCIENCE & TECHNOLO SHS BEN INT BSTZ	BSTZ	10,300	$309.3k0.24%	0.24%	Unchanged
84	WP CAREY INC COM WPC	WPC	4,260	$304.6k0.23%	0.23%	Added +1	+1 0.0%
85	FIDELITY COVINGTON TRUST INT HG DIV ETF FIDI	FIDI	11,100	$303.8k0.23%	0.23%	Unchanged
86	HALLIBURTON CO COM HAL	HAL	8,738	$296.6k0.23%	0.23%	Reduced -2.8k	-2,750 -23.9%
87	ISHARES SILVER TR ISHARES SLV	SLV	5,500	$294.1k0.23%	0.23%	Unchanged
88	ISHARES TR US AER DEF ETF ITA	ITA	1,180	$286.0k0.22%	0.22%	Added +195	+195 19.8%
89	ISHARES TR RUS 2000 GRW ETF IWO	IWO	700	$275.8k0.21%	0.21%	Unchanged
90	CISCO SYS INC COM CSCO	CSCO	2,312	$271.6k0.21%	0.21%	Unchanged
91	SHELL PLC SPON ADS SHEL	SHEL	3,500	$271.4k0.21%	0.21%	Unchanged
92	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	2,653	$238.4k0.18%	0.18%	Reduced -249	-249 -8.6%
93	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,687	$231.4k0.18%	0.18%	Reduced -223	-223 -7.7%
94	BROOKFIELD INFRASTRUCTURE CO COM SUB VTG A BIPC	BIPC	5,938	$228.6k0.18%	0.18%	Unchanged
95	IDT CORP CL B NEW IDT	IDT	3,699	$215.1k0.17%	0.17%	Unchanged
96	BLACKSTONE INC COM BX	BX	1,812	$213.2k0.16%	0.16%	Unchanged
97	EXXON MOBIL CORP COM XOM	XOM	1,521	$208.0k0.16%	0.16%	Unchanged
98	ASTERA LABS INC COM ALAB	ALAB	425	$205.3k0.16%	0.16%	Reduced -475	-475 -52.8%
99	SELECT SECTOR SPDR TR INDL XLI	XLI	1,100	$203.8k0.16%	0.16%	Unchanged
100	PETROLEO BRASILEIRO SA PETRO SPONSORED ADR PBR	PBR	12,546	$202.7k0.16%	0.16%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BLACK STONE MINERALS L P BSM	BSM	43,948	$664.5k43.9k shares
DUPONT DE NEMOURS INC DWDP	DWDP	567	$77.9k567 shares
PAN AMERN SILVER CORP PAAS	PAAS	401	$21.9k401 shares
FRANKLIN TEMPLETON ETF TR FLIN	FLIN	375	$12.5k375 shares
AMERICAN INTL GROUP INC AIG	AIG	140	$10.5k140 shares
METLIFE INC MET	MET	145	$10.3k145 shares
WEYERHAEUSER CO MTN BE WY	WY	300	$7.3k300 shares
C3 AI INC AI	AI	395	$3.3k395 shares
LINKBANCORP INC LNKB	LNKB	372	$3.1k372 shares
SPDR SER TR CNRG	CNRG	31	$2.8k31 shares
ISHARES TR HDV	HDV	75	$2.0k75 shares
COTERRA ENERGY INC CTRA	CTRA	54	$1.9k54 shares
HONEYWELL INTL INC		4	$1.8k4 shares
ISHARES TR ITOT	ITOT	10	$1.4k10 shares
BIO-TECHNE CORP TECH	TECH	24	$1.3k24 shares
GLOBAL PMTS INC GPN	GPN	13	$87513 shares
Q2 HLDGS INC QTWO	QTWO	18	$85118 shares
ACCO BRANDS CORP ACCO	ACCO	264	$792264 shares
FLAGSTAR FINANCIAL INC FLG	FLG	46	$60146 shares
LEGGETT & PLATT INC LEG	LEG	54	$53054 shares
ALIGN TECHNOLOGY INC ALGN	ALGN	3	$5143 shares
AZENTA INC AZTA	AZTA	20	$42320 shares
HERC HLDGS INC HRI	HRI	4	$3984 shares
ROBLOX CORP RBLX	RBLX	7	$3967 shares
CRYOPORT INC CYRX	CYRX	28	$23228 shares