# EDGAR Filing Document

**Accession Number:** 0001853401
**File Stem:** 0001853401-23-000001
**Filing Date:** 2023-1
**Character Count:** 14944
**Document Hash:** 4e94f52f6d57c1ece6eddeec68654474
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001853401-23-000001.hdr.sgml**: 20230118

**ACCESSION NUMBER**: 0001853401-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230118

**DATE AS OF CHANGE**: 20230118

**EFFECTIVENESS DATE**: 20230118

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ADVOCATE GROUP LLC
- **CENTRAL INDEX KEY:** 0001853401
- **IRS NUMBER:** 451497656
- **STATE OF INCORPORATION:** MN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22578
- **FILM NUMBER:** 23533813

**BUSINESS ADDRESS:**
- **STREET 1:** 601 CARLSON PKWY
- **STREET 2:** SUITE 1100
- **CITY:** MINNETONKA
- **STATE:** MN
- **ZIP:** 55305
- **BUSINESS PHONE:** 9526932630

**MAIL ADDRESS:**
- **STREET 1:** 601 CARLSON PKWY
- **STREET 2:** SUITE 1100
- **CITY:** MINNETONKA
- **STATE:** MN
- **ZIP:** 55305

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ADVOCATE GROUP LLC<br>**Address:** 601 CARLSON PKWY<br>SUITE 1100<br>MINNETONKA, MN 55305

**Form 13F File Number:** 028-22578

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Corrigan<br>**Title:** Chief Compliance Officer<br>**Phone:** (952) 693-2630

**Signature, Place, and Date of Signing:**

MICHAEL CORRIGAN  MINNETONKA, MN  01-18-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 117

**Form 13F Information Table Value Total:** $464458714

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 4667526 | 38922 | SH |  | SOLE | 0 | 0 | 0 | 38922 |
| ABB LTD | SPONSORED ADR | 000375204 |  | 6861054 | 225248 | SH |  | SOLE | 0 | 0 | 0 | 225248 |
| ABBOTT LABS | COM | 002824100 |  | 2058233 | 18747 | SH |  | SOLE | 0 | 0 | 0 | 18747 |
| ABBVIE INC | COM | 00287Y109 |  | 12646144 | 78251 | SH |  | SOLE | 0 | 0 | 0 | 78251 |
| AFLAC INC | COM | 001055102 |  | 279055 | 3879 | SH |  | SOLE | 0 | 0 | 0 | 3879 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 225207 | 1063 | SH |  | SOLE | 0 | 0 | 0 | 1063 |
| AMGEN INC | COM | 031162100 |  | 3019572 | 11497 | SH |  | SOLE | 0 | 0 | 0 | 11497 |
| APPLE INC | COM | 037833100 |  | 9166142 | 70547 | SH |  | SOLE | 0 | 0 | 0 | 70547 |
| APPLIED MATLS INC | COM | 038222105 |  | 2457482 | 25236 | SH |  | SOLE | 0 | 0 | 0 | 25236 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 701018 | 7550 | SH |  | SOLE | 0 | 0 | 0 | 7550 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 1087783 | 16044 | SH |  | SOLE | 0 | 0 | 0 | 16044 |
| AT INC | COM | 00206R102 |  | 6907911 | 375226 | SH |  | SOLE | 0 | 0 | 0 | 375226 |
| AVALONBAY CMNTYS INC | COM | 053484101 |  | 1185557 | 7340 | SH |  | SOLE | 0 | 0 | 0 | 7340 |
| AVISTA CORP | COM | 05379B107 |  | 236155 | 5326 | SH |  | SOLE | 0 | 0 | 0 | 5326 |
| BCE INC | COM NEW | 05534B760 |  | 472375 | 10748 | SH |  | SOLE | 0 | 0 | 0 | 10748 |
| BEST BUY INC | COM | 086516101 |  | 493452 | 6152 | SH |  | SOLE | 0 | 0 | 0 | 6152 |
| BP PLC | SPONSORED ADR | 055622104 |  | 5007914 | 143370 | SH |  | SOLE | 0 | 0 | 0 | 143370 |
| BRIGHT HEALTH GROUP INC | COM | 10920V107 |  | 7799 | 12000 | SH |  | SOLE | 0 | 0 | 0 | 12000 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 7558995 | 105059 | SH |  | SOLE | 0 | 0 | 0 | 105059 |
| BROADCOM INC | COM | 11135F101 |  | 5282660 | 9448 | SH |  | SOLE | 0 | 0 | 0 | 9448 |
| CATERPILLAR INC | COM | 149123101 |  | 3620470 | 15113 | SH |  | SOLE | 0 | 0 | 0 | 15113 |
| CENTERPOINT ENERGY INC | COM | 15189T107 |  | 412273 | 13747 | SH |  | SOLE | 0 | 0 | 0 | 13747 |
| CHEVRON CORP NEW | COM | 166764100 |  | 9514842 | 53010 | SH |  | SOLE | 0 | 0 | 0 | 53010 |
| CHUBB LIMITED | COM | H1467J104 |  | 4555390 | 20650 | SH |  | SOLE | 0 | 0 | 0 | 20650 |
| CISCO SYS INC | COM | 17275R102 |  | 8788333 | 184474 | SH |  | SOLE | 0 | 0 | 0 | 184474 |
| COCA COLA CO | COM | 191216100 |  | 1235265 | 19419 | SH |  | SOLE | 0 | 0 | 0 | 19419 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 1486058 | 18861 | SH |  | SOLE | 0 | 0 | 0 | 18861 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 567462 | 4809 | SH |  | SOLE | 0 | 0 | 0 | 4809 |
| CROWN CASTLE INC | COM | 22822V101 |  | 696104 | 5132 | SH |  | SOLE | 0 | 0 | 0 | 5132 |
| CUMMINS INC | COM | 231021106 |  | 7094978 | 29283 | SH |  | SOLE | 0 | 0 | 0 | 29283 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 573931 | 4149 | SH |  | SOLE | 0 | 0 | 0 | 4149 |
| DEERE  CO | COM | 244199105 |  | 3347329 | 7807 | SH |  | SOLE | 0 | 0 | 0 | 7807 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 378832 | 2126 | SH |  | SOLE | 0 | 0 | 0 | 2126 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 720741 | 7188 | SH |  | SOLE | 0 | 0 | 0 | 7188 |
| DISNEY WALT CO | COM | 254687106 |  | 377146 | 4341 | SH |  | SOLE | 0 | 0 | 0 | 4341 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 7224784 | 117821 | SH |  | SOLE | 0 | 0 | 0 | 117821 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 7739287 | 75146 | SH |  | SOLE | 0 | 0 | 0 | 75146 |
| EMERSON ELEC CO | COM | 291011104 |  | 8129366 | 84628 | SH |  | SOLE | 0 | 0 | 0 | 84628 |
| ENBRIDGE INC | COM | 29250N105 |  | 8469686 | 216616 | SH |  | SOLE | 0 | 0 | 0 | 216616 |
| EVERGY INC | COM | 30034W106 |  | 3247314 | 51602 | SH |  | SOLE | 0 | 0 | 0 | 51602 |
| FASTENAL CO | COM | 311900104 |  | 1079477 | 22812 | SH |  | SOLE | 0 | 0 | 0 | 22812 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 1417704 | 37308 | SH |  | SOLE | 0 | 0 | 0 | 37308 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 251538 | 3002 | SH |  | SOLE | 0 | 0 | 0 | 3002 |
| GENERAL MLS INC | COM | 370334104 |  | 36054664 | 429990 | SH |  | SOLE | 0 | 0 | 0 | 429990 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 6151410 | 71653 | SH |  | SOLE | 0 | 0 | 0 | 71653 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 |  | 1876365 | 84331 | SH |  | SOLE | 0 | 0 | 0 | 84331 |
| HOME DEPOT INC | COM | 437076102 |  | 4416986 | 13984 | SH |  | SOLE | 0 | 0 | 0 | 13984 |
| HORMEL FOODS CORP | COM | 440452100 |  | 241597 | 5304 | SH |  | SOLE | 0 | 0 | 0 | 5304 |
| INTEL CORP | COM | 458140100 |  | 4350008 | 164586 | SH |  | SOLE | 0 | 0 | 0 | 164586 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 9699352 | 68843 | SH |  | SOLE | 0 | 0 | 0 | 68843 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 1727776 | 29851 | SH |  | SOLE | 0 | 0 | 0 | 29851 |
| ISHARES TR | CORE S ETF | 464287200 |  | 230526 | 600 | SH |  | SOLE | 0 | 0 | 0 | 600 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 300780 | 1725 | SH |  | SOLE | 0 | 0 | 0 | 1725 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 210520 | 1000 | SH |  | SOLE | 0 | 0 | 0 | 1000 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 13856956 | 78443 | SH |  | SOLE | 0 | 0 | 0 | 78443 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 467070 | 3483 | SH |  | SOLE | 0 | 0 | 0 | 3483 |
| KILROY RLTY CORP | COM | 49427F108 |  | 507234 | 13117 | SH |  | SOLE | 0 | 0 | 0 | 13117 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 9149532 | 67400 | SH |  | SOLE | 0 | 0 | 0 | 67400 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 352219 | 724 | SH |  | SOLE | 0 | 0 | 0 | 724 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 4399178 | 52983 | SH |  | SOLE | 0 | 0 | 0 | 52983 |
| MASCO CORP | COM | 574599106 |  | 1075557 | 23046 | SH |  | SOLE | 0 | 0 | 0 | 23046 |
| MCDONALDS CORP | COM | 580135101 |  | 6340795 | 24061 | SH |  | SOLE | 0 | 0 | 0 | 24061 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 4021855 | 51748 | SH |  | SOLE | 0 | 0 | 0 | 51748 |
| MERCK  CO INC | COM | 58933Y105 |  | 10292388 | 92766 | SH |  | SOLE | 0 | 0 | 0 | 92766 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 370302 | 7409 | SH |  | SOLE | 0 | 0 | 0 | 7409 |
| MICROSOFT CORP | COM | 594918104 |  | 7448330 | 31058 | SH |  | SOLE | 0 | 0 | 0 | 31058 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 3067566 | 46025 | SH |  | SOLE | 0 | 0 | 0 | 46025 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 6397925 | 75252 | SH |  | SOLE | 0 | 0 | 0 | 75252 |
| NIKE INC | CL B | 654106103 |  | 5550135 | 47433 | SH |  | SOLE | 0 | 0 | 0 | 47433 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 983216 | 3990 | SH |  | SOLE | 0 | 0 | 0 | 3990 |
| NUTRIEN LTD | COM | 67077M108 |  | 5803621 | 79469 | SH |  | SOLE | 0 | 0 | 0 | 79469 |
| PAYCHEX INC | COM | 704326107 |  | 1383281 | 11970 | SH |  | SOLE | 0 | 0 | 0 | 11970 |
| PFIZER INC | COM | 717081103 |  | 10145418 | 197998 | SH |  | SOLE | 0 | 0 | 0 | 197998 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 4619286 | 46825 | SH |  | SOLE | 0 | 0 | 0 | 46825 |
| PIONEER NAT RES CO | COM | 723787107 |  | 846642 | 3707 | SH |  | SOLE | 0 | 0 | 0 | 3707 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 2399740 | 15194 | SH |  | SOLE | 0 | 0 | 0 | 15194 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 7209558 | 47569 | SH |  | SOLE | 0 | 0 | 0 | 47569 |
| PROLOGIS INC. | COM | 74340W103 |  | 3532282 | 31334 | SH |  | SOLE | 0 | 0 | 0 | 31334 |
| PUBLIC STORAGE | COM | 74460D109 |  | 3834487 | 13685 | SH |  | SOLE | 0 | 0 | 0 | 13685 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 671485 | 2607 | SH |  | SOLE | 0 | 0 | 0 | 2607 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 5664594 | 68035 | SH |  | SOLE | 0 | 0 | 0 | 68035 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 234019 | 4212 | SH |  | SOLE | 0 | 0 | 0 | 4212 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 4675951 | 96931 | SH |  | SOLE | 0 | 0 | 0 | 96931 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 213469 | 4728 | SH |  | SOLE | 0 | 0 | 0 | 4728 |
| SHELL PLC | SPON ADS | 780259305 |  | 4231043 | 74294 | SH |  | SOLE | 0 | 0 | 0 | 74294 |
| SL GREEN RLTY CORP | COM | 78440X887 |  | 2576815 | 76418 | SH |  | SOLE | 0 | 0 | 0 | 76418 |
| SONOCO PRODS CO | COM | 835495102 |  | 312353 | 5145 | SH |  | SOLE | 0 | 0 | 0 | 5145 |
| SOUTHERN CO | COM | 842587107 |  | 8774789 | 122879 | SH |  | SOLE | 0 | 0 | 0 | 122879 |
| SOUTHERN COPPER CORP | COM | 84265V105 |  | 1936405 | 32065 | SH |  | SOLE | 0 | 0 | 0 | 32065 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 344863 | 902 | SH |  | SOLE | 0 | 0 | 0 | 902 |
| STARBUCKS CORP | COM | 855244109 |  | 942499 | 9501 | SH |  | SOLE | 0 | 0 | 0 | 9501 |
| STEEL DYNAMICS INC | COM | 858119100 |  | 775543 | 7938 | SH |  | SOLE | 0 | 0 | 0 | 7938 |
| SYSCO CORP | COM | 871829107 |  | 306259 | 4006 | SH |  | SOLE | 0 | 0 | 0 | 4006 |
| TARGET CORP | COM | 87612E106 |  | 6436431 | 43186 | SH |  | SOLE | 0 | 0 | 0 | 43186 |
| TEXAS INSTRS INC | COM | 882508104 |  | 4009724 | 24269 | SH |  | SOLE | 0 | 0 | 0 | 24269 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 |  | 9641663 | 148883 | SH |  | SOLE | 0 | 0 | 0 | 148883 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 9127649 | 181284 | SH |  | SOLE | 0 | 0 | 0 | 181284 |
| UNION PAC CORP | COM | 907818108 |  | 5574739 | 26922 | SH |  | SOLE | 0 | 0 | 0 | 26922 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 6965247 | 40067 | SH |  | SOLE | 0 | 0 | 0 | 40067 |
| UNITED STATES ANTIMONY CORP | COM | 911549103 |  | 15556 | 31950 | SH |  | SOLE | 0 | 0 | 0 | 31950 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 3777533 | 7125 | SH |  | SOLE | 0 | 0 | 0 | 7125 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 358380 | 2825 | SH |  | SOLE | 0 | 0 | 0 | 2825 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4496896 | 23521 | SH |  | SOLE | 0 | 0 | 0 | 23521 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 517399 | 2819 | SH |  | SOLE | 0 | 0 | 0 | 2819 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 527542 | 6396 | SH |  | SOLE | 0 | 0 | 0 | 6396 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1353502 | 6641 | SH |  | SOLE | 0 | 0 | 0 | 6641 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1115240 | 7945 | SH |  | SOLE | 0 | 0 | 0 | 7945 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 9305938 | 53421 | SH |  | SOLE | 0 | 0 | 0 | 53421 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 907849 | 4260 | SH |  | SOLE | 0 | 0 | 0 | 4260 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 258582 | 6255 | SH |  | SOLE | 0 | 0 | 0 | 6255 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 4521079 | 90169 | SH |  | SOLE | 0 | 0 | 0 | 90169 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5304536 | 136084 | SH |  | SOLE | 0 | 0 | 0 | 136084 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 16525212 | 393739 | SH |  | SOLE | 0 | 0 | 0 | 393739 |
| WALMART INC | COM | 931142103 |  | 3000884 | 21164 | SH |  | SOLE | 0 | 0 | 0 | 21164 |
| WATSCO INC | COM | 942622200 |  | 374349 | 1501 | SH |  | SOLE | 0 | 0 | 0 | 1501 |
| WP CAREY INC | COM | 92936U109 |  | 7070773 | 90477 | SH |  | SOLE | 0 | 0 | 0 | 90477 |
| XCEL ENERGY INC | COM | 98389B100 |  | 1047023 | 14934 | SH |  | SOLE | 0 | 0 | 0 | 14934 |

---