Advocacy Wealth Management Services

Advocacy Wealth Management Services as of March 31, 2023

Portfolio Holdings for Advocacy Wealth Management Services

Advocacy Wealth Management Services holds 36 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Short (SPSB) 11.6 $96M 3.2M 29.63
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 11.6 $95M 2.0M 48.48
Franklin Templeton Etf Tr Ftse Europe (FLEE) 8.2 $68M 2.5M 26.57
Select Sector Spdr Tr Sbi Healthcare (XLV) 8.2 $67M 519k 129.46
Listed Fd Tr Overlay (OVLH) 8.0 $66M 2.6M 25.88
Ishares Tr Msci Usa Min Vol (USMV) 6.5 $54M 736k 72.74
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 6.5 $53M 796k 66.81
Ishares Tr TRS FLT RT BD (TFLO) 6.4 $53M 1.0M 50.59
Ishares Tr Fltg Rate Nt Etf (FLOT) 6.4 $53M 1.0M 50.39
Ishares Tr Core Div Grwth (DGRO) 6.4 $52M 1.0M 49.99
Pimco Etf Tr Sr Ln Active Etf (LONZ) 5.7 $47M 949k 49.47
Fidelity Covington Trust Consmr Staples (FSTA) 4.1 $34M 741k 45.15
Ishares Tr Us Infrastruc (IFRA) 2.7 $22M 597k 37.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $15M 41k 376.07
Spdr Index Shs Fds S&p North Amer (NANR) 1.4 $11M 211k 53.63
Ishares Tr Blackrock Ultra (ICSH) 0.5 $4.3M 85k 50.25
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $4.3M 85k 50.32
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.5 $4.3M 86k 49.60
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $4.2M 43k 99.25
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $4.2M 51k 82.16
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $3.3M 53k 62.40
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $2.7M 54k 50.43
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.9M 16k 124.06
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.2 $1.2M 16k 75.90
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $1.0M 30k 35.30
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.0M 2.5k 411.08
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $680k 10k 67.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $679k 1.7k 409.39
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $668k 6.7k 99.64
Ishares Tr Eafe Value Etf (EFV) 0.1 $656k 14k 48.53
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $559k 19k 29.23
Ishares Tr Core Msci Eafe (IEFA) 0.1 $468k 7.0k 66.85
World Gold Tr Spdr Gld Minis 0.1 $452k 12k 39.11
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $393k 15k 25.79
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $375k 7.9k 47.32
Apple (AAPL) 0.0 $239k 1.4k 164.90