Advocacy Wealth Management Services
Latest statistics and disclosures from Advocacy Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, QUAL, DYNF, SPTL, IVW, and represent 29.32% of Advocacy Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: LDUR (+$43M), QUAL (+$37M), GOOGL (+$27M), KO (+$26M), SHLD (+$25M), BAI (+$25M), XLG (+$23M), AMZN (+$22M), MSFT (+$21M), NVDA (+$20M).
- Started 83 new stock positions in EW, VEEV, EEFT, TER, IWS, INTU, BR, ABT, LOW, BIRK.
- Reduced shares in these 10 stocks: IYW (-$37M), EFG (-$33M), UFIV (-$19M), BINC (-$15M), , MTBA (-$8.2M), FSMD (-$7.8M), FDIS, FLOT, VV.
- Sold out of its positions in FDIS, JPIB, UFIV, SPIB.
- Advocacy Wealth Management was a net buyer of stock by $586M.
- Advocacy Wealth Management has $2.3B in assets under management (AUM), dropping by 41.39%.
- Central Index Key (CIK): 0001569452
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Portfolio Holdings for Advocacy Wealth Management
Advocacy Wealth Management holds 142 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 10.6 | $244M | 3.1M | 78.34 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.3 | $122M | +43% | 625k | 194.50 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 4.9 | $113M | +15% | 1.9M | 59.20 |
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| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 4.6 | $106M | +7% | 3.9M | 26.95 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.0 | $91M | 755k | 120.72 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 3.8 | $89M | +2% | 3.3M | 26.84 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 3.7 | $86M | +102% | 892k | 96.14 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.7 | $86M | 2.0M | 42.79 |
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| Ishares Tr Eafe Value Etf (EFV) | 3.3 | $77M | 1.1M | 67.83 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 3.3 | $76M | +6% | 370k | 206.51 |
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| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 2.9 | $67M | +2% | 1.3M | 49.66 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 2.7 | $63M | +56% | 1.1M | 57.52 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 2.1 | $49M | +103% | 1.4M | 34.16 |
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| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 1.9 | $45M | +3% | 872k | 51.07 |
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| Angel Oak Funds Trust Income Etf (CARY) | 1.9 | $44M | +3% | 2.1M | 20.91 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.9 | $44M | 1.5M | 29.64 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 1.8 | $41M | +7% | 1.1M | 37.86 |
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| Ishares Msci Emrg Chn (EMXC) | 1.6 | $37M | 543k | 67.51 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.5 | $35M | +9% | 744k | 46.81 |
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| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 1.5 | $35M | +26% | 668k | 51.97 |
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| Ishares Gold Tr Ishares New (IAU) | 1.2 | $28M | +8% | 384k | 72.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $27M | NEW | 109k | 243.10 |
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| Coca-Cola Company (KO) | 1.1 | $26M | NEW | 386k | 66.32 |
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| Global X Fds Defense Tech Etf (SHLD) | 1.1 | $25M | NEW | 356k | 70.24 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.0 | $24M | +5% | 93k | 256.45 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $23M | +10% | 119k | 189.70 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 1.0 | $23M | -25% | 510k | 44.01 |
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| Amazon (AMZN) | 0.9 | $22M | NEW | 99k | 219.57 |
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| Microsoft Corporation (MSFT) | 0.9 | $21M | +9883% | 41k | 517.95 |
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| NVIDIA Corporation (NVDA) | 0.9 | $21M | +8440% | 111k | 184.53 |
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| Ishares Tr Mbs Etf (MBB) | 0.9 | $20M | +5% | 211k | 95.15 |
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| Visa Com Cl A (V) | 0.8 | $20M | NEW | 57k | 341.38 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $19M | NEW | 20k | 968.09 |
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| Eli Lilly & Co. (LLY) | 0.8 | $19M | NEW | 24k | 763.00 |
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| Monster Beverage Corp (MNST) | 0.8 | $18M | NEW | 260k | 67.31 |
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| Intuit (INTU) | 0.7 | $17M | NEW | 25k | 682.91 |
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| Abbott Laboratories (ABT) | 0.7 | $17M | NEW | 128k | 133.94 |
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| Palo Alto Networks (PANW) | 0.7 | $17M | NEW | 81k | 206.69 |
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| Apple (AAPL) | 0.7 | $15M | +5970% | 60k | 254.63 |
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| Stryker Corporation (SYK) | 0.7 | $15M | NEW | 41k | 369.67 |
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| Uber Technologies (UBER) | 0.6 | $15M | NEW | 153k | 97.97 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $15M | NEW | 155k | 95.47 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $15M | -51% | 272k | 53.24 |
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| Intercontinental Exchange (ICE) | 0.6 | $14M | NEW | 80k | 168.48 |
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| Netflix (NFLX) | 0.6 | $13M | NEW | 11k | 1198.92 |
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| Lowe's Companies (LOW) | 0.6 | $13M | NEW | 51k | 251.31 |
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| S&p Global (SPGI) | 0.5 | $12M | NEW | 25k | 486.71 |
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| Servicenow (NOW) | 0.5 | $12M | NEW | 13k | 920.28 |
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| Arista Networks Com Shs (ANET) | 0.5 | $12M | NEW | 83k | 145.71 |
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| Take-Two Interactive Software (TTWO) | 0.5 | $12M | NEW | 45k | 258.36 |
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| Zoetis Cl A (ZTS) | 0.5 | $11M | NEW | 77k | 146.32 |
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| Edwards Lifesciences (EW) | 0.5 | $11M | NEW | 136k | 77.77 |
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| Chipotle Mexican Grill (CMG) | 0.5 | $11M | NEW | 268k | 39.19 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.4 | $9.5M | NEW | 213k | 44.48 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $8.9M | NEW | 25k | 352.75 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $8.4M | +6% | 88k | 95.19 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $8.1M | +27% | 93k | 87.31 |
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| J.B. Hunt Transport Services (JBHT) | 0.3 | $7.9M | NEW | 59k | 134.17 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $7.2M | NEW | 29k | 246.60 |
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| Workday Cl A (WDAY) | 0.3 | $6.9M | NEW | 29k | 240.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $6.6M | +18% | 14k | 479.61 |
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| Wisdomtree Tr Artificial Intel (WTAI) | 0.2 | $5.7M | NEW | 198k | 28.56 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $5.6M | -19% | 109k | 51.09 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.2 | $5.4M | -10% | 108k | 50.23 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $5.4M | -10% | 54k | 100.69 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $5.4M | -10% | 106k | 50.73 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.2 | $5.0M | 63k | 80.65 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $4.9M | -11% | 97k | 50.75 |
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| Ishares Tr Msci Global Qual (AQLT) | 0.2 | $3.8M | 140k | 27.12 |
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| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.1 | $3.2M | +29% | 86k | 37.29 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $3.1M | NEW | 29k | 107.44 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $2.9M | +4% | 49k | 60.26 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $2.8M | -6% | 36k | 78.21 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.3M | NEW | 11k | 203.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.2M | 3.7k | 612.46 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.2M | 22k | 100.25 |
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| Corning Incorporated (GLW) | 0.1 | $1.9M | NEW | 23k | 82.03 |
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| Raymond James Financial (RJF) | 0.1 | $1.7M | NEW | 10k | 172.60 |
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| Ishares Msci Germany Etf (EWG) | 0.1 | $1.7M | +9% | 41k | 41.61 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.6M | NEW | 5.3k | 297.91 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $1.6M | NEW | 7.1k | 219.53 |
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| Doordash Cl A (DASH) | 0.1 | $1.5M | NEW | 5.5k | 271.99 |
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| Meta Platforms Cl A (META) | 0.1 | $1.4M | NEW | 2.0k | 734.38 |
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| Pinterest Cl A (PINS) | 0.1 | $1.4M | NEW | 43k | 32.17 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.4M | NEW | 21k | 65.92 |
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| Marvell Technology (MRVL) | 0.1 | $1.4M | NEW | 16k | 84.07 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.4M | NEW | 1.5k | 925.63 |
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| Home Depot (HD) | 0.1 | $1.3M | NEW | 3.3k | 405.19 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.3M | NEW | 40k | 31.91 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.3M | -96% | 11k | 113.88 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.2M | NEW | 43k | 29.11 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | 1.8k | 669.30 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $1.2M | NEW | 4.2k | 287.06 |
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| Aptiv Com Shs (APTV) | 0.1 | $1.2M | NEW | 13k | 86.22 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.2M | NEW | 12k | 93.37 |
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| Broadridge Financial Solutions (BR) | 0.0 | $1.1M | NEW | 4.8k | 238.17 |
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| Transunion (TRU) | 0.0 | $1.1M | NEW | 13k | 83.78 |
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| Ametek (AME) | 0.0 | $1.1M | NEW | 5.8k | 188.00 |
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| Corpay Com Shs (CPAY) | 0.0 | $1.1M | NEW | 3.7k | 288.06 |
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| Alcon Ord Shs (ALC) | 0.0 | $1.0M | NEW | 14k | 74.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.0M | NEW | 4.1k | 243.55 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $983k | +24% | 9.2k | 106.49 |
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| Teradyne (TER) | 0.0 | $968k | NEW | 7.0k | 137.64 |
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| Oracle Corporation (ORCL) | 0.0 | $938k | NEW | 3.3k | 281.24 |
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| TJX Companies (TJX) | 0.0 | $921k | NEW | 6.4k | 144.54 |
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| Copart (CPRT) | 0.0 | $918k | NEW | 20k | 44.97 |
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| Primo Brands Corporation Class A Com Shs (PRMB) | 0.0 | $913k | NEW | 41k | 22.10 |
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| Abbvie (ABBV) | 0.0 | $868k | NEW | 3.7k | 231.54 |
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| Globus Med Cl A (GMED) | 0.0 | $851k | NEW | 15k | 57.27 |
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| Euronet Worldwide (EEFT) | 0.0 | $842k | NEW | 9.6k | 87.81 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $830k | NEW | 5.2k | 159.70 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $794k | NEW | 12k | 68.08 |
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| Church & Dwight (CHD) | 0.0 | $771k | NEW | 8.8k | 87.63 |
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| Truist Financial Corp equities (TFC) | 0.0 | $673k | NEW | 15k | 45.72 |
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| Global Payments (GPN) | 0.0 | $643k | NEW | 7.7k | 83.08 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $576k | 864.00 | 666.18 |
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| Birkenstock Holding Com Shs (BIRK) | 0.0 | $564k | NEW | 13k | 45.25 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $559k | -14% | 11k | 50.59 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $543k | +8% | 12k | 46.93 |
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| Procter & Gamble Company (PG) | 0.0 | $540k | NEW | 3.5k | 153.65 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $513k | NEW | 3.7k | 139.67 |
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| AmerisourceBergen (COR) | 0.0 | $501k | NEW | 1.6k | 312.53 |
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| Johnson & Johnson (JNJ) | 0.0 | $479k | NEW | 2.6k | 185.42 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $450k | -6% | 4.0k | 112.75 |
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| Cisco Systems (CSCO) | 0.0 | $449k | NEW | 6.6k | 68.42 |
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| Pepsi (PEP) | 0.0 | $447k | NEW | 3.2k | 140.44 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.0 | $436k | -94% | 8.7k | 50.35 |
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| Qualcomm (QCOM) | 0.0 | $419k | NEW | 2.5k | 166.36 |
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| McDonald's Corporation (MCD) | 0.0 | $416k | NEW | 1.4k | 303.89 |
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| Electronic Arts (EA) | 0.0 | $387k | NEW | 1.9k | 201.70 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $381k | -66% | 2.0k | 186.49 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $371k | +6% | 7.5k | 49.46 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $367k | NEW | 2.4k | 154.23 |
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| Amphenol Corp Cl A (APH) | 0.0 | $362k | NEW | 2.9k | 123.75 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $347k | -99% | 1.8k | 195.86 |
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| Wal-Mart Stores (WMT) | 0.0 | $341k | NEW | 3.3k | 103.06 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $338k | -79% | 1.1k | 307.86 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $272k | NEW | 1.3k | 208.71 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $254k | NEW | 4.1k | 62.47 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $240k | 2.7k | 89.37 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $235k | 2.5k | 95.14 |
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| Colgate-Palmolive Company (CL) | 0.0 | $205k | NEW | 2.6k | 79.94 |
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Past Filings by Advocacy Wealth Management
SEC 13F filings are viewable for Advocacy Wealth Management going back to 2012
- Advocacy Wealth Management 2025 Q3 filed Nov. 14, 2025
- Advocacy Wealth Management Services 2025 Q2 filed Aug. 13, 2025
- Advocacy Wealth Management Services 2025 Q1 filed May 6, 2025
- Advocacy Wealth Management Services 2024 Q4 filed Feb. 14, 2025
- Advocacy Wealth Management Services 2024 Q3 filed Oct. 31, 2024
- Advocacy Wealth Management Services 2024 Q2 filed July 10, 2024
- Advocacy Wealth Management Services 2024 Q1 filed April 15, 2024
- Advocacy Wealth Management Services 2023 Q4 filed Jan. 23, 2024
- Advocacy Wealth Management Services 2023 Q3 filed Oct. 26, 2023
- Advocacy Wealth Management Services 2023 Q2 filed July 20, 2023
- Advocacy Wealth Management Services 2023 Q1 filed April 14, 2023
- Advocacy Wealth Management Services 2022 Q4 filed Jan. 27, 2023
- Advocacy Wealth Management Services 2022 Q3 filed Oct. 6, 2022
- Advocacy Wealth Management Services 2022 Q2 filed July 6, 2022
- Advocacy Wealth Management Services 2022 Q1 filed April 4, 2022
- Advocacy Wealth Management Services 2021 Q4 filed Jan. 5, 2022