Advocacy Wealth Management Services
Latest statistics and disclosures from Advocacy Wealth Management Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, OVB, USMV, OVL, FIXD, and represent 70.15% of Advocacy Wealth Management Services's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$13M), XLSR (+$7.6M), OVB (+$5.3M), FIXD, USMV, IWF, IEMG, OVM, IVV, SPY.
- Started 19 new stock positions in VBK, SHOP, MSFT, SPY, DEM, PYPL, PAVE, DBEF, CGC, AZO. VO, APHA, SQ, XLSR, VGK, TSLA, PLD, EEM, IDV.
- Reduced shares in these 10 stocks: Spdr Ssga U.s. Sector Rotation Etf etf (-$7.1M), CHIS (-$5.1M), OVL, ARKG, CHIX, KBWB, IUSV, IEI, SPUS, PBS.
- Sold out of its positions in Spdr Ssga U.s. Sector Rotation Etf etf, XOM, HON, IEP, EWG, IUSV, HLAL, TJX, SPSK, SPUS.
- Advocacy Wealth Management Services was a net buyer of stock by $15M.
- Advocacy Wealth Management Services has $668M in assets under management (AUM), dropping by 7.63%.
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Portfolio Holdings for Advocacy Wealth Management Services
Companies in the Advocacy Wealth Management Services portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core Us Aggbd Et (AGG) | 21.3 | $143M | +10% | 1.2M | 118.19 | |
Listed Fd Tr Shares Core Bd (OVB) | 14.6 | $97M | +5% | 3.7M | 26.52 | |
Ishares Tr Msci Usa Min Vol (USMV) | 13.4 | $90M | +5% | 1.3M | 67.88 | |
Listed Fd Tr Shares Lag Cap (OVL) | 12.2 | $82M | -4% | 2.6M | 31.90 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 8.7 | $58M | +9% | 1.1M | 54.73 | |
Listed Fd Tr Shares Muni Db (OVM) | 3.9 | $26M | +6% | 1.0M | 25.80 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $19M | 55k | 343.68 | ||
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 2.4 | $16M | -7% | 315k | 50.38 | |
Ishares Tr Expanded Tech (IGV) | 2.4 | $16M | -2% | 45k | 354.10 | |
Fidelity Covington Trust Consmr Staples (FSTA) | 1.8 | $12M | +3% | 300k | 40.68 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.6 | $11M | +31% | 44k | 241.15 | |
Ishares U S Etf Tr Technology (IETC) | 1.5 | $10M | 216k | 47.53 | ||
Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 1.1 | $7.6M | NEW | 187k | 40.36 | |
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) | 1.0 | $6.9M | +6% | 96k | 71.39 | |
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J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 1.0 | $6.8M | -4% | 135k | 50.79 | |
Ark Etf Tr Genomic Rev Etf (ARKG) | 1.0 | $6.7M | -34% | 72k | 93.27 | |
Ishares Tr Ultr Sh Trm Bd (ICSH) | 0.9 | $6.2M | -3% | 124k | 50.52 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.9 | $6.1M | 60k | 102.04 | ||
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.9 | $6.1M | 121k | 50.58 | ||
Spdr Ser Tr Hlth Cr Equip (XHE) | 0.7 | $4.7M | -3% | 42k | 113.84 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.9M | +30% | 10k | 375.41 | |
Etf Managers Tr Wedbush Vid Game (GAMR) | 0.6 | $3.8M | -8% | 48k | 78.95 | |
Invesco Exchange Traded Fd T Dynmc Media (PBS) | 0.6 | $3.7M | -14% | 80k | 46.09 | |
Global X Fds Social Med Etf (SOCL) | 0.6 | $3.7M | -13% | 60k | 61.78 | |
Vaneck Vectors Etf Tr Agribusiness Etf (MOO) | 0.4 | $2.8M | -3% | 36k | 77.89 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.4 | $2.8M | 61k | 46.09 | ||
Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $2.3M | +30% | 33k | 69.08 | |
Ishares Core Msci Emkt (IEMG) | 0.3 | $2.3M | +263% | 37k | 62.04 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $2.1M | -24% | 16k | 132.97 | |
Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.4M | +34% | 7.8k | 178.39 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $1.3M | 17k | 73.39 | ||
Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $801k | -18% | 26k | 31.40 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $668k | 11k | 61.05 | ||
Listed Fd Tr Shares Foreign (OVF) | 0.1 | $654k | -7% | 25k | 25.72 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $620k | NEW | 1.7k | 373.72 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $470k | +9% | 4.0k | 117.24 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $426k | -19% | 6.9k | 61.81 | |
Listed Fd Tr Shares Sml Cap (OVS) | 0.1 | $416k | -8% | 14k | 29.93 | |
Home Depot (HD) | 0.1 | $390k | 1.5k | 265.31 | ||
Flexshares Tr Discp Dur Mbs (MBSD) | 0.1 | $376k | -44% | 16k | 24.03 | |
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $355k | -18% | 8.7k | 40.74 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $256k | 2.4k | 108.20 | ||
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $135k | NEW | 506.00 | 266.80 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $129k | 1.7k | 75.75 | ||
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $120k | 1.4k | 88.50 | ||
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $117k | NEW | 567.00 | 206.35 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $113k | -14% | 359.00 | 314.76 | |
Spdr Ser Tr Spdr Bloomberg (BIL) | 0.0 | $99k | 1.1k | 91.67 | ||
Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $93k | 1.4k | 68.13 | ||
Apple (AAPL) | 0.0 | $90k | -2% | 679.00 | 132.55 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $88k | 2.9k | 30.66 | ||
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $83k | 856.00 | 96.96 | ||
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $76k | 913.00 | 83.24 | ||
Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $68k | 2.0k | 34.00 | ||
Disney Walt Com Disney (DIS) | 0.0 | $60k | 332.00 | 180.72 | ||
AFLAC Incorporated (AFL) | 0.0 | $53k | 1.2k | 44.17 | ||
Global X Fds Msci China Con (CHIS) | 0.0 | $48k | -99% | 1.4k | 34.73 | |
Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.0 | $48k | 1.0k | 45.89 | ||
Select Sector Spdr Tr Technology (XLK) | 0.0 | $44k | 341.00 | 129.03 | ||
Ishares Tr Mbs Etf (MBB) | 0.0 | $40k | 361.00 | 110.80 | ||
Broadcom (AVGO) | 0.0 | $37k | 85.00 | 435.29 | ||
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $36k | 513.00 | 70.18 | ||
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $35k | NEW | 679.00 | 51.55 | |
Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $34k | NEW | 1.0k | 33.30 | |
Phillips 66 (PSX) | 0.0 | $33k | 470.00 | 70.21 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $33k | 290.00 | 113.79 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $32k | 18.00 | 1777.78 | ||
Verizon Communications (VZ) | 0.0 | $31k | 526.00 | 58.94 | ||
Cisco Systems (CSCO) | 0.0 | $31k | +6% | 682.00 | 45.45 | |
Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $30k | -17% | 201.00 | 149.25 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $29k | -14% | 263.00 | 110.27 | |
Starwood Property Trust (STWD) | 0.0 | $29k | 1.5k | 19.33 | ||
Prospect Capital Corporation (PSEC) | 0.0 | $28k | 5.1k | 5.49 | ||
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $28k | 174.00 | 160.92 | ||
ConocoPhillips (COP) | 0.0 | $27k | 679.00 | 39.76 | ||
Chubb (CB) | 0.0 | $27k | 177.00 | 152.54 | ||
FedEx Corporation (FDX) | 0.0 | $27k | 104.00 | 259.62 | ||
Coca-Cola Company (KO) | 0.0 | $25k | 451.00 | 55.43 | ||
Citigroup Com New (C) | 0.0 | $24k | 386.00 | 62.18 | ||
Johnson & Johnson (JNJ) | 0.0 | $24k | 150.00 | 160.00 | ||
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $23k | 256.00 | 89.84 | ||
JPMorgan Chase & Co. (JPM) | 0.0 | $22k | 177.00 | 124.29 | ||
Booking Holdings (BKNG) | 0.0 | $22k | 10.00 | 2200.00 | ||
Hca Holdings (HCA) | 0.0 | $22k | -15% | 136.00 | 161.76 | |
Lincoln National Corporation (LNC) | 0.0 | $22k | -16% | 438.00 | 50.23 | |
Global X Fds Msci China Fincl (CHIX) | 0.0 | $21k | -99% | 1.4k | 15.05 | |
Us Bancorp Del Com New (USB) | 0.0 | $21k | 450.00 | 46.67 | ||
American Express Company (AXP) | 0.0 | $21k | -22% | 175.00 | 120.00 | |
Ptc Therapeutics I (PTCT) | 0.0 | $21k | 350.00 | 60.00 | ||
Ss&c Technologies Holding (SSNC) | 0.0 | $20k | 273.00 | 73.26 | ||
Facebook Cl A (FB) | 0.0 | $19k | 68.00 | 279.41 | ||
Applied Materials (AMAT) | 0.0 | $19k | 215.00 | 88.37 | ||
Progressive Corporation (PGR) | 0.0 | $19k | +43% | 197.00 | 96.45 | |
Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $19k | NEW | 472.00 | 40.25 | |
Stanley Black & Decker (SWK) | 0.0 | $18k | 102.00 | 176.47 | ||
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $18k | 113.00 | 159.29 | ||
Tyson Foods Cl A (TSN) | 0.0 | $18k | +37% | 281.00 | 64.06 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $18k | NEW | 303.00 | 59.41 | |
Chevron Corporation (CVX) | 0.0 | $17k | 198.00 | 85.86 | ||
Cbre Group Cl A (CBRE) | 0.0 | $17k | 279.00 | 60.93 | ||
Bausch Health Companies (BHC) | 0.0 | $15k | 700.00 | 21.43 | ||
General Dynamics Corporation (GD) | 0.0 | $15k | 98.00 | 153.06 | ||
Merck & Co (MRK) | 0.0 | $15k | 188.00 | 79.79 | ||
Wisdomtree Tr Cboe S&p 500 (PUTW) | 0.0 | $14k | 503.00 | 27.83 | ||
Select Sector Spdr Tr Communication (XLC) | 0.0 | $14k | 201.00 | 69.65 | ||
Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $13k | NEW | 625.00 | 20.80 | |
Capital One Financial (COF) | 0.0 | $13k | -27% | 136.00 | 95.59 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $12k | 173.00 | 69.36 | ||
AmerisourceBergen (ABC) | 0.0 | $12k | 122.00 | 98.36 | ||
Bristol Myers Squibb (BMY) | 0.0 | $12k | 200.00 | 60.00 | ||
AutoZone (AZO) | 0.0 | $12k | NEW | 10.00 | 1200.00 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $12k | 61.00 | 196.72 | ||
Intel Corporation (INTC) | 0.0 | $11k | 223.00 | 49.33 | ||
Mondelez Intl Cl A (MDLZ) | 0.0 | $11k | -32% | 189.00 | 58.20 | |
John Hancock Tax-Advantage Dvd Incom (HTD) | 0.0 | $11k | 500.00 | 22.00 | ||
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $11k | 102.00 | 107.84 | ||
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $10k | 221.00 | 45.25 | ||
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $10k | 62.00 | 161.29 | ||
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $9.0k | 127.00 | 70.87 | ||
At&t (T) | 0.0 | $8.0k | 294.00 | 27.21 | ||
Tesla Motors (TSLA) | 0.0 | $8.0k | NEW | 12.00 | 666.67 | |
Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $8.0k | 69.00 | 115.94 | ||
Paypal Holdings (PYPL) | 0.0 | $7.0k | NEW | 31.00 | 225.81 | |
Southern Company (SO) | 0.0 | $7.0k | 113.00 | 61.95 | ||
Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.0 | $7.0k | 386.00 | 18.13 | ||
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $6.0k | 109.00 | 55.05 | ||
Advisorshares Tr Newflt Mulsinc (MINC) | 0.0 | $6.0k | 121.00 | 49.59 | ||
Ishares Tr U.s. Fixed Incme (FIBR) | 0.0 | $6.0k | 62.00 | 96.77 | ||
Microsoft Corporation (MSFT) | 0.0 | $6.0k | NEW | 26.00 | 230.77 | |
Prologis (PLD) | 0.0 | $5.0k | NEW | 55.00 | 90.91 | |
Snap Cl A (SNAP) | 0.0 | $5.0k | 100.00 | 50.00 | ||
Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $5.0k | NEW | 175.00 | 28.57 | |
Amazon (AMZN) | 0.0 | $3.0k | 1.00 | 3000.00 | ||
Synovus Finl Corp Com New (SNV) | 0.0 | $3.0k | 100.00 | 30.00 | ||
Shopify Cl A (SHOP) | 0.0 | $2.0k | NEW | 2.00 | 1000.00 | |
Square Cl A (SQ) | 0.0 | $2.0k | NEW | 10.00 | 200.00 | |
Nokia Corp Sponsored Adr (NOK) | 0.0 | $2.0k | 560.00 | 3.57 | ||
Wal-Mart Stores (WMT) | 0.0 | $1.0k | 4.00 | 250.00 | ||
Nike CL B (NKE) | 0.0 | $1.0k | 4.00 | 250.00 | ||
Walgreen Boots Alliance (WBA) | 0.0 | $0 | 3.00 | 0.00 | ||
Under Armour CL C (UA) | 0.0 | $0 | 4.00 | 0.00 | ||
Canopy Gro (CGC) | 0.0 | $0 | NEW | 8.00 | 0.00 | |
Aphria Inc foreign (APHA) | 0.0 | $0 | NEW | 30.00 | 0.00 | |
Peregrine Pharmaceuticals (CDMO) | 0.0 | $0 | 1.00 | 0.00 |
Past Filings by Advocacy Wealth Management Services
SEC 13F filings are viewable for Advocacy Wealth Management Services going back to 2012
- Advocacy Wealth Management Services 2020 Q4 filed Jan. 6, 2021
- Advocacy Wealth Management Services 2020 Q3 filed Oct. 2, 2020
- Advocacy Wealth Management Services 2020 Q2 filed July 2, 2020
- Advocacy Wealth Management Services 2020 Q1 filed April 2, 2020
- Advocacy Wealth Management Services 2019 Q4 filed Jan. 6, 2020
- Advocacy Wealth Management Services 2019 Q3 filed Oct. 2, 2019
- Advocacy Wealth Management Services 2019 Q2 filed July 5, 2019
- Advocacy Wealth Management Services 2019 Q1 filed April 2, 2019
- Advocacy Wealth Management Services 2018 Q4 filed Jan. 7, 2019
- Advocacy Wealth Management Services 2018 Q3 filed Oct. 9, 2018
- Advocacy Wealth Management Services 2018 Q2 filed July 9, 2018
- Advocacy Wealth Management Services 2018 Q1 filed April 12, 2018
- Advocacy Wealth Management Services 2017 Q4 filed Jan. 12, 2018
- Advocacy Wealth Management Services 2017 Q3 filed Oct. 13, 2017
- Advocacy Wealth Management Services 2017 Q2 filed July 18, 2017
- Advocacy Wealth Management Services 2017 Q1 filed April 24, 2017