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Advocacy Wealth Management Services

Latest statistics and disclosures from Advocacy Wealth Management Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SPDW, LDUR, IVW, DYNF, and represent 45.83% of Advocacy Wealth Management Services's stock portfolio.
Added to shares of these 10 stocks: SCHM (+$35M), VB (+$24M), UFIV (+$17M), EFG (+$16M), MTUM (+$15M), SPIB (+$14M), MTBA (+$7.7M), IAU (+$6.3M), EMXC (+$5.1M), DYNF (+$5.1M).
Started 13 new stock positions in HYDB, FLIN, RSP, MTBA, UFIV, KBWB, FDIS, AQLT, MTUM, SPIB. XOM, IAU, VB.
Reduced shares in these 10 stocks: DMBS (-$39M), SPLG (-$32M), , FLEE, DGRO, SPDW, VONV, USMV, CARY, IQLT.
Sold out of its positions in FSTA, FLEE, SLQD, IQLT, DGRO, IGEB, OVLH, NANR, SPSB, XLV.
Advocacy Wealth Management Services was a net buyer of stock by $86M.
Advocacy Wealth Management Services has $1.3B in assets under management (AUM), dropping by 3.24%.
Central Index Key (CIK): 0001569452

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Portfolio Holdings for Advocacy Wealth Management Services

Advocacy Wealth Management Services holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	22.5	$296M	-9%	4.3M	68.94	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	6.7	$89M		2.6M	34.13	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	5.9	$78M		819k	94.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.6	$73M	+4%	719k	101.53	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.1	$67M	+8%	1.3M	51.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.0	$65M	+5%	367k	178.08	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	4.9	$65M		2.5M	26.19	View chart
Ishares Msci Emrg Chn (EMXC)	4.5	$59M	+9%	1.1M	55.45	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.5	$46M	+303%	1.7M	27.71	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.4	$44M	+53%	459k	96.83	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.3	$44M	-2%	867k	50.47	View chart
Ishares Tr Eafe Value Etf (EFV)	3.2	$42M	+5%	798k	52.47	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	2.8	$37M		729k	51.10	View chart
Angel Oak Funds Trust Income Etf (CARY)	2.8	$37M	-2%	1.8M	20.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.5	$33M	+9%	175k	190.88	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.1	$27M	+6%	172k	159.52	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.9	$25M	+10%	473k	52.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.8	$24M	NEW	99k	240.28	View chart
Ishares Tr Mbs Etf (MBB)	1.7	$23M	+8%	245k	91.68	View chart
RBB Us Treas 5 Yr Nt (UFIV)	1.3	$17M	NEW	362k	47.81	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.2	$15M	NEW	73k	206.92	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	1.0	$14M	NEW	412k	32.76	View chart
Ishares Tr Us Infrastruc (IFRA)	0.8	$10M	+4%	218k	46.29	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.6	$7.7M	NEW	155k	49.69	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$6.8M	+4%	76k	89.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$6.4M		12k	538.82	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$6.3M	NEW	127k	49.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$5.9M		14k	410.44	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$5.1M	-14%	100k	50.88	View chart
Ishares Tr Ultra Short-term (ICSH)	0.4	$4.6M	-7%	92k	50.43	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$4.6M	-7%	92k	50.11	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$4.6M	-7%	46k	100.34	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$4.6M	-7%	91k	50.37	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$4.5M		63k	71.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.2M	NEW	18k	175.23	View chart
Ishares Tr Msci Global Qual (AQLT)	0.2	$3.2M	NEW	131k	24.16	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$2.9M	+13%	111k	25.92	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$2.8M		11k	269.70	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$2.5M		47k	54.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.4M		25k	96.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.1M	+163%	16k	70.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.1M	+9%	1.9k	588.68	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$788k		7.4k	106.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$499k		852.00	586.08	View chart
Exxon Mobil Corporation (XOM)	0.0	$429k	NEW	4.0k	107.57	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.0	$417k	NEW	6.4k	65.35	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$402k	NEW	4.1k	97.46	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.0	$401k	NEW	11k	37.90	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$331k	NEW	7.0k	47.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$280k	-81%	3.2k	88.79	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$277k	-81%	3.4k	81.25	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.0	$261k	-99%	5.4k	48.10	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$228k	-13%	4.8k	47.26	View chart

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 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
Advocacy Wealth Management Services 2021 Q3 filed Oct. 5, 2021
Advocacy Wealth Management Services 2021 Q2 filed July 2, 2021
Advocacy Wealth Management Services 2021 Q1 filed April 5, 2021

View all past filings

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