Name Advocacy Wealth Management Services

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

Companies in the Advocacy Wealth Management Services portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Newfleet Multi-sector Income E 21.36 1.10M +43% 48.72
First Tr Exchange Traded Fd fst low mtg etf 14.24 688897 +44% 51.99
First Tr Exchange-traded Fd cmn 12.13 621722 +38% 49.06
Ishares U S Etf Tr fxd inc bl etf 10.16 253405 +169% 100.88
Mortgage Reit Index real 8.58 460547 +23% 46.84
Eaton Vance Tax Managed Diversified Eq. (ETY) 7.09 1.53M +14% 11.66
Eaton Vance Limited Duration Income Fund (EVV) 6.84 1.23M +56% 14.03
Voya Global Eq Div & Pr Opp Fd 6.22 1.94M +26% 8.08
Alerian Mlp Etf(amlp) 6.15 1.38M +99% 11.22
Vanguard Total World Stock Idx Fd (VT) 1.38 48998 +100% 70.74
Ishares Tr eafe min volat 0.56 19899 -88% 71.06
Powershares Etf Tr Ii s&p600 lovl pt 0.43 23697 -87% 45.96
Ishares Inc em mkt min vol 0.41 17843 -88% 58.12
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.24 5890 +1540% 101.87
Ishares Tr yld optim bd 0.24 24452 -9% 25.15
Ishares Tr Global Reit Etf 0.22 21898 NEW 25.57
CBIZ (CBZ) 0.19 30000 16.27
Ishares Inc ctr wld minvl 0.12 3772 -2% 81.39
Home Depot (HD) 0.11 1710 +3% 163.74
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.09 2056 106.03
Vanguard Short Term Corporate Bond ETF (VCSH) 0.09 2708 +100% 79.76
AT&T; (T) 0.08 5375 +4% 39.26
TransMontaigne Partners (TLP) 0.08 4500 +95% 42.73
WisdomTree Intl. SmallCap Div Fd. (DLS) 0.08 2730 +100% 73.99
Vaneck Vectors Etf Tr mtg reit income 0.08 8000 +88% 25.38
iShares Russell Midcap Value Index (IWS) 0.06 1862 84.85
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.06 1391 -95% 110.71
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.06 1790 +100% 88.27
Verizon Communications (VZ) 0.05 2618 +178% 49.28
Apple (AAPL) 0.05 857 -35% 154.03
Illumina (ILMN) 0.05 600 200.00
Suburban Propane Partners (SPH) 0.05 5300 +112% 26.00
SPDR S&P; Dividend (SDY) 0.05 1456 +100% 90.66
Ishares Core Msci Eafe Etf core msci eafe 0.05 1878 +30% 64.43
Corning Incorporated (GLW) 0.04 3201 29.99
Starwood Property Trust (STWD) 0.04 5000 +100% 21.60
U.S. Ban (USB) 0.04 1920 +100% 53.12
Suntrust Banks Inc $1.00 Par Cmn 0.04 1706 +92% 60.23
Johnson & Johnson (JNJ) 0.04 801 129.84
AFLAC Incorporated (AFL) 0.04 1100 81.82
Vector (VGR) 0.04 4518 +104% 20.31
WisdomTree Intl. LargeCap Div Fd (DOL) 0.04 2091 49.74
WisdomTree SmallCap Earnings Fund (EES) 0.04 3087 NEW 32.07
WisdomTree SmallCap Dividend Fund (DES) 0.04 1195 NEW 80.33
Nuveen Nasdaq 100 Dynamic Over 0.04 4278 -17% 22.21
Waste Management (WM) 0.03 1000 +100% 78.00
Consolidated Edison (ED) 0.03 925 81.08
ConocoPhillips (COP) 0.03 1679 -8% 50.03
AllianceBernstein Holding (AB) 0.03 3150 -16% 24.44
AmeriGas Partners (APU) 0.03 1600 -5% 45.00
iShares S&P; 100 Index (OEF) 0.03 789 111.53
BlackRock Credit All Inc Trust IV (BTZ) 0.03 6105 -98% 13.60
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SCPB) 0.03 2870 -99% 30.66
Hasbro (HAS) 0.02 500 98.00
Taiwan Semiconductor Mfg (TSM) 0.02 1014 +100% 37.48
JPMorgan Chase & Co. (JPM) 0.02 418 95.69
Coca-Cola Company (KO) 0.02 1051 44.72
Walt Disney Company (DIS) 0.02 545 -5% 99.08
General Electric Company (GE) 0.02 2377 -15% 23.98
Bristol Myers Squibb (BMY) 0.02 600 63.33
Cisco Systems (CSCO) 0.02 1360 33.82
Western Digital (WDC) 0.02 450 +85% 86.96
AstraZeneca (AZN) 0.02 1800 33.89
Lockheed Martin Corporation (LMT) 0.02 200 310.00
Starbucks Corporation (SBUX) 0.02 1000 +66% 52.50
Clorox Company (CLX) 0.02 300 133.33
Hill-Rom Holdings (HRC) 0.02 700 -13% 74.29
Prospect Capital Corporation (PSEC) 0.02 8200 -5% 6.71
iShares Lehman Aggregate Bond (AGG) 0.02 380 -99% 110.53
Putnam Master Int. Income (PIM) 0.02 12462 -98% 4.73
Tesla Motors (TSLA) 0.02 120 +166% 333.33
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 0.02 422 -99% 109.00
iShares Barclays Credit Bond Fund (CFT) 0.02 382 -99% 112.57
SPDR Morgan Stanley Technology (MTK) 0.02 630 79.37
WisdomTree LargeCap Dividend Fund (DLN) 0.02 612 +100% 88.24
inv grd crp bd 0.02 578 105.54
SPDR Barclay Cp Intr Trm Cr Bd (ITR) 0.02 1528 -99% 34.69
Phillips 66 0.02 510 92.16
Flexshares Tr qualt divd idx 0.02 942 42.46
Alps Etf Tr Riverfrnt Str Inc etf - fixed in 0.02 1817 NEW 25.32
Goldman Sachs Etf Tr 0.02 1159 50.04
Agnc Invt Corp Com reit 0.02 2600 -7% 21.54
Annaly Capital Management (NLY) 0.01 2300 12.17
Goldman Sachs (GS) 0.01 68 +38% 235.29
State Street Corporation (STT) 0.01 363 +185% 94.49
American Express Company (AXP) 0.01 249 92.37
Bank of America Corporation (BAC) 0.01 500 26.00
Lincoln National Corporation (LNC) 0.01 283 -18% 74.20
Blackstone (BX) 0.01 1000 33.00
Cabot Oil & Gas Corporation (COG) 0.01 847 27.15
FedEx Corporation (FDX) 0.01 83 228.92
Wal-Mart Stores (WMT) 0.01 200 +100% 80.00
Tractor Supply Company (TSCO) 0.01 296 +100% 60.81
Chevron Corporation (CVX) 0.01 318 116.35
SPDR S&P; 500 ETF (SPY) 0.01 100 -93% 250.00
3M Company (MMM) 0.01 100 210.00
Cracker Barrel Old Country Store (CBRL) 0.01 100 150.00
Kimberly-Clark Corporation (KMB) 0.01 300 116.67
Stanley Black & Decker (SWK) 0.01 184 +39% 151.52
Union Pacific Corporation (UNP) 0.01 291 +80% 117.65
V.F. Corporation (VFC) 0.01 440 +645% 67.80
Intel Corporation (INTC) 0.01 486 -10% 39.09
International Paper Company (IP) 0.01 229 56.77
Xilinx (XLNX) 0.01 200 +100% 70.00
Valero Energy Corporation (VLO) 0.01 350 +100% 74.29
Thermo Fisher Scientific (TMO) 0.01 187 +58% 186.44
Capital One Financial (COF) 0.01 292 85.62
Diageo (DEO) 0.01 100 130.00
Honeywell International (HON) 0.01 191 141.36
Merck & Co (MRK) 0.01 405 -10% 64.20
Procter & Gamble Company (PG) 0.01 350 91.43
Royal Dutch Shell (RDS.A) 0.01 283 60.07
Royal Dutch Shell (RDS.B) 0.01 200 65.00
Stryker Corporation (SYK) 0.01 96 135.42
United Technologies Corporation (UTX) 0.01 220 +37% 116.67
American Electric Power Company (AEP) 0.01 350 71.43
iShares S&P; 500 Index (IVV) 0.01 126 253.97
Illinois Tool Works (ITW) 0.01 100 150.00
Magna Intl Inc cl a 0.01 513 52.63
Oracle Corporation (ORCL) 0.01 678 48.67
Gladstone Capital Corporation (GLAD) 0.01 1500 9.33
Ares Capital Corporation (ARCC) 0.01 1000 16.00
Martin Midstream Partners (MMLP) 0.01 1300 15.38
BorgWarner (BWA) 0.01 522 51.72
Holly Energy Partners (HEP) 0.01 600 -33% 33.33
Flowers Foods (FLO) 0.01 1722 18.58
PowerShares QQQ Trust, Series 1 (QQQQ) 0.01 201 144.28
Blackrock Kelso Capital (BKCC) 0.01 2100 7.62
Pinnacle West Capital Corporation (PNW) 0.01 300 83.33
iShares Dow Jones US Real Estate (IYR) 0.01 171 -99% 81.87
Valeant Pharmaceuticals Int (VRX) 0.01 1400 +100% 14.29
iShares Dow Jones US Health Care (IHF) 0.01 87 149.43
iShares Dow Jones Select Dividend (DVY) 0.01 237 -99% 92.83
iShares MSCI EAFE Value Index (EFV) 0.01 669 55.31
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.01 1500 15.33
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.01 163 104.29
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.01 400 -96% 40.00
iShares MSCI EAFE Growth Index (EFG) 0.01 233 77.25
Cheniere Energy Partners (CQP) 0.01 700 28.57
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.01 2650 -19% 9.43
iShares Dow Jones US Financial Svc. (IYG) 0.01 261 118.77
PowerShrs CEF Income Cmpst Prtfl (PCEF) 0.01 1000 24.00
Ubs Ag Jersey Brh Alerian Infrst 0.01 1307 +275% 25.86
Aberdeen Israel Fund (ISL) 0.01 1200 NEW 20.83
Pembina Pipeline Corp 0.01 850 35.29
Claymore Exchange-traded Fd gugg crp bd 2017 0.01 1525 22.30
Hollyfrontier Corp 0.01 406 36.95
Clovis Oncology 0.01 200 80.00
Ishares Tr usa min vo 0.01 263 -99% 49.43
Duke Energy 0.01 266 -42% 82.71
Claymore Exchange Trd Fd Tr gug bull2020 e 0.01 1500 21.33
Claymore Exchange Trd Fd Tr gug bull2018 e 0.01 1100 20.91
Puma Biotechnology Inc Common Stock 0.01 200 120.00
Mondelez Int 0.01 370 -11% 40.54
Ishares Inc core msci emkt 0.01 380 55.26
Cvr Refng 0.01 2000 10.00
First Tr Exchange Traded Fd senior ln fd 0.01 562 NEW 48.04
Ssga Active Etf Tr blkstn gsosrln 0.01 371 48.52
Claymore Exchange Trd Fd Tr gugg bulsh 2021 0.01 1000 21.00
Wisdomtree Tr itl hdg div gt 0.01 664 +100% 30.12
Alibaba Group Holding Ltd Spon 0.01 200 175.00
Juno Therapeutics 0.01 400 45.00
Medtronic 0.01 189 +50% 79.37
Alphabet Inc Class A cs 0.01 29 -25% 965.52
Archrock Partners 0.01 1000 14.00
Chubb 0.01 109 146.79
Wisdomtree Cboe S&p 500 Putwri 0.01 685 NEW 29.20
Public Storage, Series B, 5.40% stock 0.01 474 NEW 27.43
Public Storage, Series D, 4.95% stock 0.01 510 NEW 25.49
Vaneck Vectors Etf Tr green bd etf 0.01 1164 NEW 26.63
Federal Agric Mtg Corp Pfd C Fix To Flt 0.01 845 NEW 28.40
Microsoft Corporation (MSFT) 0.00 160 75.00
Broadridge Financial Solutions (BR) 0.00 89 78.65
Berkshire Hathaway (BRK.B) 0.00 35 171.43
Exxon Mobil Corporation (XOM) 0.00 150 -40% 80.00
Republic Services (RSG) 0.00 139 64.75
Abbott Laboratories (ABT) 0.00 100 50.00
Pfizer (PFE) 0.00 342 NEW 35.09
Health Care SPDR (XLV) 0.00 118 NEW 84.75
Teva Pharmaceutical Industries (TEVA) 0.00 200 +100% 20.00
Great Plains Energy Incorporated (GXP) 0.00 409 29.34
Cardinal Health (CAH) 0.00 100 70.00
Carnival Corporation (CCL) 0.00 69 57.97
Genuine Parts Company (GPC) 0.00 64 93.75
Paychex (PAYX) 0.00 81 61.73
SYSCO Corporation (SYY) 0.00 200 +100% 50.00
T. Rowe Price (TROW) 0.00 74 94.59
Transocean Ltd. 0.00 500 NEW 12.00
Interpublic Group of Companies (IPG) 0.00 174 22.99
Amgen (AMGN) 0.00 50 180.00
Marsh & McLennan Companies (MMC) 0.00 106 84.91
Parker-Hannifin Corporation (PH) 0.00 43 -61% 186.05
Pepsi (PEP) 0.00 40 100.00
Target Corporation (TGT) 0.00 128 +100% 62.50
Texas Instruments Incorporated (TXN) 0.00 26 NEW 76.92
Buckeye Partners (BPL) 0.00 200 55.00
Southern Company (SO) 0.00 200 50.00
General Dynamics Corporation (GD) 0.00 41 195.12
Advance Auto Parts (AAP) 0.00 65 92.31
AutoZone (AZO) 0.00 12 583.33
ConAgra Foods (CAG) 0.00 100 30.00
PPL Corporation (PPL) 0.00 326 36.81
Xcel Energy (XEL) 0.00 274 43.80
Fifth Street Finance (FSC) 0.00 1000 5.00
STMicroelectronics N.V. (STM) 0.00 750 NEW 16.00
Western Refining (WNR) 0.00 311 NEW 35.37
BHP Billiton (BHP) 0.00 298 -33% 40.27
Quest Diagnostics Incorporated (DGX) 0.00 100 90.00
Legacy Reserves (LGCY) 0.00 2000 NEW 1.50
Navios Maritime Partners Lp 0.00 4700 2.13
NuStar Energy (NS) 0.00 100 40.00
TC Pipelines (TCLP) 0.00 100 NEW 60.00
Vanguard Natural Resources (VNR) 0.00 1000 0.00
Unilever (UL) 0.00 150 46.67
Ferrellgas Partners (FGP) 0.00 500 6.00
Gentex Corporation (GNTX) 0.00 305 19.67
Raser Technologies (RZ) 0.00 100 0.00
National Instruments (NATI) 0.00 157 44.59
Consumer Staples Select Sect. SPDR (XLP) 0.00 207 NEW 53.14
Vanguard Europe Pacific ETF (VEA) 0.00 70 NEW 42.86
Consumer Discretionary SPDR (XLY) 0.00 95 NEW 94.74
BlackRock Global Opportunities Equity Tr (BOE) 0.00 300 13.33
PowerShares DB Agriculture Fund (DBA) 0.00 555 19.82
Claymore/Zacks Multi-Asset Inc Idx (CVY) 0.00 250 20.00
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.00 280 32.14
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.00 300 13.33
Global X Fds glob x nor etf 0.00 494 14.17
MFS InterMarket Income Trust I (CMK) 0.00 754 NEW 0.00
Pimco Income Strategy Fund II (PFN) 0.00 1000 11.00
SPDR KBW Capital Markets (KCE) 0.00 159 50.31
Thornburg Mortgage (THMRQ) 0.00 46 +100% 0.00
PIMCO Corporate Income Fund (PCN) 0.00 300 16.67
PowerShares Aerospace & Defense (PPA) 0.00 197 50.76
PowerShares Dyn Leisure & Entert. (PEJ) 0.00 200 40.00
PIMCO 15+ Year U.S. TIPS Index Fund (LTPZ) 0.00 182 NEW 65.93
First Trust Utilities AlphaDEX Fnd (FXU) 0.00 337 NEW 26.71
Mirant Corp (worthless) 0.00 414 0.00
Divine Inc Cl A New 0.00 391 0.00
Wisdomtree Tr intl hedge eqt 0.00 173 NEW 63.58
Pimco Etf Tr 0-5 high yield 0.00 100 100.00
Van Eck Fds Intl Invs Fd 0.00 896 +100% 8.93
Mid-con Energy Partners 0.00 4200 1.19
Noble Metal Recovery 0.00 1000 0.00
Ingredion Incorporated 0.00 93 118.28
Ensco Plc Shs Class A 0.00 500 6.00
Bbt Pfd D preferred 0.00 453 NEW 24.28
Claymore Etf gug blt2017 hy 0.00 400 25.00
Abbvie 0.00 100 90.00
Alon Usa Partners Lp ut ltdpart int 0.00 500 12.00
Intercept Pharmaceuticals In 0.00 100 60.00
Trader Classified 0.00 100 0.00
Gulf Coast Ultra Deep Royalty 0.00 805 0.00
Ptc Therapeutics I 0.00 350 20.00
Inovio Pharmaceuticals 0.00 250 -90% 8.00
Cion Investment Corporation 0.00 478 8.37
Hines Hms Income Fund 0.00 1200 8.33
New Residential Investment 0.00 500 16.00
Affimed Therapeutics B V 0.00 1000 2.00
Thermal Energy Storage 0.00 200 +100% 0.00
Walgreen Boots Alliance 0.00 70 NEW 85.71
Csi Compress 0.00 1000 5.00
Calithera Biosciences 0.00 200 15.00
Nuveen Global High Inc Fd 0.00 147 20.41
Azure Midstream Partners Lp m 0.00 1000 0.00
Kraft Heinz 0.00 126 79.37
Westrock 0.00 8 +100% 0.00
Alphabet Inc Class C cs 0.00 6 -91% 1000.00
Pjt Partners 0.00 17 58.82
Van Eck Merk Gold Tr gold shs 0.00 772 +100% 12.95
Cytomx Therapeutics 0.00 100 20.00
Apponline 0.00 14 0.00
Atlas Corporation 0.00 333 0.00
Caffe Ribs 0.00 1000 0.00
Com Tel 0.00 1000 0.00
First Equities 0.00 13 0.00
Lion One Metals 0.00 1 0.00
Silver Buckle Mines 0.00 250 0.00
Epicedge 0.00 27 0.00
Actron 0.00 800 0.00
Imn Equities 0.00 12 0.00
Pomco Energy 0.00 500 0.00
Lundell Technology 0.00 16 0.00
Midwest Lodging Pptys 0.00 800 0.00
Hughes Capital 0.00 200 0.00
Coca Cola European Partners shs 0.00 50 40.00
United Cannabis 0.00 1000 2.00
Blackrock Debt Strat Fd 0.00 999 -36% 12.01
Snap Inc cl a 0.00 100 -64% 10.00
Spotlight Innovation 0.00 400 0.00
Energy Transfer Partners 0.00 311 19.29
Peregine Pharmaceuticals Inc N 0.00 1 0.00
Andeavor 0.00 108 NEW 101.85
Vnr Fin Corp Wt Exp 020121 0.00 4 NEW 0.00
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Past 13F-HR SEC Filings by Advocacy Wealth Management Services

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