Advocacy Wealth Management Services

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

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Portfolio Holdings for Advocacy Wealth Management Services

Companies in the Advocacy Wealth Management Services portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Floating Rate Bond Etf Etf (FLOT) 19.8 $99M NEW 2.0M 50.74
Overlay Shares Large Cap Equity Etf Etf (OVL) 18.1 $91M +2% 2.6M 34.53
Overlay Shares Core Bond Etf Etf (OVB) 16.2 $81M -14% 3.1M 25.78
Vanguard S&p 500 Etf Etf (VOO) 11.1 $56M +173% 151k 367.85
Ishares Russell Mid-cap Value Etf Etf (IWS) 3.7 $18M NEW 165k 110.43
Invesco Kbw Bank Etf Etf (KBWB) 3.4 $17M -13% 273k 62.40
Proshares Online Retail Etf Etf (ONLN) 3.2 $16M NEW 201k 79.37
Ishares Russell 1000 Growth Etf Etf (IWF) 2.1 $11M -3% 43k 246.88
Vanguard Mid-cap Growth Index Fund Etf (VOT) 1.8 $9.2M NEW 42k 218.08
Spdr S&p Health Care Equipment Etf Etf (XHE) 1.7 $8.3M +66% 69k 119.87
Ark Genomic Revolution Etf Etf (ARKG) 1.6 $8.3M +28% 92k 89.46
Ishares Expanded Tech-software Sector Etf Etf (IGV) 1.4 $6.9M -55% 20k 349.12
Global X Video Games & Esports Etf Etf (HERO) 1.2 $6.2M NEW 193k 32.08
Jpmorgan Ultra-short Income Etf Etf (JPST) 1.2 $6.1M -10% 120k 50.73

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Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 1.1 $5.7M -6% 56k 101.89
Invesco Ultra Short Duration Etf Etf (GSY) 1.1 $5.7M -6% 113k 50.49
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 1.1 $5.6M -10% 111k 50.50
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.9 $4.3M +80% 66k 65.07
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.8 $4.2M NEW 119k 34.84
Ishares Transportation Average Etf Etf (IYT) 0.8 $4.2M NEW 16k 259.36
Materials Select Sector Spdr Fund Etf (XLB) 0.8 $4.1M +40819% 52k 79.45
Vaneck Vectors Agribusiness Etf Etf (MOO) 0.8 $4.1M +29% 47k 87.78
Ishares Core S&p 500 Etf Etf (IVV) 0.8 $4.1M -2% 10k 402.09
Energy Select Sector Spdr Fund Etf (XLE) 0.8 $4.1M NEW 81k 50.24
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.7 $3.6M -97% 32k 114.01
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.6 $3.0M 61k 49.78
Ishares Core Msci Eafe Etf Etf (IEFA) 0.5 $2.4M -2% 32k 73.11
Overlay Shares Municipal Bond Etf Etf (OVM) 0.4 $2.1M -92% 80k 25.95
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.3 $1.3M 17k 73.50
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $1.1M -98% 16k 69.48
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 0.2 $838k -98% 16k 52.91
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $693k 11k 63.33
Spdr S&p 500 Etf Etf (SPY) 0.1 $665k 1.7k 400.84
Ishares National Muni Bond Etf Etf (MUB) 0.1 $465k 4.0k 115.99
Home Depot Stock (HD) 0.1 $452k 1.5k 307.48
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.1 $447k -43% 14k 31.25
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $255k 2.4k 107.78
Invesco S&p Smallcap Low Volatility Etf Etf (XSLV) 0.0 $250k -38% 5.4k 46.33
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $185k -54% 3.1k 59.18
Overlay Shares Foreign Equity Etf Etf (OVF) 0.0 $169k -74% 6.5k 26.10
Spdr Bloomberg Barclays 1-3 Month T-bill Etf Etf (BIL) 0.0 $166k +67% 1.8k 91.61
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.0 $141k 506.00 278.66
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.0 $136k 1.7k 79.86
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $127k 567.00 223.99
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.0 $117k -99% 2.8k 41.34
Vanguard Total Bond Market Index Fund Etf (BND) 0.0 $115k 1.4k 84.81
Overlay Shares Small Cap Equity Etf Etf (OVS) 0.0 $113k -77% 3.1k 36.19
Ishares Evolved U.s. Technology Etf Etf (IETC) 0.0 $111k -98% 2.2k 49.36
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $100k 1.4k 73.26
Invesco Qqq Trust Etf (QQQ) 0.0 $92k -20% 284.00 323.94
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.0 $85k 2.9k 29.62
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) 0.0 $82k 2.0k 41.00
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $80k 856.00 93.46
Flexshares Disciplined Duration Mbs Index Fund Etf (MBSD) 0.0 $79k -78% 3.3k 23.92
Invesco Dynamic Pharmaceuticals Etf Etf (PJP) 0.0 $77k -98% 977.00 78.81
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.0 $75k 913.00 82.15
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $57k -97% 436.00 130.73
Wedbush Etfmg Video Game Tech Etf Etf (GAMR) 0.0 $50k -98% 505.00 99.01
Wisdomtree International Largecap Dividend Fund Etf (DOL) 0.0 $50k 1.0k 47.80
Invesco Dynamic Media Etf Etf (PBS) 0.0 $46k -98% 897.00 51.28
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $46k 341.00 134.90
Global X Social Media Index Fund Etf (SOCL) 0.0 $44k -98% 650.00 67.69
Prospect Cap Corp Cef (PSEC) 0.0 $40k 5.1k 7.84
Phillips 66 Stock (PSX) 0.0 $39k 470.00 82.98
Ishares Mbs Etf Etf (MBB) 0.0 $39k 361.00 108.03
Starwood Ppty Tr Reit (STWD) 0.0 $37k 1.5k 24.67
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.0 $37k 1.0k 36.24
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $37k 679.00 54.49
Conocophillips Stock (COP) 0.0 $37k 679.00 54.49
Ishares U.s. Financial Services Etf Etf (IYG) 0.0 $35k 201.00 174.13
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.0 $35k 513.00 68.23
Cisco Sys Stock (CSCO) 0.0 $35k 682.00 51.32
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $34k 290.00 117.24
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $32k -16% 15.00 2133.33
Verizon Communications Stock (VZ) 0.0 $31k 526.00 58.94
Applied Matls Stock (AMAT) 0.0 $30k 215.00 139.53
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $29k 174.00 166.67
Broadcom Stock (AVGO) 0.0 $29k -28% 61.00 475.41
Us Bancorp Del Stock (USB) 0.0 $25k 450.00 55.56
American Express Stock (AXP) 0.0 $25k 175.00 142.86
Apple Stock (AAPL) 0.0 $25k -69% 207.00 120.77
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $25k 256.00 97.66
Coca Cola Stock (KO) 0.0 $24k 451.00 53.22
Johnson & Johnson Stock (JNJ) 0.0 $24k 150.00 160.00
Booking Holdings Stock (BKNG) 0.0 $24k 10.00 2400.00
Citigroup Stock (C) 0.0 $23k -17% 319.00 72.10
Chubb Stock (CB) 0.0 $22k -20% 140.00 157.14
Lincoln Natl Corp Ind Stock (LNC) 0.0 $22k -21% 343.00 64.14
Global X Msci China Consumer Staples Etf Etf (CHIS) 0.0 $22k -50% 689.00 31.93
Jpmorgan Chase & Co Stock (JPM) 0.0 $21k -23% 135.00 155.56
Tyson Foods Inc Cl A Stock (TSN) 0.0 $21k 281.00 74.73
Chevron Corp Stock (CVX) 0.0 $21k 198.00 106.06
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.0 $21k 472.00 44.49
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $20k -37% 164.00 121.95
Stanley Black & Decker Stock (SWK) 0.0 $20k 102.00 196.08
Facebook Inc Cl A Stock (FB) 0.0 $20k 68.00 294.12
Hca Healthcare Stock (HCA) 0.0 $20k -22% 106.00 188.68
Bristol-myers Squibb Stock (BMY) 0.0 $19k +49% 299.00 63.55
Ss&c Technologies Hldgs Stock (SSNC) 0.0 $19k 273.00 69.60
Fedex Corp Stock (FDX) 0.0 $19k -36% 66.00 287.88
Amerisourcebergen Corp Stock (ABC) 0.0 $19k +31% 161.00 118.01
Cbre Group Inc Cl A Stock (CBRE) 0.0 $18k -17% 229.00 78.60
Ishares Msci All Country Asia Ex Japan Index Fund Etf (AAXJ) 0.0 $17k NEW 179.00 94.97
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $16k 625.00 25.60
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $16k 113.00 141.59
Wisdomtree Cboe S&p 500 Putwrite Strategy Fund Etf (PUTW) 0.0 $15k 503.00 29.82
Communication Services Select Sector Spdra Fund Etf (XLC) 0.0 $15k 201.00 74.63
Laboratory Corp Amer Hldgs Stock (LH) 0.0 $15k 61.00 245.90
Merck & Co Stock (MRK) 0.0 $14k 188.00 74.47
Intel Corp Stock (INTC) 0.0 $14k -4% 213.00 65.73
Autozone Stock (AZO) 0.0 $14k 10.00 1400.00
Amazon Stock (AMZN) 0.0 $13k +300% 4.00 3250.00
Progressive Corp Stock (PGR) 0.0 $13k -30% 137.00 94.89
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $12k 173.00 69.36
Lockheed Martin Corp Stock (LMT) 0.0 $12k NEW 33.00 363.64
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $11k 221.00 49.77
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $11k 189.00 58.20
Capital One Finl Corp Stock (COF) 0.0 $11k -36% 87.00 126.44
Global X Msci China Financials Etf Etf (CHIX) 0.0 $11k -50% 697.00 15.78
Vanguard Long-term Corporate Bond Etf Etf (VCLT) 0.0 $10k 102.00 98.04
Vanguard Communication Services Etf Etf (VOX) 0.0 $9.0k 69.00 130.43
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $9.0k 62.00 145.16
At&t Stock (T) 0.0 $9.0k 294.00 30.61
Tesla Stock (TSLA) 0.0 $8.0k 12.00 666.67
Microsoft Corp Stock (MSFT) 0.0 $8.0k +19% 31.00 258.06
Paypal Hldgs Stock (PYPL) 0.0 $8.0k 31.00 258.06
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.0 $6.0k 109.00 55.05
Advisorshares Newfleetmulti-sector Income Etf Etf (MINC) 0.0 $6.0k 121.00 49.59
Ishares U.s. Fixed Income Balanced Risk Factor Etf Etf (FIBR) 0.0 $6.0k 62.00 96.77
Prologis Reit (PLD) 0.0 $6.0k 55.00 109.09
Ishares International Select Dividend Etf Etf (IDV) 0.0 $6.0k 175.00 34.29
Square Inc Cl A Stock (SQ) 0.0 $3.0k +50% 15.00 200.00
Shopify Inc Cl A Stock (SHOP) 0.0 $2.0k 2.00 1000.00
Nokia Corp Adr (NOK) 0.0 $2.0k 560.00 3.57
Walmart Stock (WMT) 0.0 $1.0k 4.00 250.00
Nike Inc Cl B Stock (NKE) 0.0 $1.0k 4.00 250.00
Docusign Stock (DOCU) 0.0 $1.0k NEW 5.00 200.00
Aphria Stock (APHA) 0.0 $999.999000 30.00 33.33
Walgreens Boots Alliance Stock (WBA) 0.0 $0 3.00 0.00
Canopy Growth Corp Stock (CGC) 0.0 $0 8.00 0.00
Avid Bioservices Stock (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

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