Advocacy Wealth Management Services

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

Tip: Access up to 7 years of quarterly data

Positions held by Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Advocacy Wealth Management Services

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Floating Rate Bond Etf Etf (FLOT) 19.5 $117M +2% 2.3M 50.73
Overlay Shares Large Cap Equity Etf Etf (OVL) 19.0 $114M +3% 2.8M 40.63
Overlay Shares Core Bond Etf Etf (OVB) 13.9 $83M 3.2M 25.52
Vanguard S&p 500 Etf Etf (VOO) 13.8 $83M +7% 189k 436.57
Vanguard Ftse Europe Etf Etf (VGK) 9.5 $57M +7% 829k 68.24
Ishares Russell Mid-cap Value Etf Etf (IWS) 4.1 $25M +6% 200k 122.38
Invesco Kbw Bank Etf Etf (KBWB) 3.3 $20M +4% 294k 67.84
Vanguard Mid-cap Growth Index Fund Etf (VOT) 2.1 $13M +5% 49k 254.62
Ishares U.s. Transportation Etf Etf (IYT) 1.7 $10M +5% 36k 276.47
Vaneck Agribusiness Etf Etf (MOO) 1.7 $9.9M +5% 104k 95.42
Materials Select Sector Spdr Fund Etf (XLB) 1.6 $9.7M +5% 108k 90.61
Vanguard Russell 1000 Value Etf Etf (VONV) 1.6 $9.3M -15% 127k 73.74
Energy Select Sector Spdr Fund Etf (XLE) 0.9 $5.3M +19% 95k 55.50
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.8 $4.9M +5% 127k 38.25

Setup an alert

Advocacy Wealth Management Services will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.6 $3.8M -5% 38k 101.55
Invesco Ultra Short Duration Etf Etf (GSY) 0.6 $3.8M -4% 75k 50.30
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.6 $3.8M -4% 75k 50.48
Ishares Core S&p 500 Etf Etf (IVV) 0.6 $3.8M -17% 7.9k 477.00
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.6 $3.8M -4% 75k 50.39
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.6 $3.5M -7% 43k 80.82
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.5 $3.2M 54k 58.45
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.4 $2.5M -8% 22k 114.07
Ishares Core Msci Eafe Etf Etf (IEFA) 0.3 $2.1M -8% 28k 74.63
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.2 $1.3M 17k 76.77
Spdr S&p 500 Etf Etf (SPY) 0.1 $788k 1.7k 474.98
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $769k 13k 59.87
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $687k 11k 62.79
Home Depot Stock (HD) 0.1 $613k 1.5k 414.75
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 0.1 $341k -23% 6.4k 53.16
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $337k -26% 4.2k 80.87
Overlay Shares Municipal Bond Etf Etf (OVM) 0.0 $284k -9% 11k 25.30
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $254k 2.4k 107.35
Ishares National Muni Bond Etf Etf (MUB) 0.0 $193k 1.7k 116.13
Ishares Select Dividend Etf Etf (DVY) 0.0 $157k 1.3k 122.46
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $144k 567.00 253.97
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.0 $143k 506.00 282.61
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.0 $131k 4.4k 29.59
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.0 $120k -22% 303.00 396.04
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.0 $115k 1.2k 95.20
Vanguard Total Bond Market Index Fund Etf (BND) 0.0 $111k -3% 1.3k 84.54
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $101k 1.4k 73.99
Invesco Qqq Trust Etf (QQQ) 0.0 $99k 249.00 397.59
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) 0.0 $98k 2.0k 49.00
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $96k 1.1k 91.25
Ishares International Select Dividend Etf Etf (IDV) 0.0 $83k 2.6k 31.37
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $76k -4% 820.00 92.68
Ishares Evolved U.s. Technology Etf Etf (IETC) 0.0 $75k -26% 1.2k 61.12
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.0 $74k 913.00 81.05
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.0 $71k -26% 1.5k 46.47
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $67k 1.0k 67.00
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $65k +64% 1.0k 63.05
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $61k +3% 352.00 173.30
Wisdomtree International Largecap Dividend Fund Etf (DOL) 0.0 $52k 1.0k 49.71
Flexshares Disciplined Duration Mbs Index Fund Etf (MBSD) 0.0 $51k 2.2k 23.13
Jpmorgan Chase & Co Stock (JPM) 0.0 $49k 309.00 158.58
Conocophillips Stock (COP) 0.0 $49k 679.00 72.16
Cisco Sys Stock (CSCO) 0.0 $46k 722.00 63.71
Invesco Dynamic Pharmaceuticals Etf Etf (PJP) 0.0 $44k -25% 537.00 81.94
Prospect Cap Corp Cef (PSEC) 0.0 $43k 5.1k 8.43
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $42k +2% 296.00 141.89
Broadcom Stock (AVGO) 0.0 $41k 61.00 672.13
Ishares U.s. Financial Services Etf Etf (IYG) 0.0 $39k 201.00 194.03
Ishares Mbs Etf Etf (MBB) 0.0 $39k 361.00 108.03
Spdr S&p Health Care Equipment Etf Etf (XHE) 0.0 $37k -22% 312.00 118.59
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $36k -25% 593.00 60.71
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $36k +2% 178.00 202.25
Starwood Ppty Tr Reit (STWD) 0.0 $36k 1.5k 24.00
Vanguard Intermediate-term Government Bond Etf Etf (VGIT) 0.0 $34k 513.00 66.28
Applied Matls Stock (AMAT) 0.0 $34k 215.00 158.14
Phillips 66 Stock (PSX) 0.0 $34k 470.00 72.34
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $32k 11.00 2909.09
Autozone Stock (AZO) 0.0 $31k 15.00 2066.67
Meta Platforms Inc Cl A Stock (FB) 0.0 $31k +24% 91.00 340.66
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $30k +2% 777.00 38.61
Verizon Communications Stock (VZ) 0.0 $29k 549.00 52.82
Johnson & Johnson Stock (JNJ) 0.0 $28k 162.00 172.84
Tyson Foods Inc Cl A Stock (TSN) 0.0 $28k 323.00 86.69
Coca Cola Stock (KO) 0.0 $27k 451.00 59.87
Hca Healthcare Stock (HCA) 0.0 $27k 106.00 254.72
Chubb Stock (CB) 0.0 $27k 140.00 192.86
Chevron Corp Stock (CVX) 0.0 $26k 225.00 115.56
Fedex Corp Stock (FDX) 0.0 $25k 95.00 263.16
Invesco Dynamic Media Etf Etf (PBS) 0.0 $25k -27% 501.00 49.90
Cbre Group Inc Cl A Stock (CBRE) 0.0 $25k 229.00 109.17
Stanley Black & Decker Stock (SWK) 0.0 $24k 128.00 187.50
Ss&c Technologies Hldgs Stock (SSNC) 0.0 $24k 291.00 82.47
Wedbush Etfmg Video Game Tech Etf Etf (GAMR) 0.0 $23k -28% 261.00 88.12
Micron Technology Stock (MU) 0.0 $23k +34% 247.00 93.12
Amerisourcebergen Corp Stock (ABC) 0.0 $21k 161.00 130.43
United Parcel Service Inc Cl B Stock (UPS) 0.0 $21k 100.00 210.00
Progressive Corp Stock (PGR) 0.0 $20k 194.00 103.09
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $20k 164.00 121.95
Global X Social Media Index Fund Etf (SOCL) 0.0 $20k -26% 363.00 55.10
Bausch Health Cos Stock (BHC) 0.0 $19k 700.00 27.14
Bristol-myers Squibb Stock (BMY) 0.0 $19k 299.00 63.55
American Express Stock (AXP) 0.0 $19k 114.00 166.67
Laboratory Corp Amer Hldgs Stock (LH) 0.0 $19k 62.00 306.45
Us Bancorp Del Stock (USB) 0.0 $19k 332.00 57.23
Lincoln Natl Corp Ind Stock (LNC) 0.0 $19k 278.00 68.35
Citigroup Stock (C) 0.0 $19k 319.00 59.56
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $18k 625.00 28.80
Merck & Co Stock (MRK) 0.0 $17k -22% 221.00 76.92
Exxon Mobil Corp Stock (XOM) 0.0 $17k 282.00 60.28
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $17k 113.00 150.44
Unitedhealth Group Stock (UNH) 0.0 $17k NEW 33.00 515.15
Microsoft Corp Stock (MSFT) 0.0 $17k 51.00 333.33
Bk Of America Corp Stock (BAC) 0.0 $16k 362.00 44.20
Communication Services Select Sector Spdra Fund Etf (XLC) 0.0 $16k +3% 209.00 76.56
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $15k NEW 139.00 107.91
Dollar Gen Corp Stock (DG) 0.0 $15k NEW 62.00 241.94
Apple Stock (AAPL) 0.0 $15k 86.00 174.42
Fiserv Stock (FISV) 0.0 $15k 147.00 102.04
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $14k +2% 178.00 78.65
Prologis Reit (PLD) 0.0 $14k 83.00 168.67
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $14k +3% 132.00 106.06
Amazon Stock (AMZN) 0.0 $13k 4.00 3250.00
Tesla Stock (TSLA) 0.0 $13k 12.00 1083.33
Intel Corp Stock (INTC) 0.0 $12k 237.00 50.63
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $12k 221.00 54.30
Vanguard Long-term Corporate Bond Etf Etf (VCLT) 0.0 $11k 102.00 107.84
Global X Msci China Consumer Staples Etf Etf (CHIS) 0.0 $11k -41% 401.00 27.43
Truist Finl Corp Stock (TFC) 0.0 $10k 177.00 56.50
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
Southern Stock (SO) 0.0 $8.0k 113.00 70.80
At&t Stock (T) 0.0 $8.0k 333.00 24.02
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $7.0k 109.00 64.22
Ptc Therapeutics Stock (PTCT) 0.0 $7.0k 175.00 40.00
Van Eck Merk Gold Trust Etf (OUNZ) 0.0 $7.0k 386.00 18.13
Paypal Hldgs Stock (PYPL) 0.0 $6.0k 31.00 193.55
Global X Msci China Financials Etf Etf (CHIX) 0.0 $6.0k -41% 406.00 14.78
Vanguard Ftse Pacific Etf Etf (VPL) 0.0 $5.0k NEW 67.00 74.63
Proshares Online Retail Etf Etf (ONLN) 0.0 $5.0k 89.00 56.18
Emerson Elec Stock (EMR) 0.0 $5.0k 50.00 100.00
Synovus Finl Corp Stock (SNV) 0.0 $5.0k 100.00 50.00
Snap Inc Cl A Stock (SNAP) 0.0 $5.0k 100.00 50.00
Walmart Stock (WMT) 0.0 $3.0k 20.00 150.00
Shopify Inc Cl A Stock (SHOP) 0.0 $3.0k 2.00 1500.00
Nokia Corp Adr (NOK) 0.0 $3.0k 560.00 5.36
Pfizer Stock (PFE) 0.0 $2.0k 39.00 51.28
Eaton Corp Stock (ETN) 0.0 $2.0k 13.00 153.85
Abbvie Stock (ABBV) 0.0 $2.0k 13.00 153.85
Marsh & Mclennan Cos Stock (MMC) 0.0 $2.0k 12.00 166.67
Gallagher Arthur J & Co Stock (AJG) 0.0 $2.0k 11.00 181.82
Qualcomm Stock (QCOM) 0.0 $2.0k 11.00 181.82
Ameriprise Finl Stock (AMP) 0.0 $2.0k 7.00 285.71
Norfolk Southn Corp Stock (NSC) 0.0 $2.0k 7.00 285.71
Blackrock Stock (BLK) 0.0 $2.0k 2.00 1000.00
Cme Group Stock (CME) 0.0 $2.0k 8.00 250.00
Lockheed Martin Corp Stock (LMT) 0.0 $2.0k -91% 5.00 400.00
Procter And Gamble Stock (PG) 0.0 $2.0k 15.00 133.33
Block Inc Cl A Stock (SQ) 0.0 $2.0k 15.00 133.33
Global X Video Games & Esports Etf Etf (HERO) 0.0 $2.0k 87.00 22.99
Thomson Reuters Corp Stock (TRI) 0.0 $2.0k 14.00 142.86
HP Stock (HPQ) 0.0 $2.0k 49.00 40.82
Vaneck J.p. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.0 $1.0k NEW 34.00 29.41
Steel Dynamics Stock (STLD) 0.0 $1.0k 23.00 43.48
International Paper Stock (IP) 0.0 $1.0k 18.00 55.56
Philip Morris Intl Stock (PM) 0.0 $1.0k 11.00 90.91
Metlife Stock (MET) 0.0 $1.0k 11.00 90.91
Pnc Finl Svcs Group Stock (PNC) 0.0 $1.0k 5.00 200.00
Lilly Eli & Co Stock (LLY) 0.0 $1.0k 5.00 200.00
Firstenergy Corp Stock (FE) 0.0 $1.0k 16.00 62.50
Wells Fargo Stock (WFC) 0.0 $1.0k 25.00 40.00
Aflac Stock (AFL) 0.0 $1.0k 20.00 50.00
Nike Inc Cl B Stock (NKE) 0.0 $1.0k 4.00 250.00
Prudential Finl Stock (PRU) 0.0 $1.0k 10.00 100.00
Docusign Stock (DOCU) 0.0 $1.0k 5.00 200.00
Iaa Stock (IAA) 0.0 $1.0k 10.00 100.00
Fidelity Natl Information Svcs Stock (FIS) 0.0 $999.999900 9.00 111.11
American Finl Group Inc Ohio Stock (AFG) 0.0 $999.999900 9.00 111.11
American Elec Pwr Stock (AEP) 0.0 $999.999900 9.00 111.11
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $999.999900 NEW 9.00 111.11
Kimberly-clark Corp Stock (KMB) 0.0 $999.999700 7.00 142.86
Altria Group Stock (MO) 0.0 $999.999600 12.00 83.33
Marathon Pete Corp Stock (MPC) 0.0 $999.999600 12.00 83.33
General Mtrs Stock (GM) 0.0 $999.999500 17.00 58.82
Ishares Msci Canada Etf Etf (EWC) 0.0 $999.999000 NEW 35.00 28.57
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $999.999000 NEW 35.00 28.57
Virtus Seix Senior Loan Etf Etf (SEIX) 0.0 $999.999000 NEW 37.00 27.03
Crane Stock (CR) 0.0 $0 4.00 0.00
International Business Machs Stock (IBM) 0.0 $0 2.00 0.00
Occidental Pete Corp Stock (OXY) 0.0 $0 8.00 0.00
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $0 9.00 0.00
Invesco Stock (IVZ) 0.0 $0 16.00 0.00
Kar Auction Svcs Stock (KAR) 0.0 $0 10.00 0.00
Walgreens Boots Alliance Stock (WBA) 0.0 $0 3.00 0.00
Brighthouse Finl Stock (BHF) 0.0 $0 1.00 0.00
Avid Bioservices Stock (CDMO) 0.0 $0 1.00 0.00
Dow Stock (DOW) 0.0 $0 6.00 0.00
Corteva Stock (CTVA) 0.0 $0 6.00 0.00
Dupont De Nemours Stock (DD) 0.0 $0 6.00 0.00
Healthpeak Properties Reit (PEAK) 0.0 $0 11.00 0.00
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $0 NEW 1.00 0.00
Viatris Stock (VTRS) 0.0 $0 4.00 0.00
Organon & Co Stock (OGN) 0.0 $0 2.00 0.00
General Electric Stock (GE) 0.0 $0 5.00 0.00
Sylvamo Corp Stock 0.0 $0 NEW 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

View all past filings