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 December 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
First Tr Exchange-traded Fd cmn 26.71 798398 +28% 48.57
Eaton Vance Tax Managed Diversified Eq. (ETY) 17.68 2.11M +37% 12.19
Mortgage Reit Index real 17.36 557459 +21% 45.20
Ishares U S Etf Tr fxd inc bl etf 10.51 152348 -39% 100.17
First Tr Exchange Traded Fd fst low mtg etf 9.90 278418 -59% 51.64
Ishares Tr eafe min volat 4.39 87307 +338% 72.98
Global X Fds glbl x mlp etf 3.14 461753 NEW 9.86
Newfleet Multi-sector Income E 2.23 66907 -93% 48.38
Ishares Inc em mkt min vol 1.18 28195 +58% 60.76
Powershares Etf Tr Ii s&p600 lovl pt 1.16 36354 +53% 46.24
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.41 5890 101.53
Ishares Tr Global Reit Etf 0.39 21898 26.08
CBIZ (CBZ) 0.24 23000 -23% 15.43
Eaton Vance Limited Duration Income Fund (EVV) 0.23 24069 -98% 13.67
Home Depot (HD) 0.22 1710 189.47
Alerian Mlp Etf(amlp) 0.20 26736 -98% 10.77
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.16 2202 +7% 104.90
AT&T; (T) 0.13 4700 -12% 38.94
iShares Russell Midcap Value Index (IWS) 0.11 1727 -7% 89.17
Apple (AAPL) 0.10 857 169.19
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.10 1313 -5% 110.43
Illumina (ILMN) 0.09 600 218.33
Ishares Core Msci Eafe Etf core msci eafe 0.09 1878 66.03
Corning Incorporated (GLW) 0.07 3201 31.87
Johnson & Johnson (JNJ) 0.07 737 -7% 139.76
AFLAC Incorporated (AFL) 0.07 1100 88.18
WisdomTree Intl. LargeCap Div Fd (DOL) 0.07 2091 50.69
WisdomTree Intl. SmallCap Div Fd. (DLS) 0.07 1365 -50% 76.92
TransMontaigne Partners (TLP) 0.06 2200 -51% 39.55
iShares S&P; 100 Index (OEF) 0.06 789 119.14
Vanguard Short Term Corporate Bond ETF (VCSH) 0.06 1077 -60% 78.92
Vaneck Vectors Etf Tr mtg reit income 0.06 3500 -56% 24.00
ConocoPhillips (COP) 0.05 1379 -17% 55.11
AllianceBernstein Holding (AB) 0.05 3150 25.08
SPDR S&P; Dividend (SDY) 0.05 728 -50% 94.78
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.05 895 -50% 87.15
Voya Global Eq Div & Pr Opp Fd 0.05 8500 -99% 7.76
Nuveen Nasdaq 100 Dynamic Over 0.05 3068 -28% 24.12
Starwood Property Trust (STWD) 0.04 2500 -50% 21.20
U.S. Ban (USB) 0.04 960 -50% 53.12
Suntrust Banks Inc $1.00 Par Cmn 0.04 797 -53% 63.99
Consolidated Edison (ED) 0.04 600 -35% 85.00
Lockheed Martin Corporation (LMT) 0.04 200 320.00
Hill-Rom Holdings (HRC) 0.04 700 84.29
Vector (VGR) 0.04 2314 -48% 22.47
SPDR Morgan Stanley Technology (MTK) 0.04 630 84.13
inv grd crp bd 0.04 578 105.54
Phillips 66 0.04 510 101.96
Goldman Sachs Etf Tr 0.04 1159 53.49
Hasbro (HAS) 0.03 500 90.00
JPMorgan Chase & Co. (JPM) 0.03 418 107.66
Coca-Cola Company (KO) 0.03 1051 45.67
Waste Management (WM) 0.03 500 -50% 86.00
Walt Disney Company (DIS) 0.03 450 -17% 106.67
Cisco Systems (CSCO) 0.03 1127 -17% 38.15
Verizon Communications (VZ) 0.03 914 -65% 52.52
Clorox Company (CLX) 0.03 300 150.00
iShares MSCI EAFE Value Index (EFV) 0.03 669 55.31
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.03 4300 +62% 9.30
BlackRock Credit All Inc Trust IV (BTZ) 0.03 3000 -50% 13.33
Flexshares Tr qualt divd idx 0.03 942 44.59
Alps Etf Tr Riverfrnt Str Inc etf - fixed in 0.03 1817 25.32
American Express Company (AXP) 0.02 249 100.40
Blackstone (BX) 0.02 1000 32.00
Cabot Oil & Gas Corporation (COG) 0.02 847 28.34
FedEx Corporation (FDX) 0.02 98 +18% 244.90
Chevron Corporation (CVX) 0.02 243 -23% 123.46
SPDR S&P; 500 ETF (SPY) 0.02 100 270.00
Kimberly-Clark Corporation (KMB) 0.02 300 120.00
Stanley Black & Decker (SWK) 0.02 132 -28% 166.67
Union Pacific Corporation (UNP) 0.02 187 -35% 133.69
Intel Corporation (INTC) 0.02 486 45.27
AstraZeneca (AZN) 0.02 1000 -44% 35.00
Thermo Fisher Scientific (TMO) 0.02 118 -36% 186.44
Capital One Financial (COF) 0.02 292 99.32
Merck & Co (MRK) 0.02 405 56.79
Procter & Gamble Company (PG) 0.02 350 91.43
American Electric Power Company (AEP) 0.02 350 74.29
iShares S&P; 500 Index (IVV) 0.02 126 269.84
Starbucks Corporation (SBUX) 0.02 400 -60% 57.50
Oracle Corporation (ORCL) 0.02 511 -24% 46.97
AmeriGas Partners (APU) 0.02 600 -62% 46.67
Suburban Propane Partners (SPH) 0.02 1500 -71% 24.00
Flowers Foods (FLO) 0.02 1722 19.16
Prospect Capital Corporation (PSEC) 0.02 5100 -37% 6.67
PowerShares QQQ Trust, Series 1 (QQQQ) 0.02 201 154.23
Pinnacle West Capital Corporation (PNW) 0.02 300 86.67
Putnam Master Int. Income (PIM) 0.02 5500 -55% 4.73
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.02 1500 15.33
iShares Dow Jones US Financial Svc. (IYG) 0.02 261 130.27
WisdomTree LargeCap Dividend Fund (DLN) 0.02 306 -50% 91.50
PowerShrs CEF Income Cmpst Prtfl (PCEF) 0.02 1000 24.00
Aberdeen Israel Fund (ISL) 0.02 1200 19.17
Pembina Pipeline Corp 0.02 850 36.47
Citigroup Inc 0.02 368 NEW 73.37
Spdr Ser Tr cmn 0.02 957 NEW 30.30
Duke Energy 0.02 266 82.71
Cvr Refng 0.02 2000 16.50
First Tr Exchange Traded Fd senior ln fd 0.02 562 48.04
Alibaba Group Holding Ltd Spon 0.02 200 170.00
Alphabet Inc Class A cs 0.02 25 -13% 1040.00
Vaneck Vectors Etf Tr green bd etf 0.02 1164 26.63
Federal Agric Mtg Corp Pfd C Fix To Flt 0.02 845 27.22
Taiwan Semiconductor Mfg (TSM) 0.01 507 -50% 39.45
Microsoft Corporation (MSFT) 0.01 160 87.50
Goldman Sachs (GS) 0.01 68 250.00
State Street Corporation (STT) 0.01 127 -65% 94.49
Bank of America Corporation (BAC) 0.01 500 30.00
Lincoln National Corporation (LNC) 0.01 186 -34% 75.27
Exxon Mobil Corporation (XOM) 0.01 150 86.67
Tractor Supply Company (TSCO) 0.01 148 -50% 74.32
Pfizer (PFE) 0.01 411 +20% 36.50
Health Care SPDR (XLV) 0.01 118 84.75
Great Plains Energy Incorporated (GXP) 0.01 409 31.78
General Electric Company (GE) 0.01 1088 -54% 17.46
Bristol Myers Squibb (BMY) 0.01 300 -50% 60.00
3M Company (MMM) 0.01 50 -50% 240.00
Cracker Barrel Old Country Store (CBRL) 0.01 100 160.00
T. Rowe Price (TROW) 0.01 74 108.11
International Paper Company (IP) 0.01 229 56.77
Western Digital (WDC) 0.01 139 -69% 79.14
Valero Energy Corporation (VLO) 0.01 175 -50% 91.43
Honeywell International (HON) 0.01 135 -29% 155.56
Marsh & McLennan Companies (MMC) 0.01 106 84.91
Royal Dutch Shell (RDS.A) 0.01 283 67.14
Southern Company (SO) 0.01 200 50.00
Illinois Tool Works (ITW) 0.01 100 170.00
General Dynamics Corporation (GD) 0.01 41 195.12
AutoZone (AZO) 0.01 12 750.00
PPL Corporation (PPL) 0.01 326 30.67
Magna Intl Inc cl a 0.01 366 -28% 57.38
BHP Billiton (BHP) 0.01 298 46.98
Quest Diagnostics Incorporated (DGX) 0.01 100 100.00
Martin Midstream Partners (MMLP) 0.01 1300 13.85
Navios Maritime Partners Lp 0.01 4300 -8% 2.33
BorgWarner (BWA) 0.01 389 -25% 51.41
Holly Energy Partners (HEP) 0.01 600 31.67
Consumer Staples Select Sect. SPDR (XLP) 0.01 207 57.97
iShares Dow Jones US Real Estate (IYR) 0.01 104 -39% 76.92
Consumer Discretionary SPDR (XLY) 0.01 95 94.74
Tesla Motors (TSLA) 0.01 45 -62% 311.11
Valeant Pharmaceuticals Int (VRX) 0.01 700 -50% 21.43
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.01 116 NEW 129.31
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.01 400 37.50
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.01 280 32.14
iShares MSCI EAFE Growth Index (EFG) 0.01 233 81.55
Cheniere Energy Partners (CQP) 0.01 700 30.00
SPDR KBW Capital Markets (KCE) 0.01 159 56.60
PowerShares Aerospace & Defense (PPA) 0.01 197 55.84
PowerShares Dyn Leisure & Entert. (PEJ) 0.01 200 45.00
PIMCO 15+ Year U.S. TIPS Index Fund (LTPZ) 0.01 182 71.43
First Trust Utilities AlphaDEX Fnd (FXU) 0.01 337 26.71
Wisdomtree Tr intl hedge eqt 0.01 299 +72% 63.55
Hollyfrontier Corp 0.01 406 51.72
Clovis Oncology 0.01 200 70.00
Ishares Tr usa min vo 0.01 183 -30% 54.64
Ingredion Incorporated 0.01 93 139.78
Bbt Pfd D preferred 0.01 453 26.49
Puma Biotechnology Inc Common Stock 0.01 200 100.00
Mondelez Int 0.01 370 43.24
Alon Usa Partners Lp ut ltdpart int 0.01 500 18.00
Ssga Active Etf Tr blkstn gsosrln 0.01 371 48.52
Wisdomtree Tr itl hdg div gt 0.01 332 -50% 33.13
Hines Hms Income Fund 0.01 1200 8.33
New Residential Investment 0.01 500 18.00
Juno Therapeutics 0.01 400 45.00
Medtronic 0.01 189 79.37
Kraft Heinz 0.01 126 79.37
Archrock Partners 0.01 1000 12.00
Chubb 0.01 109 146.79
Wisdomtree Cboe S&p 500 Putwri 0.01 503 -26% 29.82
Public Storage, Series B, 5.40% stock 0.01 474 25.32
Public Storage, Series D, 4.95% stock 0.01 510 25.49
Blackrock Debt Strat Fd 0.01 666 -33% 12.01
Andeavor 0.01 93 -13% 118.28
Abbott Laboratories (ABT) 0.00 100 60.00
Cardinal Health (CAH) 0.00 100 60.00
Carnival Corporation (CCL) 0.00 69 72.46
Genuine Parts Company (GPC) 0.00 64 93.75
Paychex (PAYX) 0.00 81 74.07
Xilinx (XLNX) 0.00 100 -50% 70.00
Pepsi (PEP) 0.00 40 125.00
Advance Auto Parts (AAP) 0.00 65 92.31
ConAgra Foods (CAG) 0.00 100 40.00
Legacy Reserves (LGCY) 0.00 2000 1.50
NuStar Energy (NS) 0.00 100 30.00
Gentex Corporation (GNTX) 0.00 305 19.67
Raser Technologies (RZ) 0.00 100 0.00
iShares Lehman Aggregate Bond (AGG) 0.00 50 -86% 100.00
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.00 32 NEW 125.00
Vanguard Europe Pacific ETF (VEA) 0.00 59 -15% 50.85
iShares Dow Jones Select Dividend (DVY) 0.00 35 -85% 85.71
iShares S&P; SmallCap 600 Index (IJR) 0.00 10 NEW 100.00
Vanguard Emerging Markets ETF (VWO) 0.00 20 NEW 50.00
BlackRock Global Opportunities Equity Tr (BOE) 0.00 300 13.33
iShares Russell 3000 Value Index (IWW) 0.00 67 NEW 59.70
SPDR Barclays Capital High Yield B (JNK) 0.00 19 NEW 52.63
iShares Barclays Credit Bond Fund (CFT) 0.00 50 -86% 120.00
Global X Fds glob x nor etf 0.00 494 12.15
iShares Russell 3000 Growth Index (IWZ) 0.00 37 NEW 54.05
MFS InterMarket Income Trust I (CMK) 0.00 754 0.00
Thornburg Mortgage (THMRQ) 0.00 23 -50% 0.00
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.00 61 NEW 49.18
Mirant Corp (worthless) 0.00 414 0.00
SPDR Barclay Cp Intr Trm Cr Bd (ITR) 0.00 125 -91% 32.00
Divine Inc Cl A New 0.00 391 0.00
Mid-con Energy Partners 0.00 4200 1.19
Noble Metal Recovery 0.00 1000 0.00
Ishares Tr cmn 0.00 127 NEW 23.62
Ensco Plc Shs Class A 0.00 500 6.00
Intercept Pharmaceuticals In 0.00 100 60.00
Vanguard Charlotte Fds intl bd idx etf 0.00 34 NEW 58.82
Ptc Therapeutics I 0.00 350 17.14
Affimed Therapeutics B V 0.00 1000 1.00
Csi Compress 0.00 1000 5.00
Calithera Biosciences 0.00 200 10.00
Azure Midstream Partners Lp m 0.00 1287 +28% 0.00
Pjt Partners 0.00 17 58.82
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
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
Snap Inc cl a 0.00 100 10.00
Peregine Pharmaceuticals Inc N 0.00 1 0.00

Past 13F-HR SEC Filings by Advocacy Wealth Management Services

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