Advocacy Wealth Management Services

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

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

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Portfolio Holdings for Advocacy Wealth Management Services

Companies in the Advocacy Wealth Management Services portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 21.3 $143M +10% 1.2M 118.19
Listed Fd Tr Shares Core Bd (OVB) 14.6 $97M +5% 3.7M 26.52
Ishares Tr Msci Usa Min Vol (USMV) 13.4 $90M +5% 1.3M 67.88
Listed Fd Tr Shares Lag Cap (OVL) 12.2 $82M -4% 2.6M 31.90
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 8.7 $58M +9% 1.1M 54.73
Listed Fd Tr Shares Muni Db (OVM) 3.9 $26M +6% 1.0M 25.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $19M 55k 343.68
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 2.4 $16M -7% 315k 50.38
Ishares Tr Expanded Tech (IGV) 2.4 $16M -2% 45k 354.10
Fidelity Covington Trust Consmr Staples (FSTA) 1.8 $12M +3% 300k 40.68
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $11M +31% 44k 241.15
Ishares U S Etf Tr Technology (IETC) 1.5 $10M 216k 47.53
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 1.1 $7.6M NEW 187k 40.36
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) 1.0 $6.9M +6% 96k 71.39

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J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.0 $6.8M -4% 135k 50.79
Ark Etf Tr Genomic Rev Etf (ARKG) 1.0 $6.7M -34% 72k 93.27
Ishares Tr Ultr Sh Trm Bd (ICSH) 0.9 $6.2M -3% 124k 50.52
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $6.1M 60k 102.04
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.9 $6.1M 121k 50.58
Spdr Ser Tr Hlth Cr Equip (XHE) 0.7 $4.7M -3% 42k 113.84
Ishares Tr Core S&p500 Etf (IVV) 0.6 $3.9M +30% 10k 375.41
Etf Managers Tr Wedbush Vid Game (GAMR) 0.6 $3.8M -8% 48k 78.95
Invesco Exchange Traded Fd T Dynmc Media (PBS) 0.6 $3.7M -14% 80k 46.09
Global X Fds Social Med Etf (SOCL) 0.6 $3.7M -13% 60k 61.78
Vaneck Vectors Etf Tr Agribusiness Etf (MOO) 0.4 $2.8M -3% 36k 77.89
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $2.8M 61k 46.09
Ishares Tr Core Msci Eafe (IEFA) 0.3 $2.3M +30% 33k 69.08
Ishares Core Msci Emkt (IEMG) 0.3 $2.3M +263% 37k 62.04
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $2.1M -24% 16k 132.97
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.4M +34% 7.8k 178.39
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $1.3M 17k 73.39
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $801k -18% 26k 31.40
Ishares Msci Emerg Mrkt (EEMV) 0.1 $668k 11k 61.05
Listed Fd Tr Shares Foreign (OVF) 0.1 $654k -7% 25k 25.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $620k NEW 1.7k 373.72
Ishares Tr National Mun Etf (MUB) 0.1 $470k +9% 4.0k 117.24
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $426k -19% 6.9k 61.81
Listed Fd Tr Shares Sml Cap (OVS) 0.1 $416k -8% 14k 29.93
Home Depot (HD) 0.1 $390k 1.5k 265.31
Flexshares Tr Discp Dur Mbs (MBSD) 0.1 $376k -44% 16k 24.03
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $355k -18% 8.7k 40.74
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $256k 2.4k 108.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $135k NEW 506.00 266.80
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $129k 1.7k 75.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $120k 1.4k 88.50
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $117k NEW 567.00 206.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $113k -14% 359.00 314.76
Spdr Ser Tr Spdr Bloomberg (BIL) 0.0 $99k 1.1k 91.67
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $93k 1.4k 68.13
Apple (AAPL) 0.0 $90k -2% 679.00 132.55
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $88k 2.9k 30.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $83k 856.00 96.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $76k 913.00 83.24
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $68k 2.0k 34.00
Disney Walt Com Disney (DIS) 0.0 $60k 332.00 180.72
AFLAC Incorporated (AFL) 0.0 $53k 1.2k 44.17
Global X Fds Msci China Con (CHIS) 0.0 $48k -99% 1.4k 34.73
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $48k 1.0k 45.89
Select Sector Spdr Tr Technology (XLK) 0.0 $44k 341.00 129.03
Ishares Tr Mbs Etf (MBB) 0.0 $40k 361.00 110.80
Broadcom (AVGO) 0.0 $37k 85.00 435.29
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $36k 513.00 70.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $35k NEW 679.00 51.55
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $34k NEW 1.0k 33.30
Phillips 66 (PSX) 0.0 $33k 470.00 70.21
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $33k 290.00 113.79
Alphabet Cap Stk Cl A (GOOGL) 0.0 $32k 18.00 1777.78
Verizon Communications (VZ) 0.0 $31k 526.00 58.94
Cisco Systems (CSCO) 0.0 $31k +6% 682.00 45.45
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $30k -17% 201.00 149.25
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $29k -14% 263.00 110.27
Starwood Property Trust (STWD) 0.0 $29k 1.5k 19.33
Prospect Capital Corporation (PSEC) 0.0 $28k 5.1k 5.49
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $28k 174.00 160.92
ConocoPhillips (COP) 0.0 $27k 679.00 39.76
Chubb (CB) 0.0 $27k 177.00 152.54
FedEx Corporation (FDX) 0.0 $27k 104.00 259.62
Coca-Cola Company (KO) 0.0 $25k 451.00 55.43
Citigroup Com New (C) 0.0 $24k 386.00 62.18
Johnson & Johnson (JNJ) 0.0 $24k 150.00 160.00
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $23k 256.00 89.84
JPMorgan Chase & Co. (JPM) 0.0 $22k 177.00 124.29
Booking Holdings (BKNG) 0.0 $22k 10.00 2200.00
Hca Holdings (HCA) 0.0 $22k -15% 136.00 161.76
Lincoln National Corporation (LNC) 0.0 $22k -16% 438.00 50.23
Global X Fds Msci China Fincl (CHIX) 0.0 $21k -99% 1.4k 15.05
Us Bancorp Del Com New (USB) 0.0 $21k 450.00 46.67
American Express Company (AXP) 0.0 $21k -22% 175.00 120.00
Ptc Therapeutics I (PTCT) 0.0 $21k 350.00 60.00
Ss&c Technologies Holding (SSNC) 0.0 $20k 273.00 73.26
Facebook Cl A (FB) 0.0 $19k 68.00 279.41
Applied Materials (AMAT) 0.0 $19k 215.00 88.37
Progressive Corporation (PGR) 0.0 $19k +43% 197.00 96.45
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $19k NEW 472.00 40.25
Stanley Black & Decker (SWK) 0.0 $18k 102.00 176.47
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $18k 113.00 159.29
Tyson Foods Cl A (TSN) 0.0 $18k +37% 281.00 64.06
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $18k NEW 303.00 59.41
Chevron Corporation (CVX) 0.0 $17k 198.00 85.86
Cbre Group Cl A (CBRE) 0.0 $17k 279.00 60.93
Bausch Health Companies (BHC) 0.0 $15k 700.00 21.43
General Dynamics Corporation (GD) 0.0 $15k 98.00 153.06
Merck & Co (MRK) 0.0 $15k 188.00 79.79
Wisdomtree Tr Cboe S&p 500 (PUTW) 0.0 $14k 503.00 27.83
Select Sector Spdr Tr Communication (XLC) 0.0 $14k 201.00 69.65
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $13k NEW 625.00 20.80
Capital One Financial (COF) 0.0 $13k -27% 136.00 95.59
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $12k 173.00 69.36
AmerisourceBergen (ABC) 0.0 $12k 122.00 98.36
Bristol Myers Squibb (BMY) 0.0 $12k 200.00 60.00
AutoZone (AZO) 0.0 $12k NEW 10.00 1200.00
Laboratory Corp Amer Hldgs Com New (LH) 0.0 $12k 61.00 196.72
Intel Corporation (INTC) 0.0 $11k 223.00 49.33
Mondelez Intl Cl A (MDLZ) 0.0 $11k -32% 189.00 58.20
John Hancock Tax-Advantage Dvd Incom (HTD) 0.0 $11k 500.00 22.00
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $11k 102.00 107.84
Ishares Tr Core Div Grwth (DGRO) 0.0 $10k 221.00 45.25
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $10k 62.00 161.29
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $9.0k 127.00 70.87
At&t (T) 0.0 $8.0k 294.00 27.21
Tesla Motors (TSLA) 0.0 $8.0k NEW 12.00 666.67
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $8.0k 69.00 115.94
Paypal Holdings (PYPL) 0.0 $7.0k NEW 31.00 225.81
Southern Company (SO) 0.0 $7.0k 113.00 61.95
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.0 $7.0k 386.00 18.13
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $6.0k 109.00 55.05
Advisorshares Tr Newflt Mulsinc (MINC) 0.0 $6.0k 121.00 49.59
Ishares Tr U.s. Fixed Incme (FIBR) 0.0 $6.0k 62.00 96.77
Microsoft Corporation (MSFT) 0.0 $6.0k NEW 26.00 230.77
Prologis (PLD) 0.0 $5.0k NEW 55.00 90.91
Snap Cl A (SNAP) 0.0 $5.0k 100.00 50.00
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $5.0k NEW 175.00 28.57
Amazon (AMZN) 0.0 $3.0k 1.00 3000.00
Synovus Finl Corp Com New (SNV) 0.0 $3.0k 100.00 30.00
Shopify Cl A (SHOP) 0.0 $2.0k NEW 2.00 1000.00
Square Cl A (SQ) 0.0 $2.0k NEW 10.00 200.00
Nokia Corp Sponsored Adr (NOK) 0.0 $2.0k 560.00 3.57
Wal-Mart Stores (WMT) 0.0 $1.0k 4.00 250.00
Nike CL B (NKE) 0.0 $1.0k 4.00 250.00
Walgreen Boots Alliance (WBA) 0.0 $0 3.00 0.00
Under Armour CL C (UA) 0.0 $0 4.00 0.00
Canopy Gro (CGC) 0.0 $0 NEW 8.00 0.00
Aphria Inc foreign (APHA) 0.0 $0 NEW 30.00 0.00
Peregrine Pharmaceuticals (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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