Advocacy Wealth Management Services

Advocacy Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Advocacy Wealth Management

Advocacy Wealth Management holds 142 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 10.6 $244M 3.1M 78.34
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.3 $122M 625k 194.50
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.9 $113M 1.9M 59.20
Spdr Series Trust Portfolio Ln Tsr (SPTL) 4.6 $106M 3.9M 26.95
Ishares Tr S&p 500 Grwt Etf (IVW) 4.0 $91M 755k 120.72
Pimco Etf Tr Multisector Bd (PYLD) 3.8 $89M 3.3M 26.84
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 3.7 $86M 892k 96.14
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.7 $86M 2.0M 42.79
Ishares Tr Eafe Value Etf (EFV) 3.3 $77M 1.1M 67.83
Ishares Tr S&p 500 Val Etf (IVE) 3.3 $76M 370k 206.51
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 2.9 $67M 1.3M 49.66
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.7 $63M 1.1M 57.52
Blackrock Etf Trust Ishares A I Inno (BAI) 2.1 $49M 1.4M 34.16
Pimco Etf Tr Sr Ln Active Etf (LONZ) 1.9 $45M 872k 51.07
Angel Oak Funds Trust Income Etf (CARY) 1.9 $44M 2.1M 20.91
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $44M 1.5M 29.64
Blackrock Etf Trust Ishares Us Thema (THRO) 1.8 $41M 1.1M 37.86
Ishares Msci Emrg Chn (EMXC) 1.6 $37M 543k 67.51
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.5 $35M 744k 46.81
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 1.5 $35M 668k 51.97
Ishares Gold Tr Ishares New (IAU) 1.2 $28M 384k 72.77
Alphabet Cap Stk Cl A (GOOGL) 1.1 $27M 109k 243.10
Coca-Cola Company (KO) 1.1 $26M 386k 66.32
Global X Fds Defense Tech Etf (SHLD) 1.1 $25M 356k 70.24
Ishares Tr Msci Usa Mmentm (MTUM) 1.0 $24M 93k 256.45
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $23M 119k 189.70
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.0 $23M 510k 44.01
Amazon (AMZN) 0.9 $22M 99k 219.57
Microsoft Corporation (MSFT) 0.9 $21M 41k 517.95
NVIDIA Corporation (NVDA) 0.9 $21M 111k 184.53
Ishares Tr Mbs Etf (MBB) 0.9 $20M 211k 95.15
Visa Com Cl A (V) 0.8 $20M 57k 341.38
Asml Holding N V N Y Registry Shs (ASML) 0.8 $19M 20k 968.09
Eli Lilly & Co. (LLY) 0.8 $19M 24k 763.00
Monster Beverage Corp (MNST) 0.8 $18M 260k 67.31
Intuit (INTU) 0.7 $17M 25k 682.91
Abbott Laboratories (ABT) 0.7 $17M 128k 133.94
Palo Alto Networks (PANW) 0.7 $17M 81k 206.69
Apple (AAPL) 0.7 $15M 60k 254.63
Stryker Corporation (SYK) 0.7 $15M 41k 369.67
Uber Technologies (UBER) 0.6 $15M 153k 97.97
Charles Schwab Corporation (SCHW) 0.6 $15M 155k 95.47
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $15M 272k 53.24
Intercontinental Exchange (ICE) 0.6 $14M 80k 168.48
Netflix (NFLX) 0.6 $13M 11k 1198.92
Lowe's Companies (LOW) 0.6 $13M 51k 251.31
S&p Global (SPGI) 0.5 $12M 25k 486.71
Servicenow (NOW) 0.5 $12M 13k 920.28
Arista Networks Com Shs (ANET) 0.5 $12M 83k 145.71
Take-Two Interactive Software (TTWO) 0.5 $12M 45k 258.36
Zoetis Cl A (ZTS) 0.5 $11M 77k 146.32
Edwards Lifesciences (EW) 0.5 $11M 136k 77.77
Chipotle Mexican Grill (CMG) 0.5 $11M 268k 39.19
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.4 $9.5M 213k 44.48
Adobe Systems Incorporated (ADBE) 0.4 $8.9M 25k 352.75
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $8.4M 88k 95.19
Ishares Tr Core Msci Eafe (IEFA) 0.4 $8.1M 93k 87.31
J.B. Hunt Transport Services (JBHT) 0.3 $7.9M 59k 134.17
Accenture Plc Ireland Shs Class A (ACN) 0.3 $7.2M 29k 246.60
Workday Cl A (WDAY) 0.3 $6.9M 29k 240.73
Vanguard Index Fds Growth Etf (VUG) 0.3 $6.6M 14k 479.61
Wisdomtree Tr Artificial Intel (WTAI) 0.2 $5.7M 198k 28.56
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $5.6M 109k 51.09
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.2 $5.4M 108k 50.23
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $5.4M 54k 100.69
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $5.4M 106k 50.73
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $5.0M 63k 80.65
Ishares Tr Ultra Short Dur (ICSH) 0.2 $4.9M 97k 50.75
Ishares Tr Msci Global Qual (AQLT) 0.2 $3.8M 140k 27.12
Franklin Templeton Etf Tr Franklin India (FLIN) 0.1 $3.2M 86k 37.29
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $3.1M 29k 107.44
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $2.9M 49k 60.26
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.1 $2.8M 36k 78.21
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $2.3M 11k 203.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.2M 3.7k 612.46
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.2M 22k 100.25
Corning Incorporated (GLW) 0.1 $1.9M 23k 82.03
Raymond James Financial (RJF) 0.1 $1.7M 10k 172.60
Ishares Msci Germany Etf (EWG) 0.1 $1.7M 41k 41.61
Veeva Sys Cl A Com (VEEV) 0.1 $1.6M 5.3k 297.91
Te Connectivity Ord Shs (TEL) 0.1 $1.6M 7.1k 219.53
Doordash Cl A (DASH) 0.1 $1.5M 5.5k 271.99
Meta Platforms Cl A (META) 0.1 $1.4M 2.0k 734.38
Pinterest Cl A (PINS) 0.1 $1.4M 43k 32.17
Ishares Core Msci Emkt (IEMG) 0.1 $1.4M 21k 65.92
Marvell Technology (MRVL) 0.1 $1.4M 16k 84.07
Costco Wholesale Corporation (COST) 0.1 $1.4M 1.5k 925.63
Home Depot (HD) 0.1 $1.3M 3.3k 405.19
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.3M 40k 31.91
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.3M 11k 113.88
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.2M 43k 29.11
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.2M 1.8k 669.30
Labcorp Holdings Com Shs (LH) 0.1 $1.2M 4.2k 287.06
Aptiv Com Shs (APTV) 0.1 $1.2M 13k 86.22
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.2M 12k 93.37
Broadridge Financial Solutions (BR) 0.0 $1.1M 4.8k 238.17
Transunion (TRU) 0.0 $1.1M 13k 83.78
Ametek (AME) 0.0 $1.1M 5.8k 188.00
Corpay Com Shs (CPAY) 0.0 $1.1M 3.7k 288.06
Alcon Ord Shs (ALC) 0.0 $1.0M 14k 74.51
Alphabet Cap Stk Cl C (GOOG) 0.0 $1.0M 4.1k 243.55
Ishares Tr National Mun Etf (MUB) 0.0 $983k 9.2k 106.49
Teradyne (TER) 0.0 $968k 7.0k 137.64
Oracle Corporation (ORCL) 0.0 $938k 3.3k 281.24
TJX Companies (TJX) 0.0 $921k 6.4k 144.54
Copart (CPRT) 0.0 $918k 20k 44.97
Primo Brands Corporation Class A Com Shs (PRMB) 0.0 $913k 41k 22.10
Abbvie (ABBV) 0.0 $868k 3.7k 231.54
Globus Med Cl A (GMED) 0.0 $851k 15k 57.27
Euronet Worldwide (EEFT) 0.0 $842k 9.6k 87.81
Atlassian Corporation Cl A (TEAM) 0.0 $830k 5.2k 159.70
Ishares Tr Core Div Grwth (DGRO) 0.0 $794k 12k 68.08
Church & Dwight (CHD) 0.0 $771k 8.8k 87.63
Truist Financial Corp equities (TFC) 0.0 $673k 15k 45.72
Global Payments (GPN) 0.0 $643k 7.7k 83.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $576k 864.00 666.18
Birkenstock Holding Com Shs (BIRK) 0.0 $564k 13k 45.25
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $559k 11k 50.59
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $543k 12k 46.93
Procter & Gamble Company (PG) 0.0 $540k 3.5k 153.65
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $513k 3.7k 139.67
AmerisourceBergen (COR) 0.0 $501k 1.6k 312.53
Johnson & Johnson (JNJ) 0.0 $479k 2.6k 185.42
Exxon Mobil Corporation (XOM) 0.0 $450k 4.0k 112.75
Cisco Systems (CSCO) 0.0 $449k 6.6k 68.42
Pepsi (PEP) 0.0 $447k 3.2k 140.44
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.0 $436k 8.7k 50.35
Qualcomm (QCOM) 0.0 $419k 2.5k 166.36
McDonald's Corporation (MCD) 0.0 $416k 1.4k 303.89
Electronic Arts (EA) 0.0 $387k 1.9k 201.70
Vanguard Index Fds Value Etf (VTV) 0.0 $381k 2.0k 186.49
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $371k 7.5k 49.46
Select Sector Spdr Tr Indl (XLI) 0.0 $367k 2.4k 154.23
Amphenol Corp Cl A (APH) 0.0 $362k 2.9k 123.75
Ishares Tr U.s. Tech Etf (IYW) 0.0 $347k 1.8k 195.86
Wal-Mart Stores (WMT) 0.0 $341k 3.3k 103.06
Vanguard Index Fds Large Cap Etf (VV) 0.0 $338k 1.1k 307.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $272k 1.3k 208.71
Mondelez Intl Cl A (MDLZ) 0.0 $254k 4.1k 62.47
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $240k 2.7k 89.37
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $235k 2.5k 95.14
Colgate-Palmolive Company (CL) 0.0 $205k 2.6k 79.94