Advocacy Wealth Management Services

Advocacy Wealth Management Services as of Dec. 31, 2023

Portfolio Holdings for Advocacy Wealth Management Services

Advocacy Wealth Management Services holds 51 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 10.5 $111M 2.0M 55.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.6 $101M 231k 436.80
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.2 $76M 2.2M 34.01
Listed Fd Tr Overlay (OVLH) 6.4 $68M 2.3M 28.91
Ishares Tr TRS FLT RT BD (TFLO) 5.8 $62M 1.2M 50.47
Ishares Tr Core S&p Ttl Stk (ITOT) 5.6 $59M 564k 105.23
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.9 $52M 1.0M 50.62
Spdr Ser Tr Portfolio Short (SPSB) 4.9 $51M 1.7M 29.78
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 4.7 $50M 1.0M 49.20
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 3.8 $40M 1.4M 29.02
Pimco Etf Tr Sr Ln Active Etf (LONZ) 3.2 $34M 671k 50.48
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 3.2 $34M 356k 94.76
Ishares Msci Emrg Chn (EMXC) 3.1 $33M 595k 55.41
Ishares Tr Eafe Value Etf (EFV) 2.6 $27M 527k 52.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.6 $27M 357k 75.32
Ishares Tr Eafe Grwth Etf (EFG) 2.0 $21M 216k 96.85
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.7 $18M 124k 147.14
Ishares Tr U.s. Tech Etf (IYW) 1.3 $14M 113k 122.75
Ishares Tr Mbs Etf (MBB) 1.2 $13M 140k 94.08
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.2 $13M 94k 136.38
Franklin Templeton Etf Tr Ftse Europe (FLEE) 1.2 $12M 440k 28.20
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $11M 147k 78.03
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.0 $10M 141k 72.54
Ishares Tr Core Div Grwth (DGRO) 0.9 $10M 185k 53.82
Ishares Tr S&p 100 Etf (OEF) 0.9 $9.4M 42k 223.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $9.1M 121k 75.10
Ishares Tr Us Infrastruc (IFRA) 0.9 $9.0M 223k 40.27
Ishares Tr Global Energ Etf (IXC) 0.8 $8.7M 223k 39.11
Ishares Tr Blackrock Ultra (ICSH) 0.7 $7.7M 152k 50.36
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.7 $7.7M 154k 49.88
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.7 $7.7M 152k 50.23
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $7.6M 77k 99.79
Fidelity Covington Trust Consmr Staples (FSTA) 0.6 $6.0M 134k 44.63
Listed Fd Tr Shares Lag Cap (OVL) 0.5 $5.7M 152k 37.65
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $4.3M 48k 89.06
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $4.2M 51k 82.04
Vanguard Index Fds Growth Etf (VUG) 0.3 $3.5M 11k 310.88
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $3.2M 54k 58.45
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $3.1M 50k 62.66
Spdr Index Shs Fds S&p North Amer (NANR) 0.2 $2.1M 41k 51.00
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $1.1M 22k 51.41
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.1M 2.2k 477.63
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $897k 24k 37.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $789k 1.7k 475.31
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $715k 18k 40.91
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $640k 6.5k 99.25
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $450k 16k 29.05
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $391k 15k 25.64
Ishares Tr Core Msci Eafe (IEFA) 0.0 $373k 5.3k 70.35
Ishares Tr National Mun Etf (MUB) 0.0 $290k 2.7k 108.41
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $283k 5.2k 54.08