Advocacy Wealth Management Services

Advocacy Wealth Management Services as of March 31, 2024

Portfolio Holdings for Advocacy Wealth Management Services

Advocacy Wealth Management Services holds 54 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 28.2 $328M 5.3M 61.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.9 $92M 2.6M 35.84
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.3 $50M 304k 164.35
Ishares Msci Emrg Chn (EMXC) 4.3 $50M 863k 57.57
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 4.3 $50M 1.8M 27.94
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.1 $48M 935k 51.06
Blackrock Etf Trust Us Eqt Factor (DYNF) 4.1 $48M 1.1M 44.40
Ishares Tr TRS FLT RT BD (TFLO) 4.1 $48M 939k 50.69
Angel Oak Funds Trust Income Etf (CARY) 3.3 $38M 1.9M 20.54
Doubleline Etf Trust Mortgage Etf (DMBS) 3.3 $38M 789k 48.69
Ishares Tr S&p 500 Grwt Etf (IVW) 3.3 $38M 450k 84.44
Pimco Etf Tr Sr Ln Active Etf (LONZ) 3.2 $37M 731k 51.15
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 3.2 $37M 387k 94.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.8 $33M 403k 81.43
Ishares Tr S&p 500 Val Etf (IVE) 2.2 $26M 139k 186.81
Ishares Tr Eafe Value Etf (EFV) 1.7 $19M 355k 54.40
Ishares Tr U.s. Tech Etf (IYW) 1.6 $19M 141k 135.06
Blackrock Etf Trust Ii Flexible Income (BINC) 1.6 $19M 359k 52.46
Ishares Tr Mbs Etf (MBB) 1.5 $18M 195k 92.42
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $13M 124k 103.79
Ishares Tr Hdg Msci Eafe (HEFA) 1.1 $13M 366k 34.88
Ishares Tr Global Energ Etf (IXC) 1.1 $13M 295k 42.95
Ishares Tr Us Infrastruc (IFRA) 0.7 $8.2M 189k 43.36
Ishares Tr Blackrock Ultra (ICSH) 0.6 $6.7M 133k 50.56
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $6.7M 67k 100.54
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.6 $6.7M 133k 50.45
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.6 $6.7M 134k 49.89
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $5.7M 63k 89.67
Vanguard Index Fds Growth Etf (VUG) 0.5 $5.5M 16k 344.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $5.5M 12k 480.70
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $4.2M 143k 29.77
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $3.8M 59k 64.15
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.2 $2.9M 52k 55.23
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.8M 12k 239.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $2.8M 19k 147.73
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $2.7M 33k 81.78
Franklin Templeton Etf Tr Ftse Europe (FLEE) 0.2 $2.5M 85k 29.74
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $2.1M 27k 78.64
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $2.1M 25k 83.58
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.9M 32k 58.06
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $1.4M 29k 49.22
Listed Fd Tr Overlay (OVLH) 0.1 $1.4M 44k 31.25
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $1.3M 27k 47.58
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.2M 2.3k 525.73
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $969k 24k 39.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $868k 1.7k 523.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $705k 4.2k 169.37
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $703k 7.2k 97.94
Spdr Index Shs Fds S&p North Amer (NANR) 0.0 $480k 8.8k 54.58
Ishares Tr S&p 100 Etf (OEF) 0.0 $395k 1.6k 247.41
Ishares Tr Core Msci Eafe (IEFA) 0.0 $387k 5.2k 74.22
Ishares Tr National Mun Etf (MUB) 0.0 $332k 3.1k 107.60
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $299k 4.9k 60.42
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $258k 8.9k 28.92