Advocacy Wealth Management Services

Advocacy Wealth Management Services as of Dec. 31, 2024

Portfolio Holdings for Advocacy Wealth Management Services

Advocacy Wealth Management Services holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 22.5 $296M 4.3M 68.94
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.7 $89M 2.6M 34.13
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 5.9 $78M 819k 94.99
Ishares Tr S&p 500 Grwt Etf (IVW) 5.6 $73M 719k 101.53
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.1 $67M 1.3M 51.25
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.0 $65M 367k 178.08
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 4.9 $65M 2.5M 26.19
Ishares Msci Emrg Chn (EMXC) 4.5 $59M 1.1M 55.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.5 $46M 1.7M 27.71
Ishares Tr Eafe Grwth Etf (EFG) 3.4 $44M 459k 96.83
Ishares Tr TRS FLT RT BD (TFLO) 3.3 $44M 867k 50.47
Ishares Tr Eafe Value Etf (EFV) 3.2 $42M 798k 52.47
Pimco Etf Tr Sr Ln Active Etf (LONZ) 2.8 $37M 729k 51.10
Angel Oak Funds Trust Income Etf (CARY) 2.8 $37M 1.8M 20.59
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $33M 175k 190.88
Ishares Tr U.s. Tech Etf (IYW) 2.1 $27M 172k 159.52
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.9 $25M 473k 52.02
Vanguard Index Fds Small Cp Etf (VB) 1.8 $24M 99k 240.28
Ishares Tr Mbs Etf (MBB) 1.7 $23M 245k 91.68
RBB Us Treas 5 Yr Nt (UFIV) 1.3 $17M 362k 47.81
Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $15M 73k 206.92
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.0 $14M 412k 32.76
Ishares Tr Us Infrastruc (IFRA) 0.8 $10M 218k 46.29
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.6 $7.7M 155k 49.69
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $6.8M 76k 89.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $6.4M 12k 538.82
Ishares Gold Tr Ishares New (IAU) 0.5 $6.3M 127k 49.51
Vanguard Index Fds Growth Etf (VUG) 0.4 $5.9M 14k 410.44
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $5.1M 100k 50.88
Ishares Tr Ultra Short-term (ICSH) 0.4 $4.6M 92k 50.43
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.4 $4.6M 92k 50.11
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $4.6M 46k 100.34
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $4.6M 91k 50.37
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $4.5M 63k 71.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $3.2M 18k 175.23
Ishares Tr Msci Global Qual (AQLT) 0.2 $3.2M 131k 24.16
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $2.9M 111k 25.92
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.8M 11k 269.70
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.2 $2.5M 47k 54.23
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.4M 25k 96.90
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.1M 16k 70.28
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.1M 1.9k 588.68
Ishares Tr National Mun Etf (MUB) 0.1 $788k 7.4k 106.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $499k 852.00 586.08
Exxon Mobil Corporation (XOM) 0.0 $429k 4.0k 107.57
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $417k 6.4k 65.35
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $402k 4.1k 97.46
Franklin Templeton Etf Tr Franklin India (FLIN) 0.0 $401k 11k 37.90
Ishares Tr High Yld Systm B (HYDB) 0.0 $331k 7.0k 47.01
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $280k 3.2k 88.79
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $277k 3.4k 81.25
Doubleline Etf Trust Mortgage Etf (DMBS) 0.0 $261k 5.4k 48.10
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.0 $228k 4.8k 47.26