Advocacy Wealth Management Services

Advocacy Wealth Management Services as of March 31, 2025

Portfolio Holdings for Advocacy Wealth Management Services

Advocacy Wealth Management Services holds 55 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 17.6 $259M 3.9M 65.76
Pimco Etf Tr Multisector Bd (PYLD) 5.4 $79M 3.0M 26.35
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.4 $79M 1.6M 48.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.2 $76M 2.1M 36.41
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 5.1 $75M 2.7M 27.26
Ishares Tr S&p 500 Grwt Etf (IVW) 5.1 $75M 805k 92.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.8 $71M 414k 170.89
Ishares Msci Emrg Chn (EMXC) 4.1 $60M 1.1M 55.09
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 4.1 $60M 1.2M 49.08
Ishares Tr S&p 500 Val Etf (IVE) 3.7 $54M 284k 190.58
Ishares Tr Eafe Value Etf (EFV) 2.8 $42M 707k 58.94
Pimco Etf Tr Sr Ln Active Etf (LONZ) 2.7 $40M 793k 50.38
Angel Oak Funds Trust Income Etf (CARY) 2.7 $40M 1.9M 20.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.7 $39M 1.5M 26.20
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 2.7 $39M 410k 95.98
Ishares Tr Eafe Grwth Etf (EFG) 2.1 $30M 303k 100.00
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.9 $28M 719k 39.16
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.9 $28M 534k 52.38
Ishares Tr U.s. Tech Etf (IYW) 1.8 $27M 192k 140.44
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 1.7 $25M 489k 51.78
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $21M 123k 173.23
Ishares Tr Mbs Etf (MBB) 1.3 $19M 204k 93.78
Ishares Gold Tr Ishares New (IAU) 1.2 $18M 304k 58.96
RBB Us Treas 5 Yr Nt (UFIV) 1.2 $18M 359k 48.87
Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $17M 84k 202.13
Ishares Tr Hdg Msci Eafe (HEFA) 1.1 $17M 456k 36.29
Blackrock Etf Trust Ishares Us Thema (THRO) 1.1 $17M 521k 31.69
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.1 $16M 349k 46.02
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.9 $14M 418k 33.24
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.5 $7.9M 158k 50.14
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $7.4M 81k 90.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $6.1M 12k 513.92
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $6.1M 120k 51.05
Ishares Tr Core Msci Eafe (IEFA) 0.4 $5.9M 78k 75.65
Ishares Tr Ultra Short-term (ICSH) 0.4 $5.2M 102k 50.70
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $5.2M 102k 50.63
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $5.1M 51k 100.62
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.3 $5.1M 103k 50.12
Vanguard Index Fds Growth Etf (VUG) 0.3 $4.3M 12k 370.82
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $4.3M 63k 68.01
Ishares Tr Msci Global Qual (AQLT) 0.2 $3.1M 131k 23.38
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.2 $2.9M 47k 62.77
Franklin Templeton Etf Tr Franklin India (FLIN) 0.2 $2.9M 79k 36.84
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.2 $2.9M 34k 84.51
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.7M 11k 257.03
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.2 $2.5M 47k 53.31
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.2M 22k 98.92
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.0M 1.9k 561.90
Vanguard Index Fds Value Etf (VTV) 0.1 $1.0M 6.0k 172.74
Ishares Tr National Mun Etf (MUB) 0.1 $780k 7.4k 105.44
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $572k 11k 51.94
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $538k 11k 50.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $477k 852.00 559.39
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $232k 2.5k 93.66
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $222k 2.7k 82.54