Advocacy Wealth Management Services

Advocacy Wealth Management Services as of June 30, 2025

Portfolio Holdings for Advocacy Wealth Management Services

Advocacy Wealth Management Services holds 63 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 13.9 $226M 3.1M 72.69
Spdr Series Trust Portfolio Ln Tsr (SPTL) 5.9 $97M 3.6M 26.58
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.5 $90M 1.6M 54.46
Pimco Etf Tr Multisector Bd (PYLD) 5.3 $86M 3.2M 26.54
Ishares Tr S&p 500 Grwt Etf (IVW) 5.1 $82M 749k 110.10
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.0 $82M 2.0M 40.49
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.9 $80M 436k 182.82
Ishares Tr Eafe Value Etf (EFV) 4.4 $71M 1.1M 63.48
Ishares Tr S&p 500 Val Etf (IVE) 4.1 $68M 346k 195.42
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 3.9 $64M 1.3M 49.05
Angel Oak Funds Trust Income Etf (CARY) 2.6 $43M 2.1M 20.80
Pimco Etf Tr Sr Ln Active Etf (LONZ) 2.6 $43M 840k 50.99
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 2.6 $42M 440k 95.83
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.6 $42M 1.5M 28.05
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.2 $36M 699k 52.10
Blackrock Etf Trust Ishares Us Thema (THRO) 2.2 $36M 1.0M 35.58
Ishares Msci Emrg Chn (EMXC) 2.1 $35M 549k 63.14
Ishares Tr Eafe Grwth Etf (EFG) 2.0 $33M 298k 112.00
Ishares Tr U.s. Tech Etf (IYW) 2.0 $33M 192k 173.27
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.8 $30M 558k 52.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.8 $29M 682k 42.74
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.7 $29M 687k 41.47
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 1.7 $27M 526k 51.92
Ishares Gold Tr Ishares New (IAU) 1.4 $22M 355k 62.36
Ishares Tr Msci Usa Mmentm (MTUM) 1.3 $21M 88k 240.32
Blackrock Etf Trust Ishares A I Inno (BAI) 1.2 $20M 698k 28.85
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.2 $20M 108k 181.74
Ishares Tr Mbs Etf (MBB) 1.2 $19M 200k 93.89
RBB Us Treas 5 Yr Nt (UFIV) 1.2 $19M 382k 49.22
Spdr Series Trust Portfolio Intrmd (SPIB) 0.9 $15M 445k 33.58
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.5 $8.5M 171k 50.09
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $7.7M 83k 92.62
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $6.9M 136k 51.02
Ishares Tr Core Msci Eafe (IEFA) 0.4 $6.1M 73k 83.48
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.4 $6.1M 121k 50.14
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $6.0M 60k 100.53
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $6.0M 119k 50.68
Ishares Tr Ultra Short Dur (ICSH) 0.3 $5.6M 110k 50.71
Vanguard Index Fds Growth Etf (VUG) 0.3 $5.1M 12k 438.40
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.3 $4.7M 63k 74.89
Ishares Tr Msci Global Qual (AQLT) 0.2 $3.6M 140k 25.50
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.2 $2.8M 39k 71.62
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.2 $2.7M 47k 57.78
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.2 $2.6M 28k 94.07
Franklin Templeton Etf Tr Franklin India (FLIN) 0.2 $2.6M 66k 39.83
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.2M 22k 99.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.1M 3.7k 568.08
Ishares Msci Germany Etf (EWG) 0.1 $1.6M 37k 42.31
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.5M 5.3k 285.30
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.1M 1.8k 620.90
Vanguard Index Fds Value Etf (VTV) 0.1 $1.1M 6.0k 176.74
Ishares Tr National Mun Etf (MUB) 0.0 $773k 7.4k 104.48
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $657k 13k 50.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $526k 852.00 617.85
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $522k 11k 48.86
Exxon Mobil Corporation (XOM) 0.0 $461k 4.3k 107.80
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $349k 7.1k 49.51
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $232k 2.5k 93.87
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $229k 2.7k 85.21
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.0 $221k 4.5k 48.62
NVIDIA Corporation (NVDA) 0.0 $206k 1.3k 157.99
Microsoft Corporation (MSFT) 0.0 $205k 413.00 497.41
Apple (AAPL) 0.0 $203k 987.00 205.17