Name Advocacy Wealth Management Services as of Dec. 31, 2012
Portfolio Holdings for Name Advocacy Wealth Management Services
Name Advocacy Wealth Management Services holds 17 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR Barclays Capital High Yield B | 22.3 | $3.2M | 78k | 41.03 | |
Spdr S&p 500 Etf (SPY) | 13.2 | $1.9M | 13k | 146.04 | |
Vanguard Extended Market ETF (VXF) | 6.5 | $933k | 15k | 62.12 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 6.5 | $930k | 11k | 88.19 | |
Vanguard Short-Term Bond ETF (BSV) | 6.3 | $905k | 11k | 81.02 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 6.2 | $877k | 11k | 80.16 | |
Vanguard Europe Pacific ETF (VEA) | 6.1 | $867k | 24k | 35.82 | |
Vanguard Small-Cap Value ETF (VBR) | 5.7 | $816k | 11k | 74.73 | |
Vanguard Large-Cap ETF (VV) | 5.4 | $765k | 11k | 66.85 | |
Vanguard Emerging Markets ETF (VWO) | 3.7 | $523k | 12k | 45.46 | |
Annaly Capital Management | 3.2 | $460k | 32k | 14.33 | |
At&t (T) | 3.2 | $450k | 13k | 35.02 | |
Ferrellgas Partners | 3.0 | $420k | 24k | 17.73 | |
CPI Inflation Hedged ETF | 2.7 | $382k | 15k | 26.34 | |
PPL Corporation (PPL) | 2.4 | $348k | 12k | 29.12 | |
Prospect Capital Corporation (PSEC) | 1.9 | $265k | 24k | 11.01 | |
Vector (VGR) | 1.8 | $257k | 17k | 15.51 |