AW

Advocacy Wealth Management Services, LLC

13F
Advocacy Wealth Management Services, LLC
Last update 2024-07-10 51 Stocks (1 new)
Value $1.21 Bil Turnover 10 %
Countries:
Top Holdings: SPLG(26.69%)SPDW(7.67%)LDUR(6.21%)IVW(5.54%)SPTL(4.91%)
Portfolio Report
Summary Stock Picks Current Portfolio
Advocacy Wealth Management Ser... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG 		SPDR Portfolio S&P 500 ETF
5,053,527
323425.730
-5.09%
26.690
-1.43%
-
+7.01%
+22.02%
48633.730
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
2,649,547
92946.110
+3.06%
7.670
+0.23%
-
+1.04%
+5.73%
20817.244
 
LDUR 		PIMCO Enhanced Low Duration Active Exchange-Traded Fund
794,948
75257.730
+105.40%
6.210
+3.19%
-
-0.03%
+0.51%
881.961
 
IVW 		iShares S&P 500 Growth ETF
725,361
67124.910
+61.38%
5.540
+2.11%
-
+10.18%
+30.40%
54614.657
 
SPTL 		SPDR Portfolio Long Term Treasury ETF
2,187,692
59548.980
+23.26%
4.910
+0.93%
-
-1.37%
-5.51%
10765.092
 
QUAL 		iShares MSCI USA Quality Factor ETF
323,473
55236.250
+6.42%
4.560
+0.27%
-
+6.50%
+22.07%
49854.286
 
EMXC 		iShares MSCI Emerging Markets ex China ETF
902,057
53401.770
+4.52%
4.410
+0.19%
-
+0.87%
+7.18%
16848.375
 
DYNF 		BlackRock U.S. Equity Factor Rotation ETF
1,129,053
52997.750
+5.10%
4.370
+0.21%
-
+8.92%
+27.70%
12715.982
 
TFLO 		iShares Treasury Floating Rate Bond ETF
907,432
45970.510
-3.34%
3.790
-0.14%
-
-0.10%
+0.28%
6933.358
 
CARY 		Angel Oak Income ETF
1,888,587
38904.900
+0.90%
3.210
+0.03%
-
+0.14%
+2.20%
317.623
 

Advocacy Wealth Management Services, LLC's Historical Top Holdings Breakdowns

Advocacy Wealth Management Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FLOT 		iShares Floating Rate Bond ETF2024-06-30Reduce
-3.42%
●
50.82 ($50.98) 51.15
$51.03
0.10%
Reduce -83.09%
158,135
-777,179
LDUR 		PIMCO Enhanced Low Duration Active Exchange-Traded Fund2024-06-30Add
+3.19%
●
94.04 ($94.41) 94.67
$95.24
0.88%
Add 105.4%
794,948
407,920
IVW 		iShares S&P 500 Growth ETF2024-06-30Add
+2.11%
●
79.31 ($86.21) 93.31
$97.93
13.59%
Add 61.38%
725,361
275,876
EFG 		iShares MSCI EAFE Growth ETF2024-06-30Add
+1.85%
●
97.17 ($102.22) 106.25
$101.82
-0.39%
Add 177.57%
342,932
219,384
SPLG 		SPDR Portfolio S&P 500 ETF2024-06-30Reduce
-1.43%
●
58.24 ($61.56) 64.51
$68.21
10.80%
Reduce -5.09%
5,053,527
-270,788
IXC 		iShares Global Energy ETF2024-06-30Sold Out
-1.09%
●
39.86 ($42.85) 44.76
$40.31
-5.93%
Sold Out
0
-295,021
SPTL 		SPDR Portfolio Long Term Treasury ETF2024-06-30Add
+0.93%
●
26.06 ($26.99) 27.96
$27.42
1.59%
Add 23.26%
2,187,692
412,859
EFV 		iShares MSCI EAFE Value ETF2024-06-30Reduce
-0.41%
●
52.34 ($54.36) 56.41
$55.19
1.53%
Reduce -24.65%
267,658
-87,545
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF2024-06-30Reduce
-0.32%
●
29.51 ($29.63) 29.7
$30.01
1.28%
Reduce -86.01%
19,956
-122,672
QUAL 		iShares MSCI USA Quality Factor ETF2024-06-30Add
+0.27%
●
154.56 ($164.2) 173.19
$179.62
9.39%
Add 6.42%
323,473
19,502

Advocacy Wealth Management Services, LLC Total Holding History ($B)

To

Advocacy Wealth Management Services, LLC's Asset Allocation

To

Advocacy Wealth Management Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Advocacy Wealth Management Services, LLC's Hypothetical Growth since 2024-06-30

Advocacy Wealth Management Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Advocacy Wealth Management Services, LLC's Holdings Heat Map

Size field:

Advocacy Wealth Management Services, LLC's Holdings Bubble Chart

Advocacy Wealth Management Services, LLC News

  • 1

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