Advocacy Wealth Management Services, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
3350 RIVERWOOD PARKWAY ATLANTA, GA 30339
As of the latest 13F report, the guru’s equity portfolio contained 39 stocks valued at a total of $757.00Mil. The top holdings were
According to GuruFocus data, these were Advocacy Wealth Management Services, LLC’s top five trades of the quarter.
iShares MSCI USA Min Vol Factor ETF
During the quarter, Advocacy Wealth Management Services, LLC bought 578,711 shares of BATS:USMV for a total holding of 582,140. The trade had a 5.51% impact on the equity portfolio. During the quarter, the stock traded for an average price of $70.90000000000001.
On 01/27/2023, iShares MSCI USA Min Vol Factor ETF traded for a price of $72.7 per share and a market cap of $30.26Bil. The stock has returned 0.62% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI USA Min Vol Factor ETF has a price-earnings ratio of 22.82 and a price-book ratio of 4.08.
Overlay Shares Hedged Large Cap Equity ETF
The guru established a new position worth 1,376,811 shares in ARCA:OVLH, giving the stock a 4.53% weight in the equity portfolio. Shares traded for an average price of $25.05 during the quarter.
On 01/27/2023, Overlay Shares Hedged Large Cap Equity ETF traded for a price of $25.79 per share and a market cap of $58.67Mil. The stock has returned -5.63% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Overlay Shares Hedged Large Cap Equity ETF has a price-earnings ratio of 20.25 and a price-book ratio of 3.83.
Overlay Shares Large Cap Equity ETF
Advocacy Wealth Management Services, LLC reduced their investment in ARCA:OVL by 905,742 shares. The trade had a 4% impact on the equity portfolio. During the quarter, the stock traded for an average price of $30.59.
On 01/27/2023, Overlay Shares Large Cap Equity ETF traded for a price of $32.6083 per share and a market cap of $135.33Mil. The stock has returned -5.94% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Overlay Shares Large Cap Equity ETF has a price-book ratio of 3.83.
Vanguard S&P 500 ETF
Advocacy Wealth Management Services, LLC reduced their investment in ARCA:VOO by 39,835 shares. The trade had a 2.02% impact on the equity portfolio. During the quarter, the stock traded for an average price of $351.8.
On 01/27/2023, Vanguard S&P 500 ETF traded for a price of $372.82 per share and a market cap of $278.92Bil. The stock has returned -4.37% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard S&P 500 ETF has a price-earnings ratio of 19.05 and a price-book ratio of 3.57.
SPDR Portfolio Short Term Corporate Bond ETF
During the quarter, Advocacy Wealth Management Services, LLC bought 223,027 shares of ARCA:SPSB for a total holding of 3,011,250. The trade had a 0.87% impact on the equity portfolio. During the quarter, the stock traded for an average price of $29.13.
On 01/27/2023, SPDR Portfolio Short Term Corporate Bond ETF traded for a price of $29.65 per share and a market cap of $7.88Bil. The stock has returned -1.61% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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