$668 Million is the total value of Advocacy Wealth Management Services, LLC's 144 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLSR | New | SSGA ACTIVE TRspdr ssga us sct | $7,550,000 | – | 187,078 | +100.0% | 1.13% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $620,000 | – | 1,659 | +100.0% | 0.09% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $135,000 | – | 506 | +100.0% | 0.02% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $117,000 | – | 567 | +100.0% | 0.02% | – |
| DBEF | New | DBX ETF TRxtrack msci eafe | $34,000 | – | 1,021 | +100.0% | 0.01% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $35,000 | – | 679 | +100.0% | 0.01% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $19,000 | – | 472 | +100.0% | 0.00% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $18,000 | – | 303 | +100.0% | 0.00% | – |
| AZO | New | AUTOZONE INC | $12,000 | – | 10 | +100.0% | 0.00% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $13,000 | – | 625 | +100.0% | 0.00% | – |
| IDV | New | ISHARES TRintl sel div etf | $5,000 | – | 175 | +100.0% | 0.00% | – |
| MSFT | New | MICROSOFT CORP | $6,000 | – | 26 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HLDGS INC | $7,000 | – | 31 | +100.0% | 0.00% | – |
| PLD | New | PROLOGIS INC. | $5,000 | – | 55 | +100.0% | 0.00% | – |
| TSLA | New | TESLA INC | $8,000 | – | 12 | +100.0% | 0.00% | – |
| SHOP | New | SHOPIFY INCcl a | $2,000 | – | 2 | +100.0% | 0.00% | – |
| APHA | New | APHRIA INC | $0 | – | 30 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $0 | – | 8 | +100.0% | 0.00% | – |
| SQ | New | SQUARE INCcl a | $2,000 | – | 10 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 32 | Q3 2023 | 16.0% |
| ISHARES TR | 32 | Q3 2023 | 1.7% |
| APPLE INC COM | 32 | Q2 2023 | 1.3% |
| ISHARES TR NATIONAL MUN ETF | 31 | Q3 2023 | 2.7% |
| Home Depot Inc/The | 30 | Q3 2022 | 0.6% |
| PROSPECT CAPITAL CORPORATION COM | 30 | Q3 2022 | 1.5% |
| JOHNSON & JOHNSON COM | 30 | Q3 2022 | 0.4% |
| Cisco Systems Inc | 30 | Q3 2022 | 0.1% |
| JPMORGAN CHASE & CO COM | 30 | Q3 2022 | 0.3% |
| CHEVRON CORP NEW COM | 30 | Q3 2022 | 0.1% |
View Advocacy Wealth Management Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-04-04 |
| 13F-HR | 2022-01-05 |
View Advocacy Wealth Management Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.