Advocacy Wealth Management Services, LLC - Q4 2021 holdings

$598 Million is the total value of Advocacy Wealth Management Services, LLC's 198 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 16.8% .

 Value Shares↓ Weighting
FLOT BuyISHARES FLOATING RATE BOND ETFetf$116,853,000
+2.2%
2,303,434
+2.4%
19.54%
-5.2%
OVL BuyOVERLAY SHARES LARGE CAP EQUITY ETFetf$113,537,000
+12.6%
2,794,435
+3.0%
18.99%
+4.4%
OVB BuyOVERLAY SHARES CORE BOND ETFetf$82,867,000
-0.8%
3,246,548
+1.1%
13.86%
-8.0%
VOO BuyVANGUARD S&P 500 ETFetf$82,583,000
+19.0%
189,164
+7.5%
13.81%
+10.3%
VGK BuyVANGUARD FTSE EUROPE ETFetf$56,601,000
+12.3%
829,434
+8.0%
9.46%
+4.1%
IWS BuyISHARES RUSSELL MID-CAP VALUE ETFetf$24,485,000
+14.8%
200,077
+6.2%
4.09%
+6.4%
KBWB BuyINVESCO KBW BANK ETFetf$19,934,000
+5.3%
293,838
+4.2%
3.33%
-2.3%
VOT BuyVANGUARD MID-CAP GROWTH INDEX FUNDetf$12,534,000
+13.2%
49,226
+5.0%
2.10%
+5.0%
IYT BuyISHARES U.S. TRANSPORTATION ETFetf$10,031,000
+20.4%
36,282
+5.9%
1.68%
+11.7%
MOO BuyVANECK AGRIBUSINESS ETFetf$9,922,000
+10.7%
103,982
+5.8%
1.66%
+2.6%
XLB BuyMATERIALS SELECT SECTOR SPDR FUNDetf$9,738,000
+21.1%
107,476
+5.7%
1.63%
+12.3%
VONV SellVANGUARD RUSSELL 1000 VALUE ETFetf$9,348,000
-8.8%
126,764
-15.0%
1.56%
-15.5%
XLE BuyENERGY SELECT SECTOR SPDR FUNDetf$5,269,000
+27.0%
94,942
+19.2%
0.88%
+17.8%
IFRA BuyISHARES U.S. INFRASTRUCTURE ETFetf$4,874,000
+18.6%
127,431
+5.7%
0.82%
+10.0%
MINT SellPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf$3,806,000
-5.5%
37,478
-5.1%
0.64%
-12.4%
GSY SellINVESCO ULTRA SHORT DURATION ETFetf$3,771,000
-5.3%
74,964
-4.9%
0.63%
-12.1%
JPST SellJPMORGAN ULTRA-SHORT INCOME ETFetf$3,766,000
-5.4%
74,607
-4.9%
0.63%
-12.3%
IVV SellISHARES CORE S&P 500 ETFetf$3,765,000
-8.5%
7,893
-17.3%
0.63%
-15.1%
ICSH SellBLACKROCK ULTRA SHORT-TERM BOND ETFetf$3,755,000
-5.0%
74,512
-4.8%
0.63%
-11.9%
RPV SellINVESCO S&P 500 PURE VALUE ETFetf$3,467,000
-1.3%
42,898
-7.4%
0.58%
-8.4%
SPTM  SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf$3,163,000
+10.3%
54,1140.0%0.53%
+2.3%
AGG SellISHARES CORE U.S. AGGREGATE BOND ETFetf$2,454,000
-9.6%
21,514
-9.0%
0.41%
-16.3%
IEFA SellISHARES CORE MSCI EAFE ETFetf$2,071,000
-7.5%
27,751
-8.0%
0.35%
-14.4%
EFAV  ISHARES MSCI EAFE MIN VOL FACTOR ETFetf$1,316,000
+1.9%
17,1420.0%0.22%
-5.6%
SPY  SPDR S&P 500 ETFetf$788,000
+10.7%
1,6590.0%0.13%
+3.1%
IEMG SellISHARES CORE MSCI EMERGING MARKETS ETFetf$769,000
-3.8%
12,844
-0.7%
0.13%
-10.4%
EEMV  ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf$687,000
+0.1%
10,9420.0%0.12%
-7.3%
HD  HOME DEPOT INC COMstock$613,000
+26.4%
1,4780.0%0.10%
+18.4%
FIXD SellFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf$341,000
-23.5%
6,414
-23.1%
0.06%
-28.8%
USMV SellISHARES MSCI USA MIN VOL FACTOR ETFetf$337,000
-18.8%
4,167
-26.2%
0.06%
-25.3%
OVM SellOVERLAY SHARES MUNICIPAL BOND ETFetf$284,000
-12.1%
11,225
-9.7%
0.05%
-19.0%
SUB  ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf$254,000
-0.4%
2,3660.0%0.04%
-8.7%
MUB  ISHARES NATIONAL MUNI BOND ETFetf$193,0000.0%1,6620.0%0.03%
-8.6%
DVY  ISHARES SELECT DIVIDEND ETFetf$157,000
+6.8%
1,2820.0%0.03%
-3.7%
VO  VANGUARD MID-CAP INDEX FUNDetf$144,000
+7.5%
5670.0%0.02%0.0%
VBK  VANGUARD SMALL-CAP GROWTH INDEX FUNDetf$143,000
+0.7%
5060.0%0.02%
-7.7%
SPAB  SPDR PORTFOLIO AGGREGATE BOND ETFetf$131,000
-0.8%
4,4270.0%0.02%
-8.3%
IGV SellISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf$120,000
-23.6%
303
-22.9%
0.02%
-28.6%
GSLC  GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf$115,000
+10.6%
1,2080.0%0.02%0.0%
BND SellVANGUARD TOTAL BOND MARKET INDEX FUNDetf$111,000
-4.3%
1,313
-3.2%
0.02%
-9.5%
QQQ  INVESCO QQQ TRUSTetf$99,000
+11.2%
2490.0%0.02%
+6.2%
DLS  WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf$101,0000.0%1,3650.0%0.02%
-5.6%
AB  ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock$98,000
-1.0%
2,0000.0%0.02%
-11.1%
BIL  SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf$96,0000.0%1,0520.0%0.02%
-5.9%
IDV  ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf$83,000
+3.8%
2,6460.0%0.01%0.0%
VCIT SellVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf$76,000
-6.2%
820
-4.2%
0.01%
-13.3%
IETC SellISHARES EVOLVED U.S. TECHNOLOGY ETFetf$75,000
-19.4%
1,227
-26.2%
0.01%
-23.5%
FSTA SellFIDELITY MSCI CONSUMER STAPLES INDEX ETFetf$71,000
-18.4%
1,528
-26.1%
0.01%
-25.0%
VCSH  VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf$74,000
-1.3%
9130.0%0.01%
-14.3%
JEPI BuyJPMORGAN EQUITY PREMIUM INCOME ETFetf$65,000
+75.7%
1,031
+64.2%
0.01%
+57.1%
VYMI  VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf$67,000
+1.5%
1,0000.0%0.01%
-8.3%
XLK BuyTECHNOLOGY SELECT SECTOR SPDR FUNDetf$61,000
+19.6%
352
+3.2%
0.01%
+11.1%
DOL  WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDetf$52,000
+4.0%
1,0460.0%0.01%0.0%
MBSD  FLEXSHARES DISCIPLINED DURATION MBS INDEX FUNDetf$51,000
-1.9%
2,2050.0%0.01%0.0%
CSCO  CISCO SYS INC COMstock$46,000
+17.9%
7220.0%0.01%
+14.3%
JPM  JPMORGAN CHASE & CO COMstock$49,000
-3.9%
3090.0%0.01%
-11.1%
COP  CONOCOPHILLIPS COMstock$49,000
+6.5%
6790.0%0.01%0.0%
PSEC  PROSPECT CAP CORP COMcef$43,000
+10.3%
5,1000.0%0.01%0.0%
IYG  ISHARES U.S. FINANCIAL SERVICES ETFetf$39,000
+2.6%
2010.0%0.01%0.0%
PJP SellINVESCO DYNAMIC PHARMACEUTICALS ETFetf$44,000
-21.4%
537
-25.6%
0.01%
-30.0%
XLV BuyHEALTH CARE SELECT SECTOR SPDR FUNDetf$42,000
+13.5%
296
+2.1%
0.01%0.0%
AVGO  BROADCOM INC COMstock$41,000
+36.7%
610.0%0.01%
+40.0%
MBB  ISHARES MBS ETFetf$39,0000.0%3610.0%0.01%0.0%
XLY BuyCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf$36,000
+16.1%
178
+2.3%
0.01%0.0%
VGIT  VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETFetf$34,000
-2.9%
5130.0%0.01%0.0%
XHE SellSPDR S&P HEALTH CARE EQUIPMENT ETFetf$37,000
-26.0%
312
-22.0%
0.01%
-33.3%
STWD  STARWOOD PPTY TR INC COMreit$36,000
-2.7%
1,5000.0%0.01%
-14.3%
AMAT  APPLIED MATLS INC COMstock$34,000
+21.4%
2150.0%0.01%
+20.0%
ARKG SellARK GENOMIC REVOLUTION ETFetf$36,000
-40.0%
593
-25.8%
0.01%
-45.5%
PSX  PHILLIPS 66 COMstock$34,000
+3.0%
4700.0%0.01%0.0%
AZO  AUTOZONE INC COMstock$31,000
+24.0%
150.0%0.01%0.0%
FB BuyMETA PLATFORMS INC CL Astock$31,000
+24.0%
91
+24.7%
0.01%0.0%
TSN  TYSON FOODS INC CL Astock$28,000
+12.0%
3230.0%0.01%0.0%
XLF BuyFINANCIAL SELECT SECTOR SPDR FUNDetf$30,000
+7.1%
777
+2.4%
0.01%0.0%
JNJ  JOHNSON & JOHNSON COMstock$28,000
+7.7%
1620.0%0.01%0.0%
HCA  HCA HEALTHCARE INC COMstock$27,000
+3.8%
1060.0%0.01%0.0%
VZ  VERIZON COMMUNICATIONS INC COMstock$29,000
-3.3%
5490.0%0.01%0.0%
GOOGL  ALPHABET INC CAP STK CL Astock$32,000
+10.3%
110.0%0.01%0.0%
KO  COCA COLA CO COMstock$27,000
+12.5%
4510.0%0.01%
+25.0%
CB  CHUBB LIMITED COMstock$27,000
+12.5%
1400.0%0.01%
+25.0%
SSNC  SS&C TECHNOLOGIES HLDGS INC COMstock$24,000
+20.0%
2910.0%0.00%0.0%
ABC  AMERISOURCEBERGEN CORP COMstock$21,000
+10.5%
1610.0%0.00%
+33.3%
CVX  CHEVRON CORP NEW COMstock$26,000
+13.0%
2250.0%0.00%0.0%
MU BuyMICRON TECHNOLOGY INC COMstock$23,000
+76.9%
247
+34.2%
0.00%
+100.0%
FDX  FEDEX CORP COMstock$25,000
+19.0%
950.0%0.00%0.0%
CBRE  CBRE GROUP INC CL Astock$25,000
+13.6%
2290.0%0.00%0.0%
UPS  UNITED PARCEL SERVICE INC CL Bstock$21,000
+16.7%
1000.0%0.00%
+33.3%
GAMR SellWEDBUSH ETFMG VIDEO GAME TECH ETFetf$23,000
-23.3%
261
-28.3%
0.00%
-20.0%
SWK  STANLEY BLACK & DECKER INC COMstock$24,000
+9.1%
1280.0%0.00%0.0%
PBS SellINVESCO DYNAMIC MEDIA ETFetf$25,000
-32.4%
501
-27.6%
0.00%
-42.9%
SOCL SellGLOBAL X SOCIAL MEDIA INDEX FUNDetf$20,000
-33.3%
363
-27.0%
0.00%
-40.0%
AXP  AMERICAN EXPRESS CO COMstock$19,0000.0%1140.0%0.00%0.0%
AAPL  APPLE INC COMstock$15,000
+25.0%
860.0%0.00%
+50.0%
BAC  BK OF AMERICA CORP COMstock$16,000
+6.7%
3620.0%0.00%0.0%
BHC  BAUSCH HEALTH COS INC COMstock$19,0000.0%7000.0%0.00%0.0%
BMY  BRISTOL-MYERS SQUIBB CO COMstock$19,000
+5.6%
2990.0%0.00%0.0%
C  CITIGROUP INC COM NEWstock$19,000
-13.6%
3190.0%0.00%
-25.0%
DG NewDOLLAR GEN CORP NEW COMstock$15,00062
+100.0%
0.00%
XOM  EXXON MOBIL CORP COMstock$17,0000.0%2820.0%0.00%0.0%
FISV  FISERV INC COMstock$15,000
-6.2%
1470.0%0.00%0.0%
PAVE  GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf$18,000
+12.5%
6250.0%0.00%0.0%
ITOT NewISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf$15,000139
+100.0%
0.00%
TLT  ISHARES 20 YEAR TREASURY BOND ETFetf$17,000
+6.2%
1130.0%0.00%0.0%
LH  LABORATORY CORP AMER HLDGS COM NEWstock$19,000
+11.8%
620.0%0.00%0.0%
LNC  LINCOLN NATL CORP IND COMstock$19,0000.0%2780.0%0.00%0.0%
MRK SellMERCK & CO INC COMstock$17,000
-19.0%
221
-22.2%
0.00%
-25.0%
MSFT  MICROSOFT CORP COMstock$17,000
+21.4%
510.0%0.00%0.0%
PGR  PROGRESSIVE CORP COMstock$20,000
+11.1%
1940.0%0.00%0.0%
XLC BuyCOMMUNICATION SERVICES SELECT SECTOR SPDRA FUNDetf$16,0000.0%209
+4.0%
0.00%0.0%
TSM  TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr$20,000
+11.1%
1640.0%0.00%0.0%
USB  US BANCORP DEL COM NEWstock$19,000
-5.0%
3320.0%0.00%
-25.0%
UNH NewUNITEDHEALTH GROUP INC COMstock$17,00033
+100.0%
0.00%
CHIS SellGLOBAL X MSCI CHINA CONSUMER STAPLES ETFetf$11,000
-42.1%
401
-41.8%
0.00%
-33.3%
XLI BuyINDUSTRIAL SELECT SECTOR SPDR FUNDetf$14,000
+16.7%
132
+3.9%
0.00%0.0%
AMZN  AMAZON COM INC COMstock$13,0000.0%40.0%0.00%0.0%
PLD  PROLOGIS INC. COMreit$14,000
+40.0%
830.0%0.00%0.0%
TSLA  TESLA INC COMstock$13,000
+44.4%
120.0%0.00%0.0%
VCLT  VANGUARD LONG-TERM CORPORATE BOND ETFetf$11,0000.0%1020.0%0.00%0.0%
XLP BuyCONSUMER STAPLES SELECT SECTOR SPDR FUNDetf$14,000
+16.7%
178
+2.9%
0.00%0.0%
TFC  TRUIST FINL CORP COMstock$10,0000.0%1770.0%0.00%0.0%
VOX  VANGUARD COMMUNICATION SERVICES ETFetf$9,000
-10.0%
690.0%0.00%0.0%
DGRO  ISHARES CORE DIVIDEND GROWTH ETFetf$12,000
+9.1%
2210.0%0.00%0.0%
INTC  INTEL CORP COMstock$12,000
-7.7%
2370.0%0.00%0.0%
TLH  ISHARES 10-20 YEAR TREASURY BOND ETFetf$9,0000.0%620.0%0.00%0.0%
CHIX SellGLOBAL X MSCI CHINA FINANCIALS ETFetf$6,000
-40.0%
406
-41.8%
0.00%
-50.0%
EMR  EMERSON ELEC CO COMstock$5,0000.0%500.0%0.00%0.0%
OUNZ  VAN ECK MERK GOLD TRUSTetf$7,0000.0%3860.0%0.00%0.0%
PYPL  PAYPAL HLDGS INC COMstock$6,000
-25.0%
310.0%0.00%0.0%
NOK  NOKIA CORP SPONSORED ADRadr$3,0000.0%5600.0%0.00%0.0%
T  AT&T INC COMstock$8,000
-11.1%
3330.0%0.00%
-50.0%
VPL NewVANGUARD FTSE PACIFIC ETFetf$5,00067
+100.0%
0.00%
SHOP  SHOPIFY INC CL Astock$3,0000.0%20.0%0.00%0.0%
SNAP  SNAP INC CL Astock$5,000
-28.6%
1000.0%0.00%0.0%
SO  SOUTHERN CO COMstock$8,000
+14.3%
1130.0%0.00%0.0%
ONLN  PROSHARES ONLINE RETAIL ETFetf$5,000
-16.7%
890.0%0.00%0.0%
MDLZ  MONDELEZ INTL INC CL Astock$7,000
+16.7%
1090.0%0.00%0.0%
SNV  SYNOVUS FINL CORP COM NEWstock$5,000
+25.0%
1000.0%0.00%0.0%
PTCT  PTC THERAPEUTICS INC COMstock$7,0000.0%1750.0%0.00%0.0%
WMT  WALMART INC COMstock$3,0000.0%200.0%0.00%0.0%
 GENERAL ELECTRIC CO COM NEWstock$0
-100.0%
50.0%0.00%
SQ  BLOCK INC CL Astock$2,000
-50.0%
150.0%0.00%
-100.0%
AJG  GALLAGHER ARTHUR J & CO COMstock$2,0000.0%110.0%0.00%
FE  FIRSTENERGY CORP COMstock$1,0000.0%160.0%0.00%
STLD  STEEL DYNAMICS INC COMstock$1,0000.0%230.0%0.00%
NewSYLVAMO CORP COMMON STOCKstock$01
+100.0%
0.00%
TLRY ExitTILRAY INC COM CL 2stock$0-25
-100.0%
0.00%
TRI  THOMSON REUTERS CORP. COM NEWstock$2,0000.0%140.0%0.00%
FIS  FIDELITY NATL INFORMATION SVCS COMstock$1,0000.0%90.0%0.00%
CGC ExitCANOPY GROWTH CORP COMstock$0-8
-100.0%
0.00%
DD  DUPONT DE NEMOURS INC COMstock$060.0%0.00%
EMLC NewVANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf$1,00034
+100.0%
0.00%
DOW  DOW INC COMstock$060.0%0.00%
DOCU  DOCUSIGN INC COMstock$1,0000.0%50.0%0.00%
CR  CRANE CO COMstock$040.0%0.00%
CTVA  CORTEVA INC COMstock$060.0%0.00%
CME  CME GROUP INC COMstock$2,0000.0%80.0%0.00%
BHF  BRIGHTHOUSE FINL INC COMstock$010.0%0.00%
BLK  BLACKROCK INC COMstock$2,0000.0%20.0%0.00%
CDMO  AVID BIOSERVICES INC COMstock$010.0%0.00%
AMP  AMERIPRISE FINL INC COMstock$2,0000.0%70.0%0.00%
AFG  AMERICAN FINL GROUP INC OHIO COMstock$1,0000.0%90.0%0.00%
AEP  AMERICAN ELEC PWR CO INC COMstock$1,0000.0%90.0%0.00%
VTRS  VIATRIS INC COMstock$040.0%0.00%
SEIX NewVIRTUS SEIX SENIOR LOAN ETFetf$1,00037
+100.0%
0.00%
WBA  WALGREENS BOOTS ALLIANCE INC COMstock$030.0%0.00%
WFC  WELLS FARGO CO NEW COMstock$1,0000.0%250.0%0.00%
LLY  LILLY ELI & CO COMstock$1,0000.0%50.0%0.00%
MO  ALTRIA GROUP INC COMstock$1,0000.0%120.0%0.00%
KMB  KIMBERLY-CLARK CORP COMstock$1,0000.0%70.0%0.00%
KAR  KAR AUCTION SVCS INC COMstock$0100.0%0.00%
MMC  MARSH & MCLENNAN COS INC COMstock$2,0000.0%120.0%0.00%
MET  METLIFE INC COMstock$1,0000.0%110.0%0.00%
ETN  EATON CORP PLC SHSstock$2,0000.0%130.0%0.00%
GOVT NewISHARES U.S. TREASURY BOND ETFetf$1,00035
+100.0%
0.00%
NKE  NIKE INC CL Bstock$1,0000.0%40.0%0.00%
NSC  NORFOLK SOUTHN CORP COMstock$2,0000.0%70.0%0.00%
OXY  OCCIDENTAL PETE CORP COMstock$080.0%0.00%
OXYWS NewOCCIDENTAL PETE CORP WT EXP 080327stock$01
+100.0%
0.00%
OGN  ORGANON & CO COMMON STOCKstock$020.0%0.00%
PNC  PNC FINL SVCS GROUP INC COMstock$1,0000.0%50.0%0.00%
PFE  PFIZER INC COMstock$2,0000.0%390.0%0.00%
PM  PHILIP MORRIS INTL INC COMstock$1,0000.0%110.0%0.00%
EMB NewISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf$1,0009
+100.0%
0.00%
PG  PROCTER AND GAMBLE CO COMstock$2,0000.0%150.0%0.00%
IVZ  INVESCO LTD SHSstock$0160.0%0.00%
EWC NewISHARES MSCI CANADA ETFetf$1,00035
+100.0%
0.00%
PRU  PRUDENTIAL FINL INC COMstock$1,0000.0%100.0%0.00%
QCOM  QUALCOMM INC COMstock$2,000
+100.0%
110.0%0.00%
IP  INTERNATIONAL PAPER CO COMstock$1,0000.0%180.0%0.00%
IBM  INTERNATIONAL BUSINESS MACHS COMstock$020.0%0.00%
IAA  IAA INC COMstock$1,0000.0%100.0%0.00%
PEAK  HEALTHPEAK PROPERTIES INC COMreit$0110.0%0.00%
HPQ  HP INC COMstock$2,000
+100.0%
490.0%0.00%
SLB  SCHLUMBERGER LTD COM STKstock$090.0%0.00%
HERO  GLOBAL X VIDEO GAMES & ESPORTS ETFetf$2,0000.0%870.0%0.00%
AFL  AFLAC INC COMstock$1,0000.0%200.0%0.00%
GM  GENERAL MTRS CO COMstock$1,0000.0%170.0%0.00%
ABBV  ABBVIE INC COMstock$2,000
+100.0%
130.0%0.00%
LMT SellLOCKHEED MARTIN CORP COMstock$2,000
-90.0%
5
-91.2%
0.00%
-100.0%
MPC  MARATHON PETE CORP COMstock$1,0000.0%120.0%0.00%
COF ExitCAPITAL ONE FINL CORP COMstock$0-87
-100.0%
-0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-01-05
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR32Q3 202316.0%
ISHARES TR32Q3 20231.7%
APPLE INC COM32Q2 20231.3%
ISHARES TR NATIONAL MUN ETF31Q3 20232.7%
Home Depot Inc/The30Q3 20220.6%
PROSPECT CAPITAL CORPORATION COM30Q3 20221.5%
JOHNSON & JOHNSON COM30Q3 20220.4%
Cisco Systems Inc30Q3 20220.1%
JPMORGAN CHASE & CO COM30Q3 20220.3%
CHEVRON CORP NEW COM30Q3 20220.1%

View Advocacy Wealth Management Services, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-23
13F-HR2023-10-26
13F-HR2023-07-20
13F-HR2023-04-14
13F-HR2023-01-27
13F-HR2022-10-06
13F-HR2022-07-06
13F-HR2022-04-04
13F-HR2022-01-05
13F-HR2021-10-05

View Advocacy Wealth Management Services, LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (598009000.0 != 598002000.0)

Export Advocacy Wealth Management Services, LLC's holdings