$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DG | New | DOLLAR GEN CORP NEW COMstock | $15,000 | – | 62 | +100.0% | 0.00% | – |
| ITOT | New | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $15,000 | – | 139 | +100.0% | 0.00% | – |
| UNH | New | UNITEDHEALTH GROUP INC COMstock | $17,000 | – | 33 | +100.0% | 0.00% | – |
| VPL | New | VANGUARD FTSE PACIFIC ETFetf | $5,000 | – | 67 | +100.0% | 0.00% | – |
| New | SYLVAMO CORP COMMON STOCKstock | $0 | – | 1 | +100.0% | 0.00% | – | |
| EMLC | New | VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $1,000 | – | 34 | +100.0% | 0.00% | – |
| SEIX | New | VIRTUS SEIX SENIOR LOAN ETFetf | $1,000 | – | 37 | +100.0% | 0.00% | – |
| GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $1,000 | – | 35 | +100.0% | 0.00% | – |
| OXYWS | New | OCCIDENTAL PETE CORP WT EXP 080327stock | $0 | – | 1 | +100.0% | 0.00% | – |
| EMB | New | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $1,000 | – | 9 | +100.0% | 0.00% | – |
| EWC | New | ISHARES MSCI CANADA ETFetf | $1,000 | – | 35 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-05
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.