$685 Million is the total value of Advocacy Wealth Management Services, LLC's 141 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUNDetf | $40,608,000 | – | 832,228 | +100.0% | 5.93% | – | |
SPLV | New | INVESCO S&P 500 LOW VOLATILITY ETFetf | $3,505,000 | – | 58,813 | +100.0% | 0.51% | – |
SPTS | New | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $614,000 | – | 21,211 | +100.0% | 0.09% | – |
DWX | New | SPDR S&P INTERNATIONAL DIVIDEND ETFetf | $66,000 | – | 2,225 | +100.0% | 0.01% | – |
TLH | New | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $25,000 | – | 228 | +100.0% | 0.00% | – |
SPEM | New | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $28,000 | – | 850 | +100.0% | 0.00% | – |
New | J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETFetf | $16,000 | – | 375 | +100.0% | 0.00% | – | |
SPDW | New | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $6,000 | – | 204 | +100.0% | 0.00% | – |
GMRE | New | GLOBAL MED REIT INC COM NEWreit | $0 | – | 5 | +100.0% | 0.00% | – |
IJR | New | ISHARES CORE S&P SMALL CAP ETFetf | $0 | – | 3 | +100.0% | 0.00% | – |
VBK | New | VANGUARD SMALL-CAP GROWTH ETFetf | $0 | – | 1 | +100.0% | 0.00% | – |
VTV | New | VANGUARD VALUE INDEX FUNDetf | $1,000 | – | 4 | +100.0% | 0.00% | – |
V | New | VISA INC COM CL Astock | $1,000 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-06
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.