$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ONLN | Exit | PROSHARES ONLINE RETAIL ETFetf | $0 | – | -89 | -100.0% | 0.00% | – |
| ARKG | Exit | ARK GENOMIC REVOLUTION ETFetf | $0 | – | -62 | -100.0% | 0.00% | – |
| MOO | Exit | VANECK AGRIBUSINESS ETFetf | $0 | – | -67 | -100.0% | -0.00% | – |
| XHE | Exit | SPDR S&P HEALTH CARE EQUIPMENT ETFetf | $0 | – | -69 | -100.0% | -0.00% | – |
| IYT | Exit | ISHARES U.S. TRANSPORTATION ETFetf | $0 | – | -18 | -100.0% | -0.00% | – |
| VOX | Exit | VANGUARD COMMUNICATION SERVICES ETFetf | $0 | – | -69 | -100.0% | -0.00% | – |
| IGV | Exit | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $0 | – | -49 | -100.0% | -0.00% | – |
| VGK | Exit | VANGUARD FTSE EUROPE ETFetf | $0 | – | -193 | -100.0% | -0.00% | – |
| PAVE | Exit | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $0 | – | -625 | -100.0% | -0.00% | – |
| KBWB | Exit | INVESCO KBW BANK ETFetf | $0 | – | -468 | -100.0% | -0.00% | – |
| IDV | Exit | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $0 | – | -2,496 | -100.0% | -0.01% | – |
| JEPI | Exit | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $0 | – | -1,381 | -100.0% | -0.01% | – |
| OVB | Exit | OVERLAY SHARES CORE BOND ETFetf | $0 | – | -9,838 | -100.0% | -0.04% | – |
| SPMO | Exit | INVESCO S&P 500 MOMENTUM ETFetf | $0 | – | -15,558 | -100.0% | -0.13% | – |
| MTUM | Exit | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $0 | – | -34,566 | -100.0% | -0.76% | – |
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.