$1.16 Billion is the total value of Advocacy Wealth Management Services, LLC's 54 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRtr unit | $867,773 | +10.0% | 1,659 | 0.0% | 0.08% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 35 | Q2 2024 | 16.0% |
| ISHARES TR | 35 | Q2 2024 | 1.7% |
| ISHARES TR NATIONAL MUN ETF | 33 | Q1 2024 | 2.7% |
| APPLE INC COM | 32 | Q2 2023 | 1.3% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 8.2% |
| Home Depot Inc/The | 30 | Q3 2022 | 0.6% |
| ISHARES TR | 30 | Q2 2024 | 0.5% |
| 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% |
View Advocacy Wealth Management Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-31 |
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-10 |
| 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 |
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.