$899 Million is the total value of Advocacy Wealth Management Services, LLC's 37 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Exit | APPLE INC | $0 | – | -1,901 | -100.0% | -0.04% | – |
| Exit | WORLD GOLD TRspdr gld minis | $0 | – | -17,465 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-26
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.