Filer Name: ADVOCACY WEALTH MANAGEMENT SERVICES, LLC
CIK: 1569452
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 53
Portfolio Value: $1.32B

Advocacy Wealth Management Services, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPLG US SPDR PORTFOLIO S&P 500 ETF 4,294,685 $296M 22.51% -9.7% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 2,595,044 $89M 6.73% -1.5% -
LDUR US PIMCO ENHANCED LOW DURATION 818,639 $78M 5.91% 0.9% -
IVW US ISHARES S&P 500 GROWTH ETF 719,242 $73M 5.55% 4.9% -
DYNF US ISHRS US E F R A ETF-USD INC 1,313,513 $67M 5.12% 8.1% -
QUAL US ISHARES MSCI USA QUALITY FAC 367,169 $65M 4.97% 5.3% -
SPTL US SPDR PORT LNG TRM TRSRY 2,474,044 $65M 4.93% 0.1% -
EMXC US ISHARES MSCI EMR MRK EX CHNA 1,067,982 $59M 4.50% 9.5% -
SCHM US SCHWAB US MID CAP ETF 1,668,642 $46M 3.52% 303.6% -
EFG US ISHARES MSCI EAFE GROWTH ETF 458,465 $44M 3.38% 53.5% -
TFLO US ISHARES TREASURY FLOATING RA 867,331 $44M 3.33% -2.3% -
EFV US ISHARES MSCI EAFE VALUE ETF 797,508 $42M 3.18% 5.8% -
LONZ US PIMCO SENIOR LOAN ACTIVE ETF 729,403 $37M 2.83% 1.5% -
CARY US ANGEL OAK INCOME ETF 1,803,975 $37M 2.82% -2.8% -
IVE US ISHARES S&P 500 VALUE ETF 175,124 $33M 2.54% 9.7% -
IYW US ISHARES USTECHNOLOGY ETF 172,049 $27M 2.09% 6.5% -
BINC US ISHARES FLEX I A ETF-USD INC 472,619 $25M 1.87% 10.3% -
VB US VANGUARD SMALL-CAP ETF 99,113 $24M 1.81% 100.0% -
MBB US ISHARES MBS ETF 245,350 $22M 1.71% 8.5% -
UFIV US US TREASURY 5 YEAR NOTE ETF 362,060 $17M 1.32% 100.0% -
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