Advocacy Wealth Management Services, LLC Top Holdings and 13F Report (2024) About Advocacy Wealth Management Services, LLCInvestment ActivityAdvocacy Wealth Management Services, LLC has $1.27 billion in total holdings as of September 30, 2024.Advocacy Wealth Management Services, LLC owns shares of 50 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.13% of the portfolio was purchased this quarter.About 4.52% of the portfolio was sold this quarter.This quarter, Advocacy Wealth Management Services, LLC has purchased 51 new stocks and bought additional shares in 18 stocks.Advocacy Wealth Management Services, LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $321,186,558SPDR Portfolio Developed World ex-US ETF $98,972,027PIMCO Low Duration Exchange-Traded Fund $77,826,827SPDR Portfolio Long Term Treasury ETF $71,857,871iShares S&P 500 Growth ETF $65,675,604 Largest New Holdings this Quarter PIMCO Multi Sector Bond Active ETF $2,616,444 HoldingiShares National Muni Bond ETF $803,536 HoldingiShares Investment Grade Bond Factor ETF $290,345 Holding Largest Purchases this Quarter iShares MSCI EAFE Value ETF 486,120 shares (about $27.97M)SPDR Portfolio Long Term Treasury ETF 284,199 shares (about $8.26M)iShares MSCI USA Quality Factor ETF 25,187 shares (about $4.52M)iShares MSCI Emerging Markets ex China ETF 73,630 shares (about $4.50M)iShares U.S. Equity Factor Rotation Active ETF 85,729 shares (about $4.24M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 295,912 shares (about $19.98M)iShares MSCI EAFE Growth ETF 44,168 shares (about $4.75M)iShares S&P 500 Growth ETF 39,454 shares (about $3.78M)iShares Floating Rate Bond ETF 41,085 shares (about $2.10M)iShares Treasury Floating Rate Bond ETF 20,048 shares (about $1.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAdvocacy Wealth Management Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$321,186,558$19,977,017 ▼-5.9%4,757,61525.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$98,972,027$544,958 ▼-0.5%2,635,0387.8%ETFLDURPIMCO Low Duration Exchange-Traded Fund$77,826,827$1,543,613 ▲2.0%811,0346.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$71,857,871$8,261,665 ▲13.0%2,471,8915.6%ETFIVWiShares S&P 500 Growth ETF$65,675,604$3,777,721 ▼-5.4%685,9075.2%ETFQUALiShares MSCI USA Quality Factor ETF$62,514,753$4,516,030 ▲7.8%348,6604.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$60,095,275$4,241,014 ▲7.6%1,214,7824.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$59,624,233$4,499,529 ▲8.2%975,6874.7%ManufacturingTFLOiShares Treasury Floating Rate Bond ETF$44,901,638$1,014,429 ▼-2.2%887,3843.5%ETFEFViShares MSCI EAFE Value ETF$43,364,848$27,966,483 ▲181.6%753,7783.4%ETFDMBSDoubleLine Mortgage ETF$40,927,131$519,471 ▲1.3%812,2073.2%ETFCARYAngel Oak Income ETF$39,340,849$678,313 ▼-1.7%1,856,5763.1%ETFLONZPIMCO Senior Loan Active Exchange-Traded Fund$36,759,406$671,980 ▼-1.8%718,7992.9%ETFSCHMSchwab U.S. Mid-Cap ETF$34,349,240$261,900 ▼-0.8%413,3982.7%ETFEFGiShares MSCI EAFE Growth ETF$32,161,945$4,754,685 ▼-12.9%298,7642.5%ETFIVEiShares S&P 500 Value ETF$31,484,714$899,490 ▲2.9%159,6832.5%ETFIYWiShares U.S. Technology ETF$24,499,671$3,065,150 ▲14.3%161,5861.9%ManufacturingBINCiShares Flexible Income Active ETF$22,940,228$1,711,622 ▲8.1%428,5491.8%ETFMBBiShares MBS ETF$21,662,833$1,304,932 ▲6.4%226,1021.7%ETFIFRAiShares U.S. Infrastructure ETF$9,784,280$34,523 ▲0.4%208,3090.8%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$6,789,416$539,769 ▲8.6%72,5520.5%ETFVOOVanguard S&P 500 ETF$6,279,801$217,928 ▲3.6%11,9010.5%ETFFLOTiShares Floating Rate Bond ETF$5,974,251$2,096,985 ▼-26.0%117,0500.5%ETFVUGVanguard Growth ETF$5,558,922$25,723 ▼-0.5%14,4790.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$5,032,823$976,597 ▼-16.3%99,1880.4%ETFGSYInvesco Ultra Short Duration ETF$5,007,261$978,560 ▼-16.3%99,7860.4%ETFJPSTJPMorgan Ultra-Short Income ETF$5,006,540$996,589 ▼-16.6%98,6700.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,004,071$971,050 ▼-16.3%49,6980.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$4,407,334$265,878 ▲6.4%62,9080.3%ETFVVVanguard Large-Cap ETF$2,769,284$17,114 ▼-0.6%10,5180.2%ETFPYLDPIMCO Multi Sector Bond Active ETF$2,616,444$2,616,444 ▲New Holding98,1780.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,499,344$1,862,052 ▲292.2%24,6800.2%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$2,480,0910.0%46,8030.2%ETFXLVHealth Care Select Sector SPDR Fund$1,924,018$294,794 ▼-13.3%12,4920.2%ETFFLEEFranklin FTSE Europe ETF$1,781,283$259,366 ▼-12.7%57,4700.1%ETFVONVVanguard Russell 1000 Value$1,552,105$174,826 ▼-10.1%18,6260.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,527,982$216,222 ▼-12.4%16,7340.1%ETFDGROiShares Core Dividend Growth ETF$1,387,643$177,789 ▼-11.4%22,1350.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,014,0160.0%24,4400.1%ETFIVViShares Core S&P 500 ETF$995,5910.0%1,7260.1%ETFFSTAFidelity MSCI Consumer Staples Index ETF$948,152$137,478 ▼-12.7%18,5730.1%ETFMUBiShares National Muni Bond ETF$803,536$803,536 ▲New Holding7,3970.1%ETFSPYSPDR S&P 500 ETF Trust$488,8440.0%8520.0%FinanceIEFAiShares Core MSCI EAFE ETF$472,905$142,597 ▲43.2%6,0590.0%ETFNANRSPDR S&P North American Natural Resources ETF$339,950$56,800 ▼-14.3%6,0030.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$318,424$285,843 ▼-47.3%10,5160.0%ETFIGEBiShares Investment Grade Bond Factor ETF$290,345$290,345 ▲New Holding6,2480.0%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$272,423$289,620 ▼-51.5%5,4020.0%ManufacturingJPIBJPMorgan International Bond Opportunities ETF$271,252$26,955 ▲11.0%5,5750.0%ETFOVLHOverlay Shares Hedged Large Cap Equity ETF$259,025$378,775 ▼-59.4%7,6680.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$0$13,746,204 ▼-100.0%00.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$0$2,681,713 ▼-100.0%00.0%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$0$673,548 ▼-100.0%00.0%ETFOEFiShares S&P 100 ETF$0$421,823 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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