Advocacy Wealth Management Services, LLC Top Holdings and 13F Report (2025) About Advocacy Wealth Management Services, LLCInvestment ActivityAdvocacy Wealth Management Services, LLC has $1.32 billion in total holdings as of December 31, 2024.Advocacy Wealth Management Services, LLC owns shares of 53 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 13.19% of the portfolio was purchased this quarter.About 6.67% of the portfolio was sold this quarter.This quarter, Advocacy Wealth Management Services, LLC has purchased 50 new stocks and bought additional shares in 20 stocks.Advocacy Wealth Management Services, LLC sold shares of 15 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $296,075,552SPDR Portfolio Developed World ex-US ETF $88,568,852PIMCO Low Duration Exchange-Traded Fund $77,762,523iShares S&P 500 Growth ETF $73,024,650iShares U.S. Equity Factor Rotation Active ETF $67,317,551 Largest New Holdings this Quarter Vanguard Small-Cap ETF $23,814,882 HoldingUS Treasury 5 Year Note ETF $17,311,328 HoldingiShares MSCI USA Momentum Factor ETF $15,134,543 HoldingSPDR Portfolio Intermediate Term Corporate Bond ETF $13,509,904 HoldingSIMPLIFY EXCHANGE TRADED FUN $7,697,133 Holding Largest Purchases this Quarter Schwab U.S. Mid-Cap ETF 1,255,244 shares (about $34.78M)Vanguard Small-Cap ETF 99,113 shares (about $23.81M)US Treasury 5 Year Note ETF 362,060 shares (about $17.31M)iShares MSCI EAFE Growth ETF 159,701 shares (about $15.46M)iShares MSCI USA Momentum Factor ETF 73,142 shares (about $15.13M) Largest Sales this Quarter DoubleLine Mortgage ETF 806,787 shares (about $38.81M)SPDR Portfolio S&P 500 ETF 462,930 shares (about $31.91M)SPDR Portfolio Developed World ex-US ETF 39,994 shares (about $1.36M)Vanguard Russell 1000 Value 15,222 shares (about $1.24M)iShares MSCI USA Min Vol Factor ETF 13,577 shares (about $1.21M) 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$296,075,552$31,914,391 ▼-9.7%4,294,68522.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$88,568,852$1,364,995 ▼-1.5%2,595,0446.7%ETFLDURPIMCO Low Duration Exchange-Traded Fund$77,762,523$722,399 ▲0.9%818,6395.9%ETFIVWiShares S&P 500 Growth ETF$73,024,650$3,384,503 ▲4.9%719,2425.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$67,317,551$5,059,964 ▲8.1%1,313,5135.1%ETFQUALiShares MSCI USA Quality Factor ETF$65,385,471$3,296,084 ▲5.3%367,1695.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$64,795,221$56,387 ▲0.1%2,474,0444.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$59,219,602$5,117,758 ▲9.5%1,067,9824.5%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$46,238,070$34,782,811 ▲303.6%1,668,6423.5%ETFEFGiShares MSCI EAFE Growth ETF$44,393,166$15,463,848 ▲53.5%458,4653.4%ETFTFLOiShares Treasury Floating Rate Bond ETF$43,774,203$1,012,075 ▼-2.3%867,3313.3%ETFEFViShares MSCI EAFE Value ETF$41,845,245$2,294,513 ▲5.8%797,5083.2%ETFLONZPIMCO Senior Loan Active Exchange-Traded Fund$37,272,519$541,865 ▲1.5%729,4032.8%ETFANGEL OAK FUNDS TRUST$37,143,849$1,083,055 ▼-2.8%1,803,9752.8%INCOME ETFIVEiShares S&P 500 Value ETF$33,427,686$2,947,380 ▲9.7%175,1242.5%ETFIYWiShares U.S. Technology ETF$27,445,258$1,669,058 ▲6.5%172,0492.1%ManufacturingBINCiShares Flexible Income Active ETF$24,585,640$2,292,521 ▲10.3%472,6191.9%ETFVBVanguard Small-Cap ETF$23,814,882$23,814,882 ▲New Holding99,1131.8%ETFMBBiShares MBS ETF$22,493,688$1,764,657 ▲8.5%245,3501.7%ETFUFIVUS Treasury 5 Year Note ETF$17,311,328$17,311,328 ▲New Holding362,0601.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$15,134,543$15,134,543 ▲New Holding73,1421.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$13,509,904$13,509,904 ▲New Holding412,3901.0%ETFIFRAiShares U.S. Infrastructure ETF$10,087,342$444,708 ▲4.6%217,9160.8%ETFSIMPLIFY EXCHANGE TRADED FUN$7,697,133$7,697,133 ▲New Holding154,9030.6%MBS ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$6,779,862$319,832 ▲5.0%76,1440.5%ETFVOOVanguard S&P 500 ETF$6,438,333$25,863 ▲0.4%11,9490.5%ETFIAUiShares Gold Trust$6,284,898$6,284,898 ▲New Holding126,9420.5%FinanceVUGVanguard Growth ETF$5,884,478$58,282 ▼-1.0%14,3370.4%ETFFLOTiShares Floating Rate Bond ETF$5,093,056$862,470 ▼-14.5%100,0990.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$4,613,612$388,464 ▼-7.8%91,4850.4%ETFGSYInvesco Ultra Short Duration ETF$4,606,211$394,065 ▼-7.9%91,9220.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$4,592,943$393,732 ▼-7.9%45,7740.3%ETFJPSTJPMorgan Ultra-Short Income ETF$4,580,773$389,261 ▼-7.8%90,9420.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$4,493,5180.0%62,9080.3%ETFRSPInvesco S&P 500 Equal Weight ETF$3,212,141$3,212,141 ▲New Holding18,3310.2%ETFISHARES TR$3,157,325$3,157,325 ▲New Holding130,6840.2%MSCI GLOBAL QUALPYLDPIMCO Multi Sector Bond Active ETF$2,885,337$340,563 ▲13.4%111,3170.2%ETFVVVanguard Large-Cap ETF$2,836,7050.0%10,5180.2%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$2,538,1270.0%46,8030.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,385,290$6,202 ▼-0.3%24,6160.2%FinanceIEFAiShares Core MSCI EAFE ETF$1,121,739$695,913 ▲163.4%15,9610.1%ETFIVViShares Core S&P 500 ETF$1,111,428$95,366 ▲9.4%1,8880.1%ETFMUBiShares National Muni Bond ETF$788,1500.0%7,3970.1%ETFSPYSPDR S&P 500 ETF Trust$499,3400.0%8520.0%FinanceXOMExxon Mobil$429,107$429,107 ▲New Holding3,9890.0%Oils/EnergyKBWBInvesco KBW Bank ETF$416,541$416,541 ▲New Holding6,3740.0%ManufacturingFDISFidelity MSCI Consumer Discretionary Index ETF$401,925$401,925 ▲New Holding4,1240.0%ETFFLINFranklin FTSE India ETF$400,641$400,641 ▲New Holding10,5710.0%ETFHYDBiShares High Yield Bond Factor ETF$330,997$330,997 ▲New Holding7,0410.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$280,310$1,205,502 ▼-81.1%3,1570.0%ETFVONVVanguard Russell 1000 Value$276,575$1,236,788 ▼-81.7%3,4040.0%ETFDMBSDoubleLine Mortgage ETF$260,702$38,806,455 ▼-99.3%5,4200.0%ETFJPIBJPMorgan International Bond Opportunities ETF$227,982$35,492 ▼-13.5%4,8240.0%ETFXLVHealth Care Select Sector SPDR Fund$0$1,924,018 ▼-100.0%00.0%ETFFLEEFranklin FTSE Europe ETF$0$1,781,283 ▼-100.0%00.0%ETFDGROiShares Core Dividend Growth ETF$0$1,387,643 ▼-100.0%00.0%ETFIQLTiShares MSCI Intl Quality Factor ETF$0$1,014,016 ▼-100.0%00.0%ETFFSTAFidelity MSCI Consumer Staples Index ETF$0$948,152 ▼-100.0%00.0%ETFNANRSPDR S&P North American Natural Resources ETF$0$339,950 ▼-100.0%00.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$0$318,424 ▼-100.0%00.0%ETFIGEBiShares Investment Grade Bond Factor ETF$0$290,345 ▼-100.0%00.0%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$0$272,423 ▼-100.0%00.0%ManufacturingOVLHOverlay Shares Hedged Large Cap Equity ETF$0$259,025 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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