Advocacy Wealth Management Services, LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $323M, Spdr Ser Tr Fds Spdr Portfolio with a value of $92.9M, Pimco Enhanced Low Duration Ac with a value of $75.3M, Ishares S&P 500 Growth ETF with a value of $67.1M, and Spdr Portfolio Long Term Treas with a value of $59.5M.

Examining the 13F form we can see an increase of $46.1M in the current position value, from $1.07B to 1.11B.

Below you can find more details about Advocacy Wealth Management Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.11 Billion
ETFs: $1.11 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $1.11 Billion
  • Prior Value $1.07 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 10, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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