Advocacy Wealth Management Services, LLC Portfolio Holdings

Advocacy Wealth Management Services, LLC

  • $1.11 Billion
  • Q2 2024

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
$0
$323 Million 29.04% of portfolio
5,053,527
Q2 2024 Reduced 5.09%
$0
$92.9 Million 8.35% of portfolio
2,649,547
Q2 2024 Added 3.06%
$0
$75.3 Million 6.76% of portfolio
794,948
Q2 2024 Added 105.4%
$0
$67.1 Million 6.03% of portfolio
725,361
Q2 2024 Added 61.38%
$0
$59.5 Million 5.35% of portfolio
2,187,692
Q2 2024 Added 23.26%
$0
$55.2 Million 4.96% of portfolio
323,473
Q2 2024 Added 6.42%
$0
$53.4 Million 4.8% of portfolio
902,057
Q2 2024 Added 4.52%
$0
$53 Million 4.76% of portfolio
1,129,053
Q2 2024 Added 5.1%
$0
$46 Million 4.13% of portfolio
907,432
Q2 2024 Reduced 3.34%
$0
$37.4 Million 3.36% of portfolio
731,939
Q2 2024 Added 0.15%
$0
$35.1 Million 3.15% of portfolio
342,932
Q2 2024 Added 177.57%
$0
$32.4 Million 2.91% of portfolio
416,550
Q2 2024 Added 3.29%
$0
$28.2 Million 2.54% of portfolio
155,121
Q2 2024 Added 11.76%
$0
$21.3 Million 1.91% of portfolio
141,370
Q2 2024 Added 0.33%
$0
$19.5 Million 1.75% of portfolio
212,482
Q2 2024 Added 9.25%
$0
$14.2 Million 1.27% of portfolio
267,658
Q2 2024 Reduced 24.65%
$0
$8.74 Million 0.79% of portfolio
207,574
Q2 2024 Added 9.85%
$0
$8.08 Million 0.73% of portfolio
158,135
Q2 2024 Reduced 83.09%
$0
$5.98 Million 0.54% of portfolio
118,435
Q2 2024 Reduced 10.92%
$0
$5.97 Million 0.54% of portfolio
118,311
Q2 2024 Reduced 10.96%
$0
$5.97 Million 0.54% of portfolio
59,342
Q2 2024 Reduced 11.0%
$0
$5.95 Million 0.53% of portfolio
119,287
Q2 2024 Reduced 10.98%
$0
$5.91 Million 0.53% of portfolio
66,784
Q2 2024 Added 5.87%
$0
$5.75 Million 0.52% of portfolio
11,488
Q2 2024 Reduced 0.07%
$0
$5.44 Million 0.49% of portfolio
14,546
Q2 2024 Reduced 9.43%
$0
$3.92 Million 0.35% of portfolio
59,113
Q2 2024 Reduced 0.1%
$0
$2.68 Million 0.24% of portfolio
32,844
Q2 2024 Reduced 0.54%
$0
$2.64 Million 0.24% of portfolio
10,583
Q2 2024 Reduced 9.51%
$0
$2.46 Million 0.22% of portfolio
46,803
Q2 2024 Reduced 9.82%
$0
$2.1 Million 0.19% of portfolio
14,406
Q2 2024 Reduced 22.98%
$0
$1.91 Million 0.17% of portfolio
65,838
Q2 2024 Reduced 22.31%
$0
$1.59 Million 0.14% of portfolio
20,724
Q2 2024 Reduced 22.83%
$0
$1.6 Million 0.14% of portfolio
19,102
Q2 2024 Reduced 23.0%
$0
$1.44 Million 0.13% of portfolio
24,971
Q2 2024 Reduced 22.51%
$0
$954,000 0.09% of portfolio
24,440
Q1 2024 Added 2.33%
$0
$1.01 Million 0.09% of portfolio
21,266
Q2 2024 Reduced 21.4%
$0
$944,000 0.08% of portfolio
1,726
Q2 2024 Reduced 24.2%
$0
$673,000 0.06% of portfolio
4,100
Q2 2024 Reduced 1.51%
$0
$592,000 0.05% of portfolio
19,956
Q2 2024 Reduced 86.01%
$0
$610,000 0.05% of portfolio
6,293
Q2 2024 Reduced 12.34%
$0
$606,000 0.05% of portfolio
18,881
Q2 2024 Reduced 56.82%
$0
$548,000 0.05% of portfolio
11,145
Q2 2024 Reduced 61.63%
$0
$421,000 0.04% of portfolio
1,596
Q1 2024 Reduced 96.23%
$0
$463,000 0.04% of portfolio
852
Q2 2024 Reduced 48.64%
$0
$307,000 0.03% of portfolio
4,232
Q2 2024 Reduced 18.91%
$0
$381,000 0.03% of portfolio
7,006
Q2 2024 Reduced 20.35%
$0
$236,000 0.02% of portfolio
5,021
Q2 2024 New
Doubleline ETF Trust
-
$0 0.0% of portfolio
-
Q2 2024 Added 1.66%
-
$0 0.0% of portfolio
-
Q2 2024 Added 0.9%

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
Track This Portfolio

Track Advocacy Wealth Management Services, LLC Portfolio

Follow Advocacy Wealth Management Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email