Advocacy Wealth Management Services, LLC Portfolio Holdings

Advocacy Wealth Management Services, LLC

  • $1.17 Billion
  • Q3 2024

Advocacy Wealth Management Services, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.17 Billion distributed in 50 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 $321M, Spdr Ser Tr Fds Spdr Portfolio with a value of $99M, Pimco Enhanced Low Duration Ac with a value of $77.8M, Spdr Portfolio Long Term Treas with a value of $71.9M, and Ishares S&P 500 Growth ETF with a value of $65.7M.

Examining the 13F form we can see an increase of $54.5M in the current position value, from $1.11B to 1.17B.

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

Portfolio value $1.17 Billion
ETFs: $1.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$321 Million 27.5% of portfolio
4,757,615
Q3 2024 Reduced 5.86%
$0
$99 Million 8.47% of portfolio
2,635,038
Q3 2024 Reduced 0.55%
$0
$77.8 Million 6.66% of portfolio
811,034
Q3 2024 Added 2.02%
$0
$71.9 Million 6.15% of portfolio
2,471,891
Q3 2024 Added 12.99%
$0
$65.7 Million 5.62% of portfolio
685,907
Q3 2024 Reduced 5.44%
$0
$62.5 Million 5.35% of portfolio
348,660
Q3 2024 Added 7.79%
$0
$60.1 Million 5.14% of portfolio
1,214,782
Q3 2024 Added 7.59%
$0
$59.6 Million 5.1% of portfolio
975,687
Q3 2024 Added 8.16%
$0
$44.9 Million 3.84% of portfolio
887,384
Q3 2024 Reduced 2.21%
$0
$43.4 Million 3.71% of portfolio
753,778
Q3 2024 Added 181.62%
$0
$36.8 Million 3.15% of portfolio
718,799
Q3 2024 Reduced 1.8%
$0
$34.3 Million 2.94% of portfolio
413,398
Q3 2024 Reduced 0.76%
$0
$32.2 Million 2.75% of portfolio
298,764
Q3 2024 Reduced 12.88%
$0
$31.5 Million 2.7% of portfolio
159,683
Q3 2024 Added 2.94%
$0
$24.5 Million 2.1% of portfolio
161,586
Q3 2024 Added 14.3%
$0
$21.7 Million 1.85% of portfolio
226,102
Q3 2024 Added 6.41%
$0
$6.79 Million 0.58% of portfolio
72,552
Q3 2024 Added 8.64%
$0
$6.28 Million 0.54% of portfolio
11,901
Q3 2024 Added 3.6%
$0
$5.97 Million 0.51% of portfolio
117,050
Q3 2024 Reduced 25.98%
$0
$5.56 Million 0.48% of portfolio
14,479
Q3 2024 Reduced 0.46%
$0
$5 Million 0.43% of portfolio
49,698
Q3 2024 Reduced 16.25%
$0
$5.01 Million 0.43% of portfolio
99,786
Q3 2024 Reduced 16.35%
$0
$5.01 Million 0.43% of portfolio
98,670
Q3 2024 Reduced 16.6%
$0
$5.03 Million 0.43% of portfolio
99,188
Q3 2024 Reduced 16.25%
$0
$4.41 Million 0.38% of portfolio
62,908
Q3 2024 Added 6.42%
$0
$2.77 Million 0.24% of portfolio
10,518
Q3 2024 Reduced 0.61%
$0
$2.48 Million 0.21% of portfolio
46,803
Q2 2024 Reduced 9.82%
$0
$2.5 Million 0.21% of portfolio
24,680
Q3 2024 Added 292.18%
$0
$1.92 Million 0.16% of portfolio
12,492
Q3 2024 Reduced 13.29%
$0
$1.78 Million 0.15% of portfolio
57,470
Q3 2024 Reduced 12.71%
$0
$1.55 Million 0.13% of portfolio
18,626
Q3 2024 Reduced 10.12%
$0
$1.53 Million 0.13% of portfolio
16,734
Q3 2024 Reduced 12.4%
$0
$1.39 Million 0.12% of portfolio
22,135
Q3 2024 Reduced 11.36%
$0
$995,000 0.09% of portfolio
1,726
Q2 2024 Reduced 24.2%
$0
$1.01 Million 0.09% of portfolio
24,440
Q1 2024 Added 2.33%
$0
$948,000 0.08% of portfolio
18,573
Q3 2024 Reduced 12.66%
$0
$803,000 0.07% of portfolio
7,397
Q3 2024 New
$0
$488,000 0.04% of portfolio
852
Q2 2024 Reduced 48.64%
$0
$472,000 0.04% of portfolio
6,059
Q3 2024 Added 43.17%
$0
$318,000 0.03% of portfolio
10,516
Q3 2024 Reduced 47.3%
$0
$339,000 0.03% of portfolio
6,003
Q3 2024 Reduced 14.32%
$0
$271,000 0.02% of portfolio
5,575
Q3 2024 Added 11.03%
$0
$290,000 0.02% of portfolio
6,248
Q3 2024 New
$0
$272,000 0.02% of portfolio
5,402
Q3 2024 Reduced 51.53%
$0
$259,000 0.02% of portfolio
7,668
Q3 2024 Reduced 59.39%
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q3 2024 New
Doubleline ETF Trust
-
$0 0.0% of portfolio
-
Q3 2024 Added 1.29%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 1.69%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q3 2024 Added 8.06%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $1.17 Billion
  • Prior Value $1.11 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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