Advocacy Wealth Management Services, LLC Portfolio Holdings

Advocacy Wealth Management Services, LLC

  • $1.19 Billion
  • Q1 2025

Advocacy Wealth Management Services, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 55 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 $259M, Blackrock ETF Tr U S Equity Fa with a value of $79.3M, Spdr Ser Tr Fds Spdr Portfolio with a value of $75.7M, Spdr Portfolio Long Term Treas with a value of $74.9M, and Ishares S&P 500 Growth ETF with a value of $74.7M.

Examining the 13F form we can see an decrease of $30.8M in the current position value, from $1.22B to 1.19B.

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

Portfolio value $1.19 Billion
ETFs: $1.19 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$259 Million 21.7% of portfolio
3,932,092
Q1 2025 Reduced 8.44%
$0
$79.3 Million 6.65% of portfolio
1,625,495
Q1 2025 Added 23.75%
$0
$75.7 Million 6.35% of portfolio
2,078,345
Q1 2025 Reduced 19.91%
$0
$74.9 Million 6.29% of portfolio
2,747,114
Q1 2025 Added 11.04%
$0
$74.7 Million 6.27% of portfolio
805,022
Q1 2025 Added 11.93%
$0
$70.7 Million 5.94% of portfolio
413,856
Q1 2025 Added 12.72%
$0
$60.3 Million 5.06% of portfolio
1,094,409
Q1 2025 Added 2.47%
$0
$54.2 Million 4.55% of portfolio
284,328
Q1 2025 Added 62.36%
$0
$41.7 Million 3.5% of portfolio
707,027
Q1 2025 Reduced 11.35%
$0
$39.9 Million 3.35% of portfolio
792,503
Q1 2025 Added 8.65%
$0
$39.3 Million 3.3% of portfolio
409,688
Q1 2025 Reduced 49.95%
$0
$39.3 Million 3.3% of portfolio
1,501,765
Q1 2025 Reduced 10.0%
$0
$30.2 Million 2.54% of portfolio
302,482
Q1 2025 Reduced 34.02%
$0
$28.2 Million 2.36% of portfolio
719,447
Q1 2025 New
$0
$27 Million 2.27% of portfolio
192,302
Q1 2025 Added 11.77%
$0
$21.3 Million 1.79% of portfolio
123,017
Q1 2025 Added 571.09%
$53.8B
$17.9 Million 1.5% of portfolio
303,689
Q1 2025 Added 139.23%
$0
$16.9 Million 1.42% of portfolio
83,664
Q1 2025 Added 14.39%
$0
$16.6 Million 1.39% of portfolio
456,158
Q1 2025 New
$0
$16 Million 1.35% of portfolio
348,638
Q1 2025 New
$0
$13.9 Million 1.17% of portfolio
418,336
Q1 2025 Added 1.44%
$0
$7.37 Million 0.62% of portfolio
81,312
Q1 2025 Added 6.79%
$0
$6.11 Million 0.51% of portfolio
119,770
Q1 2025 Added 19.65%
$0
$6.11 Million 0.51% of portfolio
11,898
Q1 2025 Reduced 0.43%
$0
$5.89 Million 0.49% of portfolio
77,908
Q1 2025 Added 388.11%
$0
$5.14 Million 0.43% of portfolio
51,093
Q1 2025 Added 11.62%
$0
$5.14 Million 0.43% of portfolio
102,536
Q1 2025 Added 11.55%
$0
$5.16 Million 0.43% of portfolio
101,898
Q1 2025 Added 12.05%
$0
$5.17 Million 0.43% of portfolio
102,055
Q1 2025 Added 11.55%
$0
$4.25 Million 0.36% of portfolio
62,525
Q1 2025 Reduced 0.61%
$0
$4.3 Million 0.36% of portfolio
11,604
Q1 2025 Reduced 19.06%
$0
$2.92 Million 0.25% of portfolio
46,531
Q1 2025 Added 630.01%
$0
$2.92 Million 0.24% of portfolio
79,135
Q1 2025 Added 648.6%
$0
$2.89 Million 0.24% of portfolio
34,164
Q1 2025 Added 728.42%
$0
$2.69 Million 0.23% of portfolio
10,454
Q1 2025 Reduced 0.61%
$0
$2.5 Million 0.21% of portfolio
46,803
Q2 2024 Reduced 9.82%
$0
$2.17 Million 0.18% of portfolio
21,974
Q1 2025 Reduced 10.73%
$0
$1.04 Million 0.09% of portfolio
6,020
Q1 2025 New
$0
$1.05 Million 0.09% of portfolio
1,862
Q1 2025 Reduced 1.38%
$0
$779,000 0.07% of portfolio
7,397
Q3 2024 New
$0
$537,000 0.05% of portfolio
10,613
Q1 2025 Reduced 98.78%
$0
$571,000 0.05% of portfolio
11,009
Q1 2025 New
$0
$476,000 0.04% of portfolio
852
Q2 2024 Reduced 48.64%
$0
$231,000 0.02% of portfolio
2,472
Q1 2025 Reduced 21.7%
$0
$221,000 0.02% of portfolio
2,683
Q1 2025 Reduced 21.18%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $1.19 Billion
  • Prior Value $1.22 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 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