Advocacy Wealth Management Services, LLC Portfolio Holdings

Advocacy Wealth Management Services, LLC

  • $1.29 Billion
  • Q2 2025

Advocacy Wealth Management Services, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.29 Billion distributed in 63 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 $226M, Spdr Portfolio Long Term Treas with a value of $96.9M, Blackrock ETF Tr U S Equity Fa with a value of $89.6M, Ishares S&P 500 Growth ETF with a value of $82.4M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $81.9M.

Examining the 13F form we can see an increase of $101M in the current position value, from $1.19B to 1.29B.

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

Portfolio value $1.29 Billion
ETFs: $1.29 Billion
Technology: $612,000
Energy: $461,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $1.29 Billion
  • Prior Value $1.19 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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