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 Market Cap. of $300 Millions to $2 Billions

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

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
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