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 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 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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