Advocacy Wealth Management Services, LLC Portfolio Holdings by Sector
Advocacy Wealth Management Services, LLC
- $1.29 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG SPTL DYNF IVW SPDW QUAL EFV IVE 49 stocks |
$1.29 Million
99.92% of portfolio
|
  22  
|
  18  
|
  4  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$461
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$205
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$205
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$202
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|