Advocacy Wealth Management Services, LLC has disclosed 54 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-03-31. The current portfolio value is calculated to be $1.16 Bil. The turnover rate is 44%.
In Advocacy Wealth Management Services, LLC's current portfolio as of 2024-03-31, the top 5 holdings are
SPDR Portfolio S&P 500 ETF (SPLG), SPDR Portfolio Developed World ex-US ETF (SPDW), iShares MSCI USA Quality Factor ETF (QUAL), iShares MSCI Emerging Markets ex China ETF (EMXC), SPDR Portfolio Long Term Treasury ETF (SPTL), not including call and put options.
Advocacy Wealth Management Services, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Advocacy Wealth Management Services, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Advocacy Wealth Management Services, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Advocacy Wealth Management Services, LLC.
