AW

Advocacy Wealth Management Services, LLC

13F
Advocacy Wealth Management Services, LLC
Last update 2025-05-06 55 Stocks (8 new)
Value $1.47 Bil Turnover 24 %
Countries:
Top Holdings: SPLG(17.61%)PYLD(5.40%)DYNF(5.40%)SPDW(5.15%)SPTL(5.10%)
Summary Stock Picks Current Portfolio
Advocacy Wealth Management Ser... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG 		SPDR Portfolio S&P 500 ETF
3,932,092
258,574.3
-8.44%
17.610
-1.90%
0.410
+4.91%
+2.55%
68,560.3
 
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund
3,011,220
79,345.6
+2,605.09%
5.400
+5.20%
1.630
+0.38%
+2.83%
5,204.9
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
1,625,495
79,259.1
+23.75%
5.400
+1.04%
0.500
+5.93%
+3.39%
17,598.4
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
2,078,345
75,672.5
-19.91%
5.150
-1.34%
0.310
+8.65%
+18.20%
26,999.6
 
SPTL 		SPDR Portfolio Long Term Treasury ETF
2,747,114
74,886.3
+11.04%
5.100
+0.51%
0.660
-4.00%
-0.09%
11,115.4
 
IVW 		iShares S&P 500 Growth ETF
805,022
74,730.2
+11.93%
5.090
+0.54%
0.150
+9.82%
+4.08%
57,553.5
 
QUAL 		iShares MSCI USA Quality Factor ETF
413,856
70,723.9
+12.72%
4.820
+0.54%
0.140
+2.60%
+1.53%
52,027.7
 
EMXC 		iShares MSCI Emerging Markets ex China ETF
1,094,409
60,291.0
+2.47%
4.110
+0.10%
0.420
+10.52%
+9.90%
14,260.7
 
PMBS 		PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
1,213,019
59,534.9
New Holding
4.050
+4.05%
11.930
-0.31%
+2.40%
487.2
 
IVE 		iShares S&P 500 Value ETF
284,328
54,187.3
+62.36%
3.690
+1.42%
0.140
-0.26%
+0.63%
38,163.4
 

Advocacy Wealth Management Services, LLC's Historical Top Holdings Breakdowns

Advocacy Wealth Management Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2025-03-31Add
+5.20%
●
25.77 ($26.17) 26.48
$26.04
-0.50%
Add 2605.09%
3,011,220
2,899,903
PMBS 		PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund2025-03-31New Buy
+4.05%
●
47.17 ($48.36) 49.21
$47.92
-0.91%
New holding
1,213,019
1,213,019
TFLO 		iShares Treasury Floating Rate Bond ETF2025-03-31Reduce
-3.29%
●
50.48 ($50.58) 50.68
$50.51
-0.14%
Reduce -98.78%
10,613
-856,718
LDUR 		PIMCO Enhanced Low Duration Active Exchange-Traded Fund2025-03-31Reduce
-2.95%
●
94.87 ($95.52) 96.11
$95.16
-0.38%
Reduce -49.95%
409,688
-408,951
FSMD 		Fidelity Small-Mid Multifactor ETF2025-03-31New Buy
+1.92%
●
38.04 ($41.07) 43.22
$41.01
-0.15%
New holding
719,447
719,447
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Reduce
-1.90%
●
64.88 ($69.16) 72.1
$70.47
1.89%
Reduce -8.44%
3,932,092
-362,593
VB 		Vanguard Small Cap ETF2025-03-31Sold Out
-1.81%
●
217.89 ($238.81) 252.64
$232.89
-2.48%
Sold Out
0
-99,113
CLOA 		BlackRock AAA CLO ETF2025-03-31New Buy
+1.72%
●
51.65 ($51.83) 52.02
$51.74
-0.17%
New holding
488,693
488,693
IVE 		iShares S&P 500 Value ETF2025-03-31Add
+1.42%
●
185.78 ($193.5) 198.58
$191.34
-1.12%
Add 62.36%
284,328
109,204
SPDW 		SPDR Portfolio Developed World ex-US ETF2025-03-31Reduce
-1.34%
●
33.84 ($36.14) 37.77
$40.34
11.62%
Reduce -19.91%
2,078,345
-516,699

Advocacy Wealth Management Services, LLC Total Holding History ($B)

To

Advocacy Wealth Management Services, LLC's Asset Allocation

To

Advocacy Wealth Management Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Advocacy Wealth Management Services, LLC's Hypothetical Growth since 2025-03-31

Advocacy Wealth Management Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Advocacy Wealth Management Services, LLC's Holdings Heat Map

Size field:

Advocacy Wealth Management Services, LLC's Holdings Bubble Chart

Advocacy Wealth Management Services, LLC News

  • 1

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