Advocacy Wealth Management Services, LLC Buys BTC iShares Russell 1000 Growth ETF, BTC iShares Core MSCI Emerging Markets ETF, BTC iShares Core S&P 500 ETF, Sells ARK ETF TR, Global X MSCI China Financials ETF, ISHARES TRUST

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Investment company Advocacy Wealth Management Services, LLC (Current Portfolio) buys BTC iShares Russell 1000 Growth ETF, BTC iShares Core MSCI Emerging Markets ETF, BTC iShares Core S&P 500 ETF, SSGA SPDR S&P 500, ISHARES TRUST, sells ARK ETF TR, Global X MSCI China Financials ETF, ISHARES TRUST, iShares 3-7 Year Treasury Bond ETF, American Express Co during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Advocacy Wealth Management Services, LLC. As of 2020Q4, Advocacy Wealth Management Services, LLC owns 126 stocks with a total value of $418 million. These are the details of the buys and sells.

For the details of Advocacy Wealth Management Services, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/advocacy+wealth+management+services%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Advocacy Wealth Management Services, LLC
  1. BTC iShares Core U.S. Aggregate Bond ETF (AGG) - 1,206,476 shares, 34.12% of the total portfolio. Shares added by 10.41%
  2. ISHARES TRUST (USMV) - 1,318,391 shares, 21.41% of the total portfolio. Shares added by 5.52%
  3. First Trust TCW Opportunistic Fixed Income ETF (FIXD) - 1,057,397 shares, 13.85% of the total portfolio. Shares added by 9.25%
  4. Vanguard S&P 500 ETF (VOO) - 55,272 shares, 4.54% of the total portfolio. Shares reduced by 0.27%
  5. Invesco KBW Bank ETF (KBWB) - 315,381 shares, 3.80% of the total portfolio. Shares reduced by 7.74%
New Purchase: SSGA SPDR S&P 500 (SPY)

Advocacy Wealth Management Services, LLC initiated holding in SSGA SPDR S&P 500. The purchase prices were between $326.54 and $373.88, with an estimated average price of $355.39. The stock is now traded at around $375.200000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,659 shares as of 2020-12-31.

New Purchase: Vanguard Small Cap Growth ETF (VBK)

Advocacy Wealth Management Services, LLC initiated holding in Vanguard Small Cap Growth ETF. The purchase prices were between $216.78 and $272.28, with an estimated average price of $242.72. The stock is now traded at around $269.960000. The impact to a portfolio due to this purchase was 0.03%. The holding were 506 shares as of 2020-12-31.

New Purchase: Vanguard Mid-Cap ETF (VO)

Advocacy Wealth Management Services, LLC initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $176.14 and $208.21, with an estimated average price of $194.21. The stock is now traded at around $208.830000. The impact to a portfolio due to this purchase was 0.03%. The holding were 567 shares as of 2020-12-31.

New Purchase: Xtrackers MSCI EAFE Hedged Equity ETF (DBEF)

Advocacy Wealth Management Services, LLC initiated holding in Xtrackers MSCI EAFE Hedged Equity ETF. The purchase prices were between $28.92 and $33.9, with an estimated average price of $31.95. The stock is now traded at around $34.390000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,021 shares as of 2020-12-31.

New Purchase: BTC iShares MSCI Emerging Markets ETF (EEM)

Advocacy Wealth Management Services, LLC initiated holding in BTC iShares MSCI Emerging Markets ETF. The purchase prices were between $43.54 and $51.7, with an estimated average price of $47.75. The stock is now traded at around $53.030000. The impact to a portfolio due to this purchase was 0.01%. The holding were 679 shares as of 2020-12-31.

New Purchase: Canopy Growth Corp (CGC)

Advocacy Wealth Management Services, LLC initiated holding in Canopy Growth Corp. The purchase prices were between $14.05 and $29, with an estimated average price of $23.04. The stock is now traded at around $31.400100. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 8 shares as of 2020-12-31.

Added: BTC iShares Russell 1000 Growth ETF (IWF)

Advocacy Wealth Management Services, LLC added to a holding in BTC iShares Russell 1000 Growth ETF by 31.11%. The purchase prices were between $209.24 and $241.25, with an estimated average price of $227.51. The stock is now traded at around $238.158900. The impact to a portfolio due to this purchase was 0.6%. The holding were 44,189 shares as of 2020-12-31.

Added: BTC iShares Core MSCI Emerging Markets ETF (IEMG)

Advocacy Wealth Management Services, LLC added to a holding in BTC iShares Core MSCI Emerging Markets ETF by 263.88%. The purchase prices were between $52.03 and $62.1, with an estimated average price of $57.18. The stock is now traded at around $63.690000. The impact to a portfolio due to this purchase was 0.39%. The holding were 36,490 shares as of 2020-12-31.

Added: BTC iShares Core S&P 500 ETF (IVV)

Advocacy Wealth Management Services, LLC added to a holding in BTC iShares Core S&P 500 ETF by 30.16%. The purchase prices were between $326.19 and $375.39, with an estimated average price of $355. The stock is now traded at around $376.575000. The impact to a portfolio due to this purchase was 0.22%. The holding were 10,362 shares as of 2020-12-31.

Added: ISHARES TRUST (IEFA)

Advocacy Wealth Management Services, LLC added to a holding in ISHARES TRUST by 30.35%. The purchase prices were between $57.61 and $69.71, with an estimated average price of $64.27. The stock is now traded at around $70.880000. The impact to a portfolio due to this purchase was 0.13%. The holding were 33,036 shares as of 2020-12-31.

Added: SSgA SPDR Gold Shares (GLD)

Advocacy Wealth Management Services, LLC added to a holding in SSgA SPDR Gold Shares by 34.54%. The purchase prices were between $166.67 and $183.19, with an estimated average price of $176.05. The stock is now traded at around $179.035000. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,775 shares as of 2020-12-31.

Added: Progressive Corp (PGR)

Advocacy Wealth Management Services, LLC added to a holding in Progressive Corp by 43.80%. The purchase prices were between $87.11 and $101.38, with an estimated average price of $94.6. The stock is now traded at around $97.549900. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 197 shares as of 2020-12-31.

Sold Out: ISHARES TRUST (IUSV)

Advocacy Wealth Management Services, LLC sold out a holding in ISHARES TRUST. The sale prices were between $52.83 and $62.19, with an estimated average price of $58.36.

Sold Out: Exxon Mobil Corp (XOM)

Advocacy Wealth Management Services, LLC sold out a holding in Exxon Mobil Corp. The sale prices were between $31.57 and $44.01, with an estimated average price of $37.67.

Sold Out: BTC iShares MSCI Germany ETF (EWG)

Advocacy Wealth Management Services, LLC sold out a holding in BTC iShares MSCI Germany ETF. The sale prices were between $25.95 and $32.2, with an estimated average price of $29.74.

Sold Out: Icahn Enterprises LP (IEP)

Advocacy Wealth Management Services, LLC sold out a holding in Icahn Enterprises LP. The sale prices were between $48.9 and $53.07, with an estimated average price of $50.92.

Sold Out: Honeywell International Inc (HON)

Advocacy Wealth Management Services, LLC sold out a holding in Honeywell International Inc. The sale prices were between $161.16 and $214.63, with an estimated average price of $193.69.

Reduced: ARK ETF TR (ARKG)

Advocacy Wealth Management Services, LLC reduced to a holding in ARK ETF TR by 34.55%. The sale prices were between $62.9 and $104.71, with an estimated average price of $79.32. The stock is now traded at around $95.865200. The impact to a portfolio due to this sale was -0.65%. Advocacy Wealth Management Services, LLC still held 71,613 shares as of 2020-12-31.

Reduced: Global X MSCI China Financials ETF (CHIX)

Advocacy Wealth Management Services, LLC reduced to a holding in Global X MSCI China Financials ETF by 99.12%. The sale prices were between $13.57 and $16.1, with an estimated average price of $14.92. The stock is now traded at around $15.430000. The impact to a portfolio due to this sale was -0.58%. Advocacy Wealth Management Services, LLC still held 1,395 shares as of 2020-12-31.

Reduced: iShares 3-7 Year Treasury Bond ETF (IEI)

Advocacy Wealth Management Services, LLC reduced to a holding in iShares 3-7 Year Treasury Bond ETF by 24.04%. The sale prices were between $132.26 and $133.2, with an estimated average price of $132.78. The stock is now traded at around $132.540000. The impact to a portfolio due to this sale was -0.18%. Advocacy Wealth Management Services, LLC still held 15,989 shares as of 2020-12-31.

Reduced: American Express Co (AXP)

Advocacy Wealth Management Services, LLC reduced to a holding in American Express Co by 22.22%. The sale prices were between $91.07 and $125.04, with an estimated average price of $111.15. The stock is now traded at around $124.130000. The impact to a portfolio due to this sale was less than 0.01%. Advocacy Wealth Management Services, LLC still held 175 shares as of 2020-12-31.

Reduced: Mondelez International Inc (MDLZ)

Advocacy Wealth Management Services, LLC reduced to a holding in Mondelez International Inc by 32.5%. The sale prices were between $53.12 and $59.03, with an estimated average price of $57.16. The stock is now traded at around $58.120000. The impact to a portfolio due to this sale was less than 0.01%. Advocacy Wealth Management Services, LLC still held 189 shares as of 2020-12-31.

Reduced: Capital One Financial Corp (COF)

Advocacy Wealth Management Services, LLC reduced to a holding in Capital One Financial Corp by 27.27%. The sale prices were between $72.07 and $98.85, with an estimated average price of $85.48. The stock is now traded at around $106.950000. The impact to a portfolio due to this sale was less than 0.01%. Advocacy Wealth Management Services, LLC still held 136 shares as of 2020-12-31.



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