- New Purchases: UNH, DG, EMB, EMLC, EWC, GOVT, ITOT, SEIX, VPL,
- Added Positions: VOO, VGK, OVL, FLOT, IWS, OVB, XLE, KBWB, VOT, IYT, MOO, XLB, IFRA, XLK, XLY, XLP, XLV, MU, XLI, XLF, XLC, JEPI, FB,
- Reduced Positions: VONV, IVV, RPV, AGG, MINT, JPST, GSY, ICSH, IEFA, USMV, FIXD, OVM, FSTA, IETC, IGV, PJP, XHE, SOCL, VCIT, LMT, PBS, GAMR, CHIX, CHIS, BND, ARKG, SLVM, MRK,
- Sold Out: COF, CGC, TLRY, TLRY,
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- BTC iShares Floating Rate Bond ETF (FLOT) - 2,303,434 shares, 19.54% of the total portfolio. Shares added by 2.45%
- Overlay Shares Large Cap Equity ETF (OVL) - 2,794,435 shares, 18.99% of the total portfolio. Shares added by 3.02%
- Overlay Shares Core Bond ETF (OVB) - 3,246,548 shares, 13.86% of the total portfolio. Shares added by 1.12%
- Vanguard S&P 500 ETF (VOO) - 189,164 shares, 13.81% of the total portfolio. Shares added by 7.47%
- Vanguard FTSE Europe ETF (VGK) - 829,434 shares, 9.47% of the total portfolio. Shares added by 7.96%
Advocacy Wealth Management Services, LLC initiated holding in Vanguard FTSE Pacific ETF. The purchase prices were between $75.52 and $80.44, with an estimated average price of $78.61. The stock is now traded at around $78.950000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 67 shares as of 2021-12-31.
New Purchase: VanEck J.P. Morgan EM Local Currency Bond ETF (EMLC)Advocacy Wealth Management Services, LLC initiated holding in VanEck J.P. Morgan EM Local Currency Bond ETF. The purchase prices were between $28.03 and $29.6, with an estimated average price of $28.86. The stock is now traded at around $28.500000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 34 shares as of 2021-12-31.
New Purchase: UnitedHealth Group Inc (UNH)Advocacy Wealth Management Services, LLC initiated holding in UnitedHealth Group Inc. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. The stock is now traded at around $494.380000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 33 shares as of 2021-12-31.
New Purchase: iShares Core S&P Total U.S. Stock Market ETF (ITOT)Advocacy Wealth Management Services, LLC initiated holding in iShares Core S&P Total U.S. Stock Market ETF. The purchase prices were between $97.9 and $107.61, with an estimated average price of $104.32. The stock is now traded at around $106.980000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 139 shares as of 2021-12-31.
New Purchase: Virtus Seix Senior Loan ETF (SEIX)Advocacy Wealth Management Services, LLC initiated holding in Virtus Seix Senior Loan ETF. The purchase prices were between $24.73 and $25.04, with an estimated average price of $24.89. The stock is now traded at around $25.080000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 37 shares as of 2021-12-31.
New Purchase: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)Advocacy Wealth Management Services, LLC initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $105.86 and $110.18, with an estimated average price of $108.44. The stock is now traded at around $107.455000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 9 shares as of 2021-12-31.
Added: JPMorgan Equity Premium Income ETF (JEPI)Advocacy Wealth Management Services, LLC added to a holding in JPMorgan Equity Premium Income ETF by 64.17%. The purchase prices were between $58.19 and $63.19, with an estimated average price of $60.84. The stock is now traded at around $63.359500. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,031 shares as of 2021-12-31.
Added: Meta Platforms Inc (FB)Advocacy Wealth Management Services, LLC added to a holding in Meta Platforms Inc by 24.66%. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $328.852000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 91 shares as of 2021-12-31.
Added: Micron Technology Inc (MU)Advocacy Wealth Management Services, LLC added to a holding in Micron Technology Inc by 34.24%. The purchase prices were between $66.38 and $96.17, with an estimated average price of $78.57. The stock is now traded at around $97.230000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 247 shares as of 2021-12-31.
Sold Out: Tilray Inc (TLRY)Advocacy Wealth Management Services, LLC sold out a holding in Tilray Inc. The sale prices were between $7.03 and $13.03, with an estimated average price of $10.02.
Sold Out: Capital One Financial Corp (COF)Advocacy Wealth Management Services, LLC sold out a holding in Capital One Financial Corp. The sale prices were between $138.35 and $173.25, with an estimated average price of $154.18.
Sold Out: Tilray Inc (TLRY)Advocacy Wealth Management Services, LLC sold out a holding in Tilray Inc. The sale prices were between $7.03 and $13.03, with an estimated average price of $10.02.
Sold Out: Canopy Growth Corp (CGC)Advocacy Wealth Management Services, LLC sold out a holding in Canopy Growth Corp. The sale prices were between $8.73 and $15.27, with an estimated average price of $11.82.
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