Latest Advocacy Wealth Management Services, LLC Stock Portfolio
About Advocacy Wealth Management Services, LLC and 13F Hedge Fund Stock Holdings
Advocacy Wealth Management Services, LLC is a hedge fund based in ATLANTA, GA. On 30-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.2 Billions. In it's latest 13F Holdings report, Advocacy Wealth Management Services, LLC reported an equity portfolio of $2.3 Billions as of 30 Sep, 2025.
The top stock holdings of Advocacy Wealth Management Services, LLC are BIL, IBCE, BECO. The fund has invested 10.6% of it's portfolio in SPDR SERIES TRUST and 5.3% of portfolio in ISHARES TR.
The fund managers got completely rid off RBB FD INC (EERN), SPDR SERIES TRUST (BIL) and FIDELITY COVINGTON TRUST (FBCG) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). Advocacy Wealth Management Services, LLC opened new stock positions in ALPHABET INC (GOOG), COCA COLA CO (KO) and GLOBAL X FDS (BITS). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), NVIDIA CORPORATION (NVDA) and APPLE INC (AAPL).
The top stock holdings of Advocacy Wealth Management Services, LLC are BIL, IBCE, BECO. The fund has invested 10.6% of it's portfolio in SPDR SERIES TRUST and 5.3% of portfolio in ISHARES TR.
The fund managers got completely rid off RBB FD INC (EERN), SPDR SERIES TRUST (BIL) and FIDELITY COVINGTON TRUST (FBCG) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). Advocacy Wealth Management Services, LLC opened new stock positions in ALPHABET INC (GOOG), COCA COLA CO (KO) and GLOBAL X FDS (BITS). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), NVIDIA CORPORATION (NVDA) and APPLE INC (AAPL).
Advocacy Wealth Management Services, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| alphabet inc | 26,478,000 |
| coca cola co | 25,571,500 |
| global x fds | 25,021,100 |
| amazon com inc | 21,768,600 |
| visa inc | 19,517,000 |
| asml holding n v | 18,833,200 |
| eli lilly & co | 18,621,000 |
| monster beverage corp new | 17,529,700 |
New stocks bought by Advocacy Wealth Management Services, LLC
Additions
| Ticker | % Inc. |
|---|---|
| microsoft corp | 9,883 |
| nvidia corporation | 8,440 |
| apple inc | 5,970 |
| blackrock etf trust | 103 |
| pimco etf tr | 102 |
| invesco exchange traded fd t | 56.58 |
| ishares tr | 43.34 |
| franklin templeton etf tr | 29.55 |
Additions to existing portfolio by Advocacy Wealth Management Services, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -99.08 |
| ishares tr | -96.3 |
| simplify exchange traded fun | -94.92 |
| vanguard index fds | -79.15 |
| vanguard index fds | -66.08 |
| blackrock etf trust ii | -51.2 |
| fidelity covington trust | -25.69 |
| ishares tr | -19.69 |
Advocacy Wealth Management Services, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr series trust | -14,950,300 |
| rbb fd inc | -18,807,100 |
| fidelity covington trust | -2,629,730 |
| j p morgan exchange traded f | -221,124 |
Advocacy Wealth Management Services, LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 79.6 |
| Technology | 7 |
| Healthcare | 3.3 |
| Financial Services | 2.7 |
| Communication Services | 2.5 |
| Consumer Cyclical | 2.1 |
| Consumer Defensive | 2 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 79.6 |
| LARGE-CAP | 11.1 |
| MEGA-CAP | 9 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 80.9 |
| S&P 500 | 18.8 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | 9.6 % | |
| IJR | 8.8 % | |
| IJR | 7.8 % | |
| SPY | 7.7 % | |
| IJR | 5.3 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 8.0 M | |
| IJR | 3.8 M | |
| IJR | 2.9 M | |
| IJR | 0.1 M | |
| AAPL | 0.0 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Advocacy Wealth Management Services, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Advocacy Wealth Management Services, LLC
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.66 | 59,911 | 15,255,100 | added | 5,970 | ||
| AAXJ | ishares tr | 3.35 | 1,137,400 | 77,149,800 | added | 1.56 | ||
| AAXJ | ishares tr | 0.87 | 211,115 | 20,087,600 | added | 5.37 | ||
| AAXJ | ishares tr | 0.36 | 88,254 | 8,400,900 | added | 6.00 | ||
| AAXJ | ishares tr | 0.14 | 29,115 | 3,128,030 | new | |||
| AAXJ | ishares tr | 0.06 | 11,030 | 1,256,100 | reduced | -96.3 | ||
| AAXJ | ishares tr | 0.04 | 9,227 | 982,583 | added | 24.74 | ||
| ABBV | abbvie inc | 0.04 | 3,747 | 867,581 | new | |||
| ABC | cencora inc | 0.02 | 1,602 | 500,673 | new | |||
| ABT | abbott labs | 0.74 | 127,846 | 17,123,700 | new | |||
| ACES | alps etf tr | 0.02 | 11,578 | 543,356 | added | 8.39 | ||
| ACN | accenture plc ireland | 0.31 | 29,234 | 7,209,180 | new | |||
| ACWF | ishares tr | 0.21 | 97,361 | 4,941,100 | reduced | -11.52 | ||
| ACWF | ishares tr | 0.03 | 11,664 | 794,085 | new | |||
| ACWF | ishares tr | 0.02 | 11,041 | 558,564 | reduced | -14.85 | ||
| ACWV | ishares inc | 0.07 | 40,750 | 1,695,610 | added | 9.38 | ||
| ADBE | adobe inc | 0.39 | 25,317 | 8,930,570 | new | |||
| AGGH | simplify exchange traded fun | 0.02 | 8,664 | 436,232 | reduced | -94.92 | ||
| AME | ametek inc | 0.05 | 5,800 | 1,090,400 | new | |||
| AMPS | ishares tr | 0.24 | 109,374 | 5,587,390 | reduced | -19.69 | ||