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Latest Advocacy Wealth Management Services, LLC Stock Portfolio

$1.05Billion

Equity Portfolio Value
Last Reported on: 23 Jan, 2024

About Advocacy Wealth Management Services, LLC and it’s 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 $1.1 Billions as of 31 Dec, 2023.

The top stock holdings of Advocacy Wealth Management Services, LLC are BIL, VOO, CWI. The fund has invested 10.5% of it's portfolio in SPDR SER TR and 9.6% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ISHARES TR (AMPS) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in FRANKLIN TEMPLETON ETF TR (BUYZ), ISHARES TR (ACWF) and VANGUARD SCOTTSDALE FDS (BNDW). Advocacy Wealth Management Services, LLC opened new stock positions in SPDR SER TR (BIL), SPDR INDEX SHS FDS (CWI) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), VANGUARD INDEX FDS (VOO) and PIMCO ETF TR (BOND).

New Buys

Ticker$ Bought
SPDR SER TR110,834,000
SPDR INDEX SHS FDS76,327,000
ISHARES TR59,354,400
SPDR SER TR39,925,900
ISHARES INC32,975,600
ISHARES TR27,434,100
SCHWAB STRATEGIC TR26,898,000
ISHARES TR20,888,700

New stocks bought by Advocacy Wealth Management Services, LLC

Additions

Ticker% Inc.
ISHARES TR691
VANGUARD INDEX FDS491
VANGUARD INDEX FDS34.62
PIMCO ETF TR29.54
PIMCO ETF TR28.57
ISHARES TR17.66
PIMCO ETF TR16.14
ISHARES TR16.06

Additions to existing portfolio by Advocacy Wealth Management Services, LLC

Reductions

Ticker% Reduced
FRANKLIN TEMPLETON ETF TR-83.91
ISHARES TR-83.65
VANGUARD SCOTTSDALE FDS-83.35
SPDR INDEX SHS FDS-83.28
FIDELITY COVINGTON TRUST-83.16
SELECT SECTOR SPDR TR-83.15
ISHARES TR-81.51
ISHARES TR-65.31

Advocacy Wealth Management Services, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ISHARES TR-720,029
INVESCO EXCHANGE TRADED FD T-202,333

Advocacy Wealth Management Services, LLC got rid off the above stocks

Current Stock Holdings of Advocacy Wealth Management Services, LLC

Last Reported on: 23 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAXJISHARES TR2.60526,56727,434,100NEW
AAXJISHARES TR1.98215,68120,888,700NEW
AAXJISHARES TR1.25139,84413,156,500NEW
AAXJISHARES TR0.4147,9744,272,560NEW
AAXJISHARES TR0.032,678290,322ADDED17.66
ACWFISHARES TR5.841,220,07061,576,700REDUCED-1.46
ACWFISHARES TR4.701,005,42049,466,700REDUCED-53.68
ACWFISHARES TR0.95185,2059,967,730REDUCED-83.65
ACWFISHARES TR0.73152,4367,676,700ADDED16.06
ACWFISHARES TR0.0923,884897,083REDUCED-24.2
AGGISHARES TR5.63564,04459,354,400NEW
AGGISHARES TR1.32113,43113,923,700NEW
AGGISHARES TR0.9042,3019,449,620NEW
AGGISHARES TR0.86121,2279,104,150NEW
AGGISHARES TR0.83223,3898,736,740NEW
AGGISHARES TR0.4051,1174,193,640UNCHANGED0.00
AGGISHARES TR0.102,2161,058,430UNCHANGED0.00
AGGISHARES TR0.066,451640,262REDUCED-4.23
AMPSISHARES TR4.911,022,34051,750,900REDUCED-17.27
AMPSISHARES TR1.08146,54111,434,600REDUCED-81.51
AMPSISHARES TR0.000.000.00SOLD OFF-100
BBAXJ P MORGAN EXCHANGE TRADED F0.73152,3517,652,620ADDED16.01
BGRNISHARES TR0.85223,2378,989,750REDUCED-65.31
BILSPDR SER TR10.521,982,730110,834,000NEW
BILSPDR SER TR4.881,726,89051,426,700REDUCED-51.49
BILSPDR SER TR3.791,375,81039,925,900NEW
BILSPDR SER TR0.3054,1143,162,960UNCHANGED0.00
BILSPDR SER TR0.0415,476449,578ADDED12.33
BILSPDR SER TR0.0415,244390,856UNCHANGED0.00
BNDWVANGUARD SCOTTSDALE FDS0.97140,63010,201,300REDUCED-83.35
BONDPIMCO ETF TR3.21670,90133,867,100ADDED28.57
BONDPIMCO ETF TR3.20355,85933,721,200ADDED29.54
BONDPIMCO ETF TR0.7276,4887,632,720ADDED16.14
BSAEINVESCO EXCH TRD SLF IDX FD0.1121,8781,124,750NEW
BUYZFRANKLIN TEMPLETON ETF TR1.18439,67512,397,700REDUCED-83.91
CSDINVESCO EXCHANGE TRADED FD T0.035,226282,622REDUCED-7.23
CSDINVESCO EXCHANGE TRADED FD T0.000.000.00SOLD OFF-100
CWISPDR INDEX SHS FDS7.242,244,25076,327,000NEW
CWISPDR INDEX SHS FDS0.2041,0202,091,930REDUCED-83.28
EMGFISHARES INC3.13595,12032,975,600NEW
FBCGFIDELITY COVINGTON TRUST0.57134,0285,981,670REDUCED-83.16
FNDASCHWAB STRATEGIC TR2.55357,11626,898,000NEW
GLDMWORLD GOLD TR0.0717,465714,493UNCHANGED0.00
GSYINVESCO ACTIVELY MANAGED ETF0.73153,4517,654,140ADDED16.04
IBCEISHARES TR1.73123,98918,243,700ADDED691
IBCEISHARES TR0.045,298372,714REDUCED-62.19
METALISTED FD TR6.442,348,43067,882,000REDUCED-6.88
METALISTED FD TR0.54152,3565,736,710NEW
SPHDINVESCO EXCH TRADED FD TR II0.3049,6543,111,320REDUCED-2.79
SPYSPDR S&P 500 ETF TR0.071,659788,539UNCHANGED0.00
VOOVANGUARD INDEX FDS9.60231,426101,087,000ADDED491
VOOVANGUARD INDEX FDS0.3311,1133,454,810ADDED34.62
XLBSELECT SECTOR SPDR TR1.2294,32812,864,500REDUCED-83.15