Advocacy Wealth Management Services, LLC Top Holdings and 13F Report (2025) About Advocacy Wealth Management Services, LLCInvestment ActivityAdvocacy Wealth Management Services, LLC has $1.63 billion in total holdings as of June 30, 2025.Advocacy Wealth Management Services, LLC owns shares of 63 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 11.58% of the portfolio was purchased this quarter.About 8.17% of the portfolio was sold this quarter.This quarter, Advocacy Wealth Management Services, LLC has purchased 55 new stocks and bought additional shares in 27 stocks.Advocacy Wealth Management Services, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $225,913,000SPDR Portfolio Long Term Treasury ETF $96,942,077iShares U.S. Equity Factor Rotation Active ETF $89,577,017PIMCO Multi Sector Bond Active ETF $85,606,972iShares S&P 500 Growth ETF $82,447,074 Largest New Holdings this Quarter 78463X509 - SPDR Portfolio Emerging Markets ETF $29,140,516 Holding09290C780 - BLACKROCK ETF TRUST $20,126,251 Holding464286806 - iShares MSCI Germany ETF $1,576,217 Holding30231G102 - Exxon Mobil $461,059 Holding92203J407 - Vanguard Total International Bond ETF $349,095 Holding Largest Purchases this Quarter SPDR Portfolio Emerging Markets ETF 681,809 shares (about $29.14M)iShares MSCI EAFE Value ETF 412,861 shares (about $26.21M)SPDR Portfolio Long Term Treasury ETF 900,067 shares (about $23.92M)BLACKROCK ETF TRUST 697,617 shares (about $20.13M)Invesco S&P 500 Top 50 ETF 350,535 shares (about $18.26M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 824,195 shares (about $59.91M)iShares MSCI Emerging Markets ex China ETF 545,592 shares (about $34.45M)iShares S&P 500 Growth ETF 56,184 shares (about $6.19M)Vanguard S&P 500 ETF 8,237 shares (about $4.68M)Invesco S&P 500 Equal Weight ETF 15,169 shares (about $2.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAdvocacy Wealth Management Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$225,913,000$59,910,726 ▼-21.0%3,107,89713.9%ETFSPTLSPDR Portfolio Long Term Treasury ETF$96,942,077$23,923,782 ▲32.8%3,647,1815.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$89,577,017$1,052,549 ▲1.2%1,644,8225.5%ETFPYLDPIMCO Multi Sector Bond Active ETF$85,606,972$5,689,194 ▲7.1%3,225,5835.3%ETFIVWiShares S&P 500 Growth ETF$82,447,074$6,185,859 ▼-7.0%748,8385.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$81,867,986$2,284,203 ▼-2.7%2,021,9315.0%ETFQUALiShares MSCI USA Quality Factor ETF$79,681,198$4,020,030 ▲5.3%435,8454.9%ETFEFViShares MSCI EAFE Value ETF$71,090,490$26,208,416 ▲58.4%1,119,8884.4%ETFIVEiShares S&P 500 Value ETF$67,519,386$11,955,994 ▲21.5%345,5094.1%ETFPIMCO ETF TR$64,160,567$4,662,005 ▲7.8%1,308,0653.9%MTG BKD SECS ACTANGEL OAK FUNDS TRUST$42,813,164$2,917,720 ▲7.3%2,058,3252.6%INCOME ETFLONZPIMCO Senior Loan Active Exchange-Traded Fund$42,808,904$2,396,774 ▲5.9%839,5052.6%ETFLDURPIMCO Low Duration Exchange-Traded Fund$42,163,767$2,903,362 ▲7.4%439,9852.6%ETFSCHMSchwab U.S. Mid-Cap ETF$41,783,420$341,088 ▼-0.8%1,489,6052.6%ETFXLGInvesco S&P 500 Top 50 ETF$36,426,913$18,262,873 ▲100.5%699,1732.2%ETFBTHMBlackRock Future U.S. Themes ETF$36,045,635$17,509,523 ▲94.5%1,013,0872.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$34,652,305$34,448,679 ▼-49.9%548,8172.1%ManufacturingEFGiShares MSCI EAFE Growth ETF$33,394,032$483,952 ▼-1.4%298,1612.0%ETFIYWiShares U.S. Technology ETF$33,261,604$58,565 ▼-0.2%191,9642.0%ManufacturingBINCiShares Flexible Income Active ETF$29,488,366$1,279,309 ▲4.5%558,0691.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$29,140,516$29,140,516 ▲New Holding681,8091.8%ETFFSMDFidelity Small-Mid Multifactor ETF$28,481,803$1,353,664 ▼-4.5%686,8051.7%ETFCLOAiShares AAA CLO Active ETF$27,319,541$1,946,586 ▲7.7%526,1851.7%ETFIAUiShares Gold Trust$22,162,557$3,224,511 ▲17.0%355,3971.4%FinanceMTUMiShares MSCI USA Momentum Factor ETF$21,248,133$1,142,001 ▲5.7%88,4161.3%ETFBLACKROCK ETF TRUST$20,126,251$20,126,251 ▲New Holding697,6171.2%ISHARES A I INNORSPInvesco S&P 500 Equal Weight ETF$19,600,296$2,756,814 ▼-12.3%107,8481.2%ETFMBBiShares MBS ETF$18,810,674$382,883 ▼-2.0%200,3481.2%ETFUFIVUS Treasury 5 Year Note ETF$18,807,086$1,134,722 ▲6.4%382,0681.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$14,950,268$902,531 ▲6.4%445,2130.9%ETFSIMPLIFY EXCHANGE TRADED FUN$8,547,467$634,441 ▲8.0%170,6420.5%MBS ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$7,711,171$180,053 ▲2.4%83,2560.5%ETFFLOTiShares Floating Rate Bond ETF$6,948,790$838,108 ▲13.7%136,1970.4%ETFIEFAiShares Core MSCI EAFE ETF$6,084,022$419,737 ▼-6.5%72,8800.4%ETFGSYInvesco Ultra Short Duration ETF$6,058,567$917,412 ▲17.8%120,8330.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,044,949$908,331 ▲17.7%60,1280.4%ETFJPSTJPMorgan Ultra-Short Income ETF$6,011,280$847,069 ▲16.4%118,6120.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$5,579,747$404,515 ▲7.8%110,0320.3%ETFVUGVanguard Growth ETF$5,087,1940.0%11,6040.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$4,682,4970.0%62,5250.3%ETFISHARES TR$3,575,559$243,117 ▲7.3%140,2180.2%MSCI GLOBAL QUALKBWBInvesco KBW Bank ETF$2,760,450$572,101 ▼-17.2%38,5430.2%ManufacturingOMFLInvesco Russell 1000 Dynamic Multifactor ETF$2,704,2770.0%46,8030.2%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$2,629,727$584,081 ▼-18.2%27,9550.2%ETFFLINFranklin FTSE India ETF$2,627,386$524,561 ▼-16.6%65,9650.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,179,8210.0%21,9740.1%FinanceVOOVanguard S&P 500 ETF$2,079,752$4,679,300 ▼-69.2%3,6610.1%ETFEWGiShares MSCI Germany ETF$1,576,217$1,576,217 ▲New Holding37,2540.1%ETFVVVanguard Large-Cap ETF$1,502,105$1,480,422 ▼-49.6%5,2650.1%ETFIVViShares Core S&P 500 ETF$1,118,862$37,254 ▼-3.2%1,8020.1%ETFVTVVanguard Value ETF$1,063,9750.0%6,0200.1%ETFMUBiShares National Muni Bond ETF$772,8390.0%7,3970.0%ETFTFLOiShares Treasury Floating Rate Bond ETF$656,779$119,230 ▲22.2%12,9670.0%ETFSPYSPDR S&P 500 ETF Trust$526,4080.0%8520.0%FinanceAMLPAlerian MLP ETF$521,923$15,977 ▼-3.0%10,6820.0%ETFXOMExxon Mobil$461,059$461,059 ▲New Holding4,2770.0%EnergyBNDXVanguard Total International Bond ETF$349,095$349,095 ▲New Holding7,0510.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$232,0470.0%2,4720.0%ETFVONVVanguard Russell 1000 Value ETF$228,6180.0%2,6830.0%ETFJPIBJPMorgan International Bond Opportunities ETF$221,124$221,124 ▲New Holding4,5480.0%ETFNVDANVIDIA$205,708$205,708 ▲New Holding1,3020.0%Computer and TechnologyMSFTMicrosoft$205,430$205,430 ▲New Holding4130.0%Computer and TechnologyAAPLApple$202,503$202,503 ▲New Holding9870.0%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$0$16,553,974 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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