Advocacy Wealth Management Services, LLC Top Holdings and 13F Report (2025) About Advocacy Wealth Management Services, LLCInvestment ActivityAdvocacy Wealth Management Services, LLC has $1.47 billion in total holdings as of March 31, 2025.Advocacy Wealth Management Services, LLC owns shares of 55 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 24.48% of the portfolio was purchased this quarter.About 13.02% of the portfolio was sold this quarter.This quarter, Advocacy Wealth Management Services, LLC has purchased 53 new stocks and bought additional shares in 26 stocks.Advocacy Wealth Management Services, LLC sold shares of 17 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $258,574,340PIMCO Multi Sector Bond Active ETF $79,345,646iShares U.S. Equity Factor Rotation Active ETF $79,259,146SPDR Portfolio Developed World ex-US ETF $75,672,541SPDR Portfolio Long Term Treasury ETF $74,886,328 Largest New Holdings this Quarter 72201R569 - PIMCO ETF TR $59,534,951 Holding316092527 - Fidelity Small-Mid Multifactor ETF $28,173,545 Holding092528504 - iShares AAA CLO Active ETF $25,304,524 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $16,553,974 Holding09290C806 - BlackRock Future U.S. Themes ETF $16,509,539 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 2,899,903 shares (about $76.41M)PIMCO ETF TR 1,213,019 shares (about $59.53M)Fidelity Small-Mid Multifactor ETF 719,447 shares (about $28.17M)iShares AAA CLO Active ETF 488,693 shares (about $25.30M)iShares S&P 500 Value ETF 109,204 shares (about $20.81M) Largest Sales this Quarter iShares Treasury Floating Rate Bond ETF 856,718 shares (about $43.40M)PIMCO Low Duration Exchange-Traded Fund 408,951 shares (about $39.25M)SPDR Portfolio S&P 500 ETF 362,593 shares (about $23.84M)SPDR Portfolio Developed World ex-US ETF 516,699 shares (about $18.81M)iShares MSCI EAFE Growth ETF 155,983 shares (about $15.60M) 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$258,574,340$23,844,113 ▼-8.4%3,932,09217.6%ETFPYLDPIMCO Multi Sector Bond Active ETF$79,345,646$76,412,443 ▲2,605.1%3,011,2205.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$79,259,146$15,212,244 ▲23.8%1,625,4955.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$75,672,541$18,813,010 ▼-19.9%2,078,3455.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$74,886,328$7,443,888 ▲11.0%2,747,1145.1%ETFIVWiShares S&P 500 Growth ETF$74,730,201$7,962,958 ▲11.9%805,0225.1%ETFQUALiShares MSCI USA Quality Factor ETF$70,723,866$7,978,343 ▲12.7%413,8564.8%ETFEMXCiShares MSCI Emerging Markets ex China ETF$60,290,992$1,455,863 ▲2.5%1,094,4094.1%ManufacturingPIMCO ETF TR$59,534,951$59,534,951 ▲New Holding1,213,0194.1%MTG BKD SECS ACTIVEiShares S&P 500 Value ETF$54,187,247$20,812,105 ▲62.4%284,3283.7%ETFEFViShares MSCI EAFE Value ETF$41,672,171$5,332,950 ▼-11.3%707,0272.8%ETFLONZPIMCO Senior Loan Active Exchange-Traded Fund$39,930,291$3,179,296 ▲8.7%792,5032.7%ETFANGEL OAK FUNDS TRUST$39,818,722$2,368,197 ▲6.3%1,918,0502.7%INCOME ETFSCHMSchwab U.S. Mid-Cap ETF$39,346,243$4,372,177 ▼-10.0%1,501,7652.7%ETFLDURPIMCO Low Duration Exchange-Traded Fund$39,320,712$39,249,977 ▼-50.0%409,6882.7%ETFEFGiShares MSCI EAFE Growth ETF$30,248,200$15,598,300 ▼-34.0%302,4822.1%ETFFSMDFidelity Small-Mid Multifactor ETF$28,173,545$28,173,545 ▲New Holding719,4471.9%ETFBINCiShares Flexible Income Active ETF$27,963,482$3,207,699 ▲13.0%533,8581.9%ETFIYWiShares U.S. Technology ETF$27,006,894$2,844,331 ▲11.8%192,3021.8%ManufacturingCLOAiShares AAA CLO Active ETF$25,304,524$25,304,524 ▲New Holding488,6931.7%ETFRSPInvesco S&P 500 Equal Weight ETF$21,310,235$18,134,756 ▲571.1%123,0171.5%ETFMBBiShares MBS ETF$19,171,070$3,837,853 ▼-16.7%204,4261.3%ETFIAUiShares Gold Trust$17,905,503$10,421,003 ▲139.2%303,6891.2%FinanceUFIVUS Treasury 5 Year Note ETF$17,545,812$148,766 ▼-0.8%359,0161.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$16,911,004$2,126,812 ▲14.4%83,6641.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$16,553,974$16,553,974 ▲New Holding456,1581.1%ETFBTHMBlackRock Future U.S. Themes ETF$16,509,539$16,509,539 ▲New Holding520,9701.1%ETFXLGInvesco S&P 500 Top 50 ETF$16,044,321$16,044,321 ▲New Holding348,6381.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$13,905,504$197,645 ▲1.4%418,3360.9%ETFSIMPLIFY EXCHANGE TRADED FUN$7,920,926$154,080 ▲2.0%157,9760.5%MBS ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$7,366,054$468,169 ▲6.8%81,3120.5%ETFVOOVanguard S&P 500 ETF$6,114,677$26,210 ▼-0.4%11,8980.4%ETFFLOTiShares Floating Rate Bond ETF$6,114,278$1,004,208 ▲19.7%119,7700.4%ETFIEFAiShares Core MSCI EAFE ETF$5,893,740$4,686,290 ▲388.1%77,9080.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$5,174,212$535,901 ▲11.6%102,0550.4%ETFJPSTJPMorgan Ultra-Short Income ETF$5,159,120$554,705 ▲12.0%101,8980.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,140,958$535,196 ▲11.6%51,0930.4%ETFGSYInvesco Ultra Short Duration ETF$5,139,104$531,974 ▲11.5%102,5360.3%ETFVUGVanguard Growth ETF$4,302,995$1,013,451 ▼-19.1%11,6040.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$4,252,325$26,048 ▼-0.6%62,5250.3%ETFISHARES TR$3,055,7840.0%130,6840.2%MSCI GLOBAL QUALKBWBInvesco KBW Bank ETF$2,920,751$2,520,655 ▲630.0%46,5310.2%ManufacturingFLINFranklin FTSE India ETF$2,915,333$2,525,897 ▲648.6%79,1350.2%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$2,887,200$2,538,681 ▲728.4%34,1640.2%ETFVVVanguard Large-Cap ETF$2,686,992$16,450 ▼-0.6%10,4540.2%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$2,495,0680.0%46,8030.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,173,668$261,347 ▼-10.7%21,9740.1%FinanceIVViShares Core S&P 500 ETF$1,046,258$14,609 ▼-1.4%1,8620.1%ETFVTVVanguard Value ETF$1,039,895$1,039,895 ▲New Holding6,0200.1%ETFMUBiShares National Muni Bond ETF$779,9400.0%7,3970.1%ETFAMLPAlerian MLP ETF$571,807$571,807 ▲New Holding11,0090.0%ETFTFLOiShares Treasury Floating Rate Bond ETF$537,655$43,401,368 ▼-98.8%10,6130.0%ETFSPYSPDR S&P 500 ETF Trust$476,6000.0%8520.0%FinanceUSMViShares MSCI USA Min Vol Factor ETF$231,528$64,157 ▼-21.7%2,4720.0%ETFVONVVanguard Russell 1000 Value$221,455$59,511 ▼-21.2%2,6830.0%ETFVBVanguard Small-Cap ETF$0$23,814,882 ▼-100.0%00.0%ETFIFRAiShares U.S. Infrastructure ETF$0$10,087,342 ▼-100.0%00.0%ETFXOMExxon Mobil$0$429,107 ▼-100.0%00.0%EnergyHYDBiShares High Yield Bond Factor ETF$0$330,997 ▼-100.0%00.0%ETFDMBSDoubleLine Mortgage ETF$0$260,702 ▼-100.0%00.0%ETFJPIBJPMorgan International Bond Opportunities ETF$0$227,982 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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