Advocacy Wealth Management Services, LLC Top Holdings and 13F Report (2024) → My top 100 stocks… (From DTI) (Ad) About Advocacy Wealth Management Services, LLCInvestment ActivityAdvocacy Wealth Management Services, LLC has $1.16 billion in total holdings as of March 31, 2024.Advocacy Wealth Management Services, LLC owns shares of 54 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 44.15% of the portfolio was purchased this quarter.About 39.00% of the portfolio was sold this quarter.This quarter, Advocacy Wealth Management Services, LLC has purchased 51 new stocks and bought additional shares in 20 stocks.Advocacy Wealth Management Services, LLC sold shares of 25 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $327,605,102SPDR Portfolio Developed World ex-US ETF $92,138,368iShares MSCI USA Quality Factor ETF $49,957,634iShares MSCI Emerging Markets ex China ETF $49,687,573SPDR Portfolio Long Term Treasury ETF $49,588,834 Largest New Holdings this Quarter BlackRock U.S. Equity Factor Rotation ETF $47,696,212 HoldingAngel Oak Income ETF $38,444,913 HoldingDoubleLine Mortgage ETF $38,409,515 HoldingiShares S&P 500 Value ETF $25,929,228 HoldingBlackRock Flexible Income ETF $18,837,756 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 3,341,587 shares (about $205.61M)BlackRock U.S. Equity Factor Rotation ETF 1,074,239 shares (about $47.70M)Angel Oak Income ETF 1,871,709 shares (about $38.44M)DoubleLine Mortgage ETF 788,808 shares (about $38.41M)iShares MSCI USA Quality Factor ETF 179,982 shares (about $29.58M) Largest Sales this Quarter Vanguard S&P 500 ETF 219,930 shares (about $105.72M)Overlay Shares Hedged Large Cap Equity ETF 2,304,696 shares (about $72.02M)iShares 0-5 Year Investment Grade Corporate Bond ETF 976,375 shares (about $48.06M)SPDR Portfolio Short Term Corporate Bond ETF 1,584,260 shares (about $47.16M)iShares Treasury Floating Rate Bond ETF 281,313 shares (about $14.26M) 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$327,605,102$205,607,848 ▲168.5%5,324,31528.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$92,138,368$11,704,376 ▲14.6%2,570,8257.9%ETFQUALiShares MSCI USA Quality Factor ETF$49,957,634$29,580,042 ▲145.2%303,9714.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$49,687,573$15,426,515 ▲45.0%863,0814.3%ManufacturingSPTLSPDR Portfolio Long Term Treasury ETF$49,588,834$11,148,758 ▲29.0%1,774,8334.3%ETFFLOTiShares Floating Rate Bond ETF$47,757,155$4,443,601 ▼-8.5%935,3144.1%ETFDYNFBlackRock U.S. Equity Factor Rotation ETF$47,696,212$47,696,212 ▲New Holding1,074,2394.1%ETFTFLOiShares Treasury Floating Rate Bond ETF$47,585,397$14,259,758 ▼-23.1%938,7534.1%ETFCARYAngel Oak Income ETF$38,444,913$38,444,913 ▲New Holding1,871,7093.3%ETFDMBSDoubleLine Mortgage ETF$38,409,515$38,409,515 ▲New Holding788,8083.3%ETFIVWiShares S&P 500 Growth ETF$37,954,513$27,718,105 ▲270.8%449,4853.3%ETFLONZPIMCO Senior Loan Active Exchange-Traded Fund$37,383,361$3,066,751 ▲8.9%730,8573.2%ETFLDURPIMCO Low Duration Exchange-Traded Fund$36,713,481$2,956,692 ▲8.8%387,0283.2%ETFSCHMSchwab U.S. Mid-Cap ETF$32,838,602$3,758,646 ▲12.9%403,2742.8%ETFIVEiShares S&P 500 Value ETF$25,929,228$25,929,228 ▲New Holding138,8002.2%ETFEFViShares MSCI EAFE Value ETF$19,323,043$9,322,202 ▼-32.5%355,2031.7%ETFIYWiShares U.S. Technology ETF$19,031,034$3,711,044 ▲24.2%140,9081.6%ManufacturingBINCBlackRock Flexible Income ETF$18,837,756$18,837,756 ▲New Holding359,0881.6%ETFMBBiShares MBS ETF$17,974,211$5,049,829 ▲39.1%194,4841.5%ETFEFGiShares MSCI EAFE Growth ETF$12,823,047$9,562,484 ▼-42.7%123,5481.1%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$12,749,686$12,749,686 ▲New Holding365,5301.1%ETFIXCiShares Global Energy ETF$12,671,152$3,076,594 ▲32.1%295,0211.1%ETFIFRAiShares U.S. Infrastructure ETF$8,193,306$1,486,251 ▼-15.4%188,9600.7%ETFICSHBlackRock Ultra Short-Term Bond ETF$6,722,178$985,013 ▼-12.8%132,9540.6%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,703,987$986,093 ▼-12.8%66,6800.6%ETFJPSTJPMorgan Ultra-Short Income ETF$6,703,265$982,870 ▼-12.8%132,8690.6%ETFGSYInvesco Ultra Short Duration ETF$6,685,060$970,610 ▼-12.7%133,9960.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,656,294$1,354,465 ▲31.5%63,0790.5%ETFVUGVanguard Growth ETF$5,527,852$1,702,757 ▲44.5%16,0600.5%ETFVOOVanguard S&P 500 ETF$5,526,127$105,720,347 ▼-95.0%11,4960.5%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,246,036$47,163,425 ▼-91.7%142,6280.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$3,796,012$324,599 ▲9.4%59,1740.3%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$2,866,437$1,658,115 ▲137.2%51,9000.2%ETFVVVanguard Large-Cap ETF$2,803,993$2,803,993 ▲New Holding11,6950.2%ETFXLVHealth Care Select Sector SPDR Fund$2,763,290$11,171,787 ▼-80.2%18,7050.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,700,539$1,479,809 ▼-35.4%33,0220.2%ManufacturingFLEEFranklin FTSE Europe ETF$2,520,168$10,555,769 ▼-80.7%84,7400.2%ETFVONVVanguard Russell 1000 Value$2,111,877$8,947,265 ▼-80.9%26,8550.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,073,369$10,174,527 ▼-83.1%24,8070.2%ETFDGROiShares Core Dividend Growth ETF$1,870,925$8,882,075 ▼-82.6%32,2240.2%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,429,595$48,057,181 ▼-97.1%29,0450.1%ManufacturingOVLHOverlay Shares Hedged Large Cap Equity ETF$1,366,533$72,018,548 ▼-98.1%43,7310.1%ETFFSTAFidelity MSCI Consumer Staples Index ETF$1,287,277$5,089,776 ▼-79.8%27,0550.1%ETFIVViShares Core S&P 500 ETF$1,197,087$32,070 ▲2.8%2,2770.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$969,290$22,051 ▲2.3%24,4400.1%ETFSPYSPDR S&P 500 ETF Trust$867,7730.0%1,6590.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$705,087$705,087 ▲New Holding4,1630.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$703,111$71,300 ▲11.3%7,1790.1%FinanceNANRSPDR S&P North American Natural Resources ETF$480,086$1,758,787 ▼-78.6%8,7960.0%ETFOEFiShares S&P 100 ETF$394,866$10,070,815 ▼-96.2%1,5960.0%ETFIEFAiShares Core MSCI EAFE ETF$387,354$5,863 ▼-1.5%5,2190.0%ETFMUBiShares National Muni Bond ETF$332,054$43,901 ▲15.2%3,0860.0%ETFSPHQInvesco S&P 500 Quality ETF$298,958$16,797 ▼-5.3%4,9480.0%ETFSPTSSPDR Portfolio Short Term Treasury ETF$257,937$189,628 ▼-42.4%8,9190.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$0$59,354,350 ▼-100.0%00.0%ETFOVLOverlay Shares Large Cap Equity ETF$0$5,736,706 ▼-100.0%00.0%ManufacturingSPLVInvesco S&P 500 Low Volatility ETF$0$3,111,320 ▼-100.0%00.0%ETFGLDMSPDR Gold MiniShares Trust$0$714,493 ▼-100.0%00.0%FinanceSPABSPDR Portfolio Aggregate Bond ETF$0$390,856 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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