Advocacy Wealth Management Services, LLC Portfolio Holdings

Advocacy Wealth Management Services, LLC

  • $1.92 Billion
  • Q3 2025

Advocacy Wealth Management Services, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.92 Billion distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $244M, Ishares Msci Usa Quality Facto with a value of $122M, Blackrock ETF Tr U S Equity Fa with a value of $113M, Spdr Portfolio Long Term Treas with a value of $106M, and Ishares S&P 500 Growth ETF with a value of $91.1M.

Examining the 13F form we can see an increase of $623M in the current position value, from $1.29B to 1.92B.

Below you can find more details about Advocacy Wealth Management Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.92 Billion
ETFs: $1.44 Billion
Technology: $168 Million
Healthcare: $77.8 Million
Financial Services: $62.4 Million
Communication Services: $56.7 Million
Consumer Cyclical: $48.8 Million
Consumer Defensive: $47 Million
Industrials: $10.7 Million
Other: $449,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$244 Million 12.73% of portfolio
3,113,972
Q3 2025 Added 0.2%
$0
$122 Million 6.34% of portfolio
624,740
Q3 2025 Added 43.34%
$0
$113 Million 5.89% of portfolio
1,907,589
Q3 2025 Added 15.98%
$0
$106 Million 5.53% of portfolio
3,931,385
Q3 2025 Added 7.79%
$0
$91.1 Million 4.76% of portfolio
754,939
Q3 2025 Added 0.81%
$0
$85.7 Million 4.47% of portfolio
891,551
Q3 2025 Added 102.63%
$0
$85.5 Million 4.46% of portfolio
1,997,901
Q3 2025 Reduced 1.19%
$0
$77.1 Million 4.03% of portfolio
1,137,400
Q3 2025 Added 1.56%
$0
$76.3 Million 3.98% of portfolio
369,492
Q3 2025 Added 6.94%
$0
$63 Million 3.29% of portfolio
1,094,754
Q3 2025 Added 56.58%
$0
$44.5 Million 2.32% of portfolio
872,099
Q3 2025 Added 3.88%
$0
$43.7 Million 2.28% of portfolio
1,472,938
Q3 2025 Reduced 1.12%
$0
$36.7 Million 1.91% of portfolio
542,951
Q3 2025 Reduced 1.07%
$0
$34.8 Million 1.82% of portfolio
744,245
Q3 2025 Added 9.16%
$65.3B
$28 Million 1.46% of portfolio
384,136
Q3 2025 Added 8.09%
$1.65T
$26.5 Million 1.38% of portfolio
108,918
Q3 2025 New
$0
$23.9 Million 1.25% of portfolio
93,325
Q3 2025 Added 5.55%
$0
$22.6 Million 1.18% of portfolio
118,973
Q3 2025 Added 10.32%
$0
$22.5 Million 1.17% of portfolio
510,396
Q3 2025 Reduced 25.69%
$2.39T
$21.8 Million 1.14% of portfolio
99,142
Q3 2025 New
$3.78T
$21.4 Million 1.11% of portfolio
41,230
Q3 2025 Added 9,883.05%
$465B
$20.7 Million 1.08% of portfolio
111,197
Q3 2025 Added 8,440.48%
$0
$20.1 Million 1.05% of portfolio
211,115
Q3 2025 Added 5.37%
$533B
$19.5 Million 1.02% of portfolio
57,171
Q3 2025 New
$405B
$18.8 Million 0.98% of portfolio
19,454
Q3 2025 New
$971B
$18.6 Million 0.97% of portfolio
24,405
Q3 2025 New
$37.6B
$17.5 Million 0.91% of portfolio
260,433
Q3 2025 New
$182B
$17.2 Million 0.9% of portfolio
25,238
Q3 2025 New
$228B
$17.1 Million 0.89% of portfolio
127,846
Q3 2025 New
$61.4B
$16.5 Million 0.86% of portfolio
80,915
Q3 2025 New
$4.3T
$15.3 Million 0.8% of portfolio
59,911
Q3 2025 Added 5,970.01%
$136B
$15.2 Million 0.79% of portfolio
41,035
Q3 2025 New
$181B
$14.9 Million 0.78% of portfolio
152,584
Q3 2025 New
$167B
$14.8 Million 0.77% of portfolio
155,135
Q3 2025 New
$84.9B
$13.5 Million 0.71% of portfolio
80,422
Q3 2025 New
$49.1B
$13 Million 0.68% of portfolio
10,817
Q3 2025 New
$140B
$12.9 Million 0.67% of portfolio
51,444
Q3 2025 New
$169B
$12.1 Million 0.63% of portfolio
13,122
Q3 2025 New
$159B
$12.1 Million 0.63% of portfolio
24,896
Q3 2025 New
$39.1B
$11.6 Million 0.61% of portfolio
44,881
Q3 2025 New
$55.6B
$11.2 Million 0.58% of portfolio
76,618
Q3 2025 New
$875M
$10.5 Million 0.55% of portfolio
267,632
Q3 2025 New
$53.4B
$10.5 Million 0.55% of portfolio
135,590
Q3 2025 New
$2.36B
$9.48 Million 0.49% of portfolio
213,207
Q3 2025 New
$151B
$8.93 Million 0.47% of portfolio
25,317
Q3 2025 New
$0
$8.4 Million 0.44% of portfolio
88,254
Q3 2025 Added 6.0%
$0
$8.1 Million 0.42% of portfolio
92,825
Q3 2025 Added 27.37%
$16.9B
$7.89 Million 0.41% of portfolio
58,787
Q3 2025 New
$152B
$7.21 Million 0.38% of portfolio
29,234
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $1.92 Billion
  • Prior Value $1.29 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 83 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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