Advocacy Wealth Management Services, LLC Portfolio Holdings

Advocacy Wealth Management Services, LLC

  • $1.22 Billion
  • Q4 2024

Advocacy Wealth Management Services, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.22 Billion distributed in 53 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 $296M, Spdr Ser Tr Fds Spdr Portfolio with a value of $88.6M, Pimco Enhanced Low Duration Ac with a value of $77.8M, Ishares S&P 500 Growth ETF with a value of $73M, and Blackrock ETF Tr U S Equity Fa with a value of $67.3M.

Examining the 13F form we can see an increase of $54M in the current position value, from $1.17B to 1.22B.

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

Portfolio value $1.22 Billion
ETFs: $1.22 Billion
Energy: $429,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $1.22 Billion
  • Prior Value $1.17 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Advocacy Wealth Management Services, LLC Portfolio

Follow Advocacy Wealth Management Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email