Advocacy Wealth Management Services, LLC
Q4 2024 13F Holdings
- Locationatlanta, GA
- Num holdings
53
- Value ($000)
$1,315,252
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001569452
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $296.08M | 23 % | 4,294,685 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $88.57M | 7 % | 2,595,044 | ||
LDUR PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $77.76M | 6 % | 818,639 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $73.02M | 6 % | 719,242 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $67.32M | 5 % | 1,313,513 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $65.39M | 5 % | 367,169 | ||
KRE SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | $64.80M | 5 % | 2,474,044 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $59.22M | 5 % | 1,067,982 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $46.24M | 4 % | 1,668,642 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $44.39M | 3 % | 458,465 |
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