Advocacy Wealth Management Services, LLC
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
55
- Value ($000)
$1,468,465
- Date Filed05/06/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $258.57M | 18 % | 3,932,092 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $79.35M | 5 % | 3,011,220 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $79.26M | 5 % | 1,625,495 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $75.67M | 5 % | 2,078,345 | ||
KRE SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | $74.89M | 5 % | 2,747,114 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $74.73M | 5 % | 805,022 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $70.72M | 5 % | 413,856 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $60.29M | 4 % | 1,094,409 | ||
PIMCO ETF TR | MTG BKD SECS ACT | 72201R569 | $59.53M | 4 % | 1,213,019 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $54.19M | 4 % | 284,328 |
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