Advocacy Wealth Management Services, LLC
Q2 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
63
- Value ($000)
$1,629,448
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $225.91M | 14 % | 3,107,897 | ||
KRE SPDR SERIES TRUST | PORTFOLIO LN TSR | 78464A664 | $96.94M | 6 % | 3,647,181 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $89.58M | 6 % | 1,644,822 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $85.61M | 5 % | 3,225,583 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $82.45M | 5 % | 748,838 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $81.87M | 5 % | 2,021,931 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $79.68M | 5 % | 435,845 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $71.09M | 4 % | 1,119,888 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $67.52M | 4 % | 345,509 | ||
PIMCO ETF TR | MTG BKD SECS ACT | 72201R569 | $64.16M | 4 % | 1,308,065 |
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