Advocacy-Wealth-Management-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, "EMXC", "MUB", null, null, "HEFA", "IVW", null, null, null, null, null, null, "EFG", null, null, null, null, "IVV", null, "SPY", null, "IEFA", "SPDW", null, "SPLG", null, "VV", null, null, null, null, "IVE", null, "VUG", "VOO", "VTV", null, null, null, "MTUM", null, "RSP", "USMV", null, "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 55
- Total Value
- 1468465327
- Accession Number
- 0001062993-25-008546
- Form Type
- 13F-HR
- Manager Name
- Advocacy-Wealth-Management-Services
Data Enrichment
35% identified19 identified36 unidentified
Holdings
55 positions
Manager:
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464288588
Shares:204.4K
Value:$19.2M
464285204
Shares:303.7K
Value:$17.9M
74933W510
Shares:359.0K
Value:$17.5M
09290C806
Shares:521.0K
Value:$16.5M
46137V233
Shares:348.6K
Value:$16.0M
78464A375
Shares:418.3K
Value:$13.9M
82889N525
Shares:158.0K
Value:$7.9M
464288281
Shares:81.3K
Value:$7.4M
46429B655
Shares:119.8K
Value:$6.1M
46434V878
Shares:102.1K
Value:$5.2M
46641Q837
Shares:101.9K
Value:$5.2M
72201R833
Shares:51.1K
Value:$5.1M
46090A887
Shares:102.5K
Value:$5.1M
78464A805
Shares:62.5K
Value:$4.3M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 123.0K | All Managers (Combined) | $21.3M | |||
(cusip464288588)✕ | 204.4K | All Managers (Combined) | $19.2M | ||
(cusip464285204)✕ | 303.7K | YoY NEW(+303.7K) | All Managers (Combined) | $17.9M | YoY NEW(+$17.9M) |
(cusip74933W510)✕ | 359.0K | YoY NEW(+359.0K) | All Managers (Combined) | $17.5M | YoY NEW(+$17.5M) |
| 83.7K | YoY NEW(+83.7K) | All Managers (Combined) | $16.9M | YoY NEW(+$16.9M) | |
| 456.2K | QoQ NEW(+456.2K) | All Managers (Combined) | $16.6M | QoQ NEW(+$16.6M) | |
(cusip09290C806)✕ | 521.0K | QoQ NEW(+521.0K) YoY NEW(+521.0K) | All Managers (Combined) | $16.5M | QoQ NEW(+$16.5M) YoY NEW(+$16.5M) |
(cusip46137V233)✕ | 348.6K | QoQ NEW(+348.6K) YoY NEW(+348.6K) | All Managers (Combined) | $16.0M | QoQ NEW(+$16.0M) YoY NEW(+$16.0M) |
(cusip78464A375)✕ | 418.3K | YoY NEW(+418.3K) | All Managers (Combined) | $13.9M | YoY NEW(+$13.9M) |
(cusip82889N525)✕ | 158.0K | YoY NEW(+158.0K) | All Managers (Combined) | $7.9M | YoY NEW(+$7.9M) |
(cusip464288281)✕ | 81.3K | All Managers (Combined) | $7.4M | ||
| 11.9K | QoQ -0.42% (-51)YoY +3.49% (+402) | All Managers (Combined) | $6.1M | ||
(cusip46429B655)✕ | 119.8K | All Managers (Combined) | $6.1M | ||
| 77.9K | All Managers (Combined) | $5.9M | |||
(cusip46434V878)✕ | 102.1K | All Managers (Combined) | $5.2M | ||
(cusip46641Q837)✕ | 101.9K | All Managers (Combined) | $5.2M | ||
(cusip72201R833)✕ | 51.1K | All Managers (Combined) | $5.1M | ||
(cusip46090A887)✕ | 102.5K | All Managers (Combined) | $5.1M | ||
| 11.6K | All Managers (Combined) | $4.3M | |||
(cusip78464A805)✕ | 62.5K | All Managers (Combined) | $4.3M |