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

SEC FilingSEC DataHachi Filing

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
CIK: advocacy-wealth-management-services
Manager Name: Advocacy-Wealth-Management-Services

Data Enrichment

35% identified

19 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 3

Sort by:

46137V357

RSP|46137V357

Shares:123.0K

Value:$21.3M

% of Portfolio:1.5% ($21.3M/$1.5B)

464288588

Shares:204.4K

Value:$19.2M

% of Portfolio:1.3% ($19.2M/$1.5B)

464285204

Shares:303.7K

Value:$17.9M

% of Portfolio:1.2% ($17.9M/$1.5B)

74933W510

Shares:359.0K

Value:$17.5M

% of Portfolio:1.2% ($17.5M/$1.5B)

46432F396

MTUM|46432F396

Shares:83.7K

Value:$16.9M

% of Portfolio:1.2% ($16.9M/$1.5B)

46434V803

HEFA|46434V803

Shares:456.2K

Value:$16.6M

% of Portfolio:1.1% ($16.6M/$1.5B)

09290C806

Shares:521.0K

Value:$16.5M

% of Portfolio:1.1% ($16.5M/$1.5B)

46137V233

Shares:348.6K

Value:$16.0M

% of Portfolio:1.1% ($16.0M/$1.5B)

78464A375

Shares:418.3K

Value:$13.9M

% of Portfolio:0.9% ($13.9M/$1.5B)

82889N525

Shares:158.0K

Value:$7.9M

% of Portfolio:0.5% ($7.9M/$1.5B)

464288281

Shares:81.3K

Value:$7.4M

% of Portfolio:0.5% ($7.4M/$1.5B)

922908363

VOO|922908363

Shares:11.9K

Value:$6.1M

% of Portfolio:0.4% ($6.1M/$1.5B)

46429B655

Shares:119.8K

Value:$6.1M

% of Portfolio:0.4% ($6.1M/$1.5B)

46432F842

IEFA|46432F842

Shares:77.9K

Value:$5.9M

% of Portfolio:0.4% ($5.9M/$1.5B)

46434V878

Shares:102.1K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.5B)

46641Q837

Shares:101.9K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.5B)

72201R833

Shares:51.1K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.5B)

46090A887

Shares:102.5K

Value:$5.1M

% of Portfolio:0.3% ($5.1M/$1.5B)

922908736

VUG|922908736

Shares:11.6K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.5B)

78464A805

Shares:62.5K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(RSPcusip46137V357)	123.0K	QoQ +571.08% (+104.7K) YoY +2855.00% (+118.9K)	All Managers (Combined)	$21.3M	1.5% ($21.3M/$1.5B)	QoQ +563.42% (+$18.1M) YoY +2922.35% (+$20.6M)
(cusip464288588)✕	204.4K	QoQ -16.67% (-40.9K) YoY +5.11% (+9.9K)	All Managers (Combined)	$19.2M	1.3% ($19.2M/$1.5B)	QoQ -14.77% (-$3.3M) YoY +6.65% (+$1.2M)
(cusip464285204)✕	303.7K	QoQ +139.23% (+176.7K) YoY NEW(+303.7K)	All Managers (Combined)	$17.9M	1.2% ($17.9M/$1.5B)	QoQ +184.89% (+$11.6M) YoY NEW(+$17.9M)
(cusip74933W510)✕	359.0K	QoQ -0.84% (-3.0K) YoY NEW(+359.0K)	All Managers (Combined)	$17.5M	1.2% ($17.5M/$1.5B)	QoQ +1.35% (-$234.5K) YoY NEW(+$17.5M)
(MTUMcusip46432F396)	83.7K	QoQ +14.38% (+10.5K) YoY NEW(+83.7K)	All Managers (Combined)	$16.9M	1.2% ($16.9M/$1.5B)	QoQ +11.73% (+$1.8M) YoY NEW(+$16.9M)
(HEFAcusip46434V803)	456.2K	QoQ NEW(+456.2K) YoY +24.79% (+90.6K)	All Managers (Combined)	$16.6M	1.1% ($16.6M/$1.5B)	QoQ NEW(+$16.6M) YoY +29.83% (+$3.8M)
(cusip09290C806)✕	521.0K	QoQ NEW(+521.0K) YoY NEW(+521.0K)	All Managers (Combined)	$16.5M	1.1% ($16.5M/$1.5B)	QoQ NEW(+$16.5M) YoY NEW(+$16.5M)
(cusip46137V233)✕	348.6K	QoQ NEW(+348.6K) YoY NEW(+348.6K)	All Managers (Combined)	$16.0M	1.1% ($16.0M/$1.5B)	QoQ NEW(+$16.0M) YoY NEW(+$16.0M)
(cusip78464A375)✕	418.3K	QoQ +1.44% (+5.9K) YoY NEW(+418.3K)	All Managers (Combined)	$13.9M	0.9% ($13.9M/$1.5B)	QoQ +2.92% (+$395.6K) YoY NEW(+$13.9M)
(cusip82889N525)✕	158.0K	QoQ +1.98% (+3.1K) YoY NEW(+158.0K)	All Managers (Combined)	$7.9M	0.5% ($7.9M/$1.5B)	QoQ +2.90% (+$223.8K) YoY NEW(+$7.9M)
(cusip464288281)✕	81.3K	QoQ +6.78% (+5.2K) YoY +28.90% (+18.2K)	All Managers (Combined)	$7.4M	0.5% ($7.4M/$1.5B)	QoQ +8.64% (+$586.2K) YoY +30.22% (+$1.7M)
(VOOcusip922908363)	11.9K	QoQ -0.42% (-51) YoY +3.49% (+402)	All Managers (Combined)	$6.1M	0.4% ($6.1M/$1.5B)	QoQ -5.02% (-$323.7K) YoY +10.65% (+$588.5K)
(cusip46429B655)✕	119.8K	QoQ +19.65% (+19.7K) YoY -87.19% (-815.5K)	All Managers (Combined)	$6.1M	0.4% ($6.1M/$1.5B)	QoQ +20.05% (+$1.0M) YoY -87.19% (-$41.6M)
(IEFAcusip46432F842)	77.9K	QoQ +388.11% (+61.9K) YoY +1392.77% (+72.7K)	All Managers (Combined)	$5.9M	0.4% ($5.9M/$1.5B)	QoQ +425.41% (+$4.8M) YoY +1421.53% (+$5.5M)
(cusip46434V878)✕	102.1K	QoQ +11.55% (+10.6K) YoY -23.24% (-30.9K)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.5B)	QoQ +12.15% (+$560.6K) YoY -23.02% (-$1.5M)
(cusip46641Q837)✕	101.9K	QoQ +12.04% (+11.0K) YoY -23.30% (-31.0K)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.5B)	QoQ +12.62% (+$578.3K) YoY -23.03% (-$1.5M)
(cusip72201R833)✕	51.1K	QoQ +11.62% (+5.3K) YoY -23.37% (-15.6K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.5B)	QoQ +11.93% (+$548.0K) YoY -23.31% (-$1.6M)
(cusip46090A887)✕	102.5K	QoQ +11.54% (+10.6K) YoY -23.47% (-31.5K)	All Managers (Combined)	$5.1M	0.3% ($5.1M/$1.5B)	QoQ +11.56% (+$532.9K) YoY -23.12% (-$1.5M)
(VUGcusip922908736)	11.6K	QoQ -19.06% (-2.7K) YoY -27.74% (-4.5K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.5B)	QoQ -26.87% (-$1.6M) YoY -22.15% (-$1.2M)
(cusip78464A805)✕	62.5K	QoQ -0.60% (-383) YoY +5.66% (+3.4K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.5B)	QoQ -5.36% (-$241.2K) YoY +12.02% (+$456.3K)