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:

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46438G497

Shares:130.7K

Value:$3.1M

% of Portfolio:0.2% ($3.1M/$1.5B)

46138E628

Shares:46.5K

Value:$2.9M

% of Portfolio:0.2% ($2.9M/$1.5B)

35473P769

Shares:79.1K

Value:$2.9M

% of Portfolio:0.2% ($2.9M/$1.5B)

316092204

Shares:34.2K

Value:$2.9M

% of Portfolio:0.2% ($2.9M/$1.5B)

922908637

VV|922908637

Shares:10.5K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.5B)

46138J619

Shares:46.8K

Value:$2.5M

% of Portfolio:0.2% ($2.5M/$1.5B)

464287226

Shares:22.0K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$1.5B)

464287200

IVV|464287200

Shares:1.9K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.5B)

922908744

VTV|922908744

Shares:6.0K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.5B)

464288414

MUB|464288414

Shares:7.4K

Value:$779.9K

% of Portfolio:0.1% ($779.9K/$1.5B)

00162Q452

Shares:11.0K

Value:$571.8K

% of Portfolio:0.0% ($571.8K/$1.5B)

46434V860

Shares:10.6K

Value:$537.7K

% of Portfolio:0.0% ($537.7K/$1.5B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:852

Value:$476.6K

% of Portfolio:0.0% ($476.6K/$1.5B)

46429B697

USMV|46429B697

Shares:2.5K

Value:$231.5K

% of Portfolio:0.0% ($231.5K/$1.5B)

92206C714

Shares:2.7K

Value:$221.5K

% of Portfolio:0.0% ($221.5K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46438G497)✕	130.7K	QoQ 0.00% (-0) YoY NEW(+130.7K)	All Managers (Combined)	$3.1M	0.2% ($3.1M/$1.5B)	QoQ -3.21% (-$101.5K) YoY NEW(+$3.1M)
(cusip46138E628)✕	46.5K	QoQ +630.01% (+40.2K) YoY NEW(+46.5K)	All Managers (Combined)	$2.9M	0.2% ($2.9M/$1.5B)	QoQ +601.19% (+$2.5M) YoY NEW(+$2.9M)
(cusip35473P769)✕	79.1K	QoQ +648.60% (+68.6K) YoY NEW(+79.1K)	All Managers (Combined)	$2.9M	0.2% ($2.9M/$1.5B)	QoQ +627.66% (+$2.5M) YoY NEW(+$2.9M)
(cusip316092204)✕	34.2K	QoQ +728.41% (+30.0K) YoY NEW(+34.2K)	All Managers (Combined)	$2.9M	0.2% ($2.9M/$1.5B)	QoQ +618.34% (+$2.5M) YoY NEW(+$2.9M)
(VVcusip922908637)	10.5K	QoQ -0.60% (-64) YoY -10.61% (-1.2K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.5B)	QoQ -5.27% (-$149.7K) YoY -4.17% (-$117.0K)
(cusip46138J619)✕	46.8K	QoQ 0.00% (-0) YoY -9.82% (-5.1K)	All Managers (Combined)	$2.5M	0.2% ($2.5M/$1.5B)	QoQ -1.69% (-$43.1K) YoY -12.95% (-$371.4K)
(cusip464287226)✕	22.0K	QoQ -10.73% (-2.6K) YoY +206.08% (+14.8K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$1.5B)	QoQ -8.87% (-$211.6K) YoY +209.15% (+$1.5M)
(IVVcusip464287200)	1.9K	QoQ -1.37% (-26) YoY -18.22% (-415)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.5B)	QoQ -5.86% (-$65.2K) YoY -12.59% (-$150.8K)
(VTVcusip922908744)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.5B)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(MUBcusip464288414)	7.4K	QoQ 0.00% (-0) YoY +139.69% (+4.3K)	All Managers (Combined)	$779.9K	0.1% ($779.9K/$1.5B)	QoQ -1.04% (-$8.2K) YoY +134.88% (+$447.9K)
(cusip00162Q452)✕	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$571.8K	0.0% ($571.8K/$1.5B)	QoQ NEW(+$571.8K) YoY NEW(+$571.8K)
(cusip46434V860)✕	10.6K	QoQ -98.77% (-856.7K) YoY -98.86% (-928.1K)	All Managers (Combined)	$537.7K	0.0% ($537.7K/$1.5B)	QoQ -98.77% (-$43.2M) YoY -98.87% (-$47.0M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	852	QoQ 0.00% (-0) YoY -48.64% (-807)	All Managers (Combined)	$476.6K	0.0% ($476.6K/$1.5B)	QoQ -4.55% (-$22.7K) YoY -45.07% (-$391.2K)
(USMVcusip46429B697)	2.5K	QoQ -21.69% (-685) YoY -90.03% (-22.3K)	All Managers (Combined)	$231.5K	0.0% ($231.5K/$1.5B)	QoQ -17.40% (-$48.8K) YoY -88.83% (-$1.8M)
(cusip92206C714)✕	2.7K	QoQ -21.18% (-721) YoY -90.00% (-24.2K)	All Managers (Combined)	$221.5K	0.0% ($221.5K/$1.5B)	QoQ -19.92% (-$55.1K) YoY -89.51% (-$1.9M)