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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Page 3 of 3
46438G497
Shares:130.7K
Value:$3.1M
46138E628
Shares:46.5K
Value:$2.9M
35473P769
Shares:79.1K
Value:$2.9M
316092204
Shares:34.2K
Value:$2.9M
46138J619
Shares:46.8K
Value:$2.5M
464287226
Shares:22.0K
Value:$2.2M
00162Q452
Shares:11.0K
Value:$571.8K
46434V860
Shares:10.6K
Value:$537.7K
92206C714
Shares:2.7K
Value:$221.5K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip46438G497)✕ | 130.7K | QoQ 0.00% (-0)YoY NEW(+130.7K) | All Managers (Combined) | $3.1M | YoY NEW(+$3.1M) |
(cusip46138E628)✕ | 46.5K | YoY NEW(+46.5K) | All Managers (Combined) | $2.9M | YoY NEW(+$2.9M) |
(cusip35473P769)✕ | 79.1K | YoY NEW(+79.1K) | All Managers (Combined) | $2.9M | YoY NEW(+$2.9M) |
(cusip316092204)✕ | 34.2K | YoY NEW(+34.2K) | All Managers (Combined) | $2.9M | YoY NEW(+$2.9M) |
| 10.5K | All Managers (Combined) | $2.7M | |||
(cusip46138J619)✕ | 46.8K | QoQ 0.00% (-0) | All Managers (Combined) | $2.5M | |
(cusip464287226)✕ | 22.0K | All Managers (Combined) | $2.2M | ||
| 1.9K | QoQ -1.37% (-26) | All Managers (Combined) | $1.0M | ||
| 6.0K | QoQ NEW(+6.0K) YoY NEW(+6.0K) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) | |
| 7.4K | QoQ 0.00% (-0) | All Managers (Combined) | $779.9K | ||
(cusip00162Q452)✕ | 11.0K | QoQ NEW(+11.0K) YoY NEW(+11.0K) | All Managers (Combined) | $571.8K | QoQ NEW(+$571.8K) YoY NEW(+$571.8K) |
(cusip46434V860)✕ | 10.6K | All Managers (Combined) | $537.7K | ||
| 852 | QoQ 0.00% (-0) | All Managers (Combined) | $476.6K | ||
| 2.5K | All Managers (Combined) | $231.5K | |||
(cusip92206C714)✕ | 2.7K | All Managers (Combined) | $221.5K |