Advocacy Wealth Management Services, LLC

Investment Portfolio & 13F Holdings Analysis

About

Advocacy Wealth Management Services, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 55 holdings worth $1.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 • $1,468,465.327K total value

55 positions

Manager:

SEC FilingSEC DataHachi Filing

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78464A854

SPLG|78464A854

Shares:3.9M

Value:$258.6M

72201R585

Shares:3.0M

Value:$79.3M

09290C103

Shares:1.6M

Value:$79.3M

78463X889

SPDW|78463X889

Shares:2.1M

Value:$75.7M

78464A664

Shares:2.7M

Value:$74.9M

464287309

IVW|464287309

Shares:805.0K

Value:$74.7M

46432F339

QUAL|46432F339

Shares:413.9K

Value:$70.7M

46434G764

EMXC|46434G764

Shares:1.1M

Value:$60.3M

72201R569

Shares:1.2M

Value:$59.5M

464287408

IVE|464287408

Shares:284.3K

Value:$54.2M

464288877

Shares:707.0K

Value:$41.7M

72201R627

Shares:792.5K

Value:$39.9M

03463K760

Shares:1.9M

Value:$39.8M

808524508

Shares:1.5M

Value:$39.3M

72201R718

Shares:409.7K

Value:$39.3M

464288885

EFG|464288885

Shares:302.5K

Value:$30.2M

316092527

Shares:719.4K

Value:$28.2M

092528603

Shares:533.9K

Value:$28.0M

464287721

Shares:192.3K

Value:$27.0M

092528504

Shares:488.7K

Value:$25.3M

Instrument	Shares		Other Manager	Value
(SPLGcusip78464A854)	3.9M	QoQ -8.44% (-362.6K) YoY -26.14% (-1.4M)	All Managers (Combined)	$258.6M	QoQ -12.66% (-$37.5M) YoY -21.07% (-$69.0M)
(cusip72201R585)✕	3.0M	QoQ +2605.08% (+2.9M) YoY NEW(+3.0M)	All Managers (Combined)	$79.3M	QoQ +2649.96% (+$76.5M) YoY NEW(+$79.3M)
(cusip09290C103)✕	1.6M	QoQ +23.75% (+312.0K) YoY +51.31% (+551.3K)	All Managers (Combined)	$79.3M	QoQ +17.73% (+$11.9M) YoY +66.17% (+$31.6M)
(SPDWcusip78463X889)	2.1M	QoQ -19.91% (-516.7K) YoY -19.15% (-492.5K)	All Managers (Combined)	$75.7M	QoQ -14.56% (-$12.9M) YoY -17.87% (-$16.5M)
(cusip78464A664)✕	2.7M	QoQ +11.03% (+273.1K) YoY +54.78% (+972.3K)	All Managers (Combined)	$74.9M	QoQ +15.57% (+$10.1M) YoY +51.01% (+$25.3M)
(IVWcusip464287309)	805.0K	QoQ +11.92% (+85.8K) YoY +79.09% (+355.5K)	All Managers (Combined)	$74.7M	QoQ +2.33% (+$1.7M) YoY +96.89% (+$36.8M)
(QUALcusip46432F339)	413.9K	QoQ +12.71% (+46.7K) YoY +36.14% (+109.9K)	All Managers (Combined)	$70.7M	QoQ +8.16% (+$5.3M) YoY +41.56% (+$20.8M)
(EMXCcusip46434G764)	1.1M	QoQ +2.47% (+26.4K) YoY +26.80% (+231.3K)	All Managers (Combined)	$60.3M	QoQ +1.80% (+$1.1M) YoY +21.34% (+$10.6M)
(cusip72201R569)✕	1.2M	QoQ NEW(+1.2M) YoY NEW(+1.2M)	All Managers (Combined)	$59.5M	QoQ NEW(+$59.5M) YoY NEW(+$59.5M)
(IVEcusip464287408)	284.3K	QoQ +62.35% (+109.2K) YoY +104.84% (+145.5K)	All Managers (Combined)	$54.2M	QoQ +62.10% (+$20.8M) YoY +108.98% (+$28.3M)
(cusip464288877)✕	707.0K	QoQ -11.34% (-90.5K) YoY +99.04% (+351.8K)	All Managers (Combined)	$41.7M	QoQ -0.41% (-$173.1K) YoY +115.66% (+$22.3M)
(cusip72201R627)✕	792.5K	QoQ +8.65% (+63.1K) YoY +8.43% (+61.6K)	All Managers (Combined)	$39.9M	QoQ +7.13% (+$2.7M) YoY +6.81% (+$2.5M)
(cusip03463K760)✕	1.9M	QoQ +6.32% (+114.1K) YoY +2.47% (+46.3K)	All Managers (Combined)	$39.8M	QoQ +7.20% (+$2.7M) YoY +3.57% (+$1.4M)
(cusip808524508)✕	1.5M	QoQ -10.00% (-166.9K) YoY +272.39% (+1.1M)	All Managers (Combined)	$39.3M	QoQ -14.90% (-$6.9M) YoY +19.81% (+$6.5M)
(cusip72201R718)✕	409.7K	QoQ -49.95% (-409.0K) YoY +5.85% (+22.7K)	All Managers (Combined)	$39.3M	QoQ -49.43% (-$38.4M) YoY +7.10% (+$2.6M)
(EFGcusip464288885)	302.5K	QoQ -34.02% (-156.0K) YoY +144.82% (+178.9K)	All Managers (Combined)	$30.2M	QoQ -31.86% (-$14.1M) YoY +135.88% (+$17.4M)
(cusip316092527)✕	719.4K	QoQ NEW(+719.4K) YoY NEW(+719.4K)	All Managers (Combined)	$28.2M	QoQ NEW(+$28.2M) YoY NEW(+$28.2M)
(cusip092528603)✕	533.9K	QoQ +12.95% (+61.2K) YoY +48.67% (+174.8K)	All Managers (Combined)	$28.0M	QoQ +13.73% (+$3.4M) YoY +48.44% (+$9.1M)
(cusip464287721)✕	192.3K	QoQ +11.77% (-20.3K) YoY +36.47% (+51.4K)	All Managers (Combined)	$27.0M	QoQ -1.59% (-$438.4K) YoY +41.90% (+$8.0M)
(cusip092528504)✕	488.7K	QoQ NEW(+488.7K) YoY NEW(+488.7K)	All Managers (Combined)	$25.3M	QoQ NEW(+$25.3M) YoY NEW(+$25.3M)