The Analysis of Advocacy Wealth Management, LLC's Holdings

Currently, Advocacy Wealth Management, LLC holds 142 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in DMBS (+976.5K shares, valued at $48.5M), BOND (+410.7K shares, valued at $38.2M), IVE (+155.8K shares, valued at $33.0M); decreased their positions in CARY (-2.1M shares, valued at $44.0M), LONZ (-866.0K shares, valued at $43.5M), QUAL (-172.1K shares, valued at $34.2M); initiated new positions in DMBS (+976.5K shares, valued at $48.5M), BOND (+410.7K shares, valued at $38.2M), VRT (+9.5K shares, valued at $1.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST3.2M shares4.36%2025-12-312026-02-11

DYNF BLACKROCK ETF TRUST2.0M shares4.03%2025-12-312026-02-11

IVE ISHARES TR525.3K shares42.16%2025-12-312026-02-11

SPTL SPDR SERIES TRUST3.8M shares-2.64%2025-12-312026-02-11

IVW ISHARES TR784.5K shares3.92%2025-12-312026-02-11

PYLD PIMCO ETF TR3.6M shares8.77%2025-12-312026-02-11

SPDW SPDR INDEX SHS FDS2.1M shares5.08%2025-12-312026-02-11

QUAL ISHARES TR452.6K shares-27.55%2025-12-312026-02-11

Sponsored

LDUR PIMCO ETF TR911.9K shares2.28%2025-12-312026-02-11

EFV ISHARES TR1.0M shares-9.91%2025-12-312026-02-11

XLG INVESCO EXCHANGE TRADED FD T1.2M shares5.27%2025-12-312026-02-11

PMBS PIMCO ETF TR1.3M shares-4.41%2025-12-312026-02-11

BAI BLACKROCK ETF TRUST1.5M shares9.07%2025-12-312026-02-11

DMBS DOUBLELINE ETF TRUST976.5K sharesnew addition2025-12-312026-02-11

MTUM ISHARES TR188.9K shares102.38%2025-12-312026-02-11

SCHM SCHWAB STRATEGIC TR1.6M shares5.87%2025-12-312026-02-11

Sponsored

SPEM SPDR INDEX SHS FDS970.9K shares30.45%2025-12-312026-02-11

THRO BLACKROCK ETF TRUST1.1M shares4.79%2025-12-312026-02-11

EMXC ISHARES INC561.7K shares3.45%2025-12-312026-02-11

CLOA BLACKROCK ETF TRUST II741.5K shares11.00%2025-12-312026-02-11

BOND PIMCO ETF TR410.7K sharesnew addition2025-12-312026-02-11

ALPHABET INC ALPHABET INC105.4K shares-3.20%2025-12-312026-02-11

ISHARES GOLD TR ISHARES GOLD TR378.5K shares-1.46%2025-12-312026-02-11

LLY ELI LILLY & CO23.6K shares-3.22%2025-12-312026-02-11

Sponsored

SHLD GLOBAL X FDS374.8K shares5.21%2025-12-312026-02-11

FSMD FIDELITY COVINGTON TRUST545.5K shares6.87%2025-12-312026-02-11

AMZN AMAZON COM INC98.5K shares-0.68%2025-12-312026-02-11

NVDA NVIDIA CORPORATION119.7K shares7.63%2025-12-312026-02-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T115.6K shares-2.86%2025-12-312026-02-11

MSFT MICROSOFT CORP45.6K shares10.50%2025-12-312026-02-11

MBB ISHARES TR218.2K shares3.34%2025-12-312026-02-11

V VISA INC56.0K shares-2.07%2025-12-312026-02-11

Sponsored

ASML ASML HOLDING N V16.5K shares-15.21%2025-12-312026-02-11

INTU INTUIT24.8K shares-1.87%2025-12-312026-02-11

SIVR ABRDN SILVER ETF TRUST242.2K shares13.60%2025-12-312026-02-11

AAPL APPLE INC58.9K shares-1.66%2025-12-312026-02-11

ABT ABBOTT LABS126.9K shares-0.72%2025-12-312026-02-11

SPGI S&P GLOBAL INC29.3K shares17.54%2025-12-312026-02-11

SCHW SCHWAB CHARLES CORP151.8K shares-2.17%2025-12-312026-02-11

PANW PALO ALTO NETWORKS INC80.5K shares-0.46%2025-12-312026-02-11

Sponsored

BINC BLACKROCK ETF TRUST II275.9K shares1.31%2025-12-312026-02-11

SYK STRYKER CORPORATION38.6K shares-5.97%2025-12-312026-02-11

KO COCA COLA CO187.7K shares-51.33%2025-12-312026-02-11

ARISTA NETWORKS INC ARISTA NETWORKS INC100.0K shares21.04%2025-12-312026-02-11

ICE INTERCONTINENTAL EXCHANGE IN78.5K shares-2.43%2025-12-312026-02-11

UBER UBER TECHNOLOGIES INC151.5K shares-0.73%2025-12-312026-02-11

LOW LOWES COS INC49.5K shares-3.78%2025-12-312026-02-11

NOW SERVICENOW INC76.7K shares484.71%2025-12-312026-02-11

Sponsored

MNST MONSTER BEVERAGE CORP NEW151.6K shares-41.80%2025-12-312026-02-11

EW EDWARDS LIFESCIENCES CORP133.4K shares-1.61%2025-12-312026-02-11

TTWO TAKE-TWO INTERACTIVE SOFTWAR43.0K shares-4.18%2025-12-312026-02-11

JBHT HUNT J B TRANS SVCS INC55.0K shares-6.45%2025-12-312026-02-11

NFLX NETFLIX INC107.3K shares891.79%2025-12-312026-02-11

EMB ISHARES TR89.4K shares1.34%2025-12-312026-02-11

IEFA ISHARES TR92.3K shares-0.57%2025-12-312026-02-11

ADBE ADOBE INC22.7K shares-10.24%2025-12-312026-02-11

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND27.7K shares-5.28%2025-12-312026-02-11

VUG VANGUARD INDEX FDS14.2K shares2.99%2025-12-312026-02-11

APH AMPHENOL CORP NEW50.1K shares1611.31%2025-12-312026-02-11

WTAI WISDOMTREE TR191.5K shares-3.48%2025-12-312026-02-11

GSY INVESCO ACTIVELY MANAGED EXC103.3K shares-4.17%2025-12-312026-02-11

MINT PIMCO ETF TR51.5K shares-4.06%2025-12-312026-02-11

SPTM SPDR SERIES TRUST62.5K shares0.00%2025-12-312026-02-11

JPST J P MORGAN EXCHANGE TRADED F101.8K shares-3.76%2025-12-312026-02-11

Sponsored

FLOT ISHARES TR101.2K shares-7.51%2025-12-312026-02-11

WDAY WORKDAY INC23.5K shares-17.78%2025-12-312026-02-11

CHD CHURCH & DWIGHT CO INC58.6K shares566.08%2025-12-312026-02-11

ALC ALCON AG62.3K shares344.82%2025-12-312026-02-11

ICSH ISHARES TR93.3K shares-4.13%2025-12-312026-02-11

AQLT ISHARES TR143.2K shares2.15%2025-12-312026-02-11

SPY SPDR S&P 500 ETF TR5.7K shares556.13%2025-12-312026-02-11

KBWB INVESCO EXCH TRADED FD TR II38.0K shares5.53%2025-12-312026-02-11

Sponsored

FLIN FRANKLIN TEMPLETON ETF TR82.6K shares-3.39%2025-12-312026-02-11

GVI ISHARES TR28.8K shares-0.93%2025-12-312026-02-11

OMFL INVESCO EXCH TRD SLF IDX FD49.3K shares0.97%2025-12-312026-02-11

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares6.20%2025-12-312026-02-11

IWD ISHARES TR11.2K shares0.00%2025-12-312026-02-11

EWG ISHARES INC40.0K shares-1.81%2025-12-312026-02-11

VRT VERTIV HOLDINGS CO9.5K sharesnew addition2025-12-312026-02-11

RJF RAYMOND JAMES FINL INC9.3K shares-7.42%2025-12-312026-02-11

Sponsored

IEMG ISHARES INC20.8K shares-0.03%2025-12-312026-02-11

META META PLATFORMS INC2.0K shares1.79%2025-12-312026-02-11

ALPHABET INC ALPHABET INC4.2K shares1.07%2025-12-312026-02-11

SCHG SCHWAB STRATEGIC TR39.9K shares-0.78%2025-12-312026-02-11

TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.7K shares-19.74%2025-12-312026-02-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC15.1K shares-6.81%2025-12-312026-02-11

COST COSTCO WHSL CORP NEW1.5K shares0.54%2025-12-312026-02-11

SCHV SCHWAB STRATEGIC TR42.2K shares-0.70%2025-12-312026-02-11

Sponsored

IVV ISHARES TR1.8K shares0.00%2025-12-312026-02-11

GMED GLOBUS MED INC13.8K shares-7.09%2025-12-312026-02-11

EFA ISHARES TR12.3K shares0.00%2025-12-312026-02-11

AGG ISHARES TR11.8K shares-46.11%2025-12-312026-02-11

GLW CORNING INC13.2K shares-43.20%2025-12-312026-02-11

HD HOME DEPOT INC3.3K shares-0.15%2025-12-312026-02-11

EFG ISHARES TR9.8K shares-11.09%2025-12-312026-02-11

AME AMETEK INC5.4K shares-7.59%2025-12-312026-02-11

Sponsored

TRU TRANSUNION12.5K shares-7.04%2025-12-312026-02-11

CORPAY INC CORPAY INC3.4K shares-6.90%2025-12-312026-02-11

TJX TJX COS INC NEW6.4K shares0.35%2025-12-312026-02-11

BR BROADRIDGE FINL SOLUTIONS IN4.4K shares-8.12%2025-12-312026-02-11

PINS PINTEREST INC37.6K shares-12.42%2025-12-312026-02-11

LH LABCORP HOLDINGS INC3.9K shares-7.03%2025-12-312026-02-11

APTIV PLC APTIV PLC12.5K shares-7.10%2025-12-312026-02-11

TER TERADYNE INC4.9K shares-30.55%2025-12-312026-02-11

Sponsored

BIRK BIRKENSTOCK HOLDING PLC22.9K shares84.26%2025-12-312026-02-11

CPRT COPART INC23.2K shares13.80%2025-12-312026-02-11

ABBV ABBVIE INC3.7K shares-0.53%2025-12-312026-02-11

DGRO ISHARES TR11.6K shares-0.62%2025-12-312026-02-11

DXCM DEXCOM INC12.1K sharesnew addition2025-12-312026-02-11

ATLASSIAN CORPORATION ATLASSIAN CORPORATION4.9K shares-5.39%2025-12-312026-02-11

TFC TRUIST FINL CORP14.9K shares1.37%2025-12-312026-02-11

DASH DOORDASH INC3.1K shares-44.51%2025-12-312026-02-11

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR1.1K sharesnew addition2025-12-312026-02-11

ORCL ORACLE CORP3.4K shares0.42%2025-12-312026-02-11

STERIS PLC STERIS PLC2.5K sharesnew addition2025-12-312026-02-11

ALPS ETF TR ALPS ETF TR12.2K shares5.74%2025-12-312026-02-11

MUB ISHARES TR5.3K shares-42.17%2025-12-312026-02-11

CENCORA INC CENCORA INC1.6K shares0.12%2025-12-312026-02-11

JNJ JOHNSON & JOHNSON2.6K shares0.97%2025-12-312026-02-11

EEFT EURONET WORLDWIDE INC7.1K shares-26.08%2025-12-312026-02-11

Sponsored

TFLO ISHARES TR10.7K shares-3.41%2025-12-312026-02-11

IWS ISHARES TR3.7K shares0.00%2025-12-312026-02-11

CSCO CISCO SYS INC6.6K shares1.17%2025-12-312026-02-11

PG PROCTER AND GAMBLE CO3.5K shares-0.11%2025-12-312026-02-11

XOM EXXON MOBIL CORP4.1K shares2.03%2025-12-312026-02-11

PEP PEPSICO INC3.2K shares-0.38%2025-12-312026-02-11

QCOM QUALCOMM INC2.5K shares0.87%2025-12-312026-02-11

MCD MCDONALDS CORP1.4K shares0.51%2025-12-312026-02-11

Sponsored

MTBA SIMPLIFY EXCHANGE TRADED FUN8.3K shares-3.95%2025-12-312026-02-11

EA ELECTRONIC ARTS INC1.9K shares0.05%2025-12-312026-02-11

VTV VANGUARD INDEX FDS2.0K shares0.00%2025-12-312026-02-11

GPN GLOBAL PMTS INC5.0K shares-35.90%2025-12-312026-02-11

WMT WALMART INC3.4K shares2.54%2025-12-312026-02-11

BNDX VANGUARD CHARLOTTE FDS7.0K shares-6.81%2025-12-312026-02-11

LONZ PIMCO ETF TR6.1K shares-99.30%2025-12-312026-02-11

CARY ANGEL OAK FUNDS TRUST13.6K shares-99.36%2025-12-312026-02-11

Sponsored

VBR VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-02-11

IYW ISHARES TR1.4K shares-22.16%2025-12-312026-02-11

VV VANGUARD INDEX FDS789 shares-28.14%2025-12-312026-02-11

VONV VANGUARD SCOTTSDALE FDS2.5K shares-7.08%2025-12-312026-02-11

MDLZ MONDELEZ INTL INC4.1K shares1.82%2025-12-312026-02-11

CL COLGATE PALMOLIVE CO2.6K shares2.38%2025-12-312026-02-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available