Top 50 Advocacy Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 13.48% | 3.98M | $304.8M | +22.56%(+733.09K) | $61.42(+43.35%) | 2026-03-31 | |
| IVE | ISHARES TR | 4.77% | 510.6K | $107.8M | -2.80%(-14.69K) | $194.01(+16.05%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 4.63% | 3.98M | $104.6M | +3.95%(+151.16K) | $27.38(-5.66%) | 2026-03-31 | |
| LDUR | PIMCO ETF TR | 4.58% | 1.08M | $103.6M | +18.52%(+168.91K) | $95.37(+0.09%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 4.55% | 3.92M | $102.8M | +9.29%(+333.38K) | $26.23(+0.36%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 4.19% | 2.08M | $94.8M | -1.10%(-23.06K) | $33.41(+50.36%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.15% | 828.7K | $93.7M | +5.64%(+44.23K) | $87.49(+58.76%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.86% | 1.50M | $87.3M | -24.42%(-484.67K) | $46.80(+43.55%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.41% | 402.2K | $77.1M | -11.14%(-50.43K) | $165.65(+28.21%) | 2026-03-31 | |
| CLOA | BLACKROCK ETF TRUST II | 2.42% | 1.05M | $54.6M | +42.12%(+312.31K) | $51.71(+0.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.87% | +32.63% |
| Top 20 Holdings Unweighted | +8.45% | +27.56% |
Sign up free to track Advocacy Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.