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Advocacy Wealth Management, LLC

Portfolio Manager
Advocacy Wealth Management, LLC
Performance
+1.56% (2025 Q4)
AUM (13F)
$2.26B
# of Holdings
143
Performance Rank
Allocation (Top 20)
70.94%

Advocacy Wealth Management, LLC Holdings Map

Top 50 Advocacy Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
13.48%3.98M$304.8M
+22.56%(+733.09K)
2025-Q1: 3.93M shares2025-Q2: 3.11M shares2025-Q3: 3.11M shares2025-Q4: 3.25M shares2026-Q1: 3.98M shares
$61.42(+43.35%)
2026-03-31
IVE
ISHARES TR
4.77%510.6K$107.8M
-2.80%(-14.69K)
2025-Q1: 284.3K shares2025-Q2: 345.5K shares2025-Q3: 369.5K shares2025-Q4: 525.3K shares2026-Q1: 510.6K shares
$194.01(+16.05%)
2026-03-31
SPTL
SPDR SERIES TRUST
4.63%3.98M$104.6M
+3.95%(+151.16K)
2025-Q1: 2.75M shares2025-Q2: 3.65M shares2025-Q3: 3.93M shares2025-Q4: 3.83M shares2026-Q1: 3.98M shares
$27.38(-5.66%)
2026-03-31
LDUR
PIMCO ETF TR
4.58%1.08M$103.6M
+18.52%(+168.91K)
2025-Q1: 409.7K shares2025-Q2: 440.0K shares2025-Q3: 891.6K shares2025-Q4: 911.9K shares2026-Q1: 1.08M shares
$95.37(+0.09%)
2026-03-31
PYLD
PIMCO ETF TR
4.55%3.92M$102.8M
+9.29%(+333.38K)
2025-Q1: 3.01M shares2025-Q2: 3.23M shares2025-Q3: 3.30M shares2025-Q4: 3.59M shares2026-Q1: 3.92M shares
$26.23(+0.36%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
4.19%2.08M$94.8M
-1.10%(-23.06K)
2025-Q1: 2.08M shares2025-Q2: 2.02M shares2025-Q3: 2.00M shares2025-Q4: 2.10M shares2026-Q1: 2.08M shares
$33.41(+50.36%)
2026-03-31
IVW
ISHARES TR
4.15%828.7K$93.7M
+5.64%(+44.23K)
2025-Q1: 805.0K shares2025-Q2: 748.8K shares2025-Q3: 754.9K shares2025-Q4: 784.5K shares2026-Q1: 828.7K shares
$87.49(+58.76%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
3.86%1.50M$87.3M
-24.42%(-484.67K)
2025-Q1: 1.63M shares2025-Q2: 1.64M shares2025-Q3: 1.91M shares2025-Q4: 1.98M shares2026-Q1: 1.50M shares
$46.80(+43.55%)
2026-03-31
QUAL
ISHARES TR
3.41%402.2K$77.1M
-11.14%(-50.43K)
2025-Q1: 413.9K shares2025-Q2: 435.8K shares2025-Q3: 624.7K shares2025-Q4: 452.6K shares2026-Q1: 402.2K shares
$165.65(+28.21%)
2026-03-31
CLOA
BLACKROCK ETF TRUST II
2.42%1.05M$54.6M
+42.12%(+312.31K)
2025-Q1: 488.7K shares2025-Q2: 526.2K shares2025-Q3: 668.0K shares2025-Q4: 741.5K shares2026-Q1: 1.05M shares
$51.71(+0.34%)
2026-03-31

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