13F HOLDINGS REPORT
Advocacy Wealth Management Services, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001062993-25-002392
Total Value
$1.32B
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A854 | 4,294,685 | $296.1M | 22.51% |
| 2 | SPDR INDEX SHS FDS | 78463X889 | 2,595,044 | $88.6M | 6.73% |
| 3 | PIMCO ETF TR | 72201R718 | 818,639 | $77.8M | 5.91% |
| 4 | ISHARES TR | 464287309 | 719,242 | $73.0M | 5.55% |
| 5 | BLACKROCK ETF TRUST | BLK | 1,313,513 | $67.3M | 5.12% |
| 6 | ISHARES TR | 46432F339 | 367,169 | $65.4M | 4.97% |
| 7 | SPDR SER TR | 78464A664 | 2,474,044 | $64.8M | 4.93% |
| 8 | ISHARES INC | 46434G764 | 1,067,982 | $59.2M | 4.50% |
| 9 | SCHWAB STRATEGIC TR | 808524508 | 1,668,642 | $46.2M | 3.52% |
| 10 | ISHARES TR | 464288885 | 458,465 | $44.4M | 3.38% |
| 11 | ISHARES TR | 46434V860 | 867,331 | $43.8M | 3.33% |
| 12 | ISHARES TR | 464288877 | 797,508 | $41.8M | 3.18% |
| 13 | PIMCO ETF TR | 72201R627 | 729,403 | $37.3M | 2.83% |
| 14 | ANGEL OAK FUNDS TRUST | 03463K760 | 1,803,975 | $37.1M | 2.82% |
| 15 | ISHARES TR | 464287408 | 175,124 | $33.4M | 2.54% |
| 16 | ISHARES TR | 464287721 | 172,049 | $27.4M | 2.09% |
| 17 | BLACKROCK ETF TRUST II | BLK | 472,619 | $24.6M | 1.87% |
| 18 | VANGUARD INDEX FDS | 922908751 | 99,113 | $23.8M | 1.81% |
| 19 | ISHARES TR | 464288588 | 245,350 | $22.5M | 1.71% |
| 20 | RBB FD INC | 74933W510 | 362,060 | $17.3M | 1.32% |
| 21 | ISHARES TR | 46432F396 | 73,142 | $15.1M | 1.15% |
| 22 | SPDR SER TR | 78464A375 | 412,390 | $13.5M | 1.03% |
| 23 | ISHARES TR | 46435U713 | 217,916 | $10.1M | 0.77% |
| 24 | SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | 154,903 | $7.7M | 0.59% |
| 25 | ISHARES TR | 464288281 | 76,144 | $6.8M | 0.52% |
| 26 | VANGUARD INDEX FDS | 922908363 | 11,949 | $6.4M | 0.49% |
| 27 | ISHARES GOLD TR | IAU | 126,942 | $6.3M | 0.48% |
| 28 | VANGUARD INDEX FDS | 922908736 | 14,337 | $5.9M | 0.45% |
| 29 | ISHARES TR | 46429B655 | 100,099 | $5.1M | 0.39% |
| 30 | ISHARES TR | 46434V878 | 91,485 | $4.6M | 0.35% |
| 31 | INVESCO ACTIVELY MANAGED EXC | IVZ | 91,922 | $4.6M | 0.35% |
| 32 | PIMCO ETF TR | 72201R833 | 45,774 | $4.6M | 0.35% |
| 33 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 90,942 | $4.6M | 0.35% |
| 34 | SPDR SER TR | 78464A805 | 62,908 | $4.5M | 0.34% |
| 35 | INVESCO EXCHANGE TRADED FD T | IVZ | 18,331 | $3.2M | 0.24% |
| 36 | ISHARES TR | 46438G497 | 130,684 | $3.2M | 0.24% |
| 37 | PIMCO ETF TR | 72201R585 | 111,317 | $2.9M | 0.22% |
| 38 | VANGUARD INDEX FDS | 922908637 | 10,518 | $2.8M | 0.22% |
| 39 | INVESCO EXCH TRD SLF IDX FD | IVZ | 46,803 | $2.5M | 0.19% |
| 40 | ISHARES TR | 464287226 | 24,616 | $2.4M | 0.18% |
| 41 | ISHARES TR | 46432F842 | 15,961 | $1.1M | 0.09% |
| 42 | ISHARES TR | 464287200 | 1,888 | $1.1M | 0.08% |
| 43 | ISHARES TR | 464288414 | 7,397 | $788,150 | 0.06% |
| 44 | SPDR S&P 500 ETF TR | SPY | 852 | $499,340 | 0.04% |
| 45 | EXXON MOBIL CORP | XOM | 3,989 | $429,107 | 0.03% |
| 46 | INVESCO EXCH TRADED FD TR II | IVZ | 6,374 | $416,541 | 0.03% |
| 47 | FIDELITY COVINGTON TRUST | 316092204 | 4,124 | $401,925 | 0.03% |
| 48 | FRANKLIN TEMPLETON ETF TR | FGDL | 10,571 | $400,641 | 0.03% |
| 49 | ISHARES TR | 46435G250 | 7,041 | $330,997 | 0.03% |
| 50 | ISHARES TR | 46429B697 | 3,157 | $280,310 | 0.02% |
| 51 | VANGUARD SCOTTSDALE FDS | 92206C714 | 3,404 | $276,575 | 0.02% |
| 52 | DOUBLELINE ETF TRUST | 25861R402 | 5,420 | $260,702 | 0.02% |
| 53 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 4,824 | $227,982 | 0.02% |