Sponsored

The Analysis of Advocacy Wealth Management, LLC's Holdings & P&L

Currently, Advocacy Wealth Management, LLC holds 143 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in SPYM (+733.1K shares, valued at $56.1M), BNDX (+440.6K shares, valued at $21.2M), IUSB (+405.9K shares, valued at $18.7M); decreased their positions in EFV (-1.0M shares, valued at $75.0M), XLG (-1.1M shares, valued at $62.1M), DYNF (-484.7K shares, valued at $28.2M); initiated new positions in IUSB (+405.9K shares, valued at $18.7M), SPUS (+74.6K shares, valued at $3.6M), SPWO (+76.8K shares, valued at $2.2M).

1M P&L

+88.2M+3.81%

3M P&L

+75.7M+3.25%

HY P&L

+148.2M+6.57%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.9B

81.9%

2Software - Application53.5M

2.4%

3Medical Devices42.8M

1.9%

Top Industries by Stock Count

1N/A65 stocks

51.2%

2Medical Devices5 stocks

3.9%

3Software - Application5 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST4.0M shares22.56%2026-03-312026-05-12

IVE ISHARES TR510.6K shares-2.80%2026-03-312026-05-12

SPTL SPDR SERIES TRUST4.0M shares3.95%2026-03-312026-05-12

LDUR PIMCO ETF TR1.1M shares18.52%2026-03-312026-05-12

PYLD PIMCO ETF TR3.9M shares9.29%2026-03-312026-05-12

SPDW SPDR INDEX SHS FDS2.1M shares-1.10%2026-03-312026-05-12

IVW ISHARES TR828.7K shares5.64%2026-03-312026-05-12

DYNF BLACKROCK ETF TRUST1.5M shares-24.42%2026-03-312026-05-12

Sponsored

QUAL ISHARES TR402.2K shares-11.14%2026-03-312026-05-12

CLOA BLACKROCK ETF TRUST II1.1M shares42.12%2026-03-312026-05-12

BAI BLACKROCK ETF TRUST1.6M shares6.40%2026-03-312026-05-12

PMBS PIMCO ETF TR1.1M shares-17.24%2026-03-312026-05-12

DMBS DOUBLELINE ETF TRUST1.0M shares7.28%2026-03-312026-05-12

BOND PIMCO ETF TR545.7K shares32.88%2026-03-312026-05-12

SCHM SCHWAB STRATEGIC TR1.6M shares1.40%2026-03-312026-05-12

SPEM SPDR INDEX SHS FDS1.0M shares6.46%2026-03-312026-05-12

Sponsored

MTUM ISHARES TR201.4K shares6.66%2026-03-312026-05-12

THRO BLACKROCK ETF TRUST1.2M shares6.72%2026-03-312026-05-12

EMXC ISHARES INC516.6K shares-8.03%2026-03-312026-05-12

SHLD GLOBAL X FDS469.6K shares25.31%2026-03-312026-05-12

FSMD FIDELITY COVINGTON TRUST569.0K shares4.31%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T123.3K shares6.71%2026-03-312026-05-12

ALPHABET INC ALPHABET INC81.4K shares-22.76%2026-03-312026-05-12

MBB ISHARES TR228.9K shares4.93%2026-03-312026-05-12

Sponsored

BNDX VANGUARD CHARLOTTE FDS447.6K shares6311.12%2026-03-312026-05-12

NVDA NVIDIA CORPORATION118.3K shares-1.14%2026-03-312026-05-12

AMZN AMAZON COM INC98.5K shares0.01%2026-03-312026-05-12

LLY ELI LILLY & CO22.1K shares-6.60%2026-03-312026-05-12

MSFT MICROSOFT CORP51.0K shares11.94%2026-03-312026-05-12

IUSB ISHARES TR405.9K sharesnew addition2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR185.4K shares-51.03%2026-03-312026-05-12

V VISA INC53.7K shares-4.11%2026-03-312026-05-12

Sponsored

INTU INTUIT35.5K shares43.29%2026-03-312026-05-12

NFLX NETFLIX INC.159.4K shares48.61%2026-03-312026-05-12

SPGI S&P GLOBAL INC35.0K shares19.51%2026-03-312026-05-12

AAPL APPLE INC58.5K shares-0.66%2026-03-312026-05-12

KO COCA COLA CO188.3K shares0.35%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP152.2K shares0.29%2026-03-312026-05-12

EW EDWARDS LIFESCIENCES CORP178.2K shares33.55%2026-03-312026-05-12

VRT VERTIV HOLDINGS CO56.5K shares497.78%2026-03-312026-05-12

Sponsored

UBER UBER TECHNOLOGIES INC187.3K shares23.65%2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC107.2K shares7.21%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC82.0K shares1.79%2026-03-312026-05-12

SYK STRYKER CORPORATION39.1K shares1.32%2026-03-312026-05-12

NOW SERVICENOW INC122.7K shares59.98%2026-03-312026-05-12

ABT ABBOTT LABORATORIES124.0K shares-2.29%2026-03-312026-05-12

ICE INTERCONTINENTAL EXCHANGE IN76.9K shares-1.96%2026-03-312026-05-12

LOW LOWES COS INC49.0K shares-0.93%2026-03-312026-05-12

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWAR58.3K shares35.57%2026-03-312026-05-12

ASML ASML HLDG NV8.6K shares-47.79%2026-03-312026-05-12

APH AMPHENOL CORP74.4K shares48.50%2026-03-312026-05-12

IEFA ISHARES TR93.1K shares0.88%2026-03-312026-05-12

WTAI WISDOMTREE TR227.1K shares18.56%2026-03-312026-05-12

FLOT ISHARES TR113.5K shares12.19%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND27.7K shares0.14%2026-03-312026-05-12

VTV VANGUARD INDEX FDS27.9K shares1266.36%2026-03-312026-05-12

Sponsored

CHD CHURCH & DWIGHT CO INC58.7K shares0.06%2026-03-312026-05-12

GSY INVESCO ACTIVELY MANAGED EXC108.8K shares5.38%2026-03-312026-05-12

JPST J P MORGAN EXCHANGE TRADED F107.7K shares5.85%2026-03-312026-05-12

MINT PIMCO ETF TR54.1K shares5.19%2026-03-312026-05-12

ADBE ADOBE INC21.5K shares-5.33%2026-03-312026-05-12

ICSH ISHARES TR98.7K shares5.72%2026-03-312026-05-12

SPTM SPDR SERIES TRUST62.5K shares-0.03%2026-03-312026-05-12

ALC ALCON AG62.3K shares-0.01%2026-03-312026-05-12

Sponsored

AQLT ISHARES TR143.2K shares0.00%2026-03-312026-05-12

SPUS TIDAL TRUST I74.6K sharesnew addition2026-03-312026-05-12

FLIN FRANKLIN TEMPLETON ETF TR99.2K shares20.13%2026-03-312026-05-12

KBWB INVESCO EXCH TRADED FD TR II38.9K shares2.35%2026-03-312026-05-12

OMFL INVESCO EXCH TRD SLF IDX FD49.3K shares0.00%2026-03-312026-05-12

GVI ISHARES TR26.6K shares-7.93%2026-03-312026-05-12

IWD ISHARES TR11.2K shares0.00%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS3.7K shares-5.86%2026-03-312026-05-12

Sponsored

SPWO SP FUNDS TRUST76.8K sharesnew addition2026-03-312026-05-12

SPSK TIDAL TRUST I118.9K sharesnew addition2026-03-312026-05-12

EWG ISHARES INC45.8K shares14.42%2026-03-312026-05-12

META META PLATFORMS INC3.1K shares58.21%2026-03-312026-05-12

JBHT HUNT J B TRANS SVCS INC7.5K shares-86.34%2026-03-312026-05-12

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC15.1K shares0.03%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION1.5K shares0.41%2026-03-312026-05-12

IEMG ISHARES INC20.8K shares0.00%2026-03-312026-05-12

Sponsored

VUG VANGUARD INDEX FDS3.2K shares-77.61%2026-03-312026-05-12

RJF RAYMOND JAMES FINL INC9.3K shares-0.13%2026-03-312026-05-12

MNST MONSTER BEVERAGE CORP NEW17.5K shares-88.45%2026-03-312026-05-12

EFA ISHARES TR12.3K shares0.00%2026-03-312026-05-12

EFV ISHARES TR16.1K shares-98.43%2026-03-312026-05-12

IVV ISHARES TR1.8K shares1.17%2026-03-312026-05-12

TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.7K shares-0.04%2026-03-312026-05-12

GMED GLOBUS MED INC13.8K shares0.00%2026-03-312026-05-12

Sponsored

SCHV SCHWAB STRATEGIC TR39.0K shares-7.62%2026-03-312026-05-12

AGG ISHARES TR11.8K shares0.00%2026-03-312026-05-12

AME AMETEK INC5.4K shares0.19%2026-03-312026-05-12

ALPHABET INC ALPHABET INC3.9K shares-7.51%2026-03-312026-05-12

HD HOME DEPOT INC3.2K shares-3.02%2026-03-312026-05-12

BIRK BIRKENSTOCK HOLDING PLC28.7K shares24.85%2026-03-312026-05-12

TJX TJX COS INC NEW6.4K shares-0.08%2026-03-312026-05-12

LH LABCORP HOLDINGS INC3.8K shares-1.68%2026-03-312026-05-12

Sponsored

GLW CORNING INC7.3K shares-44.40%2026-03-312026-05-12

CORPAY INC CORPAY INC3.4K shares-0.12%2026-03-312026-05-12

DXCM DEXCOM INC15.7K shares30.00%2026-03-312026-05-12

EFG ISHARES TR8.6K shares-12.30%2026-03-312026-05-12

ATLASSIAN CORPORATION ATLASSIAN CORPORATION14.0K shares184.39%2026-03-312026-05-12

BR BROADRIDGE FINL SOLUTIONS IN5.7K shares30.90%2026-03-312026-05-12

MSCI MSCI INC1.7K sharesnew addition2026-03-312026-05-12

BINC BLACKROCK ETF TRUST II16.9K shares-93.89%2026-03-312026-05-12

Sponsored

APTIV PLC APTIV PLC12.5K shares0.00%2026-03-312026-05-12

TRU TRANSUNION12.5K shares0.02%2026-03-312026-05-12

TER TERADYNE INC2.9K shares-40.96%2026-03-312026-05-12

XLG INVESCO EXCHANGE TRADED FD T14.9K shares-98.71%2026-03-312026-05-12

STERIS PLC STERIS PLC3.7K shares48.08%2026-03-312026-05-12

ABBV ABBVIE INC3.7K shares-1.50%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR27.1K shares-31.91%2026-03-312026-05-12

CPRT COPART INC23.3K shares0.25%2026-03-312026-05-12

Sponsored

DGRO ISHARES TR10.7K shares-7.79%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON2.9K shares10.77%2026-03-312026-05-12

TFC TRUIST FINL CORP14.7K shares-1.24%2026-03-312026-05-12

DASH DOORDASH INC4.4K shares43.61%2026-03-312026-05-12

EEFT EURONET WORLDWIDE INC9.2K shares29.55%2026-03-312026-05-12

ALPS ETF TR ALPS ETF TR11.5K shares-6.19%2026-03-312026-05-12

MUB ISHARES TR5.3K shares0.00%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T853 shares-84.95%2026-03-312026-05-12

Sponsored

CSCO CISCO SYS INC7.1K shares7.49%2026-03-312026-05-12

IWS ISHARES TR3.7K shares0.00%2026-03-312026-05-12

XOM EXXON MOBIL CORP3.1K shares-24.58%2026-03-312026-05-12

PG PROCTER & GAMBLE CO3.6K shares1.65%2026-03-312026-05-12

CENCORA INC CENCORA INC1.6K shares0.25%2026-03-312026-05-12

WMT WALMART INC4.0K shares18.31%2026-03-312026-05-12

GPN GLOBAL PMTS INC7.4K shares48.73%2026-03-312026-05-12

ORCL ORACLE CORP3.4K shares0.48%2026-03-312026-05-12

Sponsored

MCD MCDONALDS CORP1.6K shares15.25%2026-03-312026-05-12

TFLO ISHARES TR9.6K shares-9.84%2026-03-312026-05-12

PEP PEPSICO INC3.1K shares-3.53%2026-03-312026-05-12

EA ELECTRONIC ARTS INC1.9K shares0.31%2026-03-312026-05-12

MTBA SIMPLIFY EXCHANGE TRADED FUN7.6K shares-9.11%2026-03-312026-05-12

QCOM QUALCOMM INC2.5K shares0.12%2026-03-312026-05-12

CVX CHEVRON CORPORATION1.5K sharesnew addition2026-03-312026-05-12

VBR VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-12

Sponsored

JPM JPMORGAN CHASE & CO847 sharesnew addition2026-03-312026-05-12

VV VANGUARD INDEX FDS789 shares0.00%2026-03-312026-05-12

LONZ PIMCO ETF TR4.8K shares-22.24%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC4.0K shares-3.86%2026-03-312026-05-12

VONV VANGUARD SCOTTSDALE FDS2.4K shares-4.25%2026-03-312026-05-12

CL COLGATE PALMOLIVE CO2.6K shares-0.69%2026-03-312026-05-12

CARY ANGEL OAK FUNDS TRUST10.6K shares-22.04%2026-03-312026-05-12

SPYM

SPDR SERIES TRUST

22.56%

Shares4.0M

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

-2.80%

Shares510.6K

Event2026-03-31

Filed2026-05-12

SPTL

SPDR SERIES TRUST

3.95%

Shares4.0M

Event2026-03-31

Filed2026-05-12

LDUR

PIMCO ETF TR

18.52%

Shares1.1M

Event2026-03-31

Filed2026-05-12

PYLD

PIMCO ETF TR

9.29%

Shares3.9M

Event2026-03-31

Filed2026-05-12

SPDW

SPDR INDEX SHS FDS

-1.10%

Shares2.1M

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

5.64%

Shares828.7K

Event2026-03-31

Filed2026-05-12

DYNF

BLACKROCK ETF TRUST

-24.42%

Shares1.5M

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

-11.14%

Shares402.2K

Event2026-03-31

Filed2026-05-12

CLOA

BLACKROCK ETF TRUST II

42.12%

Shares1.1M

Event2026-03-31

Filed2026-05-12

BAI

BLACKROCK ETF TRUST

6.40%

Shares1.6M

Event2026-03-31

Filed2026-05-12

PMBS

PIMCO ETF TR

-17.24%

Shares1.1M

Event2026-03-31

Filed2026-05-12

DMBS

DOUBLELINE ETF TRUST

7.28%

Shares1.0M

Event2026-03-31

Filed2026-05-12

BOND

PIMCO ETF TR

32.88%

Shares545.7K

Event2026-03-31

Filed2026-05-12

SCHM

SCHWAB STRATEGIC TR

1.40%

Shares1.6M

Event2026-03-31

Filed2026-05-12

SPEM

SPDR INDEX SHS FDS

6.46%

Shares1.0M

Event2026-03-31

Filed2026-05-12

MTUM

ISHARES TR

6.66%

Shares201.4K

Event2026-03-31

Filed2026-05-12

THRO

BLACKROCK ETF TRUST

6.72%

Shares1.2M

Event2026-03-31

Filed2026-05-12

EMXC

ISHARES INC

-8.03%

Shares516.6K

Event2026-03-31

Filed2026-05-12

SHLD

GLOBAL X FDS

25.31%

Shares469.6K

Event2026-03-31

Filed2026-05-12

FSMD

FIDELITY COVINGTON TRUST

4.31%

Shares569.0K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

6.71%

Shares123.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-22.76%

Shares81.4K

Event2026-03-31

Filed2026-05-12

MBB

ISHARES TR

4.93%

Shares228.9K

Event2026-03-31

Filed2026-05-12

BNDX

VANGUARD CHARLOTTE FDS

6311.12%

Shares447.6K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-1.14%

Shares118.3K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

0.01%

Shares98.5K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-6.60%

Shares22.1K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

11.94%

Shares51.0K

Event2026-03-31

Filed2026-05-12

IUSB

ISHARES TR

New

Shares405.9K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

-51.03%

Shares185.4K

Event2026-03-31

Filed2026-05-12

VISA INC

-4.11%

Shares53.7K

Event2026-03-31

Filed2026-05-12

INTU

INTUIT

43.29%

Shares35.5K

Event2026-03-31

Filed2026-05-12

NFLX

NETFLIX INC.

48.61%

Shares159.4K

Event2026-03-31

Filed2026-05-12

SPGI

S&P GLOBAL INC

19.51%

Shares35.0K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-0.66%

Shares58.5K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

0.35%

Shares188.3K

Event2026-03-31

Filed2026-05-12

SCHW

SCHWAB CHARLES CORP

0.29%

Shares152.2K

Event2026-03-31

Filed2026-05-12

EDWARDS LIFESCIENCES CORP

33.55%

Shares178.2K

Event2026-03-31

Filed2026-05-12

VRT

VERTIV HOLDINGS CO

497.78%

Shares56.5K

Event2026-03-31

Filed2026-05-12

UBER

UBER TECHNOLOGIES INC

23.65%

Shares187.3K

Event2026-03-31

Filed2026-05-12

ARISTA NETWORKS INC

7.21%

Shares107.2K

Event2026-03-31

Filed2026-05-12

PANW

PALO ALTO NETWORKS INC

1.79%

Shares82.0K

Event2026-03-31

Filed2026-05-12

SYK

STRYKER CORPORATION

1.32%

Shares39.1K

Event2026-03-31

Filed2026-05-12

NOW

SERVICENOW INC

59.98%

Shares122.7K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

-2.29%

Shares124.0K

Event2026-03-31

Filed2026-05-12

ICE

INTERCONTINENTAL EXCHANGE IN

-1.96%

Shares76.9K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC

-0.93%

Shares49.0K

Event2026-03-31

Filed2026-05-12

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

35.57%

Shares58.3K

Event2026-03-31

Filed2026-05-12

ASML

ASML HLDG NV

-47.79%

Shares8.6K

Event2026-03-31

Filed2026-05-12

APH

AMPHENOL CORP

48.50%

Shares74.4K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

0.88%

Shares93.1K

Event2026-03-31

Filed2026-05-12

WTAI

WISDOMTREE TR

18.56%

Shares227.1K

Event2026-03-31

Filed2026-05-12

FLOT

ISHARES TR

12.19%

Shares113.5K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND

0.14%

Shares27.7K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

1266.36%

Shares27.9K

Event2026-03-31

Filed2026-05-12

CHD

CHURCH & DWIGHT CO INC

0.06%

Shares58.7K

Event2026-03-31

Filed2026-05-12

GSY

INVESCO ACTIVELY MANAGED EXC

5.38%

Shares108.8K

Event2026-03-31

Filed2026-05-12

JPST

J P MORGAN EXCHANGE TRADED F

5.85%

Shares107.7K

Event2026-03-31

Filed2026-05-12

MINT

PIMCO ETF TR

5.19%

Shares54.1K

Event2026-03-31

Filed2026-05-12

ADBE

ADOBE INC

-5.33%

Shares21.5K

Event2026-03-31

Filed2026-05-12

ICSH

ISHARES TR

5.72%

Shares98.7K

Event2026-03-31

Filed2026-05-12

SPTM

SPDR SERIES TRUST

-0.03%

Shares62.5K

Event2026-03-31

Filed2026-05-12

ALC

ALCON AG

-0.01%

Shares62.3K

Event2026-03-31

Filed2026-05-12

AQLT

ISHARES TR

0.00%

Shares143.2K

Event2026-03-31

Filed2026-05-12

SPUS

TIDAL TRUST I

New

Shares74.6K

Event2026-03-31

Filed2026-05-12

FLIN

FRANKLIN TEMPLETON ETF TR

20.13%

Shares99.2K

Event2026-03-31

Filed2026-05-12

KBWB

INVESCO EXCH TRADED FD TR II

2.35%

Shares38.9K

Event2026-03-31

Filed2026-05-12

OMFL

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares49.3K

Event2026-03-31

Filed2026-05-12

GVI

ISHARES TR

-7.93%

Shares26.6K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-5.86%

Shares3.7K

Event2026-03-31

Filed2026-05-12

SPWO

SP FUNDS TRUST

New

Shares76.8K

Event2026-03-31

Filed2026-05-12

SPSK

TIDAL TRUST I

New

Shares118.9K

Event2026-03-31

Filed2026-05-12

EWG

ISHARES INC

14.42%

Shares45.8K

Event2026-03-31

Filed2026-05-12