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 $2.3B. In the most recent quarter, they have increased their positions in LDUR (+451.6K shares, valued at $43.4M), QUAL (+188.9K shares, valued at $36.7M), GOOGL (+108.9K shares, valued at $26.5M); decreased their positions in IYW (-190.2K shares, valued at $37.3M), EFG (-287.1K shares, valued at $32.7M), BINC (-285.7K shares, valued at $15.2M); initiated new positions in GOOGL (+108.9K shares, valued at $26.5M), KO (+385.6K shares, valued at $25.6M), SHLD (+356.2K shares, valued at $25.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST3.1M shares0.20%2025-09-302025-11-14
QUAL ISHARES TR624.7K shares43.34%2025-09-302025-11-14 DYNF BLACKROCK ETF TRUST1.9M shares15.98%2025-09-302025-11-14 SPTL SPDR SERIES TRUST3.9M shares7.79%2025-09-302025-11-14 IVW ISHARES TR754.9K shares0.81%2025-09-302025-11-14 PYLD PIMCO ETF TR3.3M shares2.32%2025-09-302025-11-14 LDUR PIMCO ETF TR891.6K shares102.63%2025-09-302025-11-14 SPDW SPDR INDEX SHS FDS2.0M shares-1.19%2025-09-302025-11-14 EFV ISHARES TR1.1M shares1.56%2025-09-302025-11-14 IVE ISHARES TR369.5K shares6.94%2025-09-302025-11-14 PMBS PIMCO ETF TR1.3M shares2.32%2025-09-302025-11-14 XLG INVESCO EXCHANGE TRADED FD T1.1M shares56.58%2025-09-302025-11-14 BAI BLACKROCK ETF TRUST1.4M shares103.49%2025-09-302025-11-14 LONZ PIMCO ETF TR872.1K shares3.88%2025-09-302025-11-14 CARY ANGEL OAK FUNDS TRUST2.1M shares3.27%2025-09-302025-11-14 SCHM SCHWAB STRATEGIC TR1.5M shares-1.12%2025-09-302025-11-14 THRO BLACKROCK ETF TRUST1.1M shares7.58%2025-09-302025-11-14 EMXC ISHARES INC543.0K shares-1.07%2025-09-302025-11-14 SPEM SPDR INDEX SHS FDS744.2K shares9.16%2025-09-302025-11-14 CLOA BLACKROCK ETF TRUST II668.0K shares26.95%2025-09-302025-11-14 IAU ISHARES GOLD TR384.1K shares8.09%2025-09-302025-11-14 GOOGL ALPHABET INC108.9K sharesnew addition2025-09-302025-11-14 KO COCA COLA CO385.6K sharesnew addition2025-09-302025-11-14 SHLD GLOBAL X FDS356.2K sharesnew addition2025-09-302025-11-14 MTUM ISHARES TR93.3K shares5.55%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T119.0K shares10.32%2025-09-302025-11-14 FSMD FIDELITY COVINGTON TRUST510.4K shares-25.69%2025-09-302025-11-14 AMZN AMAZON COM INC99.1K sharesnew addition2025-09-302025-11-14 MSFT MICROSOFT CORP41.2K shares9883.05%2025-09-302025-11-14 NVDA NVIDIA CORPORATION111.2K shares8440.48%2025-09-302025-11-14 MBB ISHARES TR211.1K shares5.37%2025-09-302025-11-14 V VISA INC57.2K sharesnew addition2025-09-302025-11-14 ASML ASML HOLDING N V19.5K sharesnew addition2025-09-302025-11-14 LLY ELI LILLY & CO24.4K sharesnew addition2025-09-302025-11-14 MNST MONSTER BEVERAGE CORP NEW260.4K sharesnew addition2025-09-302025-11-14 INTU INTUIT25.2K sharesnew addition2025-09-302025-11-14 ABT ABBOTT LABS127.8K sharesnew addition2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC80.9K sharesnew addition2025-09-302025-11-14 AAPL APPLE INC59.9K shares5970.01%2025-09-302025-11-14 SYK STRYKER CORPORATION41.0K sharesnew addition2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC152.6K sharesnew addition2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP155.1K sharesnew addition2025-09-302025-11-14 BINC BLACKROCK ETF TRUST II272.4K shares-51.20%2025-09-302025-11-14 ICE INTERCONTINENTAL EXCHANGE IN80.4K sharesnew addition2025-09-302025-11-14 NFLX NETFLIX INC10.8K sharesnew addition2025-09-302025-11-14 LOW LOWES COS INC51.4K sharesnew addition2025-09-302025-11-14 SPGI S&P GLOBAL INC24.9K sharesnew addition2025-09-302025-11-14 NOW SERVICENOW INC13.1K sharesnew addition2025-09-302025-11-14 ANET ARISTA NETWORKS INC82.6K sharesnew addition2025-09-302025-11-14 TTWO TAKE-TWO INTERACTIVE SOFTWAR44.9K sharesnew addition2025-09-302025-11-14 ZTS ZOETIS INC76.6K sharesnew addition2025-09-302025-11-14 EW EDWARDS LIFESCIENCES CORP135.6K sharesnew addition2025-09-302025-11-14 CMG CHIPOTLE MEXICAN GRILL INC267.6K sharesnew addition2025-09-302025-11-14 SIVR ABRDN SILVER ETF TRUST213.2K sharesnew addition2025-09-302025-11-14 ADBE ADOBE INC25.3K sharesnew addition2025-09-302025-11-14 EMB ISHARES TR88.3K shares6.00%2025-09-302025-11-14 IEFA ISHARES TR92.8K shares27.37%2025-09-302025-11-14 JBHT HUNT J B TRANS SVCS INC58.8K sharesnew addition2025-09-302025-11-14 ACN ACCENTURE PLC IRELAND29.2K sharesnew addition2025-09-302025-11-14 WDAY WORKDAY INC28.5K sharesnew addition2025-09-302025-11-14 VUG VANGUARD INDEX FDS13.8K shares18.67%2025-09-302025-11-14 WTAI WISDOMTREE TR198.4K sharesnew addition2025-09-302025-11-14 FLOT ISHARES TR109.4K shares-19.69%2025-09-302025-11-14 GSY INVESCO ACTIVELY MANAGED EXC107.8K shares-10.83%2025-09-302025-11-14 MINT PIMCO ETF TR53.6K shares-10.78%2025-09-302025-11-14 JPST J P MORGAN EXCHANGE TRADED F105.7K shares-10.86%2025-09-302025-11-14 SPTM SPDR SERIES TRUST62.5K shares0.00%2025-09-302025-11-14 ICSH ISHARES TR97.4K shares-11.52%2025-09-302025-11-14 AQLT ISHARES TR140.2K shares0.00%2025-09-302025-11-14 FLIN FRANKLIN TEMPLETON ETF TR85.5K shares29.55%2025-09-302025-11-14 GVI ISHARES TR29.1K sharesnew addition2025-09-302025-11-14 OMFL INVESCO EXCH TRD SLF IDX FD48.8K shares4.32%2025-09-302025-11-14 KBWB INVESCO EXCH TRADED FD TR II36.0K shares-6.65%2025-09-302025-11-14 IWD ISHARES TR11.2K sharesnew addition2025-09-302025-11-14 VOO VANGUARD INDEX FDS3.7K shares0.00%2025-09-302025-11-14 AGG ISHARES TR22.0K shares0.00%2025-09-302025-11-14 GLW CORNING INC23.2K sharesnew addition2025-09-302025-11-14 RJF RAYMOND JAMES FINL INC10.0K sharesnew addition2025-09-302025-11-14 EWG ISHARES INC40.8K shares9.38%2025-09-302025-11-14 VEEV VEEVA SYS INC5.3K sharesnew addition2025-09-302025-11-14 TEL TE CONNECTIVITY PLC7.1K sharesnew addition2025-09-302025-11-14 DASH DOORDASH INC5.5K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC2.0K sharesnew addition2025-09-302025-11-14 PINS PINTEREST INC43.0K sharesnew addition2025-09-302025-11-14 IEMG ISHARES INC20.8K sharesnew addition2025-09-302025-11-14 MRVL MARVELL TECHNOLOGY INC16.2K sharesnew addition2025-09-302025-11-14 COST COSTCO WHSL CORP NEW1.5K sharesnew addition2025-09-302025-11-14 HD HOME DEPOT INC3.3K sharesnew addition2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR40.2K sharesnew addition2025-09-302025-11-14 EFG ISHARES TR11.0K shares-96.30%2025-09-302025-11-14 SCHV SCHWAB STRATEGIC TR42.5K sharesnew addition2025-09-302025-11-14 IVV ISHARES TR1.8K shares-0.06%2025-09-302025-11-14 LH LABCORP HOLDINGS INC4.2K sharesnew addition2025-09-302025-11-14 APTV APTIV PLC13.4K sharesnew addition2025-09-302025-11-14 EFA ISHARES TR12.3K sharesnew addition2025-09-302025-11-14 BR BROADRIDGE FINL SOLUTIONS IN4.8K sharesnew addition2025-09-302025-11-14 TRU TRANSUNION13.4K sharesnew addition2025-09-302025-11-14 AME AMETEK INC5.8K sharesnew addition2025-09-302025-11-14 CPAY CORPAY INC3.7K sharesnew addition2025-09-302025-11-14 ALC ALCON AG14.0K sharesnew addition2025-09-302025-11-14 GOOG ALPHABET INC4.1K sharesnew addition2025-09-302025-11-14 MUB ISHARES TR9.2K shares24.74%2025-09-302025-11-14 TER TERADYNE INC7.0K sharesnew addition2025-09-302025-11-14 ORCL ORACLE CORP3.3K sharesnew addition2025-09-302025-11-14 TJX TJX COS INC NEW6.4K sharesnew addition2025-09-302025-11-14 CPRT COPART INC20.4K sharesnew addition2025-09-302025-11-14 PRMB PRIMO BRANDS CORPORATION41.3K sharesnew addition2025-09-302025-11-14 ABBV ABBVIE INC3.7K sharesnew addition2025-09-302025-11-14 GMED GLOBUS MED INC14.9K sharesnew addition2025-09-302025-11-14 EEFT EURONET WORLDWIDE INC9.6K sharesnew addition2025-09-302025-11-14 TEAM ATLASSIAN CORPORATION5.2K sharesnew addition2025-09-302025-11-14 DGRO ISHARES TR11.7K sharesnew addition2025-09-302025-11-14 CHD CHURCH & DWIGHT CO INC8.8K sharesnew addition2025-09-302025-11-14 TFC TRUIST FINL CORP14.7K sharesnew addition2025-09-302025-11-14 GPN GLOBAL PMTS INC7.7K sharesnew addition2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR864 shares1.41%2025-09-302025-11-14 BIRK BIRKENSTOCK HOLDING PLC12.5K sharesnew addition2025-09-302025-11-14 TFLO ISHARES TR11.0K shares-14.85%2025-09-302025-11-14 AMLP ALPS ETF TR11.6K shares8.39%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO3.5K sharesnew addition2025-09-302025-11-14 IWS ISHARES TR3.7K sharesnew addition2025-09-302025-11-14 COR CENCORA INC1.6K sharesnew addition2025-09-302025-11-14 JNJ JOHNSON & JOHNSON2.6K sharesnew addition2025-09-302025-11-14 XOM EXXON MOBIL CORP4.0K shares-6.78%2025-09-302025-11-14 CSCO CISCO SYS INC6.6K sharesnew addition2025-09-302025-11-14 PEP PEPSICO INC3.2K sharesnew addition2025-09-302025-11-14 MTBA SIMPLIFY EXCHANGE TRADED FUN8.7K shares-94.92%2025-09-302025-11-14 QCOM QUALCOMM INC2.5K sharesnew addition2025-09-302025-11-14 MCD MCDONALDS CORP1.4K sharesnew addition2025-09-302025-11-14 EA ELECTRONIC ARTS INC1.9K sharesnew addition2025-09-302025-11-14 VTV VANGUARD INDEX FDS2.0K shares-66.08%2025-09-302025-11-14 BNDX VANGUARD CHARLOTTE FDS7.5K shares6.24%2025-09-302025-11-14 XLI SELECT SECTOR SPDR TR2.4K sharesnew addition2025-09-302025-11-14 APH AMPHENOL CORP NEW2.9K sharesnew addition2025-09-302025-11-14 IYW ISHARES TR1.8K shares-99.08%2025-09-302025-11-14 WMT WALMART INC3.3K sharesnew addition2025-09-302025-11-14 VV VANGUARD INDEX FDS1.1K shares-79.15%2025-09-302025-11-14 VBR VANGUARD INDEX FDS1.3K sharesnew addition2025-09-302025-11-14 MDLZ MONDELEZ INTL INC4.1K sharesnew addition2025-09-302025-11-14 VONV VANGUARD SCOTTSDALE FDS2.7K shares0.00%2025-09-302025-11-14 USMV ISHARES TR2.5K shares0.00%2025-09-302025-11-14 CL COLGATE PALMOLIVE CO2.6K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available