HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPLG) |
5,324,315 | +3,341,587 | $327,605 |
| SPLG | 5,324,315 | +3,341,587 | $327,605 |
| SPDR INDEX SHS FDS (SPDW) |
2,570,825 | +326,573 | $92,138 |
| SPDW | 2,570,825 | +326,573 | $92,138 |
| ISHARES TR (QUAL) |
303,971 | +179,982 | $49,958 |
| QUAL | 303,971 | +179,982 | $49,958 |
| ISHARES INC (EMXC) |
863,081 | +267,961 | $49,688 |
| EMXC | 863,081 | +267,961 | $49,688 |
| SPDR SER TR (SPTL) |
1,774,833 | +399,025 | $49,589 |
| SPTL | 1,774,833 | +399,025 | $49,589 |
| ISHARES TR (FLOT) |
935,314 | -87,027 | $47,757 |
| FLOT | 935,314 | -87,027 | $47,757 |
| BLACKROCK ETF TRUST (DYNF) |
1,074,239 | +1,074,239 | $47,696 |
| DYNF | 1,074,239 | +1,074,239 | $47,696 |
| ISHARES TR (TFLO) |
938,753 | -281,313 | $47,585 |
| TFLO | 938,753 | -281,313 | $47,585 |
| ANGEL OAK FUNDS TRUST (CARY) |
1,871,709 | +1,871,709 | $38,445 |
| CARY | 1,871,709 | +1,871,709 | $38,445 |
| DOUBLELINE ETF TRUST (DMBS) |
788,808 | +788,808 | $38,410 |
| DMBS | 788,808 | +788,808 | $38,410 |
| ISHARES TR (IVW) |
449,485 | +328,258 | $37,955 |
| IVW | 449,485 | +328,258 | $37,955 |
| PIMCO ETF TR (LONZ) |
730,857 | +59,956 | $37,383 |
| LONZ | 730,857 | +59,956 | $37,383 |
| PIMCO ETF TR (LDUR) |
387,028 | +31,169 | $36,713 |
| LDUR | 387,028 | +31,169 | $36,713 |
| SCHWAB STRATEGIC TR |
403,274 | +46,158 | $32,839 |
| SCHM | 403,274 | +46,158 | $32,839 |
| ISHARES TR (IVE) |
138,800 | +138,800 | $25,929 |
| IVE | 138,800 | +138,800 | $25,929 |
| ISHARES TR (EFV) |
355,203 | -171,364 | $19,323 |
| EFV | 355,203 | -171,364 | $19,323 |
| ISHARES TR (IYW) |
140,908 | +27,477 | $19,031 |
| IYW | 140,908 | +27,477 | $19,031 |
| BLACKROCK ETF TRUST II (BINC) |
359,088 | +359,088 | $18,838 |
| BINC | 359,088 | +359,088 | $18,838 |
| ISHARES TR (MBB) |
194,484 | +54,640 | $17,974 |
| MBB | 194,484 | +54,640 | $17,974 |
| ISHARES TR (EFG) |
123,548 | -92,133 | $12,823 |
| EFG | 123,548 | -92,133 | $12,823 |
| ISHARES TR (HEFA) |
365,530 | +365,530 | $12,750 |
| HEFA | 365,530 | +365,530 | $12,750 |
| ISHARES TR (IXC) |
295,021 | +71,632 | $12,671 |
| IXC | 295,021 | +71,632 | $12,671 |
| ISHARES TR (IFRA) |
188,960 | -34,277 | $8,193 |
| IFRA | 188,960 | -34,277 | $8,193 |
| ISHARES TR (ICSH) |
132,954 | -19,482 | $6,722 |
| ICSH | 132,954 | -19,482 | $6,722 |
| PIMCO ETF TR (MINT) |
66,680 | -9,808 | $6,704 |
| MINT | 66,680 | -9,808 | $6,704 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
132,869 | -19,482 | $6,703 |
| JPST | 132,869 | -19,482 | $6,703 |
| INVESCO ACTIVELY MANAGED ETF (GSY) |
133,996 | -19,455 | $6,685 |
| GSY | 133,996 | -19,455 | $6,685 |
| ISHARES TR (EMB) |
63,079 | +15,105 | $5,656 |
| EMB | 63,079 | +15,105 | $5,656 |
| VANGUARD INDEX FDS (VUG) |
16,060 | +4,947 | $5,528 |
| VUG | 16,060 | +4,947 | $5,528 |
| VANGUARD INDEX FDS (VOO) |
11,496 | -219,930 | $5,526 |
| VOO | 11,496 | -219,930 | $5,526 |
| SPDR SER TR (SPSB) |
142,628 | -1,584,260 | $4,246 |
| SPSB | 142,628 | -1,584,260 | $4,246 |
| SPDR SER TR (SPTM) |
59,174 | +5,060 | $3,796 |
| SPTM | 59,174 | +5,060 | $3,796 |
| INVESCO EXCH TRD SLF IDX FD |
51,900 | +30,022 | $2,866 |
| OMFL | 51,900 | +30,022 | $2,866 |
| VANGUARD INDEX FDS (VV) |
11,695 | +11,695 | $2,804 |
| VV | 11,695 | +11,695 | $2,804 |
| SELECT SECTOR SPDR TR (XLV) |
18,705 | -75,623 | $2,763 |
| XLV | 18,705 | -75,623 | $2,763 |
| ISHARES TR (SHY) |
33,022 | -18,095 | $2,701 |
| SHY | 33,022 | -18,095 | $2,701 |
| FRANKLIN TEMPLETON ETF TR (FLEE) |
84,740 | -354,935 | $2,520 |
| FLEE | 84,740 | -354,935 | $2,520 |
| VANGUARD SCOTTSDALE FDS (VONV) |
26,855 | -113,775 | $2,112 |
| VONV | 26,855 | -113,775 | $2,112 |
| ISHARES TR (USMV) |
24,807 | -121,734 | $2,073 |
| USMV | 24,807 | -121,734 | $2,073 |
| ISHARES TR (DGRO) |
32,224 | -152,981 | $1,871 |
| DGRO | 32,224 | -152,981 | $1,871 |
| ISHARES TR (SLQD) |
29,045 | -976,375 | $1,430 |
| SLQD | 29,045 | -976,375 | $1,430 |
| LISTED FD TR |
43,731 | -2,304,696 | $1,367 |
| OVLH | 43,731 | -2,304,696 | $1,367 |
| FIDELITY COVINGTON TRUST |
27,055 | -106,973 | $1,287 |
| FSTA | 27,055 | -106,973 | $1,287 |
| ISHARES TR (IVV) |
2,277 | +61 | $1,197 |
| IVV | 2,277 | +61 | $1,197 |
| ISHARES TR (IQLT) |
24,440 | +556 | $969 |
| IQLT | 24,440 | +556 | $969 |
| SPDR S&P 500 ETF TR (SPY) |
1,659 | UNCH | $868 |
| SPY | 1,659 | UNCH | $868 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
4,163 | +4,163 | $705 |
| RSP | 4,163 | +4,163 | $705 |
| ISHARES TR (AGG) |
7,179 | +728 | $703 |
| AGG | 7,179 | +728 | $703 |
| SPDR INDEX SHS FDS (NANR) |
8,796 | -32,224 | $480 |
| NANR | 8,796 | -32,224 | $480 |
| ISHARES TR (OEF) |
1,596 | -40,705 | $395 |
| OEF | 1,596 | -40,705 | $395 |
See Full List: All Stocks Held By Advocacy Wealth Management Services LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Advocacy Wealth Management Services LLC
|
Size ($ in 1000's)
At 03/31/2024: $1,163,246 At 12/31/2023: $1,053,523 Advocacy Wealth Management Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Advocacy Wealth Management Services LLC 13F filings. Link to 13F filings: SEC filings |
