Advocacy Wealth Management Services, LLC

RIA/Wealth

Advocacy Wealth Management Services, LLC is a RIA/Wealth based in Atlanta, GA led by Thomas Marion Johnson, managing $2.2B across 139 long positions as of Q3 2025 with 73% ETF concentration.

CEOThomas Marion Johnson

Portfolio Value: $2.2B
Positions: 139
Top Holding: SPLG at 11.16%
Last Reported: Q3 2025

Address3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3280, United States

Top Holdings

Largest long holdings in Advocacy Wealth Management Services, LLC's portfolio (49.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$243.9M	11.16%	+$475.9K Bought	— 3.1M shares	Q4 2023 Held for 1y 11m
2 iShares MSCI USA Quality Factor QUAL	ETF ETF	$121.5M	5.56%	+$36.7M Bought	— 624.7K shares	Q4 2022 Held for 2y 11m
3 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$112.9M	5.17%	+$15.6M Bought	— 1.9M shares	Q1 2024 Held for 1y 8m
4 SPDR Portfolio Long Term Treasury SPTL	ETF ETF	$106.0M	4.85%	+$7.7M Bought	— 3.9M shares	Q4 2023 Held for 1y 11m
5 iShares S&P 500 Growth ETF IVW	ETF ETF	$91.1M	4.17%	+$736.5K Bought	— 754.9K shares	Q4 2023 Held for 1y 11m
6 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$88.6M	4.05%	+$2.0M Bought	— 3.3M shares	Q3 2024 Held for 1y 2m
7 LDUR PIMCO Enhanced Low Duration Active Fund LDUR	ETF ETF	$85.7M	3.92%	+$43.4M Bought	— 891.6K shares	Q3 2023 Held for 2y 2m
8 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$85.5M	3.91%	-$1.0M Sold	— 2.0M shares	Q4 2023 Held for 1y 11m
9 EFV iShares MSCI EAFE Value EFV	ETF ETF	$77.1M	3.53%	+$1.2M Bought	— 1.1M shares	Q4 2023 Held for 1y 11m
10 iShares S&P 500 Value IVE	ETF ETF	$76.3M	3.49%	+$5.0M Bought	— 369.5K shares	Q1 2024 Held for 1y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Advocacy Wealth Management Services, LLC's latest filing

See all changes

GthenC

Market Value

$2.2B

Prior: $1.5B

Q/Q Change

+41.74%

+$643.5M

Net Flows % of MV

+16.38%

Turnover Ratio

17.75%

New Purchases

42 stocks

$273.3M

Added To

34 stocks

+$230.5M

Sold Out Of

4 stocks

$36.6M

Reduced Holdings

19 stocks

-$109.3M

Increased Positions

Position	Shares Δ	Change
1 Global X Defense Tech SHLD	New	0 → 356.2K +$25.0M
2 ASML ASML ASML	New	0 → 19.5K +$18.8M
3 Monster Beverage MNST	New	0 → 260.4K +$17.5M
4 Intuit INTU	New	0 → 25.2K +$17.2M
5 Palo Alto Networks, Inc. PANW	New	0 → 80.9K +$16.7M

Decreased Positions

Position	Shares Δ	Change
1 US Treasury 5 Year Note ETF UFIV	Sold	382.1K → 0 −$18.8M
2 SPIB SPDR Portfolio Intermediate Term Corporate Bond SPIB	Sold	445.2K → 0 −$15.0M
3 Fidelity MSCI Consumer Discretionary Index ETF FDIS	Sold	28.0K → 0 −$2.6M
4 JPMorgan International Bond Opportunities JPIB	Sold	4.5K → 0 −$221.1K
5 iShares U.S. Technology IYW	-99.08%	192.0K → 1.8K −$37.3M