Advocacy Wealth Management Services, LLC Portfolio Holdings
Q3 2025•139 long positions•$2.2B portfolio value
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Holding143 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $243.9M 11.16% | +$475.9K Bought | — 3.1M shares | 3.1M → 3.1M +$475.9K | +0.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $121.5M 5.56% | +$36.7M Bought | — 624.7K shares | 435.8K → 624.7K +$36.7M | +43.34% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $112.9M 5.17% | +$15.6M Bought | — 1.9M shares | 1.6M → 1.9M +$15.6M | +15.98% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $106.0M 4.85% | +$7.7M Bought | — 3.9M shares | 3.6M → 3.9M +$7.7M | +7.79% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $91.1M 4.17% | +$736.5K Bought | — 754.9K shares | 748.8K → 754.9K +$736.5K | +0.81% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $88.6M 4.05% | +$2.0M Bought | — 3.3M shares | 3.2M → 3.3M +$2.0M | +2.32% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $85.7M 3.92% | +$43.4M Bought | — 891.6K shares | 440.0K → 891.6K +$43.4M | +102.63% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $85.5M 3.91% | -$1.0M Sold | — 2.0M shares | 2.0M → 2.0M −$1.0M | -1.19% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $77.1M 3.53% | +$1.2M Bought | — 1.1M shares | 1.1M → 1.1M +$1.2M | +1.56% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $76.3M 3.49% | +$5.0M Bought | — 369.5K shares | 345.5K → 369.5K +$5.0M | +6.94% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $63.0M 2.88% | +$22.8M Bought | — 1.1M shares | 699.2K → 1.1M +$22.8M | +56.58% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $44.5M 2.04% | +$1.7M Bought | — 872.1K shares | 839.5K → 872.1K +$1.7M | +3.88% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $44.4M 2.03% | +$1.4M Bought | — 2.1M shares | 2.1M → 2.1M +$1.4M | +3.27% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $43.7M 2.0% | -$494.0K Sold | — 1.5M shares | 1.5M → 1.5M −$494.0K | -1.12% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $41.3M 1.89% | +$2.9M Bought | — 1.1M shares | 1.0M → 1.1M +$2.9M | +7.58% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $36.7M 1.68% | -$396.0K Sold | — 543.0K shares | 548.8K → 543.0K −$396.0K | -1.07% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $34.8M 1.59% | +$2.9M Bought | — 744.2K shares | 681.8K → 744.2K +$2.9M | +9.16% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $34.7M 1.59% | +$7.4M Bought | — 668.0K shares | 526.2K → 668.0K +$7.4M | +26.95% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $28.0M 1.28% | +$2.1M Bought | — 384.1K shares | 355.4K → 384.1K +$2.1M | +8.09% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $26.5M 1.21% | +$26.5M Bought | 0.001% 108.9K shares | — | — | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Beverages - Non-Alcoholic Consumer Defensive | $25.6M 1.17% | +$25.6M Bought | 0.009% 385.6K shares | — | — | $285.42B Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $25.0M 1.15% | +$25.0M New | — 356.2K shares | 0 → 356.2K +$25.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $23.9M 1.1% | +$1.3M Bought | — 93.3K shares | 88.4K → 93.3K +$1.3M | +5.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $22.6M 1.03% | +$2.1M Bought | — 119.0K shares | 107.8K → 119.0K +$2.1M | +10.32% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $22.5M 1.03% | -$7.8M Sold | — 510.4K shares | 686.8K → 510.4K −$7.8M | -25.69% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $21.8M 0.996% | +$21.8M Bought | 0.001% 99.1K shares | — | — | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $21.4M 0.977% | +$21.1M Bought | 0.001% 41.2K shares | 413.0 → 41.2K +$21.1M | +9,883.05% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $20.5M 0.939% | +$20.3M Bought | 0.0% 111.2K shares | 1.3K → 111.2K +$20.3M | +8,440.48% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $20.1M 0.919% | +$1.0M Bought | — 211.1K shares | 200.3K → 211.1K +$1.0M | +5.37% | — — | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $19.5M 0.893% | +$19.5M Bought | 0.003% 57.2K shares | — | — | $662.60B Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $18.8M 0.862% | +$18.8M New | — 19.5K shares | 0 → 19.5K +$18.8M | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $18.6M 0.852% | +$18.6M Bought | 0.003% 24.4K shares | — | — | $684.00B Mega Cap | Q3 2025 Held for 2 months | |
Beverages - Non-Alcoholic Consumer Defensive | $17.5M 0.802% | +$17.5M New | 0.027% 260.4K shares | 0 → 260.4K +$17.5M | New | $65.7B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $17.2M 0.789% | +$17.2M New | 0.009% 25.2K shares | 0 → 25.2K +$17.2M | New | $190.40B Large Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $17.1M 0.784% | +$17.1M Bought | 0.007% 127.8K shares | — | — | $233.12B Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $16.7M 0.765% | +$16.7M New | 0.012% 80.9K shares | 0 → 80.9K +$16.7M | New | $137.82B Large Cap | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $15.3M 0.698% | +$15.0M Bought | 0.0% 59.9K shares | 987.0 → 59.9K +$15.0M | +5,970.01% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $15.2M 0.694% | +$15.2M Bought | 0.011% 41.0K shares | — | — | $141.33B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $14.9M 0.684% | +$14.9M New | 0.007% 152.6K shares | 0 → 152.6K +$14.9M | New | $204.31B Mega Cap | Q3 2025 Held for 2 months | |
Financial - Capital Markets Financial Services | $14.8M 0.678% | +$14.8M New | 0.009% 155.1K shares | 0 → 155.1K +$14.8M | New | $173.30B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $14.5M 0.664% | -$15.2M Sold | — 272.4K shares | 558.1K → 272.4K −$15.2M | -51.2% | — — | Q1 2024 Held for 1y 8m | |
Financial - Data & Stock Exchanges Financial Services | $13.5M 0.62% | +$13.5M New | 0.014% 80.4K shares | 0 → 80.4K +$13.5M | New | $96.4B Large Cap | Q3 2025 Held for 2 months | |
Entertainment Communication Services | $13.0M 0.594% | +$13.0M Bought | 0.003% 10.8K shares | — | — | $509.45B Mega Cap | Q3 2025 Held for 2 months | |
Home Improvement Consumer Cyclical | $12.9M 0.592% | +$12.9M Bought | 0.009% 51.4K shares | — | — | $140.94B Large Cap | Q3 2025 Held for 2 months | |
Financial - Data & Stock Exchanges Financial Services | $12.1M 0.555% | +$12.1M New | 0.008% 24.9K shares | 0 → 24.9K +$12.1M | New | $148.59B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $12.1M 0.553% | +$12.1M New | 0.006% 13.1K shares | 0 → 13.1K +$12.1M | New | $190.98B Large Cap | Q3 2025 Held for 2 months | |
Computer Hardware Technology | $12.0M 0.551% | +$12.0M New | 0.007% 82.6K shares | 0 → 82.6K +$12.0M | New | $183.14B Large Cap | Q3 2025 Held for 2 months | |
Electronic Gaming & Multimedia Technology | $11.6M 0.531% | +$11.6M New | 0.024% 44.9K shares | 0 → 44.9K +$11.6M | New | $47.7B Large Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - Specialty & Generic Healthcare | $11.2M 0.513% | +$11.2M Bought | 0.017% 76.6K shares | 239.0 → 76.6K +$11.2M | +31,957.74% | $64.8B Large Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $10.5M 0.483% | +$10.5M New | 0.023% 135.6K shares | 0 → 135.6K +$10.5M | New | $45.7B Large Cap | Q3 2025 Held for 2 months |
