13F-HR filed by Advocacy Wealth Management, LLC
Advocacy Wealth Management, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 53 holding rows worth $1,315,251,924.
- Accession
- 0001062993-25-002392
- Filer
- CIK 1569452
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 53 entries on the cover page, a total value of $1,315,251,924 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,315,251,924 with VALUE read as dollars as filed, 13F file number 028-15180. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 4,294,685 | $296,075,552 | dollars as filed | |
| SPDW | 78463X889 | COM | 2,595,044 | $88,568,852 | dollars as filed | |
| PIMCO ETF TR | 72201R718 | ENHNCD LW DUR AC | 818,639 | $77,762,523 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 719,242 | $73,024,650 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 1,313,513 | $67,317,551 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 367,169 | $65,385,471 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 2,474,044 | $64,795,221 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 1,067,982 | $59,219,602 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 1,668,642 | $46,238,070 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 458,465 | $44,393,166 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 867,331 | $43,774,203 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 797,508 | $41,845,245 | dollars as filed | |
| PIMCO ETF TR | 72201R627 | SR LN ACTIVE ETF | 729,403 | $37,272,519 | dollars as filed | |
| ANGEL OAK FUNDS TRUST | 03463K760 | INCOME ETF | 1,803,975 | $37,143,849 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 175,124 | $33,427,686 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 172,049 | $27,445,258 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 472,619 | $24,585,640 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 99,113 | $23,814,882 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 245,350 | $22,493,688 | dollars as filed | |
| RBB FD INC | 74933W510 | US TREAS 5 YR NT | 362,060 | $17,311,328 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 73,142 | $15,134,543 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 412,390 | $13,509,904 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 217,916 | $10,087,342 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | MBS ETF | 154,903 | $7,697,133 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 76,144 | $6,779,862 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 11,949 | $6,438,333 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 126,942 | $6,284,898 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 14,337 | $5,884,478 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 100,099 | $5,093,056 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 91,485 | $4,613,612 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A887 | ULTRA SHRT DUR | 91,922 | $4,606,211 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 45,774 | $4,592,943 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 90,942 | $4,580,773 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 62,908 | $4,493,518 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 18,331 | $3,212,141 | dollars as filed | |
| ISHARES TR | 46438G497 | MSC GLO FAC ETF | 130,684 | $3,157,325 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 111,317 | $2,885,337 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 10,518 | $2,836,705 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J619 | RUSL 1000 DYNM | 46,803 | $2,538,127 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 24,616 | $2,385,290 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 15,961 | $1,121,739 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,888 | $1,111,428 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 7,397 | $788,150 | dollars as filed | |
| SPY | 78462F103 | SHS | 852 | $499,340 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,989 | $429,107 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E628 | KBW BK ETF | 6,374 | $416,541 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092204 | MSCI CONSM DIS | 4,124 | $401,925 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P769 | FRANKLIN INDIA | 10,571 | $400,641 | dollars as filed | |
| iShares High Yield Systematic Bond ETF | 46435G250 | SHS | 7,041 | $330,997 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 3,157 | $280,310 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 3,404 | $276,575 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R402 | MORTGAGE ETF | 5,420 | $260,702 | dollars as filed | |
| JPMORGAN INT BOND OPPORTUNITIE | 46641Q852 | INTL BD OPP ETF | 4,824 | $227,982 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001062993-25-002392 | this filing | 2025-02-14 | acceptance time not in the bulk data set |