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Advocacy Wealth Management, LLC

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13F filer, CIK 1569452, ATLANTA, GA

Advocacy Wealth Management, LLC reported $1,468,465,327 across 55 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-06. Its ten largest share positions make up 60.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-25-008546

Period
2025-03-31
Reported value
$1.47B
Holdings
55
Top 10 weight
60.42%
New
8
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PYLDadded+2,899,903$76.4M
PMBSnew+1,213,019$59.5M
FSMDnew+719,447$28.2M
CLOAnew+488,693$25.3M
IVEadded+109,204$20.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TFLOreduced-856,718-$43.4M
LDURreduced-408,951-$39.2M
SPYMreduced-362,593-$23.8M
VBexited-99,113-$23.8M
SPDWreduced-516,699-$18.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001062993-25-008546, largest first. % of portfolio is the value over $1,468,465,327, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,757,615 shares; 2024Q4: 4,294,685 shares; 2025Q1: 3,932,092 shares 3,932,092$259M17.61%-362,593Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,178 shares; 2024Q4: 111,317 shares; 2025Q1: 3,011,220 shares 3,011,220$79.3M5.4%+2,899,903Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214,782 shares; 2024Q4: 1,313,513 shares; 2025Q1: 1,625,495 shares 1,625,495$79.3M5.4%+311,982Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635,038 shares; 2024Q4: 2,595,044 shares; 2025Q1: 2,078,345 shares 2,078,345$75.7M5.15%-516,699Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471,891 shares; 2024Q4: 2,474,044 shares; 2025Q1: 2,747,114 shares 2,747,114$74.9M5.1%+273,070Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,907 shares; 2024Q4: 719,242 shares; 2025Q1: 805,022 shares 805,022$74.7M5.09%+85,780Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,660 shares; 2024Q4: 367,169 shares; 2025Q1: 413,856 shares 413,856$70.7M4.82%+46,687Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975,687 shares; 2024Q4: 1,067,982 shares; 2025Q1: 1,094,409 shares 1,094,409$60.3M4.11%+26,427Timeline
PMBSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,213,019 shares 1,213,019$59.5M4.05%newTimeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,683 shares; 2024Q4: 175,124 shares; 2025Q1: 284,328 shares 284,328$54.2M3.69%+109,204Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,778 shares; 2024Q4: 797,508 shares; 2025Q1: 707,027 shares 707,027$41.7M2.84%-90,481Timeline
LONZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,799 shares; 2024Q4: 729,403 shares; 2025Q1: 792,503 shares 792,503$39.9M2.72%+63,100Timeline
CARYANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,856,576 shares; 2024Q4: 1,803,975 shares; 2025Q1: 1,918,050 shares 1,918,050$39.8M2.71%+114,075Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,398 shares; 2024Q4: 1,668,642 shares; 2025Q1: 1,501,765 shares 1,501,765$39.3M2.68%-166,877Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,034 shares; 2024Q4: 818,639 shares; 2025Q1: 409,688 shares 409,688$39.3M2.68%-408,951Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,764 shares; 2024Q4: 458,465 shares; 2025Q1: 302,482 shares 302,482$30.2M2.06%-155,983Timeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 719,447 shares 719,447$28.2M1.92%newTimeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,549 shares; 2024Q4: 472,619 shares; 2025Q1: 533,858 shares 533,858$28M1.9%+61,239Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,586 shares; 2024Q4: 172,049 shares; 2025Q1: 192,302 shares 192,302$27M1.84%+20,253Timeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 488,693 shares 488,693$25.3M1.72%newTimeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,331 shares; 2025Q1: 123,017 shares 123,017$21.3M1.45%+104,686Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,102 shares; 2024Q4: 245,350 shares; 2025Q1: 204,426 shares 204,426$19.2M1.31%-40,924Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,942 shares; 2025Q1: 303,689 shares 303,689$17.9M1.22%+176,747Timeline
UFIVRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 362,060 shares; 2025Q1: 359,016 shares 359,016$17.5M1.19%-3,044Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,142 shares; 2025Q1: 83,664 shares 83,664$16.9M1.15%+10,522Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 456,158 shares 456,158$16.6M1.13%newTimeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 520,970 shares 520,970$16.5M1.12%newTimeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 348,638 shares 348,638$16M1.09%newTimeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 412,390 shares; 2025Q1: 418,336 shares 418,336$13.9M0.95%+5,946Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 154,903 shares; 2025Q1: 157,976 shares 157,976$7.92M0.54%+3,073Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,552 shares; 2024Q4: 76,144 shares; 2025Q1: 81,312 shares 81,312$7.37M0.5%+5,168Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,901 shares; 2024Q4: 11,949 shares; 2025Q1: 11,898 shares 11,898$6.11M0.42%-51Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,050 shares; 2024Q4: 100,099 shares; 2025Q1: 119,770 shares 119,770$6.11M0.42%+19,671Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,059 shares; 2024Q4: 15,961 shares; 2025Q1: 77,908 shares 77,908$5.89M0.4%+61,947Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,188 shares; 2024Q4: 91,485 shares; 2025Q1: 102,055 shares 102,055$5.17M0.35%+10,570Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,670 shares; 2024Q4: 90,942 shares; 2025Q1: 101,898 shares 101,898$5.16M0.35%+10,956Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,698 shares; 2024Q4: 45,774 shares; 2025Q1: 51,093 shares 51,093$5.14M0.35%+5,319Timeline
GSYINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,786 shares; 2024Q4: 91,922 shares; 2025Q1: 102,536 shares 102,536$5.14M0.35%+10,614Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,479 shares; 2024Q4: 14,337 shares; 2025Q1: 11,604 shares 11,604$4.3M0.29%-2,733Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,908 shares; 2024Q4: 62,908 shares; 2025Q1: 62,525 shares 62,525$4.25M0.29%-383Timeline
AQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,684 shares; 2025Q1: 130,684 shares 130,684$3.06M0.21%0Timeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,374 shares; 2025Q1: 46,531 shares 46,531$2.92M0.2%+40,157Timeline
FLINFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,571 shares; 2025Q1: 79,135 shares 79,135$2.92M0.2%+68,564Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,124 shares; 2025Q1: 34,164 shares 34,164$2.89M0.2%+30,040Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: 10,518 shares; 2025Q1: 10,454 shares 10,454$2.69M0.18%-64Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,803 shares; 2024Q4: 46,803 shares; 2025Q1: 46,803 shares 46,803$2.5M0.17%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,680 shares; 2024Q4: 24,616 shares; 2025Q1: 21,974 shares 21,974$2.17M0.15%-2,642Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,888 shares; 2025Q1: 1,862 shares 1,862$1.05M0.07%-26Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,020 shares 6,020$1.04M0.07%newTimeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 7,397 shares; 2025Q1: 7,397 shares 7,397$780K0.05%0Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,009 shares 11,009$572K0.04%newTimeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887,384 shares; 2024Q4: 867,331 shares; 2025Q1: 10,613 shares 10,613$538K0.04%-856,718Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 852 shares; 2025Q1: 852 shares 852$477K0.03%0Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,734 shares; 2024Q4: 3,157 shares; 2025Q1: 2,472 shares 2,472$232K0.02%-685Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,626 shares; 2024Q4: 3,404 shares; 2025Q1: 2,683 shares 2,683$221K0.02%-721Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VBVANGUARD INDEX FDS99,113$23.8Mshares
IFRAISHARES TR217,916$10.1Mshares
XOMEXXON MOBIL CORP3,989$429Kshares
HYDBISHARES TR7,041$331Kshares
DMBSDOUBLELINE ETF TRUST5,420$261Kshares
JPIBJ P MORGAN EXCHANGE TRADED F4,824$228Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001062993-25-008546 base2025-05-06acceptance time not in the bulk data set