Advocacy Wealth Management, LLC
CIK: 0001569452SEC EDGAR →
Portfolio Value
$2.4B
Holdings
142
As of
Q4 2025
New Positions
141
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 3,249,653 | $260.7M | 10.91% |
| 2 | BLACKROCK ETF TRUST | 1,984,442 | $120.7M | 5.05% |
| 3 | ISHARES TR | 525,282 | $111.4M | 4.66% |
| 4 | SPDR SERIES TRUST | 3,827,669 | $101.3M | 4.24% |
| 5 | ISHARES TR | 784,514 | $96.7M | 4.05% |
| 6 | PIMCO ETF TR | 3,589,907 | $95.8M | 4.01% |
| 7 | SPDR INDEX SHS FDS | 2,099,432 | $93.2M | 3.90% |
| 8 | ISHARES TR | 452,605 | $89.9M | 3.76% |
| 9 | PIMCO ETF TR | 911,899 | $87.5M | 3.66% |
| 10 | ISHARES TR | 1,024,723 | $73.2M | 3.06% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 70 | $1.9B | 77.8% |
| Technology | 25 | $199.7M | 8.4% |
| Unknown | 5 | $107.4M | 4.5% |
| Healthcare | 10 | $75.3M | 3.2% |
| Communication Services | 8 | $58.7M | 2.5% |
| Consumer Cyclical | 8 | $39.6M | 1.7% |
| Consumer Defensive | 9 | $32.7M | 1.4% |
| Industrials | 6 | $15.7M | 0.7% |
| Energy | 1 | $489K | 0.0% |