Advocacy Wealth Management, LLC
CIK 1569452 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- SPYM10.52%
- VOO9.60%
- SPDW7.24%
- OVLH6.44%
- TFLO5.84%
- ITOT5.63%
- FLOT4.91%
- SPSB4.88%
- SLQD4.70%
- SPTL3.79%
Share classes counted separately63.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight increased · +7.89 pp1.71% → 9.60%Shares +192.33K (+491.97%)
- SLQDWeight decreased · -6.89 pp11.59% → 4.70%Shares -1.17M (-53.68%)
- XLVWeight decreased · -6.80 pp8.02% → 1.22%Shares -465.57K (-83.15%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $110.83M | 10.52% | 1.98M shares | Prior unavailable +1.98M | New | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $101.09M | 9.60% | 231.43K shares | 1.71% → 9.60%+7.89 pp +192.33K (+491.97%) | Added | ↗▾ |
| 03 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $76.33M | 7.24% | 2.24M shares | Prior unavailable +2.24M | New | ↗▾ |
| 04 | OVLHOVERLAY SHRS HDG LRG CAP EQYOVERLAY View history and evidence | $67.88M | 6.44% | 2.35M shares | 7.52% → 6.44%-1.08 pp -173.50K (-6.88%) | Reduced | ↗▾ |
| 05 | TFLOISHARES TREASURY FLOATING RATRS FLT RT BD View history and evidence | $61.58M | 5.84% | 1.22M shares | 6.99% → 5.84%-1.15 pp -18.09K (-1.46%) | Reduced | ↗▾ |
| 06 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $59.35M | 5.63% | 564.04K shares | Prior unavailable +564.04K | New | ↗▾ |
| 07 | FLOTISHARES FLOATING RATE BOND EFLTG RATE NT ETF View history and evidence | $51.75M | 4.91% | 1.02M shares | 7.00% → 4.91%-2.09 pp -213.40K (-17.27%) | Reduced | ↗▾ |
| 08 | SPSBSS SPDR P ST C CORP ETFPORTFOLIO SHORT View history and evidence | $51.43M | 4.88% | 1.73M shares | 11.61% → 4.88%-6.73 pp -1.83M (-51.49%) | Reduced | ↗▾ |
| 09 | SLQDISHARES 0-5 YR INV GRD CORP0-5YR INVT GR CP View history and evidence | $49.47M | 4.70% | 1.01M shares | 11.59% → 4.70%-6.89 pp -1.17M (-53.68%) | Reduced | ↗▾ |
| 10 | SPTLSS SPDR PF LNG TRM TSY E-USDPORTFOLIO LN TSR View history and evidence | $39.93M | 3.79% | 1.38M shares | Prior unavailable +1.38M | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EFAV ISHARES MSCI EAFE MIN VOL FA | Non-derivative | -11,040 | -$720.03K | SEC filing ↗ | SEC filing ↗ |
| RSP INVESCO S&P 500 EQUAL WEIGHT | Non-derivative | -1,428 | -$202.33K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1569452 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1053517888
}Research all 51 reported holdings.
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