Notify me when Advocacy Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 142 | $2,389,887,607 | +$260,411,347 | -$202,938,237 | +$57,473,110 | SPYM, DYNF, IVE, SPTL, IVW | 13F-HR | 11 Feb 2026, 12:48 |
| Q3 2025 | 142 | $2,303,834,726 | +$732,129,956 | -$145,940,115 | +$586,189,841 | SPLG, QUAL, DYNF, SPTL, IVW | 13F-HR | 14 Nov 2025, 10:47 |
| Q2 2025 | 63 | $1,629,448,350 | +$188,712,061 | -$133,073,840 | +$55,638,221 | SPLG, SPTL, DYNF, PYLD, IVW | 13F-HR | 13 Aug 2025, 11:36 |
| Q1 2025 | 55 | $1,468,465,327 | +$359,545,895 | -$191,231,309 | +$168,314,586 | SPLG, PYLD, DYNF, SPDW, SPTL | 13F-HR | 06 May 2025, 09:25 |
| Q4 2024 | 53 | $1,315,251,924 | +$173,417,357 | -$87,686,508 | +$85,730,849 | SPLG, SPDW, LDUR, IVW, DYNF | 13F-HR | 14 Feb 2025, 09:35 |
| Q3 2024 | 50 | $1,274,003,007 | +$65,329,026 | -$57,538,424 | +$7,790,602 | SPLG, SPDW, LDUR, SPTL, IVW | 13F-HR | 31 Oct 2024, 13:25 |
| Q2 2024 | 51 | $1,212,001,869 | +$119,615,858 | -$90,046,596 | +$29,569,262 | SPLG, SPDW, LDUR, IVW, SPTL | 13F-HR | 10 Jul 2024, 14:10 |
| Q1 2024 | 54 | $1,163,247,540 | +$513,590,849 | -$453,609,007 | +$59,981,842 | SPLG, SPDW, QUAL, EMXC, SPTL | 13F-HR | 15 Apr 2024, 13:50 |
| Q4 2023 | 51 | $1,053,517,888 | +$580,526,786 | -$468,135,543 | +$112,391,243 | SPLG, VOO, SPDW, OVLH, TFLO | 13F-HR | 23 Jan 2024, 14:45 |
| Q3 2023 | 37 | $898,825,666 | +$69,960,631 | -$26,935,088 | +$43,025,543 | SPSB, SLQD, XLV, FLEE, OVLH | 13F-HR | 26 Oct 2023, 16:11 |
| Q2 2023 | 37 | $875,199,569 | +$39,567,939 | -$2,555,869 | +$37,012,070 | SPSB, SLQD, XLV, OVLH, FLEE | 13F-HR | 20 Jul 2023, 16:54 |
| Q1 2023 | 36 | $823,445,089 | +$269,084,129 | -$211,035,261 | +$58,048,868 | SPSB, SLQD, FLEE, XLV, OVLH | 13F-HR | 14 Apr 2023, 13:23 |
| Q4 2022 | 39 | $757,082,594 | +$117,318,585 | -$54,706,022 | +$62,612,563 | SLQD, SPSB, OVL, VOO, XLV | 13F-HR | 27 Jan 2023, 13:16 |
| Q3 2022 | 131 | $685,042,000 | +$78,711,904 | -$10,049,785 | +$68,662,119 | OVL, VOO, SPSB, SLQD, XLV | 13F-HR | 06 Oct 2022, 12:24 |
| Q2 2022 | 135 | $621,620,000 | +$259,370,117 | -$145,839,725 | +$113,530,392 | OVL, VOO, SLQD, SPSB, XLV | 13F-HR | 06 Jul 2022, 15:25 |
| Q1 2022 | 184 | $574,862,000 | +$157,453,163 | -$158,258,252 | -$805,089 | OVL, FLOT, VOO, OVB, XLV | 13F-HR | 04 Apr 2022, 13:46 |
| Q4 2021 | 180 | $597,997,000 | +$22,630,295 | -$4,394,382 | +$18,235,913 | FLOT, OVL, OVB, VOO, VGK | 13F-HR | 05 Jan 2022, 10:11 |
| Q3 2021 | 173 | $554,390,000 | +$23,793,077 | -$6,137,405 | +$17,655,672 | FLOT, OVL, OVB, VOO, VGK | 13F-HR | 05 Oct 2021, 14:33 |
| Q2 2021 | 189 | $540,366,000 | +$91,587,497 | -$70,265,705 | +$21,321,792 | FLOT, OVL, OVB, VOO, VGK | 13F-HR | 02 Jul 2021, 13:48 |
| Q1 2021 | 138 | $500,390,000 | +$211,012,006 | -$388,020,263 | -$177,008,257 | FLOT, OVL, OVB, VOO, IWS | 13F-HR | 05 Apr 2021, 11:37 |
| Q4 2020 | 139 | $668,448,000 | +$45,303,158 | -$30,201,071 | +$15,102,087 | AGG, OVB, USMV, OVL, FIXD | 13F-HR | 06 Jan 2021, 10:35 |
| Q3 2020 | 131 | $621,086,000 | +$174,507,568 | -$64,414,040 | +$110,093,528 | AGG, OVB, USMV, OVL, FIXD | 13F-HR | 02 Oct 2020, 11:55 |
| Q2 2020 | 126 | $493,899,000 | +$116,644,772 | -$117,484,055 | -$839,283 | AGG, OVB, USMV, OVL, OVM | 13F-HR | 02 Jul 2020, 13:52 |
| Q1 2020 | 114 | $451,914,000 | +$156,697,531 | -$12,084,322 | +$144,613,209 | OVB, AGG, USMV, OVL, SPSB | 13F-HR | 02 Apr 2020, 12:18 |
| Q4 2019 | 140 | $351,016,000 | +$268,417,038 | -$70,445,017 | +$197,972,021 | USMV, AGG, OVB, SPSB, HYLS | 13F-HR | 06 Jan 2020, 11:18 |
| Q3 2019 | 147 | $149,959,000 | +$15,029,582 | -$3,891,649 | +$11,137,933 | HYLS, REM, USMV, JPST, IEI | 13F-HR | 02 Oct 2019, 15:36 |
| Q2 2019 | 171 | $138,228,000 | +$48,187,136 | -$1,790,594 | +$46,396,542 | HYLS, REM, USMV, IEI, ETY | 13F-HR | 05 Jul 2019, 10:36 |
| Q1 2019 | 126 | $91,803,000 | +$18,691,520 | -$69,105,023 | -$50,413,503 | HYLS, REM, ETY, QDF, JPST | 13F-HR | 02 Apr 2019, 13:41 |
| Q4 2018 | 161 | $132,693,000 | +$1,773,294 | -$17,937,759 | -$16,164,465 | HYLS, REM, ETY, FIBR, LMBS | 13F-HR | 07 Jan 2019, 14:44 |
| Q3 2018 | 171 | $162,861,000 | +$8,007,798 | -$242,936 | +$7,764,862 | HYLS, ETY, REM, FIBR, LMBS | 13F-HR | 09 Oct 2018, 09:45 |
| Q2 2018 | 171 | $152,204,000 | +$8,074,445 | -$2,645,125 | +$5,429,320 | HYLS, ETY, REM, FIBR, LMBS | 13F-HR | 09 Jul 2018, 09:46 |
| Q1 2018 | 202 | $145,586,000 | +$22,259,469 | -$17,355,482 | +$4,903,987 | HYLS, ETY, REM, FIBR, LMBS | 13F-HR | 12 Apr 2018, 16:16 |
| Q4 2017 | 214 | $145,166,000 | +$30,793,969 | -$134,603,941 | -$103,809,972 | HYLS, ETY, REM, FIBR, LMBS | 13F-HR | 12 Jan 2018, 13:16 |
| Q3 2017 | 266 | $249,909,000 | +$79,800,448 | -$110,758,385 | -$30,957,937 | MINC, LMBS, HYLS, FIBR, REM | 13F-HR | 13 Oct 2017, 11:40 |
| Q2 2017 | 275 | $279,073,000 | +$35,178,581 | -$46,736,246 | -$11,557,665 | MINC, LMBS, HYLS, REM, ETY | 13F-HR | 18 Jul 2017, 14:11 |
| Q1 2017 | 303 | $286,846,000 | +$99,004,945 | -$84,005,932 | +$14,999,013 | MINC, LMBS, HYLS, SPSB, REM | 13F-HR | 24 Apr 2017, 12:37 |
| Q4 2016 | 307 | $255,521,000 | +$65,380,686 | -$57,441,111 | +$7,939,575 | AGG, SPIB, MINC, AMLP, DVY | 13F-HR | 27 Jan 2017, 10:19 |
| Q3 2016 | 365 | $258,139,000 | +$67,589,959 | -$10,363,540 | +$57,226,419 | AGG, IGIB, SPIB, MINC, AMLP | 13F-HR | 19 Oct 2016, 09:16 |
| Q2 2016 | 392 | $197,850,000 | +$67,746,409 | -$15,910,504 | +$51,835,905 | AGG, AMLP, IGIB, MINC, DVY | 13F-HR | 15 Jul 2016, 09:10 |
| Q1 2016 | 505 | $144,104,000 | +$82,632,361 | -$27,055,751 | +$55,576,610 | AMLP, EVV, AGG, DVY, MINC | Restatement | 25 Apr 2016, 11:57 |
| Q4 2015 | 529 | $88,365,000 | $0 | $0 | $0 | SPY, AMLP, EVV, QQQX, REM | 13F-HR | 11 Feb 2016, 11:18 |