Advocacy Wealth Management Services, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 10, 2024
Value $
$1.21B
Signature - Title
Thomas Johnson III - CCO
Location
3350 Riverwood Parkway, Suite Gl 28, Atlanta, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 51 $1.21B +$120M -$90M +$29.6M SPLG, SPDW, LDUR, IVW, SPTL 13F-HR 7/10/2024, 02:10 PM
Q1 2024 54 $1.16B +$514M -$454M +$60M SPLG, SPDW, QUAL, EMXC, SPTL 13F-HR 4/15/2024, 01:50 PM
Q4 2023 51 $1.05B +$581M -$468M +$112M SPLG, VOO, SPDW, OVLH, TFLO 13F-HR 1/23/2024, 02:45 PM
Q3 2023 37 $899M +$70M -$26.9M +$43M SPSB, SLQD, XLV, FLEE, OVLH 13F-HR 10/26/2023, 04:11 PM
Q2 2023 37 $875M +$39.6M -$2.56M +$37M SPSB, SLQD, XLV, OVLH, FLEE 13F-HR 7/20/2023, 04:54 PM
Q1 2023 36 $823M +$269M -$211M +$58M SPSB, SLQD, FLEE, XLV, OVLH 13F-HR 4/14/2023, 01:23 PM
Q4 2022 39 $757M +$117M -$54.7M +$62.6M SLQD, SPSB, OVL, VOO, XLV 13F-HR 1/27/2023, 01:16 PM
Q3 2022 131 $685M +$78.7M -$10M +$68.7M OVL, VOO, SPSB, SLQD, XLV 13F-HR 10/6/2022, 12:24 PM
Q2 2022 132 $622M +$259M -$146M +$114M OVL, VOO, SLQD, SPSB, XLV 13F-HR 7/6/2022, 03:25 PM
Q1 2022 175 $575M +$157M -$158M -$802K OVL, FLOT, VOO, OVB, XLV 13F-HR 4/4/2022, 01:46 PM
Q4 2021 173 $598M +$22.6M -$4.39M +$18.2M FLOT, OVL, OVB, VOO, VGK 13F-HR 1/5/2022, 10:11 AM
Q3 2021 165 $554M +$23.8M -$6.18M +$17.6M FLOT, OVL, OVB, VOO, VGK 13F-HR 10/5/2021, 02:33 PM
Q2 2021 178 $540M +$91.6M -$70.3M +$21.3M FLOT, OVL, OVB, VOO, VGK 13F-HR 7/2/2021, 01:48 PM
Q1 2021 135 $500M +$211M -$388M -$177M FLOT, OVL, OVB, VOO, IWS 13F-HR 4/5/2021, 11:37 AM
Q4 2020 139 $668M +$45.3M -$30.2M +$15.1M AGG, OVB, USMV, OVL, FIXD 13F-HR 1/6/2021, 10:35 AM
Q3 2020 131 $621M +$175M -$64.4M +$110M AGG, OVB, USMV, OVL, FIXD 13F-HR 10/2/2020, 11:55 AM
Q2 2020 126 $494M +$117M -$117M -$839K AGG, OVB, USMV, OVL, OVM 13F-HR 7/2/2020, 01:52 PM
Q1 2020 114 $452M +$157M -$12.1M +$145M OVB, AGG, USMV, OVL, SPSB 13F-HR 4/2/2020, 12:18 PM
Q4 2019 140 $351M +$268M -$70.4M +$198M USMV, AGG, OVB, SPSB, HYLS 13F-HR 1/6/2020, 11:18 AM
Q3 2019 147 $150M +$15M -$3.89M +$11.1M HYLS, REM, USMV, JPST, IEI 13F-HR 10/2/2019, 03:36 PM
Q2 2019 171 $138M +$48.2M -$1.79M +$46.4M HYLS, REM, USMV, IEI, ETY 13F-HR 7/5/2019, 10:36 AM
Q1 2019 126 $91.8M +$18.7M -$69.1M -$50.4M HYLS, REM, ETY, QDF, JPST 13F-HR 4/2/2019, 01:41 PM
Q4 2018 161 $133M +$1.77M -$17.9M -$16.2M HYLS, REM, ETY, FIBR, LMBS 13F-HR 1/7/2019, 02:44 PM
Q3 2018 171 $163M +$8.01M -$243K +$7.76M HYLS, ETY, REM, FIBR, LMBS 13F-HR 10/9/2018, 09:45 AM
Q2 2018 171 $152M +$8.07M -$2.65M +$5.43M HYLS, ETY, REM, FIBR, LMBS 13F-HR 7/9/2018, 09:46 AM
Q1 2018 202 $146M +$22.3M -$17.4M +$4.9M HYLS, ETY, REM, FIBR, LMBS 13F-HR 4/12/2018, 04:16 PM
Q4 2017 214 $145M +$30.8M -$135M -$104M HYLS, ETY, REM, FIBR, LMBS 13F-HR 1/12/2018, 01:16 PM
Q3 2017 266 $250M +$79.8M -$111M -$31M MINC, LMBS, HYLS, FIBR, REM 13F-HR 10/13/2017, 11:40 AM
Q2 2017 275 $279M +$35.2M -$46.7M -$11.6M MINC, LMBS, HYLS, REM, ETY 13F-HR 7/18/2017, 02:11 PM
Q1 2017 303 $287M +$99M -$84M +$15M MINC, LMBS, HYLS, SPSB, REM 13F-HR 4/24/2017, 12:37 PM
Q4 2016 307 $256M +$65.4M -$57.4M +$7.94M AGG, SPIB, MINC, AMLP, DVY 13F-HR 1/27/2017, 10:19 AM
Q3 2016 365 $258M +$67.6M -$10.4M +$57.2M AGG, IGIB, SPIB, MINC, AMLP 13F-HR 10/19/2016, 09:16 AM
Q2 2016 392 $198M +$67.7M -$15.9M +$51.8M AGG, AMLP, IGIB, MINC, DVY 13F-HR 7/15/2016, 09:10 AM
Q1 2016 505 $144M +$82.6M -$27.1M +$55.6M AMLP, EVV, AGG, DVY, MINC Restatement 4/25/2016, 11:57 AM
Q4 2015 529 $88.4M $0 $0 SPY, AMLP, EVV, QQQX, REM 13F-HR 2/11/2016, 11:18 AM