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Portfolio (Quarterly) Guide ↗

Advocacy Wealth Management, LLC

· CIK 0001569452
13F Portfolio $2.3B AUM 143 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 57 Added 47 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SIVR ABRDN SILVER ETF TRUST Financial Services 242,213 $16.4M 0.69% SOLD
2 EMB ISHARES TR 89,441 $8.6M 0.36% SOLD
3 WDAY WORKDAY INC Technology 23,463 $5.0M 0.21% SOLD
4 PINS PINTEREST INC Communication Services 37,650 $975K 0.04% SOLD
5 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,104 $666K 0.03% SOLD
6 IYW ISHARES TR 1,377 $275K 0.01% SOLD
Sector Allocation
Technology 36.7%
Financial Services 17.5%
Healthcare 15.6%
Communication Services 12.3%
Consumer Cyclical 7.8%
Consumer Defensive 5.5%
Industrials 4.3%
Energy 0.2%