Portfolio (Quarterly)
Guide ↗
Advocacy Wealth Management, LLC
· CIK 0001569452| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | IEMG | ISHARES INC | — | 20,804.0 | $1.4M | 0.06% | NEW | — | $67.22 | +23.6% |
| 82 | META | META PLATFORMS INC | Communication Services | 1,991.0 | $1.3M | 0.06% | NEW | — | $660.09 | -13.9% |
| 83 | GOOG | ALPHABET INC | Communication Services | 4,168.0 | $1.3M | 0.06% | NEW | — | $313.80 | +15.2% |
| 84 | SCHG | SCHWAB STRATEGIC TR | — | 39,874.0 | $1.3M | 0.05% | NEW | — | $32.62 | +2.4% |
| 85 | TEL | TE CONNECTIVITY PLC | Technology | 5,693.0 | $1.3M | 0.05% | NEW | — | $227.51 | -6.6% |
| 86 | MRVL | MARVELL TECHNOLOGY INC | Technology | 15,130.0 | $1.3M | 0.05% | NEW | — | $84.98 | +246.1% |
| 87 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 1,477.0 | $1.3M | 0.05% | NEW | — | $862.34 | +12.1% |
| 88 | SCHV | SCHWAB STRATEGIC TR | — | 42,186.0 | $1.2M | 0.05% | NEW | — | $29.61 | +16.0% |
| 89 | IVV | ISHARES TR | — | 1,801.0 | $1.2M | 0.05% | NEW | — | $684.94 | +8.3% |
| 90 | — | GLOBUS MED INC | — | 13,805.0 | $1.2M | 0.05% | NEW | — | $87.31 | — |
| 91 | EFA | ISHARES TR | — | 12,345.0 | $1.2M | 0.05% | NEW | — | $96.03 | +8.0% |
| 92 | AGG | ISHARES TR | — | 11,842.0 | $1.2M | 0.05% | NEW | — | $99.88 | -1.2% |
| 93 | GLW | CORNING INC | Technology | 13,193.0 | $1.2M | 0.05% | NEW | — | $87.56 | +99.3% |
| 94 | HD | HOME DEPOT INC | Consumer Cyclical | 3,312.0 | $1.1M | 0.05% | NEW | — | $344.10 | -5.0% |
| 95 | EFG | ISHARES TR | — | 9,807.0 | $1.1M | 0.05% | NEW | — | $113.92 | +8.7% |
| 96 | AME | AMETEK INC | Industrials | 5,360.0 | $1.1M | 0.05% | NEW | — | $205.31 | +12.4% |
| 97 | TRU | TRANSUNION | Industrials | 12,491.0 | $1.1M | 0.04% | NEW | — | $85.75 | -24.1% |
| 98 | — | CORPAY INC | — | 3,427.0 | $1.0M | 0.04% | NEW | — | $300.93 | — |
| 99 | TJX | TJX COS INC NEW | Consumer Cyclical | 6,394.0 | $982K | 0.04% | NEW | — | $153.61 | +6.7% |
| 100 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 4,379.0 | $977K | 0.04% | NEW | — | $223.17 | -37.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
35.1%
Financial Services
22.5%
Healthcare
14.4%
Communication Services
11.3%
Consumer Cyclical
7.2%
Consumer Defensive
6.3%
Industrials
3.0%
Energy
0.1%