Portfolio (Quarterly)
Guide ↗
Advocacy Wealth Management, LLC
· CIK 0001569452| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | CSCO | CISCO SYS INC | Technology | 7,143.0 | $554K | 0.03% | +498.0 | +7.5% | $77.59 | +43.2% |
| 122 | IWS | ISHARES TR | — | 3,675.0 | $536K | 0.02% | — | — | $145.74 | +17.8% |
| 123 | XOM | EXXON MOBIL CORP | Energy | 3,068.0 | $520K | 0.02% | -1K | -24.6% | $169.64 | -5.3% |
| 124 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 3,571.0 | $516K | 0.02% | +58.0 | +1.6% | $144.44 | +0.7% |
| 125 | — | CENCORA INC | — | 1,608.0 | $505K | 0.02% | — | — | $314.14 | — |
| 126 | WMT | WALMART INC | Consumer Defensive | 4,013.0 | $499K | 0.02% | +621.0 | +18.3% | $124.28 | -15.2% |
| 127 | GPN | GLOBAL PMTS INC | Industrials | 7,374.0 | $496K | 0.02% | +2K | +48.7% | $67.30 | +39.4% |
| 128 | ORCL | ORACLE CORP | Technology | 3,366.0 | $495K | 0.02% | — | — | $147.11 | -1.6% |
| 129 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,587.0 | $493K | 0.02% | +210.0 | +15.2% | $310.79 | -13.7% |
| 130 | TFLO | ISHARES TR | — | 9,616.0 | $487K | 0.02% | -1K | -9.8% | $50.63 | -0.0% |
| 131 | PEP | PEPSICO INC | Consumer Defensive | 3,057.0 | $475K | 0.02% | -112.0 | -3.5% | $155.29 | -8.4% |
| 132 | EA | ELECTRONIC ARTS INC | Communication Services | 1,925.0 | $392K | 0.02% | — | — | $203.87 | +2.9% |
| 133 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 7,564.0 | $374K | 0.02% | -758.0 | -9.1% | $49.46 | -1.2% |
| 134 | QCOM | QUALCOMM INC | Technology | 2,545.0 | $328K | 0.01% | — | — | $128.78 | +24.7% |
| 135 | CVX | CHEVRON CORPORATION | Energy | 1,510.0 | $312K | 0.01% | NEW | — | $206.91 | -3.4% |
| 136 | VBR | VANGUARD INDEX FDS | — | 1,305.0 | $284K | 0.01% | — | — | $217.25 | +14.3% |
| 137 | JPM | JPMORGAN CHASE & CO | Financial Services | 847.0 | $249K | 0.01% | NEW | — | $294.16 | +21.3% |
| 138 | VV | VANGUARD INDEX FDS | — | 789.0 | $236K | 0.01% | — | — | $298.85 | +18.0% |
| 139 | LONZ | PIMCO ETF TR | — | 4,772.0 | $236K | 0.01% | -1K | -22.2% | $49.38 | -0.1% |
| 140 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 3,987.0 | $230K | 0.01% | -160.0 | -3.9% | $57.64 | +9.3% |
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
36.8%
Financial Services
17.6%
Healthcare
15.7%
Communication Services
12.0%
Consumer Cyclical
7.9%
Consumer Defensive
5.6%
Industrials
4.3%
Energy
0.2%