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 +$119M -$90M +$29.2M SPLG, SPDW, LDUR, IVW, SPTL 13F-HR 7/10/2024, 02:10 PM
Q1 2024 53 $1.12B +$475M -$454M +$21.5M 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 -$25.9M +$44.1M SPSB, SLQD, XLV, FLEE, OVLH 13F-HR 10/26/2023, 04:11 PM
Q2 2023 37 $875M +$39.6M -$658K +$38.9M SPSB, SLQD, XLV, OVLH, FLEE 13F-HR 7/20/2023, 04:54 PM
Q1 2023 35 $777M +$266M -$71.5M +$195M SPSB, SLQD, FLEE, XLV, OVLH 13F-HR 4/14/2023, 01:23 PM
Q4 2022 38 $714M +$115M -$51.4M +$63.1M SLQD, SPSB, OVL, VOO, XLV 13F-HR 1/27/2023, 12:16 PM
Q3 2022 118 $685M +$78.7M -$4.08M +$74.6M OVL, VOO, SPSB, SLQD, XLV 13F-HR 10/6/2022, 12:24 PM
Q2 2022 127 $622M +$259M -$146M +$114M OVL, VOO, SLQD, SPSB, XLV 13F-HR 7/6/2022, 03:25 PM
Q1 2022 170 $575M +$157M -$155M +$1.98M OVL, FLOT, VOO, OVB, XLV 13F-HR 4/4/2022, 01:46 PM
Q4 2021 169 $598M +$22.6M -$4.38M +$18.2M FLOT, OVL, OVB, VOO, VGK 13F-HR 1/5/2022, 09:11 AM
Q3 2021 167 $554M +$23.8M -$6.18M +$17.6M FLOT, OVL, OVB, VOO, VGK 13F-HR 10/5/2021, 02:33 PM
Q2 2021 180 $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 137 $668M +$45.3M -$20.3M +$25M AGG, OVB, USMV, OVL, FIXD 13F-HR 1/6/2021, 09:35 AM
Q3 2020 129 $621M +$175M -$64.3M +$110M AGG, OVB, USMV, OVL, FIXD 13F-HR 10/2/2020, 11:55 AM
Q2 2020 126 $494M +$117M -$53.1M +$63.6M AGG, OVB, USMV, OVL, OVM 13F-HR 7/2/2020, 01:52 PM
Q1 2020 114 $452M +$157M -$10.5M +$146M OVB, AGG, USMV, OVL, SPSB 13F-HR 4/2/2020, 12:18 PM
Q4 2019 138 $351M +$268M -$62M +$206M USMV, AGG, OVB, SPSB, HYLS 13F-HR 1/6/2020, 10:18 AM
Q3 2019 144 $150M +$15M -$3.47M +$11.6M HYLS, REM, USMV, JPST, IEI 13F-HR 10/2/2019, 03:36 PM
Q2 2019 167 $138M +$48.2M -$1.7M +$46.5M HYLS, REM, USMV, IEI, ETY 13F-HR 7/5/2019, 10:36 AM
Q1 2019 124 $91.8M +$18.7M -$66.1M -$47.4M HYLS, REM, ETY, QDF, JPST 13F-HR 4/2/2019, 01:41 PM
Q4 2018 157 $133M +$1.77M -$16.9M -$15.2M HYLS, REM, ETY, FIBR, LMBS 13F-HR 1/7/2019, 01:44 PM
Q3 2018 171 $163M +$8.01M -$73.9K +$7.93M HYLS, ETY, REM, FIBR, LMBS 13F-HR 10/9/2018, 09:45 AM
Q2 2018 169 $152M +$8.07M -$360K +$7.71M HYLS, ETY, REM, FIBR, LMBS 13F-HR 7/9/2018, 09:46 AM
Q1 2018 198 $146M +$22.2M -$1.24M +$21M HYLS, ETY, REM, FIBR, LMBS 13F-HR 4/12/2018, 04:16 PM
Q4 2017 209 $145M +$30.8M -$129M -$98.6M HYLS, ETY, REM, FIBRXXXX, LMBS 13F-HR 1/12/2018, 12:16 PM
Q3 2017 259 $250M +$79.8M -$108M -$28.4M MINC, LMBS, HYLS, FIBRXXXX, REM 13F-HR 10/13/2017, 11:40 AM
Q2 2017 271 $279M +$35.2M -$43.6M -$8.43M MINC, LMBS, HYLS, REM, ETY 13F-HR 7/18/2017, 02:11 PM
Q1 2017 299 $287M +$101M -$83.3M +$18.2M MINC, LMBS, HYLS, SPSB, REM 13F-HR 4/24/2017, 12:37 PM
Q4 2016 299 $256M +$65.4M -$3.85M +$61.5M AGG, SPIB, MINC, AMLPXXXX, DVY 13F-HR 1/27/2017, 09:19 AM
Q3 2016 361 $258M +$67.6M -$11.4M +$56.2M AGG, IGIB, SPIB, MINC, AMLPXXXX 13F-HR 10/19/2016, 09:16 AM
Q2 2016 380 $198M +$67.7M -$11.1M +$56.6M AGG, AMLPXXXX, IGIB, MINC, DVY 13F-HR 7/15/2016, 09:10 AM
Q1 2016 486 $144M +$82.6M -$23.3M +$59.3M AMLPXXXX, EVV, AGG, DVY, MINC Restatement 4/25/2016, 11:57 AM
Q4 2015 516 $88.4M SPY, AMLPXXXX, EVV, QQQX, REMXXXX 13F-HR 2/11/2016, 10:18 AM