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  Name: ADVOCACY WEALTH MANAGEMENT SERVICES, LLC
  City: ATLANTA
  State: GA
  Zip: 30339
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,163,246,000
  Total Value Change : $109,723,000
  Securities Held Change : 3
   
All Securities Held : 54
  New Positions : 7
  Closed Positions : 5
  Increased Positions : 21
  Unchanged Positions : 1
  Decreased Positions : 25

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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 7 New $44.04 $47,696,000 1,074,239 4.1% 47,696,000 1,074,239 11.936    N/A
   (CARY)1 Year Chart         CARY Angel Oak Income Etf 9 New $0.00 $38,445,000 1,871,709 3.3% 38,445,000 1,871,709 20.797    N/A
   (DMBS)1 Year Chart         DMBS Doubleline Mortgage Etf 10 New $0.00 $38,410,000 788,808 3.3% 38,410,000 788,808 8.765    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 15 New $181.96 $25,929,000 138,800 2.23% 25,929,000 138,800 0.098    Closed - End Fund - E...
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 18 New $0.00 $18,838,000 359,088 1.62% 18,838,000 359,088 0.399    N/A
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 21 New $0.00 $12,750,000 365,530 1.1% 12,750,000 365,530 0.047    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 34 New $237.30 $2,804,000 11,695 0.24% 2,804,000 11,695 0.009    Closed - End Fund - E...

      7 Records Found
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