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Advocacy Wealth Management, LLC

Q2 2020 Holdings

Filed 2020-07-02 | 132 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
JPMorgan Chase & Co COM(JPM)Stock46625H100$222380.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$221740.0%
Starwood Ppty TR Inc COM(STWD)REIT85571B105$221,5000.0%
Lincoln Natl Corp IND COM(LNC)Stock534187109$225910.0%
Chevron Corp New COM(CVX)Stock166764100$232580.0%
American Express Co COM(AXP)Stock025816109$242530.0%
US Bancorp del COM New(USB)Stock902973304$246490.0%
Booking Holdings Inc COM(BKNG)Stock09857L108$25160.0%
Chubb Limited COM(CB)StockH1467J104$251990.0%
Prospect Cap Corp COM(PSEC)CEF74348T102$265,1000.0%
Stanley Black & Decker Inc COM(SWK)Stock854502101$261900.0%
Citigroup Inc COM New(C)Stock172967424$275250.0%
Facebook Inc CL A(META)Stock30303M102$271210.0%
Conocophillips COM(COP)Stock20825C104$296790.0%
Ishares U.S. Financial Services ETF(IYG)ETF464287770$292450.0%
Johnson & Johnson COM(JNJ)Stock478160104$292040.0%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$292900.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$295070.0%
Broadcom Inc COM(AVGO)Stock11135F101$30950.0%
Phillips 66 COM(PSX)Stock718546104$344700.0%
Vanguard Intermediate-Term Government Bond ETF(VGIT)ETF92206C706$365130.0%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$363410.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$37260.0%
Disney Walt Co COM Disney(DIS)Stock254687106$373320.0%
Flexshares Quality Dividend Index Fund(QDF)ETF33939L860$399220.0%
Ishares MBS ETF(MBB)ETF464288588$403610.0%
Verizon Communications Inc COM(VZ)Stock92343V104$427550.0%
Wisdomtree International Largecap Dividend Fund(DOL)ETF97717W794$431,0460.0%
Aflac Inc COM(AFL)Stock001055102$431,2000.0%
Alliancebernstein Hldg L P Unit LTD Partn(AB)Stock01881G106$542,0000.0%
Vanguard Short-Term Corporate Bond Index Fund(VCSH)ETF92206C409$759130.0%
Apple Inc COM(AAPL)Stock037833100$752060.0%
Wisdomtree International Smallcap Dividend Fund(DLS)ETF97717W760$761,3650.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$818560.0%
Spdr Portfolio Aggregate Bond ETF(SPAB)ETF78464A649$892,8700.0%
Goldman Sachs Activebeta U.S. Large Cap Equity ETF(GSLC)ETF381430503$1071,7030.0%
Spdr Bloomberg Barclays 1-3 Month T-Bill ETF(BIL)ETF78468R663$1111,2130.0%
Invesco QQQ Trust(QQQ)ETF46090E103$1144590.0%
Ishares Short-Term National Muni Bond ETF(SUB)ETF464288158$1271,1800.0%
Vanguard Total Bond Market Index Fund(BND)ETF921937835$1962,2230.0%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$3687,7370.0%
Home Depot Inc COM(HD)Stock437076102$3681,4700.0%
Flexshares Disciplined Duration MBS Index Fund(MBSD)ETF33939L779$56823,5110.0%
Ishares National Muni Bond ETF(MUB)ETF464288414$6215,3850.0%
Global X Msci China Financials ETFETF37950E606$85361,8860.0%
Vaneck Vectors Agribusiness ETF(MOO)ETF92189F700$85514,2180.0%
Ishares Core S&P U.S. Value ETF(IUSV)ETF464287663$94017,9930.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$1.1K19,5970.0%
Invesco Dynamic Media ETF(GGME)ETF46137V696$1.2K36,3890.0%
Global X Social Media Index Fund(SOCL)ETF37950E416$1.2K27,5590.0%
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