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Advocacy Wealth Management, LLC

Q3 2021 Holdings

Filed 2021-10-05 | 190 holdings | $699.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
BlackRock Inc COM(BLKCHF)Stock09247X101$220.0%
Gallagher Arthur J & Co COM(AJG)Stock363576109$2110.0%
Walmart Inc COM(WMT)Stock931142103$3200.0%
Shopify Inc CL A(SHOP)Stock82509L107$320.0%
Nokia Corp Sponsored ADR(NOK)ADR654902204$35600.0%
Synovus Finl Corp COM New(SYU1)Stock87161C501$41000.0%
Square Inc CL A(XYZ)Stock852234103$4150.0%
Emerson Elec Co COM(EMR)Stock291011104$5500.0%
Proshares Online Retail ETF(ONLN)ETF74347B169$6890.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$61090.0%
Snap Inc CL A(SNAP)Stock83304A106$71000.0%
Southern Co COM(SO)Stock842587107$71130.0%
VAN ECK Merk Gold Trust(OUNZ)ETF921078101$73860.0%
PTC Therapeutics Inc COM(PTCT)Stock69366J200$71750.0%
Paypal Hldgs Inc COM(PYPL)Stock70450Y103$8310.0%
Ishares 10-20 Year Treasury Bond ETF(TLH)ETF464288653$9620.0%
Tesla Inc COM(TSLA)Stock88160R101$9120.0%
AT&T Inc COM(T)Stock00206R102$93330.0%
Global X Msci China Financials ETFETF37950E606$106970.0%
Prologis Inc. COM(PLD)REIT74340W103$10830.0%
Truist Finl Corp COM(TFC)Stock89832Q109$101770.0%
Vanguard Communication Services ETF(VOX)ETF92204A884$10690.0%
Vanguard Long-Term Corporate Bond ETF(VCLT)ETF92206C813$111020.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$112210.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$121270.0%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$121730.0%
Apple Inc COM(AAPL)Stock037833100$12860.0%
Amazon COM Inc COM(AMZN)Stock023135106$1340.0%
Intel Corp COM(INTC)Stock458140100$132370.0%
Micron Technology Inc COM(MU)Stock595112103$131840.0%
Microsoft Corp COM(MSFT)Stock594918104$14510.0%
Capital One Finl Corp COM(COF)Stock14040H105$14870.0%
BK of America Corp COM(BAC)Stock060505104$153620.0%
Fiserv Inc COM(FISV)Stock337738108$161470.0%
Global X U.S. Infrastructure Development ETF(PAVE)ETF37954Y673$166250.0%
Ishares 20 Year Treasury Bond ETF(TLT)ETF464287432$161130.0%
Communication Services Select Sector Spdra Fund(XLC)ETF81369Y852$162010.0%
Laboratory Corp Amer Hldgs COM NewStock50540R409$17620.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$172820.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$182990.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$181640.0%
Progressive Corp COM(PGR)Stock743315103$181940.0%
United Parcel Service Inc CL B(UPS)Stock911312106$181000.0%
Lincoln Natl Corp IND COM(LNC)Stock534187109$192780.0%
American Express Co COM(AXP)Stock025816109$191140.0%
Global X Msci China Consumer Staples ETFETF37954Y558$196890.0%
Amerisourcebergen Corp COM(COR)Stock03073E105$191610.0%
Bausch Health COS Inc COM(BHC)Stock071734107$197000.0%
SS&C Technologies Hldgs Inc COM(SSNC)Stock78467J100$202910.0%
US Bancorp del COM New(USB)Stock902973304$203320.0%
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