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Advocacy Wealth Management, LLC

Q1 2022 Holdings

Filed 2022-04-04 | 205 holdings | $656.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares 10-20 Year Treasury Bond ETF(TLH)ETF464288653$11840.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$122210.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$131270.0%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$131730.0%
Communication Services Select Sector Spdra Fund(XLC)ETF81369Y852$142010.0%
Prologis Inc. COM(PLD)REIT74340W103$14830.0%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$142740.0%
Ross Stores Inc COM(ROST)Stock778296103$151660.0%
Ishares 20 Year Treasury Bond ETF(TLT)ETF464287432$151130.0%
Microsoft Corp COM(MSFT)Stock594918104$16510.0%
Apple Inc COM(AAPL)Stock037833100$16920.0%
Lucid Group Inc COM(CCIVGBP)Stock549498103$176900.0%
Citigroup Inc COM New(C)Stock172967424$173190.0%
KLA Corp COM New(KLAC)Stock482480100$18500.0%
Global X U.S. Infrastructure Development ETF(PAVE)ETF37954Y673$186250.0%
Ishares Core Total USD Bond Market ETF(IUSB)ETF46434V613$183600.0%
LPL Finl Hldgs Inc COM(LPLA)Stock50212V100$191030.0%
Dollar GEN Corp New COM(DG)Stock256677105$21940.0%
Progressive Corp COM(PGR)Stock743315103$221940.0%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$23660.0%
Laboratory Corp Amer Hldgs COM NewStock50540R409$23870.0%
Anthem Inc COM(ELV)Stock036752103$23460.0%
First Trust TCW Opportunistic Fixed Income ETF(FIXD)ETF33740F805$244840.0%
Fedex Corp COM(FDX)Stock31428X106$271210.0%
Stanley Black & Decker Inc COM(SWK)Stock854502101$281970.0%
Chubb Limited COM(CB)StockH1467J104$301400.0%
US Bancorp del COM New(USB)Stock902973304$305720.0%
SS&C Technologies Hldgs Inc COM(SSNC)Stock78467J100$303970.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$30580.0%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$307790.0%
Fiserv Inc COM(FISV)Stock337738108$302940.0%
American Express Co COM(AXP)Stock025816109$311640.0%
Ishares U.S. Transportation ETF(IYT)ETF464287192$311190.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$31110.0%
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$313040.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$321740.0%
Vanguard Intermediate-Term Government Bond ETF(VGIT)ETF92206C706$325130.0%
Meta Platforms Inc CL A(META)Stock30303M102$341510.0%
HCA Healthcare Inc COM(HCA)Stock40412C101$351390.0%
Ishares U.S. Financial Services ETF(IYG)ETF464287770$362010.0%
Starwood Ppty TR Inc COM(STWD)REIT85571B105$371,5000.0%
Ishares MBS ETF(MBB)ETF464288588$373610.0%
Micron Technology Inc COM(MU)Stock595112103$374840.0%
Spdr Blackstone Senior Loan ETF(SRLN)ETF78467V608$378320.0%
Autozone Inc COM(AZO)Stock053332102$38190.0%
Vaneck Agribusiness ETF(MOO)ETF92189F700$393670.0%
Tyson Foods Inc CL A(TSN)Stock902494103$404350.0%
Amerisourcebergen Corp COM(COR)Stock03073E105$402550.0%
Johnson & Johnson COM(JNJ)Stock478160104$412290.0%
Materials Select Sector Spdr Fund(XLB)ETF81369Y100$414600.0%
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