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Advocacy Wealth Management, LLC

Q2 2022 Holdings

Filed 2022-07-06 | 143 holdings | $695.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Apple Inc COM(AAPL)Stock037833100$13920.0%
Global X U.S. Infrastructure Development ETF(PAVE)ETF37954Y673$146250.0%
American Express Co COM(AXP)Stock025816109$181330.0%
Ross Stores Inc COM(ROST)Stock778296103$182590.0%
LPL Finl Hldgs Inc COM(LPLA)Stock50212V100$191030.0%
Laboratory Corp Amer Hldgs COM NewStock50540R409$20870.0%
Vanguard International High Dividend Yield ETF(VYMI)ETF921946794$203350.0%
US Bancorp del COM New(USB)Stock902973304$204260.0%
Citigroup Inc COM New(C)Stock172967424$214670.0%
KLA Corp COM New(KLAC)Stock482480100$22690.0%
Elevance Health Inc COM(ELV)Stock036752103$22460.0%
Progressive Corp COM(PGR)Stock743315103$231940.0%
Dollar GEN Corp New COM(DG)Stock256677105$23940.0%
HCA Healthcare Inc COM(HCA)Stock40412C101$231390.0%
Meta Platforms Inc CL A(META)Stock30303M102$241510.0%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$247790.0%
Invesco KBW Bank ETF(KBWB)ETF46138E628$244680.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$241740.0%
Chubb Limited COM(CB)StockH1467J104$241220.0%
Goldman Sachs Activebeta U.S. Large Cap Equity ETF(GSLC)ETF381430503$273560.0%
Fiserv Inc COM(FISV)Stock337738108$283120.0%
Stanley Black & Decker Inc COM(SWK)Stock854502101$282670.0%
Cbre Group Inc CL A(CBRE)Stock12504L109$293990.0%
Micron Technology Inc COM(MU)Stock595112103$295180.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$30580.0%
Ishares U.S. Financial Services ETF(IYG)ETF464287770$302010.0%
Starwood Ppty TR Inc COM(STWD)REIT85571B105$311,5000.0%
Vanguard Intermediate-Term Government Bond ETF(VGIT)ETF92206C706$315130.0%
SS&C Technologies Hldgs Inc COM(SSNC)Stock78467J100$325450.0%
JPMorgan Chase & Co COM(JPM)Stock46625H100$322860.0%
Amerisourcebergen Corp COM(COR)Stock03073E105$332350.0%
Johnson & Johnson COM(JNJ)Stock478160104$341910.0%
Ishares MBS ETF(MBB)ETF464288588$353610.0%
Fedex Corp COM(FDX)Stock31428X106$351550.0%
Tyson Foods Inc CL A(TSN)Stock902494103$364210.0%
Prospect Cap Corp COM(PSEC)CEF74348T102$365,1000.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$41190.0%
Chevron Corp New COM(CVX)Stock166764100$432940.0%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$443480.0%
Wisdomtree International Largecap Dividend Fund(DOL)ETF97717W794$441,0460.0%
Broadcom Inc COM(AVGO)Stock11135F101$45930.0%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$561,7570.0%
Spdr Blackstone Senior Loan ETF(SRLN)ETF78467V608$561,3540.0%
Ishares 1-3 Year Treasury Bond ETF(SHY)ETF464287457$597090.0%
Invesco QQQ Trust(QQQ)ETF46090E103$602140.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$668200.0%
Ishares International Select Dividend ETF(IDV)ETF464288448$682,4960.0%
Vanguard Short-Term Corporate Bond Index Fund(VCSH)ETF92206C409$709130.0%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$771,3810.0%
Wisdomtree International Smallcap Dividend Fund(DLS)ETF97717W760$801,3650.0%
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