Advocacy Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
142
Total value ($000)
$2,303,835
Net value change ($000)
+674,387 (41.4%)
New positions
83
Sold out positions
4
Turnover %
22.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LDUR 43,554 103.3%
QUAL 41,831 52.5%
BAI 28,367 140.9%
XLG 26,543 72.9%
GOOGL 26,478 NEW
KO 25,572 NEW
SHLD 25,021 NEW
DYNF 23,352 26.1%
AMZN 21,769 NEW
MSFT 21,150 10317.1%
Top Reduces (Value $000, Stocks/ETFs)
IYW -32,916 -99.0%
EFG -32,138 -96.2%
UFIV -18,807 -100.0%
BINC -14,988 -50.8%
SPIB -14,950 -100.0%
MTBA -8,111 -94.9%
FSMD -6,019 -21.1%
FDIS -2,630 -100.0%
FLOT -1,362 -19.6%
VV -1,164 -77.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type