0001062993-21-000148.txt : 20210106 0001062993-21-000148.hdr.sgml : 20210106 20210106103517 ACCESSION NUMBER: 0001062993-21-000148 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210106 DATE AS OF CHANGE: 20210106 EFFECTIVENESS DATE: 20210106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Advocacy Wealth Management Services, LLC CENTRAL INDEX KEY: 0001569452 IRS NUMBER: 208243118 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15180 FILM NUMBER: 21509361 BUSINESS ADDRESS: STREET 1: 3350 RIVERWOOD PARKWAY STREET 2: SUITE GL-28 CITY: ATLANTA STATE: GA ZIP: 30339 BUSINESS PHONE: 404-262-9283 MAIL ADDRESS: STREET 1: 3350 RIVERWOOD PARKWAY STREET 2: SUITE GL-28 CITY: ATLANTA STATE: GA ZIP: 30339 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001569452 XXXXXXXX 12-31-2020 12-31-2020 Advocacy Wealth Management Services, LLC

3350 RIVERWOOD PARKWAY SUITE GL-28 ATLANTA GA 30339

13F HOLDINGS REPORT 028-15180 N Thomas Johnson III 404-262-9283 Thomas Johnson III Atlanta GA 01-06-2021 0 144 668457 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE AMAZON COM INC COM 023135106 3 1 SH SOLE 1 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 113 359 SH SOLE 359 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 44 341 SH SOLE 341 0 0 SQUARE INC CL A 852234103 2 10 SH SOLE 10 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 88 2870 SH SOLE 2870 0 0 JOHNSON & JOHNSON COM 478160104 24 150 SH SOLE 150 0 0 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 68 2000 SH SOLE 2000 0 0 WISDOMTREE TR CBOE S&P 500 97717X560 14 503 SH SOLE 503 0 0 HCA HEALTHCARE INC COM 40412C101 22 136 SH SOLE 136 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 35 679 SH SOLE 679 0 0 UNDER ARMOUR INC CL C 904311206 0 4 SH SOLE 4 0 0 COCA COLA CO COM 191216100 25 451 SH SOLE 451 0 0 APHRIA INC COM 03765K104 0 30 SH SOLE 30 0 0 INTEL CORP COM 458140100 11 223 SH SOLE 223 0 0 ISHARES TR U.S. FIXED INCME 46435U796 6 62 SH SOLE 62 0 0 PROLOGIS INC. COM 74340W103 5 55 SH SOLE 55 0 0 MERCK & CO. INC COM 58933Y105 15 188 SH SOLE 188 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 256 2366 SH SOLE 2366 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 620 1659 SH SOLE 1659 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 31 526 SH SOLE 526 0 0 CHUBB LIMITED COM H1467J104 27 177 SH SOLE 177 0 0 FEDEX CORP COM 31428X106 27 104 SH SOLE 104 0 0 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 57871 1057397 SH SOLE 1057396 0 0 SNAP INC CL A 83304A106 5 100 SH SOLE 100 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 13 625 SH SOLE 625 0 0 US BANCORP DEL COM NEW 902973304 21 450 SH SOLE 450 0 0 HOME DEPOT INC COM 437076102 390 1470 SH SOLE 1470 0 0 STARWOOD PPTY TR INC COM 85571B105 29 1500 SH SOLE 1500 0 0 ETF MANAGERS TR WEDBUSH VID GAME 26924G706 3785 47944 SH SOLE 47944 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 33 290 SH SOLE 290 0 0 SPDR GOLD TR GOLD SHS 78463V107 1387 7775 SH SOLE 7775 0 0 SOUTHERN CO COM 842587107 7 113 SH SOLE 113 0 0 AMERISOURCEBERGEN CORP COM 03073E105 12 122 SH SOLE 122 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 10656 44189 SH SOLE 44189 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 12 61 SH SOLE 61 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 12 173 SH SOLE 173 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 6844 134747 SH SOLE 134747 0 0 GLOBAL X FDS MSCI CHINA FINCL 37950E606 21 1395 SH SOLE 1395 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 801 25511 SH SOLE 25511 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 6133 60104 SH SOLE 60104 0 0 AVID BIOSERVICES INC COM 05368M106 0 1 SH SOLE 1 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 76 913 SH SOLE 913 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 83 856 SH SOLE 856 0 0 ALPHABET INC CAP STK CL A 02079K305 32 18 SH SOLE 18 0 0 PROGRESSIVE CORP COM 743315103 19 197 SH SOLE 197 0 0 ISHARES U S ETF TR TECHNOLOGY 46431W648 10254 215739 SH SOLE 215739 0 0 MICROSOFT CORP COM 594918104 6 26 SH SOLE 26 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 20 273 SH SOLE 273 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 14 201 SH SOLE 201 0 0 BAUSCH HEALTH COS INC COM 071734107 15 700 SH SOLE 700 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 36 513 SH SOLE 513 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 117 567 SH SOLE 567 0 0 NIKE INC CL B 654106103 1 4 SH SOLE 4 0 0 TESLA INC COM 88160R101 8 12 SH SOLE 12 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 18 303 SH SOLE 303 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 0 3 SH SOLE 3 0 0 STANLEY BLACK & DECKER INC COM 854502101 18 102 SH SOLE 102 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18996 55272 SH SOLE 55272 0 0 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 8 69 SH SOLE 69 0 0 SSGA ACTIVE TR SPDR SSGA US SCT 78470P408 7550 187078 SH SOLE 187078 0 0 GLOBAL X FDS MSCI CHINA CON 37954Y558 48 1382 SH SOLE 1382 0 0 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 6122 121044 SH SOLE 121044 0 0 BOOKING HOLDINGS INC COM 09857L108 22 10 SH SOLE 10 0 0 LISTED FD TR SHARES CORE BD 53656F862 97384 3672464 SH SOLE 3672463 0 0 LISTED FD TR SHARES FOREIGN 53656F870 654 25429 SH SOLE 25429 0 0 LISTED FD TR SHARES LAG CAP 53656F805 81561 2556677 SH SOLE 2556676 0 0 LISTED FD TR SHARES MUNI DB 53656F854 26275 1018481 SH SOLE 1018480 0 0 LISTED FD TR SHARES SML CAP 53656F888 416 13900 SH SOLE 13900 0 0 SPDR SER TR HLTH CR EQUIP 78464A581 4725 41505 SH SOLE 41505 0 0 AFLAC INC COM 001055102 53 1200 SH SOLE 1200 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 11 102 SH SOLE 102 0 0 ISHARES INC MSCI EMERG MRKT 464286533 668 10942 SH SOLE 10942 0 0 GLOBAL X FDS SOCIAL MED ETF 37950E416 3700 59889 SH SOLE 59889 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 34 1021 SH SOLE 1021 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 1258 17142 SH SOLE 17142 0 0 INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 15889 315381 SH SOLE 315380 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 89492 1318391 SH SOLE 1318390 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 135 506 SH SOLE 506 0 0 PHILLIPS 66 COM 718546104 33 470 SH SOLE 470 0 0 FACEBOOK INC CL A 30303M102 19 68 SH SOLE 68 0 0 MONDELEZ INTL INC CL A 609207105 11 189 SH SOLE 189 0 0 BROADCOM INC COM 11135F101 37 85 SH SOLE 85 0 0 ISHARES TR CORE MSCI EAFE 46432F842 2282 33036 SH SOLE 33036 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 93 1365 SH SOLE 1365 0 0 ISHARES INC CORE MSCI EMKT 46434G103 2264 36490 SH SOLE 36490 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 120 1356 SH SOLE 1356 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 29 263 SH SOLE 263 0 0 INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 46138G102 355 8714 SH SOLE 8714 0 0 ADVISORSHARES TR NEWFLT MULSINC 00768Y727 6 121 SH SOLE 121 0 0 SYNOVUS FINL CORP COM NEW 87161C501 3 100 SH SOLE 100 0 0 GENERAL DYNAMICS CORP COM 369550108 15 98 SH SOLE 98 0 0 CISCO SYS INC COM 17275R102 31 682 SH SOLE 682 0 0 CAPITAL ONE FINL CORP COM 14040H105 13 136 SH SOLE 136 0 0 AT&T INC COM 00206R102 8 294 SH SOLE 294 0 0 PTC THERAPEUTICS INC COM 69366J200 21 350 SH SOLE 350 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 9 127 SH SOLE 127 0 0 NOKIA CORP SPONSORED ADR 654902204 2 560 SH SOLE 560 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 28 174 SH SOLE 174 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 23 256 SH SOLE 256 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 30 201 SH SOLE 201 0 0 ISHARES TR EXPANDED TECH 464287515 15832 44711 SH SOLE 44711 0 0 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 12196 299797 SH SOLE 299796 0 0 WISDOMTREE TR INTL LRGCAP DV 97717W794 48 1046 SH SOLE 1046 0 0 ISHARES TR CORE S&P500 ETF 464287200 3890 10362 SH SOLE 10362 0 0 ISHARES TR MBS ETF 464288588 40 361 SH SOLE 361 0 0 ISHARES TR 10-20 YR TRS ETF 464288653 10 62 SH SOLE 62 0 0 PROSPECT CAP CORP COM 74348T102 28 5100 SH SOLE 5100 0 0 JPMORGAN CHASE & CO COM 46625H100 22 177 SH SOLE 177 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 426 6892 SH SOLE 6892 0 0 CHEVRON CORP NEW COM 166764100 17 198 SH SOLE 198 0 0 ISHARES TR NATIONAL MUN ETF 464288414 470 4009 SH SOLE 4009 0 0 CONOCOPHILLIPS COM 20825C104 27 679 SH SOLE 679 0 0 INVESCO EXCHANGE TRADED FD T DYNMC MEDIA 46137V696 3704 80357 SH SOLE 80357 0 0 HANCOCK JOHN TAX-ADVANTAGED COM 41013V100 11 500 SH SOLE 500 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 2817 61114 SH SOLE 61114 0 0 WALMART INC COM 931142103 1 4 SH SOLE 4 0 0 ISHARES TR INTL SEL DIV ETF 464288448 5 175 SH SOLE 175 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 2126 15989 SH SOLE 15989 0 0 VANECK VECTORS ETF TR AGRIBUSINESS ETF 92189F700 2821 36217 SH SOLE 36216 0 0 AMERICAN EXPRESS CO COM 025816109 21 175 SH SOLE 175 0 0 APPLIED MATLS INC COM 038222105 19 215 SH SOLE 215 0 0 TYSON FOODS INC CL A 902494103 18 281 SH SOLE 281 0 0 INVESCO EXCHANGE TRADED FD T DYNMC PHRMCTLS 46137V662 6853 95992 SH SOLE 95992 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 19 472 SH SOLE 472 0 0 VANECK MERK GOLD TR GOLD TRUST 921078101 7 386 SH SOLE 386 0 0 ISHARES TR CORE US AGGBD ET 464287226 142593 1206476 SH SOLE 1206476 0 0 ISHARES TR 20 YR TR BD ETF 464287432 18 113 SH SOLE 113 0 0 ISHARES TR CORE DIV GRWTH 46434V621 10 221 SH SOLE 221 0 0 ISHARES TR ULTR SH TRM BD 46434V878 6248 123675 SH SOLE 123675 0 0 CANOPY GROWTH CORP COM 138035100 0 8 SH SOLE 8 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 6679 71613 SH SOLE 71613 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 12 200 SH SOLE 200 0 0 CITIGROUP INC COM NEW 172967424 24 386 SH SOLE 386 0 0 FLEXSHARES TR DISCP DUR MBS 33939L779 376 15645 SH SOLE 15645 0 0 LINCOLN NATL CORP IND COM 534187109 22 438 SH SOLE 438 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 6 109 SH SOLE 109 0 0 SHOPIFY INC CL A 82509L107 2 2 SH SOLE 2 0 0 PAYPAL HLDGS INC COM 70450Y103 7 31 SH SOLE 31 0 0 AUTOZONE INC COM 053332102 12 10 SH SOLE 10 0 0 CBRE GROUP INC CL A 12504L109 17 279 SH SOLE 279 0 0 APPLE INC COM 037833100 90 679 SH SOLE 679 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 129 1703 SH SOLE 1703 0 0 DISNEY WALT CO COM DISNEY 254687106 60 332 SH SOLE 332 0 0 SPDR SER TR SPDR BLOOMBERG 78468R663 99 1080 SH SOLE 1080 0 0