0001062993-23-015123.txt : 20230720 0001062993-23-015123.hdr.sgml : 20230720 20230720165423 ACCESSION NUMBER: 0001062993-23-015123 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230720 DATE AS OF CHANGE: 20230720 EFFECTIVENESS DATE: 20230720 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: 231100346 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 X0202 13F-HR LIVE false true false 0001569452 XXXXXXXX 06-30-2023 06-30-2023 Advocacy Wealth Management Services, LLC

3350 RIVERWOOD PARKWAY SUITE GL-28 ATLANTA GA 30339

13F HOLDINGS REPORT 028-15180 000141943 678-203-0306 N Thomas Johnson III 678-203-0306 Thomas Johnson III Atlanta GA 06-30-2023 0 37 875199569 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE APPLE INC COM 037833100 368737 1901 SH SOLE 1901 0 0 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 34774824 765628 SH SOLE 765628 0 0 FRANKLIN TEMPLETON ETF TR FTSE EUROPE 35473P652 70349873 2611412 SH SOLE 2611412 0 0 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 5003017 100786 SH SOLE 100786 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 3208209 51078 SH SOLE 51078 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 213686 1428 SH SOLE 1428 0 0 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 284185 5633 SH SOLE 5633 0 0 ISHARES TR NATIONAL MUN ETF 464288414 242917 2276 SH SOLE 2276 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 2113818 15673 SH SOLE 15673 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 4144566 51117 SH SOLE 51117 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 56796689 1117605 SH SOLE 1117605 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 745200 11040 SH SOLE 11040 0 0 ISHARES TR CORE DIV GRWTH 46434V621 56241955 1091441 SH SOLE 1091441 0 0 ISHARES TR TRS FLT RT BD 46434V860 56688686 1118782 SH SOLE 1118782 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 5034980 100099 SH SOLE 100099 0 0 ISHARES TR CORE US AGGBD ET 464287226 664101 6780 SH SOLE 6780 0 0 ISHARES TR CORE MSCI EAFE 46432F842 965250 14300 SH SOLE 14300 0 0 ISHARES TR CORE S&P500 ETF 464287200 987693 2216 SH SOLE 2216 0 0 ISHARES TR US INFRASTRUC 46435U713 24330544 622583 SH SOLE 622583 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 99725092 2068556 SH SOLE 2068556 0 0 ISHARES TR MSCI INTL QUALTY 46434V456 1121756 31510 SH SOLE 31510 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 56833164 764606 SH SOLE 764606 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 5013148 99983 SH SOLE 99983 0 0 LISTED FD TR OVERLAY 53656F581 71615362 2573232 SH SOLE 2573232 0 0 PIMCO ETF TR SR LN ACTIVE ETF 72201R627 49769536 997385 SH SOLE 997385 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 5011045 50231 SH SOLE 50231 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 71650194 539819 SH SOLE 539819 0 0 SPDR INDEX SHS FDS S&P NORTH AMER 78463X152 11438734 222068 SH SOLE 222068 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 735402 1659 SH SOLE 1659 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 396640 13777 SH SOLE 13777 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 386740 15244 SH SOLE 15244 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 99817534 3390541 SH SOLE 3390541 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 2945966 54114 SH SOLE 54114 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 16525793 40576 SH SOLE 40576 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2335835 8255 SH SOLE 8255 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 56053456 809904 SH SOLE 809904 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E307 665242 17465 SH SOLE 17465 0 0