Long-term investor
Advocacy Wealth Management, LLC @advocacywealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001569452).
Record
- Tracked since 2025-06-30 (441 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months n/a · 1 year +14.5% · all +14.5%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 18.4% · long · since 2025-06-30
- EMXC · 4.5% · long · since 2025-06-30
- SPDW · 4.2% · long · since 2025-06-30
- IVW · 4.0% · long · since 2025-06-30
- PYLD · 3.9% · long · since 2025-06-30
- LDUR · 3.9% · long · since 2025-06-30
- DYNF · 3.7% · long · since 2025-06-30
- IVE · 3.5% · long · since 2025-06-30
- BAI · 2.7% · long · since 2025-06-30
- CORO · 2.5% · long · since 2026-06-30
- FENI · 2.5% · long · since 2026-06-30
- SCHM · 2.3% · long · since 2025-06-30