Titelia

Holdings of Advocacy Wealth Management, LLC

133 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 53.5 % of the equity sleeve

Sector breakdown

  • Funds 7.6 %
  • Technology 6.7 %
  • Health care 3.0 %
  • Financials 2.9 %
  • Communication 2.6 %
  • Consumer discretionary 1.7 %
  • Industrials 1.3 %
  • Consumer staples 1.2 %
  • Unattributed 73.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • NL 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1322.1B $99.46 %
2NL111.4M $0.54 %

Positions

RankCompanySharesValueWeight
1SPDR Series Trust 3,982,740304.8M $
2iShares Trust 510,593107.8M $
3State Street SPDR Portfolio Long Term Treasury ETF 3,978,825104.6M $
4PIMCO ETF TR 1,080,808103.6M $
5PIMCO Multisector Bond Active 3,923,285102.8M $
6State Street SPDR Portfolio Developed World ex-US ETF 2,076,37094.8M $
7iShares Trust 828,74593.7M $
8BlackRock ETF Trust 1,499,77587.3M $
9iShares Trust 402,17277.1M $
10BlackRock ETF Trust II 1,053,78754.6M $
11PIMCO FUNDS 1,058,73652.5M $
12DoubleLine Mortgage ETF 1,047,57551.7M $
13PIMCO ETF Trust 545,71950.4M $
14State Street SPDR Portfolio Emerging Markets ETF 1,033,60348.5M $
15iShares MSCI USA Momentum Factor ETF 201,44148.3M $
16BlackRock ETF Trust 1,218,80744.1M $
17Ishares Inc 516,57140.6M $
18Global X Funds 469,61433.3M $
19Invesco S&P 500 Equal Weight ETF 123,33423.7M $
20Alphabet Inc 81,43823.4M $
21iShares MBS ETF 228,92021.7M $
22Vanguard Charlotte Funds 447,56021.5M $
23NVIDIA Corp 118,31820.6M $
24Amazon.com Inc 98,48220.5M $
25Eli Lilly & Co 22,06220.3M $
26Microsoft Corp 50,99918.9M $
27iShares Trust 405,88718.7M $
28Ishares Gold Trust 185,36616.3M $
29Visa Inc 53,68616.2M $
30Intuit Inc 35,48615.3M $
31Netflix Inc 159,43215.3M $
32S&P Global Inc 34,97214.9M $
33Apple Inc 58,52914.9M $
34Coca-Cola Co/The 188,33914.3M $
35Charles Schwab Corp/The 152,20714.3M $
36Edwards Lifesciences Corp 178,16114.3M $
37Vertiv Holdings Co 56,49614.2M $
38Uber Technologies Inc 187,29113.5M $
39Arista Networks Inc 107,16013.2M $
40Palo Alto Networks Inc 81,98713.1M $
41Stryker Corp 39,09412.8M $
42ServiceNow Inc 122,74812.8M $
43Abbott Laboratories 124,01112.7M $
44Intercontinental Exchange Inc 76,93512.1M $
45Lowe's Cos Inc 49,03711.6M $
46Take-Two Interactive Software Inc 58,30511.5M $
47ASML Holding NV 8,61211.4M $
48Amphenol Corp 74,3829.4M $
49iShares Core MSCI EAFE ETF 93,1068.4M $
50Wisdomtree Artificial Intellig 227,0796.4M $
51iShares Trust 113,4935.8M $
52Vanguard Value ETF 27,9015.5M $
53Church & Dwight Co Inc 58,6585.5M $
54Invesco Ultra Short Duration E 108,8125.5M $
55JPMorgan Ultra-Short Income ETF 107,7095.5M $
56PIMCO Enhanced Short Maturity 54,1415.4M $
57Adobe Inc 21,5125.2M $
58iShares Ultra Short Duration B 98,6745M $
59State Street SPDR Portfolio S& 62,5044.9M $
60SP Funds S&P 500 Sharia Indust 74,6463.6M $
61Franklin Templeton ETF Trust 99,1793.3M $
62Invesco KBW Bank ETF 38,8633.1M $
63Invesco Russell 1000 Dynamic Multifactor ETF 49,2983M $
64iShares Intermediate Governmen 26,5562.8M $
65iShares Trust 11,1802.4M $
66Vanguard S&P 500 ETF 3,6602.2M $
67SP Funds S&P World ex-US ETF 76,8062.2M $
68SP Funds Dow Jones Global Suku 118,9172.1M $
69Ishares Inc 45,7821.8M $
70Meta Platforms Inc 3,1501.8M $
71JB Hunt Transport Services Inc 7,5111.6M $
72Marvell Technology Inc 15,1351.5M $
73Costco Wholesale Corp 1,4831.5M $
74iShares Core MSCI Emerging Markets ETF 20,8041.5M $
75Vanguard Growth ETF 3,1761.4M $
76Raymond James Financial Inc 9,2621.3M $
77Monster Beverage Corp 17,5081.3M $
78iShares MSCI EAFE ETF 12,3451.2M $
79iShares Trust 16,0851.2M $
80iShares Core S&P 500 ETF 1,8221.2M $
81Globus Medical Inc 13,8051.2M $
82Schwab Strategic Trust 38,9731.2M $
83iShares Core U.S. Aggregate Bond ETF 11,8421.2M $
84AMETEK Inc 5,3701.2M $
85Alphabet Inc 3,8551.1M $
86Home Depot Inc/The 3,2121.1M $
87TJX Cos Inc/The 6,3891M $
88Labcorp Holdings Inc 3,8081M $
89Corning Inc 7,335997.3K $
90Corpay Inc 3,423996.1K $
91Dexcom Inc 15,700986K $
92iShares MSCI EAFE Growth ETF 8,601957.9K $
93Atlassian Corp 13,978954K $
94Broadridge Financial Solutions Inc 5,732931.3K $
95MSCI Inc 1,688909.8K $
96BlackRock ETF Trust II 16,856875.3K $
97TransUnion 12,494864.5K $
98Teradyne Inc 2,884855K $
99Invesco Exchange-Traded Fund T 14,898812.7K $
100AbbVie Inc 3,671798.4K $