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
101Schwab Strategic Trust 27,150790.9K $
102Copart Inc 23,285773.1K $
103iShares Core Dividend Growth ETF 10,689750.2K $
104Johnson & Johnson 2,889706.2K $
105Truist Financial Corp 14,737677.5K $
106DoorDash Inc 4,383658.1K $
107Euronet Worldwide Inc 9,177609.1K $
108ALPS ETF Trust 11,484604.5K $
109iShares National Muni Bond ETF 5,336566.4K $
110State Street SPDR S&P 500 ETF Trust 853554.5K $
111Cisco Systems, Inc. 7,143554.2K $
112iShares Russell Mid-Cap Value 3,675535.6K $
113Exxon Mobil Corp 3,068520.5K $
114Procter & Gamble Co/The 3,571515.8K $
115Cencora Inc 1,608505.1K $
116Walmart Inc 4,013498.7K $
117Global Payments Inc 7,374496.3K $
118Oracle Corp 3,366495.2K $
119McDonald's Corp. 1,587493.2K $
120iShares Trust 9,616486.9K $
121PepsiCo Inc 3,057474.7K $
122Electronic Arts Inc 1,925392.5K $
123Simplify MBS ETF 7,564374.1K $
124QUALCOMM Inc 2,545327.7K $
125Chevron Corp 1,510312.4K $
126Vanguard Index Funds 1,305283.5K $
127JPMorgan Chase & Co 847249.2K $
128Vanguard Large-Cap ETF 789235.8K $
129PIMCO FUNDS 4,772235.6K $
130Mondelez International Inc 3,987229.8K $
131VANGUARD SCOTTSDALE FUNDS 2,387223.8K $
132Colgate-Palmolive Co 2,601221.7K $
133Angel Oak Funds Trust 10,633220.9K $