ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

3350 RIVERWOOD PARKWAY, ATLANTA, Georgia, 30339, (404) 262-9283

Report Date: 09/30/2013

Position Statistics

Total Positions 281
New Positions 75
Increased Positions 140
Decreased Positions 40
Positions with Activity 180
Sold Out Positions 0
Total Mkt Value (in $ millions) 40

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.79%
Capital Goods 1.15%
Conglomerates 0.05%
Consumer Cyclical 0.66%
Consumer/Non-Cyclical 2.95%
Energy 12.27%
Financial 62.64%
Healthcare 3.72%
Services 5.88%
Technology 3.52%
Transportation 1.39%
Utilities 3.57%

75 New Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MEDTRONIC INC COM 152 152 New 2,304
UNION PAC CORP COM 145 145 New 1,340
GENERAL DYNAMICS CORP COM 111 111 New 864
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 91 91 New 3,350
ARTISAN PTRNS FDS INC INTL FD INV 80 80 New 2,609
GENERAL MLS INC COM 76 76 New 1,500
STATE STR CORP COM 74 74 New 1,000
MASTERCARD INC CL A 74 74 New 970
FRANKLIN CUSTODIAN FDS INC INCOME ADVISR 69 69 New 27,492
NIKE INC CL B 67 67 New 828
COSTCO WHSL CORP NEW COM 57 57 New 450
US BANCORP DEL COM NEW 55 55 New 1,285
FAMILY DLR STORES INC COM 51 51 New 650
BARCLAYS BK PLC ADR 2 PREF 2 51 51 New 2,000
COLGATE PALMOLIVE CO COM 50 50 New 760
PPG INDS INC COM 43 43 New 217
MERCK & CO INC NEW COM 33 33 New 547
WALGREEN CO COM 33 33 New 540
YUM BRANDS INC COM 32 32 New 445
NOVARTIS A G SPONSORED ADR 31 31 New 332