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) 41

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

Sector Weighting

Basic Materials 0.83%
Capital Goods 1.23%
Conglomerates 0.05%
Consumer Cyclical 0.66%
Consumer/Non-Cyclical 2.87%
Energy 12.46%
Financial 62.53%
Healthcare 3.61%
Services 5.86%
Technology 3.47%
Transportation 1.41%
Utilities 3.6%

281 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ENERPLUS CORP COM 22 New 941
CVR REFNG LP COMUNIT REP LT 21 New 886
ISHARES TR 7-10 Y TR BD ETF 21 New 200
EQUITY COMWLTH COM SH BEN INT 21 -27 (56.18) 780
MID CON ENERGY PARTNERS LP COM UNIT REPST 20 New 900
ALPINE TOTAL DYNAMIC DIVID FD COM SH BEN INT N 20 -2 (10) 2,250
BP PRUDHOE BAY RTY TR UNIT BEN INT 19 New 200
PEAPACK-GLADSTONE FINL CORP COM 19 New 1,000
SANDRIDGE ENERGY INC COM 18 New 3,500
DREYFUS APPRECIATION FD INC COM 18 18 New 324
BLACKROCK EQUITY DIVID FD INSTL CL 18 18 New 708
INDEXIQ ETF TR IQ GLB RES ETF 18 New 600
NVR INC COM 18 New 15
PINNACLE WEST CAP CORP COM 17 New 300
BUFFALO SMALL CAP FD INC COM 17 17 New 497
DIREXION SHS ETF TR TL BD MKT BEAR 17 17 New 500
EXCEL TR INC COM 17 New 1,300
ISHARES NAT AMT FREE BD 17 -22 (57.14) 150
NORTHERN FDS SM CAP VALUE 16 16 New 768
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 16 New 315


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