ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 688
New Positions 122
Increased Positions 203
Decreased Positions 300
Positions with Activity 503
Sold Out Positions 137
Total Mkt Value (in $ millions) 147

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

Sector Weighting

Basic Materials 0.16%
Capital Goods 0.15%
Conglomerates 0.13%
Consumer Cyclical 0.24%
Consumer/Non-Cyclical 0.72%
Energy 3.34%
Financial 80.46%
Healthcare 0.62%
Services 2.12%
Technology 0.9%
Transportation 0.46%
Utilities 1.91%

688 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BROADRIDGE FINL SOLUTIONS INC COM 34 34 New 562
3M CO COM 33 -3 (8.68) 200
EATON VANCE RISK MNGD DIV EQTY COM 33 -1 (2.78) 3,500
POWERSHARES ETF TR II EURO CUR HDG 33 16 88.77 1,361
PRICE T ROWE GROUP INC COM 33 33 New 436
THOMSON REUTERS CORP COM 33 33 New 798
TRUST FOR PROFESSIONAL MNGRS MUNI BD RETAIL 32 32 New 1,294
EATON CORP PLC SHS 32 New 500
DOW CHEM CO COM 32 (0.83) 600
ALPINE SER TR DYNAMIC DIVIDN 31 New 8,845
OCCIDENTAL PETE CORP DEL COM 31 1.50 406
MATTEL INC COM 31 New 1,000
MUTUAL FD SER TR EVT HL&LF SC N 31 New 1,638
SELECT SECTOR SPDR TR SBI CONS STPLS 31 14 86.16 592
HONEYWELL INTL INC COM 31 15 90.14 270
MONDELEZ INTL INC CL A 31 1 2.73 716
VECTOR GROUP LTD COM 31 -23 (42.58) 1,424
FIDELITY SELECT PORTFOLIOS HEALTH CARE PT 30 New 159
CAPITAL PRODUCT PARTNERS L P COM UNIT LP 30 -17 (35.74) 10,700
WASTE MGMT INC DEL COM 29 -18 (37.5) 500