ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

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

Report Date: 09/30/2013

Position Statistics

Total Positions 329
New Positions 74
Increased Positions 140
Decreased Positions 88
Positions with Activity 228
Sold Out Positions 48
Total Mkt Value (in $ millions) 38

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

Sector Weighting

Basic Materials 1.02%
Capital Goods 0.89%
Conglomerates 0.05%
Consumer Cyclical 0.65%
Consumer/Non-Cyclical 2.91%
Energy 12.12%
Financial 63.35%
Healthcare 3.48%
Services 6.02%
Technology 3.07%
Transportation 1.42%
Utilities 3.65%

329 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES RUS MID-CAP ETF 441 -15 (3.31) 2,925
MARTIN MIDSTREAM PRTNRS L P UNIT L P INT 432 -35 (7.46) 10,268
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 424 -10 (2.31) 5,290
PPL CORP COM 396 17 4.38 11,920
VANGUARD INDEX FDS REIT ETF 351 186 113.17 4,888
AMERICAN CAPITAL AGENCY CORP COM 350 31 9.77 15,735
PROCTER & GAMBLE CO COM 348 131 60.24 4,304
ASTRAZENECA PLC SPONSORED ADR 325 22 7.14 5,206
PROSPECT CAPITAL CORPORATION COM 320 -49 (13.23) 29,525
VANGUARD INDEX FDS MID CAP ETF 320 103 47.28 2,894
REGENCY ENERGY PARTNERS L P COM UNITS L P 257 -1 (0.58) 9,596
CHENIERE ENERGY PARTNERS LP COM UNIT 251 -17 (6.2) 7,502
EXXON MOBIL CORP COM 239 234 4,740 2,420
HATTERAS FINL CORP COM 229 21 9.92 11,630
HOME DEPOT INC COM 226 76 50.51 2,980
AMERIGAS PARTNERS L P UNIT L P INT 223 -48 (17.81) 5,075
DORCHESTER MINERALS LP COM UNIT 218 -21 (8.6) 7,975
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 215 139 183.45 8,033
PEPSICO INC COM 208 183 725 2,475
LINN ENERGY LLC UNIT LTD LIAB 201 -54 (21.14) 7,093