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
ISHARES TR RUS MID-CAP ETF 481 -16 (3.31) 2,925
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 424 -10 (2.31) 5,290
PPL CORP COM 413 17 4.38 11,920
MARTIN MIDSTREAM PRTNRS L P UNIT L P INT 403 -33 (7.46) 10,268
ASTRAZENECA PLC SPONSORED ADR 396 26 7.14 5,206
VANGUARD INDEX FDS REIT ETF 377 200 113.17 4,888
AMERICAN CAPITAL AGENCY CORP COM 372 33 9.77 15,735
PROCTER & GAMBLE CO COM 358 134 60.24 4,304
VANGUARD INDEX FDS MID CAP ETF 351 113 47.28 2,894
REGENCY ENERGY PARTNERS L P COM UNITS L P 316 -2 (0.58) 9,596
HI-CRUSH PARTNERS LP COM UNIT LTD 311 -128 (29.13) 4,500
PROSPECT CAPITAL CORPORATION COM 304 -46 (13.23) 29,525
HOME DEPOT INC COM 279 94 50.51 2,980
DORCHESTER MINERALS LP COM UNIT 272 -26 (8.6) 7,975
CHENIERE ENERGY PARTNERS LP COM UNIT 248 -16 (6.2) 7,502
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 244 158 183.45 8,033
EXXON MOBIL CORP COM 241 236 4,740 2,420
AMERIGAS PARTNERS L P UNIT L P INT 235 -51 (17.81) 5,075
HATTERAS FINL CORP COM 231 21 9.92 11,630
PEPSICO INC COM 229 201 725 2,475


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