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 0.9%
Conglomerates 0.05%
Consumer Cyclical 0.67%
Consumer/Non-Cyclical 2.91%
Energy 12.14%
Financial 63.33%
Healthcare 3.5%
Services 5.99%
Technology 3.07%
Transportation 1.42%
Utilities 3.62%

329 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FIFTH STREET FINANCE CORP COM 200 -12 (5.76) 21,269
ISHARES CORE S&P500 ETF 198 -300 (60.26) 1,055
NAVIOS MARITIME PARTNERS L P UNIT LPI 195 33 20.35 10,230
NATIONAL GRID PLC SPON ADR NEW 192 24 14.54 2,758
KKR & CO L P DEL COM UNITS 188 -74 (28.19) 8,150
QUALCOMM INC COM 184 94 104.62 2,257
GENERAL ELECTRIC CO COM 178 106 148.75 6,689
HI-CRUSH PARTNERS LP COM UNIT LTD 177 -73 (29.13) 4,500
STONEMOR PARTNERS L P COM UNITS 168 24 17.05 6,908
LILLY ELI & CO COM 167 -36 (17.88) 2,756
JOHNSON & JOHNSON COM 158 83 108.74 1,601
MEDTRONIC INC COM 135 135 New 2,304
NORTHERN TIER ENERGY LP COM UN REPR PART 130 -17 (11.82) 4,850
UNION PAC CORP COM 127 127 New 670
SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 124 -38 (23.18) 2,900
INTEL CORP COM 124 21 19.96 4,597
RHINO RESOURCE PARTNERS LP COM UNIT REPST 124 -66 (34.78) 9,000
QR ENERGY LP UNIT LTD PRTNS 123 -63 (33.76) 6,670
WELLS FARGO & CO NEW COM 122 98 400 2,500
ILLINOIS TOOL WKS INC COM 120 103 610 1,420


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