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) 40

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

Sector Weighting

Basic Materials 0.8%
Capital Goods 1.17%
Conglomerates 0.05%
Consumer Cyclical 0.66%
Consumer/Non-Cyclical 2.93%
Energy 12.26%
Financial 62.64%
Healthcare 3.71%
Services 5.88%
Technology 3.5%
Transportation 1.4%
Utilities 3.58%

281 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NORTHERN TIER ENERGY LP COM UN REPR PART 116 -15 (11.82) 4,850
NUSTAR ENERGY LP UNIT COM 113 -13 (10.5) 1,704
COCA COLA CO COM 112 New 2,675
SOUTHERN CO COM 112 99 745.88 2,563
JPMORGAN CHASE & CO COM 112 99 768.25 1,832
MCDONALDS CORP COM 112 104 1,311.91 1,186
VERIZON COMMUNICATIONS INC COM 112 19 20.30 2,222
GENERAL DYNAMICS CORP COM 112 112 New 864
VANGUARD INDEX FDS TOTAL STK MKT 110 -10 (8.62) 1,060
GLOBAL PARTNERS LP COM UNITS 108 3 3.06 2,529
RHINO RESOURCE PARTNERS LP COM UNIT REPST 108 -57 (34.78) 9,000
VISA INC COM CL A 99 87 729.09 456
DOW CHEM CO COM 98 50 103.67 1,833
WAL-MART STORES INC COM 96 71 274.03 1,253
CAPITAL PRODUCT PARTNERS L P COM UNIT LP 94 -70 (42.81) 9,350
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 92 92 New 3,350
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 87 28 46.30 948
CONOCOPHILLIPS COM 87 24 38.77 1,081
PFIZER INC COM 83 50 153.09 2,741
MV OIL TR TR UNITS 83 -62 (42.86) 3,200