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 0.84%
Capital Goods 1.17%
Conglomerates 0.05%
Consumer Cyclical 0.66%
Consumer/Non-Cyclical 2.88%
Energy 12.35%
Financial 62.74%
Healthcare 3.59%
Services 5.84%
Technology 3.47%
Transportation 1.43%
Utilities 3.56%

281 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARTISAN PTRNS FDS INC INTL FD INV 81 81 New 2,609
PFIZER INC COM 80 48 153.09 2,741
GENERAL MLS INC COM 79 79 New 1,500
PHILIP MORRIS INTL INC COM 79 55 233.81 928
INTERNATIONAL BUSINESS MACHS COM 78 67 598.28 405
SYSCO CORP COM 77 62 414.11 2,041
OAKTREE CAP GROUP LLC UNIT CL A 77 10 14.82 1,550
ABBVIE INC COM 75 65 684.21 1,341
MASTERCARD INC CL A 75 75 New 970
STATE STR CORP COM 72 72 New 1,000
GOOGLE INC CL A 72 55 335.71 122
GLAXOSMITHKLINE PLC SPONSORED ADR 71 New 1,475
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN 71 New 2,000
GOOGLE INC CL C 70 54 335.71 122
FRANKLIN CUSTODIAN FDS INC INCOME ADVISR 70 70 New 27,492
CVR PARTNERS LP COM 68 -40 (36.85) 4,370
TOTAL S A SPONSORED ADR 66 New 1,000
NIKE INC CL B 66 66 New 828
SELECT SECTOR SPDR TR SBI HEALTHCARE 64 New 1,000
BLACKROCK KELSO CAPITAL CORP COM 61 -9 (13.07) 6,650