ADVOCACY WEALTH MANAGEMENT SERVICES, LLC Information

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

Report Date: 09/30/2013

Position Statistics

Total Positions 282
New Positions 75
Increased Positions 141
Decreased Positions 40
Positions with Activity 181
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 0.97%
Capital Goods 1.12%
Conglomerates 0.06%
Consumer Cyclical 0.67%
Consumer/Non-Cyclical 2.88%
Energy 12.57%
Financial 62.58%
Healthcare 3.61%
Services 5.78%
Technology 3.35%
Transportation 1.41%
Utilities 3.54%

282 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 82 82 New 2,609
GENERAL MLS INC COM 80 80 New 1,500
PHILIP MORRIS INTL INC COM 80 56 233.81 928
GLAXOSMITHKLINE PLC SPONSORED ADR 79 New 1,475
CVR PARTNERS LP COM 79 -46 (36.85) 4,370
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 78 25 46.30 948
INTERNATIONAL BUSINESS MACHS COM 76 65 598.28 405
OAKTREE CAP GROUP LLC UNIT CL A 76 10 14.82 1,550
SYSCO CORP COM 76 61 414.11 2,041
MASTERCARD INC CL A 74 74 New 970
ABBVIE INC COM 74 64 684.21 1,341
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN 71 New 2,000
GOOGLE INC CL A 71 55 335.71 122
GOOGLE INC CL C 70 54 335.71 122
TOTAL S A SPONSORED ADR 70 New 1,000
FRANKLIN CUSTODIAN FDS INC INCOME ADVISR 70 70 New 27,492
STATE STR CORP COM 68 68 New 1,000
NIKE INC CL B 65 65 New 828
PIONEER NAT RES CO COM 65 New 286
SELECT SECTOR SPDR TR SBI HEALTHCARE 62 New 1,000