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 0.85%
Capital Goods 1.14%
Conglomerates 0.05%
Consumer Cyclical 0.67%
Consumer/Non-Cyclical 2.89%
Energy 12.34%
Financial 62.81%
Healthcare 3.54%
Services 5.82%
Technology 3.45%
Transportation 1.44%
Utilities 3.59%

281 Positions as of 09/30/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
VANGUARD FIXED INCOME SECS FD STRM INVGRA AD New 1
ADVISORS INNER CIRCLE FD ACADIAN EMRGN New 11
COLUMBIA FDS SER TR II MASS LTD DURTN BD Z New 11
NVR INC COM 17 New 15
MAINSTAY FDS TR ICAP SEL EQ CL A 1 1 New 24
CITIGROUP INC COM NEW 1 New 30
LEAR CORP COM NEW 3 3 New 33
CHEVRON CORP NEW COM 5 New 40
MAINSTAY FDS TR US SM CAP FD A 1 1 New 47
COCA COLA ENTERPRISES INC NEW COM 2 New 50
DIAMOND OFFSHORE DRILLING INC COM 2 New 50
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 3 New 50
MONSANTO CO NEW COM 6 New 50
UNITED TECHNOLOGIES CORP COM 5 New 50
TOYOTA MOTOR CORP SP ADR REP2COM 6 New 55
WISDOMTREE TR MIDCAP DIVI FD 5 New 57
FIRST TR EXCHANGE TRADED FD II HLTH CARE ALPH 3 New 59
SCHLUMBERGER LTD COM 7 New 68
POWERSHARES ETF TRUST DYN MEDIA PORT 2 New 77
TERRA NITROGEN CO L P COM UNIT 12 New 80


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