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 0.81%
Capital Goods 1.18%
Conglomerates 0.05%
Consumer Cyclical 0.67%
Consumer/Non-Cyclical 2.91%
Energy 12.19%
Financial 62.71%
Healthcare 3.68%
Services 5.86%
Technology 3.51%
Transportation 1.44%
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
DIVINE INC CL A NEW New 391
TRADER CLASSIFIED MEDIA N V NY REGSTR CL A New 100
VANGUARD FIXED INCOME SECS FD STRM INVGRA AD New 1
COLUMBIA FDS SER TR II MASS LTD DURTN BD Z New 11
ADVISORS INNER CIRCLE FD ACADIAN EMRGN New 11
MAINSTAY FDS TR US SM CAP FD A 1 1 New 47
MAINSTAY FDS TR ICAP SEL EQ CL A 1 1 New 24
CITIGROUP INC COM NEW 2 New 30
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 2 New 805
WHITING USA TR I TR UNIT 2 New 750
DIAMOND OFFSHORE DRILLING INC COM 2 New 50
POWERSHARES ETF TRUST DYN MEDIA PORT 2 New 77
COMPETITIVE TECHNOLOGIES INC COM 2 2 New 10,000
ELFUN TAX EXEMPT INCOME FD UNIT CTF 2 2 New 183
MAINSTAY FDS TR GROWTH ALLO CL A 2 2 New 135
FIRST TR S&P REIT INDEX FD COM 2 New 112
COCA COLA ENTERPRISES INC NEW COM 2 New 50
ELFUN DIVERSIFIED FD FD UNIT 2 2 New 116
ELFUN INCOME FD COM 3 3 New 226
FIRST TR EXCHANGE TRADED FD II CONSUMR DISCRE 3 New 87


Latest News Headlines

View All
Create your free portfolio