Advisory Advocates, LLC - Portfolio overview

Advisory Advocates, LLC has 160 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SDVD - FIRST TR EXCH TRADED FD III, 3.33%
2. VOO - VANGUARD INDEX FDS, 2.28%
3. SPXX - NUVEEN S&P 500 DYNAMIC OVERW, 2.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.