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SOA Wealth Advisors

Latest statistics and disclosures from SOA Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWY, AAPL, VOO, NVDA, MSFT, and represent 34.57% of SOA Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: GRNY (+$6.4M), VOE, SPEM, VOO, IWY, NVDA, YJUN, NYF, EFA, EFIV.
Started 62 new stock positions in AIQ, IBDU, GSUS, DCRE, Global X Agtech & Food Innovation Etf, GBIL, GCOR, BRO, GDV, EQT.
Reduced shares in these 10 stocks: SPYV, IJK, DVY, BRK.B, DGRO, IJT, VOT, IJH, MPC, BAC.
Sold out of its positions in ARKF, NLY, ANSS, ADM, DJP, BBAI, CE, CELH, CRCL, CRWV.
SOA Wealth Advisors was a net buyer of stock by $3.2M.
SOA Wealth Advisors has $583M in assets under management (AUM), dropping by 9.56%.
Central Index Key (CIK): 0001849444

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Positions held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SOA Wealth Advisors

SOA Wealth Advisors holds 893 positions in its portfolio as reported in the September 2025 quarterly 13F filing

SOA Wealth Advisors has 893 total positions. Only the first 250 positions are shown.

Sign up to view all of the SOA Wealth Advisors Sept. 30, 2025 positions
Download the SOA Wealth Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell Top 200 Growth Etf Etf (IWY)	11.8	$69M		252k	273.65	View chart
Apple Stock (AAPL)	10.0	$58M		267k	217.87	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.6	$33M	+2%	53k	612.38	View chart
Nvidia Corporation Stock (NVDA)	4.1	$24M	+2%	160k	147.84	View chart
Microsoft Corp Stock (MSFT)	3.2	$19M		124k	149.06	View chart
Spdr S&p 500 Esg Etf Etf (EFIV)	2.2	$13M	+2%	198k	63.59	View chart
Amazon Stock (AMZN)	2.2	$13M		74k	169.11	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	2.0	$12M		276k	42.96	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	2.0	$12M	+10%	68k	174.58	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.7	$10M	-5%	147k	68.08	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.7	$9.9M		21k	468.41	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.6	$9.6M	-26%	173k	55.33	View chart
Ishares Select Dividend Etf Etf (DVY)	1.5	$8.9M	-9%	63k	142.10	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.5	$8.9M	-6%	18k	502.74	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	1.4	$8.2M	+354%	329k	24.99	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$8.2M		14k	600.36	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.4	$8.2M		56k	146.44	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	1.4	$8.1M	-13%	85k	95.89	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$7.1M		44k	163.37	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.2	$6.9M		355k	19.33	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	1.1	$6.6M	-6%	46k	141.50	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	1.1	$6.4M	-7%	22k	293.79	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.9	$5.4M	+5%	510k	10.65	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.9	$5.3M		7.00	754200.00	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.9	$5.0M	+4%	44k	113.88	View chart
Vanguard Growth Etf Etf (VUG)	0.8	$4.9M	-3%	10k	479.62	View chart
Ameriprise Finl Stock (AMP)	0.8	$4.9M		10k	491.26	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.8	$4.9M	+5%	35k	142.41	View chart
Ft Vest International Equity Moderate Buffer Etf - September Etf (YSEP)	0.8	$4.8M		187k	25.50	View chart
Ft Vest U.s. Equity Buffer Etf - October Etf (FOCT)	0.7	$4.1M		87k	47.51	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.6	$3.6M	+41%	77k	46.81	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.6	$3.4M		55k	61.62	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.6	$3.3M	-12%	51k	65.26	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.6	$3.3M	-6%	20k	166.10	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.6	$3.3M	-4%	28k	118.83	View chart
Vanguard Mid-cap Etf Etf (VO)	0.6	$3.2M	-2%	11k	293.73	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$3.1M		4.7k	666.17	View chart
Ishares New York Muni Bond Etf Etf (NYF)	0.5	$3.1M	+15%	58k	53.35	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.5	$3.1M	-3%	28k	110.59	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.5	$3.0M	-6%	15k	203.58	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.5	$2.9M	-2%	33k	87.88	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$2.9M	+10%	3.9k	734.46	View chart
American Express Stock (AXP)	0.5	$2.8M		8.6k	332.16	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.5	$2.8M	-8%	9.4k	297.63	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.5	$2.7M		29k	92.98	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$2.6M		3.9k	669.27	View chart
Vanguard Small-cap Etf Etf (VB)	0.4	$2.6M	-6%	10k	254.27	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.4	$2.6M	+2%	27k	96.55	View chart
Netflix Stock (NFLX)	0.4	$2.5M		19k	131.03	View chart
Oracle Corp Stock (ORCL)	0.4	$2.4M	+4%	8.6k	281.24	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$2.3M	-3%	3.1k	746.60	View chart
Vanguard Value Etf Etf (VTV)	0.4	$2.3M		12k	186.49	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$2.1M	-2%	145k	14.46	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.4	$2.1M	-6%	21k	97.08	View chart
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY)	0.4	$2.1M		39k	52.25	View chart
Nextera Energy Stock (NEE)	0.3	$1.7M		22k	75.49	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.3	$1.7M	-6%	13k	129.72	View chart
Cisco Sys Stock (CSCO)	0.3	$1.6M	-2%	24k	68.42	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.3	$1.6M		13k	122.45	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.3	$1.6M		13k	125.95	View chart
Grainger W W Stock (GWW)	0.3	$1.5M	-2%	1.6k	952.95	View chart
Ft Vest U.s. Equity Buffer Etf - April Etf (FAPR)	0.3	$1.5M		35k	43.50	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.3	$1.5M	-8%	75k	19.87	View chart
Palo Alto Networks Stock (PANW)	0.2	$1.4M	+3%	18k	80.18	View chart
Consolidated Edison Stock (ED)	0.2	$1.4M	+2%	14k	100.52	View chart
Home Depot Stock (HD)	0.2	$1.4M		24k	57.24	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$1.4M	-2%	6.7k	206.52	View chart
Ft Vest International Equity Moderate Buffer Etf - June Etf (YJUN)	0.2	$1.4M	+53%	55k	25.07	View chart
Ft Vest International Equity Moderate Buffer Etf (YMAR)	0.2	$1.4M		53k	26.26	View chart
Johnson & Johnson Stock (JNJ)	0.2	$1.4M		7.4k	185.41	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.2	$1.4M		10k	135.65	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$1.3M	+39%	14k	93.37	View chart
Goldman Sachs Group Stock (GS)	0.2	$1.3M	+9%	1.7k	796.23	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.2	$1.3M		8.4k	155.46	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.2	$1.2M	+8%	22k	55.95	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$1.2M		66k	17.91	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$1.2M	-5%	2.0k	596.01	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$1.1M	+8%	4.6k	243.53	View chart
Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.2	$1.1M	+7%	8.3k	133.10	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - May Etf (SMAY)	0.2	$1.1M	+29%	42k	25.32	View chart
Walmart Stock (WMT)	0.2	$1.1M		30k	34.54	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	0.2	$1.0M	+44%	19k	54.73	View chart
International Business Machs Stock (IBM)	0.2	$1.0M	+4%	3.7k	282.14	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.2	$1.0M	-12%	17k	58.72	View chart
Chevron Corp Stock (CVX)	0.2	$982k		6.3k	155.30	View chart
Disney Walt Stock (DIS)	0.2	$978k	+3%	8.5k	114.50	View chart
Visa Inc Com Cl A Stock (V)	0.2	$970k		24k	40.15	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$963k	-3%	18k	53.87	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - February Etf (SFEB)	0.2	$961k		42k	22.80	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$917k		7.6k	120.73	View chart
Ishares High Yield Muni Active Etf Etf (HIMU)	0.1	$864k	+9%	18k	49.19	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$821k		25k	32.88	View chart
Global X Social Media Etf Etf (SOCL)	0.1	$821k		14k	60.75	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$815k		2.5k	326.37	View chart
Ft Vest Us Equity Deep Buffer Etf - December Etf (DDEC)	0.1	$807k		18k	43.77	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$776k		2.1k	365.42	View chart
Broadcom Stock (AVGO)	0.1	$724k	+3%	17k	42.64	View chart
Cyberark Software Stock (CYBR)	0.1	$716k	-4%	1.5k	483.15	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$710k		5.6k	125.95	View chart
Tesla Stock (TSLA)	0.1	$661k		7.7k	86.05	View chart
Mcdonalds Corp Stock (MCD)	0.1	$654k	-4%	9.5k	69.00	View chart
Advanced Micro Devices Stock (AMD)	0.1	$653k	+8%	4.0k	161.79	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$641k	-3%	2.0k	328.17	View chart
Merck & Co Stock (MRK)	0.1	$633k		7.5k	83.93	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$623k		2.2k	281.86	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$622k	-12%	23k	27.30	View chart
Procter And Gamble Stock (PG)	0.1	$612k		16k	39.18	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$592k		1.2k	499.33	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$591k	-21%	6.8k	87.31	View chart
Lam Research Corp Stock (LRCX)	0.1	$585k	+3%	4.4k	133.90	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$572k	+21%	4.1k	140.95	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$560k	-4%	1.7k	320.02	View chart
Spdr S&p Semiconductor Etf Etf (XSD)	0.1	$558k		1.7k	319.06	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$558k		1.4k	402.42	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$557k		2.8k	201.56	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$552k	+4%	6.6k	83.53	View chart
At&t Stock (T)	0.1	$552k		20k	28.24	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$539k		2.0k	271.09	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.1	$539k	+35%	10k	51.91	View chart
Ft Vest U.s. Equity Deep Buffer Etf - June Etf (DJUN)	0.1	$536k		12k	46.50	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.1	$530k		4.2k	126.65	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$528k	-12%	1.9k	279.29	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$526k	+32%	2.9k	182.42	View chart
Ft Vest U.s. Equity Buffer Etf - September Etf (FSEP)	0.1	$507k	+3%	10k	50.54	View chart
Texas Instrs Stock (TXN)	0.1	$507k	+2%	2.8k	183.73	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$491k		2.1k	234.91	View chart
Blackstone Stock (BX)	0.1	$488k	+7%	2.9k	170.85	View chart
Costco Whsl Corp Stock (COST)	0.1	$477k		18k	26.80	View chart
Ishares Global Consumer Staples Etf Etf (KXI)	0.1	$475k		7.4k	64.37	View chart
Eli Lilly & Co Stock (LLY)	0.1	$471k		18k	26.66	View chart
Bank America Corp Stock (BAC)	0.1	$463k	-38%	9.0k	51.59	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$462k		73k	6.33	View chart
Invesco Building & Construction Etf Etf (PKB)	0.1	$457k		4.8k	95.60	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$445k		5.0k	89.14	View chart
Ft Vest Us Equity Buffer Etf - March Etf (FMAR)	0.1	$429k		9.2k	46.39	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$424k		13k	31.91	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$422k		5.3k	79.93	View chart
3M Stock (MMM)	0.1	$413k		2.7k	155.20	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$399k	+17%	813.00	490.38	View chart
Coca Cola Stock (KO)	0.1	$397k	-24%	6.0k	66.32	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$396k	+4%	3.4k	115.01	View chart
Ft Vest Us Equity Buffer Etf - December Etf (FDEC)	0.1	$392k		8.0k	49.24	View chart
Pepsico Stock (PEP)	0.1	$391k	-28%	2.8k	140.45	View chart
Caterpillar Stock (CAT)	0.1	$382k	+7%	800.00	477.08	View chart
Intel Corp Stock (INTC)	0.1	$368k	-22%	11k	33.55	View chart
Deere & Co Stock (DE)	0.1	$368k	-3%	804.00	457.12	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$367k		1.9k	195.90	View chart
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB)	0.1	$363k		6.6k	55.15	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.1	$357k	-5%	7.3k	48.68	View chart
Booking Holdings Stock (BKNG)	0.1	$357k		66.00	5402.73	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$349k		4.7k	74.36	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$349k	+2%	3.5k	100.24	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$344k		7.6k	45.21	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.1	$338k		6.7k	50.15	View chart
Qualcomm Stock (QCOM)	0.1	$324k		1.9k	166.40	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$323k	-15%	6.0k	53.40	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - November Etf (SNOV)	0.1	$321k		13k	24.72	View chart
Union Pac Corp Stock (UNP)	0.1	$311k		9.6k	32.21	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.1	$309k		7.0k	44.10	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$306k	-14%	3.9k	78.37	View chart
Ft Vest International Equity Moderate Buffer Etf - December Etf (YDEC)	0.1	$304k		12k	25.68	View chart
Boeing Stock (BA)	0.1	$302k		1.4k	215.83	View chart
Intercontinental Exchange Stock (ICE)	0.1	$299k		13k	24.00	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$285k	-12%	3.3k	86.31	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$283k		2.7k	104.30	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$282k		608.00	463.74	View chart
Starbucks Corp Stock (SBUX)	0.0	$280k		3.3k	84.61	View chart
Interpublic Group Cos Stock (IPG)	0.0	$279k		10k	27.91	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$279k	-26%	575.00	484.88	View chart
Verizon Communications Stock (VZ)	0.0	$275k		17k	16.00	View chart
Ge Aerospace Stock (GE)	0.0	$274k	+12%	912.00	300.80	View chart
Abbvie Stock (ABBV)	0.0	$270k		18k	15.28	View chart
Nike Inc Cl B Stock (NKE)	0.0	$267k	-13%	3.8k	69.73	View chart
Williams Cos Stock (WMB)	0.0	$262k		66k	3.99	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$262k		262k	1.00	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$261k		5.8k	45.10	View chart
Ft Vest Nasdaq-100 Buffer Etf - December Etf (QDEC)	0.0	$260k		8.4k	31.12	View chart
Alliancebernstein Global High Cef (AWF)	0.0	$259k		23k	11.21	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$259k		3.4k	75.74	View chart
Blackrock Stock (BLK)	0.0	$256k		13k	19.67	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$250k	+12%	1.4k	178.73	View chart
Wells Fargo Stock (WFC)	0.0	$250k		3.0k	83.82	View chart
Arista Networks Stock (ANET)	0.0	$246k	+59%	1.7k	145.71	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$246k	+205%	342.00	718.54	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$243k		218k	1.11	View chart
Unitedhealth Group Stock (UNH)	0.0	$239k	-43%	692.00	345.47	View chart
Ft Vest U.s. Equity Deep Buffer Etf - May Etf (DMAY)	0.0	$238k		5.4k	44.32	View chart
Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT)	0.0	$232k		5.4k	43.21	View chart
Analog Devices Stock (ADI)	0.0	$231k		938.00	245.80	View chart
Navios Maritime Partners L P Com Unit Lpi Stock (NMM)	0.0	$231k		5.1k	45.05	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$229k		2.1k	111.49	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$227k	-4%	2.4k	95.47	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$225k	-8%	2.5k	89.77	View chart
Linde Stock (LIN)	0.0	$224k	+63%	472.00	475.00	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$222k	+2%	1.1k	209.26	View chart
Proshares Ultra Dow30 Etf (DDM)	0.0	$218k		2.0k	107.28	View chart
Royal Bk Cda Stock (RY)	0.0	$211k		1.4k	147.32	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$211k		6.7k	31.27	View chart
Assured Guaranty Stock (AGO)	0.0	$211k		2.5k	84.65	View chart
Ge Vernova Stock (GEV)	0.0	$209k		56k	3.77	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$208k	+700%	800.00	260.43	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$205k		2.2k	94.32	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$204k		1.8k	111.23	View chart
Salesforce Stock (CRM)	0.0	$202k	-22%	854.00	237.00	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$202k	+9%	7.8k	25.79	View chart
Lowes Cos Stock (LOW)	0.0	$198k		787.00	251.47	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$198k		454.00	435.01	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$197k	+191%	913.00	215.79	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$188k		827.00	227.73	View chart
Uber Technologies Stock (UBER)	0.0	$183k	+20%	1.9k	97.97	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$183k		2.4k	76.39	View chart
Invesco Global Water Etf Etf (PIO)	0.0	$180k		4.0k	44.90	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$180k	-28%	2.7k	67.83	View chart
Pfizer Stock (PFE)	0.0	$179k	-10%	7.0k	25.48	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$179k		6.0k	29.64	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$179k		2.8k	63.58	View chart
Philip Morris Intl Stock (PM)	0.0	$177k		35k	5.03	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$173k		4.9k	35.48	View chart
Colgate Palmolive Stock (CL)	0.0	$172k		2.2k	79.93	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$172k		302.00	569.13	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$172k		3.4k	49.95	View chart
Kla Corp Stock (KLAC)	0.0	$168k	+116%	156.00	1079.56	View chart
United States Antimony Corp Stock (UAMY)	0.0	$168k		27k	6.20	View chart
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN)	0.0	$167k		4.0k	42.15	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$167k		1.2k	139.65	View chart
Wp Carey Reit (WPC)	0.0	$164k		2.4k	67.56	View chart
S&p Global Stock (SPGI)	0.0	$164k		15k	10.72	View chart
Amgen Stock (AMGN)	0.0	$162k		574.00	282.04	View chart
Spdr Gold Shares Etf (GLD)	0.0	$162k	+114%	455.00	355.47	View chart
Morgan Stanley Stock (MS)	0.0	$158k		996.00	158.92	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$156k		1.7k	91.57	View chart
Apollo Global Mgmt Stock (APO)	0.0	$156k	+8%	1.2k	133.27	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - August Etf (SAUG)	0.0	$155k	+256%	6.2k	25.04	View chart
Automatic Data Processing Stock (ADP)	0.0	$155k	+64%	527.00	293.44	View chart
Parker-hannifin Corp Stock (PH)	0.0	$154k		16k	9.69	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$154k	-8%	389.00	396.20	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	0.0	$153k		3.3k	46.82	View chart
Adobe Stock (ADBE)	0.0	$153k		433.00	352.75	View chart
The Cigna Group Stock (CI)	0.0	$153k		529.00	288.27	View chart
Ft Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB)	0.0	$152k		3.3k	46.54	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$152k		2.3k	65.00	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$150k		1.8k	82.96	View chart
Greystone Housing Impact Inves Ben Unit Ctf Stock (GHI)	0.0	$149k		15k	10.30	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.0	$148k	-7%	2.6k	56.11	View chart
Cadence Design System Stock (CDNS)	0.0	$148k	+61%	422.00	351.26	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.0	$147k		935.00	157.56	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$147k		1.6k	89.55	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$146k		2.8k	52.83	View chart
Dte Energy Stock (DTE)	0.0	$145k	+5%	1.0k	141.48	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$144k		54k	2.66	View chart

Past Filings by SOA Wealth Advisors

SEC 13F filings are viewable for SOA Wealth Advisors going back to 2020

SOA Wealth Advisors 2025 Q3 filed Oct. 21, 2025
SOA Wealth Advisors 2025 Q2 filed July 18, 2025
SOA Wealth Advisors 2025 Q1 filed April 14, 2025
SOA Wealth Advisors 2024 Q4 restated filed Feb. 6, 2025
SOA Wealth Advisors 2024 Q4 filed Jan. 28, 2025
SOA Wealth Advisors 2024 Q3 restated filed Nov. 20, 2024
SOA Wealth Advisors 2024 Q3 filed Oct. 9, 2024
SOA Wealth Advisors 2024 Q2 filed July 17, 2024
SOA Wealth Advisors 2024 Q1 filed April 10, 2024
SOA Wealth Advisors 2023 Q4 filed Jan. 10, 2024
SOA Wealth Advisors 2023 Q3 filed Oct. 10, 2023
SOA Wealth Advisors 2023 Q2 filed July 7, 2023
SOA Wealth Advisors 2023 Q1 filed April 28, 2023
SOA Wealth Advisors 2022 Q4 filed Jan. 10, 2023
SOA Wealth Advisors 2022 Q3 filed Oct. 7, 2022
SOA Wealth Advisors 2022 Q2 filed July 13, 2022

View all past filings

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