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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, MSFT, NVDA, and represent 34.77% of SOA Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYV, DLPN, VOO, EFIV, NYF, FAUG, YJUN, DJUN, ICF, META.
Started 21 new stock positions in Te Connectivity, Ishares Ethereum Etf, DAUG, Blackrock, GTLS, Sirius XM Holdings, Ginkgo Bioworks Holdings Inc Cl A, Sify Technologies, AHR, Gabelli Util Tr. SOWG, APP, NYCB, DY, GAUG, Grayscale Bitcoin Mini Trust BTC, DLPN, AXON, LYV, MJ, EMO.
Reduced shares in these 10 stocks: LRCX, AAPL, DGRO, SUSA, DVY, NKE, CLF, TSLA, IWX, MCD.
Sold out of its positions in BLK, BST, BIPC, Buzzfeed Inc Class A, CEM, CLF, HAUZ, DPST, DPG, SATS.
SOA Wealth Advisors was a net seller of stock by $-3.6M.
SOA Wealth Advisors has $524M in assets under management (AUM), dropping by 5.48%.
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 840 positions in its portfolio as reported in the September 2024 quarterly 13F filing

SOA Wealth Advisors has 840 total positions. Only the first 250 positions are shown.

Sign up to view all of the SOA Wealth Advisors Sept. 30, 2024 positions
Download the SOA Wealth Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell Top 200 Growth Etf Etf (IWY)	12.4	$65M		297k	220.05	View chart
Apple Stock (AAPL)	10.8	$56M		242k	233.00	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.3	$28M	+2%	53k	527.67	View chart
Microsoft Corp Stock (MSFT)	3.4	$18M		42k	430.30	View chart
Nvidia Corporation Stock (NVDA)	2.8	$15M		121k	121.44	View chart
Amazon Stock (AMZN)	2.4	$12M		67k	186.33	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	2.2	$11M	-7%	183k	62.69	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.1	$11M		24k	460.26	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	2.1	$11M		118k	91.93	View chart
Ishares Select Dividend Etf Etf (DVY)	2.0	$10M	-4%	76k	135.07	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	1.9	$9.9M		264k	37.37	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.6	$8.6M		23k	375.38	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.6	$8.5M		17k	488.06	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	1.6	$8.2M	-2%	59k	139.49	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.5	$8.1M	+40%	153k	52.86	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	1.4	$7.3M	-6%	60k	120.37	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	1.4	$7.1M		29k	243.47	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	1.3	$6.9M		41k	167.67	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$6.2M		37k	165.85	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.2	$6.2M	-2%	73k	84.17	View chart
Spdr S&p 500 Esg Etf Etf (EFIV)	1.1	$5.6M	+10%	100k	55.76	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	1.0	$5.5M	-2%	51k	108.79	View chart
Oracle Corp Stock (ORCL)	1.0	$5.4M		31k	170.40	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.9	$4.8M		7.00	691180.00	View chart
Ameriprise Finl Stock (AMP)	0.9	$4.6M		9.9k	469.81	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.9	$4.5M		41k	107.65	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$4.4M		21k	210.86	View chart
Vanguard Growth Etf Etf (VUG)	0.8	$4.2M	+2%	11k	383.93	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.8	$4.1M		66k	62.32	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.7	$3.9M		353k	11.11	View chart
Ft Vest U.s. Equity Buffer Etf - October Etf (FOCT)	0.7	$3.8M		89k	42.25	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.7	$3.7M		31k	116.96	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.6	$3.4M	-6%	32k	107.66	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.6	$3.4M	-7%	42k	81.27	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.6	$3.4M		13k	267.36	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.6	$3.3M	-6%	111k	29.83	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.6	$3.3M	+6%	50k	65.91	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.6	$3.3M		17k	189.80	View chart
Vanguard Mid-cap Etf Etf (VO)	0.6	$3.2M		12k	263.83	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.6	$3.2M	+3%	16k	200.79	View chart
Vanguard Small-cap Etf Etf (VB)	0.6	$3.0M	-3%	12k	237.22	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$2.9M		5.1k	573.74	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.5	$2.6M	-2%	26k	101.87	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$2.5M	-6%	4.3k	576.77	View chart
Grainger W W Stock (GWW)	0.5	$2.5M		2.4k	1038.71	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.5	$2.4M		27k	88.14	View chart
Vanguard Value Etf Etf (VTV)	0.4	$2.3M	-3%	13k	174.57	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$2.3M	-2%	3.9k	586.47	View chart
American Express Stock (AXP)	0.4	$2.2M	+2%	8.0k	271.19	View chart
Consolidated Edison Stock (ED)	0.4	$2.1M		20k	104.13	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$2.1M	+6%	25k	83.63	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.4	$1.9M		16k	123.62	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$1.9M		34k	57.41	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$1.8M	+9%	3.2k	572.37	View chart
Nextera Energy Stock (NEE)	0.4	$1.8M	+3%	22k	84.53	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.3	$1.8M	-2%	15k	117.62	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.3	$1.5M	+9%	11k	140.44	View chart
Ishares New York Muni Bond Etf Etf (NYF)	0.3	$1.5M	+45%	27k	54.33	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$1.4M		7.3k	197.16	View chart
Mcdonalds Corp Stock (MCD)	0.3	$1.4M	-15%	4.7k	304.53	View chart
Cisco Sys Stock (CSCO)	0.3	$1.4M	-5%	27k	53.22	View chart
Home Depot Stock (HD)	0.3	$1.4M		3.5k	405.25	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.3	$1.4M		2.4k	569.76	View chart
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY)	0.3	$1.4M		30k	46.51	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.3M		8.3k	162.06	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.3	$1.3M		21k	65.00	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.2	$1.3M	+5%	31k	41.28	View chart
Advanced Micro Devices Stock (AMD)	0.2	$1.2M		7.0k	164.07	View chart
Disney Walt Stock (DIS)	0.2	$1.1M	-9%	12k	96.19	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$1.1M	-12%	7.9k	136.35	View chart
Netflix Stock (NFLX)	0.2	$1.1M		1.5k	709.27	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$1.1M		13k	84.53	View chart
Merck & Co Stock (MRK)	0.2	$973k		8.6k	113.56	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.2	$955k		8.3k	114.97	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$947k		4.3k	220.88	View chart
Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.2	$901k		6.9k	129.79	View chart
Palo Alto Networks Stock (PANW)	0.2	$891k	+10%	2.6k	341.80	View chart
Chevron Corp Stock (CVX)	0.2	$885k		6.0k	147.27	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$872k		19k	45.32	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$862k		9.0k	95.75	View chart
Pepsico Stock (PEP)	0.2	$834k		4.9k	170.06	View chart
Eli Lilly & Co Stock (LLY)	0.1	$766k	+2%	864.00	886.04	View chart
Goldman Sachs Group Stock (GS)	0.1	$765k		1.5k	495.20	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.1	$764k		17k	44.82	View chart
Bank America Corp Stock (BAC)	0.1	$761k		19k	39.68	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.1	$752k	+5%	15k	50.52	View chart
Unitedhealth Group Stock (UNH)	0.1	$746k	+3%	1.3k	584.78	View chart
Visa Inc Com Cl A Stock (V)	0.1	$733k	-4%	2.7k	274.90	View chart
Walmart Stock (WMT)	0.1	$731k	+4%	9.1k	80.75	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$699k		1.2k	584.62	View chart
Dolphin Entmt Stock (DLPN)	0.1	$699k	NEW	1.1M	0.63	View chart
Procter And Gamble Stock (PG)	0.1	$695k	+5%	4.0k	173.19	View chart
International Business Machs Stock (IBM)	0.1	$694k	+4%	3.1k	221.10	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$665k		4.0k	167.18	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$665k		2.1k	314.45	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$640k		1.0k	618.81	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	0.1	$636k	+31%	13k	48.11	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$633k		5.4k	117.22	View chart
Tesla Stock (TSLA)	0.1	$617k	-31%	2.4k	261.63	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$614k	-4%	7.9k	78.05	View chart
Deere & Co Stock (DE)	0.1	$602k		1.4k	417.42	View chart
Ft Vest Us Equity Deep Buffer Etf - December Etf (DDEC)	0.1	$594k		15k	39.49	View chart
Global X Social Media Etf Etf (SOCL)	0.1	$585k		14k	43.30	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$575k	-20%	2.0k	284.03	View chart
Texas Instrs Stock (TXN)	0.1	$573k		2.8k	206.59	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$568k		4.4k	128.19	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$559k		2.0k	283.10	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$554k		5.8k	95.94	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$537k		2.4k	225.78	View chart
Coca Cola Stock (KO)	0.1	$534k		7.4k	71.86	View chart
Nike Inc Cl B Stock (NKE)	0.1	$511k	-45%	5.8k	88.40	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$502k		2.2k	230.61	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$500k		3.2k	154.01	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$497k	+11%	2.0k	245.46	View chart
Ft Vest U.s. Equity Deep Buffer Etf - June Etf (DJUN)	0.1	$490k	+75%	12k	42.56	View chart
Ishares Global Consumer Staples Etf Etf (KXI)	0.1	$488k		7.4k	65.75	View chart
Cyberark Software Stock (CYBR)	0.1	$472k		1.6k	291.61	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$462k	-4%	10k	45.86	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$445k		1.4k	322.01	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$437k		2.9k	151.60	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.1	$427k		4.1k	103.91	View chart
At&t Stock (T)	0.1	$427k		19k	22.00	View chart
Spdr S&p Semiconductor Etf Etf (XSD)	0.1	$425k		1.8k	240.23	View chart
Invesco Building & Construction Etf Etf (PKB)	0.1	$408k		5.1k	79.58	View chart
Blackstone Stock (BX)	0.1	$405k		2.6k	153.16	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.1	$405k	+561%	8.9k	45.75	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$387k		3.8k	101.26	View chart
Ft Vest Us Equity Buffer Etf - March Etf (FMAR)	0.1	$386k		9.1k	42.26	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$382k		4.6k	83.00	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$381k		1.7k	223.09	View chart
Ft Vest International Equity Moderate Buffer Etf - June Etf (YJUN)	0.1	$376k	+213%	16k	22.88	View chart
Salesforce Stock (CRM)	0.1	$365k	-8%	1.3k	273.71	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$358k		3.4k	104.19	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$355k		5.0k	71.61	View chart
Ft Vest U.s. Equity Buffer Etf - September Etf (FSEP)	0.1	$344k	+7%	7.7k	44.94	View chart
Starbucks Corp Stock (SBUX)	0.1	$334k		3.4k	97.48	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$327k		2.1k	157.35	View chart
Ft Vest International Equity Moderate Buffer Etf (YMAR)	0.1	$325k	-3%	13k	24.25	View chart
Alliancebernstein Global High Cef (AWF)	0.1	$324k		29k	11.34	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$323k		4.1k	79.43	View chart
Navios Maritime Partners L P Com Unit Lpi Stock (NMM)	0.1	$320k	-27%	5.1k	62.63	View chart
Verizon Communications Stock (VZ)	0.1	$320k	+5%	7.1k	44.91	View chart
Interpublic Group Cos Stock (IPG)	0.1	$317k		10k	31.63	View chart
Union Pac Corp Stock (UNP)	0.1	$312k	-5%	1.3k	246.48	View chart
Boeing Stock (BA)	0.1	$304k	-12%	2.0k	152.04	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.1	$303k		7.5k	40.63	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.1	$301k		7.0k	42.84	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$295k		3.3k	89.37	View chart
Pfizer Stock (PFE)	0.1	$291k		10k	28.94	View chart
Booking Holdings Stock (BKNG)	0.1	$291k		69.00	4213.35	View chart
Intercontinental Exchange Stock (ICE)	0.1	$289k		1.8k	160.62	View chart
Yum Brands Stock (YUM)	0.1	$282k		2.0k	139.71	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$278k		3.7k	75.10	View chart
Abbvie Stock (ABBV)	0.1	$272k		1.4k	197.45	View chart
Qualcomm Stock (QCOM)	0.1	$271k		1.6k	170.03	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$268k		4.7k	57.53	View chart
Ft Vest Us Equity Buffer Etf - December Etf (FDEC)	0.1	$264k		6.0k	43.78	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.0	$259k		2.6k	99.69	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$257k		608.00	423.12	View chart
Ft Vest International Equity Moderate Buffer Etf - December Etf (YDEC)	0.0	$256k		10k	24.80	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$256k		1.5k	173.67	View chart
Greystone Housing Impact Inves Ben Unit Ctf Stock (GHI)	0.0	$249k		18k	14.03	View chart
Target Corp Stock (TGT)	0.0	$246k		1.6k	155.82	View chart
Adobe Stock (ADBE)	0.0	$245k		473.00	517.78	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$241k		4.7k	51.74	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - May Etf (SMAY)	0.0	$238k	+101%	9.7k	24.58	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.0	$234k	-5%	4.9k	47.54	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - February Etf (SFEB)	0.0	$230k		11k	21.29	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$229k		2.0k	112.99	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$228k	-5%	4.0k	56.59	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$228k		2.7k	84.04	View chart
Analog Devices Stock (ADI)	0.0	$227k		987.00	230.21	View chart
Proshares Ultra Dow30 Etf (DDM)	0.0	$227k		2.4k	95.58	View chart
Ft Vest Nasdaq-100 Buffer Etf - December Etf (QDEC)	0.0	$223k		8.4k	26.67	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$222k		3.1k	72.04	View chart
The Cigna Group Stock (CI)	0.0	$219k	-5%	631.00	346.48	View chart
Colgate Palmolive Stock (CL)	0.0	$217k		2.1k	103.82	View chart
Lowes Cos Stock (LOW)	0.0	$216k		797.00	270.76	View chart
Ft Vest U.s. Equity Deep Buffer Etf - May Etf (DMAY)	0.0	$214k		5.4k	39.97	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$214k		1.9k	110.44	View chart
Intel Corp Stock (INTC)	0.0	$213k	+7%	9.1k	23.46	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$212k		3.3k	64.82	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$212k		4.5k	47.53	View chart
Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT)	0.0	$206k		5.3k	39.03	View chart
Skyworks Solutions Stock (SWKS)	0.0	$205k	-13%	2.1k	98.76	View chart
Amgen Stock (AMGN)	0.0	$202k		627.00	322.34	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$200k	-17%	2.1k	93.12	View chart
Assured Guaranty Stock (AGO)	0.0	$198k		2.5k	79.52	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$194k	-12%	6.7k	29.11	View chart
Wisdomtree International Largecap Dividend Fund Etf (DOL)	0.0	$192k		3.5k	53.96	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$187k		4.5k	41.77	View chart
Royal Bk Cda Stock (RY)	0.0	$184k		1.5k	124.73	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$180k		1.7k	106.12	View chart
Ft Vest U.s. Equity Buffer Etf - April Etf (FAPR)	0.0	$179k		4.4k	40.43	View chart
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB)	0.0	$179k		3.7k	48.56	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$178k		2.0k	87.76	View chart
Invesco Global Water Etf Etf (PIO)	0.0	$173k		4.0k	43.08	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.0	$172k	-7%	3.9k	44.72	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$169k		3.8k	44.46	View chart
Wells Fargo Stock (WFC)	0.0	$168k		3.0k	56.49	View chart
Spdr Ssga Us Small Cap Low Volatility Index Etf Etf (SMLV)	0.0	$166k		1.3k	124.24	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$165k		1.4k	117.29	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$165k		2.0k	83.10	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$163k		2.0k	83.13	View chart
Linde Stock (LIN)	0.0	$159k		334.00	476.86	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$158k		1.8k	88.28	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$155k	-26%	1.2k	132.25	View chart
Honeywell Intl Stock (HON)	0.0	$155k		750.00	206.71	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$155k		1.0k	149.64	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$151k		536.00	282.43	View chart
Blackrock Stock	0.0	$148k	NEW	156.00	948.69	View chart
Wp Carey Reit (WPC)	0.0	$147k		2.4k	62.29	View chart
Ge Aerospace Stock (GE)	0.0	$146k	-2%	775.00	188.70	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.0	$146k		4.5k	32.23	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.0	$146k		2.8k	51.21	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$144k		423.00	340.26	View chart
Ishares Core Moderate Allocation Etf Etf (AOM)	0.0	$144k	-8%	3.2k	45.11	View chart
Oshkosh Corp Stock (OSK)	0.0	$140k	-24%	1.4k	100.18	View chart
Omnicom Group Stock (OMC)	0.0	$138k		1.3k	103.37	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$137k	-8%	2.7k	50.50	View chart
Apollo Global Mgmt Stock (APO)	0.0	$135k		1.1k	124.91	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$134k		2.7k	50.14	View chart
Ofs Cap Corp Cef (OFS)	0.0	$130k	+4%	15k	8.45	View chart
Stag Indl Reit (STAG)	0.0	$129k	-16%	3.3k	39.09	View chart
Nucor Corp Stock (NUE)	0.0	$129k		859.00	150.38	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$127k		2.7k	46.97	View chart
Reddit Inc Cl A Stock (RDDT)	0.0	$127k	+56%	1.9k	65.92	View chart
Kite Rlty Group Tr Reit (KRG)	0.0	$126k		4.7k	26.56	View chart
Costco Whsl Corp Stock (COST)	0.0	$125k	-2%	141.00	886.52	View chart
Micron Technology Stock (MU)	0.0	$123k	+37%	1.2k	103.73	View chart
Truist Finl Corp Stock (TFC)	0.0	$122k	+4%	2.9k	42.77	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$122k		500.00	244.41	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$122k		2.4k	50.80	View chart
Broadcom Stock (AVGO)	0.0	$121k	+915%	701.00	172.43	View chart
Uber Technologies Stock (UBER)	0.0	$120k		1.6k	75.16	View chart
Invesco Global Clean Energy Etf Etf (PBD)	0.0	$118k		8.4k	14.01	View chart
Bio-techne Corp Stock (TECH)	0.0	$117k		1.5k	79.93	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$117k		2.3k	51.13	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$115k		792.00	145.55	View chart
Parker-hannifin Corp Stock (PH)	0.0	$115k		182.00	631.69	View chart
Paychex Stock (PAYX)	0.0	$113k		845.00	134.15	View chart
General Mtrs Stock (GM)	0.0	$111k	-7%	2.5k	44.84	View chart
Abrdn Healthcare Investors Sh Ben Int Cef (HQH)	0.0	$109k		5.8k	18.62	View chart
Best Buy Stock (BBY)	0.0	$108k	-5%	1.0k	103.26	View chart
Blackrock Health Sciences Tr Cef (BME)	0.0	$108k	-15%	2.6k	41.93	View chart
Cvs Health Corp Stock (CVS)	0.0	$106k	-34%	1.7k	62.88	View chart
Morgan Stanley Stock (MS)	0.0	$106k		1.0k	104.28	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$105k		2.1k	50.74	View chart
Automatic Data Processing Stock (ADP)	0.0	$101k	-57%	366.00	276.48	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$99k		411.00	240.01	View chart

Past Filings by SOA Wealth Advisors

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

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
SOA Wealth Advisors 2022 Q1 filed April 7, 2022
SOA Wealth Advisors 2021 Q4 filed Jan. 13, 2022
SOA Wealth Advisors 2021 Q3 filed Oct. 12, 2021
SOA Wealth Advisors 2021 Q2 filed July 14, 2021
SOA Wealth Advisors 2021 Q1 filed April 26, 2021

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