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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 34.58% of SOA Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VOE, GRNY, NFLX, IBIT, TSM, IWP, DVY, XLK, IWM, OMC.
Started 29 new stock positions in SNDK, TTWO, OPENL, TLRY, PDO, ASRT, CRWV, SOLS, OPENZ, CELH.
Reduced shares in these 10 stocks: MSFT (-$10M), SPYV, AAPL, IVW, CVX, IJK, IWY, IJT, IPG, YSEP.
Sold out of its positions in ARKG, AKRO, Assertio Holdings, BATRA, BALL, BB, BMEZ, KMX, Clearbridge Energy Midstrm O, CCSI.
SOA Wealth Advisors was a net seller of stock by $-10M.
SOA Wealth Advisors has $592M in assets under management (AUM), dropping by 1.53%.
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 869 positions in its portfolio as reported in the December 2025 quarterly 13F filing

SOA Wealth Advisors has 869 total positions. Only the first 250 positions are shown.

Sign up to view all of the SOA Wealth Advisors Dec. 31, 2025 positions
Download the SOA Wealth Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell Top 200 Growth Etf Etf (IWY)	11.7	$69M		250k	276.94	View chart
Apple Stock (AAPL)	10.4	$61M		265k	232.27	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.6	$33M		53k	627.13	View chart
Nvidia Corporation Stock (NVDA)	4.0	$24M		160k	147.66	View chart
Microsoft Corp Stock (MSFT)	2.9	$17M	-37%	78k	219.69	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	2.4	$14M	+18%	80k	177.37	View chart
State Street Spdr S&p 500 Esg Etf Etf (EFIV)	2.2	$13M		201k	66.15	View chart
Amazon Stock (AMZN)	2.2	$13M		74k	177.70	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	2.1	$13M		280k	45.21	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.7	$10M		55k	187.41	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.7	$10M		145k	69.42	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.7	$10M		21k	473.30	View chart
Ishares Select Dividend Etf Etf (DVY)	1.6	$9.2M	+3%	65k	141.14	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	1.5	$9.2M	+12%	371k	24.76	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.5	$8.9M	-9%	157k	56.81	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.5	$8.8M		18k	502.65	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$8.4M		14k	614.29	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	1.3	$7.8M	-4%	80k	96.88	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$7.2M		44k	166.04	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.2	$7.0M		355k	19.77	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	1.0	$6.2M	-5%	44k	141.16	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	1.0	$5.8M	-3%	21k	279.14	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.9	$5.4M	+2%	523k	10.40	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.9	$5.3M		7.00	754800.00	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.9	$5.2M	+9%	38k	136.94	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.8	$5.0M		44k	113.92	View chart
Vanguard Growth Etf Etf (VUG)	0.8	$4.9M		10k	487.88	View chart
Ameriprise Finl Stock (AMP)	0.8	$4.8M	-2%	9.8k	490.32	View chart
Ft Vest International Equity Moderate Buffer Etf - September Etf (YSEP)	0.8	$4.6M	-5%	176k	26.01	View chart
Ft Vest U.s. Equity Buffer Etf - October Etf (FOCT)	0.7	$4.2M	-2%	85k	48.99	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.6	$3.8M	+5%	80k	46.81	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.6	$3.4M	+4%	57k	59.67	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.5	$3.3M	-3%	19k	170.63	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$3.2M		4.7k	681.89	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.5	$3.2M	-5%	48k	66.00	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$3.2M	-4%	26k	120.18	View chart
Ishares New York Muni Bond Etf Etf (NYF)	0.5	$3.2M	+2%	59k	53.51	View chart
American Express Stock (AXP)	0.5	$3.1M		8.5k	369.94	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.5	$3.0M	-3%	27k	113.72	View chart
Vanguard Mid-cap Etf Etf (VO)	0.5	$3.0M	-5%	10k	290.22	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.5	$3.0M	-3%	14k	210.35	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.5	$3.0M		33k	91.86	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.5	$2.9M		9.5k	302.11	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.5	$2.8M	+10%	29k	96.27	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.5	$2.8M		29k	95.09	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$2.7M	+2%	4.0k	660.06	View chart
Vanguard Small-cap Etf Etf (VB)	0.4	$2.6M		10k	257.95	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$2.5M	-7%	3.6k	684.98	View chart
Vanguard Value Etf Etf (VTV)	0.4	$2.4M		12k	190.99	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$2.3M		3.1k	753.68	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$2.2M		146k	15.12	View chart
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY)	0.4	$2.1M		39k	53.45	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.3	$2.0M	-2%	21k	93.89	View chart
Netflix Stock (NFLX)	0.3	$1.9M	+97%	38k	51.87	View chart
Cisco Sys Stock (CSCO)	0.3	$1.8M		23k	77.03	View chart
Nextera Energy Stock (NEE)	0.3	$1.8M		22k	80.28	View chart
Oracle Corp Stock (ORCL)	0.3	$1.7M		8.6k	194.92	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.3	$1.6M		13k	128.83	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.3	$1.6M	-7%	12k	131.59	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.3	$1.6M	-2%	13k	121.61	View chart
Ft Vest U.s. Equity Buffer Etf - April Etf (FAPR)	0.3	$1.5M		35k	44.42	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$1.5M	+10%	16k	96.03	View chart
Ww Grainger Stock (GWW)	0.3	$1.5M	-5%	1.5k	1009.21	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.3	$1.5M		75k	20.35	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.5M	-2%	7.2k	206.96	View chart
Goldman Sachs Group Stock (GS)	0.2	$1.4M		1.6k	878.81	View chart
Ft Vest International Equity Moderate Buffer Etf - June Etf (YJUN)	0.2	$1.4M		55k	25.64	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$1.4M	-2%	4.5k	313.80	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.2	$1.4M		10k	139.35	View chart
Consolidated Edison Stock (ED)	0.2	$1.4M		14k	99.32	View chart
Ft Vest International Equity Moderate Buffer Etf (YMAR)	0.2	$1.4M	-2%	51k	27.02	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$1.4M	+26%	84k	16.15	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.2	$1.3M		8.4k	156.64	View chart
State Street Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.2	$1.3M	+19%	9.9k	133.18	View chart
Palo Alto Networks Stock (PANW)	0.2	$1.3M		18k	71.48	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.2	$1.2M		22k	57.06	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$1.2M	-15%	5.7k	212.07	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$1.2M		1.9k	603.15	View chart
Home Depot Stock (HD)	0.2	$1.1M		24k	47.51	View chart
Walmart Stock (WMT)	0.2	$1.1M		30k	36.80	View chart
International Business Machs Stock (IBM)	0.2	$1.1M		3.6k	296.24	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	0.2	$1.1M		19k	55.92	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - May Etf (SMAY)	0.2	$1.1M		41k	25.97	View chart
Visa Inc Com Cl A Stock (V)	0.2	$1.0M		24k	41.54	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.2	$1.0M	-11%	15k	65.10	View chart
Broadcom Stock (AVGO)	0.2	$993k	+3%	18k	56.27	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - February Etf (SFEB)	0.2	$974k		41k	23.50	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.2	$970k		18k	54.77	View chart
Disney Walt Stock (DIS)	0.2	$927k	-4%	8.1k	113.77	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$881k	+659%	18k	49.65	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$872k		25k	34.95	View chart
Advanced Micro Devices Stock (AMD)	0.1	$870k		4.1k	214.16	View chart
Ishares High Yield Muni Active Etf Etf (HIMU)	0.1	$839k		17k	48.68	View chart
Tesla Stock (TSLA)	0.1	$839k	+4%	8.1k	104.11	View chart
Ft Vest Us Equity Deep Buffer Etf - December Etf (DDEC)	0.1	$831k		18k	45.09	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$789k		2.1k	373.46	View chart
Lam Research Corp Stock (LRCX)	0.1	$748k		4.4k	171.18	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$729k		5.6k	129.16	View chart
Global X Social Media Etf Etf (SOCL)	0.1	$699k	-6%	13k	55.21	View chart
Merck & Co Stock (MRK)	0.1	$687k	-13%	6.5k	105.25	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$670k	-25%	1.9k	360.11	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$666k	+17%	2.1k	323.02	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$664k		2.0k	335.35	View chart
Cyberark Software Stock (CYBR)	0.1	$661k		1.5k	446.06	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$637k	+100%	4.4k	143.98	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$627k	-4%	6.3k	99.18	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$622k	+21%	3.5k	177.75	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$611k		6.8k	89.46	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$605k	-3%	22k	27.43	View chart
Mcdonalds Corp Stock (MCD)	0.1	$601k		9.3k	64.69	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$599k		2.0k	301.08	View chart
Ft Vest U.s. Equity Buffer Etf - September Etf (FSEP)	0.1	$589k	+13%	11k	51.53	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$581k	+1539%	31k	18.77	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$577k		1.2k	483.57	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$573k		1.4k	412.73	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.1	$563k		1.8k	321.55	View chart
Procter & Gamble Stock (PG)	0.1	$552k		16k	35.67	View chart
Chevron Corp Stock (CVX)	0.1	$548k	-43%	3.6k	152.43	View chart
Ft Vest U.s. Equity Deep Buffer Etf - June Etf (DJUN)	0.1	$546k		12k	47.34	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.1	$542k		4.2k	128.93	View chart
Eli Lilly & Co Stock (LLY)	0.1	$542k		18k	30.84	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$514k	+11%	82k	6.29	View chart
Marsh Stock	0.1	$512k		2.8k	185.52	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$505k		2.1k	241.19	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$491k	-15%	3.4k	143.54	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$485k	-48%	3.9k	123.26	View chart
Ishares Global Consumer Staples Etf Etf (KXI)	0.1	$475k		7.3k	64.65	View chart
At&t Stock (T)	0.1	$475k	-2%	19k	24.84	View chart
Bank America Corp Stock (BAC)	0.1	$474k	-3%	8.6k	55.00	View chart
Caterpillar Stock (CAT)	0.1	$468k	+2%	818.00	572.57	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$457k		5.0k	91.41	View chart
Invesco Building & Construction Etf Etf (PKB)	0.1	$443k		4.8k	92.60	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$437k		18k	24.62	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$434k		13k	32.62	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$426k		5.3k	79.73	View chart
3M Stock (MMM)	0.1	$424k		2.6k	160.10	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.1	$423k	-23%	8.0k	52.95	View chart
Ft Vest Us Equity Buffer Etf - March Etf (FMAR)	0.1	$420k	-4%	8.9k	47.47	View chart
Ft Vest Us Equity Buffer Etf - December Etf (FDEC)	0.1	$413k		8.1k	51.18	View chart
Blackstone Stock (BX)	0.1	$410k	-6%	2.7k	154.11	View chart
Intel Corp Stock (INTC)	0.1	$404k		11k	36.90	View chart
Pepsico Stock (PEP)	0.1	$400k		2.8k	143.53	View chart
Coca Cola Stock (KO)	0.1	$395k	-5%	5.7k	69.91	View chart
Texas Instrs Stock (TXN)	0.1	$385k	-19%	2.2k	173.49	View chart
Omnicom Group Stock (OMC)	0.1	$377k	+250%	4.7k	80.75	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$374k		1.9k	199.65	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$373k	-2%	796.00	468.76	View chart
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB)	0.1	$373k		6.6k	56.62	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$369k		3.5k	105.69	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$358k		7.6k	46.92	View chart
Deere & Co Stock (DE)	0.1	$352k	-6%	755.00	465.58	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$351k		4.7k	74.07	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.1	$350k		7.3k	47.74	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$346k		3.5k	99.87	View chart
Qualcomm Stock (QCOM)	0.1	$340k	+2%	2.0k	171.09	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - November Etf (SNOV)	0.1	$336k	+4%	14k	24.72	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$333k		575.00	579.39	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.1	$332k	-4%	6.4k	51.75	View chart
Booking Holdings Stock (BKNG)	0.1	$327k	-7%	61.00	5359.52	View chart
Ft Vest International Equity Moderate Buffer Etf - December Etf (YDEC)	0.1	$324k	+4%	12k	26.19	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$322k	-2%	5.9k	54.71	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$306k		3.9k	77.67	View chart
Boeing Stock (BA)	0.1	$297k	-2%	1.4k	217.12	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$292k		608.00	480.57	View chart
Union Pac Corp Stock (UNP)	0.0	$291k		9.6k	30.38	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$290k	-7%	5.4k	53.94	View chart
Intercontinental Exchange Stock (ICE)	0.0	$288k		13k	23.10	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$282k		2.7k	104.02	View chart
Ge Aerospace Stock (GE)	0.0	$273k	-2%	885.00	308.05	View chart
Ft Vest Nasdaq-100 Buffer Etf - December Etf (QDEC)	0.0	$272k		8.4k	32.53	View chart
Navios Maritime Partners L P Com Unit Lpi Stock (NMM)	0.0	$268k		5.1k	52.43	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.0	$265k	-15%	5.9k	44.65	View chart
Abbvie Stock (ABBV)	0.0	$265k		18k	14.98	View chart
Micron Technology Stock (MU)	0.0	$262k	+18%	919.00	285.56	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$262k		262k	1.00	View chart
Starbucks Corp Stock (SBUX)	0.0	$258k	-7%	3.1k	84.20	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$258k		3.4k	75.16	View chart
Verizon Communications Stock (VZ)	0.0	$258k		17k	14.94	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$257k	+11%	382.00	673.82	View chart
Wells Fargo Stock (WFC)	0.0	$257k	-7%	2.8k	93.20	View chart
Williams Cos Stock (WMB)	0.0	$252k		66k	3.83	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$249k		802.00	310.11	View chart
Royal Bk Cda Stock (RY)	0.0	$244k		1.4k	170.49	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$243k	-4%	3.2k	76.92	View chart
Ft Vest U.s. Equity Deep Buffer Etf - May Etf (DMAY)	0.0	$243k		5.4k	45.24	View chart
Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT)	0.0	$238k		5.4k	44.29	View chart
Blackrock Stock (BLK)	0.0	$237k		13k	18.19	View chart
Proshares Ultra Dow30 Etf (DDM)	0.0	$232k	+100%	4.1k	56.86	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$230k		2.1k	110.18	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$228k		1.1k	214.69	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$228k	-4%	2.3k	99.89	View chart
Assured Guaranty Stock (AGO)	0.0	$224k		2.5k	89.87	View chart
Alliancebernstein Global High Cef (AWF)	0.0	$223k	-9%	21k	10.69	View chart
Unitedhealth Group Stock (UNH)	0.0	$222k	-2%	673.00	330.05	View chart
Ge Vernova Stock (GEV)	0.0	$212k		56k	3.82	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$212k		7.8k	27.16	View chart
Arista Networks Stock (ANET)	0.0	$211k	-4%	1.6k	131.03	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$211k	-2%	6.6k	32.06	View chart
Salesforce Stock (CRM)	0.0	$206k	-9%	776.00	264.91	View chart
Nike Inc Cl B Stock (NKE)	0.0	$204k	-16%	3.2k	63.71	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - August Etf (SAUG)	0.0	$204k	+29%	8.0k	25.51	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$203k		2.4k	85.78	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$202k		454.00	444.39	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$201k		913.00	219.78	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$198k		1.8k	109.91	View chart
Teradyne Stock (TER)	0.0	$194k		1.0k	193.56	View chart
Kla Corp Stock (KLAC)	0.0	$190k		156.00	1217.06	View chart
Lowes Cos Stock (LOW)	0.0	$190k		786.00	241.26	View chart
Amgen Stock (AMGN)	0.0	$188k		574.00	327.45	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$186k		4.9k	38.05	View chart
Linde Stock (LIN)	0.0	$183k	-8%	430.00	426.39	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$182k		1.4k	127.57	View chart
Morgan Stanley Stock (MS)	0.0	$181k	+2%	1.0k	177.56	View chart
Spdr Gold Shares Etf (GLD)	0.0	$180k		455.00	396.31	View chart
Analog Devices Stock (ADI)	0.0	$177k	-30%	654.00	271.12	View chart
Invesco Global Water Etf Etf (PIO)	0.0	$177k		4.0k	44.15	View chart
Parker-hannifin Corp Stock (PH)	0.0	$176k		16k	11.09	View chart
Philip Morris Intl Stock (PM)	0.0	$173k	-7%	32k	5.35	View chart
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN)	0.0	$172k		4.0k	43.42	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$172k		2.8k	60.39	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$172k	-4%	791.00	217.06	View chart
S&p Global Stock (SPGI)	0.0	$172k		15k	11.21	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$171k		300.00	571.23	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$170k	-7%	3.2k	53.37	View chart
Apollo Global Mgmt Stock (APO)	0.0	$169k		1.2k	144.76	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$167k		2.4k	69.40	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$164k	-4%	2.4k	68.36	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	0.0	$160k		3.3k	48.84	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$160k	-15%	2.2k	71.41	View chart
Pfizer Stock (PFE)	0.0	$159k	-9%	6.4k	24.90	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$159k	+96%	983.00	162.03	View chart
Uber Technologies Stock (UBER)	0.0	$157k	+2%	1.9k	81.71	View chart
General Mtrs Stock (GM)	0.0	$156k		1.9k	81.34	View chart
Wp Carey Reit (WPC)	0.0	$156k		2.4k	64.35	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$154k		390.00	393.69	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$151k		1.8k	82.82	View chart
Adobe Stock (ADBE)	0.0	$151k		432.00	349.99	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$151k		1.6k	91.46	View chart
Citigroup Stock (C)	0.0	$150k	-5%	1.3k	116.70	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.0	$150k		935.00	160.79	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.0	$150k		2.6k	56.63	View chart
The Cigna Group Stock (CI)	0.0	$146k		530.00	275.16	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$146k		2.8k	52.62	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$145k		539.00	268.30	View chart
Colgate Palmolive Stock (CL)	0.0	$142k	-16%	1.8k	79.01	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$141k		1.8k	77.88	View chart
Sofi Technologies Stock (SOFI)	0.0	$137k		5.2k	26.18	View chart
Invesco Global Clean Energy Etf Etf (PBD)	0.0	$136k		8.5k	16.08	View chart
Mckesson Corp Stock (MCK)	0.0	$135k		165.00	820.29	View chart
Automatic Data Processing Stock (ADP)	0.0	$135k		526.00	257.16	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 Q4 filed Jan. 20, 2026
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

View all past filings

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