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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 AAPL, IWY, VOO, SPYV, NVDA, and represent 31.93% of SOA Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: MSFT (+$8.8M), AAPL (+$5.7M), SPYV, YSEP, VBR, NVDA, JPM, GOOGL, AMZN, NFLX.
Started 46 new stock positions in URI, Abrdn Emerging Markets Dividend Active Etf, FPE, URA, COP, VOOV, PFF, CSX, ETR, MVIS.
Reduced shares in these 10 stocks: IWY (-$13M), SUSA, VOO, DSI, ESGD, ORCL, BRK.B, LRCX, EFA, QQQ.
Sold out of its positions in AES, ALB, MJ, AM, AROC, CM, CC, CMA, LODE, CTO.
SOA Wealth Advisors was a net buyer of stock by $12M.
SOA Wealth Advisors has $479M in assets under management (AUM), dropping by -11.77%.
Central Index Key (CIK): 0001849444

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Portfolio Holdings for SOA Wealth Advisors

SOA Wealth Advisors holds 882 positions in its portfolio as reported in the March 2025 quarterly 13F filing

SOA Wealth Advisors has 882 total positions. Only the first 250 positions are shown.

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Download the SOA Wealth Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	10.4	$50M	+12%	270k	185.46	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	10.4	$50M	-20%	235k	210.94	View chart
Vanguard S&p 500 Etf Etf (VOO)	4.9	$23M	-15%	46k	513.91	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	3.5	$17M	+42%	324k	51.07	View chart
Nvidia Corporation Stock (NVDA)	2.8	$13M	+32%	160k	83.73	View chart
Microsoft Corp Stock (MSFT)	2.7	$13M	+203%	127k	103.24	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	2.3	$11M		311k	36.14	View chart
Amazon Stock (AMZN)	2.3	$11M	+18%	78k	140.35	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	2.3	$11M		175k	61.78	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.1	$10M	-19%	19k	532.58	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	2.1	$10M	+2%	122k	83.28	View chart
Ishares Select Dividend Etf Etf (DVY)	2.1	$9.9M		74k	134.29	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	1.8	$8.5M	+3%	53k	160.54	View chart
Spdr S&p 500 Esg Etf Etf (EFIV)	1.7	$8.3M	+13%	155k	53.50	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.6	$7.8M		22k	361.09	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	1.5	$7.1M		57k	124.50	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	1.5	$7.0M		29k	244.64	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$6.7M	-17%	14k	468.92	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	1.2	$5.6M		7.00	798441.57	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$5.3M	+108%	44k	118.21	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$5.0M	+65%	61k	82.65	View chart
Ameriprise Finl Stock (AMP)	1.0	$4.8M		9.8k	484.13	View chart
Ft Vest International Equity Moderate Buffer Etf - September Etf (YSEP)	0.9	$4.4M	+3089%	193k	22.73	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.9	$4.2M		42k	100.00	View chart
Vanguard Growth Etf Etf (VUG)	0.8	$4.0M		11k	370.83	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.8	$3.7M		64k	58.35	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.8	$3.7M	+2221%	383k	9.70	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.8	$3.7M		362k	10.14	View chart
Ft Vest U.s. Equity Buffer Etf - October Etf (FOCT)	0.8	$3.7M		88k	41.50	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.7	$3.2M		30k	104.57	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.7	$3.2M		51k	61.53	View chart
Vanguard Mid-cap Etf Etf (VO)	0.7	$3.1M		12k	258.63	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.6	$3.1M		12k	251.77	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.6	$3.1M	-3%	38k	82.18	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.6	$3.1M		16k	188.16	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.6	$3.0M		31k	97.48	View chart
Vanguard Small-cap Etf Etf (VB)	0.6	$2.7M		12k	221.75	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$2.7M	-4%	4.8k	559.40	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.5	$2.5M		26k	95.75	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.5	$2.4M	-58%	30k	81.69	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.5	$2.4M		28k	85.07	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$2.4M		4.2k	561.92	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.5	$2.3M		17k	137.41	View chart
Grainger W W Stock (GWW)	0.5	$2.3M		2.3k	987.86	View chart
Vanguard Value Etf Etf (VTV)	0.5	$2.2M		13k	172.73	View chart
American Express Stock (AXP)	0.5	$2.2M		8.2k	269.04	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$2.0M	+3%	3.5k	576.36	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.4	$1.9M		16k	119.73	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$1.8M	+347%	145k	12.59	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.4	$1.8M		15k	121.12	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$1.8M	-3%	3.3k	542.43	View chart
Cisco Sys Stock (CSCO)	0.3	$1.6M		26k	61.71	View chart
Netflix Stock (NFLX)	0.3	$1.6M	+951%	17k	95.36	View chart
Consolidated Edison Stock (ED)	0.3	$1.6M	-16%	14k	110.59	View chart
Nextera Energy Stock (NEE)	0.3	$1.5M		22k	70.89	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	0.3	$1.5M	-74%	13k	114.87	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.3	$1.5M	+5%	111k	13.56	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.3	$1.5M	+2%	37k	39.37	View chart
Ishares New York Muni Bond Etf Etf (NYF)	0.3	$1.4M		27k	52.65	View chart
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY)	0.3	$1.4M		30k	46.18	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$1.3M		6.9k	190.57	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.3	$1.3M	-74%	13k	102.41	View chart
Home Depot Stock (HD)	0.3	$1.3M	+790%	30k	41.52	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.2M		7.5k	165.83	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.3	$1.2M		20k	60.89	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.3	$1.2M		2.3k	533.37	View chart
Oracle Corp Stock (ORCL)	0.2	$1.1M	-72%	8.2k	139.81	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$1.1M	+2904%	145k	7.66	View chart
Palo Alto Networks Stock (PANW)	0.2	$1.1M	+164%	17k	63.07	View chart
Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.2	$1.0M	+4%	8.2k	126.79	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$1.0M		36k	27.96	View chart
Chevron Corp Stock (CVX)	0.2	$1.0M		6.0k	167.29	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	0.2	$996k	+15%	55k	18.18	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.2	$984k		8.4k	116.55	View chart
Visa Inc Com Cl A Stock (V)	0.2	$973k	+738%	24k	40.65	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$951k		19k	49.81	View chart
Disney Walt Stock (DIS)	0.2	$904k	-5%	9.2k	98.70	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$869k		7.9k	109.99	View chart
Goldman Sachs Group Stock (GS)	0.2	$849k		1.6k	546.35	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$839k	+262%	25k	33.14	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$838k		9.0k	92.83	View chart
Mcdonalds Corp Stock (MCD)	0.2	$836k	+245%	9.3k	89.61	View chart
Walmart Stock (WMT)	0.2	$834k	+228%	30k	27.60	View chart
International Business Machs Stock (IBM)	0.2	$746k	+2%	3.0k	248.62	View chart
Ft Vest Us Equity Deep Buffer Etf - December Etf (DDEC)	0.2	$727k	+23%	19k	39.14	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.1	$706k	-2%	14k	49.89	View chart
Pepsico Stock (PEP)	0.1	$692k		4.6k	149.93	View chart
Merck & Co Stock (MRK)	0.1	$678k		7.6k	89.76	View chart
Eli Lilly & Co Stock (LLY)	0.1	$671k	+1127%	11k	59.08	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$668k	-69%	8.2k	81.73	View chart
Unitedhealth Group Stock (UNH)	0.1	$659k		1.3k	523.66	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$652k		3.1k	211.47	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$650k		2.1k	306.78	View chart
Procter And Gamble Stock (PG)	0.1	$649k	+305%	16k	41.03	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.1	$647k		15k	42.92	View chart
Deere & Co Stock (DE)	0.1	$644k		1.4k	469.28	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	0.1	$630k		13k	47.63	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$622k		4.0k	156.23	View chart
Bank America Corp Stock (BAC)	0.1	$621k	-23%	15k	41.73	View chart
Global X Social Media Etf Etf (SOCL)	0.1	$592k		14k	43.84	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$580k		7.7k	75.65	View chart
At&t Stock (T)	0.1	$554k		20k	28.28	View chart
Tesla Stock (TSLA)	0.1	$548k	+388%	11k	51.71	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$547k		2.0k	274.77	View chart
Coca Cola Stock (KO)	0.1	$546k	-3%	7.6k	71.62	View chart
Cyberark Software Stock (CYBR)	0.1	$545k		1.6k	338.00	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$541k		1.2k	446.55	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$537k		4.2k	128.95	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$534k	+2304%	76k	7.00	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$524k		5.8k	90.67	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$512k		1.0k	497.41	View chart
Texas Instrs Stock (TXN)	0.1	$506k		2.8k	179.70	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$503k		2.0k	255.47	View chart
Ft Vest U.s. Equity Deep Buffer Etf - June Etf (DJUN)	0.1	$484k		12k	41.98	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$475k	-3%	2.3k	206.48	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.1	$470k		4.2k	112.86	View chart
Ishares Global Consumer Staples Etf Etf (KXI)	0.1	$468k	-2%	7.3k	64.05	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$458k		11k	43.70	View chart
Ft Vest U.s. Equity Buffer Etf - September Etf (FSEP)	0.1	$432k		9.7k	44.55	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$428k		1.4k	308.86	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$418k		1.7k	244.03	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$411k		2.2k	188.21	View chart
Ft Vest International Equity Moderate Buffer Etf - June Etf (YJUN)	0.1	$408k	+9%	18k	22.68	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$408k		5.2k	78.94	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.1	$403k		8.9k	45.49	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$392k		5.3k	73.45	View chart
Ft Vest Us Equity Buffer Etf - March Etf (FMAR)	0.1	$391k		9.3k	42.20	View chart
Blackstone Stock (BX)	0.1	$371k		2.7k	139.77	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$370k		4.5k	81.66	View chart
Spdr S&p Semiconductor Etf Etf (XSD)	0.1	$355k		1.8k	200.79	View chart
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB)	0.1	$354k	+97%	7.3k	48.79	View chart
Ft Vest Us Equity Buffer Etf - December Etf (FDEC)	0.1	$350k	+33%	8.1k	43.40	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$347k	+14%	2.1k	166.00	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$345k		14k	25.04	View chart
Starbucks Corp Stock (SBUX)	0.1	$342k		3.5k	98.09	View chart
Nike Inc Cl B Stock (NKE)	0.1	$341k		5.4k	63.48	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$339k		5.0k	68.07	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$335k		2.1k	160.73	View chart
Lam Research Corp Stock (LRCX)	0.1	$335k	-84%	4.6k	72.70	View chart
Salesforce Stock (CRM)	0.1	$335k	-4%	1.2k	268.36	View chart
Ft Vest International Equity Moderate Buffer Etf (YMAR)	0.1	$333k	+3%	14k	23.97	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$331k		3.3k	98.91	View chart
Intel Corp Stock (INTC)	0.1	$328k	+54%	14k	22.71	View chart
Advanced Micro Devices Stock (AMD)	0.1	$325k	-56%	3.2k	102.74	View chart
Verizon Communications Stock (VZ)	0.1	$323k	-14%	7.1k	45.36	View chart
Invesco Building & Construction Etf Etf (PKB)	0.1	$322k		4.8k	67.33	View chart
Intercontinental Exchange Stock (ICE)	0.1	$321k	+566%	12k	26.74	View chart
Booking Holdings Stock (BKNG)	0.1	$318k		69.00	4609.03	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$307k	+7%	5.0k	60.99	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$305k		7.5k	40.41	View chart
Alliancebernstein Global High Cef (AWF)	0.1	$302k		28k	10.73	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.1	$299k	+74%	6.7k	44.35	View chart
Boeing Stock (BA)	0.1	$299k	-3%	1.8k	170.55	View chart
Alerian Mlp Etf Etf (AMLP)	0.1	$298k	NEW	298k	1.00	View chart
Union Pac Corp Stock (UNP)	0.1	$295k	+470%	7.2k	40.89	View chart
Marathon Pete Corp Stock (MPC)	0.1	$294k		2.0k	145.69	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$293k		3.3k	88.99	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - November Etf (SNOV)	0.1	$284k	+182%	13k	22.06	View chart
Ft Vest International Equity Moderate Buffer Etf - December Etf (YDEC)	0.1	$281k	+14%	12k	23.71	View chart
Interpublic Group Cos Stock (IPG)	0.1	$273k		10k	27.16	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.1	$269k		7.0k	38.34	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - February Etf (SFEB)	0.1	$267k	+21%	13k	20.39	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$263k	-25%	1.9k	140.45	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$263k		4.5k	58.94	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$260k	+12069%	234k	1.11	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$255k		608.00	419.88	View chart
Qualcomm Stock (QCOM)	0.1	$252k	+2%	1.6k	153.61	View chart
Broadcom Stock (AVGO)	0.1	$248k	+1625%	18k	13.62	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - May Etf (SMAY)	0.0	$239k	+5%	10k	23.45	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$230k	-2%	6.7k	34.14	View chart
Ft Vest U.s. Equity Buffer Etf - April Etf (FAPR)	0.0	$228k	+25%	5.6k	40.89	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$226k		3.4k	67.35	View chart
Target Corp Stock (TGT)	0.0	$225k		2.2k	104.36	View chart
Wells Fargo Stock (WFC)	0.0	$221k	+3%	3.1k	71.79	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$220k		2.7k	80.99	View chart
Assured Guaranty Stock (AGO)	0.0	$219k		2.5k	88.10	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$219k		2.0k	108.69	View chart
Ft Vest Nasdaq-100 Buffer Etf - December Etf (QDEC)	0.0	$218k		8.4k	26.15	View chart
Proshares Ultra Dow30 Etf (DDM)	0.0	$217k		2.4k	91.49	View chart
Greystone Housing Impact Inves Ben Unit Ctf Stock (GHI)	0.0	$215k		18k	12.33	View chart
Ft Vest U.s. Equity Deep Buffer Etf - May Etf (DMAY)	0.0	$212k		5.4k	39.60	View chart
Pfizer Stock (PFE)	0.0	$208k	-12%	8.2k	25.34	View chart
Colgate Palmolive Stock (CL)	0.0	$207k		2.2k	93.69	View chart
Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT)	0.0	$206k		5.4k	38.35	View chart
Costco Whsl Corp Stock (COST)	0.0	$203k	+10846%	21k	9.86	View chart
Abbvie Stock (ABBV)	0.0	$202k	+1481%	14k	14.20	View chart
Analog Devices Stock (ADI)	0.0	$201k		996.00	201.59	View chart
Navios Maritime Partners L P Com Unit Lpi Stock (NMM)	0.0	$201k		5.1k	39.22	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$199k		1.8k	111.08	View chart
Amgen Stock (AMGN)	0.0	$196k		628.00	311.75	View chart
The Cigna Group Stock (CI)	0.0	$196k	-3%	595.00	328.74	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$195k	-25%	2.5k	78.29	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$190k	+3020%	32k	5.87	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$189k	+16%	536.00	352.58	View chart
Lowes Cos Stock (LOW)	0.0	$186k		799.00	233.10	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$184k	-6%	3.4k	53.52	View chart
Wisdomtree International Largecap Dividend Fund Etf (DOL)	0.0	$184k	-6%	3.3k	55.06	View chart
Adobe Stock (ADBE)	0.0	$181k		473.00	383.53	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$180k		2.2k	83.01	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$179k	-15%	3.8k	47.58	View chart
Yum Brands Stock (YUM)	0.0	$179k	-12%	1.1k	157.32	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.0	$178k	+3%	2.7k	66.00	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$177k		2.7k	65.17	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$169k		2.2k	76.57	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$165k		1.4k	117.50	View chart
Blackrock Stock (BLK)	0.0	$164k	+9757%	15k	10.66	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$162k		2.0k	82.75	View chart
Royal Bk Cda Stock (RY)	0.0	$162k	-2%	1.4k	112.72	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$162k		4.4k	36.90	View chart
Invesco Global Water Etf Etf (PIO)	0.0	$161k		4.0k	40.13	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$157k		6.0k	26.20	View chart
Ge Aerospace Stock (GE)	0.0	$156k		778.00	200.07	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$155k		2.7k	56.56	View chart
Ofs Cap Corp Cef (OFS)	0.0	$155k	+3%	17k	9.29	View chart
Wp Carey Reit (WPC)	0.0	$150k		2.4k	63.11	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$149k		1.8k	82.95	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$149k		1.2k	125.92	View chart
Apollo Global Mgmt Stock (APO)	0.0	$148k		1.1k	136.94	View chart
Honeywell Intl Stock (HON)	0.0	$144k	+930%	6.7k	21.45	View chart
Celsius Hldgs Stock (CELH)	0.0	$143k		4.0k	35.62	View chart
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN)	0.0	$142k	+1995%	3.8k	37.97	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.0	$142k		3.2k	43.87	View chart
Gilead Sciences Stock (GILD)	0.0	$141k	+32%	1.3k	112.03	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.0	$140k		2.9k	48.93	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$139k		425.00	325.86	View chart
Ft Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB)	0.0	$138k	+1346%	3.3k	42.15	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	0.0	$138k		3.3k	41.92	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.0	$135k		4.5k	29.75	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$135k		1.7k	79.44	View chart
Linde Stock (LIN)	0.0	$135k		289.00	465.64	View chart
Paychex Stock (PAYX)	0.0	$132k		855.00	154.19	View chart
Parker-hannifin Corp Stock (PH)	0.0	$130k	+10339%	19k	6.82	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$130k	+6246%	65k	2.00	View chart
Uber Technologies Stock (UBER)	0.0	$129k	-11%	1.8k	72.86	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$128k	-5%	483.00	264.98	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$126k	+113%	1.5k	84.40	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$126k	+42190%	107k	1.18	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$123k		2.7k	45.06	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$120k	+392%	527.00	227.92	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$120k		2.1k	56.85	View chart
Oshkosh Corp Stock (OSK)	0.0	$119k		1.3k	94.11	View chart
Morgan Stanley Stock (MS)	0.0	$119k		1.0k	116.73	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.0	$119k		2.5k	46.64	View chart
Truist Finl Corp Stock (TFC)	0.0	$118k		2.9k	41.15	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$117k		500.00	233.53	View chart
General Mtrs Stock (GM)	0.0	$117k	-5%	2.5k	47.03	View chart
Philip Morris Intl Stock (PM)	0.0	$113k	+4817%	27k	4.23	View chart
S&p Global Stock (SPGI)	0.0	$113k	+48875%	16k	7.18	View chart
Automatic Data Processing Stock (ADP)	0.0	$112k		366.00	305.35	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$111k	+13%	850.00	130.49	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 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
SOA Wealth Advisors 2022 Q1 filed April 7, 2022
SOA Wealth Advisors 2021 Q4 filed Jan. 13, 2022

View all past filings

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