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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, DGRO, and represent 34.15% of SOA Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH, VGSR, IYH, SPYV, IWY, IGM, WMT, SOXX, VBR, EFA.
Started 26 new stock positions in TFC, VONG, TWO, YMAR, FIW, LAC, VTWG, SKX, JEPI, DMAR.
Reduced shares in these 10 stocks: WPC, DGRO, AAPL, Etf Managers Tr ai powered eqt, IJT, IJK, SUSA, AOM, DSI, DVY.
Sold out of its positions in Aurora Cannabis, BOX, CYBN, DISH Network, JETS, Etf Managers Tr tierra xp latin, Etf Managers Tr ai powered eqt, Faraday Futre Intlgt Elctr Inc Com Cl A, LIT, GINN.
SOA Wealth Advisors was a net buyer of stock by $6.4M.
SOA Wealth Advisors has $483M in assets under management (AUM), dropping by 7.49%.
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 910 positions in its portfolio as reported in the March 2024 quarterly 13F filing

SOA Wealth Advisors has 910 total positions. Only the first 250 positions are shown.

Sign up to view all of the SOA Wealth Advisors March 31, 2024 positions
Download the SOA Wealth Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell Top 200 Growth Etf Etf (IWY)	13.0	$63M		322k	195.10	View chart
Apple Stock (AAPL)	9.0	$44M		254k	171.48	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.2	$25M		52k	480.70	View chart
Microsoft Corp Stock (MSFT)	3.7	$18M		42k	420.72	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	3.3	$16M	-3%	272k	58.06	View chart
Amazon Stock (AMZN)	2.5	$12M		66k	180.38	View chart
Ishares Select Dividend Etf Etf (DVY)	2.4	$11M		92k	123.18	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	2.2	$11M	-2%	119k	91.25	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.1	$10M		25k	420.52	View chart
Nvidia Corporation Stock (NVDA)	2.0	$9.6M		11k	903.55	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	1.9	$9.4M	+2%	263k	35.61	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.8	$8.8M		20k	444.00	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	1.7	$8.2M	-3%	63k	130.73	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	1.7	$8.1M	-2%	74k	109.17	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.6	$7.9M		24k	337.05	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	1.6	$7.8M		33k	235.79	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	1.4	$6.7M		43k	155.91	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.3	$6.1M		76k	79.91	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	1.2	$6.0M	-2%	60k	100.81	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$5.6M		37k	150.93	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.0	$4.7M	+384%	77k	60.74	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.9	$4.4M		7.00	634440.00	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.9	$4.4M		42k	103.79	View chart
Ameriprise Finl Stock (AMP)	0.9	$4.4M		9.9k	438.45	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.9	$4.3M		56k	76.32	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$4.2M		21k	200.30	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.8	$4.0M	-2%	36k	110.52	View chart
Vanguard Growth Etf Etf (VUG)	0.8	$3.9M		11k	344.19	View chart
Oracle Corp Stock (ORCL)	0.8	$3.8M		31k	125.61	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.8	$3.7M		14k	260.72	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.8	$3.7M		36k	102.76	View chart
Ft Vest U.s. Equity Buffer Etf - October Etf (FOCT)	0.8	$3.7M		90k	40.57	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.7	$3.3M		18k	179.11	View chart
Vanguard Mid-cap Etf Etf (VO)	0.7	$3.2M		13k	249.85	View chart
Vanguard Small-cap Etf Etf (VB)	0.6	$3.1M		14k	228.59	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.6	$3.1M	NEW	311k	9.80	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.6	$2.9M	-3%	33k	89.90	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.6	$2.9M	+11%	15k	191.88	View chart
Lam Research Corp Stock (LRCX)	0.6	$2.9M	-3%	2.9k	971.68	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$2.6M		4.9k	523.07	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.5	$2.5M		29k	84.09	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$2.4M		4.6k	525.75	View chart
Grainger W W Stock (GWW)	0.5	$2.4M	+5%	2.3k	1017.09	View chart
Vanguard Value Etf Etf (VTV)	0.5	$2.3M		14k	162.86	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$2.1M	+3%	4.1k	524.32	View chart
Disney Walt Stock (DIS)	0.4	$2.1M		17k	122.36	View chart
Cisco Sys Stock (CSCO)	0.4	$2.0M		40k	49.91	View chart
Nike Inc Cl B Stock (NKE)	0.4	$2.0M	-2%	21k	93.98	View chart
Consolidated Edison Stock (ED)	0.4	$1.9M	-2%	21k	90.81	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.4	$1.9M	-3%	16k	118.29	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.4	$1.9M	-2%	17k	110.21	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$1.8M		34k	51.60	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.3	$1.7M	+16%	29k	57.70	View chart
Mcdonalds Corp Stock (MCD)	0.3	$1.7M		6.0k	281.97	View chart
Nextera Energy Stock (NEE)	0.3	$1.6M		25k	63.91	View chart
American Express Stock (AXP)	0.3	$1.5M	+3%	6.7k	227.68	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.3	$1.5M	+395%	24k	61.90	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.3	$1.4M	-5%	2.6k	556.32	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.4M		8.7k	158.18	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$1.4M	-4%	7.3k	186.81	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.3	$1.3M		9.0k	148.63	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$1.2M		2.6k	485.60	View chart
Home Depot Stock (HD)	0.3	$1.2M	+2%	3.2k	383.59	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$1.2M	+27%	15k	79.86	View chart
Advanced Micro Devices Stock (AMD)	0.2	$1.2M	+2%	6.5k	180.49	View chart
Merck & Co Stock (MRK)	0.2	$1.1M		8.7k	131.95	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$1.1M		13k	80.63	View chart
Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.2	$1.0M	+6%	8.2k	124.18	View chart
Chevron Corp Stock (CVX)	0.2	$966k		6.1k	157.75	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$943k	+3%	4.5k	210.32	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.2	$925k	+18%	7.3k	127.12	View chart
Tesla Stock (TSLA)	0.2	$894k		5.1k	175.79	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.2	$884k	+4%	24k	36.19	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.2	$869k		3.2k	270.79	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.2	$836k		8.2k	101.58	View chart
Netflix Stock (NFLX)	0.2	$835k	-2%	1.4k	607.33	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$815k		19k	42.12	View chart
Pepsico Stock (PEP)	0.2	$811k	+2%	4.6k	175.01	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.2	$811k	+2%	18k	44.48	View chart
Oshkosh Corp Stock (OSK)	0.2	$800k		6.4k	124.70	View chart
Visa Inc Com Cl A Stock (V)	0.2	$776k		2.8k	279.05	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$759k		9.0k	84.44	View chart
Bank America Corp Stock (BAC)	0.2	$729k	+5%	19k	37.92	View chart
Procter And Gamble Stock (PG)	0.1	$672k	-2%	4.1k	162.23	View chart
Goldman Sachs Group Stock (GS)	0.1	$648k		1.6k	417.62	View chart
Eli Lilly & Co Stock (LLY)	0.1	$645k	+8%	829.00	777.69	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$608k		2.1k	287.96	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$605k		4.0k	152.26	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$600k	+10%	8.1k	74.22	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.1	$595k		13k	47.02	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$578k	NEW	12k	50.10	View chart
Salesforce Stock (CRM)	0.1	$577k		1.9k	301.18	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$571k	+14%	982.00	581.36	View chart
Cleveland-cliffs Stock (CLF)	0.1	$569k		25k	22.74	View chart
Ft Vest Us Equity Deep Buffer Etf - December Etf (DDEC)	0.1	$564k	+39%	15k	37.47	View chart
Global X Social Media Etf Etf (SOCL)	0.1	$561k		14k	40.28	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$557k	-3%	4.8k	116.25	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$543k	-2%	4.5k	120.99	View chart
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY)	0.1	$543k		13k	43.22	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$534k		1.2k	454.74	View chart
Boeing Stock (BA)	0.1	$532k	+12%	2.8k	192.98	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$531k	-5%	13k	41.08	View chart
Walmart Stock (WMT)	0.1	$521k	+200%	8.7k	60.17	View chart
International Business Machs Stock (IBM)	0.1	$516k		2.7k	190.93	View chart
Spdr S&p 500 Esg Etf Etf (EFIV)	0.1	$508k	+82%	10k	50.64	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$502k	-2%	3.4k	147.72	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$502k	-3%	1.9k	259.96	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$497k	+500%	5.8k	86.18	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$494k		2.4k	208.28	View chart
Texas Instrs Stock (TXN)	0.1	$493k		2.8k	174.20	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$490k	+199%	2.2k	225.88	View chart
Cyberark Software Stock (CYBR)	0.1	$477k	-11%	1.8k	265.63	View chart
Ishares Global Consumer Staples Etf Etf (KXI)	0.1	$474k		7.8k	61.03	View chart
Coca Cola Stock (KO)	0.1	$454k	-2%	7.4k	61.18	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	0.1	$447k	-6%	10k	44.45	View chart
Unitedhealth Group Stock (UNH)	0.1	$434k	+4%	878.00	494.78	View chart
Intel Corp Stock (INTC)	0.1	$434k	+4%	9.8k	44.17	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.1	$423k		2.7k	154.15	View chart
Pfizer Stock (PFE)	0.1	$421k	+11%	15k	27.75	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$414k		3.1k	135.05	View chart
Spdr S&p Semiconductor Etf Etf (XSD)	0.1	$410k		1.8k	232.05	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$396k	+12%	1.4k	286.61	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.1	$394k		4.1k	95.66	View chart
Invesco Building & Construction Etf Etf (PKB)	0.1	$387k		5.2k	74.85	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$377k		1.8k	205.99	View chart
Verizon Communications Stock (VZ)	0.1	$366k		8.7k	41.96	View chart
At&t Stock (T)	0.1	$358k		20k	17.60	View chart
Union Pac Corp Stock (UNP)	0.1	$357k		1.5k	245.93	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$350k	-6%	3.6k	97.93	View chart
Blackstone Stock (BX)	0.1	$347k		2.6k	131.39	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$347k		4.5k	76.36	View chart
Abbvie Stock (ABBV)	0.1	$338k		1.9k	182.06	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$337k		4.4k	77.32	View chart
Starbucks Corp Stock (SBUX)	0.1	$337k		3.7k	91.38	View chart
Skyworks Solutions Stock (SWKS)	0.1	$334k		3.1k	108.33	View chart
Interpublic Group Cos Stock (IPG)	0.1	$328k	+3%	10k	32.63	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$318k		4.9k	64.40	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$318k		3.4k	92.72	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$317k	-4%	6.3k	50.08	View chart
Ft Vest U.s. Equity Buffer Etf - September Etf (FSEP)	0.1	$314k		7.4k	42.49	View chart
Adobe Stock (ADBE)	0.1	$305k		605.00	504.60	View chart
Alliancebernstein Global High Cef (AWF)	0.1	$303k		29k	10.62	View chart
Navios Maritime Partners L P Com Unit Lpi Stock (NMM)	0.1	$300k		7.0k	42.62	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.1	$297k		7.1k	41.59	View chart
Yum Brands Stock (YUM)	0.1	$295k		2.1k	138.67	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$291k		2.1k	140.51	View chart
Greystone Housing Impact Inves Ben Unit Ctf Stock (GHI)	0.1	$288k		18k	16.29	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.1	$285k		7.4k	38.47	View chart
Qualcomm Stock (QCOM)	0.1	$285k	+2%	1.7k	169.33	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$284k		9.7k	29.18	View chart
Target Corp Stock (TGT)	0.1	$283k	+10%	1.6k	177.21	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$282k	+55%	1.3k	225.00	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$281k	+400%	3.3k	85.27	View chart
Deere & Co Stock (DE)	0.1	$278k	+6%	677.00	410.63	View chart
The Cigna Group Stock (CI)	0.1	$277k		762.00	363.13	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$263k		3.6k	72.63	View chart
Ft Vest U.s. Equity Deep Buffer Etf - June Etf (DJUN)	0.1	$262k		6.6k	40.02	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$259k	+11%	3.6k	72.33	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$253k		4.6k	54.40	View chart
Booking Holdings Stock (BKNG)	0.1	$250k		69.00	3628.26	View chart
Ft Vest Us Equity Buffer Etf - December Etf (FDEC)	0.1	$248k		6.0k	41.21	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$248k		1.8k	136.05	View chart
Intercontinental Exchange Stock (ICE)	0.1	$248k		1.8k	137.43	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$246k	+3%	619.00	397.76	View chart
Ft Vest International Equity Moderate Buffer Etf - December Etf (YDEC)	0.1	$243k	+11%	10k	23.52	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$232k		2.1k	108.93	View chart
Nucor Corp Stock (NUE)	0.0	$231k		1.2k	197.97	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.0	$227k		5.2k	43.38	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$226k		2.6k	87.23	View chart
Palo Alto Networks Stock (PANW)	0.0	$226k	+49%	796.00	284.13	View chart
Automatic Data Processing Stock (ADP)	0.0	$219k		878.00	249.61	View chart
Colgate Palmolive Stock (CL)	0.0	$217k		2.4k	90.04	View chart
Assured Guaranty Stock (AGO)	0.0	$217k		2.5k	87.25	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$216k		4.3k	50.28	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$212k	-3%	3.9k	54.23	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$209k		3.1k	68.13	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$209k		1.9k	107.44	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$208k		4.8k	43.35	View chart
Ft Vest Nasdaq-100 Buffer Etf - December Etf (QDEC)	0.0	$208k		8.4k	24.85	View chart
Proshares Ultra Dow30 Etf (DDM)	0.0	$206k		2.4k	87.08	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$204k		2.7k	75.48	View chart
Cvs Health Corp Stock (CVS)	0.0	$204k	-10%	2.6k	79.76	View chart
Lowes Cos Stock (LOW)	0.0	$203k		795.00	254.67	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$200k		1.6k	125.33	View chart
Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT)	0.0	$199k		5.3k	37.62	View chart
Analog Devices Stock (ADI)	0.0	$194k		980.00	197.75	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$191k	+150%	3.8k	50.61	View chart
Best Buy Stock (BBY)	0.0	$189k	-11%	2.3k	82.02	View chart
Amgen Stock (AMGN)	0.0	$188k		662.00	284.41	View chart
Wisdomtree International Largecap Dividend Fund Etf (DOL)	0.0	$184k		3.5k	51.71	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$177k	-19%	2.0k	87.29	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.0	$176k	+478%	4.2k	41.98	View chart
Wells Fargo Stock (WFC)	0.0	$173k	+79%	3.0k	57.96	View chart
Invesco Global Water Etf Etf (PIO)	0.0	$172k		4.0k	43.11	View chart
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB)	0.0	$167k	+250%	3.7k	45.27	View chart
Wp Carey Reit (WPC)	0.0	$167k	-96%	3.0k	56.44	View chart
Celsius Hldgs Stock (CELH)	0.0	$166k		2.0k	82.92	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$162k		3.9k	41.56	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$160k		1.4k	114.11	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$160k	-19%	2.0k	81.43	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$158k		1.9k	81.79	View chart
Linde Stock (LIN)	0.0	$155k		334.00	464.32	View chart
Diageo Adr (DEO)	0.0	$155k	-10%	1.0k	148.79	View chart
Honeywell Intl Stock (HON)	0.0	$154k		750.00	205.25	View chart
Stag Indl Reit (STAG)	0.0	$152k		4.0k	38.44	View chart
Royal Bk Cda Stock (RY)	0.0	$149k		1.5k	100.88	View chart
Ishares Core Moderate Allocation Etf Etf (AOM)	0.0	$148k	-48%	3.5k	42.77	View chart
Spdr Ssga Us Small Cap Low Volatility Index Etf Etf (SMLV)	0.0	$148k		1.3k	112.04	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$145k		535.00	270.37	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$144k	+11%	1.8k	81.52	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.0	$144k		4.5k	31.79	View chart
Pool Corp Stock (POOL)	0.0	$143k		354.00	403.53	View chart
Ofs Cap Corp Cef (OFS)	0.0	$142k	+6%	14k	9.93	View chart
Ge Aerospace Stock (GE)	0.0	$140k		798.00	175.60	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$138k		1.8k	75.40	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$136k		1.0k	131.93	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$136k		500.00	272.75	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.0	$135k		2.8k	47.70	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$134k		422.00	317.60	View chart
Ft Vest U.s. Equity Deep Buffer Etf - May Etf (DMAY)	0.0	$132k		3.5k	37.28	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$131k	-10%	1.8k	72.36	View chart
Omnicom Group Stock (OMC)	0.0	$129k		1.3k	96.73	View chart
Blackrock Stock (BLK)	0.0	$128k		153.00	835.62	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.0	$127k		3.0k	42.88	View chart
Blackrock Health Sciences Tr Cef (BME)	0.0	$127k	-7%	3.1k	41.44	View chart
Abbott Labs Stock (ABT)	0.0	$125k	+10%	1.1k	113.63	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$122k		2.6k	47.31	View chart
General Mtrs Stock (GM)	0.0	$122k		2.7k	45.35	View chart
Apollo Global Mgmt Stock (APO)	0.0	$121k		1.1k	112.45	View chart
Invesco Global Clean Energy Etf Etf (PBD)	0.0	$119k		8.4k	14.15	View chart
Paychex Stock (PAYX)	0.0	$117k		952.00	122.84	View chart
Ft Vest U.s. Equity Buffer Etf - April Etf (FAPR)	0.0	$117k		3.2k	36.44	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$116k		2.7k	43.36	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$115k		2.4k	47.87	View chart
Parker-hannifin Corp Stock (PH)	0.0	$110k		199.00	554.52	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$109k		791.00	137.21	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$108k		680.00	158.81	View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)	0.0	$108k		2.1k	50.45	View chart
Costco Whsl Corp Stock (COST)	0.0	$106k		145.00	732.63	View chart
Ishares International Developed Property Etf Etf (WPS)	0.0	$105k		3.7k	28.39	View chart
Bio-techne Corp Stock (TECH)	0.0	$103k		1.5k	70.39	View chart
Ft Vest International Equity Buffer Etf - June Etf (YJUN)	0.0	$101k		4.6k	22.16	View chart
American Airls Group Stock (AAL)	0.0	$101k		6.6k	15.35	View chart
Kite Rlty Group Tr Reit (KRG)	0.0	$100k		4.6k	21.68	View chart
Nuveen New York Amt Qlt Municp Cef (NRK)	0.0	$100k		9.2k	10.87	View chart
American Elec Pwr Stock (AEP)	0.0	$100k		1.2k	86.10	View chart
Abrdn Healthcare Investors Sh Ben Int Cef (HQH)	0.0	$98k		5.8k	16.86	View chart
Morgan Stanley Stock (MS)	0.0	$95k		1.0k	94.20	View chart
Uber Technologies Stock (UBER)	0.0	$93k	-7%	1.2k	76.99	View chart
Danaher Corporation Stock (DHR)	0.0	$92k		368.00	249.74	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 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
SOA Wealth Advisors 2020 Q4 filed March 10, 2021

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