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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, VOE, and represent 33.06% of SOA Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$7.5M), GRNY (+$5.1M), VUG, MSFT, VGT, VO, META, GS, HDV, IEMG.
Started 91 new stock positions in SPCX, AMKR, CCL, ZG, EGUS, GWRE, RELX, EXE, RYAAY, AAOI.
Reduced shares in these 10 stocks: XBI (-$15M), SPYV, AAPL, IWP, JPM, MCD, IJK, V, ICE, NFLX.
Sold out of its positions in SMTH, Air Lease Corp, GHI, AOUT, ARES, ARCC, Assertio Holdings, WRB, BYND, BTZ.
SOA Wealth Advisors was a net seller of stock by $-12M.
SOA Wealth Advisors has $595M in assets under management (AUM), dropping by 12.32%.
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 892 positions in its portfolio as reported in the June 2026 quarterly 13F filing

SOA Wealth Advisors has 892 total positions. Only the first 250 positions are shown.

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Download the SOA Wealth Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell Top 200 Growth Etf Etf (IWY)	10.2	$61M		209k	290.62	View chart
Apple Stock (AAPL)	10.1	$60M	-6%	232k	258.95	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.8	$34M		50k	686.81	View chart
Nvidia Corporation Stock (NVDA)	4.2	$25M	-4%	153k	164.70	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	2.7	$16M	+2%	83k	197.60	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	2.7	$16M	+45%	586k	27.65	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	2.6	$15M	+3%	290k	52.76	View chart
Amazon Stock (AMZN)	2.3	$14M	-2%	72k	190.81	View chart
Microsoft Corp Stock (MSFT)	2.1	$13M	+33%	102k	122.72	View chart
State Street Spdr S&p 500 Esg Etf Etf (EFIV)	2.0	$12M		166k	72.85	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.9	$12M	+3%	56k	203.64	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.7	$10M	+293%	81k	124.17	View chart
Ishares Select Dividend Etf Etf (DVY)	1.6	$9.6M	-3%	61k	156.30	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.5	$8.9M		12k	736.37	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.4	$8.4M	-2%	111k	75.79	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.3	$8.0M	-3%	16k	500.39	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	1.3	$7.5M	-19%	64k	117.50	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$7.3M	-26%	32k	227.82	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	1.2	$7.1M	+15%	626k	11.38	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.2	$7.0M	-12%	313k	22.30	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	1.1	$6.3M	-15%	36k	178.60	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.9	$5.3M	-13%	17k	306.29	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.9	$5.2M		7.00	748850.00	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.9	$5.2M		42k	124.42	View chart
Vanguard Growth Etf Etf (VUG)	0.9	$5.2M	+492%	60k	86.14	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.8	$4.8M	-47%	79k	60.79	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.8	$4.7M	+17%	69k	67.63	View chart
Ameriprise Finl Stock (AMP)	0.7	$4.4M		9.7k	458.77	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.7	$4.1M	+22%	37k	110.32	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.7	$3.9M	-7%	75k	51.78	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.6	$3.6M	+46%	214k	16.93	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$3.6M	-4%	4.8k	746.83	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.6	$3.4M	-8%	23k	148.31	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.6	$3.4M		14k	242.44	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.6	$3.3M	-8%	43k	77.11	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.5	$3.2M	-8%	24k	136.68	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.5	$3.2M	-6%	30k	105.16	View chart
Ishares New York Muni Bond Etf Etf (NYF)	0.5	$3.2M		59k	53.91	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.5	$3.1M	-12%	17k	184.95	View chart
American Express Stock (AXP)	0.5	$2.9M		8.5k	338.26	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.5	$2.8M	-48%	19k	146.41	View chart
Vanguard Mid-cap Etf Etf (VO)	0.5	$2.8M	+236%	35k	80.57	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.5	$2.7M	-4%	27k	102.81	View chart
Cisco Sys Stock (CSCO)	0.5	$2.7M		23k	117.46	View chart
Vanguard Value Etf Etf (VTV)	0.5	$2.7M		13k	217.93	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$2.7M		3.6k	748.94	View chart
Vanguard Information Technology Etf Etf (VGT)	0.5	$2.7M	+656%	23k	119.52	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$2.5M	+3%	25k	103.88	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.4	$2.5M	-24%	6.8k	365.72	View chart
Ft Vest International Equity Moderate Buffer Etf - September Etf (YSEP)	0.4	$2.5M		89k	27.54	View chart
Vanguard Small-cap Etf Etf (VB)	0.4	$2.4M	-16%	7.9k	303.11	View chart
Ft Vest U.s. Equity Buffer Etf - October Etf (FOCT)	0.4	$2.3M		44k	52.29	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$2.3M	+18%	99k	22.76	View chart
Advanced Micro Devices Stock (AMD)	0.4	$2.2M	-4%	3.8k	580.91	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$2.2M	+203%	12k	180.35	View chart
Palo Alto Networks Stock (PANW)	0.4	$2.1M	-13%	17k	124.14	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.8M		7.2k	253.96	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.3	$1.8M	-10%	18k	102.25	View chart
Nextera Energy Stock (NEE)	0.3	$1.8M	-3%	21k	87.77	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.3	$1.7M		12k	142.39	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.3	$1.7M	-2%	12k	147.72	View chart
State Street Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.3	$1.7M	+15%	12k	143.06	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$1.7M	+8%	4.8k	353.36	View chart
Lam Research Corp Stock (LRCX)	0.3	$1.7M		3.9k	433.28	View chart
Goldman Sachs Group Stock (GS)	0.3	$1.7M	+506%	9.8k	169.71	View chart
Consolidated Edison Stock (ED)	0.3	$1.5M		14k	110.63	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.3	$1.5M		9.9k	154.30	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.3	$1.5M		8.6k	176.64	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.3	$1.5M	+381%	55k	27.41	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$1.5M	+345%	2.8k	522.40	View chart
Ww Grainger Stock (GWW)	0.2	$1.5M	-27%	1.1k	1360.83	View chart
Netflix Stock (NFLX)	0.2	$1.4M	-47%	19k	71.40	View chart
Walmart Stock (WMT)	0.2	$1.3M	-46%	17k	76.98	View chart
International Business Machs Stock (IBM)	0.2	$1.3M	+28%	4.7k	281.24	View chart
Oracle Corp Stock (ORCL)	0.2	$1.2M	+97%	16k	78.28	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$1.2M		5.4k	227.06	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.2	$1.2M		1.9k	640.87	View chart
Micron Technology Stock (MU)	0.2	$1.2M	+32%	1.0k	1153.80	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$1.2M	-8%	1.8k	655.85	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$1.1M	-14%	1.6k	703.34	View chart
Home Depot Stock (HD)	0.2	$1.1M	-29%	17k	65.31	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.2	$1.1M		1.8k	623.83	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$1.0M	+189%	90k	11.50	View chart
Broadcom Stock (AVGO)	0.2	$1.0M	+6%	18k	55.12	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.2	$996k	-3%	15k	67.01	View chart
Ishares High Yield Muni Active Etf Etf (HIMU)	0.2	$963k	+11%	19k	49.80	View chart
Exxonmobil Holdings Corp Stock	0.2	$951k	NEW	15k	62.67	View chart
Merck & Co Stock (MRK)	0.2	$943k	+4%	7.3k	128.50	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$934k	-9%	29k	31.71	View chart
Caterpillar Stock (CAT)	0.2	$903k	-7%	848.00	1064.35	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.2	$895k		5.5k	163.57	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.2	$893k	NEW	5.2k	170.86	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$879k		16k	53.61	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.1	$836k	-19%	43k	19.68	View chart
Visa Inc Com Cl A Stock (V)	0.1	$826k	-62%	9.3k	88.95	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$822k	-3%	2.0k	409.47	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$788k	-4%	4.1k	190.51	View chart
Tesla Stock (TSLA)	0.1	$769k	-6%	7.5k	102.77	View chart
Ft Vest International Equity Moderate Buffer Etf (YMAR)	0.1	$764k	+3%	27k	28.66	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.1	$759k	-2%	13k	59.95	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$751k	-3%	2.0k	370.07	View chart
Intel Corp Stock (INTC)	0.1	$722k		5.2k	139.63	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$718k	+607%	45k	16.04	View chart
Citizens Finl Group Stock (CFG)	0.1	$700k	+998700%	10k	70.07	View chart
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY)	0.1	$672k	-7%	12k	56.20	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$671k	-15%	1.7k	393.99	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$671k	+7%	9.7k	69.50	View chart
Texas Instrs Stock (TXN)	0.1	$669k		2.2k	298.09	View chart
Marvell Technology Stock (MRVL)	0.1	$661k	+90%	2.2k	297.89	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	0.1	$652k		11k	59.54	View chart
Ft Vest U.s. Equity Buffer Etf - April Etf (FAPR)	0.1	$637k	+5%	14k	46.74	View chart
Chevron Corporation Stock (CVX)	0.1	$630k		3.8k	165.77	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$614k		1.2k	509.44	View chart
Ge Vernova Stock (GEV)	0.1	$614k	+160%	145k	4.25	View chart
Disney Walt Stock (DIS)	0.1	$609k	-2%	6.3k	96.25	View chart
Ft Vest International Equity Moderate Buffer Etf - June Etf (YJUN)	0.1	$608k	+2%	23k	26.80	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$594k		2.1k	283.77	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$552k	-12%	5.7k	96.58	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - May Etf (SMAY)	0.1	$551k	+2%	19k	28.38	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$544k	+400%	6.2k	87.91	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$542k		3.9k	137.52	View chart
Invesco Building & Construction Etf Etf (PKB)	0.1	$537k		4.8k	112.05	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$517k		5.0k	103.22	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - February Etf (SFEB)	0.1	$494k	-3%	19k	26.24	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$491k	-5%	77k	6.35	View chart
Procter & Gamble Stock (PG)	0.1	$490k	-69%	4.6k	105.97	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$489k		3.1k	158.03	View chart
Deere & Co Stock (DE)	0.1	$487k	-7%	767.00	634.41	View chart
Global X Social Media Etf Etf (SOCL)	0.1	$477k	-4%	11k	43.81	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$474k		8.3k	56.98	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$473k		1.9k	252.20	View chart
Arm Holdings Adr (ARM)	0.1	$458k	+155%	1.3k	354.57	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$447k	-62%	6.6k	67.42	View chart
Mcdonalds Corp Stock (MCD)	0.1	$442k	-82%	1.6k	270.26	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.1	$440k	-3%	2.6k	166.65	View chart
Ft Vest U.s. Equity Deep Buffer Etf - June Etf (DJUN)	0.1	$432k		8.8k	49.28	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$432k		13k	33.84	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.1	$432k	-11%	3.4k	127.50	View chart
3M Stock (MMM)	0.1	$429k		2.6k	161.91	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$429k		5.4k	79.04	View chart
Ishares Global Consumer Staples Etf Etf (KXI)	0.1	$423k	-14%	6.3k	67.53	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$415k		7.7k	54.03	View chart
Coca Cola Stock (KO)	0.1	$415k	-6%	5.1k	81.27	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$414k	-3%	3.5k	116.67	View chart
At&t Stock (T)	0.1	$398k		19k	20.70	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$385k	-4%	5.6k	68.41	View chart
Ge Aerospace Stock (GE)	0.1	$384k	-3%	1.0k	373.87	View chart
Ft Vest Us Equity Buffer Etf - December Etf (FDEC)	0.1	$382k		7.0k	54.47	View chart
Blackstone Stock (BX)	0.1	$377k	+7%	3.2k	117.67	View chart
Eli Lilly & Co Stock (LLY)	0.1	$376k	-47%	9.1k	41.14	View chart
Ft Vest Us Equity Buffer Etf - March Etf (FMAR)	0.1	$370k		7.1k	52.26	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$364k	-2%	3.7k	98.99	View chart
Ft Vest Us Equity Deep Buffer Etf - December Etf (DDEC)	0.1	$359k		7.6k	47.38	View chart
Navios Maritime Partners Lp Com Unit Lpi Stock (NMM)	0.1	$359k		5.1k	70.07	View chart
Omnicom Group Stock (OMC)	0.1	$358k		4.9k	72.83	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.1	$354k	-2%	6.3k	56.51	View chart
Kla Corp Stock (KLAC)	0.1	$353k	+718%	1.2k	301.63	View chart
Union Pac Corp Stock (UNP)	0.1	$353k	-25%	7.2k	49.26	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$350k		4.8k	73.41	View chart
Pepsico Stock (PEP)	0.1	$347k	-5%	2.6k	135.39	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.1	$344k		7.3k	46.96	View chart
Unitedhealth Group Stock (UNH)	0.1	$335k	+24%	807.00	415.56	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$332k		4.0k	83.07	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$328k	+3%	3.6k	90.59	View chart
Alerian Mlp Etf Etf (AMLP)	0.1	$319k	+21%	319k	1.00	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$317k		2.7k	117.03	View chart
Ft Vest U.s. Equity Buffer Etf - September Etf (FSEP)	0.1	$315k	-3%	5.8k	54.17	View chart
Royal Bk Cda Stock (RY)	0.1	$310k	+925%	15k	21.08	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$304k	-5%	908.00	334.90	View chart
Ishares Esg Aware Msci Usa Growth Etf Etf (EGUS)	0.1	$303k	NEW	5.2k	58.42	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$302k	+17%	1.2k	242.42	View chart
Starbucks Corp Stock (SBUX)	0.1	$298k	-4%	2.9k	102.19	View chart
Boeing Stock (BA)	0.0	$293k	-17%	1.4k	216.47	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$291k		3.4k	84.59	View chart
Verizon Communications Stock (VZ)	0.0	$287k	-30%	13k	21.42	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$287k	-7%	376.00	763.14	View chart
Arista Networks Stock (ANET)	0.0	$282k		1.7k	169.88	View chart
Abbvie Stock (ABBV)	0.0	$276k	-74%	4.6k	60.43	View chart
Proshares Ultra Dow30 Etf (DDM)	0.0	$267k		4.1k	65.53	View chart
Ft Vest International Equity Moderate Buffer Etf - December Etf (YDEC)	0.0	$262k		9.5k	27.54	View chart
Analog Devices Stock (ADI)	0.0	$261k		658.00	397.04	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$261k		520.00	501.52	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.0	$250k		4.5k	55.09	View chart
Booking Holdings Stock (BKNG)	0.0	$250k	+2401%	1.4k	178.27	View chart
Qualcomm Stock (QCOM)	0.0	$246k	-29%	1.3k	184.82	View chart
Williams Cos Stock (WMB)	0.0	$245k	+21%	79k	3.12	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$243k		6.6k	36.76	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$243k	-4%	3.0k	80.83	View chart
Ft Vest Nasdaq-100 Buffer Etf - December Etf (QDEC)	0.0	$235k		6.6k	35.61	View chart
Linde Stock (LIN)	0.0	$232k	+1967%	8.9k	26.05	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$231k		2.1k	109.05	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$230k	-13%	4.0k	57.62	View chart
Wells Fargo & Co Stock (WFC)	0.0	$228k		2.8k	82.64	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$225k	+500%	2.7k	82.63	View chart
Delta Air Lines Stock (DAL)	0.0	$225k		2.4k	93.68	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.0	$217k	-9%	7.0k	30.78	View chart
Philip Morris Intl Stock (PM)	0.0	$216k	+12%	37k	5.93	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$216k		913.00	236.62	View chart
Alliancebernstein Global High Cef (AWF)	0.0	$215k		21k	10.30	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$215k		764.00	281.03	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$211k	-13%	2.3k	92.25	View chart
Intercontinental Exchange Stock (ICE)	0.0	$211k	-86%	1.7k	123.11	View chart
Astera Labs Stock (ALAB)	0.0	$208k	-4%	430.00	483.02	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$204k		4.9k	41.82	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$200k		1.8k	109.45	View chart
Assured Guaranty Stock (AGO)	0.0	$199k		2.5k	80.16	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - November Etf (SNOV)	0.0	$199k	-6%	7.3k	27.09	View chart
Morgan Stanley Stock (MS)	0.0	$198k	-3%	945.00	209.00	View chart
Valero Energy Corp Stock (VLO)	0.0	$196k		753.00	260.45	View chart
Royal Caribbean Group Stock (RCL)	0.0	$191k	+50%	600.00	317.53	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.0	$189k	-8%	684.00	276.17	View chart
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB)	0.0	$187k	-4%	3.1k	60.98	View chart
Parker-hannifin Corp Stock (PH)	0.0	$186k	-56%	6.9k	26.78	View chart
Amgen Stock (AMGN)	0.0	$185k	-8%	510.00	362.35	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$182k	+2780%	13k	13.96	View chart
Invesco Global Water Etf Etf (PIO)	0.0	$181k		4.0k	44.97	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.0	$181k	-31%	3.5k	52.12	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$180k		3.2k	56.33	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$179k	+103%	1.8k	99.54	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$177k		2.3k	75.44	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$176k		2.8k	63.04	View chart
Blackrock Stock (BLK)	0.0	$175k	-50%	6.5k	27.13	View chart
Wp Carey Reit (WPC)	0.0	$175k		2.4k	71.50	View chart
Defiance Quantum Etf Etf (QTUM)	0.0	$174k	+11%	1.1k	165.41	View chart
Lowes Cos Stock (LOW)	0.0	$174k	-2%	788.00	220.53	View chart
Air Products And Chemicals Stock (APD)	0.0	$168k	+10%	573.00	293.08	View chart
Citigroup Stock (C)	0.0	$167k		1.2k	140.00	View chart
Invesco Global Clean Energy Etf Etf (PBD)	0.0	$166k		8.5k	19.60	View chart
Apollo Global Mgmt Stock (APO)	0.0	$165k		1.4k	118.31	View chart
Colgate Palmolive Stock (CL)	0.0	$164k		1.8k	91.67	View chart
Cadence Design System Stock (CDNS)	0.0	$157k		419.00	375.32	View chart
United States Antimony Corp Stock (UAMY)	0.0	$157k		22k	7.26	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$156k		1.7k	93.40	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$155k		391.00	396.88	View chart
Fortinet Stock (FTNT)	0.0	$154k		1.0k	153.62	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$153k	+51%	296.00	515.23	View chart
General Mtrs Stock (GM)	0.0	$152k	+3%	2.0k	77.06	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$152k		1.9k	82.13	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$152k	-3%	296.00	513.85	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$152k		2.9k	51.88	View chart
Dte Energy Stock (DTE)	0.0	$151k		991.00	152.43	View chart
Kite Realty Group Trust Reit (KRG)	0.0	$151k	+5%	5.3k	28.38	View chart
Vaneck Rare Earth And Strategic Metals Etf Etf (REMX)	0.0	$149k	+163%	149k	1.00	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.0	$147k	+26%	147k	1.00	View chart
Spdr Gold Shares Etf (GLD)	0.0	$146k	-12%	397.00	368.38	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	0.0	$145k	+3%	2.8k	51.35	View chart
Global X Uranium Etf Etf (URA)	0.0	$145k	NEW	145k	1.00	View chart
Pfizer Stock (PFE)	0.0	$144k	-19%	6.0k	24.08	View chart
Csx Corp Stock (CSX)	0.0	$143k	+27%	143k	1.00	View chart
Ft Vest U.s. Equity Deep Buffer Etf - May Etf (DMAY)	0.0	$143k		3.0k	47.12	View chart

Past Filings by SOA Wealth Advisors

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

SOA Wealth Advisors 2026 Q2 filed July 21, 2026
SOA Wealth Advisors 2026 Q1 filed May 20, 2026
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

View all past filings

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