Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, NVDA, VOE, and represent 32.36% of SOA Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: EFA, GRNY, AOR, SCHD, SPY, VGSR, PANW, MSTR, TJX, ARES.
Started 32 new stock positions in CVV, JEPQ, ETHA, ELDN, TPL, SATS, USHY, VSNT, Synergy Chc Corp, NOC.
Reduced shares in these 10 stocks: IWY (-$11M), AAPL, YSEP, DGRO, EFIV, FOCT, VOO, FMAY, FAPR, QQQ.
Sold out of its positions in AstraZeneca, AXON, BJ, CELH, CLX, DPST, DKNG, ETSY, NUKZ, FETH.
SOA Wealth Advisors was a net seller of stock by $-37M.
SOA Wealth Advisors has $530M in assets under management (AUM), dropping by -10.55%.
Central Index Key (CIK): 0001849444

Tip: Access up to 7 years of quarterly data

Positions held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for SOA Wealth Advisors

SOA Wealth Advisors holds 867 positions in its portfolio as reported in the March 2026 quarterly 13F filing

SOA Wealth Advisors has 867 total positions. Only the first 250 positions are shown.

Sign up to view all of the SOA Wealth Advisors March 31, 2026 positions
Download the SOA Wealth Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	10.0	$53M	-6%	248k	214.31	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	9.7	$52M	-17%	207k	248.84	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.6	$30M	-5%	50k	597.55	View chart
Nvidia Corporation Stock (NVDA)	4.2	$22M		161k	138.27	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	2.8	$15M		80k	184.28	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	2.6	$14M		280k	48.93	View chart
Microsoft Corp Stock (MSFT)	2.4	$13M		77k	164.39	View chart
Amazon Stock (AMZN)	2.2	$12M		74k	160.07	View chart
State Street Spdr S&p 500 Esg Etf Etf (EFIV)	2.0	$11M	-15%	169k	63.11	View chart
Ishares Select Dividend Etf Etf (DVY)	1.8	$9.6M	-2%	63k	151.41	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	1.8	$9.6M	+8%	402k	23.87	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.8	$9.3M		54k	170.50	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.7	$8.8M	-2%	21k	426.40	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.6	$8.5M	-4%	149k	56.58	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.5	$8.0M	-4%	17k	479.20	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.5	$8.0M	-21%	114k	70.18	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	1.5	$7.9M		79k	100.62	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.4	$7.2M		356k	20.31	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.3	$7.0M	-11%	12k	577.16	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$6.5M		43k	151.07	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	1.1	$6.1M	-4%	42k	144.71	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	1.1	$5.6M	+3%	540k	10.33	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	1.0	$5.2M	-3%	20k	257.35	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.9	$5.0M		7.00	718140.00	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.9	$4.8M		37k	128.12	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.9	$4.7M	-4%	42k	111.37	View chart
Vanguard Growth Etf Etf (VUG)	0.8	$4.4M		10k	436.78	View chart
Ameriprise Finl Stock (AMP)	0.8	$4.3M		9.8k	444.38	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.7	$3.8M		81k	46.91	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.7	$3.6M	+2%	59k	61.89	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$3.3M	+6%	5.0k	650.38	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.6	$3.2M		48k	67.53	View chart
Ishares New York Muni Bond Etf Etf (NYF)	0.6	$3.1M		59k	53.12	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.6	$3.1M	-4%	25k	124.31	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.6	$3.0M	-3%	26k	118.45	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.6	$3.0M		14k	213.67	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.6	$3.0M		19k	160.48	View chart
Vanguard Mid-cap Etf Etf (VO)	0.6	$3.0M		10k	287.17	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.6	$3.0M		32k	92.67	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.6	$2.9M	+2%	30k	97.23	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.5	$2.7M	-4%	9.0k	302.24	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.5	$2.7M	-4%	28k	95.62	View chart
American Express Stock (AXP)	0.5	$2.5M		8.4k	302.48	View chart
Vanguard Small-cap Etf Etf (VB)	0.5	$2.5M	-5%	9.5k	261.91	View chart
Vanguard Value Etf Etf (VTV)	0.5	$2.5M	+2%	13k	196.20	View chart
Ft Vest International Equity Moderate Buffer Etf - September Etf (YSEP)	0.4	$2.4M	-48%	90k	26.17	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$2.3M	-2%	3.6k	653.16	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.4	$2.3M	+48%	24k	97.13	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$2.3M		4.0k	572.06	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$2.3M		146k	15.56	View chart
Ft Vest U.s. Equity Buffer Etf - October Etf (FOCT)	0.4	$2.1M	-48%	44k	47.68	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$2.1M	-3%	3.0k	697.82	View chart
Nextera Energy Stock (NEE)	0.4	$2.0M	-3%	21k	92.88	View chart
Netflix Stock (NFLX)	0.4	$1.9M	-2%	37k	52.28	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.4	$1.9M	-4%	20k	94.56	View chart
Cisco Sys Stock (CSCO)	0.3	$1.8M		23k	77.59	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.8M		7.2k	244.43	View chart
Ww Grainger Stock (GWW)	0.3	$1.6M		1.5k	1091.02	View chart
Consolidated Edison Stock (ED)	0.3	$1.6M		14k	113.18	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.3	$1.6M		12k	132.50	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.3	$1.6M	-10%	12k	135.72	View chart
Walmart Stock (WMT)	0.3	$1.5M	+6%	32k	45.87	View chart
Palo Alto Networks Stock (PANW)	0.3	$1.5M	+12%	20k	73.51	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.3	$1.5M	-4%	12k	121.19	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.3	$1.4M		8.5k	165.70	View chart
State Street Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.3	$1.4M	+4%	10k	134.17	View chart
Goldman Sachs Group Stock (GS)	0.3	$1.4M		1.6k	846.10	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$1.4M		84k	16.37	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.2	$1.3M		9.9k	132.09	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$1.3M	-2%	4.4k	286.87	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$1.2M		25k	47.97	View chart
Oracle Corp Stock (ORCL)	0.2	$1.2M	-6%	8.0k	147.12	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.2	$1.2M	-2%	1.9k	616.65	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$1.1M	-4%	5.4k	211.15	View chart
Home Depot Stock (HD)	0.2	$1.1M		24k	44.73	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$1.0M	+47%	33k	30.68	View chart
Visa Inc Com Cl A Stock (V)	0.2	$989k		25k	40.21	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.2	$946k		15k	61.64	View chart
International Business Machs Stock (IBM)	0.2	$880k		3.6k	242.40	View chart
Merck & Co Stock (MRK)	0.2	$848k	+7%	7.0k	120.29	View chart
Lam Research Corp Stock (LRCX)	0.2	$840k	-10%	3.9k	213.67	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.2	$836k	-30%	53k	15.92	View chart
Ishares High Yield Muni Active Etf Etf (HIMU)	0.2	$829k		17k	47.98	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.2	$823k	-5%	17k	49.37	View chart
Advanced Micro Devices Stock (AMD)	0.2	$808k	-2%	4.0k	203.43	View chart
Chevron Corporation Stock (CVX)	0.2	$798k	+7%	3.9k	206.89	View chart
Broadcom Stock (AVGO)	0.1	$772k	-2%	17k	44.74	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$742k	+4%	1.9k	383.38	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$740k		2.1k	356.58	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.1	$734k	-40%	13k	56.50	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$725k		1.2k	604.24	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$724k		31k	23.20	View chart
Ft Vest International Equity Moderate Buffer Etf (YMAR)	0.1	$702k	-49%	26k	27.35	View chart
Ft Vest U.s. Equity Buffer Fund - May Etf (FMAY)	0.1	$685k	-66%	13k	52.80	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$683k		18k	38.42	View chart
Tesla Stock (TSLA)	0.1	$675k		8.0k	84.34	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$672k	+5%	2.1k	320.81	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$648k	-3%	5.5k	118.52	View chart
Caterpillar Stock (CAT)	0.1	$647k	+11%	913.00	708.53	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$633k	-3%	1.9k	328.58	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$631k	-2%	2.0k	313.87	View chart
Disney Walt Stock (DIS)	0.1	$625k	-20%	6.5k	96.38	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$622k		6.3k	98.37	View chart
Mcdonalds Corp Stock (MCD)	0.1	$619k		9.3k	66.37	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$588k	-4%	6.5k	90.53	View chart
Ft Vest U.s. Equity Buffer Etf - July Etf (FJUL)	0.1	$588k	-43%	11k	54.72	View chart
Ft Vest U.s. Equity Buffer Etf - April Etf (FAPR)	0.1	$579k	-62%	13k	44.90	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$579k	+1205%	9.0k	64.35	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$574k	-2%	4.3k	132.90	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.1	$571k		1.8k	326.06	View chart
Ft Vest International Equity Moderate Buffer Etf - June Etf (YJUN)	0.1	$567k	-60%	22k	25.75	View chart
At&t Stock (T)	0.1	$556k		19k	28.99	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$537k	+4%	3.7k	146.28	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$532k		2.1k	254.03	View chart
Procter & Gamble Stock (PG)	0.1	$515k		15k	33.90	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$503k		18k	28.30	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - May Etf (SMAY)	0.1	$499k	-53%	19k	26.31	View chart
Global X Social Media Etf Etf (SOCL)	0.1	$493k	-10%	11k	43.30	View chart
Ishares Global Consumer Staples Etf Etf (KXI)	0.1	$492k		7.3k	67.01	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$485k		82k	5.94	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.1	$473k		2.7k	173.44	View chart
Deere & Co Stock (DE)	0.1	$467k	+9%	829.00	563.45	View chart
Invesco Building & Construction Etf Etf (PKB)	0.1	$467k		4.8k	97.57	View chart
Eli Lilly & Co Stock (LLY)	0.1	$466k		18k	26.54	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - February Etf (SFEB)	0.1	$462k	-53%	20k	23.75	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$457k	-9%	3.1k	148.12	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$455k	-10%	1.2k	367.38	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.1	$452k	-8%	3.8k	117.65	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$446k		3.9k	113.11	View chart
Texas Instrs Stock (TXN)	0.1	$434k		2.2k	194.18	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$426k		5.4k	79.26	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$426k		5.0k	84.92	View chart
Pepsico Stock (PEP)	0.1	$422k	-2%	2.7k	155.26	View chart
Verizon Communications Stock (VZ)	0.1	$419k	+12%	19k	21.70	View chart
Coca Cola Stock (KO)	0.1	$416k	-3%	5.5k	76.05	View chart
Ft Vest U.s. Equity Deep Buffer Etf - June Etf (DJUN)	0.1	$413k	-23%	8.8k	47.04	View chart
Bank America Corp Stock (BAC)	0.1	$405k	-3%	8.3k	48.75	View chart
3M Stock (MMM)	0.1	$385k		2.6k	145.23	View chart
Ge Vernova Stock (GEV)	0.1	$380k		56k	6.83	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$373k	+8%	3.8k	99.27	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$371k	-4%	13k	29.13	View chart
Omnicom Group Stock (OMC)	0.1	$370k	+5%	4.9k	75.32	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$364k		7.7k	47.53	View chart
Ft Vest Us Equity Buffer Etf - December Etf (FDEC)	0.1	$355k	-11%	7.1k	49.72	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$350k		4.8k	73.63	View chart
Navios Maritime Partners Lp Com Unit Lpi Stock (NMM)	0.1	$345k		5.1k	67.48	View chart
Ft Vest Us Equity Buffer Etf - March Etf (FMAR)	0.1	$343k	-20%	7.1k	48.49	View chart
Blackstone Stock (BX)	0.1	$342k	+11%	3.0k	115.00	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$340k		1.9k	181.45	View chart
Ft Vest Us Equity Deep Buffer Etf - December Etf (DDEC)	0.1	$336k	-58%	7.6k	44.28	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$334k		5.9k	56.79	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.1	$331k	-19%	6.4k	51.78	View chart
Boeing Stock (BA)	0.1	$328k	+20%	1.6k	199.03	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$325k		4.0k	81.97	View chart
Union Pac Corp Stock (UNP)	0.1	$318k		9.6k	32.95	View chart
Ft Vest U.s. Equity Buffer Etf - September Etf (FSEP)	0.1	$305k	-47%	6.0k	50.57	View chart
Ge Aerospace Stock (GE)	0.1	$301k	+20%	1.1k	283.82	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.1	$301k		7.3k	41.08	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$295k	+4%	637.00	463.19	View chart
Intercontinental Exchange Stock (ICE)	0.1	$280k		13k	22.46	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$279k		3.5k	80.05	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$279k	-14%	4.6k	60.65	View chart
Abbvie Stock (ABBV)	0.1	$277k		18k	15.59	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$277k	+5%	847.00	327.20	View chart
Starbucks Corp Stock (SBUX)	0.1	$275k		3.1k	89.60	View chart
Micron Technology Stock (MU)	0.0	$262k	-15%	776.00	337.62	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$262k		262k	1.00	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$260k	-8%	528.00	491.57	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$259k		2.7k	95.48	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$259k		3.4k	75.45	View chart
Ft Vest International Equity Moderate Buffer Etf - December Etf (YDEC)	0.0	$250k	-23%	9.5k	26.30	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$250k		6.6k	37.84	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$247k	+15%	2.6k	93.96	View chart
Qualcomm Stock (QCOM)	0.0	$243k	-5%	1.9k	128.76	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$241k	-2%	963.00	250.63	View chart
Booking Holdings Stock (BKNG)	0.0	$236k	-8%	56.00	4214.48	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$232k		1.1k	218.75	View chart
Royal Bk Cda Stock (RY)	0.0	$232k		1.4k	161.78	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$229k		2.1k	108.97	View chart
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)	0.0	$229k	-29%	4.5k	50.41	View chart
Williams Cos Stock (WMB)	0.0	$227k		65k	3.51	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.0	$227k	-15%	5.0k	45.06	View chart
Intel Corp Stock (INTC)	0.0	$225k	-53%	5.1k	44.13	View chart
Wells Fargo & Co Stock (WFC)	0.0	$219k		2.8k	79.61	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$216k		2.3k	91.78	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$214k		7.8k	27.50	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$213k		3.2k	67.59	View chart
Linde Stock (LIN)	0.0	$213k		430.00	495.76	View chart
Alliancebernstein Global High Cef (AWF)	0.0	$212k		21k	10.17	View chart
Proshares Ultra Dow30 Etf (DDM)	0.0	$212k		4.1k	52.05	View chart
Kla Corp Stock (KLAC)	0.0	$211k	-8%	143.00	1476.01	View chart
Pfizer Stock (PFE)	0.0	$210k	+16%	7.5k	28.08	View chart
Analog Devices Stock (ADI)	0.0	$209k		656.00	318.19	View chart
Ft Vest Nasdaq-100 Buffer Etf - December Etf (QDEC)	0.0	$208k	-20%	6.6k	31.46	View chart
Assured Guaranty Stock (AGO)	0.0	$203k		2.5k	81.48	View chart
Arista Networks Stock (ANET)	0.0	$201k		1.6k	122.78	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$199k		1.8k	110.36	View chart
Blackrock Stock (BLK)	0.0	$198k		13k	15.26	View chart
Amgen Stock (AMGN)	0.0	$197k	-2%	559.00	351.70	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$196k		913.00	215.06	View chart
Spdr Gold Shares Etf (GLD)	0.0	$195k		454.00	430.29	View chart
Ft Vest U.s. Small Cap Moderate Buffer Etf - November Etf (SNOV)	0.0	$194k	-42%	7.8k	24.82	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$194k		4.9k	39.68	View chart
Lowes Cos Stock (LOW)	0.0	$191k	+2%	808.00	236.32	View chart
Valero Energy Corp Stock (VLO)	0.0	$189k		764.00	247.09	View chart
United States Antimony Corp Stock (UAMY)	0.0	$189k		22k	8.73	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$185k		454.00	407.78	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$182k		3.2k	57.07	View chart
Ft Vest U.s. Equity Buffer Fund - February Etf (FFEB)	0.0	$180k	-51%	3.2k	55.85	View chart
Parker-hannifin Corp Stock (PH)	0.0	$180k		16k	11.28	View chart
Philip Morris Intl Stock (PM)	0.0	$179k		32k	5.52	View chart
Unitedhealth Group Stock (UNH)	0.0	$176k	-3%	648.00	270.80	View chart
Invesco Global Water Etf Etf (PIO)	0.0	$174k		4.0k	43.42	View chart
Nike Inc Cl B Stock (NKE)	0.0	$169k		3.2k	52.82	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.0	$167k	+32%	1.2k	135.46	View chart
Wp Carey Reit (WPC)	0.0	$165k		2.4k	67.96	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$165k		97k	1.71	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$162k	-2%	2.2k	74.35	View chart
Morgan Stanley Stock (MS)	0.0	$162k	-3%	984.00	164.50	View chart
Delta Air Lines Stock (DAL)	0.0	$160k		2.4k	66.49	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$159k		2.8k	57.19	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$159k	-48%	407.00	390.41	View chart
Apollo Global Mgmt Stock (APO)	0.0	$156k	+19%	1.4k	111.42	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$154k	+2%	308.00	499.88	View chart
Colgate Palmolive Stock (CL)	0.0	$153k		1.8k	85.22	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.0	$153k		2.7k	57.57	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$153k		2.9k	52.96	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$152k		1.8k	82.58	View chart
Invesco Global Clean Energy Etf Etf (PBD)	0.0	$152k		8.5k	17.93	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$150k	-3%	764.00	196.86	View chart
Air Products And Chemicals Stock (APD)	0.0	$150k	+89%	517.00	290.49	View chart
Honeywell Intl Stock (HON)	0.0	$150k		6.4k	23.51	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$147k		1.7k	88.45	View chart
Dte Energy Stock (DTE)	0.0	$144k	-4%	987.00	146.23	View chart
Mckesson Corp Stock (MCK)	0.0	$143k		165.00	865.36	View chart
General Mtrs Stock (GM)	0.0	$143k		1.9k	74.52	View chart
Gilead Sciences Stock (GILD)	0.0	$142k		1.0k	139.33	View chart
The Cigna Group Stock (CI)	0.0	$141k		530.00	266.64	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$140k		391.00	358.62	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$140k		1.8k	77.18	View chart
Strategy Inc Cl A Stock (MSTR)	0.0	$138k	+934%	1.1k	124.80	View chart
Salesforce Stock (CRM)	0.0	$138k	-5%	737.00	186.67	View chart
Citigroup Stock (C)	0.0	$135k	-7%	1.2k	113.36	View chart
Ft Vest U.s. Equity Deep Buffer Etf - May Etf (DMAY)	0.0	$135k	-44%	3.0k	44.93	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	0.0	$131k	-16%	2.7k	47.91	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.0	$129k		2.7k	47.37	View chart
Oshkosh Corp Stock (OSK)	0.0	$128k		870.00	147.23	View chart
Wisdomtree True Developed International Fund Etf (DOL)	0.0	$128k		1.9k	68.00	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$127k		2.4k	52.76	View chart
Kite Realty Group Trust Reit (KRG)	0.0	$124k		5.0k	24.55	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 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
SOA Wealth Advisors 2022 Q4 filed Jan. 10, 2023

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z