Soa Wealth Advisors, Llc. Purchases in Q1 2025

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
366K
+ 2221.97%
$183.02 - $207.75 $67M - $76M
383K $71M
MSFT
Microsoft Corp

Technology
85K
+ 203.7%
$375.39 - $447.2 $31.9M - $38M
127K $47.6M
IWM
Ishares Russell 2000 ETF

ETFs
141K
+ 2904.26%
$198.1 - $229.79 $27.9M - $32.3M
145K $29.2M
COST
Costco Wholesale Corp

Consumer Defensive
20.4K
+ 10846.81%
$890.62 - $1076.86 $18.2M - $22M
20.6K $19.5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
298K
New
$48.65 - $53.06 $14.5M - $15.8M
298K $15.5M
NFLX
Netflix Inc

Communication Services
15.1K
+ 951.23%
$828.4 - $1058.6 $12.5M - $16M
16.7K $15.6M
PH
Parker Hannifin Corp

Industrials
18.8K
+ 10339.56%
$591.65 - $707.05 $11.1M - $13.3M
19K $11.5M
XLV
Select Sector Spdr Fund Health

ETFs
73.2K
+ 2304.03%
$137.61 - $149.68 $10.1M - $11M
76.4K $11M
NOW
Service Now, Inc.

Technology
13.2K
+ 77694.12%
$783.83 - $1170.39 $10.4M - $15.5M
13.2K $10.5M
HD
Home Depot, Inc.

Consumer Cyclical
26.8K
+ 790.3%
$347.25 - $424.87 $9.31M - $11.4M
30.2K $11.1M
LLY
Eli Lilly & CO

Healthcare
10.4K
+ 1127.14%
$725.72 - $929.72 $7.57M - $9.69M
11.4K $9.37M
SPGI
S&P Global Inc.

Financial Services
15.6K
+ 48875.0%
$478.26 - $543.77 $7.48M - $8.5M
15.7K $7.96M
V
Visa Inc.

Financial Services
21.1K
+ 738.53%
$306.92 - $362.71 $6.47M - $7.65M
23.9K $8.39M
TDIV
First Trust Nasdaq Technology

ETFs
95.9K
New
$73.39 - $83.95 $7.03M - $8.05M
95.9K $7.03M
IEMG
Ishares Inc

ETFs
113K
+ 347.63%
N/A
145K $7.78M
JPM
Jpmorgan Chase & CO

Financial Services
23.1K
+ 108.23%
$225.19 - $279.95 $5.2M - $6.47M
44.4K $10.9M
ITA
Ishares Tr

ETFs
31.2K
+ 3020.41%
$144.84 - $159.5 $4.52M - $4.98M
32.3K $4.94M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
96.6K
+ 42.42%
$49.78 - $53.19 $4.81M - $5.14M
324K $16.4M
URI
United Rentals, Inc.

Industrials
7.49K
New
$594.17 - $789.56 $4.45M - $5.91M
7.49K $4.69M
ET
Energy Transfer LP

Energy
232K
+ 12069.76%
$17.26 - $21.08 $4M - $4.89M
234K $4.35M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
187K
+ 3089.59%
$21.67 - $23.21 $4.05M - $4.34M
193K $4.4M
RACE
Ferrari N.V.

Consumer Cyclical
9.77K
New
$413.73 - $508.15 $4.04M - $4.97M
9.77K $4.18M
PM
Philip Morris International Inc.

Consumer Defensive
26.1K
+ 4817.16%
$117.15 - $158.79 $3.06M - $4.15M
26.7K $4.23M
PHO
Invesco Exchange Traded Fd Tr

ETFs
63.7K
+ 6246.81%
$63.77 - $68.75 $4.06M - $4.38M
64.7K $4.16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
70.5K
New
$56.17 - $59.71 $3.96M - $4.21M
70.5K $4M
MLM
Martin Marietta Materials Inc

Basic Materials
7K
New
$460.39 - $552.64 $3.22M - $3.87M
7K $3.35M
PGR
Progressive Corp

Financial Services
11.8K
New
$235.61 - $291.22 $2.77M - $3.43M
11.8K $3.33M
CSX
Csx Corp

Industrials
103K
New
$29.11 - $33.67 $3M - $3.47M
103K $3.04M
ABBV
Abb Vie Inc.

Healthcare
13.3K
+ 1481.11%
$169.2 - $216.66 $2.26M - $2.89M
14.2K $2.98M
AVGO
Broadcom Inc.

Technology
17.2K
+ 1625.47%
$167.43 - $244.7 $2.87M - $4.2M
18.2K $3.05M
GOOGL
Alphabet Inc.

Communication Services
24.1K
+ 65.58%
$154.33 - $206.19 $3.73M - $4.98M
61K $9.41M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
10.3K
New
$221.78 - $273.45 $2.28M - $2.81M
10.3K $2.34M
XOM
Exxon Mobil Corp

Energy
18.3K
+ 262.09%
$105.44 - $118.93 $1.93M - $2.18M
25.3K $3.01M
MCD
Mcdonalds Corp

Consumer Cyclical
6.63K
+ 245.7%
$279.74 - $321.29 $1.85M - $2.13M
9.33K $2.91M
PG
Procter & Gamble CO

Consumer Defensive
11.9K
+ 305.3%
$158.56 - $176.26 $1.89M - $2.1M
15.8K $2.7M
TSLA
Tesla, Inc.

Consumer Cyclical
8.43K
+ 388.7%
$222.15 - $428.22 $1.87M - $3.61M
10.6K $2.75M
BSX
Boston Scientific Corp

Healthcare
18.5K
+ 115650.0%
$89.38 - $106.18 $1.65M - $1.96M
18.5K $1.87M
WMT
Walmart Inc.

Consumer Defensive
21K
+ 228.49%
$84.5 - $105.05 $1.78M - $2.21M
30.2K $2.65M
ICE
Intercontinental Exchange, Inc.

Financial Services
10.2K
+ 566.32%
$142.8 - $176.36 $1.46M - $1.8M
12K $2.07M
CQP
Cheniere Energy Partners, L.P.

Energy
26.3K
New
$55.42 - $67.71 $1.46M - $1.78M
26.3K $1.73M
PANW
Palo Alto Networks Inc

Technology
10.4K
+ 164.68%
$167.82 - $208.28 $1.74M - $2.17M
16.7K $2.85M
WELL
Welltower Inc.

Real Estate
9.39K
New
$124.05 - $156.86 $1.17M - $1.47M
9.39K $1.44M
UNP
Union Pacific Corp

Industrials
5.95K
+ 470.65%
$225.21 - $254.42 $1.34M - $1.51M
7.21K $1.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
43.8K
New
$30.73 - $32.26 $1.35M - $1.41M
43.8K $1.35M
HWM
Howmet Aerospace Inc.

Industrials
10.1K
New
$110.79 - $139.39 $1.12M - $1.4M
10.1K $1.31M
HON
Honeywell International Inc

Industrials
6.05K
+ 930.62%
$202.75 - $226.52 $1.23M - $1.37M
6.7K $1.42M
ROST
Ross Stores, Inc.

Consumer Cyclical
9.57K
New
$123.3 - $154.95 $1.18M - $1.48M
9.57K $1.22M
ABC
Amerisourcebergen Corp

Healthcare
6.35K
+ 211666.67%
N/A
6.35K $1.18M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
84.7K
New
$13.33 - $14.08 $1.13M - $1.19M
84.7K $1.17M
Activity Summary
Buys All Purchases 307 New Holdings 46 Increased Positions 261 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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