Soa Wealth Advisors, Llc. Purchases in Q2 2025

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
983
+ 10.47%
$136.49 - $155.22 $134K - $153K
10.4K $1.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
68
+ 3.25%
$141.37 - $228.57 $9.61K - $15.5K
2.16K $489K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.94K
New
$44.64 - $47.48 $131K - $140K
2.94K $139K
BEP
Brookfield Renewable Partners L.P.

Utilities
1.95K
+ 7.39%
$20.16 - $26.41 $39.2K - $51.4K
28.3K $721K
GOOG
Alphabet Inc.

Communication Services
287
+ 7.2%
$146.58 - $180.01 $42.1K - $51.7K
4.27K $757K
CBRE
Cbre Group, Inc.

Real Estate
935
New
$113.94 - $140.12 $107K - $131K
935 $131K
IEFA
Ishares Tr

ETFs
916
+ 11.95%
$67.83 - $84.09 $62.1K - $77K
8.58K $716K
MCK
Mckesson Corp

Healthcare
165
New
$652.83 - $732.78 $108K - $121K
165 $120K
NXPI
Nxp Semiconductors N.V.

Technology
441
+ 114.25%
$153.5 - $218.72 $67.7K - $96.5K
827 $180K
MA
Mastercard Inc

Financial Services
185
+ 158.12%
$479.92 - $590.74 $88.8K - $109K
302 $169K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
2
+ 0.11%
$160.63 - $257.78 $321 - $516
1.77K $453K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
196
+ 76.26%
$299.15 - $396.54 $58.6K - $77.7K
453 $179K
ABT
Abbott Laboratories

Healthcare
654
+ 142.48%
$123.95 - $138.08 $81.1K - $90.3K
1.11K $151K
SE
Sea LTD

Consumer Cyclical
400
+ 47.06%
$105.57 - $170.4 $42.2K - $68.2K
1.25K $199K
VLO
Valero Energy Corp

Energy
640
+ 516.13%
$104.69 - $141.77 $67K - $90.7K
764 $102K
MBB
Ishares Tr

ETFs
893
New
$91.41 - $94.22 $81.6K - $84.1K
893 $83K
SPOT
Spotify Technology S.A.

Communication Services
100
New
$503.3 - $775.9 $50.3K - $77.6K
100 $76K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.09%
$272.36 - $339.57 $545 - $679
2.12K $720K
VTI
Vanguard Total Stock Market Et

ETFs
39
+ 1.96%
$243.75 - $303.93 $9.51K - $11.9K
2.03K $616K
ITOT
Ishares Core S&P Total U.S. St

ETFs
535
New
$108.12 - $135.04 $57.8K - $72.2K
535 $72K
CDNS
Cadence Design Systems Inc

Technology
229
+ 693.94%
$231.64 - $323.08 $53K - $74K
262 $80K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
104
+ 31.9%
$177.93 - $313.14 $18.5K - $32.6K
430 $134K
ACN
Accenture PLC

Technology
236
+ 75.64%
$279.23 - $323.21 $65.9K - $76.3K
548 $163K
KLAC
Kla Corp

Technology
71
+ 7100.0%
$576.53 - $902.94 $40.9K - $64.1K
72 $64K
PKB
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.08%
$62.05 - $80.65 $248 - $323
4.78K $385K
QCOM
Qualcomm Inc

Technology
338
+ 20.6%
$124.66 - $159.48 $42.1K - $53.9K
1.98K $315K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.05%
$122.57 - $173.27 $123 - $173
1.87K $324K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
8
+ 0.16%
$60.22 - $80.1 $482 - $641
4.98K $399K
ANSS
Ansys Inc

Technology
170
New
$284.19 - $351.22 $48.3K - $59.7K
170 $59K
DTE
Dte Energy CO

Utilities
449
+ 85.52%
$127.39 - $139.49 $57.2K - $62.6K
974 $129K
GE
General Electric CO

Industrials
36
+ 4.63%
$166.81 - $257.39 $6.01K - $9.27K
814 $209K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
23
+ 0.85%
$60.61 - $87.72 $1.39K - $2.02K
2.74K $232K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
999
New
$49.73 - $51.44 $49.7K - $51.4K
999 $51K
AXON
Axon Enterprise, Inc.

Industrials
50
+ 172.41%
$497.13 - $827.94 $24.9K - $41.4K
79 $65K
MDT
Medtronic PLC

Healthcare
574
+ 282.76%
$80.68 - $88.86 $46.3K - $51K
777 $67K
CE
Celanese Corp

Basic Materials
900
New
$37.49 - $59.36 $33.7K - $53.4K
900 $49K
CTVA
Corteva, Inc.

Basic Materials
635
+ 622.55%
$55.52 - $74.53 $35.3K - $47.3K
737 $54K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
616
+ 80.95%
$55.54 - $69.09 $34.2K - $42.6K
1.38K $95K
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.19%
$168.34 - $195.42 $2.19K - $2.54K
6.89K $1.35M
COF
Capital One Financial Corp

Financial Services
206
+ 228.89%
$150.57 - $212.76 $31K - $43.8K
296 $62K
EMR
Emerson Electric CO

Industrials
309
+ 249.19%
$94.15 - $133.33 $29.1K - $41.2K
433 $57K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
611
+ 45.26%
$45.98 - $56.15 $28.1K - $34.3K
1.96K $110K
MPC
Marathon Petroleum Corp

Energy
11
+ 0.54%
$118.55 - $170.08 $1.3K - $1.87K
2.03K $337K
IYF
Ishares Tr

ETFs
14
+ 0.34%
$99.23 - $120.99 $1.39K - $1.69K
4.18K $505K
NVS
Novartis Ag

Healthcare
334
New
$101.96 - $121.01 $34.1K - $40.4K
334 $40K
PYPL
Pay Pal Holdings, Inc.

Financial Services
394
+ 41.3%
$57.41 - $74.81 $22.6K - $29.5K
1.35K $100K
VRT
Vertiv Holdings CO

Industrials
450
New
N/A
450 $38K
CEG
Constellation Energy Corp

Utilities
1
+ 0.32%
$170.96 - $322.76 $171 - $323
316 $101K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
489
New
$57.14 - $72.68 $27.9K - $35.5K
489 $35K
Activity Summary
Buys All Purchases 326 New Holdings 64 Increased Positions 262 Sells All Sells 241 Reductions 240 Sold out 1 Options Calls 0 Puts 0
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