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
NVDA
Nvidia Corp

Technology
39.5K
+ 32.87%
$106.98 - $149.43 $4.23M - $5.91M
160K $17.3M
BCAT
Black Rock Capital Allocation Trust

ETFs
75.1K
New
$14.35 - $15.88 $1.08M - $1.19M
75.1K $1.08M
ZTS
Zoetis Inc.

Healthcare
6.48K
+ 647600.0%
$156.48 - $175.67 $1.01M - $1.14M
6.48K $1.07M
WMB
Williams Companies, Inc.

Energy
17.7K
+ 3004.75%
$54.02 - $61.09 $958K - $1.08M
18.3K $1.09M
PLD
Prologis, Inc.

Real Estate
8.91K
+ 16801.89%
$103.59 - $124.04 $922K - $1.1M
8.96K $1M
ETR
Entergy Corp

Utilities
10.9K
New
$75.26 - $87.89 $823K - $961K
10.9K $934K
FPE
First Tr Pfd Secs & Income ETF

ETFs
52.5K
New
$17.53 - $17.87 $920K - $938K
52.5K $923K
APH
Amphenol Corp

Technology
12.4K
New
$61.62 - $78.55 $765K - $976K
12.4K $814K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
61.4K
New
$12.17 - $13.83 $748K - $850K
61.4K $758K
JCI
Johnson Controls International PLC

Industrials
9.26K
+ 5715.43%
$76.12 - $90.6 $705K - $839K
9.42K $754K
COP
Conocophillips

Energy
6K
New
$88.6 - $105.85 $532K - $635K
6K $630K
BEP
Brookfield Renewable Partners L.P.

Utilities
26.3K
New
$20.03 - $23.79 $527K - $626K
26.3K $583K
URA
Global X Uranium ETF

ETFs
25K
New
$22.92 - $30.98 $574K - $776K
25K $578K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
18K
+ 13.07%
$52.53 - $58.51 $944K - $1.05M
155K $8.25M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
21.6K
New
$20.29 - $22.36 $438K - $482K
21.6K $473K
LYV
Live Nation Entertainment, Inc.

Communication Services
3.39K
+ 678.4%
$115.79 - $154.66 $393K - $525K
3.89K $508K
AMZN
Amazon Com Inc

Consumer Cyclical
12.2K
+ 18.43%
$190.26 - $242.06 $2.31M - $2.94M
78.1K $14.9M
ICLN
Ishares

ETFs
33.4K
+ 3685.23%
$10.94 - $11.86 $366K - $396K
34.3K $395K
WDC
Western Digital Corp

Technology
9.17K
New
$40.43 - $72.03 $371K - $660K
9.17K $370K
EFG
Msci Eafe Growth ETF

ETFs
73
+ 0.17%
$96.1 - $106.37 $7.02K - $7.77K
41.8K $4.22M
JNJ
Johnson & Johnson

Healthcare
48
+ 0.65%
$142.06 - $167.7 $6.82K - $8.05K
7.47K $1.24M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
30.6K
New
$4.81 - $5.25 $147K - $160K
30.6K $150K
CVX
Chevron Corp

Energy
43
+ 0.72%
$146.71 - $167.97 $6.31K - $7.22K
6.05K $1.01M
INTC
Intel Corp

Technology
5.12K
+ 54.86%
$19.1 - $27.39 $97.7K - $140K
14.4K $327K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
13.1K
New
$10.47 - $10.92 $137K - $143K
13.1K $139K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
3.57K
+ 1995.53%
$37.69 - $39.76 $135K - $142K
3.75K $142K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.71K
+ 3.32%
$156.61 - $168.02 $267K - $287K
53.1K $8.45M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
3.04K
+ 1346.46%
$41.74 - $43.57 $127K - $133K
3.27K $137K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.54K
+ 23.57%
$38.92 - $41.1 $138K - $145K
18.6K $725K
SLB
Schlumberger Limited

Energy
2.93K
+ 19553.33%
$38.4 - $43.74 $113K - $128K
2.95K $123K
CHKP
Check Point Software Technologies LTD

Technology
420
+ 392.52%
$179.88 - $231.31 $75.5K - $97.2K
527 $120K
IBM
International Business Machines Corp

Technology
60
+ 2.04%
$217.4 - $264.74 $13K - $15.9K
3K $745K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.05K
+ 33.98%
$42.86 - $45.92 $87.7K - $94K
8.07K $348K
PLTR
Palantir Technologies Inc.

Technology
796
+ 113.71%
$64.98 - $124.62 $51.7K - $99.2K
1.5K $126K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
774
+ 2.14%
$37.07 - $40.63 $28.7K - $31.4K
36.9K $1.46M
ACN
Accenture PLC

Technology
218
+ 231.91%
$300.91 - $398.25 $65.6K - $86.8K
312 $97K
YJUN
First Tr Exchange Traded Fd Vi
1.56K
+ 9.47%
$21.51 - $23.37 $33.5K - $36.4K
18K $411K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.12%
$208.48 - $244.03 $417 - $488
1.71K $417K
GILD
Gilead Sciences, Inc.

Healthcare
307
+ 32.28%
$89.14 - $117.41 $27.4K - $36K
1.26K $140K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
368
+ 4.7%
$123.11 - $130.57 $45.3K - $48K
8.2K $1.03M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
1.15K
+ 25.98%
$40.29 - $42.24 $46.4K - $48.6K
5.58K $227K
BMY
Bristol Myers Squibb CO

Healthcare
353
+ 7.54%
$53.9 - $63.11 $19K - $22.3K
5.04K $307K
WSM
Williams Sonoma Inc

Consumer Cyclical
211
New
$158.1 - $217.71 $33.4K - $45.9K
211 $33K
SE
Sea LTD

Consumer Cyclical
100
+ 13.33%
$104.87 - $146.31 $10.5K - $14.6K
850 $110K
CRWD
Crowd Strike Holdings, Inc.

Technology
76
+ 16.52%
$308.86 - $455.36 $23.5K - $34.6K
536 $188K
YMAR
First Tr Ex Tr Viii Cboe Vest
482
+ 3.6%
$22.77 - $24.61 $11K - $11.9K
13.9K $333K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
587
+ 1.64%
$27.01 - $28.54 $15.9K - $16.8K
36.4K $1.01M
AAPL
Apple Inc.

Technology
30.6K
+ 12.79%
$209.68 - $247.1 $6.41M - $7.55M
270K $59.9M
PPA
Invesco Exchange Traded Fd Tr

ETFs
62
+ 0.74%
$113.59 - $123.29 $7.04K - $7.64K
8.45K $985K
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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