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
EW
Edwards Lifesciences Corp

Healthcare
407
+ 85.15%
$67.07 - $78.22 $27.3K - $31.8K
885 $69K
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.12%
$69.06 - $91.24 $207 - $274
2.49K $227K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.36K
+ 424.69%
$22.54 - $23.17 $30.6K - $31.5K
1.68K $38K
IXN
Ishares Global Information Tec

ETFs
330
New
$65.81 - $92.34 $21.7K - $30.5K
330 $30K
BX
Blackstone Inc.

Financial Services
3
+ 0.11%
$120.07 - $151.11 $360 - $453
2.66K $397K
ADM
Archer Daniels Midland CO

Consumer Defensive
477
New
$41.79 - $54.16 $19.9K - $25.8K
477 $25K
KR
Kroger CO

Consumer Defensive
342
+ 6840.0%
$64.62 - $74.0 $22.1K - $25.3K
347 $24K
OZK
Bank Ozk

Financial Services
500
New
$37.58 - $47.34 $18.8K - $23.7K
500 $23K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3
+ 0.09%
$59.98 - $74.92 $180 - $225
3.36K $249K
HOOD
Robinhood Markets, Inc.

Technology
249
New
$34.17 - $93.63 $8.51K - $23.3K
249 $23K
ETN
Eaton Corp PLC

Industrials
36
+ 36.0%
$246.52 - $356.99 $8.87K - $12.9K
136 $48K
C
Citigroup Inc

Financial Services
24
+ 1.81%
$58.13 - $85.12 $1.4K - $2.04K
1.35K $115K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
86
New
$180.84 - $240.32 $15.6K - $20.7K
86 $20K
PWR
Quanta Services, Inc.

Industrials
43
+ 159.26%
$239.47 - $381.26 $10.3K - $16.4K
70 $26K
IWN
Ishares Russell2000 Val ETF

ETFs
111
+ 28.1%
$131.84 - $157.76 $14.6K - $17.5K
506 $79K
VST
Vistra Corp.

Utilities
105
New
$98.07 - $195.04 $10.3K - $20.5K
105 $20K
CHKP
Check Point Software Technologies LTD

Technology
105
+ 19.92%
$204.26 - $233.47 $21.4K - $24.5K
632 $139K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
922
+ 3.02%
$4.43 - $5.39 $4.08K - $4.97K
31.5K $169K
PRF
Invesco Exchange Traded Fd Tr

ETFs
31
+ 0.41%
$35.77 - $42.27 $1.11K - $1.31K
7.57K $320K
LRN
Stride, Inc.

Consumer Defensive
130
New
$124.45 - $160.72 $16.2K - $20.9K
130 $18K
KXI
Ishares Tr Global Consumer Sta

ETFs
78
+ 1.07%
$60.73 - $67.45 $4.74K - $5.26K
7.38K $482K
FICO
Fair Isaac Corp

Technology
10
New
$1503.62 - $2206.01 $15K - $22.1K
10 $18K
PIO
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.17%
$35.79 - $44.67 $251 - $313
4.01K $179K
MO
Altria Group, Inc.

Consumer Defensive
303
+ 44.43%
$55.56 - $60.91 $16.8K - $18.5K
985 $57K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
207
+ 5.52%
$36.05 - $40.34 $7.46K - $8.35K
3.96K $159K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
349
New
$29.19 - $50.24 $10.2K - $17.5K
349 $17K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
18
+ 0.21%
$9.21 - $12.6 $166 - $227
8.44K $106K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.24%
$290.42 - $364.35 $290 - $364
426 $154K
MNST
Monster Beverage Corp

Consumer Defensive
257
+ 12850.0%
$55.01 - $64.24 $14.1K - $16.5K
259 $16K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6
+ 0.28%
$72.61 - $88.75 $436 - $533
2.17K $192K
T
At&T Inc.

Communication Services
81
+ 0.41%
$26.33 - $28.94 $2.13K - $2.34K
19.7K $568K
ROP
Roper Technologies Inc

Industrials
28
New
$519.19 - $590.78 $14.5K - $16.5K
28 $15K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
62
New
$225.56 - $335.19 $14K - $20.8K
62 $14K
EMB
Ishares Tr

ETFs
149
New
$86.54 - $92.62 $12.9K - $13.8K
149 $13K
KO
Coca Cola CO

Consumer Defensive
269
+ 3.53%
$68.37 - $73.9 $18.4K - $19.9K
7.89K $558K
MU
Micron Technology Inc

Technology
15
+ 4.79%
$64.72 - $127.91 $971 - $1.92K
328 $40K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.18%
$70.44 - $86.87 $211 - $261
1.7K $147K
ITW
Illinois Tool Works Inc

Industrials
50
+ 90.91%
$218.41 - $252.43 $10.9K - $12.6K
105 $25K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
158
New
$78.47 - $92.25 $12.4K - $14.6K
158 $12K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
22
+ 0.37%
$22.92 - $28.05 $504 - $617
6.01K $168K
SNOW
Snowflake Inc.

Technology
37
+ 77.08%
$130.53 - $223.77 $4.83K - $8.28K
85 $19K
DLR
Digital Realty Trust, Inc.

Real Estate
2
+ 0.59%
$136.11 - $177.69 $272 - $355
341 $59K
GIS
General Mills Inc

Consumer Defensive
236
+ 153.25%
$50.37 - $60.97 $11.9K - $14.4K
390 $20K
IFRA
Ishares Tr

ETFs
10
+ 0.37%
$40.97 - $49.19 $410 - $492
2.74K $134K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
557
New
$18.94 - $21.67 $10.5K - $12.1K
557 $11K
GRMN
Garmin LTD

Technology
58
+ 27.49%
$173.63 - $218.07 $10.1K - $12.6K
269 $56K
DELL
Dell Technologies Inc.

Technology
15
+ 5.19%
$71.63 - $125.98 $1.07K - $1.89K
304 $37K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.28%
$125.0 - $168.0 $125 - $168
359 $60K
SWKS
Skyworks Solutions, Inc.

Technology
5
+ 0.51%
$49.2 - $74.95 $246 - $375
992 $73K
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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