Soa Wealth Advisors, Llc. Purchases in Q3 2025

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
2.02K
New
$11.93 - $12.5 $24.1K - $25.3K
2.02K $24K
C
Citigroup Inc

Financial Services
10
+ 0.74%
$85.57 - $103.49 $856 - $1.03K
1.36K $138K
AIQ
Global X Funds Global X Artifi

ETFs
480
New
$43.2 - $49.66 $20.7K - $23.8K
480 $23K
PRF
Invesco Exchange Traded Fd Tr

ETFs
33
+ 0.44%
$42.04 - $45.23 $1.39K - $1.49K
7.6K $343K
PWR
Quanta Services, Inc.

Industrials
46
+ 65.71%
$372.29 - $421.68 $17.1K - $19.4K
116 $48K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
305
New
$67.52 - $76.75 $20.6K - $23.4K
305 $22K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
13
+ 0.15%
$12.7 - $15.07 $165 - $196
8.45K $127K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
506
New
$37.04 - $40.86 $18.7K - $20.7K
506 $20K
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.08%
$75.33 - $100.77 $75.3 - $101
1.24K $112K
PNC
Pnc Financial Services Group, Inc.

Financial Services
69
+ 23.0%
$185.88 - $207.44 $12.8K - $14.3K
369 $74K
SHAK
Shake Shack Inc.

Consumer Cyclical
200
New
$92.4 - $142.03 $18.5K - $28.4K
200 $18K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
590
New
N/A
590 $18K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.04%
$49.0 - $61.97 $49 - $62
2.4K $136K
MET
Metlife Inc

Financial Services
202
+ 37.2%
$73.82 - $82.37 $14.9K - $16.6K
745 $61K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.22%
$393.18 - $439.39 $393 - $439
454 $197K
MS
Morgan Stanley

Financial Services
2
+ 0.2%
$139.09 - $161.16 $278 - $322
996 $158K
BDX
Becton Dickinson & CO

Healthcare
95
+ 256.76%
$172.41 - $199.66 $16.4K - $19K
132 $24K
DTE
Dte Energy CO

Utilities
53
+ 5.44%
$130.26 - $141.49 $6.9K - $7.5K
1.03K $145K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
36
New
$311.12 - $482.13 $11.2K - $17.4K
36 $16K
TOST
Toast, Inc.

Technology
450
New
$36.51 - $49.3 $16.4K - $22.2K
450 $16K
TXN
Texas Instruments Inc

Technology
80
+ 2.99%
N/A
2.76K $536K
FAST
Fastenal CO

Industrials
255
+ 71.63%
$42.47 - $50.39 $10.8K - $12.8K
611 $29K
RTX
Raytheon Technologies Corp

Industrials
70
+ 57.38%
$144.19 - $167.33 $10.1K - $11.7K
192 $32K
SPTL
Spdr Portfolio Long Term Treas

ETFs
588
New
$25.67 - $27.21 $15.1K - $16K
588 $15K
MAIN
Main Street Capital Corp

Financial Services
33
+ 1.19%
$59.28 - $67.54 $1.96K - $2.23K
2.81K $178K
TRV
Travelers Companies, Inc.

Financial Services
47
+ 65.28%
$250.62 - $279.43 $11.8K - $13.1K
119 $33K
AXON
Axon Enterprise, Inc.

Industrials
32
+ 40.51%
$698.02 - $870.97 $22.3K - $27.9K
111 $79K
GNTX
Gentex Corp

Consumer Cyclical
3
+ 0.13%
$22.66 - $29.06 $68 - $87.2
2.25K $63K
TMUS
T Mobile Us, Inc.

Communication Services
59
+ 280.95%
$226.02 - $259.01 $13.3K - $15.3K
80 $19K
WPC
W. P. Carey Inc.

Real Estate
14
+ 0.58%
$61.29 - $68.7 $858 - $962
2.43K $164K
IRBO
Ishares Robotics & Artificial

ETFs
396
+ 269.39%
N/A
543 $17K
IBKR
Interactive Brokers Group, Inc.

Financial Services
200
New
$56.32 - $68.81 $11.3K - $13.8K
200 $13K
AVB
Avalonbay Communities Inc

Real Estate
68
New
$182.72 - $204.51 $12.4K - $13.9K
68 $13K
BA
Boeing CO

Industrials
23
+ 1.67%
$209.79 - $237.38 $4.83K - $5.46K
1.4K $301K
VMC
Vulcan Materials CO

Basic Materials
38
+ 152.0%
$260.62 - $307.62 $9.9K - $11.7K
63 $19K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.26K
+ 31.68%
$8.55 - $9.1 $10.8K - $11.5K
5.25K $47K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5
+ 0.23%
$87.69 - $96.0 $438 - $480
2.17K $205K
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
317
New
$40.56 - $42.24 $12.9K - $13.4K
317 $13K
GLW
Corning Inc

Technology
7
+ 1.64%
$51.6 - $82.03 $361 - $574
433 $35K
IAUM
I Shares Gold Trust Micro

ETFs
343
New
$32.6 - $38.5 $11.2K - $13.2K
343 $13K
CVS
Cvs Health Corp

Healthcare
131
+ 36.9%
$58.75 - $76.5 $7.7K - $10K
486 $36K
GBIL
Goldman Sachs Access Treasury

ETFs
120
New
$99.82 - $100.23 $12K - $12K
120 $12K
LHX
L3 Harris Technologies, Inc.

Industrials
38
New
$252.18 - $305.41 $9.58K - $11.6K
38 $11K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
78
+ 2.29%
$97.75 - $100.75 $7.62K - $7.86K
3.48K $348K
USB
Us Bancorp \De\

Financial Services
241
New
$43.94 - $50.41 $10.6K - $12.1K
241 $11K
IFRA
Ishares Tr

ETFs
11
+ 0.4%
$49.77 - $52.82 $547 - $581
2.76K $145K
IREN
Iris Energy LTD

Financial Services
250
New
$15.1 - $47.14 $3.78K - $11.8K
250 $11K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
26
+ 0.43%
$28.15 - $30.13 $732 - $783
6.04K $178K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
208
New
$49.05 - $50.22 $10.2K - $10.4K
208 $10K
Activity Summary
Buys All Purchases 338 New Holdings 63 Increased Positions 275 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email