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
META
Meta Platforms, Inc.

Communication Services
117
+ 3.44%
$576.36 - $736.67 $67.4K - $86.2K
3.51K $2.03M
WPC
W. P. Carey Inc.

Real Estate
15
+ 0.63%
$53.5 - $65.05 $803 - $976
2.38K $150K
OFS
Ofs Capital Corp

Financial Services
597
+ 3.71%
$7.96 - $9.63 $4.75K - $5.75K
16.7K $149K
CAT
Caterpillar Inc

Industrials
82
+ 35.19%
$326.75 - $407.63 $26.8K - $33.4K
315 $103K
XLF
Financial Sector Spdr

ETFs
34
+ 0.18%
$47.32 - $52.19 $1.61K - $1.77K
19.1K $939K
MMM
3 M CO

Industrials
42
+ 6.97%
$129.7 - $155.12 $5.45K - $6.52K
645 $94K
ADSK
Autodesk, Inc.

Technology
69
+ 30.4%
N/A
296 $72K
FDX
Fedex Corp

Industrials
94
+ 60.65%
$230.33 - $281.53 $21.7K - $26.5K
249 $60K
AEP
American Electric Power CO Inc

Utilities
2
+ 0.25%
$90.32 - $109.27 $181 - $219
815 $89K
MPC
Marathon Petroleum Corp

Energy
13
+ 0.65%
$134.72 - $159.03 $1.75K - $2.07K
2.02K $294K
NEM
Newmont Corp

Basic Materials
201
+ 64.01%
$37.79 - $48.39 $7.6K - $9.73K
515 $24K
PAYX
Paychex Inc

Industrials
5
+ 0.59%
$136.06 - $154.52 $680 - $773
855 $131K
VKTX
Viking Therapeutics, Inc.

Healthcare
500
New
$24.15 - $42.89 $12.1K - $21.4K
500 $12K
WFC
Wells Fargo & Company

Financial Services
100
+ 3.36%
$66.78 - $81.42 $6.68K - $8.14K
3.08K $220K
LUV
Southwest Airlines CO

Industrials
350
New
$28.18 - $34.84 $9.86K - $12.2K
350 $11K
BK
Bank Of New York Mellon Corp

Financial Services
88
+ 19.47%
$75.42 - $88.95 $6.64K - $7.83K
540 $45K
DTE
Dte Energy CO

Utilities
5
+ 0.96%
$117.6 - $138.27 $588 - $691
525 $72K
LDOS
Leidos Holdings, Inc.

Technology
75
New
$126.82 - $161.11 $9.51K - $12.1K
75 $10K
BND
Vanguard Bd Index Fd Inc Total

ETFs
19
+ 0.36%
$71.17 - $73.66 $1.35K - $1.4K
5.33K $391K
GRMN
Garmin LTD

Technology
32
+ 17.88%
$204.55 - $241.93 $6.55K - $7.74K
211 $45K
TIP
Ishares Tr Tips Bd ETF

ETFs
3
+ 0.17%
$106.22 - $111.09 $319 - $333
1.79K $198K
EBAY
Ebay Inc

Consumer Cyclical
2
+ 0.14%
$61.61 - $70.93 $123 - $142
1.39K $94K
QCOM
Qualcomm Inc

Technology
47
+ 2.95%
$151.94 - $175.86 $7.14K - $8.27K
1.64K $252K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
36
+ 0.7%
$77.7 - $78.94 $2.8K - $2.84K
5.16K $407K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 0.06%
$95.85 - $99.25 $192 - $199
3.34K $330K
AXON
Axon Enterprise, Inc.

Industrials
14
+ 93.33%
$496.65 - $710.01 $6.95K - $9.94K
29 $15K
CL
Colgate Palmolive CO

Consumer Defensive
11
+ 0.5%
$85.68 - $97.5 $942 - $1.07K
2.21K $206K
CDNS
Cadence Design Systems Inc

Technology
28
+ 560.0%
$233.96 - $324.52 $6.55K - $9.09K
33 $8K
CAH
Cardinal Health Inc

Healthcare
2
+ 0.56%
$118.02 - $137.77 $236 - $276
358 $49K
ZM
Zoom Video Communications, Inc.

Technology
100
+ 714.29%
$72.23 - $88.64 $7.22K - $8.86K
114 $8K
IYF
Ishares Tr

ETFs
13
+ 0.31%
$107.69 - $119.37 $1.4K - $1.55K
4.16K $464K
SO
Southern CO

Utilities
2
+ 0.34%
$80.96 - $92.96 $162 - $186
582 $53K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
116
+ 23.34%
$42.5 - $46.71 $4.93K - $5.42K
613 $27K
F
Ford Motor CO

Consumer Cyclical
500
+ 250.0%
$9.12 - $10.43 $4.56K - $5.22K
700 $7K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
350
+ 47.68%
$9.19 - $12.93 $3.22K - $4.53K
1.08K $12K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
10
+ 0.56%
$78.97 - $85.82 $790 - $858
1.8K $149K
PWR
Quanta Services, Inc.

Industrials
26
+ 2600.0%
$236.71 - $358.03 $6.15K - $9.31K
27 $6K
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 86.67%
$476.63 - $610.45 $6.2K - $7.94K
28 $13K
MVIS
Microvision, Inc.

Technology
6.46K
New
N/A
6.46K $6K
PARA
Paramount Global

Communication Services
400
+ 506.33%
$10.16 - $12.14 $4.06K - $4.86K
479 $5K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
3
+ 0.35%
$59.67 - $68.53 $179 - $206
867 $57K
MP
Mp Materials Corp.

Basic Materials
208
New
$16.39 - $26.93 $3.41K - $5.6K
208 $5K
PIO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$38.78 - $41.4 $38.8 - $41.4
4.01K $161K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4
+ 0.31%
$42.3 - $53.69 $169 - $215
1.31K $68K
IYE
Ishares Tr

ETFs
10
+ 0.69%
$45.23 - $49.95 $452 - $500
1.47K $71K
HAS
Hasbro, Inc.

Consumer Cyclical
7
+ 1.14%
$56.16 - $69.06 $393 - $483
620 $38K
IDV
Ishares Tr

ETFs
6
+ 0.61%
$27.0 - $31.7 $162 - $190
985 $30K
TXN
Texas Instruments Inc

Technology
21
+ 0.75%
N/A
2.81K $547K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
125
New
$30.44 - $38.49 $3.81K - $4.81K
125 $4K
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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