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
AOS
Smith A O Corp

Industrials
154
+ 111.59%
$59.63 - $70.52 $9.18K - $10.9K
292 $19K
MUB
Ishares National Muni Bond ETF

ETFs
87
New
$102.31 - $105.8 $8.9K - $9.2K
87 $9K
KD
Kyndryl Holdings, Inc.

Technology
150
+ 68.18%
$27.77 - $41.96 $4.17K - $6.29K
370 $15K
VRSN
Verisign Inc

Technology
1
+ 0.4%
$234.49 - $288.8 $234 - $289
252 $72K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
186
New
$50.1 - $51.02 $9.32K - $9.49K
186 $9K
MAIN
Main Street Capital Corp

Financial Services
31
+ 1.13%
$49.15 - $59.32 $1.52K - $1.84K
2.77K $163K
IWS
Ishares Russell Midcap Value E

ETFs
4
+ 0.34%
$110.58 - $132.14 $442 - $529
1.19K $156K
TNL
Travel & Leisure Co.

Consumer Cyclical
158
New
$38.78 - $51.89 $6.13K - $8.2K
158 $8K
ISRG
Intuitive Surgical Inc

Healthcare
9
+ 32.14%
$451.58 - $565.94 $4.06K - $5.09K
37 $20K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
58
+ 1.73%
$96.84 - $99.46 $5.62K - $5.77K
3.4K $337K
TJX
Tjx Companies Inc

Consumer Cyclical
50
+ 20.0%
$119.13 - $135.03 $5.96K - $6.75K
300 $37K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
55
+ 1.07%
$77.94 - $79.5 $4.29K - $4.37K
5.22K $414K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
1K
New
$2.39 - $6.79 $2.39K - $6.79K
1K $6K
MTB
M&T Bank Corp

Financial Services
2
+ 0.59%
$156.58 - $193.99 $313 - $388
342 $66K
PSA
Public Storage

Real Estate
22
New
$266.31 - $309.77 $5.86K - $6.81K
22 $6K
IYC
Ishares U.S. Consumer Discreti

ETFs
1
+ 0.2%
$79.19 - $99.64 $79.2 - $99.6
497 $49K
VNQ
Vanguard Specialized Funds Van

ETFs
54
+ 23.79%
$79.79 - $91.42 $4.31K - $4.94K
281 $25K
FLS
Flowserve Corp

Industrials
100
New
$39.49 - $53.64 $3.95K - $5.36K
100 $5K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
51
+ 4.17%
$50.09 - $51.09 $2.55K - $2.61K
1.28K $65K
LQD
Ishares Iboxx $ Investment Gra

ETFs
21
+ 1.04%
$105.23 - $109.61 $2.21K - $2.3K
2.03K $222K
IONQ
Ion Q, Inc.

Technology
110
+ 2750.0%
$20.68 - $48.04 $2.27K - $5.28K
114 $4K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 1.01%
$211.12 - $274.14 $211 - $274
100 $27K
NEE
Nextera Energy Inc

Utilities
519
+ 2.38%
$64.11 - $75.0 $33.3K - $38.9K
22.3K $1.55M
IDV
Ishares Tr

ETFs
23
+ 2.34%
$27.79 - $34.84 $639 - $801
1.01K $34K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
6
+ 1.04%
$81.84 - $93.53 $491 - $561
584 $54K
DTM
Dt Midstream, Inc.

Energy
2
+ 0.75%
$87.23 - $109.91 $174 - $220
270 $29K
FEP
First Trust Europe Alphadex Fu

ETFs
7
+ 2.01%
$36.11 - $47.8 $253 - $335
356 $17K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5
+ 1.43%
$62.73 - $78.42 $314 - $392
355 $27K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3
+ 0.57%
$71.86 - $82.66 $216 - $248
531 $43K
GLW
Corning Inc

Technology
2
+ 0.47%
$39.07 - $52.59 $78.1 - $105
426 $22K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
92
+ 2.36%
$7.19 - $8.75 $661 - $805
3.99K $34K
KRG
Kite Realty Group Trust

Real Estate
56
+ 1.16%
$19.53 - $23.3 $1.09K - $1.3K
4.87K $110K
EWJ
Ishares Msci Japan ETF

ETFs
1
+ 0.24%
$61.32 - $75.28 $61.3 - $75.3
419 $31K
MDLZ
Mondelez International, Inc.

Consumer Defensive
58
+ 14.46%
$63.54 - $68.5 $3.69K - $3.97K
459 $30K
IYG
Ishares Tr

ETFs
1
+ 0.29%
$68.9 - $85.6 $68.9 - $85.6
340 $29K
IEV
Ishares Tr Europe ETF

ETFs
11
+ 1.85%
$51.8 - $64.59 $570 - $710
606 $38K
EPP
Ishares Inc

ETFs
9
+ 1.86%
$38.85 - $49.83 $350 - $448
493 $24K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
9
+ 0.56%
$16.64 - $19.62 $150 - $177
1.63K $31K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
26
+ 0.72%
$17.5 - $18.46 $455 - $480
3.63K $66K
PBW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.27%
$13.42 - $20.22 $13.4 - $20.2
368 $7K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
4
+ 0.6%
$110.2 - $126.21 $441 - $505
668 $83K
XLP
Consumer Staples Sector Spdr

ETFs
29
+ 0.64%
N/A
4.56K $346K
NFBK
Northfield Bancorp, Inc.

Financial Services
51
+ 1.1%
$9.54 - $12.21 $487 - $623
4.67K $53K
MD
Mednax, Inc.

Healthcare
200
New
$12.0 - $15.17 $2.4K - $3.03K
200 $2K
BDX
Becton Dickinson & CO

Healthcare
16
+ 76.19%
$165.15 - $226.42 $2.64K - $3.62K
37 $6K
DD
Du Pont De Nemours, Inc.

Basic Materials
26
+ 49.06%
$55.13 - $75.25 $1.43K - $1.96K
79 $5K
AOR
Ishares Tr Core Growth Allocat

ETFs
1
+ 0.15%
$53.36 - $61.57 $53.4 - $61.6
681 $41K
UL
Unilever PLC

Consumer Defensive
6
+ 0.63%
$57.9 - $65.43 $347 - $393
956 $58K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
27
New
$57.46 - $75.58 $1.55K - $2.04K
27 $2K
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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