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
SR
Spire Inc

Utilities
3
+ 1.18%
$65.62 - $78.25 $197 - $235
257 $20K
VOOV
Vanguard S&P 500 Value ETF

ETFs
21
New
$179.71 - $192.06 $3.77K - $4.03K
21 $3K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.13%
$58.01 - $64.46 $58 - $64.5
761 $47K
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.35%
$63.29 - $71.8 $127 - $144
573 $40K
MU
Micron Technology Inc

Technology
22
+ 7.56%
$86.89 - $109.38 $1.91K - $2.41K
313 $27K
IEF
Ishares Barclays

ETFs
4
+ 0.52%
$91.17 - $95.39 $365 - $382
771 $73K
UL
Unilever PLC

Consumer Defensive
5
+ 0.53%
$54.72 - $60.29 $274 - $301
950 $56K
D
Dominion Energy, Inc

Utilities
10
+ 0.91%
$52.85 - $57.43 $529 - $574
1.11K $62K
RGTI
Rigetti Computing, Inc.

Technology
310
+ 607.84%
$6.05 - $19.51 $1.88K - $6.05K
361 $2K
VEA
Vanguard Ftse Developed Market

ETFs
52
New
$47.4 - $52.99 $2.46K - $2.76K
52 $2K
AZN
Astrazeneca PLC

Healthcare
3
+ 1.32%
$65.37 - $77.96 $196 - $234
230 $16K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10
+ 2.54%
$17.15 - $21.07 $172 - $211
404 $8K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.29%
$63.07 - $73.5 $63.1 - $73.5
350 $24K
WTRG
Essential Utilities, Inc.

Utilities
4
+ 0.92%
$33.49 - $40.57 $134 - $162
439 $17K
TPR
Tapestry, Inc.

Consumer Cyclical
1
+ 0.47%
$65.63 - $89.21 $65.6 - $89.2
214 $15K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12
+ 0.99%
$49.42 - $50.43 $593 - $605
1.22K $61K
PEY
Invesco Exchange Traded Fd Tr

ETFs
14
+ 1.0%
$20.82 - $22.08 $291 - $309
1.41K $30K
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 1.0%
$146.9 - $170.92 $147 - $171
101 $16K
C
Citigroup Inc

Financial Services
2
+ 0.15%
$67.23 - $84.63 $134 - $169
1.33K $94K
EVX
Vaneck ETF Tr Environmental Se

ETFs
594
+ 398.66%
$33.9 - $179.35 $20.1K - $107K
743 $26K
ARCC
Ares Capital Corp

Financial Services
26
+ 2.04%
$21.28 - $23.81 $553 - $619
1.3K $28K
HYG
Ishares Tr

ETFs
7
+ 1.33%
$78.51 - $80.11 $550 - $561
533 $42K
KFY
Korn Ferry

Industrials
2
+ 0.62%
$62.52 - $71.6 $125 - $143
324 $22K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
17
+ 2.42%
$12.52 - $13.63 $213 - $232
719 $9K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
3
+ 1.09%
$25.34 - $26.96 $76 - $80.9
277 $7K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15
+ 14.02%
$192.82 - $222.1 $2.89K - $3.33K
122 $23K
HSY
Hershey CO

Consumer Defensive
1
+ 3.45%
$144.74 - $186.36 $145 - $186
30 $5K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
3
+ 1.43%
$46.55 - $51.16 $140 - $153
213 $10K
XLP
Consumer Staples Sector Spdr

ETFs
23
+ 0.51%
N/A
4.53K $344K
NUE
Nucor Corp

Basic Materials
1
+ 0.32%
$114.48 - $142.52 $114 - $143
310 $37K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
20
+ 6.67%
$22.25 - $23.0 $445 - $460
320 $7K
NVO
Novo Nordisk A S

Healthcare
37
+ 23.13%
$69.3 - $90.95 $2.56K - $3.37K
197 $13K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
19
+ 1.62%
$19.7 - $20.61 $374 - $392
1.19K $23K
Ishares Bitcoin Trust ETF
36
+ 2.29%
N/A
1.61K $0
Vert Global Sustainable Real Estate ETF
5.55K
+ 1.56%
N/A
361K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF February
2.28K
+ 21.08%
N/A
13.1K $0
Amplify ETF Tr Altrntv Harv ETF
20
New
N/A
20 $0
BNDX
Vanguard Total International B

ETFs
5
+ 0.34%
$48.33 - $49.5 $242 - $248
1.48K $72K
FAN
First Tr Exchange Traded Fd Ii
2
+ 0.16%
N/A
1.22K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF November
8.32K
+ 182.14%
N/A
12.9K $0
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
16
+ 2.37%
$17.95 - $18.89 $287 - $302
690 $12K
Reddit Inc Cl A
25
+ 4.52%
N/A
578 $0
Coreweave Inc Com Cl A
100
New
N/A
100 $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
5
+ 0.18%
N/A
2.86K $0
Fundstrat Granny Shots Us Large Cap ETF
7.49K
+ 15.84%
N/A
54.8K $0
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
12
+ 1.3%
$11.17 - $11.61 $134 - $139
933 $10K
Abrdn Emerging Markets Dividend Active ETF
354
New
N/A
354 $0
RDIV
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.87%
$47.27 - $50.52 $142 - $152
349 $16K
IYG
Ishares Tr

ETFs
1
+ 0.3%
$74.6 - $84.81 $74.6 - $84.8
339 $26K
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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