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
AZN
Astrazeneca PLC

Healthcare
120
+ 52.17%
$68.72 - $82.11 $8.25K - $9.85K
350 $26K
IWS
Ishares Russell Midcap Value E

ETFs
5
+ 0.42%
$132.83 - $140.61 $664 - $703
1.19K $166K
NOC
Northrop Grumman Corp

Industrials
18
New
$498.9 - $609.32 $8.98K - $11K
18 $10K
MFC
Manulife Financial Corp

Financial Services
336
New
$29.9 - $32.34 $10K - $10.9K
336 $10K
COF
Capital One Financial Corp

Financial Services
44
+ 14.86%
$207.29 - $229.74 $9.12K - $10.1K
340 $72K
WM
Waste Management Inc

Industrials
44
+ 191.3%
$213.88 - $237.1 $9.41K - $10.4K
67 $14K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
58
+ 1.73%
$71.6 - $76.11 $4.15K - $4.41K
3.42K $258K
PSA
Public Storage

Real Estate
32
+ 145.45%
$271.94 - $298.09 $8.7K - $9.54K
54 $15K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.18%
$87.07 - $93.06 $261 - $279
1.7K $155K
ADI
Analog Devices Inc

Technology
3
+ 0.32%
$220.68 - $255.63 $662 - $767
938 $230K
MO
Altria Group, Inc.

Consumer Defensive
11
+ 1.12%
$57.75 - $67.68 $635 - $744
996 $65K
MRVL
Marvell Technology, Inc.

Technology
100
New
$62.31 - $84.07 $6.23K - $8.41K
100 $8K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
56
+ 1.07%
$78.96 - $80.04 $4.42K - $4.48K
5.27K $421K
HLN
Haleon PLC

Healthcare
1.17K
+ 60.47%
$8.72 - $10.35 $10.2K - $12.1K
3.11K $27K
LQD
Ishares Iboxx $ Investment Gra

ETFs
21
+ 1.03%
$107.66 - $112.36 $2.26K - $2.36K
2.06K $229K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
600
New
$11.84 - $13.45 $7.1K - $8.07K
600 $7K
AMT
American Tower Corp

Real Estate
55
+ 36.67%
$192.32 - $232.35 $10.6K - $12.8K
205 $39K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.07%
$68.24 - $73.73 $68.2 - $73.7
1.38K $101K
SAN
Banco Santander, S.A.

Financial Services
573
New
$8.27 - $10.48 $4.74K - $6.01K
573 $6K
FCX
Freeport Mcmoran Inc

Basic Materials
153
New
$35.34 - $47.21 $5.41K - $7.22K
153 $6K
BND
Vanguard Bd Index Fd Inc Total

ETFs
35
+ 0.75%
$72.57 - $74.72 $2.54K - $2.62K
4.7K $349K
DOW
Dow Inc.

Basic Materials
300
+ 638.3%
$20.87 - $30.37 $6.26K - $9.11K
347 $7K
EQT
Eqt Corp

Energy
96
New
$49.19 - $59.19 $4.72K - $5.68K
96 $5K
D
Dominion Energy, Inc

Utilities
9
+ 0.8%
$56.32 - $62.1 $507 - $559
1.13K $68K
AOM
Ishares Tr Core Moderate Alloc

ETFs
19
+ 0.71%
$45.4 - $47.61 $863 - $905
2.68K $127K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.16%
$103.26 - $115.0 $103 - $115
630 $70K
MSTR
Microstrategy Inc

Technology
36
+ 44.44%
$300.7 - $455.9 $10.8K - $16.4K
117 $37K
EIX
Edison International

Utilities
67
+ 29.52%
$50.42 - $56.35 $3.38K - $3.78K
294 $16K
VRT
Vertiv Holdings CO

Industrials
50
+ 11.11%
N/A
500 $43K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2
+ 0.38%
$82.29 - $90.77 $165 - $182
533 $48K
O
Realty Income Corp

Real Estate
47
+ 17.15%
$56.13 - $60.79 $2.64K - $2.86K
321 $19K
VOD
Vodafone Group Public LTD CO

Communication Services
148
+ 6.68%
$10.67 - $12.06 $1.58K - $1.78K
2.36K $27K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
70
New
$66.56 - $84.85 $4.66K - $5.94K
70 $4K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
4
+ 0.6%
$121.99 - $134.19 $488 - $537
672 $87K
ODFL
Old Dominion Freight Line, Inc.

Industrials
32
New
$138.59 - $171.12 $4.43K - $5.48K
32 $4K
IYE
Ishares Tr

ETFs
12
+ 0.81%
$44.83 - $48.91 $538 - $587
1.49K $70K
TIP
Ishares Tr Tips Bd ETF

ETFs
15
+ 0.83%
$109.11 - $111.88 $1.64K - $1.68K
1.83K $203K
AOR
Ishares Tr Core Growth Allocat

ETFs
3
+ 0.44%
$60.99 - $64.39 $183 - $193
684 $44K
SR
Spire Inc

Utilities
3
+ 1.16%
$72.83 - $81.52 $218 - $245
262 $21K
EPD
Enterprise Products Partners L.P.

Energy
12
+ 0.18%
$30.74 - $32.14 $369 - $386
6.75K $211K
APO
Apollo Global Management, Inc.

Financial Services
92
+ 8.54%
$131.55 - $156.05 $12.1K - $14.4K
1.17K $155K
EXTR
Extreme Networks Inc

Technology
100
+ 100.0%
$16.78 - $22.85 $1.68K - $2.29K
200 $4K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
242
New
$13.33 - $14.8 $3.23K - $3.58K
242 $3K
IDV
Ishares Tr

ETFs
11
+ 1.09%
$34.54 - $37.28 $380 - $410
1.02K $37K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
57
+ 4.47%
$50.85 - $51.35 $2.9K - $2.93K
1.33K $68K
SWKS
Skyworks Solutions, Inc.

Technology
5
+ 0.5%
$67.52 - $82.97 $338 - $415
997 $76K
APD
Air Products & Chemicals, Inc.

Basic Materials
21
+ 7.69%
$265.78 - $299.3 $5.58K - $6.29K
294 $80K
LDOS
Leidos Holdings, Inc.

Technology
1
+ 1.33%
$159.2 - $188.96 $159 - $189
76 $14K
BHP
Bhp Group LTD

Basic Materials
4
+ 0.91%
$48.67 - $56.22 $195 - $225
444 $24K
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
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