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
XLU
Utilities Sector Spdr

ETFs
1
+ 0.82%
$74.7 - $80.27 $74.7 - $80.3
123 $9K
RYH
Invesco S&P 500 Equal Weight H

ETFs
8
+ 0.18%
N/A
4.55K $0
Blackrock Inc Com
15.2K
+ 9757.69%
N/A
15.4K $0
Arista Networks Inc Com Shs
73
+ 228.13%
N/A
105 $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 2.44%
$25.98 - $28.59 $26 - $28.6
42 $1K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
34
+ 1.49%
$11.22 - $11.8 $381 - $401
2.31K $26K
Ge Vernova Inc Com
53.1K
+ 31435.5%
N/A
53.3K $0
IGR
Cbre Global Real Estate Income Fund

Financial Services
6
+ 3.7%
$4.79 - $5.34 $28.7 - $32
168 $0
CSQ
Calamos Strategic Total Return Fund

Financial Services
3
+ 1.8%
$15.97 - $18.5 $47.9 - $55.5
170 $2K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2
+ 0.38%
$75.99 - $81.58 $152 - $163
528 $40K
MET
Metlife Inc

Financial Services
4
+ 0.75%
$77.7 - $87.0 $311 - $348
539 $43K
OHI
Omega Healthcare Investors Inc

Real Estate
2
+ 2.41%
$35.7 - $38.33 $71.4 - $76.7
85 $3K
INDB
Independent Bank Corp

Financial Services
1
+ 0.83%
$60.31 - $70.29 $60.3 - $70.3
122 $7K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
1
+ 0.27%
$39.0 - $41.54 $39 - $41.5
371 $14K
Brookfield Renewable Corp Cl A Ex Sub Vtg
8.01K
New
N/A
8.01K $0
Lineage Inc Com
1
+ 1.0%
N/A
101 $0
Ft Vest International Equity Moderate Buffer ETF December
1.51K
+ 14.6%
N/A
11.8K $0
KEY
Keycorp

Financial Services
1
+ 4.0%
$15.15 - $18.3 $15.2 - $18.3
26 $0
SJNK
Spdr Bloomberg Short Term High

ETFs
8
+ 1.2%
$25.08 - $25.64 $201 - $205
675 $16K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
16
+ 1.77%
$15.63 - $16.23 $250 - $260
918 $14K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
1
+ 14.29%
$89.89 - $100.28 $89.9 - $100
8 $0
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
15
+ 2.47%
$8.24 - $8.68 $124 - $130
622 $5K
WEN
Wendy'S CO

Consumer Cyclical
12
New
$14.17 - $16.17 $170 - $194
12 $0
FJAN
First Exc Trd Viii Cboe Vest U
2.89K
+ 74.96%
N/A
6.74K $0
BHP
Bhp Group LTD

Basic Materials
5
+ 1.15%
$48.18 - $52.11 $241 - $261
440 $21K
Nebius Group N.V. Shs Class A
0
New
N/A
0 $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
3.58K
+ 97.15%
N/A
7.26K $0
SHV
Ishares Tr

ETFs
4
+ 1.5%
$110.11 - $110.51 $440 - $442
270 $29K
Arm Holdings PLC Sponsored Ads
73
+ 16.9%
N/A
505 $0
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
3
New
$33.7 - $43.19 $101 - $130
3 $0
BXP
Boston Properties Inc

Real Estate
1
+ 11.11%
$63.97 - $74.91 $64 - $74.9
10 $0
Ft Vest U.S. Small Cap Moderate Buffer ETF May
495
+ 5.11%
N/A
10.2K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
6
New
N/A
6 $0
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1
+ 1.35%
$11.96 - $13.56 $12 - $13.6
75 $0
IGOV
Ishares 1 3 International Trea

ETFs
1
+ 16.67%
$37.39 - $39.79 $37.4 - $39.8
7 $0
NGG
National Grid PLC

Utilities
1
+ 2.78%
$56.13 - $65.61 $56.1 - $65.6
37 $2K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 1.61%
$206.54 - $226.16 $207 - $226
63 $13K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
22
+ 1.68%
$20.7 - $21.15 $455 - $465
1.33K $27K
Unusual Whales Subversive Democratic Trading ETF
10
New
N/A
10 $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
35
+ 0.47%
$39.4 - $42.61 $1.38K - $1.49K
7.54K $301K
DTM
Dt Midstream, Inc.

Energy
2
+ 0.75%
$86.95 - $113.75 $174 - $228
268 $25K
GLW
Corning Inc

Technology
2
+ 0.47%
$44.91 - $54.25 $89.8 - $109
424 $19K
EMR
Emerson Electric CO

Industrials
10
+ 8.77%
$108.64 - $131.17 $1.09K - $1.31K
124 $13K
BKU
Bank United, Inc.

Financial Services
1
+ 0.88%
$31.36 - $41.63 $31.4 - $41.6
114 $3K
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
1
+ 1.56%
$25.24 - $34.09 $25.2 - $34.1
65 $1K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4
+ 0.54%
$48.02 - $53.02 $192 - $212
749 $36K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
16
+ 2.5%
$11.85 - $13.1 $190 - $210
656 $7K
SON
Sonoco Products CO

Consumer Cyclical
5
+ 1.16%
$44.71 - $49.22 $224 - $246
436 $20K
NWL
Newell Brands Inc.

Consumer Defensive
3
+ 1.18%
$6.2 - $10.66 $18.6 - $32
258 $1K
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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