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
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
162
New
$23.13 - $23.54 $3.75K - $3.81K
162 $3K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.85%
$47.78 - $52.76 $143 - $158
356 $18K
HYG
Ishares Tr

ETFs
23
+ 4.17%
$79.85 - $81.32 $1.84K - $1.87K
574 $46K
NFBK
Northfield Bancorp, Inc.

Financial Services
54
+ 1.16%
$10.4 - $12.22 $562 - $660
4.73K $55K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5
+ 0.66%
$50.02 - $53.28 $250 - $266
759 $39K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
18
+ 1.49%
$20.22 - $21.71 $364 - $391
1.23K $26K
AMGN
Amgen Inc

Healthcare
1
+ 0.17%
$271.18 - $309.22 $271 - $309
574 $161K
MSI
Motorola Solutions, Inc.

Technology
1
+ 1.89%
$408.73 - $490.3 $409 - $490
54 $24K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
37
+ 2.07%
$9.44 - $10.23 $349 - $379
1.83K $18K
NUE
Nucor Corp

Basic Materials
1
+ 0.42%
$133.3 - $150.33 $133 - $150
240 $32K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
1
+ 0.27%
$42.52 - $47.65 $42.5 - $47.7
374 $17K
SHV
Ishares Tr

ETFs
23
+ 8.16%
$110.06 - $110.49 $2.53K - $2.54K
305 $33K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
26
+ 1.6%
$19.19 - $20.37 $499 - $530
1.66K $32K
DSL
Double Line Income Solutions Fund

Financial Services
55
+ 2.7%
$11.99 - $12.67 $659 - $697
2.09K $25K
IYG
Ishares Tr

ETFs
1
+ 0.29%
$85.16 - $90.57 $85.2 - $90.6
341 $30K
GILD
Gilead Sciences, Inc.

Healthcare
7
+ 0.75%
$108.22 - $120.47 $758 - $843
935 $103K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
16
+ 1.71%
$16.17 - $16.94 $259 - $271
950 $16K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
30
New
$30.06 - $36.69 $902 - $1.1K
30 $1K
PSX
Phillips 66

Energy
1
+ 1.15%
$118.37 - $139.46 $118 - $139
88 $11K
XLE
Energy Sector Spdr

ETFs
2
+ 1.05%
$84.25 - $91.99 $169 - $184
193 $17K
MTB
M&T Bank Corp

Financial Services
2
+ 0.58%
$183.74 - $204.05 $367 - $408
344 $67K
DTM
Dt Midstream, Inc.

Energy
2
+ 0.74%
$99.17 - $113.27 $198 - $227
272 $30K
HAS
Hasbro, Inc.

Consumer Cyclical
5
+ 0.85%
$73.92 - $81.85 $370 - $409
590 $44K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
68
New
N/A
68 $1K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
23
+ 1.48%
$11.15 - $11.87 $256 - $273
1.58K $18K
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.25%
$19.81 - $25.24 $19.8 - $25.2
406 $9K
DUK
Duke Energy Corp

Utilities
1
+ 0.49%
$116.31 - $125.93 $116 - $126
207 $25K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
19
+ 2.0%
$10.9 - $11.58 $207 - $220
970 $11K
INDB
Independent Bank Corp

Financial Services
1
+ 0.81%
$62.06 - $72.84 $62.1 - $72.8
125 $8K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.28%
$75.26 - $80.19 $75.3 - $80.2
356 $28K
WTRG
Essential Utilities, Inc.

Utilities
3
+ 1.07%
$36.73 - $39.9 $110 - $120
284 $11K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
25
+ 2.07%
$14.12 - $14.91 $353 - $373
1.23K $18K
FEP
First Trust Europe Alphadex Fu

ETFs
2
+ 0.56%
$47.35 - $51.19 $94.7 - $102
358 $18K
RGLD
Royal Gold Inc

Basic Materials
5
New
$151.42 - $200.58 $757 - $1K
5 $1K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
58
+ 2.34%
$15.39 - $16.8 $893 - $974
2.54K $39K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
27
+ 0.74%
$18.32 - $18.72 $495 - $505
3.65K $67K
PEY
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.42%
$20.38 - $21.7 $122 - $130
1.44K $30K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.12%
$69.62 - $73.99 $69.6 - $74
818 $58K
LUMN
Lumen Technologies, Inc.

Communication Services
39
+ 7.32%
$3.7 - $6.22 $144 - $243
572 $3K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
4
+ 0.68%
$74.14 - $78.94 $297 - $316
591 $45K
NI
Nisource Inc.

Utilities
1
+ 2.08%
$39.0 - $43.33 $39 - $43.3
49 $2K
VV
Vanguard Large Cap ETF

ETFs
1
+ 3.23%
$285.05 - $309.14 $285 - $309
32 $9K
ILCG
Ishares Morningstar Growth ETF
1
+ 0.04%
N/A
2.71K $0
NWL
Newell Brands Inc.

Consumer Defensive
3
+ 1.15%
$4.76 - $6.39 $14.3 - $19.2
265 $1K
FXP
Proshares Tr Ultrashort Ftse C

ETFs
2
+ 2.94%
$8.16 - $10.8 $16.3 - $21.6
70 $0
Globalstar Inc Com New
10
New
N/A
10 $0
Lam Research Corp Com New
144
+ 3.41%
N/A
4.37K $0
PSTG
Pure Storage, Inc.

Technology
10
New
$54.47 - $88.29 $545 - $883
10 $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
4
+ 8.0%
$26.84 - $28.32 $107 - $113
54 $1K
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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