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
GPS
Gap Inc

Consumer Cyclical
1
+ 1.27%
N/A
80 $1K
WU
Western Union CO

Financial Services
1
+ 16.67%
$8.37 - $10.63 $8.37 - $10.6
7 $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
New
$102.02 - $103.5 $102 - $104
1 $0
Nebius Group N.V. Shs Class A
325
New
N/A
325 $0
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
14
+ 0.79%
$8.0 - $9.55 $112 - $134
1.79K $16K
Brookfield Renewable Corp Cl A Ex Sub Vtg
701
+ 8.75%
N/A
8.71K $0
INDB
Independent Bank Corp

Financial Services
2
+ 1.64%
$53.62 - $65.63 $107 - $131
124 $7K
AI
C3.Ai, Inc.

Technology
40
New
$18.24 - $27.8 $730 - $1.11K
40 $0
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
15
+ 2.41%
$7.2 - $8.65 $108 - $130
637 $5K
TSLL
Direxion Shs ETF Tr Daily Tsla
7.18K
New
N/A
7.18K $0
WPC
W. P. Carey Inc.

Real Estate
37
+ 1.56%
$56.12 - $64.53 $2.08K - $2.39K
2.42K $150K
AMZU
Direxion Shs ETF Tr Daily Amzn
1.11K
New
N/A
1.11K $0
QTUM
ETF Ser Solutions Defiance Qua
81
+ 155.77%
N/A
133 $0
SSO
Proshares Ultra S&P 500

ETFs
4
New
$64.8 - $97.72 $259 - $391
4 $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
12
+ 0.76%
$37.08 - $42.26 $445 - $507
1.59K $65K
Atlanta Braves Hldgs Inc Com Ser A
1
New
N/A
1 $0
CLX
Clorox CO

Consumer Defensive
1
+ 5.26%
$118.01 - $148.69 $118 - $149
20 $2K
Annaly Capital Management Inc Com New
21
New
N/A
21 $0
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1
+ 1.33%
$10.49 - $12.99 $10.5 - $13
76 $0
NWL
Newell Brands Inc.

Consumer Defensive
4
+ 1.55%
$4.48 - $6.27 $17.9 - $25.1
262 $1K
OHI
Omega Healthcare Investors Inc

Real Estate
1
+ 1.18%
$35.55 - $39.05 $35.6 - $39.1
86 $3K
SO
Southern CO

Utilities
3
+ 0.52%
$84.91 - $92.56 $255 - $278
585 $53K
IGE
Ishares Tr North Amern Nat Res

ETFs
1
+ 1.56%
$38.21 - $46.01 $38.2 - $46
65 $2K
IGR
Cbre Global Real Estate Income Fund

Financial Services
6
+ 3.57%
$4.33 - $5.29 $26 - $31.7
174 $0
SPMD
Spdr Portfolio

ETFs
1
New
$44.89 - $54.38 $44.9 - $54.4
1 $0
Kulr Technology Group Inc Com
312
New
N/A
312 $0
GGLL
Direxion Shs ETF Tr Daily Goog
1.52K
New
N/A
1.52K $0
Fundstrat Granny Shots Us Large Cap ETF
17.7K
+ 32.23%
N/A
72.4K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF November
90
+ 0.7%
N/A
13K $0
Vert Global Sustainable Real Estate ETF
120K
+ 33.26%
N/A
482K $0
Fidelity Wise Origin Bitcoin Fund
145
New
N/A
145 $0
Ishares Bitcoin Trust ETF
713
+ 44.37%
N/A
2.32K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF February
28.9K
+ 220.81%
N/A
42K $0
Cava Group Inc Com
80
+ 17.78%
N/A
530 $0
Solventum Corp Com Shs
517
+ 1397.3%
N/A
554 $0
Ge Vernova Inc Com
2.15K
+ 4.04%
N/A
55.4K $0
IYK
Ishares U.S. Consumer Staples

ETFs
3
+ 0.52%
$67.29 - $72.42 $202 - $217
576 $40K
Direxion Daily Meta Bull 2 X Shares
1.3K
New
N/A
1.3K $0
Fidelity Ethereum Fund ETF
210
New
N/A
210 $0
RDIV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 1.15%
$42.44 - $49.08 $170 - $196
353 $16K
Lineage Inc Com
1
+ 0.99%
N/A
102 $0
Direxion Daily Nvda Bull 2 X Shares
448
New
N/A
448 $0
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
17
+ 2.36%
$11.4 - $13.51 $194 - $230
736 $9K
NTRS
Northern Trust Corp

Financial Services
1
+ 25.0%
$84.45 - $126.79 $84.5 - $127
5 $0
MSFU
Direxion Shs ETF Tr Daily Msft
929
New
N/A
929 $0
Ft Vest U.S. Small Cap Moderate Buffer ETF May
21.9K
+ 215.07%
N/A
32.1K $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3
New
$49.57 - $50.27 $149 - $151
3 $0
MET
Metlife Inc

Financial Services
4
+ 0.74%
$68.42 - $82.49 $274 - $330
543 $43K
Scilex Holding CO Com New
13
New
N/A
13 $0
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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