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
XLE
Energy Sector Spdr

ETFs
1
+ 0.53%
$76.44 - $94.13 $76.4 - $94.1
191 $16K
TAP
Molson Coors Beverage CO

Consumer Defensive
1
+ 1.39%
$47.24 - $62.46 $47.2 - $62.5
73 $3K
SON
Sonoco Products CO

Consumer Cyclical
5
+ 1.15%
$40.6 - $47.93 $203 - $240
441 $19K
PHG
Koninklijke Philips Nv

Healthcare
58
+ 4.18%
$21.67 - $25.64 $1.26K - $1.49K
1.45K $34K
DSL
Double Line Income Solutions Fund

Financial Services
18
+ 0.89%
$11.15 - $12.57 $201 - $226
2.04K $24K
PEY
Invesco Exchange Traded Fd Tr

ETFs
18
+ 1.27%
$18.68 - $21.54 $336 - $388
1.43K $29K
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.99%
$145.91 - $168.0 $146 - $168
102 $15K
EXC
Exelon Corp

Utilities
4
+ 0.62%
$42.2 - $47.37 $169 - $189
646 $28K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10
+ 2.48%
$17.17 - $19.9 $172 - $199
414 $7K
SWBI
Smith & Wesson Brands, Inc.

Industrials
12
+ 1.52%
$8.48 - $10.88 $102 - $131
802 $6K
SR
Spire Inc

Utilities
2
+ 0.78%
$71.03 - $79.07 $142 - $158
259 $18K
DEO
Diageo PLC

Consumer Defensive
8
+ 1.33%
$99.86 - $115.75 $799 - $926
611 $61K
EIX
Edison International

Utilities
3
+ 1.34%
$48.32 - $59.92 $145 - $180
227 $11K
GNTX
Gentex Corp

Consumer Cyclical
3
+ 0.13%
$20.83 - $23.52 $62.5 - $70.6
2.24K $49K
OFS
Ofs Capital Corp

Financial Services
669
+ 4.01%
$8.15 - $9.48 $5.45K - $6.34K
17.3K $146K
IYE
Ishares Tr

ETFs
10
+ 0.68%
$40.36 - $49.67 $404 - $497
1.48K $66K
PAYX
Paychex Inc

Industrials
5
+ 0.58%
$137.01 - $159.78 $685 - $799
860 $125K
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.41%
$236.71 - $261.92 $473 - $524
485 $120K
CODI
Compass Diversified Holdings

Industrials
8
+ 1.38%
$6.0 - $18.81 $48 - $150
588 $3K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.13%
$210.83 - $235.28 $211 - $235
800 $177K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5
+ 0.38%
$41.37 - $53.28 $207 - $266
1.32K $58K
MCD
Mcdonalds Corp

Consumer Cyclical
598
+ 6.41%
$285.55 - $321.23 $171K - $192K
9.93K $2.9M
EPD
Enterprise Products Partners L.P.

Energy
12
+ 0.18%
$28.95 - $34.22 $347 - $411
6.74K $208K
BMY
Bristol Myers Squibb CO

Healthcare
686
+ 13.62%
$44.12 - $59.6 $30.3K - $40.9K
5.72K $264K
CVX
Chevron Corp

Energy
154
+ 2.55%
$133.73 - $168.51 $20.6K - $26K
6.2K $888K
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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