Soa Wealth Advisors, Llc. Incresed Positions in Q3 2025

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
2.9K
+ 1.17%
$243.93 - $275.62 $708K - $800K
252K $68.9M
NVDA
Nvidia Corp

Technology
4K
+ 2.56%
$153.3 - $186.58 $613K - $746K
160K $29.9M
VBR
Vanguard Small Cap Value ETF

ETFs
1.12K
+ 0.32%
$195.41 - $212.37 $219K - $238K
355K $74.1M
GOOGL
Alphabet Inc.

Communication Services
756
+ 1.38%
$174.36 - $254.72 $132K - $193K
55.7K $13.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.37K
+ 2.65%
$567.77 - $614.76 $777K - $842K
53.1K $32.5M
MSFT
Microsoft Corp

Technology
243
+ 0.2%
$491.09 - $535.64 $119K - $130K
124K $64.3M
IWM
Ishares Russell 2000 ETF

ETFs
91
+ 0.14%
$214.92 - $244.84 $19.6K - $22.3K
66.2K $16M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.33K
+ 10.35%
$164.63 - $174.58 $1.04M - $1.1M
67.5K $11.8M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
5.11K
+ 2.64%
$58.56 - $63.63 $299K - $325K
198K $12.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.5K
+ 41.6%
$42.67 - $46.91 $959K - $1.05M
76.5K $3.58M
AVGO
Broadcom Inc.

Technology
547
+ 3.33%
$264.74 - $369.57 $145K - $202K
17K $5.6M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.01%
$184.85 - $231.54 $185 - $232
17.7K $4.09M
ORCL
Oracle Corp

Technology
335
+ 4.07%
$218.96 - $328.33 $73.4K - $110K
8.57K $2.41M
YJUN
First Tr Exchange Traded Fd Vi
19.3K
+ 53.67%
$24.2 - $25.07 $468K - $484K
55.3K $1.39M
NYF
Ishares New York Muni Bond ETF

ETFs
7.7K
+ 15.46%
$51.6 - $53.44 $397K - $411K
57.5K $3.07M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.09K
+ 39.73%
$87.29 - $93.61 $357K - $382K
14.4K $1.34M
GOOG
Alphabet Inc.

Communication Services
362
+ 8.48%
$175.16 - $255.24 $63.4K - $92.4K
4.63K $1.13M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.92K
+ 44.8%
$51.7 - $54.73 $306K - $324K
19.1K $1.05M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.65K
+ 5.03%
$137.51 - $145.26 $227K - $240K
34.5K $4.92M
EFG
Msci Eafe Growth ETF

ETFs
1.92K
+ 4.61%
$106.99 - $114.46 $206K - $220K
43.6K $4.97M
META
Meta Platforms, Inc.

Communication Services
370
+ 10.36%
$695.21 - $791.73 $257K - $293K
3.94K $2.9M
JNJ
Johnson & Johnson

Healthcare
53
+ 0.72%
$155.17 - $185.42 $8.22K - $9.83K
7.39K $1.37M
GS
Goldman Sachs Group Inc

Financial Services
143
+ 9.4%
$696.56 - $806.32 $99.6K - $115K
1.66K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
996
+ 1.36%
$211.65 - $238.24 $211K - $237K
74.3K $16.3M
PLTR
Palantir Technologies Inc.

Technology
708
+ 32.54%
$130.68 - $186.97 $92.5K - $132K
2.88K $526K
APP
App Lovin Corp

Technology
230
+ 205.36%
$335.1 - $718.54 $77.1K - $165K
342 $245K
WMT
Walmart Inc.

Consumer Defensive
431
+ 1.44%
$94.4 - $104.27 $40.7K - $44.9K
30.4K $3.14M
BK
Bank Of New York Mellon Corp

Financial Services
669
+ 9.34%
$90.65 - $109.75 $60.6K - $73.4K
7.83K $853K
MAR
Marriott International Inc

Consumer Cyclical
700
+ 700.0%
$255.35 - $282.87 $179K - $198K
800 $208K
IWR
Ishares Russell Mid Cap ETF

ETFs
627
+ 2.41%
$92.26 - $97.51 $57.8K - $61.1K
26.6K $2.57M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.74K
+ 35.9%
$49.0 - $51.91 $134K - $142K
10.4K $538K
AXP
American Express CO

Financial Services
142
+ 1.69%
$294.27 - $342.31 $41.8K - $48.6K
8.56K $2.84M
XOM
Exxon Mobil Corp

Energy
217
+ 0.88%
$105.83 - $117.22 $23K - $25.4K
25K $2.82M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.74K
+ 8.62%
$53.62 - $55.95 $93.2K - $97.3K
21.9K $1.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
724
+ 21.72%
$132.9 - $142.03 $96.2K - $103K
4.06K $571K
AMD
Advanced Micro Devices Inc

Technology
322
+ 8.68%
$134.8 - $184.42 $43.4K - $59.4K
4.03K $652K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.01%
$115.96 - $125.95 $116 - $126
12.6K $1.59M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7
+ 0.28%
$275.84 - $326.36 $1.93K - $2.28K
2.5K $814K
VIG
Vanguard Dividend Appreciation

ETFs
600
+ 191.69%
N/A
913 $166K
PANW
Palo Alto Networks Inc

Technology
618
+ 3.6%
$167.06 - $208.19 $103K - $129K
17.8K $3.62M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
561
+ 7.25%
$128.17 - $135.14 $71.9K - $75.8K
8.3K $1.1M
KLAC
Kla Corp

Technology
84
+ 116.67%
$843.9 - $1078.6 $70.9K - $90.6K
156 $168K
HOOD
Robinhood Markets, Inc.

Technology
619
+ 248.59%
$91.27 - $143.18 $56.5K - $88.6K
868 $124K
SOCL
Global X Fds Global X Social M

ETFs
12
+ 0.09%
$52.7 - $62.63 $632 - $752
13.5K $821K
GLD
Spdr Gold Trust

ETFs
243
+ 114.62%
$300.96 - $355.47 $73.1K - $86.4K
455 $161K
CVX
Chevron Corp

Energy
123
+ 1.98%
$145.57 - $161.83 $17.9K - $19.9K
6.33K $982K
CAT
Caterpillar Inc

Industrials
55
+ 7.38%
$390.92 - $477.15 $21.5K - $26.2K
800 $381K
BX
Blackstone Inc.

Financial Services
202
+ 7.61%
$152.77 - $188.68 $30.9K - $38.1K
2.86K $488K
MU
Micron Technology Inc

Technology
447
+ 136.28%
$104.88 - $168.89 $46.9K - $75.5K
775 $129K
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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