Soa Wealth Advisors, Llc. Incresed Positions in Q1 2025

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
366K
+ 2221.97%
$183.02 - $207.75 $67M - $76M
383K $71M
MSFT
Microsoft Corp

Technology
85K
+ 203.7%
$375.39 - $447.2 $31.9M - $38M
127K $47.6M
IWM
Ishares Russell 2000 ETF

ETFs
141K
+ 2904.26%
$198.1 - $229.79 $27.9M - $32.3M
145K $29.2M
COST
Costco Wholesale Corp

Consumer Defensive
20.4K
+ 10846.81%
$890.62 - $1076.86 $18.2M - $22M
20.6K $19.5M
NFLX
Netflix Inc

Communication Services
15.1K
+ 951.23%
$828.4 - $1058.6 $12.5M - $16M
16.7K $15.6M
PH
Parker Hannifin Corp

Industrials
18.8K
+ 10339.56%
$591.65 - $707.05 $11.1M - $13.3M
19K $11.5M
XLV
Select Sector Spdr Fund Health

ETFs
73.2K
+ 2304.03%
$137.61 - $149.68 $10.1M - $11M
76.4K $11M
NOW
Service Now, Inc.

Technology
13.2K
+ 77694.12%
$783.83 - $1170.39 $10.4M - $15.5M
13.2K $10.5M
HD
Home Depot, Inc.

Consumer Cyclical
26.8K
+ 790.3%
$347.25 - $424.87 $9.31M - $11.4M
30.2K $11.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
106K
+ 42190.08%
$81.1 - $94.7 $8.62M - $10.1M
107K $8.99M
SPGI
S&P Global Inc.

Financial Services
15.6K
+ 48875.0%
$478.26 - $543.77 $7.48M - $8.5M
15.7K $7.96M
V
Visa Inc.

Financial Services
21.1K
+ 738.53%
$306.92 - $362.71 $6.47M - $7.65M
23.9K $8.39M
IEMG
Ishares Inc

ETFs
113K
+ 347.63%
N/A
145K $7.78M
JPM
Jpmorgan Chase & CO

Financial Services
23.1K
+ 108.23%
$225.19 - $279.95 $5.2M - $6.47M
44.4K $10.9M
ITA
Ishares Tr

ETFs
31.2K
+ 3020.41%
$144.84 - $159.5 $4.52M - $4.98M
32.3K $4.94M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
96.6K
+ 42.42%
$49.78 - $53.19 $4.81M - $5.14M
324K $16.4M
ET
Energy Transfer LP

Energy
232K
+ 12069.76%
$17.26 - $21.08 $4M - $4.89M
234K $4.35M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
187K
+ 3089.59%
$21.67 - $23.21 $4.05M - $4.34M
193K $4.4M
PM
Philip Morris International Inc.

Consumer Defensive
26.1K
+ 4817.16%
$117.15 - $158.79 $3.06M - $4.15M
26.7K $4.23M
PHO
Invesco Exchange Traded Fd Tr

ETFs
63.7K
+ 6246.81%
$63.77 - $68.75 $4.06M - $4.38M
64.7K $4.16M
ABBV
Abb Vie Inc.

Healthcare
13.3K
+ 1481.11%
$169.2 - $216.66 $2.26M - $2.89M
14.2K $2.98M
AVGO
Broadcom Inc.

Technology
17.2K
+ 1625.47%
$167.43 - $244.7 $2.87M - $4.2M
18.2K $3.05M
GOOGL
Alphabet Inc.

Communication Services
24.1K
+ 65.58%
$154.33 - $206.19 $3.73M - $4.98M
61K $9.41M
XOM
Exxon Mobil Corp

Energy
18.3K
+ 262.09%
$105.44 - $118.93 $1.93M - $2.18M
25.3K $3.01M
MCD
Mcdonalds Corp

Consumer Cyclical
6.63K
+ 245.7%
$279.74 - $321.29 $1.85M - $2.13M
9.33K $2.91M
PG
Procter & Gamble CO

Consumer Defensive
11.9K
+ 305.3%
$158.56 - $176.26 $1.89M - $2.1M
15.8K $2.7M
TSLA
Tesla, Inc.

Consumer Cyclical
8.43K
+ 388.7%
$222.15 - $428.22 $1.87M - $3.61M
10.6K $2.75M
BSX
Boston Scientific Corp

Healthcare
18.5K
+ 115650.0%
$89.38 - $106.18 $1.65M - $1.96M
18.5K $1.87M
WMT
Walmart Inc.

Consumer Defensive
21K
+ 228.49%
$84.5 - $105.05 $1.78M - $2.21M
30.2K $2.65M
ICE
Intercontinental Exchange, Inc.

Financial Services
10.2K
+ 566.32%
$142.8 - $176.36 $1.46M - $1.8M
12K $2.07M
PANW
Palo Alto Networks Inc

Technology
10.4K
+ 164.68%
$167.82 - $208.28 $1.74M - $2.17M
16.7K $2.85M
UNP
Union Pacific Corp

Industrials
5.95K
+ 470.65%
$225.21 - $254.42 $1.34M - $1.51M
7.21K $1.7M
HON
Honeywell International Inc

Industrials
6.05K
+ 930.62%
$202.75 - $226.52 $1.23M - $1.37M
6.7K $1.42M
ABC
Amerisourcebergen Corp

Healthcare
6.35K
+ 211666.67%
N/A
6.35K $1.18M
NVDA
Nvidia Corp

Technology
39.5K
+ 32.87%
$106.98 - $149.43 $4.23M - $5.91M
160K $17.3M
ZTS
Zoetis Inc.

Healthcare
6.48K
+ 647600.0%
$156.48 - $175.67 $1.01M - $1.14M
6.48K $1.07M
WMB
Williams Companies, Inc.

Energy
17.7K
+ 3004.75%
$54.02 - $61.09 $958K - $1.08M
18.3K $1.09M
PLD
Prologis, Inc.

Real Estate
8.91K
+ 16801.89%
$103.59 - $124.04 $922K - $1.1M
8.96K $1M
JCI
Johnson Controls International PLC

Industrials
9.26K
+ 5715.43%
$76.12 - $90.6 $705K - $839K
9.42K $754K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
18K
+ 13.07%
$52.53 - $58.51 $944K - $1.05M
155K $8.25M
LYV
Live Nation Entertainment, Inc.

Communication Services
3.39K
+ 678.4%
$115.79 - $154.66 $393K - $525K
3.89K $508K
AMZN
Amazon Com Inc

Consumer Cyclical
12.2K
+ 18.43%
$190.26 - $242.06 $2.31M - $2.94M
78.1K $14.9M
ICLN
Ishares

ETFs
33.4K
+ 3685.23%
$10.94 - $11.86 $366K - $396K
34.3K $395K
EFG
Msci Eafe Growth ETF

ETFs
73
+ 0.17%
$96.1 - $106.37 $7.02K - $7.77K
41.8K $4.22M
JNJ
Johnson & Johnson

Healthcare
48
+ 0.65%
$142.06 - $167.7 $6.82K - $8.05K
7.47K $1.24M
CVX
Chevron Corp

Energy
43
+ 0.72%
$146.71 - $167.97 $6.31K - $7.22K
6.05K $1.01M
INTC
Intel Corp

Technology
5.12K
+ 54.86%
$19.1 - $27.39 $97.7K - $140K
14.4K $327K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
3.57K
+ 1995.53%
$37.69 - $39.76 $135K - $142K
3.75K $142K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.71K
+ 3.32%
$156.61 - $168.02 $267K - $287K
53.1K $8.45M
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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