Soa Wealth Advisors, Llc. Incresed Positions in Q2 2025

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
13.5K
+ 5.75%
$187.5 - $246.51 $2.53M - $3.33M
249K $61.3M
NFLX
Netflix Inc

Communication Services
2.33K
+ 13.94%
$855.86 - $1339.13 $1.99M - $3.11M
19K $25.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.2K
+ 13.63%
$456.74 - $568.03 $2.83M - $3.52M
51.7K $29.4M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
53.6K
+ 6545.18%
$99.37 - $134.05 $5.33M - $7.19M
54.4K $6.17M
LLY
Eli Lilly & CO

Healthcare
6.43K
+ 56.65%
$713.71 - $898.95 $4.59M - $5.78M
17.8K $13.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
31.5K
+ 2234.8%
$104.34 - $138.68 $3.28M - $4.36M
32.9K $4.56M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
37.7K
+ 24.25%
$47.24 - $58.55 $1.78M - $2.21M
193K $11.3M
WMB
Williams Companies, Inc.

Energy
47.1K
+ 257.07%
$54.33 - $62.87 $2.56M - $2.96M
65.4K $4.11M
PM
Philip Morris International Inc.

Consumer Defensive
8.49K
+ 31.87%
$149.23 - $184.95 $1.27M - $1.57M
35.1K $6.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
8K
+ 15.06%
$141.87 - $164.49 $1.14M - $1.32M
61.2K $10.1M
URI
United Rentals, Inc.

Industrials
329
+ 4.39%
$551.94 - $753.4 $182K - $248K
7.82K $5.89M
NYF
Ishares New York Muni Bond ETF

ETFs
22.5K
+ 82.18%
$51.29 - $53.06 $1.15M - $1.19M
49.8K $2.59M
YMAR
First Tr Ex Tr Viii Cboe Vest
38.7K
+ 279.18%
$22.43 - $25.58 $869K - $991K
52.6K $1.34M
IWL
Ishares Tr Russell 200 ETF

ETFs
4.03K
+ 23.63%
$122.36 - $153.12 $493K - $617K
21.1K $3.23M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.1K
+ 46.33%
$34.72 - $42.74 $594K - $731K
54K $2.31M
VUG
Vanguard Growth ETF

ETFs
22
+ 0.21%
$329.49 - $438.4 $7.25K - $9.64K
10.7K $4.69M
PANW
Palo Alto Networks Inc

Technology
467
+ 2.79%
$152.44 - $204.64 $71.2K - $95.6K
17.2K $3.52M
ORCL
Oracle Corp

Technology
74
+ 0.91%
$122.82 - $218.63 $9.09K - $16.2K
8.23K $1.8M
META
Meta Platforms, Inc.

Communication Services
59
+ 1.68%
$484.66 - $738.09 $28.6K - $43.5K
3.57K $2.64M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
9.69K
+ 32.63%
$42.44 - $50.03 $411K - $485K
39.4K $1.97M
BK
Bank Of New York Mellon Corp

Financial Services
6.62K
+ 1225.93%
$73.31 - $91.62 $485K - $607K
7.16K $652K
AMP
Ameriprise Financial Inc

Financial Services
187
+ 1.9%
$422.19 - $533.73 $78.9K - $99.8K
10K $5.35M
APH
Amphenol Corp

Technology
1.28K
+ 10.27%
$59.09 - $98.75 $75.4K - $126K
13.7K $1.35M
UNP
Union Pacific Corp

Industrials
2.38K
+ 32.94%
$208.27 - $238.46 $495K - $567K
9.59K $2.21M
AXP
American Express CO

Financial Services
190
+ 2.31%
$231.39 - $318.98 $44K - $60.6K
8.42K $2.68M
YJUN
First Tr Exchange Traded Fd Vi
18K
+ 99.98%
$21.32 - $24.75 $384K - $446K
36K $881K
VZ
Verizon Communications Inc

Communication Services
10.1K
+ 142.22%
$41.67 - $45.62 $422K - $462K
17.2K $745K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.01K
+ 42.45%
$46.04 - $53.67 $277K - $323K
20.2K $1.08M
PGR
Progressive Corp

Financial Services
2.02K
+ 17.17%
$255.27 - $288.74 $516K - $584K
13.8K $3.68M
WDC
Western Digital Corp

Technology
1.97K
+ 21.51%
$30.54 - $63.99 $60.2K - $126K
11.1K $712K
JCI
Johnson Controls International PLC

Industrials
725
+ 7.7%
$71.14 - $105.62 $51.6K - $76.6K
10.1K $1.07M
MMM
3 M CO

Industrials
2.02K
+ 312.56%
$126.09 - $154.15 $254K - $311K
2.66K $405K
ABBV
Abb Vie Inc.

Healthcare
3.45K
+ 24.22%
$170.16 - $206.27 $587K - $711K
17.7K $3.28M
IBM
International Business Machines Corp

Technology
527
+ 17.57%
$221.03 - $294.78 $116K - $155K
3.53K $1.04M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.11K
+ 22.04%
$126.62 - $154.26 $267K - $325K
11.7K $1.49M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.12K
+ 25.89%
$72.96 - $90.39 $154K - $191K
10.3K $919K
PPA
Invesco Exchange Traded Fd Tr

ETFs
136
+ 1.61%
$105.2 - $141.69 $14.3K - $19.3K
8.58K $1.22M
ICF
Ishares Tr

ETFs
3.47K
+ 6.75%
$54.56 - $62.47 $189K - $217K
54.9K $3.36M
ICE
Intercontinental Exchange, Inc.

Financial Services
454
+ 3.78%
$151.62 - $183.47 $68.8K - $83.3K
12.5K $2.29M
AMD
Advanced Micro Devices Inc

Technology
546
+ 17.25%
$78.21 - $143.81 $42.7K - $78.5K
3.71K $526K
CAT
Caterpillar Inc

Industrials
430
+ 136.51%
$273.94 - $388.21 $118K - $167K
745 $289K
ABC
Amerisourcebergen Corp

Healthcare
967
+ 15.22%
N/A
7.32K $1.36M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.01K
+ 59.15%
$212.1 - $244.27 $215K - $247K
2.72K $595K
PLTR
Palantir Technologies Inc.

Technology
680
+ 45.45%
$74.01 - $144.25 $50.3K - $98.1K
2.18K $296K
V
Visa Inc.

Financial Services
169
+ 0.71%
$308.27 - $373.31 $52.1K - $63.1K
24.1K $8.56M
IEMG
Ishares Inc

ETFs
3.12K
+ 2.15%
N/A
148K $7.95M
CRWD
Crowd Strike Holdings, Inc.

Technology
158
+ 29.48%
$321.63 - $509.31 $50.8K - $80.5K
694 $353K
WELL
Welltower Inc.

Real Estate
983
+ 10.47%
$136.49 - $155.22 $134K - $153K
10.4K $1.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
68
+ 3.25%
$141.37 - $228.57 $9.61K - $15.5K
2.16K $489K
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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