Soa Wealth Advisors, Llc. Incresed Positions in Q4 2024

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
825
+ 0.28%
$216.72 - $244.71 $179K - $202K
297K $69.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
74.6K
+ 48.7%
$51.09 - $55.27 $3.81M - $4.12M
228K $11.6M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
37.9K
+ 38.04%
$55.05 - $58.86 $2.09M - $2.23M
137K $7.76M
VOE
Vanguard Mid Cap Value Index F

ETFs
10K
+ 24.26%
$160.89 - $176.18 $1.62M - $1.77M
51.4K $8.32M
IWL
Ishares Tr Russell 200 ETF

ETFs
6.06K
+ 56.3%
$138.92 - $149.97 $842K - $909K
16.8K $2.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
565
+ 1.07%
$521.84 - $558.82 $295K - $316K
53.6K $28.9M
FNDF
Schwab Fundamental Intl Large

ETFs
53.3K
+ 20.21%
$32.92 - $37.15 $1.75M - $1.98M
317K $10.5M
JPM
Jpmorgan Chase & CO

Financial Services
255
+ 1.21%
$205.18 - $250.29 $52.3K - $63.8K
21.3K $5.11M
NFLX
Netflix Inc

Communication Services
72
+ 4.75%
$687.65 - $936.56 $49.5K - $67.4K
1.59K $1.41M
PANW
Palo Alto Networks Inc

Technology
3.71K
+ 142.29%
$181.96 - $405.9 $675K - $1.51M
6.31K $1.15M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1K
+ 49.46%
$238.25 - $261.28 $239K - $262K
3.03K $733K
MPC
Marathon Petroleum Corp

Energy
1.63K
+ 430.95%
$131.65 - $174.84 $214K - $285K
2.01K $279K
V
Visa Inc.

Financial Services
187
+ 7.01%
$273.87 - $320.91 $51.2K - $60K
2.86K $902K
META
Meta Platforms, Inc.

Communication Services
178
+ 5.53%
$554.08 - $632.68 $98.6K - $113K
3.4K $2M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.45K
+ 5.39%
$87.25 - $95.52 $127K - $139K
28.4K $2.51M
AVGO
Broadcom Inc.

Technology
355
+ 50.64%
$159.67 - $250.0 $56.7K - $88.8K
1.06K $244K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.19%
$486.1 - $608.57 $1.46K - $1.83K
1.55K $886K
IWM
Ishares Russell 2000 ETF

ETFs
552
+ 12.87%
$216.13 - $242.4 $119K - $134K
4.84K $1.07M
XOM
Exxon Mobil Corp

Energy
1.6K
+ 29.53%
$105.51 - $125.37 $168K - $200K
7K $752K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.32K
+ 17.27%
$38.37 - $42.82 $204K - $228K
36.1K $1.39M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
358
+ 24.29%
$172.07 - $207.36 $61.6K - $74.2K
1.83K $361K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.61K
+ 43.57%
$71.75 - $75.11 $116K - $121K
5.32K $382K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
4.78K
+ 376.3%
$21.7 - $22.73 $104K - $109K
6.05K $131K
WMT
Walmart Inc.

Consumer Defensive
142
+ 1.57%
$79.1 - $95.7 $11.2K - $13.6K
9.19K $830K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.04K
+ 26.63%
$44.57 - $46.43 $90.8K - $94.6K
9.69K $442K
BAC
Bank Of America Corp

Financial Services
371
+ 1.94%
$39.22 - $47.77 $14.6K - $17.7K
19.5K $858K
GOOG
Alphabet Inc.

Communication Services
3
+ 0.08%
$163.08 - $198.16 $489 - $594
3.98K $758K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
2.13K
+ 184.97%
$42.25 - $43.54 $90K - $92.7K
3.28K $140K
CRWD
Crowd Strike Holdings, Inc.

Technology
219
+ 90.87%
$275.15 - $388.2 $60.3K - $85K
460 $157K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.18K
+ 115.64%
$74.5 - $78.37 $88.1K - $92.7K
2.21K $164K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
895
+ 12.9%
$125.4 - $135.42 $112K - $121K
7.83K $982K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.06K
+ 26.06%
$77.86 - $79.27 $82.5K - $84K
5.13K $399K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
400
+ 251.57%
$170.03 - $192.78 $68K - $77.1K
559 $103K
SONY
Sony Group Corp

Technology
3.18K
+ 8365.79%
$17.53 - $96.8 $55.7K - $308K
3.22K $68K
PYPL
Pay Pal Holdings, Inc.

Financial Services
676
+ 108.51%
$77.25 - $91.3 $52.2K - $61.7K
1.3K $110K
VBR
Vanguard Small Cap Value ETF

ETFs
498
+ 3.12%
$197.36 - $217.3 $98.3K - $108K
16.5K $3.26M
SOFI
So Fi Technologies, Inc.

Financial Services
1.4K
+ 33.07%
$7.63 - $16.88 $10.7K - $23.6K
5.63K $86K
IVW
Ishares S&P 500 Growth ETF

ETFs
10
+ 0.11%
$94.43 - $105.47 $944 - $1.05K
9.01K $915K
BX
Blackstone Inc.

Financial Services
2
+ 0.08%
$148.45 - $199.05 $297 - $398
2.65K $456K
O
Realty Income Corp

Real Estate
959
+ 350.0%
$51.76 - $64.71 $49.6K - $62.1K
1.23K $65K
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 33.33%
$873.59 - $994.69 $41.1K - $46.8K
188 $172K
TGT
Target Corp

Consumer Defensive
590
+ 37.44%
$121.59 - $160.69 $71.7K - $94.8K
2.17K $292K
CELH
Celsius Holdings, Inc.

Consumer Defensive
2K
+ 100.0%
$25.66 - $34.91 $51.3K - $69.8K
4K $105K
PLTR
Palantir Technologies Inc.

Technology
355
+ 102.9%
$36.46 - $82.38 $12.9K - $29.2K
700 $52K
IGM
Ishares Expanded Tech Sector E

ETFs
3
+ 0.05%
$94.19 - $106.95 $283 - $321
5.77K $589K
SCHW
Schwab Charles Corp

Financial Services
62
+ 1.89%
$63.31 - $82.85 $3.93K - $5.14K
3.34K $246K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.14%
$316.94 - $357.88 $634 - $716
1.38K $475K
IYF
Ishares Tr

ETFs
39
+ 0.95%
$102.7 - $119.05 $4.01K - $4.64K
4.15K $458K
GM
General Motors CO

Consumer Cyclical
150
+ 6.05%
$44.82 - $60.2 $6.72K - $9.03K
2.63K $140K
Activity Summary
Buys All Purchases 329 New Holdings 77 Increased Positions 252 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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