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
COIN
Coinbase Global, Inc.

Technology
40
+ 17.7%
$163.17 - $343.62 $6.53K - $13.7K
266 $66K
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.3K
+ 300.38%
$25.93 - $105.3 $268K - $1.09M
13.8K $383K
MAIN
Main Street Capital Corp

Financial Services
43
+ 1.61%
$49.95 - $58.58 $2.15K - $2.52K
2.71K $158K
T
At&T Inc.

Communication Services
401
+ 2.07%
$21.22 - $23.88 $8.51K - $9.58K
19.8K $451K
BMY
Bristol Myers Squibb CO

Healthcare
31
+ 0.67%
$51.92 - $59.94 $1.61K - $1.86K
4.68K $264K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.04%
$47.46 - $65.77 $47.5 - $65.8
2.4K $145K
EPD
Enterprise Products Partners L.P.

Energy
232
+ 3.48%
$28.66 - $34.43 $6.65K - $7.99K
6.9K $216K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
11
+ 0.22%
$70.54 - $79.61 $776 - $876
4.97K $378K
SE
Sea LTD

Consumer Cyclical
150
+ 25.0%
$93.56 - $117.41 $14K - $17.6K
750 $79K
CAT
Caterpillar Inc

Industrials
77
+ 49.36%
$360.37 - $416.88 $27.7K - $32.1K
233 $84K
LYV
Live Nation Entertainment, Inc.

Communication Services
80
+ 19.05%
$109.06 - $140.54 $8.72K - $11.2K
500 $64K
XLK
Technology Sector Spdr

ETFs
14
+ 0.59%
$220.26 - $241.44 $3.08K - $3.38K
2.39K $556K
XAR
Spdr S&P Aerospace & Defense E

ETFs
7
+ 0.34%
$153.8 - $176.52 $1.08K - $1.24K
2.08K $345K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.14%
$311.11 - $335.64 $933 - $1.01K
2.12K $682K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.48K
+ 1.25%
$90.66 - $99.46 $134K - $147K
119K $10.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.33%
$173.13 - $258.09 $173 - $258
301 $69K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1
+ 0.06%
$225.16 - $265.16 $225 - $265
1.77K $439K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.24%
$328.51 - $401.37 $329 - $401
424 $159K
SQ
Block, Inc.

Technology
174
+ 3480.0%
$65.06 - $98.92 $11.3K - $17.2K
179 $15K
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.4%
$280.04 - $302.45 $2.24K - $2.42K
1.98K $574K
VZ
Verizon Communications Inc

Communication Services
1.22K
+ 17.12%
$39.6 - $45.21 $48.4K - $55.2K
8.35K $334K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.07%
$116.4 - $138.52 $116 - $139
1.41K $178K
ET
Energy Transfer LP

Energy
421
+ 28.07%
$16.05 - $19.86 $6.76K - $8.36K
1.92K $37K
C
Citigroup Inc

Financial Services
3
+ 0.23%
$61.31 - $72.5 $184 - $218
1.33K $93K
ARKQ
Ark Autonomous Technology & Ro

ETFs
75
+ 37.31%
$60.57 - $82.2 $4.54K - $6.17K
276 $21K
DFS
Discover Financial Services

Financial Services
1
+ 0.43%
$136.3 - $182.67 $136 - $183
233 $40K
GILD
Gilead Sciences, Inc.

Healthcare
5
+ 0.53%
$83.95 - $97.9 $420 - $490
951 $87K
EMR
Emerson Electric CO

Industrials
50
+ 78.13%
$108.13 - $134.33 $5.41K - $6.72K
114 $14K
PPA
Invesco Exchange Traded Fd Tr

ETFs
81
+ 0.98%
$113.79 - $124.5 $9.22K - $10.1K
8.38K $961K
DTM
Dt Midstream, Inc.

Energy
2
+ 0.76%
$78.85 - $108.56 $158 - $217
266 $26K
GLD
Spdr Gold Trust

ETFs
28
+ 14.43%
$236.59 - $257.5 $6.62K - $7.21K
222 $53K
PAYX
Paychex Inc

Industrials
5
+ 0.59%
$135.86 - $148.73 $679 - $744
850 $119K
AFL
Aflac Inc

Financial Services
50
+ 500.0%
$100.37 - $115.27 $5.02K - $5.76K
60 $6K
BOTZ
Global X Fds

ETFs
170
+ 26.9%
$31.11 - $34.18 $5.29K - $5.81K
802 $25K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
76
+ 1.44%
$38.63 - $39.95 $2.94K - $3.04K
5.36K $211K
XLY
Select Sector Spdr Consumer Di

ETFs
7
+ 5.0%
$194.8 - $239.43 $1.36K - $1.68K
147 $32K
DUK
Duke Energy Corp

Utilities
50
+ 24.51%
$105.76 - $120.76 $5.29K - $6.04K
254 $27K
WM
Waste Management Inc

Industrials
25
+ 12.2%
$201.79 - $228.46 $5.04K - $5.71K
230 $46K
TPR
Tapestry, Inc.

Consumer Cyclical
1
+ 0.47%
$43.54 - $66.18 $43.5 - $66.2
213 $13K
TXN
Texas Instruments Inc

Technology
18
+ 0.65%
N/A
2.79K $543K
RTX
Raytheon Technologies Corp

Industrials
33
+ 37.08%
$114.45 - $127.21 $3.78K - $4.2K
122 $14K
MTB
M&T Bank Corp

Financial Services
2
+ 0.6%
$172.48 - $221.95 $345 - $444
338 $63K
ABNB
Airbnb, Inc.

Consumer Cyclical
18
+ 5.23%
$125.36 - $147.37 $2.26K - $2.65K
362 $47K
LCID
Lucid Group, Inc.

Consumer Cyclical
900
+ 900.0%
$2.01 - $3.44 $1.81K - $3.1K
1K $3K
SHV
Ishares Tr

ETFs
27
+ 11.3%
$109.92 - $110.57 $2.97K - $2.99K
266 $29K
CEG
Constellation Energy Corp

Utilities
57
+ 22.09%
$224.28 - $285.52 $12.8K - $16.3K
315 $70K
IYG
Ishares Tr

ETFs
1
+ 0.3%
$70.24 - $82.34 $70.2 - $82.3
338 $26K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.28%
$107.89 - $125.33 $108 - $125
356 $42K
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 0.44%
$70.82 - $81.87 $142 - $164
452 $34K
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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