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
LYV
Live Nation Entertainment, Inc.

Communication Services
260
+ 7.77%
$143.56 - $174.06 $37.3K - $45.3K
3.61K $589K
IGM
Ishares Expanded Tech Sector E

ETFs
2
+ 0.04%
$110.96 - $127.67 $222 - $255
5.64K $710K
EMR
Emerson Electric CO

Industrials
568
+ 131.18%
$128.6 - $149.63 $73K - $85K
1K $131K
UNP
Union Pacific Corp

Industrials
56
+ 0.58%
$214.91 - $237.16 $12K - $13.3K
9.65K $2.28M
PKB
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$81.29 - $95.6 $81.3 - $95.6
4.78K $456K
CDNS
Cadence Design Systems Inc

Technology
160
+ 61.07%
$309.46 - $373.37 $49.5K - $59.7K
422 $148K
GE
General Electric CO

Industrials
98
+ 12.04%
$244.75 - $305.63 $24K - $30K
912 $274K
XLK
Technology Sector Spdr

ETFs
2
+ 0.09%
$250.97 - $282.66 $502 - $565
2.21K $623K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
391
+ 1.13%
$42.16 - $43.5 $16.5K - $17K
34.9K $1.52M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
44
+ 1.87%
$50.79 - $76.4 $2.23K - $3.36K
2.39K $182K
ADP
Automatic Data Processing Inc

Industrials
207
+ 64.69%
$288.69 - $310.94 $59.8K - $64.4K
527 $154K
ABC
Amerisourcebergen Corp

Healthcare
300
+ 4.1%
N/A
7.62K $1.41M
WMB
Williams Companies, Inc.

Energy
294
+ 0.45%
$56.52 - $64.01 $16.6K - $18.8K
65.7K $4.16M
SE
Sea LTD

Consumer Cyclical
150
+ 12.0%
$146.23 - $196.5 $21.9K - $29.5K
1.4K $250K
XAR
Spdr S&P Aerospace & Defense E

ETFs
5
+ 0.24%
$205.52 - $234.96 $1.03K - $1.17K
2.09K $491K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.07%
$362.31 - $405.74 $362 - $406
1.39K $557K
LMT
Lockheed Martin Corp

Industrials
7
+ 0.59%
$410.74 - $499.21 $2.88K - $3.49K
1.19K $591K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
7
+ 0.14%
$79.52 - $89.63 $557 - $627
4.99K $444K
CRWD
Crowd Strike Holdings, Inc.

Technology
119
+ 17.15%
$412.46 - $514.1 $49.1K - $61.2K
813 $398K
YMAR
First Tr Ex Tr Viii Cboe Vest
129
+ 0.25%
$25.23 - $26.26 $3.25K - $3.39K
52.7K $1.38M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
331
+ 3.41%
$47.96 - $50.54 $15.9K - $16.7K
10K $506K
MRK
Merck & Co., Inc.

Healthcare
31
+ 0.41%
$77.6 - $87.37 $2.41K - $2.71K
7.55K $633K
UBER
Uber Technologies, Inc

Technology
320
+ 20.65%
$86.91 - $99.57 $27.8K - $31.9K
1.87K $183K
ED
Consolidated Edison Inc

Utilities
361
+ 2.63%
$95.57 - $105.36 $34.5K - $38K
14.1K $1.42M
VST
Vistra Corp.

Utilities
195
+ 185.71%
$182.0 - $217.92 $35.5K - $42.5K
300 $58K
IGV
Ishares Expanded Tech Software

ETFs
151
+ 4.58%
$105.96 - $117.79 $16K - $17.8K
3.45K $396K
SCHG
Schwab Strategic Tr Us Large C

ETFs
13
+ 0.1%
$28.92 - $32.19 $376 - $418
13.3K $423K
GRMN
Garmin LTD

Technology
97
+ 36.06%
$211.13 - $246.22 $20.5K - $23.9K
366 $90K
ICF
Ishares Tr

ETFs
129
+ 0.23%
$59.57 - $62.89 $7.68K - $8.11K
55K $3.39M
WTW
Willis Towers Watson PLC

Financial Services
82
+ 8200.0%
$301.83 - $345.45 $24.8K - $28.3K
83 $28K
ITA
Ishares Tr

ETFs
28
+ 2.71%
$184.73 - $209.26 $5.17K - $5.86K
1.06K $222K
WBD
Warner Bros. Discovery, Inc.

Communication Services
222
+ 8.16%
$10.78 - $19.82 $2.39K - $4.4K
2.94K $57K
ETN
Eaton Corp PLC

Industrials
64
+ 47.06%
$342.99 - $392.76 $22K - $25.1K
200 $74K
ENB
Enbridge Inc

Energy
451
+ 146.91%
$43.79 - $50.46 $19.7K - $22.8K
758 $38K
MNST
Monster Beverage Corp

Consumer Defensive
357
+ 137.84%
$58.65 - $67.31 $20.9K - $24K
616 $41K
IYF
Ishares Tr

ETFs
12
+ 0.29%
$119.89 - $127.16 $1.44K - $1.53K
4.19K $530K
IAU
Ishares Gold Trust

ETFs
322
+ 230.0%
$61.62 - $72.77 $19.8K - $23.4K
462 $33K
SRE
Sempra Energy

Utilities
229
+ 117.44%
$74.14 - $89.98 $17K - $20.6K
424 $38K
PRF
Invesco Exchange Traded Fd Tr

ETFs
33
+ 0.44%
$42.04 - $45.23 $1.39K - $1.49K
7.6K $343K
C
Citigroup Inc

Financial Services
10
+ 0.74%
$85.57 - $103.49 $856 - $1.03K
1.36K $138K
PWR
Quanta Services, Inc.

Industrials
46
+ 65.71%
$372.29 - $421.68 $17.1K - $19.4K
116 $48K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
13
+ 0.15%
$12.7 - $15.07 $165 - $196
8.45K $127K
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.08%
$75.33 - $100.77 $75.3 - $101
1.24K $112K
BME
Black Rock Health Sciences Trust

Financial Services
469
+ 20.29%
$35.17 - $37.31 $16.5K - $17.5K
2.78K $103K
PNC
Pnc Financial Services Group, Inc.

Financial Services
69
+ 23.0%
$185.88 - $207.44 $12.8K - $14.3K
369 $74K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.22%
$393.18 - $439.39 $393 - $439
454 $197K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.04%
$49.0 - $61.97 $49 - $62
2.4K $136K
MS
Morgan Stanley

Financial Services
2
+ 0.2%
$139.09 - $161.16 $278 - $322
996 $158K
MET
Metlife Inc

Financial Services
202
+ 37.2%
$73.82 - $82.37 $14.9K - $16.6K
745 $61K
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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