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
BEP
Brookfield Renewable Partners L.P.

Utilities
1.95K
+ 7.39%
$20.16 - $26.41 $39.2K - $51.4K
28.3K $721K
GOOG
Alphabet Inc.

Communication Services
287
+ 7.2%
$146.58 - $180.01 $42.1K - $51.7K
4.27K $757K
IEFA
Ishares Tr

ETFs
916
+ 11.95%
$67.83 - $84.09 $62.1K - $77K
8.58K $716K
NXPI
Nxp Semiconductors N.V.

Technology
441
+ 114.25%
$153.5 - $218.72 $67.7K - $96.5K
827 $180K
MA
Mastercard Inc

Financial Services
185
+ 158.12%
$479.92 - $590.74 $88.8K - $109K
302 $169K
XAR
Spdr S&P Aerospace & Defense E

ETFs
2
+ 0.1%
$144.94 - $210.94 $290 - $422
2.09K $440K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
2
+ 0.11%
$160.63 - $257.78 $321 - $516
1.77K $453K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
196
+ 76.26%
$299.15 - $396.54 $58.6K - $77.7K
453 $179K
ABT
Abbott Laboratories

Healthcare
654
+ 142.48%
$123.95 - $138.08 $81.1K - $90.3K
1.11K $151K
SE
Sea LTD

Consumer Cyclical
400
+ 47.06%
$105.57 - $170.4 $42.2K - $68.2K
1.25K $199K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.09%
$272.36 - $339.57 $545 - $679
2.12K $720K
VTI
Vanguard Total Stock Market Et

ETFs
39
+ 1.96%
$243.75 - $303.93 $9.51K - $11.9K
2.03K $616K
CDNS
Cadence Design Systems Inc

Technology
229
+ 693.94%
$231.64 - $323.08 $53K - $74K
262 $80K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
104
+ 31.9%
$177.93 - $313.14 $18.5K - $32.6K
430 $134K
ACN
Accenture PLC

Technology
236
+ 75.64%
$279.23 - $323.21 $65.9K - $76.3K
548 $163K
PKB
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.08%
$62.05 - $80.65 $248 - $323
4.78K $385K
KLAC
Kla Corp

Technology
71
+ 7100.0%
$576.53 - $902.94 $40.9K - $64.1K
72 $64K
QCOM
Qualcomm Inc

Technology
338
+ 20.6%
$124.66 - $159.48 $42.1K - $53.9K
1.98K $315K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.05%
$122.57 - $173.27 $123 - $173
1.87K $324K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
8
+ 0.16%
$60.22 - $80.1 $482 - $641
4.98K $399K
DTE
Dte Energy CO

Utilities
449
+ 85.52%
$127.39 - $139.49 $57.2K - $62.6K
974 $129K
GE
General Electric CO

Industrials
36
+ 4.63%
$166.81 - $257.39 $6.01K - $9.27K
814 $209K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
23
+ 0.85%
$60.61 - $87.72 $1.39K - $2.02K
2.74K $232K
AXON
Axon Enterprise, Inc.

Industrials
50
+ 172.41%
$497.13 - $827.94 $24.9K - $41.4K
79 $65K
MDT
Medtronic PLC

Healthcare
574
+ 282.76%
$80.68 - $88.86 $46.3K - $51K
777 $67K
CTVA
Corteva, Inc.

Basic Materials
635
+ 622.55%
$55.52 - $74.53 $35.3K - $47.3K
737 $54K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
616
+ 80.95%
$55.54 - $69.09 $34.2K - $42.6K
1.38K $95K
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.19%
$168.34 - $195.42 $2.19K - $2.54K
6.89K $1.35M
COF
Capital One Financial Corp

Financial Services
206
+ 228.89%
$150.57 - $212.76 $31K - $43.8K
296 $62K
EMR
Emerson Electric CO

Industrials
309
+ 249.19%
$94.15 - $133.33 $29.1K - $41.2K
433 $57K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
611
+ 45.26%
$45.98 - $56.15 $28.1K - $34.3K
1.96K $110K
MPC
Marathon Petroleum Corp

Energy
11
+ 0.54%
$118.55 - $170.08 $1.3K - $1.87K
2.03K $337K
IYF
Ishares Tr

ETFs
14
+ 0.34%
$99.23 - $120.99 $1.39K - $1.69K
4.18K $505K
PYPL
Pay Pal Holdings, Inc.

Financial Services
394
+ 41.3%
$57.41 - $74.81 $22.6K - $29.5K
1.35K $100K
CEG
Constellation Energy Corp

Utilities
1
+ 0.32%
$170.96 - $322.76 $171 - $323
316 $101K
EW
Edwards Lifesciences Corp

Healthcare
407
+ 85.15%
$67.07 - $78.22 $27.3K - $31.8K
885 $69K
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.12%
$69.06 - $91.24 $207 - $274
2.49K $227K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.36K
+ 424.69%
$22.54 - $23.17 $30.6K - $31.5K
1.68K $38K
BX
Blackstone Inc.

Financial Services
3
+ 0.11%
$120.07 - $151.11 $360 - $453
2.66K $397K
KR
Kroger CO

Consumer Defensive
342
+ 6840.0%
$64.62 - $74.0 $22.1K - $25.3K
347 $24K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3
+ 0.09%
$59.98 - $74.92 $180 - $225
3.36K $249K
C
Citigroup Inc

Financial Services
24
+ 1.81%
$58.13 - $85.12 $1.4K - $2.04K
1.35K $115K
ETN
Eaton Corp PLC

Industrials
36
+ 36.0%
$246.52 - $356.99 $8.87K - $12.9K
136 $48K
PWR
Quanta Services, Inc.

Industrials
43
+ 159.26%
$239.47 - $381.26 $10.3K - $16.4K
70 $26K
IWN
Ishares Russell2000 Val ETF

ETFs
111
+ 28.1%
$131.84 - $157.76 $14.6K - $17.5K
506 $79K
PRF
Invesco Exchange Traded Fd Tr

ETFs
31
+ 0.41%
$35.77 - $42.27 $1.11K - $1.31K
7.57K $320K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
922
+ 3.02%
$4.43 - $5.39 $4.08K - $4.97K
31.5K $169K
CHKP
Check Point Software Technologies LTD

Technology
105
+ 19.92%
$204.26 - $233.47 $21.4K - $24.5K
632 $139K
PIO
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.17%
$35.79 - $44.67 $251 - $313
4.01K $179K
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
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email