Soa Wealth Advisors, Llc. Incresed Positions in Q1 2025

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
3.04K
+ 1346.46%
$41.74 - $43.57 $127K - $133K
3.27K $137K
SLB
Schlumberger Limited

Energy
2.93K
+ 19553.33%
$38.4 - $43.74 $113K - $128K
2.95K $123K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.54K
+ 23.57%
$38.92 - $41.1 $138K - $145K
18.6K $725K
CHKP
Check Point Software Technologies LTD

Technology
420
+ 392.52%
$179.88 - $231.31 $75.5K - $97.2K
527 $120K
IBM
International Business Machines Corp

Technology
60
+ 2.04%
$217.4 - $264.74 $13K - $15.9K
3K $745K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.05K
+ 33.98%
$42.86 - $45.92 $87.7K - $94K
8.07K $348K
PLTR
Palantir Technologies Inc.

Technology
796
+ 113.71%
$64.98 - $124.62 $51.7K - $99.2K
1.5K $126K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
774
+ 2.14%
$37.07 - $40.63 $28.7K - $31.4K
36.9K $1.46M
ACN
Accenture PLC

Technology
218
+ 231.91%
$300.91 - $398.25 $65.6K - $86.8K
312 $97K
YJUN
First Tr Exchange Traded Fd Vi
1.56K
+ 9.47%
$21.51 - $23.37 $33.5K - $36.4K
18K $411K
GILD
Gilead Sciences, Inc.

Healthcare
307
+ 32.28%
$89.14 - $117.41 $27.4K - $36K
1.26K $140K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
368
+ 4.7%
$123.11 - $130.57 $45.3K - $48K
8.2K $1.03M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
1.15K
+ 25.98%
$40.29 - $42.24 $46.4K - $48.6K
5.58K $227K
BMY
Bristol Myers Squibb CO

Healthcare
353
+ 7.54%
$53.9 - $63.11 $19K - $22.3K
5.04K $307K
SE
Sea LTD

Consumer Cyclical
100
+ 13.33%
$104.87 - $146.31 $10.5K - $14.6K
850 $110K
CRWD
Crowd Strike Holdings, Inc.

Technology
76
+ 16.52%
$308.86 - $455.36 $23.5K - $34.6K
536 $188K
YMAR
First Tr Ex Tr Viii Cboe Vest
482
+ 3.6%
$22.77 - $24.61 $11K - $11.9K
13.9K $333K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
587
+ 1.64%
$27.01 - $28.54 $15.9K - $16.8K
36.4K $1.01M
AAPL
Apple Inc.

Technology
30.6K
+ 12.79%
$209.68 - $247.1 $6.41M - $7.55M
270K $59.9M
PPA
Invesco Exchange Traded Fd Tr

ETFs
62
+ 0.74%
$113.59 - $123.29 $7.04K - $7.64K
8.45K $985K
META
Meta Platforms, Inc.

Communication Services
117
+ 3.44%
$576.36 - $736.67 $67.4K - $86.2K
3.51K $2.03M
WPC
W. P. Carey Inc.

Real Estate
15
+ 0.63%
$53.5 - $65.05 $803 - $976
2.38K $150K
OFS
Ofs Capital Corp

Financial Services
597
+ 3.71%
$7.96 - $9.63 $4.75K - $5.75K
16.7K $149K
CAT
Caterpillar Inc

Industrials
82
+ 35.19%
$326.75 - $407.63 $26.8K - $33.4K
315 $103K
XLF
Financial Sector Spdr

ETFs
34
+ 0.18%
$47.32 - $52.19 $1.61K - $1.77K
19.1K $939K
MMM
3 M CO

Industrials
42
+ 6.97%
$129.7 - $155.12 $5.45K - $6.52K
645 $94K
ADSK
Autodesk, Inc.

Technology
69
+ 30.4%
N/A
296 $72K
FDX
Fedex Corp

Industrials
94
+ 60.65%
$230.33 - $281.53 $21.7K - $26.5K
249 $60K
AEP
American Electric Power CO Inc

Utilities
2
+ 0.25%
$90.32 - $109.27 $181 - $219
815 $89K
MPC
Marathon Petroleum Corp

Energy
13
+ 0.65%
$134.72 - $159.03 $1.75K - $2.07K
2.02K $294K
ABT
Abbott Laboratories

Healthcare
57
+ 14.18%
$111.1 - $140.22 $6.33K - $7.99K
459 $60K
NEM
Newmont Corp

Basic Materials
201
+ 64.01%
$37.79 - $48.39 $7.6K - $9.73K
515 $24K
PAYX
Paychex Inc

Industrials
5
+ 0.59%
$136.06 - $154.52 $680 - $773
855 $131K
BK
Bank Of New York Mellon Corp

Financial Services
88
+ 19.47%
$75.42 - $88.95 $6.64K - $7.83K
540 $45K
WFC
Wells Fargo & Company

Financial Services
100
+ 3.36%
$66.78 - $81.42 $6.68K - $8.14K
3.08K $220K
DTE
Dte Energy CO

Utilities
5
+ 0.96%
$117.6 - $138.27 $588 - $691
525 $72K
GRMN
Garmin LTD

Technology
32
+ 17.88%
$204.55 - $241.93 $6.55K - $7.74K
211 $45K
BND
Vanguard Bd Index Fd Inc Total

ETFs
19
+ 0.36%
$71.17 - $73.66 $1.35K - $1.4K
5.33K $391K
QCOM
Qualcomm Inc

Technology
47
+ 2.95%
$151.94 - $175.86 $7.14K - $8.27K
1.64K $252K
EBAY
Ebay Inc

Consumer Cyclical
2
+ 0.14%
$61.61 - $70.93 $123 - $142
1.39K $94K
TIP
Ishares Tr Tips Bd ETF

ETFs
3
+ 0.17%
$106.22 - $111.09 $319 - $333
1.79K $198K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
36
+ 0.7%
$77.7 - $78.94 $2.8K - $2.84K
5.16K $407K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 0.06%
$95.85 - $99.25 $192 - $199
3.34K $330K
CL
Colgate Palmolive CO

Consumer Defensive
11
+ 0.5%
$85.68 - $97.5 $942 - $1.07K
2.21K $206K
CDNS
Cadence Design Systems Inc

Technology
28
+ 560.0%
$233.96 - $324.52 $6.55K - $9.09K
33 $8K
CAH
Cardinal Health Inc

Healthcare
2
+ 0.56%
$118.02 - $137.77 $236 - $276
358 $49K
AXON
Axon Enterprise, Inc.

Industrials
14
+ 93.33%
$496.65 - $710.01 $6.95K - $9.94K
29 $15K
ZM
Zoom Video Communications, Inc.

Technology
100
+ 714.29%
$72.23 - $88.64 $7.22K - $8.86K
114 $8K
PWR
Quanta Services, Inc.

Industrials
26
+ 2600.0%
$236.71 - $358.03 $6.15K - $9.31K
27 $6K
Activity Summary
Buys All Purchases 307 New Holdings 46 Increased Positions 261 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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