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
BDX
Becton Dickinson & CO

Healthcare
95
+ 256.76%
$172.41 - $199.66 $16.4K - $19K
132 $24K
DTE
Dte Energy CO

Utilities
53
+ 5.44%
$130.26 - $141.49 $6.9K - $7.5K
1.03K $145K
FAST
Fastenal CO

Industrials
255
+ 71.63%
$42.47 - $50.39 $10.8K - $12.8K
611 $29K
MAIN
Main Street Capital Corp

Financial Services
33
+ 1.19%
$59.28 - $67.54 $1.96K - $2.23K
2.81K $178K
TXN
Texas Instruments Inc

Technology
80
+ 2.99%
N/A
2.76K $536K
RTX
Raytheon Technologies Corp

Industrials
70
+ 57.38%
$144.19 - $167.33 $10.1K - $11.7K
192 $32K
WPC
W. P. Carey Inc.

Real Estate
14
+ 0.58%
$61.29 - $68.7 $858 - $962
2.43K $164K
TMUS
T Mobile Us, Inc.

Communication Services
59
+ 280.95%
$226.02 - $259.01 $13.3K - $15.3K
80 $19K
GNTX
Gentex Corp

Consumer Cyclical
3
+ 0.13%
$22.66 - $29.06 $68 - $87.2
2.25K $63K
TRV
Travelers Companies, Inc.

Financial Services
47
+ 65.28%
$250.62 - $279.43 $11.8K - $13.1K
119 $33K
BA
Boeing CO

Industrials
23
+ 1.67%
$209.79 - $237.38 $4.83K - $5.46K
1.4K $301K
GLW
Corning Inc

Technology
7
+ 1.64%
$51.6 - $82.03 $361 - $574
433 $35K
IRBO
Ishares Robotics & Artificial

ETFs
396
+ 269.39%
N/A
543 $17K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5
+ 0.23%
$87.69 - $96.0 $438 - $480
2.17K $205K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.26K
+ 31.68%
$8.55 - $9.1 $10.8K - $11.5K
5.25K $47K
VMC
Vulcan Materials CO

Basic Materials
38
+ 152.0%
$260.62 - $307.62 $9.9K - $11.7K
63 $19K
CVS
Cvs Health Corp

Healthcare
131
+ 36.9%
$58.75 - $76.5 $7.7K - $10K
486 $36K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
78
+ 2.29%
$97.75 - $100.75 $7.62K - $7.86K
3.48K $348K
IFRA
Ishares Tr

ETFs
11
+ 0.4%
$49.77 - $52.82 $547 - $581
2.76K $145K
AZN
Astrazeneca PLC

Healthcare
120
+ 52.17%
$68.72 - $82.11 $8.25K - $9.85K
350 $26K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
26
+ 0.43%
$28.15 - $30.13 $732 - $783
6.04K $178K
COF
Capital One Financial Corp

Financial Services
44
+ 14.86%
$207.29 - $229.74 $9.12K - $10.1K
340 $72K
IWS
Ishares Russell Midcap Value E

ETFs
5
+ 0.42%
$132.83 - $140.61 $664 - $703
1.19K $166K
WM
Waste Management Inc

Industrials
44
+ 191.3%
$213.88 - $237.1 $9.41K - $10.4K
67 $14K
PSA
Public Storage

Real Estate
32
+ 145.45%
$271.94 - $298.09 $8.7K - $9.54K
54 $15K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
58
+ 1.73%
$71.6 - $76.11 $4.15K - $4.41K
3.42K $258K
MO
Altria Group, Inc.

Consumer Defensive
11
+ 1.12%
$57.75 - $67.68 $635 - $744
996 $65K
OPEN
Opendoor Technologies Inc.

Real Estate
1K
+ 4761.9%
$0.56 - $10.52 $560 - $10.5K
1.02K $8K
ADI
Analog Devices Inc

Technology
3
+ 0.32%
$220.68 - $255.63 $662 - $767
938 $230K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.18%
$87.07 - $93.06 $261 - $279
1.7K $155K
HLN
Haleon PLC

Healthcare
1.17K
+ 60.47%
$8.72 - $10.35 $10.2K - $12.1K
3.11K $27K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
56
+ 1.07%
$78.96 - $80.04 $4.42K - $4.48K
5.27K $421K
LQD
Ishares Iboxx $ Investment Gra

ETFs
21
+ 1.03%
$107.66 - $112.36 $2.26K - $2.36K
2.06K $229K
BND
Vanguard Bd Index Fd Inc Total

ETFs
35
+ 0.75%
$72.57 - $74.72 $2.54K - $2.62K
4.7K $349K
AMT
American Tower Corp

Real Estate
55
+ 36.67%
$192.32 - $232.35 $10.6K - $12.8K
205 $39K
DOW
Dow Inc.

Basic Materials
300
+ 638.3%
$20.87 - $30.37 $6.26K - $9.11K
347 $7K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.07%
$68.24 - $73.73 $68.2 - $73.7
1.38K $101K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.16%
$103.26 - $115.0 $103 - $115
630 $70K
VRT
Vertiv Holdings CO

Industrials
50
+ 11.11%
N/A
500 $43K
EIX
Edison International

Utilities
67
+ 29.52%
$50.42 - $56.35 $3.38K - $3.78K
294 $16K
AOM
Ishares Tr Core Moderate Alloc

ETFs
19
+ 0.71%
$45.4 - $47.61 $863 - $905
2.68K $127K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2
+ 0.38%
$82.29 - $90.77 $165 - $182
533 $48K
MSTR
Microstrategy Inc

Technology
36
+ 44.44%
$300.7 - $455.9 $10.8K - $16.4K
117 $37K
D
Dominion Energy, Inc

Utilities
9
+ 0.8%
$56.32 - $62.1 $507 - $559
1.13K $68K
VOD
Vodafone Group Public LTD CO

Communication Services
148
+ 6.68%
$10.67 - $12.06 $1.58K - $1.78K
2.36K $27K
IYE
Ishares Tr

ETFs
12
+ 0.81%
$44.83 - $48.91 $538 - $587
1.49K $70K
TIP
Ishares Tr Tips Bd ETF

ETFs
15
+ 0.83%
$109.11 - $111.88 $1.64K - $1.68K
1.83K $203K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
4
+ 0.6%
$121.99 - $134.19 $488 - $537
672 $87K
O
Realty Income Corp

Real Estate
47
+ 17.15%
$56.13 - $60.79 $2.64K - $2.86K
321 $19K
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
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