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
GIS
General Mills Inc

Consumer Defensive
50
+ 32.47%
$62.78 - $74.62 $3.14K - $3.73K
204 $13K
ARCC
Ares Capital Corp

Financial Services
70
+ 5.82%
$20.74 - $22.27 $1.45K - $1.56K
1.27K $27K
NVO
Novo Nordisk A S

Healthcare
60
+ 60.0%
$85.0 - $120.04 $5.1K - $7.2K
160 $13K
KHC
Kraft Heinz CO

Consumer Defensive
96
+ 168.42%
$30.1 - $36.02 $2.89K - $3.46K
153 $4K
GLW
Corning Inc

Technology
2
+ 0.48%
$44.11 - $49.76 $88.2 - $99.5
422 $20K
SR
Spire Inc

Utilities
3
+ 1.2%
$62.24 - $73.38 $187 - $220
254 $17K
NFBK
Northfield Bancorp, Inc.

Financial Services
46
+ 1.02%
$11.03 - $14.1 $507 - $649
4.57K $53K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
34
+ 1.39%
$15.15 - $16.24 $515 - $552
2.48K $38K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
69
+ 6.04%
$49.87 - $52.46 $3.44K - $3.62K
1.21K $60K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
45
+ 3.95%
$14.65 - $15.8 $659 - $711
1.18K $17K
BP
Bp PLC

Energy
100
+ 13.07%
$28.16 - $33.14 $2.82K - $3.31K
865 $25K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.99K
+ 201.21%
$27.54 - $83.04 $110K - $331K
5.97K $165K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
25
+ 1.95%
$20.98 - $21.19 $525 - $530
1.31K $27K
NWL
Newell Brands Inc.

Consumer Defensive
1
+ 0.39%
$7.18 - $11.63 $7.18 - $11.6
255 $2K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
6
+ 2.94%
$41.88 - $50.49 $251 - $303
210 $9K
FAN
First Tr Exchange Traded Fd Ii
2
+ 0.16%
N/A
1.22K $0
MET
Metlife Inc

Financial Services
3
+ 0.56%
$78.15 - $88.25 $234 - $265
535 $43K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3
+ 1.83%
$17.14 - $18.44 $51.4 - $55.3
167 $2K
XLE
Energy Sector Spdr

ETFs
5
+ 2.67%
$83.32 - $97.27 $417 - $486
192 $16K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4
+ 0.54%
$50.53 - $55.55 $202 - $222
745 $37K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
8
+ 1.67%
$51.33 - $53.74 $411 - $430
488 $25K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
23
+ 2.56%
$11.12 - $11.98 $256 - $276
921 $10K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
10
+ 1.76%
$74.71 - $79.24 $747 - $792
578 $44K
RYH
Invesco S&P 500 Equal Weight H

ETFs
9
+ 0.2%
N/A
4.54K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
8
+ 0.28%
N/A
2.85K $0
Siriusxm Holdings Inc Common Stock
12
+ 5.69%
N/A
223 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1
+ 2.38%
$45.07 - $47.1 $45.1 - $47.1
43 $1K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
14
+ 2.12%
$17.87 - $19.48 $250 - $273
674 $12K
CC
Chemours CO

Basic Materials
1
+ 9.09%
$16.82 - $21.94 $16.8 - $21.9
12 $0
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
1
+ 0.1%
$14.13 - $16.35 $14.1 - $16.4
1K $14K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
27
+ 10.93%
$24.66 - $27.63 $666 - $746
274 $6K
Cava Group Inc Com
205
+ 56.16%
N/A
570 $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
2
+ 5.13%
$26.61 - $29.85 $53.2 - $59.7
41 $1K
SSB
South State Corp

Financial Services
1
+ 1.19%
$94.05 - $111.93 $94.1 - $112
85 $8K
ILCG
Ishares Morningstar Growth ETF
1
+ 0.04%
N/A
2.71K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF November
3.08K
+ 207.12%
N/A
4.57K $0
Vert Global Sustainable Real Estate ETF
3.39K
+ 0.96%
N/A
356K $0
NXRT
Nex Point Residential Trust, Inc.

Real Estate
1
+ 2.44%
$40.76 - $47.74 $40.8 - $47.7
42 $1K
FXP
Proshares Tr Ultrashort Ftse C

ETFs
2
+ 3.13%
$13.5 - $20.56 $27 - $41.1
66 $1K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
17
+ 2.48%
$12.32 - $13.02 $209 - $221
702 $8K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8
+ 200.0%
$25.74 - $53.78 $206 - $430
12 $0
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
3
+ 4.23%
$11.18 - $13.68 $33.5 - $41
74 $0
IGOV
Ishares 1 3 International Trea

ETFs
1
+ 20.0%
$38.42 - $41.79 $38.4 - $41.8
6 $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25
+ 1.27%
$81.68 - $82.93 $2.04K - $2.07K
1.99K $163K
INDB
Independent Bank Corp

Financial Services
1
+ 0.83%
$56.88 - $74.97 $56.9 - $75
121 $7K
TAP
Molson Coors Beverage CO

Consumer Defensive
1
+ 1.41%
$53.97 - $63.88 $54 - $63.9
72 $4K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3
+ 0.57%
$76.21 - $82.24 $229 - $247
526 $40K
BKU
Bank United, Inc.

Financial Services
1
+ 0.89%
$34.61 - $43.2 $34.6 - $43.2
113 $4K
SCHA
Schwab Strategic Tr Us Small C

ETFs
320
+ 100.0%
$25.33 - $51.16 $8.11K - $16.4K
640 $16K
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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