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
KXI
Ishares Tr Global Consumer Sta

ETFs
78
+ 1.07%
$60.73 - $67.45 $4.74K - $5.26K
7.38K $482K
MO
Altria Group, Inc.

Consumer Defensive
303
+ 44.43%
$55.56 - $60.91 $16.8K - $18.5K
985 $57K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
207
+ 5.52%
$36.05 - $40.34 $7.46K - $8.35K
3.96K $159K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.24%
$290.42 - $364.35 $290 - $364
426 $154K
MNST
Monster Beverage Corp

Consumer Defensive
257
+ 12850.0%
$55.01 - $64.24 $14.1K - $16.5K
259 $16K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
18
+ 0.21%
$9.21 - $12.6 $166 - $227
8.44K $106K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6
+ 0.28%
$72.61 - $88.75 $436 - $533
2.17K $192K
T
At&T Inc.

Communication Services
81
+ 0.41%
$26.33 - $28.94 $2.13K - $2.34K
19.7K $568K
MU
Micron Technology Inc

Technology
15
+ 4.79%
$64.72 - $127.91 $971 - $1.92K
328 $40K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3
+ 0.18%
$70.44 - $86.87 $211 - $261
1.7K $147K
ITW
Illinois Tool Works Inc

Industrials
50
+ 90.91%
$218.41 - $252.43 $10.9K - $12.6K
105 $25K
SNOW
Snowflake Inc.

Technology
37
+ 77.08%
$130.53 - $223.77 $4.83K - $8.28K
85 $19K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
22
+ 0.37%
$22.92 - $28.05 $504 - $617
6.01K $168K
GRMN
Garmin LTD

Technology
58
+ 27.49%
$173.63 - $218.07 $10.1K - $12.6K
269 $56K
IFRA
Ishares Tr

ETFs
10
+ 0.37%
$40.97 - $49.19 $410 - $492
2.74K $134K
DELL
Dell Technologies Inc.

Technology
15
+ 5.19%
$71.63 - $125.98 $1.07K - $1.89K
304 $37K
DLR
Digital Realty Trust, Inc.

Real Estate
2
+ 0.59%
$136.11 - $177.69 $272 - $355
341 $59K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.28%
$125.0 - $168.0 $125 - $168
359 $60K
GIS
General Mills Inc

Consumer Defensive
236
+ 153.25%
$50.37 - $60.97 $11.9K - $14.4K
390 $20K
AOS
Smith A O Corp

Industrials
154
+ 111.59%
$59.63 - $70.52 $9.18K - $10.9K
292 $19K
SWKS
Skyworks Solutions, Inc.

Technology
5
+ 0.51%
$49.2 - $74.95 $246 - $375
992 $73K
VRSN
Verisign Inc

Technology
1
+ 0.4%
$234.49 - $288.8 $234 - $289
252 $72K
KD
Kyndryl Holdings, Inc.

Technology
150
+ 68.18%
$27.77 - $41.96 $4.17K - $6.29K
370 $15K
IWS
Ishares Russell Midcap Value E

ETFs
4
+ 0.34%
$110.58 - $132.14 $442 - $529
1.19K $156K
MAIN
Main Street Capital Corp

Financial Services
31
+ 1.13%
$49.15 - $59.32 $1.52K - $1.84K
2.77K $163K
ISRG
Intuitive Surgical Inc

Healthcare
9
+ 32.14%
$451.58 - $565.94 $4.06K - $5.09K
37 $20K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
55
+ 1.07%
$77.94 - $79.5 $4.29K - $4.37K
5.22K $414K
PRU
Prudential Financial Inc

Financial Services
85
+ 18.85%
$95.12 - $112.71 $8.09K - $9.58K
536 $57K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
58
+ 1.73%
$96.84 - $99.46 $5.62K - $5.77K
3.4K $337K
TJX
Tjx Companies Inc

Consumer Cyclical
50
+ 20.0%
$119.13 - $135.03 $5.96K - $6.75K
300 $37K
MTB
M&T Bank Corp

Financial Services
2
+ 0.59%
$156.58 - $193.99 $313 - $388
342 $66K
IYC
Ishares U.S. Consumer Discreti

ETFs
1
+ 0.2%
$79.19 - $99.64 $79.2 - $99.6
497 $49K
VNQ
Vanguard Specialized Funds Van

ETFs
54
+ 23.79%
$79.79 - $91.42 $4.31K - $4.94K
281 $25K
IDV
Ishares Tr

ETFs
23
+ 2.34%
$27.79 - $34.84 $639 - $801
1.01K $34K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 1.01%
$211.12 - $274.14 $211 - $274
100 $27K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
51
+ 4.17%
$50.09 - $51.09 $2.55K - $2.61K
1.28K $65K
NEE
Nextera Energy Inc

Utilities
519
+ 2.38%
$64.11 - $75.0 $33.3K - $38.9K
22.3K $1.55M
LQD
Ishares Iboxx $ Investment Gra

ETFs
21
+ 1.04%
$105.23 - $109.61 $2.21K - $2.3K
2.03K $222K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
6
+ 1.04%
$81.84 - $93.53 $491 - $561
584 $54K
DTM
Dt Midstream, Inc.

Energy
2
+ 0.75%
$87.23 - $109.91 $174 - $220
270 $29K
IONQ
Ion Q, Inc.

Technology
110
+ 2750.0%
$20.68 - $48.04 $2.27K - $5.28K
114 $4K
IYG
Ishares Tr

ETFs
1
+ 0.29%
$68.9 - $85.6 $68.9 - $85.6
340 $29K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5
+ 1.43%
$62.73 - $78.42 $314 - $392
355 $27K
EPP
Ishares Inc

ETFs
9
+ 1.86%
$38.85 - $49.83 $350 - $448
493 $24K
IEV
Ishares Tr Europe ETF

ETFs
11
+ 1.85%
$51.8 - $64.59 $570 - $710
606 $38K
FEP
First Trust Europe Alphadex Fu

ETFs
7
+ 2.01%
$36.11 - $47.8 $253 - $335
356 $17K
EWJ
Ishares Msci Japan ETF

ETFs
1
+ 0.24%
$61.32 - $75.28 $61.3 - $75.3
419 $31K
KRG
Kite Realty Group Trust

Real Estate
56
+ 1.16%
$19.53 - $23.3 $1.09K - $1.3K
4.87K $110K
MDLZ
Mondelez International, Inc.

Consumer Defensive
58
+ 14.46%
$63.54 - $68.5 $3.69K - $3.97K
459 $30K
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
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