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
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
9
+ 0.56%
$16.64 - $19.62 $150 - $177
1.63K $31K
GLW
Corning Inc

Technology
2
+ 0.47%
$39.07 - $52.59 $78.1 - $105
426 $22K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
92
+ 2.36%
$7.19 - $8.75 $661 - $805
3.99K $34K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3
+ 0.57%
$71.86 - $82.66 $216 - $248
531 $43K
LCID
Lucid Group, Inc.

Consumer Cyclical
1K
+ 476.19%
$2.1 - $2.96 $2.1K - $2.96K
1.21K $2K
UL
Unilever PLC

Consumer Defensive
6
+ 0.63%
$57.9 - $65.43 $347 - $393
956 $58K
XLP
Consumer Staples Sector Spdr

ETFs
29
+ 0.64%
N/A
4.56K $346K
HYG
Ishares Tr

ETFs
18
+ 3.38%
$75.75 - $80.65 $1.36K - $1.45K
551 $44K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
4
+ 0.6%
$110.2 - $126.21 $441 - $505
668 $83K
NFBK
Northfield Bancorp, Inc.

Financial Services
51
+ 1.1%
$9.54 - $12.21 $487 - $623
4.67K $53K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
26
+ 0.72%
$17.5 - $18.46 $455 - $480
3.63K $66K
DD
Du Pont De Nemours, Inc.

Basic Materials
26
+ 49.06%
$55.13 - $75.25 $1.43K - $1.96K
79 $5K
BNDX
Vanguard Total International B

ETFs
20
+ 1.36%
$48.77 - $49.55 $975 - $991
1.5K $74K
BDX
Becton Dickinson & CO

Healthcare
16
+ 76.19%
$165.15 - $226.42 $2.64K - $3.62K
37 $6K
PBW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.27%
$13.42 - $20.22 $13.4 - $20.2
368 $7K
SHV
Ishares Tr

ETFs
12
+ 4.44%
$110.06 - $110.46 $1.32K - $1.33K
282 $31K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1
+ 2.33%
$45.12 - $46.23 $45.1 - $46.2
44 $2K
TIP
Ishares Tr Tips Bd ETF

ETFs
24
+ 1.34%
$107.93 - $110.97 $2.59K - $2.66K
1.82K $199K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
16
+ 1.74%
$14.37 - $16.29 $230 - $261
934 $15K
QUBT
Quantum Computing Inc.

Technology
50
+ 106.38%
$5.87 - $21.22 $294 - $1.06K
97 $1K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5
+ 0.25%
$50.36 - $50.68 $252 - $253
2.01K $102K
BKU
Bank United, Inc.

Financial Services
1
+ 0.88%
$29.48 - $36.33 $29.5 - $36.3
115 $4K
SJNK
Spdr Bloomberg Short Term High

ETFs
13
+ 1.93%
$24.12 - $25.48 $314 - $331
688 $17K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
26
+ 1.95%
$20.12 - $21.0 $523 - $546
1.36K $28K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
20
+ 1.68%
$18.96 - $20.43 $379 - $409
1.21K $24K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
25
+ 2.11%
$12.76 - $14.51 $319 - $363
1.21K $17K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
16
+ 2.32%
$16.43 - $18.82 $263 - $301
706 $13K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3
+ 1.76%
$13.86 - $18.24 $41.6 - $54.7
173 $3K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
314
+ 200.0%
$37.36 - $43.85 $11.7K - $13.8K
471 $20K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 10.0%
$150.43 - $192.71 $150 - $193
11 $2K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
2
+ 0.54%
$34.29 - $43.33 $68.6 - $86.7
373 $15K
KFY
Korn Ferry

Industrials
2
+ 0.62%
$59.48 - $74.54 $119 - $149
326 $23K
KHC
Kraft Heinz CO

Consumer Defensive
40
+ 75.47%
$25.61 - $30.81 $1.02K - $1.23K
93 $2K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
16
+ 2.44%
$10.6 - $12.44 $170 - $199
672 $8K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.81%
$73.09 - $82.77 $73.1 - $82.8
124 $10K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5
+ 0.67%
$43.28 - $50.37 $216 - $252
754 $37K
FAST
Fastenal CO

Industrials
178
+ 100.0%
$40.65 - $83.16 $7.24K - $14.8K
356 $14K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
11
+ 1.26%
$9.22 - $12.79 $101 - $141
884 $11K
D
Dominion Energy, Inc

Utilities
10
+ 0.9%
$49.66 - $58.0 $497 - $580
1.12K $63K
NWL
Newell Brands Inc.

Consumer Defensive
4
+ 1.55%
$4.48 - $6.27 $17.9 - $25.1
262 $1K
Brookfield Renewable Corp Cl A Ex Sub Vtg
701
+ 8.75%
N/A
8.71K $0
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1
+ 1.33%
$10.49 - $12.99 $10.5 - $13
76 $0
Coreweave Inc Com Cl A
275
+ 275.0%
N/A
375 $0
Solventum Corp Com Shs
517
+ 1397.3%
N/A
554 $0
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
5
+ 1.81%
$23.54 - $27.53 $118 - $138
282 $7K
INDB
Independent Bank Corp

Financial Services
2
+ 1.64%
$53.62 - $65.63 $107 - $131
124 $7K
Gsk PLC Sponsored Adr
605
+ 252.08%
N/A
845 $0
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
1
+ 1.54%
$24.6 - $29.86 $24.6 - $29.9
66 $1K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
14
+ 0.79%
$8.0 - $9.55 $112 - $134
1.79K $16K
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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