Soa Wealth Advisors, Llc. Incresed Positions in Q3 2024

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PRU
Prudential Financial Inc

Financial Services
2
+ 0.41%
$105.53 - $127.32 $211 - $255
487 $58K
IGR
Cbre Global Real Estate Income Fund

Financial Services
4
+ 2.61%
$5.02 - $6.62 $20.1 - $26.5
157 $1K
TAP
Molson Coors Beverage CO

Consumer Defensive
1
+ 1.43%
$49.94 - $57.52 $49.9 - $57.5
71 $4K
BOTZ
Global X Fds

ETFs
1
+ 0.16%
$27.68 - $32.27 $27.7 - $32.3
632 $20K
RFV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 3.03%
$108.97 - $119.83 $109 - $120
34 $4K
DSL
Double Line Income Solutions Fund

Financial Services
50
+ 2.57%
$12.42 - $13.06 $621 - $653
2K $25K
WTRG
Essential Utilities, Inc.

Utilities
2
+ 0.28%
$36.74 - $41.49 $73.5 - $83
712 $27K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
22
+ 1.97%
$13.63 - $14.85 $300 - $327
1.14K $16K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5
+ 1.05%
$50.85 - $53.88 $254 - $269
480 $25K
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
1
+ 1.59%
$27.67 - $33.43 $27.7 - $33.4
64 $2K
OHI
Omega Healthcare Investors Inc

Real Estate
1
+ 1.23%
$33.55 - $41.29 $33.6 - $41.3
82 $3K
MAIN
Main Street Capital Corp

Financial Services
39
+ 1.49%
$47.05 - $52.25 $1.83K - $2.04K
2.67K $133K
INDB
Independent Bank Corp

Financial Services
1
+ 0.84%
$47.89 - $64.34 $47.9 - $64.3
120 $7K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
14
+ 2.29%
$12.0 - $13.08 $168 - $183
625 $8K
ARCC
Ares Capital Corp

Financial Services
27
+ 2.3%
$19.8 - $21.28 $535 - $575
1.2K $25K
SJNK
Spdr Bloomberg Short Term High

ETFs
12
+ 1.88%
$24.8 - $25.75 $298 - $309
651 $16K
SR
Spire Inc

Utilities
3
+ 1.21%
$59.15 - $67.77 $177 - $203
251 $16K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
17
+ 2.54%
$11.93 - $12.78 $203 - $217
685 $8K
NGG
National Grid PLC

Utilities
1
+ 2.86%
$57.14 - $70.48 $57.1 - $70.5
36 $2K
SHV
Ishares Tr

ETFs
9
+ 3.91%
$110.05 - $110.63 $990 - $996
239 $26K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5
+ 4.9%
$178.94 - $207.0 $895 - $1.04K
107 $21K
FEP
First Trust Europe Alphadex Fu

ETFs
3
+ 0.87%
$35.46 - $39.44 $106 - $118
346 $13K
LLY
Eli Lilly & CO

Healthcare
20
+ 2.37%
$772.14 - $960.02 $15.4K - $19.2K
864 $765K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
14
+ 2.42%
$7.74 - $8.68 $108 - $122
593 $5K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
15
+ 2.33%
$17.34 - $19.53 $260 - $293
660 $12K
DOW
Dow Inc.

Basic Materials
1
+ 0.32%
$50.15 - $55.41 $50.2 - $55.4
314 $17K
TPR
Tapestry, Inc.

Consumer Cyclical
2
+ 0.95%
$36.29 - $47.94 $72.6 - $95.9
212 $9K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 1.64%
$201.77 - $221.32 $202 - $221
62 $13K
VTRS
Viatris Inc

Healthcare
6
+ 0.77%
$10.32 - $12.13 $61.9 - $72.8
789 $9K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
12
+ 3.23%
$17.09 - $20.23 $205 - $243
384 $7K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
29
+ 1.67%
$8.72 - $9.6 $253 - $278
1.77K $16K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
17
+ 1.93%
$11.4 - $11.99 $194 - $204
898 $10K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
2
+ 0.2%
$12.57 - $15.26 $25.1 - $30.5
1K $14K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
14
+ 6.01%
$24.59 - $27.83 $344 - $390
247 $6K
IGE
Ishares Tr North Amern Nat Res

ETFs
1
+ 1.59%
$42.07 - $45.59 $42.1 - $45.6
64 $2K
DRIV
Global X Fds Global X Autonomo

ETFs
9
+ 0.41%
$20.59 - $25.46 $185 - $229
2.19K $51K
AZN
Astrazeneca PLC

Healthcare
1
+ 0.44%
$76.67 - $87.62 $76.7 - $87.6
227 $17K
VAW
Vanguard Materials ETF

ETFs
1
+ 3.7%
$189.89 - $213.71 $190 - $214
28 $5K
CODI
Compass Diversified Holdings

Industrials
5
+ 0.89%
$20.23 - $24.06 $101 - $120
566 $12K
ILCG
Ishares Morningstar Growth ETF
1
+ 0.04%
N/A
2.71K $0
CSQ
Calamos Strategic Total Return Fund

Financial Services
3
+ 1.86%
$15.71 - $17.51 $47.1 - $52.5
164 $2K
Ft Vest U.S. Small Cap Moderate Buffer ETF August
703
+ 68.39%
N/A
1.73K $0
NWL
Newell Brands Inc.

Consumer Defensive
2
+ 0.79%
$5.73 - $8.91 $11.5 - $17.8
254 $1K
Ft Vest U.S. Small Cap Moderate Buffer ETF May
4.88K
+ 101.69%
N/A
9.68K $0
Vert Global Sustainable Real Estate ETF
6.12K
+ 1.77%
N/A
353K $0
Ishares Bitcoin Trust ETF
450
+ 38.49%
N/A
1.62K $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
30
+ 2.39%
$20.69 - $21.17 $621 - $635
1.28K $26K
Reddit Inc Cl A
691
+ 56.27%
N/A
1.92K $0
XLE
Energy Sector Spdr

ETFs
2
+ 1.08%
$84.35 - $93.39 $169 - $187
187 $16K
Activity Summary
Buys All Purchases 251 New Holdings 22 Increased Positions 229 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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