Soa Wealth Advisors, Llc. Incresed Positions in Q1 2025

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Lineage Inc Com
1
+ 1.0%
N/A
101 $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 2.44%
$25.98 - $28.59 $26 - $28.6
42 $1K
Arista Networks Inc Com Shs
73
+ 228.13%
N/A
105 $0
Fundstrat Granny Shots Us Large Cap ETF
7.49K
+ 15.84%
N/A
54.8K $0
FAN
First Tr Exchange Traded Fd Ii
2
+ 0.16%
N/A
1.22K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
5
+ 0.18%
N/A
2.86K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF February
2.28K
+ 21.08%
N/A
13.1K $0
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
12
+ 1.3%
$11.17 - $11.61 $134 - $139
933 $10K
Blackrock Inc Com
15.2K
+ 9757.69%
N/A
15.4K $0
Reddit Inc Cl A
25
+ 4.52%
N/A
578 $0
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
19
+ 1.62%
$19.7 - $20.61 $374 - $392
1.19K $23K
Ge Vernova Inc Com
53.1K
+ 31435.5%
N/A
53.3K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
8
+ 0.18%
N/A
4.55K $0
Vert Global Sustainable Real Estate ETF
5.55K
+ 1.56%
N/A
361K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
34
+ 1.49%
$11.22 - $11.8 $381 - $401
2.31K $26K
BNDX
Vanguard Total International B

ETFs
5
+ 0.34%
$48.33 - $49.5 $242 - $248
1.48K $72K
IYG
Ishares Tr

ETFs
1
+ 0.3%
$74.6 - $84.81 $74.6 - $84.8
339 $26K
Arm Holdings PLC Sponsored Ads
73
+ 16.9%
N/A
505 $0
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 1.61%
$206.54 - $226.16 $207 - $226
63 $13K
IGOV
Ishares 1 3 International Trea

ETFs
1
+ 16.67%
$37.39 - $39.79 $37.4 - $39.8
7 $0
OHI
Omega Healthcare Investors Inc

Real Estate
2
+ 2.41%
$35.7 - $38.33 $71.4 - $76.7
85 $3K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2
+ 0.38%
$75.99 - $81.58 $152 - $163
528 $40K
FJAN
First Exc Trd Viii Cboe Vest U
2.89K
+ 74.96%
N/A
6.74K $0
Ft Vest International Equity Moderate Buffer ETF December
1.51K
+ 14.6%
N/A
11.8K $0
BHP
Bhp Group LTD

Basic Materials
5
+ 1.15%
$48.18 - $52.11 $241 - $261
440 $21K
KEY
Keycorp

Financial Services
1
+ 4.0%
$15.15 - $18.3 $15.2 - $18.3
26 $0
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
91
+ 2.39%
$8.11 - $8.58 $738 - $781
3.9K $31K
INDB
Independent Bank Corp

Financial Services
1
+ 0.83%
$60.31 - $70.29 $60.3 - $70.3
122 $7K
IGR
Cbre Global Real Estate Income Fund

Financial Services
6
+ 3.7%
$4.79 - $5.34 $28.7 - $32
168 $0
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
1
+ 14.29%
$89.89 - $100.28 $89.9 - $100
8 $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
3.58K
+ 97.15%
N/A
7.26K $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
22
+ 1.68%
$20.7 - $21.15 $455 - $465
1.33K $27K
BXP
Boston Properties Inc

Real Estate
1
+ 11.11%
$63.97 - $74.91 $64 - $74.9
10 $0
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1
+ 1.35%
$11.96 - $13.56 $12 - $13.6
75 $0
SJNK
Spdr Bloomberg Short Term High

ETFs
8
+ 1.2%
$25.08 - $25.64 $201 - $205
675 $16K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3
+ 1.8%
$15.97 - $18.5 $47.9 - $55.5
170 $2K
MET
Metlife Inc

Financial Services
4
+ 0.75%
$77.7 - $87.0 $311 - $348
539 $43K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
1
+ 0.27%
$38.84 - $41.54 $38.8 - $41.5
371 $14K
SHV
Ishares Tr

ETFs
4
+ 1.5%
$110.11 - $110.51 $440 - $442
270 $29K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
15
+ 2.47%
$8.24 - $8.68 $124 - $130
622 $5K
Ft Vest U.S. Small Cap Moderate Buffer ETF May
495
+ 5.11%
N/A
10.2K $0
NGG
National Grid PLC

Utilities
1
+ 2.78%
$56.13 - $65.61 $56.1 - $65.6
37 $2K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
16
+ 1.77%
$15.63 - $16.23 $250 - $260
918 $14K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
16
+ 2.5%
$11.85 - $13.1 $190 - $210
656 $7K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4
+ 0.54%
$48.02 - $53.02 $192 - $212
749 $36K
BKU
Bank United, Inc.

Financial Services
1
+ 0.88%
$31.36 - $41.63 $31.4 - $41.6
114 $3K
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
1
+ 1.56%
$25.24 - $34.09 $25.2 - $34.1
65 $1K
EMR
Emerson Electric CO

Industrials
10
+ 8.77%
$108.64 - $131.17 $1.09K - $1.31K
124 $13K
SON
Sonoco Products CO

Consumer Cyclical
5
+ 1.16%
$44.71 - $49.22 $224 - $246
436 $20K
Activity Summary
Buys All Purchases 307 New Holdings 46 Increased Positions 261 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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