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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4
+ 1.16%
$63.27 - $70.31 $253 - $281
349 $22K
IWS
Ishares Russell Midcap Value E

ETFs
5
+ 0.43%
$128.08 - $140.32 $640 - $702
1.18K $152K
AOM
Ishares Tr Core Moderate Alloc

ETFs
42
+ 1.32%
$43.44 - $45.05 $1.82K - $1.89K
3.23K $140K
KFY
Korn Ferry

Industrials
2
+ 0.63%
$66.56 - $79.4 $133 - $159
322 $21K
IDV
Ishares Tr

ETFs
13
+ 1.35%
$27.03 - $29.92 $351 - $389
979 $26K
D
Dominion Energy, Inc

Utilities
10
+ 0.92%
$52.63 - $60.92 $526 - $609
1.1K $59K
IEF
Ishares Barclays

ETFs
9
+ 1.19%
$92.08 - $98.18 $829 - $884
767 $70K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.1%
$65.79 - $72.14 $65.8 - $72.1
1.02K $67K
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.07%
$57.51 - $67.17 $57.5 - $67.2
1.39K $86K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9
+ 1.2%
$58.88 - $64.8 $530 - $583
760 $44K
DTE
Dte Energy CO

Utilities
4
+ 0.78%
$117.04 - $129.77 $468 - $519
520 $62K
IEV
Ishares Tr Europe ETF

ETFs
4
+ 0.68%
$52.03 - $57.63 $208 - $231
595 $30K
KRG
Kite Realty Group Trust

Real Estate
41
+ 0.87%
$24.49 - $27.85 $1K - $1.14K
4.77K $120K
BHP
Bhp Group LTD

Basic Materials
5
+ 1.16%
$48.78 - $62.43 $244 - $312
435 $21K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
272
+ 8.82%
$64.62 - $71.43 $17.6K - $19.4K
3.36K $216K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
9
+ 0.42%
$89.9 - $100.66 $809 - $906
2.16K $194K
DEO
Diageo PLC

Consumer Defensive
11
+ 1.8%
$118.0 - $139.88 $1.3K - $1.54K
622 $79K
UL
Unilever PLC

Consumer Defensive
6
+ 0.64%
$56.7 - $64.64 $340 - $388
945 $53K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.12%
$90.91 - $102.21 $90.9 - $102
813 $74K
LQD
Ishares Iboxx $ Investment Gra

ETFs
27
+ 1.33%
$106.56 - $113.11 $2.88K - $3.05K
2.05K $219K
MCHP
Microchip Technology Inc

Technology
1
+ 0.19%
$55.51 - $79.05 $55.5 - $79.1
532 $30K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1
+ 0.04%
$33.77 - $44.09 $33.8 - $44.1
2.35K $79K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5
+ 0.28%
$79.93 - $88.06 $400 - $440
1.79K $143K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.42K
+ 9.81%
$75.1 - $82.99 $182K - $201K
27.1K $2.05M
SBUX
Starbucks Corp

Consumer Cyclical
77
+ 2.25%
$87.44 - $102.5 $6.73K - $7.89K
3.5K $318K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
23
+ 0.65%
$49.25 - $53.57 $1.13K - $1.23K
3.57K $176K
PIO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$39.06 - $42.96 $39.1 - $43
4.01K $156K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.12%
$209.89 - $233.24 $420 - $466
1.71K $363K
GE
General Electric CO

Industrials
3
+ 0.39%
$159.95 - $194.23 $480 - $583
778 $129K
ADI
Analog Devices Inc

Technology
4
+ 0.41%
$206.35 - $236.48 $825 - $946
991 $210K
CL
Colgate Palmolive CO

Consumer Defensive
105
+ 5.02%
$90.22 - $102.31 $9.47K - $10.7K
2.2K $199K
WPC
W. P. Carey Inc.

Real Estate
13
+ 0.55%
$53.44 - $61.33 $695 - $797
2.36K $128K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.13%
$244.52 - $284.07 $245 - $284
798 $196K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
6
+ 0.07%
$11.39 - $14.03 $68.3 - $84.2
8.4K $97K
EEM
Ishares Msci Emerging Markets

ETFs
415
+ 4.12%
$41.82 - $47.36 $17.4K - $19.7K
10.5K $438K
QCOM
Qualcomm Inc

Technology
3
+ 0.19%
$150.4 - $178.04 $451 - $534
1.59K $244K
INTC
Intel Corp

Technology
248
+ 2.73%
$19.07 - $26.23 $4.73K - $6.51K
9.32K $186K
CVS
Cvs Health Corp

Healthcare
10
+ 0.59%
$43.78 - $67.46 $438 - $675
1.7K $76K
SOXX
Ishares Semiconductor ETF

ETFs
4
+ 0.18%
$211.27 - $239.8 $845 - $959
2.18K $469K
KXI
Ishares Tr Global Consumer Sta

ETFs
105
+ 1.42%
$60.15 - $65.39 $6.32K - $6.87K
7.52K $453K
AMGN
Amgen Inc

Healthcare
1
+ 0.16%
$258.78 - $328.31 $259 - $328
628 $163K
KO
Coca Cola CO

Consumer Defensive
464
+ 6.24%
$61.74 - $71.71 $28.6K - $33.3K
7.9K $491K
LLY
Eli Lilly & CO

Healthcare
61
+ 7.06%
$727.2 - $932.06 $44.4K - $56.9K
925 $714K
UPS
United Parcel Service Inc

Industrials
2
+ 0.03%
$122.65 - $138.35 $245 - $277
7.89K $995K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23.3K
+ 186.16%
$26.93 - $84.95 $628K - $1.98M
35.9K $979K
LMT
Lockheed Martin Corp

Industrials
8
+ 0.67%
$479.66 - $614.62 $3.84K - $4.92K
1.2K $585K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
34
+ 0.14%
$442.29 - $483.08 $15K - $16.4K
23.7K $10.8M
ICF
Ishares Tr

ETFs
1.82K
+ 3.63%
$58.8 - $66.61 $107K - $121K
52K $3.13M
AMD
Advanced Micro Devices Inc

Technology
320
+ 4.56%
$118.88 - $172.8 $38K - $55.3K
7.34K $887K
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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