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
XLRE
Select Sector Spdr Tr Real Est

ETFs
12
+ 0.76%
$37.08 - $42.26 $445 - $507
1.59K $65K
GPS
Gap Inc

Consumer Cyclical
1
+ 1.27%
N/A
80 $1K
CLX
Clorox CO

Consumer Defensive
1
+ 5.26%
$118.01 - $148.69 $118 - $149
20 $2K
Arista Networks Inc Com Shs
953
+ 907.62%
N/A
1.06K $0
NXRT
Nex Point Residential Trust, Inc.

Real Estate
1
+ 2.38%
$32.45 - $40.68 $32.5 - $40.7
43 $1K
FREL
Fidelity Covington Tr Msci Rea

ETFs
8
+ 19.05%
$24.18 - $27.61 $193 - $221
50 $1K
RYH
Invesco S&P 500 Equal Weight H

ETFs
9
+ 0.2%
N/A
4.56K $0
FAN
First Tr Exchange Traded Fd Ii
7
+ 0.57%
N/A
1.23K $0
FXP
Proshares Tr Ultrashort Ftse C

ETFs
2
+ 3.03%
$10.2 - $17.35 $20.4 - $34.7
68 $0
IGE
Ishares Tr North Amern Nat Res

ETFs
1
+ 1.56%
$38.21 - $46.01 $38.2 - $46
65 $2K
IYK
Ishares U.S. Consumer Staples

ETFs
3
+ 0.52%
$67.29 - $72.42 $202 - $217
576 $40K
NTRS
Northern Trust Corp

Financial Services
1
+ 25.0%
$84.45 - $126.79 $84.5 - $127
5 $0
EWZ
Ishares Inc Msci Brazil ETF

ETFs
1
+ 2.27%
$23.44 - $28.85 $23.4 - $28.9
45 $1K
Ge Vernova Inc Com
2.15K
+ 4.04%
N/A
55.4K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF February
28.9K
+ 220.81%
N/A
42K $0
Ishares Bitcoin Trust ETF
713
+ 44.37%
N/A
2.32K $0
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
17
+ 2.36%
$11.4 - $13.51 $194 - $230
736 $9K
Ft Vest U.S. Small Cap Moderate Buffer ETF May
21.9K
+ 215.07%
N/A
32.1K $0
Vert Global Sustainable Real Estate ETF
120K
+ 33.26%
N/A
482K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF November
90
+ 0.7%
N/A
13K $0
Cava Group Inc Com
80
+ 17.78%
N/A
530 $0
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
15
+ 2.41%
$7.2 - $8.65 $108 - $130
637 $5K
IGR
Cbre Global Real Estate Income Fund

Financial Services
6
+ 3.57%
$4.33 - $5.29 $26 - $31.7
174 $0
RDIV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 1.15%
$42.44 - $49.08 $170 - $196
353 $16K
Lineage Inc Com
1
+ 0.99%
N/A
102 $0
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
5
+ 2.35%
$41.09 - $50.61 $205 - $253
218 $10K
WPC
W. P. Carey Inc.

Real Estate
37
+ 1.56%
$56.12 - $64.53 $2.08K - $2.39K
2.42K $150K
MET
Metlife Inc

Financial Services
4
+ 0.74%
$68.42 - $82.49 $274 - $330
543 $43K
Abrdn Emerging Markets Dividend Active ETF
2
+ 0.56%
N/A
356 $0
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
18
+ 1.93%
$10.51 - $11.34 $189 - $204
951 $10K
RGI
Invesco S&P 500 Equal Weight I

ETFs
6
+ 0.21%
N/A
2.86K $0
OHI
Omega Healthcare Investors Inc

Real Estate
1
+ 1.18%
$35.55 - $39.05 $35.6 - $39.1
86 $3K
QTUM
ETF Ser Solutions Defiance Qua
81
+ 155.77%
N/A
133 $0
Fundstrat Granny Shots Us Large Cap ETF
17.7K
+ 32.23%
N/A
72.4K $0
SO
Southern CO

Utilities
3
+ 0.52%
$84.91 - $92.56 $255 - $278
585 $53K
PEY
Invesco Exchange Traded Fd Tr

ETFs
18
+ 1.27%
$18.68 - $21.54 $336 - $388
1.43K $29K
PHG
Koninklijke Philips Nv

Healthcare
58
+ 4.18%
$21.67 - $25.64 $1.26K - $1.49K
1.45K $34K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10
+ 2.48%
$17.17 - $19.9 $172 - $199
414 $7K
SWBI
Smith & Wesson Brands, Inc.

Industrials
12
+ 1.52%
$8.48 - $10.88 $102 - $131
802 $6K
DUK
Duke Energy Corp

Utilities
1
+ 0.49%
$112.46 - $124.05 $112 - $124
206 $24K
XLE
Energy Sector Spdr

ETFs
1
+ 0.53%
$76.44 - $94.13 $76.4 - $94.1
191 $16K
DSL
Double Line Income Solutions Fund

Financial Services
18
+ 0.89%
$11.15 - $12.57 $201 - $226
2.04K $24K
EXC
Exelon Corp

Utilities
4
+ 0.62%
$42.2 - $47.37 $169 - $189
646 $28K
TAP
Molson Coors Beverage CO

Consumer Defensive
1
+ 1.39%
$47.24 - $62.46 $47.2 - $62.5
73 $3K
SON
Sonoco Products CO

Consumer Cyclical
5
+ 1.15%
$40.6 - $47.93 $203 - $240
441 $19K
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.99%
$145.91 - $168.0 $146 - $168
102 $15K
EIX
Edison International

Utilities
3
+ 1.34%
$48.32 - $59.92 $145 - $180
227 $11K
SR
Spire Inc

Utilities
2
+ 0.78%
$71.03 - $79.07 $142 - $158
259 $18K
DEO
Diageo PLC

Consumer Defensive
8
+ 1.33%
$99.86 - $115.75 $799 - $926
611 $61K
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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