Soa Wealth Advisors, Llc. Incresed Positions in Q3 2025

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
3
+ 0.88%
$161.21 - $180.02 $484 - $540
344 $59K
BKU
Bank United, Inc.

Financial Services
1
+ 0.87%
$35.63 - $39.55 $35.6 - $39.6
116 $4K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
2
+ 2.63%
$12.11 - $12.64 $24.2 - $25.3
78 $0
Barrick Mng Corp Com Shs
501
+ 626.25%
N/A
581 $0
NWL
Newell Brands Inc.

Consumer Defensive
3
+ 1.15%
$4.76 - $6.39 $14.3 - $19.2
265 $1K
Lam Research Corp Com New
144
+ 3.41%
N/A
4.37K $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
24
+ 1.77%
$20.84 - $21.03 $500 - $505
1.38K $28K
IGR
Cbre Global Real Estate Income Fund

Financial Services
6
+ 3.45%
$4.81 - $5.36 $28.9 - $32.2
180 $0
Kulr Technology Group Inc Com
38
+ 12.18%
N/A
350 $0
QTUM
ETF Ser Solutions Defiance Qua
746
+ 560.9%
N/A
879 $0
Linde PLC Shs
183
+ 63.32%
N/A
472 $0
KIM
Kimco Realty Corp

Real Estate
1
+ 6.67%
$20.74 - $22.79 $20.7 - $22.8
16 $0
OHI
Omega Healthcare Investors Inc

Real Estate
2
+ 2.33%
$36.29 - $43.34 $72.6 - $86.7
88 $3K
CMCSA
Comcast Corp

Communication Services
506
+ 13.39%
$31.41 - $36.33 $15.9K - $18.4K
4.28K $134K
FAN
First Tr Exchange Traded Fd Ii
6
+ 0.49%
N/A
1.23K $0
Blackrock Inc Com
50
+ 0.39%
N/A
13K $0
ILCG
Ishares Morningstar Growth ETF
1
+ 0.04%
N/A
2.71K $0
Te Connectivity PLC Ord Shs
54
+ 47.37%
N/A
168 $0
Arista Networks Inc Com Shs
630
+ 59.55%
N/A
1.69K $0
FXP
Proshares Tr Ultrashort Ftse C

ETFs
2
+ 2.94%
$8.16 - $10.8 $16.3 - $21.6
70 $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
4
+ 8.0%
$26.84 - $28.32 $107 - $113
54 $1K
Nebius Group N.V. Shs Class A
125
+ 38.46%
N/A
450 $0
AMZU
Direxion Shs ETF Tr Daily Amzn
10
+ 0.9%
N/A
1.12K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF February
152
+ 0.36%
N/A
42.1K $0
Ishares Bitcoin Trust ETF
18
+ 0.78%
N/A
2.34K $0
Vert Global Sustainable Real Estate ETF
28K
+ 5.82%
N/A
510K $0
BNDX
Vanguard Total International B

ETFs
10
+ 0.67%
$49.0 - $49.51 $490 - $495
1.51K $74K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
15
+ 2.12%
$18.58 - $19.75 $279 - $296
721 $13K
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 2.44%
N/A
42 $11K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10
+ 2.42%
$18.41 - $20.12 $184 - $201
424 $7K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
14
+ 2.2%
$8.57 - $9.09 $120 - $127
651 $5K
Ft Vest U.S. Small Cap Moderate Buffer ETF August
4.45K
+ 256.79%
N/A
6.18K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF May
9.59K
+ 29.91%
N/A
41.7K $0
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
16
+ 2.38%
$12.46 - $13.22 $199 - $212
688 $8K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3
+ 1.73%
$18.02 - $19.56 $54.1 - $58.7
176 $3K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
18
+ 2.45%
$12.8 - $13.71 $230 - $247
754 $9K
NGG
National Grid PLC

Utilities
1
+ 2.7%
$67.98 - $74.38 $68 - $74.4
38 $2K
Ge Vernova Inc Com
56
+ 0.1%
N/A
55.5K $0
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4
+ 1.22%
$52.55 - $54.37 $210 - $217
332 $17K
Abrdn Emerging Markets Dividend Active ETF
3
+ 0.84%
N/A
359 $0
Fundstrat Granny Shots Us Large Cap ETF
257K
+ 354.22%
N/A
329K $0
Lineage Inc Com
2
+ 1.96%
N/A
104 $0
Flagstar Financial Inc Com New
1
+ 0.76%
N/A
133 $0
Siriusxm Holdings Inc Common Stock
2
+ 0.93%
N/A
216 $0
SJNK
Spdr Bloomberg Short Term High

ETFs
12
+ 1.74%
$25.28 - $25.63 $303 - $308
700 $17K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
5
+ 2.29%
$44.3 - $49.24 $222 - $246
223 $10K
Ishares High Yield Muni Active ETF
1.58K
+ 9.86%
N/A
17.6K $0
FTNT
Fortinet, Inc.

Technology
200
+ 24.84%
$74.39 - $107.65 $14.9K - $21.5K
1.01K $84K
IYK
Ishares U.S. Consumer Staples

ETFs
4
+ 0.69%
$67.65 - $71.68 $271 - $287
580 $39K
Activity Summary
Buys All Purchases 338 New Holdings 63 Increased Positions 275 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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