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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
7
+ 0.43%
$86.07 - $90.74 $602 - $635
1.64K $146K
KFY
Korn Ferry

Industrials
2
+ 0.61%
$69.05 - $76.46 $138 - $153
328 $22K
KRG
Kite Realty Group Trust

Real Estate
52
+ 1.07%
$20.94 - $23.26 $1.09K - $1.21K
4.93K $109K
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.98%
$138.38 - $153.2 $138 - $153
103 $14K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.22%
$60.9 - $70.75 $60.9 - $70.8
460 $28K
MCHP
Microchip Technology Inc

Technology
1
+ 0.28%
$60.95 - $75.26 $61 - $75.3
360 $23K
ARCC
Ares Capital Corp

Financial Services
30
+ 2.34%
$20.41 - $23.25 $612 - $698
1.31K $26K
PRU
Prudential Financial Inc

Financial Services
2
+ 0.37%
$100.68 - $109.89 $201 - $220
538 $55K
BMY
Bristol Myers Squibb CO

Healthcare
73
+ 1.28%
$43.31 - $48.98 $3.16K - $3.58K
5.8K $261K
IBM
International Business Machines Corp

Technology
145
+ 4.11%
$234.77 - $292.47 $34K - $42.4K
3.67K $1.04M
OFS
Ofs Capital Corp

Financial Services
765
+ 4.41%
$7.63 - $8.9 $5.84K - $6.81K
18.1K $139K
PAYX
Paychex Inc

Industrials
6
+ 0.7%
$126.69 - $147.99 $760 - $888
866 $109K
CI
Cigna Corp

Healthcare
1
+ 0.19%
$262.23 - $334.39 $262 - $334
529 $152K
SBUX
Starbucks Corp

Consumer Cyclical
7
+ 0.21%
$81.9 - $96.86 $573 - $678
3.31K $279K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
38
+ 1.4%
$196.15 - $217.83 $7.45K - $8.28K
2.76K $556K
DIS
Walt Disney CO

Communication Services
273
+ 3.3%
$112.25 - $124.0 $30.6K - $33.9K
8.54K $977K
PG
Procter & Gamble CO

Consumer Defensive
41
+ 0.26%
$150.47 - $161.22 $6.17K - $6.61K
15.6K $2.4M
UPS
United Parcel Service Inc

Industrials
280
+ 4.42%
$82.58 - $105.54 $23.1K - $29.6K
6.61K $552K
V
Visa Inc.

Financial Services
62
+ 0.26%
$332.09 - $358.86 $20.6K - $22.2K
24.2K $8.25M
AMP
Ameriprise Financial Inc

Financial Services
5
+ 0.05%
$486.13 - $544.55 $2.43K - $2.72K
10K $4.93M
SPGI
S&P Global Inc.

Financial Services
97
+ 0.64%
$484.94 - $564.15 $47K - $54.7K
15.3K $7.45M
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.01%
$157.77 - $183.27 $789 - $916
35.2K $5.7M
COST
Costco Wholesale Corp

Consumer Defensive
161
+ 0.91%
$915.95 - $994.57 $147K - $160K
17.8K $16.5M
NFLX
Netflix Inc

Communication Services
34
+ 0.18%
$1147.87 - $1297.18 $39K - $44.1K
19K $22.8M
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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