Soa Wealth Advisors, Llc. New Holdings in Q3 2025

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TER
Teradyne, Inc

Technology
1K
New
$90.15 - $137.64 $90.2K - $138K
1K $137K
BRO
Brown & Brown, Inc.

Financial Services
1.11K
New
$90.88 - $108.93 $101K - $120K
1.11K $103K
GDV
Gabelli Dividend & Income Trust

Financial Services
2.67K
New
$25.8 - $27.4 $68.9K - $73.2K
2.67K $72K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
1.27K
New
$40.74 - $41.99 $51.9K - $53.5K
1.27K $53K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
377
New
$121.46 - $130.92 $45.8K - $49.4K
377 $49K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
528
New
$85.43 - $92.81 $45.1K - $49K
528 $48K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
719
New
$46.93 - $58.5 $33.7K - $42.1K
719 $39K
EXPE
Expedia Group, Inc.

Consumer Cyclical
170
New
$171.01 - $228.24 $29.1K - $38.8K
170 $36K
AJG
Arthur J. Gallagher & Co.

Financial Services
100
New
$284.17 - $319.49 $28.4K - $31.9K
100 $30K
SNPS
Synopsys Inc

Technology
57
New
$387.78 - $645.35 $22.1K - $36.8K
57 $28K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
2.02K
New
$11.93 - $12.5 $24.1K - $25.3K
2.02K $24K
AIQ
Global X Funds Global X Artifi

ETFs
480
New
$43.2 - $49.66 $20.7K - $23.8K
480 $23K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
305
New
$67.52 - $76.75 $20.6K - $23.4K
305 $22K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
506
New
$37.04 - $40.86 $18.7K - $20.7K
506 $20K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
590
New
N/A
590 $18K
SHAK
Shake Shack Inc.

Consumer Cyclical
200
New
$92.4 - $142.03 $18.5K - $28.4K
200 $18K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
36
New
$311.12 - $482.13 $11.2K - $17.4K
36 $16K
TOST
Toast, Inc.

Technology
450
New
$36.51 - $49.3 $16.4K - $22.2K
450 $16K
SPTL
Spdr Portfolio Long Term Treas

ETFs
588
New
$25.67 - $27.21 $15.1K - $16K
588 $15K
IAUM
I Shares Gold Trust Micro

ETFs
343
New
$32.6 - $38.5 $11.2K - $13.2K
343 $13K
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
317
New
$40.56 - $42.24 $12.9K - $13.4K
317 $13K
IBKR
Interactive Brokers Group, Inc.

Financial Services
200
New
$56.32 - $68.81 $11.3K - $13.8K
200 $13K
AVB
Avalonbay Communities Inc

Real Estate
68
New
$182.72 - $204.51 $12.4K - $13.9K
68 $13K
GBIL
Goldman Sachs Access Treasury

ETFs
120
New
$99.82 - $100.23 $12K - $12K
120 $12K
LHX
L3 Harris Technologies, Inc.

Industrials
38
New
$252.18 - $305.41 $9.58K - $11.6K
38 $11K
USB
Us Bancorp \De\

Financial Services
241
New
$43.94 - $50.41 $10.6K - $12.1K
241 $11K
IREN
Iris Energy LTD

Financial Services
250
New
$15.1 - $47.14 $3.78K - $11.8K
250 $11K
MFC
Manulife Financial Corp

Financial Services
336
New
$29.9 - $32.34 $10K - $10.9K
336 $10K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
208
New
$49.05 - $50.22 $10.2K - $10.4K
208 $10K
NOC
Northrop Grumman Corp

Industrials
18
New
$498.9 - $609.32 $8.98K - $11K
18 $10K
MRVL
Marvell Technology, Inc.

Technology
100
New
$62.31 - $84.07 $6.23K - $8.41K
100 $8K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
600
New
$11.84 - $13.45 $7.1K - $8.07K
600 $7K
SAN
Banco Santander, S.A.

Financial Services
573
New
$8.27 - $10.48 $4.74K - $6.01K
573 $6K
FCX
Freeport Mcmoran Inc

Basic Materials
153
New
$35.34 - $47.21 $5.41K - $7.22K
153 $6K
EQT
Eqt Corp

Energy
96
New
$49.19 - $59.19 $4.72K - $5.68K
96 $5K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
70
New
$66.56 - $84.85 $4.66K - $5.94K
70 $4K
ODFL
Old Dominion Freight Line, Inc.

Industrials
32
New
$138.59 - $171.12 $4.43K - $5.48K
32 $4K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
162
New
$23.13 - $23.54 $3.75K - $3.81K
162 $3K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
242
New
$13.33 - $14.8 $3.23K - $3.58K
242 $3K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
30
New
$30.06 - $36.69 $902 - $1.1K
30 $1K
RGLD
Royal Gold Inc

Basic Materials
5
New
$151.42 - $200.58 $757 - $1K
5 $1K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
68
New
N/A
68 $1K
Clearbridge Energy Midstrm Opp Rt Exp 101025
225
New
N/A
225 $0
Nicholas Crypto Income ETF
1K
New
N/A
1K $0
Amplify Bluestar Israel Technology ETF
100
New
N/A
100 $0
Southstate Bk Corp Com
86
New
N/A
86 $0
Global X Agtech & Food Innovation ETF
7
New
N/A
7 $0
GIGB
Goldman Sachs ETF Access Invt
470
New
N/A
470 $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
333
New
N/A
333 $0
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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