Soa Wealth Advisors, Llc. Reduced Holdings in Q3 2024

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-865
- 15.6%
$245.82 - $304.51 $213K - $263K
4.68K $1.42M
PM
Philip Morris International Inc.

Consumer Defensive
-24
- 3.3%
$101.25 - $127.45 $2.43K - $3.06K
703 $85K
IEFA
Ishares Tr

ETFs
-411
- 4.97%
$70.09 - $78.74 $28.8K - $32.4K
7.86K $613K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-55
- 1.22%
$39.47 - $49.4 $2.17K - $2.72K
4.46K $212K
CL
Colgate Palmolive CO

Consumer Defensive
-5
- 0.24%
$95.54 - $108.77 $478 - $544
2.09K $217K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-15
- 0.1%
$37.64 - $39.51 $565 - $593
15K $593K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-11
- 1.78%
$386.81 - $423.12 $4.25K - $4.65K
608 $257K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-27
- 1.56%
$210.25 - $231.86 $5.68K - $6.26K
1.71K $380K
BBY
Best Buy CO Inc

Consumer Cyclical
-64
- 5.77%
$80.23 - $103.29 $5.13K - $6.61K
1.05K $108K
EEM
Ishares Msci Emerging Markets

ETFs
-422
- 4.02%
$40.42 - $46.7 $17.1K - $19.7K
10.1K $462K
KRE
Spdr S&P Regional Banking ETF

ETFs
-257
- 5.99%
$47.94 - $59.23 $12.3K - $15.2K
4.04K $228K
IWX
Ishares Tr Russell 200 Value E

ETFs
-3.33K
- 7.44%
$74.49 - $81.27 $248K - $271K
41.5K $3.37M
XLV
Select Sector Spdr Fund Health

ETFs
-57
- 1.73%
$143.3 - $157.24 $8.17K - $8.96K
3.25K $499K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-109
- 1.53%
$38.89 - $42.97 $4.24K - $4.68K
7.04K $301K
GE
General Electric CO

Industrials
-18
- 2.27%
$156.66 - $189.66 $2.82K - $3.41K
775 $146K
CYBR
Cyber Ark Software Ltd.

Technology
-22
- 1.34%
$241.52 - $291.61 $5.31K - $6.42K
1.62K $471K
IYF
Ishares Tr

ETFs
-19
- 0.46%
$93.83 - $105.05 $1.78K - $2K
4.11K $427K
KXI
Ishares Tr Global Consumer Sta

ETFs
-51
- 0.68%
$59.84 - $66.17 $3.05K - $3.37K
7.42K $487K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-301
- 1.0%
$43.21 - $46.51 $13K - $14K
29.7K $1.38M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1
- 0.02%
$117.9 - $128.2 $118 - $128
4.43K $567K
BMY
Bristol Myers Squibb CO

Healthcare
-10
- 0.21%
$39.66 - $51.75 $397 - $518
4.65K $240K
DE
Deere & CO

Industrials
-20
- 1.37%
$344.84 - $418.0 $6.9K - $8.36K
1.44K $601K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-67
- 0.08%
$40.69 - $42.33 $2.73K - $2.84K
88.9K $3.76M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-209
- 1.64%
$77.02 - $85.06 $16.1K - $17.8K
12.5K $1.06M
IYH
Ishares Tr

ETFs
-125
- 0.6%
$60.29 - $66.38 $7.54K - $8.3K
20.6K $1.34M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-44
- 0.63%
$116.88 - $129.79 $5.14K - $5.71K
6.94K $900K
CSCO
Cisco Systems, Inc.

Technology
-1.6K
- 5.67%
$44.74 - $53.22 $71.4K - $85K
26.5K $1.41M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.55K
- 2.98%
$97.81 - $108.79 $152K - $169K
50.5K $5.49M
HDV
Ishares Core High Dividend ETF

ETFs
-360
- 2.31%
$107.62 - $118.76 $38.7K - $42.8K
15.3K $1.79M
VTV
Vanguard Value ETF

ETFs
-520
- 3.76%
$159.75 - $174.57 $83.1K - $90.8K
13.3K $2.32M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.23K
- 6.59%
$95.81 - $109.03 $214K - $243K
31.6K $3.4M
JNJ
Johnson & Johnson

Healthcare
-76
- 0.9%
$145.48 - $167.38 $11.1K - $12.7K
8.32K $1.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
-41
- 0.8%
$517.38 - $573.86 $21.2K - $23.5K
5.1K $2.93M
DGRO
Ishares Core Dividend Growth E

ETFs
-13.9K
- 7.06%
$57.47 - $62.76 $797K - $870K
183K $11.4M
VB
Vanguard Small Cap ETF

ETFs
-498
- 3.85%
$214.77 - $237.72 $107K - $118K
12.4K $2.95M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-308
- 1.33%
$332.02 - $382.76 $102K - $118K
22.8K $8.55M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-47
- 0.3%
$111.9 - $124.28 $5.26K - $5.84K
15.8K $1.95M
EFG
Msci Eafe Growth ETF

ETFs
-579
- 1.38%
$96.84 - $108.77 $56.1K - $63K
41.4K $4.46M
VBK
Vanguard Small Cap Growth ETF

ETFs
-219
- 1.71%
$240.48 - $267.94 $52.7K - $58.7K
12.6K $3.37M
IWR
Ishares Russell Mid Cap ETF

ETFs
-219
- 0.81%
$79.92 - $88.19 $17.5K - $19.3K
26.9K $2.37M
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.17%
$333.64 - $405.2 $2K - $2.43K
3.46K $1.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-226
- 1.29%
$173.36 - $189.8 $39.2K - $42.9K
17.3K $3.28M
VO
Vanguard Mid Cap ETF

ETFs
-94
- 0.76%
$237.84 - $263.83 $22.4K - $24.8K
12.2K $3.22M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.58K
- 2.11%
$75.63 - $84.89 $119K - $134K
73.3K $6.17M
ED
Consolidated Edison Inc

Utilities
-43
- 0.21%
$88.42 - $104.97 $3.8K - $4.51K
20.1K $2.1M
IYR
Ishares Tr

ETFs
-752
- 2.81%
$86.93 - $103.61 $65.4K - $77.9K
26K $2.65M
VOT
Vanguard Mid Cap Growth Index

ETFs
-441
- 1.48%
$218.05 - $243.47 $96.2K - $107K
29.3K $7.14M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.61K
- 1.34%
$84.81 - $93.54 $136K - $150K
118K $10.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-126
- 0.4%
$105.53 - $118.34 $13.3K - $14.9K
31.4K $3.67M
Activity Summary
Buys All Purchases 251 New Holdings 22 Increased Positions 229 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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