Soa Wealth Advisors, Llc. Reduced Holdings in Q3 2025

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTRS
Viatris Inc

Healthcare
-27
- 3.97%
$8.74 - $10.69 $236 - $289
653 $6K
Grayscale Ethereum Trust ETF
-834
- 83.15%
N/A
169 $0
OGN
Organon & Co.

Healthcare
-3
- 1.62%
$8.4 - $10.85 $25.2 - $32.6
182 $1K
QBTS
D Wave Quantum Inc.

Technology
-50
- 49.02%
$14.81 - $27.72 $741 - $1.39K
52 $1K
Grayscale Ethereum Mini Trust ETF
-90
- 98.9%
N/A
1 $0
RGTI
Rigetti Computing, Inc.

Technology
-50
- 49.5%
$11.33 - $32.1 $567 - $1.61K
51 $1K
IONQ
Ion Q, Inc.

Technology
-10
- 8.77%
$36.79 - $75.14 $368 - $751
104 $6K
SO
Southern CO

Utilities
-1
- 0.17%
$90.83 - $96.0 $90.8 - $96
584 $55K
OSK
Oshkosh Corp

Industrials
-97
- 10.03%
$118.16 - $143.44 $11.5K - $13.9K
870 $112K
XEL
Xcel Energy Inc

Utilities
-40
- 5.92%
$67.56 - $80.65 $2.7K - $3.23K
636 $51K
DRIV
Global X Fds Global X Autonomo

ETFs
-88
- 4.1%
$23.34 - $28.35 $2.05K - $2.49K
2.06K $58K
QCOM
Qualcomm Inc

Technology
-34
- 1.72%
$145.84 - $173.55 $4.96K - $5.9K
1.95K $323K
VZ
Verizon Communications Inc

Communication Services
-40
- 0.23%
$40.84 - $45.06 $1.63K - $1.8K
17.2K $755K
GM
General Motors CO

Consumer Cyclical
-209
- 9.84%
$48.89 - $61.24 $10.2K - $12.8K
1.92K $116K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-108
- 1.34%
$46.61 - $49.24 $5.03K - $5.32K
7.96K $391K
LOW
Lowes Companies Inc

Consumer Cyclical
-13
- 1.63%
$215.01 - $273.02 $2.8K - $3.55K
787 $197K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-25
- 0.36%
$40.43 - $44.52 $1.01K - $1.11K
7K $308K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-451
- 12.01%
$68.94 - $86.3 $31.1K - $38.9K
3.3K $285K
VTI
Vanguard Total Stock Market Et

ETFs
-76
- 3.75%
$303.93 - $329.86 $23.1K - $25.1K
1.95K $640K
DGRO
Ishares Core Dividend Growth E

ETFs
-9.04K
- 5.78%
$64.12 - $68.08 $580K - $615K
147K $10M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-10
- 0.05%
$41.73 - $43.77 $417 - $438
18.4K $807K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-271
- 12.55%
$224.68 - $282.71 $60.9K - $76.6K
1.89K $527K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-73
- 4.01%
$284.45 - $324.95 $20.8K - $23.7K
1.75K $559K
IVE
Ishares S&P 500 Value ETF

ETFs
-167
- 2.42%
$194.44 - $206.51 $32.5K - $34.5K
6.73K $1.39M
INTC
Intel Corp

Technology
-3.21K
- 22.61%
$19.31 - $35.5 $61.9K - $114K
11K $368K
IWX
Ishares Tr Russell 200 Value E

ETFs
-795
- 2.35%
$83.04 - $87.88 $66K - $69.9K
33.1K $2.91M
IWL
Ishares Tr Russell 200 ETF

ETFs
-1.32K
- 6.25%
$152.78 - $166.59 $201K - $220K
19.8K $3.28M
SOXX
Ishares Semiconductor ETF

ETFs
-26
- 1.29%
$236.93 - $271.12 $6.16K - $7.05K
1.99K $538K
HDV
Ishares Core High Dividend ETF

ETFs
-82
- 0.62%
$118.16 - $123.66 $9.69K - $10.1K
13.1K $1.61M
IVW
Ishares S&P 500 Growth ETF

ETFs
-117
- 1.52%
$108.97 - $121.65 $12.7K - $14.2K
7.59K $916K
CYBR
Cyber Ark Software Ltd.

Technology
-66
- 4.26%
$374.8 - $491.1 $24.7K - $32.4K
1.48K $716K
VO
Vanguard Mid Cap ETF

ETFs
-238
- 2.11%
$279.83 - $293.74 $66.6K - $69.9K
11K $3.24M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-18
- 0.18%
$126.64 - $135.65 $2.28K - $2.44K
10.1K $1.37M
VTV
Vanguard Value ETF

ETFs
-161
- 1.29%
$175.51 - $186.57 $28.3K - $30K
12.3K $2.29M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-195
- 0.67%
$87.05 - $93.19 $17K - $18.2K
29.1K $2.71M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-140
- 1.63%
$139.82 - $155.45 $19.6K - $21.8K
8.44K $1.31M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-22
- 1.24%
$256.21 - $323.54 $5.64K - $7.12K
1.75K $558K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.44K
- 4.98%
$108.46 - $120.63 $156K - $174K
27.5K $3.26M
NEE
Nextera Energy Inc

Utilities
-12
- 0.05%
$69.77 - $77.54 $837 - $930
22.3K $1.68M
IVV
Ishares Core S&P 500 ETF

ETFs
-57
- 1.43%
$620.67 - $670.08 $35.4K - $38.2K
3.93K $2.63M
SPY
Spdr S&P 500 ETF Trust

ETFs
-95
- 1.98%
$617.65 - $666.84 $58.7K - $63.3K
4.72K $3.14M
VGT
Vanguard Information Technolog

ETFs
-129
- 3.99%
$656.44 - $753.15 $84.7K - $97.2K
3.1K $2.32M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-1.06K
- 0.56%
$23.97 - $25.5 $25.4K - $27K
187K $4.76M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.09K
- 3.77%
$98.99 - $112.2 $107K - $122K
27.7K $3.06M
ZETA
Zeta Global Holdings Corp.

Technology
-6.72K
- 8.22%
$14.0 - $22.08 $94.1K - $148K
75K $1.49M
VUG
Vanguard Growth ETF

ETFs
-387
- 3.62%
$433.97 - $484.08 $168K - $187K
10.3K $4.95M
XLV
Select Sector Spdr Fund Health

ETFs
-277
- 0.38%
$129.01 - $139.72 $35.7K - $38.7K
73.1K $10.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-214
- 1.54%
$546.99 - $602.2 $117K - $129K
13.7K $8.21M
FNDF
Schwab Fundamental Intl Large

ETFs
-4.4K
- 1.57%
$39.84 - $43.15 $175K - $190K
276K $11.9M
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
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email