Soa Wealth Advisors, Llc. Reduced Holdings in Q2 2025

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CELH
Celsius Holdings, Inc.

Consumer Defensive
-262
- 6.55%
$33.89 - $46.39 $8.88K - $12.2K
3.74K $173K
COIN
Coinbase Global, Inc.

Technology
-27
- 11.84%
$151.47 - $375.07 $4.09K - $10.1K
201 $70K
XLF
Financial Sector Spdr

ETFs
-533
- 2.79%
$43.92 - $52.37 $23.4K - $27.9K
18.6K $972K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-593
- 19.23%
$179.95 - $278.88 $107K - $165K
2.49K $694K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-519
- 3.77%
$22.27 - $29.21 $11.6K - $15.2K
13.3K $387K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-107
- 0.58%
$37.24 - $41.76 $3.98K - $4.47K
18.5K $770K
VO
Vanguard Mid Cap ETF

ETFs
-783
- 6.5%
$228.54 - $279.83 $179K - $219K
11.3K $3.15M
SPGI
S&P Global Inc.

Financial Services
-462
- 2.95%
$438.31 - $527.29 $202K - $244K
15.2K $8.02M
CSCO
Cisco Systems, Inc.

Technology
-1.99K
- 7.59%
$53.19 - $69.38 $106K - $138K
24.2K $1.68M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 4.35%
$4164.15 - $5789.24 $12.5K - $17.4K
66 $382K
BAC
Bank Of America Corp

Financial Services
-317
- 2.13%
$34.39 - $47.46 $10.9K - $15K
14.6K $688K
SOXX
Ishares Semiconductor ETF

ETFs
-168
- 7.7%
$154.86 - $239.07 $26K - $40.2K
2.01K $480K
CYBR
Cyber Ark Software Ltd.

Technology
-63
- 3.91%
$305.98 - $406.88 $19.3K - $25.6K
1.55K $629K
XLK
Technology Sector Spdr

ETFs
-91
- 3.96%
$179.73 - $253.23 $16.4K - $23K
2.21K $559K
IGM
Ishares Expanded Tech Sector E

ETFs
-139
- 2.41%
$79.8 - $112.34 $11.1K - $15.6K
5.64K $633K
IVV
Ishares Core S&P 500 ETF

ETFs
-243
- 5.75%
$498.8 - $620.9 $121K - $151K
3.99K $2.47M
DIS
Walt Disney CO

Communication Services
-897
- 9.79%
$81.72 - $124.01 $73.3K - $111K
8.27K $1.02M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-35
- 0.28%
$91.62 - $116.16 $3.21K - $4.07K
12.6K $1.47M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-255
- 0.86%
$73.02 - $90.22 $18.6K - $23K
29.3K $2.61M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-5.1K
- 2.64%
$21.49 - $24.4 $110K - $124K
188K $4.58M
GS
Goldman Sachs Group Inc

Financial Services
-32
- 2.06%
$462.22 - $707.75 $14.8K - $22.6K
1.52K $1.08M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-914
- 1.04%
$38.29 - $44.77 $35K - $40.9K
87.1K $3.9M
GOOGL
Alphabet Inc.

Communication Services
-6.05K
- 9.91%
$144.7 - $178.6 $875K - $1.08M
54.9K $9.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.17%
$496.48 - $617.85 $3.97K - $4.94K
4.81K $2.97M
WMT
Walmart Inc.

Consumer Defensive
-194
- 0.64%
$81.79 - $99.98 $15.9K - $19.4K
30K $2.93M
VGT
Vanguard Information Technolog

ETFs
-73
- 2.21%
$470.37 - $663.28 $34.3K - $48.4K
3.23K $2.14M
MLM
Martin Marietta Materials Inc

Basic Materials
-189
- 2.7%
$452.51 - $568.19 $85.5K - $107K
6.81K $3.74M
EFG
Msci Eafe Growth ETF

ETFs
-129
- 0.31%
$89.8 - $112.0 $11.6K - $14.4K
41.7K $4.67M
HWM
Howmet Aerospace Inc.

Industrials
-370
- 3.67%
$112.33 - $186.13 $41.6K - $68.9K
9.7K $1.81M
RACE
Ferrari N.V.

Consumer Cyclical
-77
- 0.79%
$397.86 - $499.02 $30.6K - $38.4K
9.7K $4.76M
TDIV
First Trust Nasdaq Technology

ETFs
-7.95K
- 8.29%
$64.41 - $90.17 $512K - $717K
87.9K $7.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-454
- 3.17%
$416.06 - $551.64 $189K - $250K
13.9K $7.66M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.81K
- 6.16%
$167.32 - $223.3 $804K - $1.07M
73.3K $16.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-133
- 0.62%
$320.42 - $424.58 $42.6K - $56.5K
21.4K $9.02M
AVGO
Broadcom Inc.

Technology
-1.8K
- 9.88%
$146.29 - $275.65 $263K - $496K
16.4K $4.53M
JPM
Jpmorgan Chase & CO

Financial Services
-725
- 1.63%
$210.28 - $289.91 $152K - $210K
43.7K $12.7M
NOW
Service Now, Inc.

Technology
-810
- 6.12%
$721.65 - $1040.18 $585K - $843K
12.4K $12.8M
NVDA
Nvidia Corp

Technology
-3.61K
- 2.26%
$94.31 - $157.99 $341K - $571K
156K $24.7M
MSFT
Microsoft Corp

Technology
-2.82K
- 2.22%
$354.56 - $497.45 $998K - $1.4M
124K $61.7M
Activity Summary
Buys All Purchases 326 New Holdings 64 Increased Positions 262 Sells All Sells 241 Reductions 240 Sold out 1 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