Soa Wealth Advisors, Llc. Sells in Q4 2024

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZETA
Zeta Global Holdings Corp.

Technology
-6.35K
- 5.72%
$17.37 - $36.74 $110K - $233K
105K $1.88M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-8.69K
- 14.43%
$118.0 - $127.04 $1.03M - $1.1M
51.6K $6.27M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.31K
- 1.78%
$75.65 - $83.47 $98.8K - $109K
72K $5.48M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.98K
- 42.34%
$288.47 - $316.54 $571K - $627K
2.7K $782K
ED
Consolidated Edison Inc

Utilities
-3.22K
- 15.98%
$88.87 - $107.38 $286K - $346K
16.9K $1.51M
DGRO
Ishares Core Dividend Growth E

ETFs
-5.28K
- 2.89%
$60.73 - $64.94 $321K - $343K
177K $10.9M
DVY
Ishares Tr

ETFs
-2.06K
- 2.71%
$129.55 - $143.41 $266K - $295K
73.9K $9.71M
MSFT
Microsoft Corp

Technology
-150
- 0.36%
$406.35 - $454.46 $61K - $68.2K
41.8K $17.6M
ORCL
Oracle Corp

Technology
-1.73K
- 5.5%
$165.41 - $192.43 $286K - $333K
29.7K $4.95M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.06K
- 1.81%
$134.53 - $150.65 $142K - $159K
57.4K $7.77M
JNJ
Johnson & Johnson

Healthcare
-903
- 10.85%
$143.34 - $165.86 $129K - $150K
7.42K $1.07M
IYR
Ishares Tr

ETFs
-321
- 1.23%
$90.74 - $102.87 $29.1K - $33K
25.7K $2.39M
IWD
Ishares Russell 1000 Val ETF

ETFs
-796
- 4.6%
$183.23 - $199.79 $146K - $159K
16.5K $3.06M
MRK
Merck & Co., Inc.

Healthcare
-994
- 11.6%
$96.31 - $114.76 $95.7K - $114K
7.57K $753K
IYH
Ishares Tr

ETFs
-217
- 1.05%
$57.53 - $65.24 $12.5K - $14.2K
20.4K $1.19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-766
- 2.44%
$113.92 - $127.38 $87.3K - $97.6K
30.6K $3.53M
VTV
Vanguard Value ETF

ETFs
-433
- 3.26%
$168.32 - $181.87 $72.9K - $78.7K
12.9K $2.18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.15K
- 3.24%
$61.68 - $67.87 $133K - $146K
64.2K $4M
VGT
Vanguard Information Technolog

ETFs
-431
- 11.13%
$571.78 - $647.97 $246K - $279K
3.44K $2.14M
PEP
Pepsico Inc

Consumer Defensive
-286
- 5.83%
$151.29 - $176.1 $43.3K - $50.4K
4.62K $701K
ABBV
Abb Vie Inc.

Healthcare
-479
- 34.74%
$164.99 - $203.87 $79K - $97.7K
900 $159K
NKE
Nike, Inc.

Consumer Cyclical
-493
- 8.52%
$73.36 - $89.13 $36.2K - $43.9K
5.29K $400K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-190
- 7.78%
$563.99 - $620.12 $107K - $118K
2.25K $1.28M
YUM
Yum Brands Inc

Consumer Cyclical
-723
- 35.85%
$130.36 - $139.54 $94.3K - $101K
1.29K $173K
IAT
Ishares Tr

ETFs
-2.38K
- 48.35%
$46.07 - $56.9 $110K - $136K
2.55K $128K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-812
- 47.96%
$82.28 - $117.52 $66.8K - $95.4K
881 $74K
UNH
Unitedhealth Group Inc

Healthcare
-6
- 0.47%
$485.52 - $625.25 $2.91K - $3.75K
1.27K $641K
IVE
Ishares S&P 500 Value ETF

ETFs
-305
- 4.17%
$189.5 - $206.17 $57.8K - $62.9K
7.01K $1.34M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 0.48%
$501.29 - $612.85 $2.51K - $3.06K
1.03K $535K
KRE
Spdr S&P Regional Banking ETF

ETFs
-1.93K
- 47.82%
$54.6 - $68.9 $105K - $133K
2.11K $127K
MU
Micron Technology Inc

Technology
-898
- 75.53%
$84.16 - $113.41 $75.6K - $102K
291 $24K
NUE
Nucor Corp

Basic Materials
-550
- 64.03%
$115.78 - $167.74 $63.7K - $92.3K
309 $36K
HDV
Ishares Core High Dividend ETF

ETFs
-41
- 0.27%
$110.82 - $121.28 $4.54K - $4.97K
15.2K $1.71M
HD
Home Depot, Inc.

Consumer Cyclical
-66
- 1.91%
$385.02 - $431.37 $25.4K - $28.5K
3.39K $1.32M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.37K
- 2.71%
$107.41 - $115.71 $147K - $158K
49.1K $5.41M
IEMG
Ishares Inc

ETFs
-1.32K
- 3.92%
N/A
32.4K $1.74M
IEFA
Ishares Tr

ETFs
-76
- 0.97%
$70.06 - $77.43 $5.32K - $5.88K
7.79K $547K
XLV
Select Sector Spdr Fund Health

ETFs
-70
- 2.16%
$136.28 - $154.74 $9.54K - $10.8K
3.18K $436K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-534
- 40.03%
$120.76 - $140.58 $64.5K - $75.1K
800 $102K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-479
- 12.54%
$96.64 - $101.23 $46.3K - $48.5K
3.34K $323K
ABT
Abbott Laboratories

Healthcare
-446
- 52.59%
$111.93 - $119.39 $49.9K - $53.2K
402 $45K
CI
Cigna Corp

Healthcare
-12
- 1.9%
$265.59 - $358.58 $3.19K - $4.3K
619 $170K
IBM
International Business Machines Corp

Technology
-201
- 6.4%
$204.9 - $238.04 $41.2K - $47.8K
2.94K $646K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.93K
- 11.34%
$44.28 - $51.47 $85.6K - $99.5K
15.1K $716K
PKB
Invesco Exchange Traded Fd Tr

ETFs
-358
- 6.98%
$75.72 - $88.37 $27.1K - $31.6K
4.77K $361K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-3.88K
- 49.19%
$10.26 - $11.26 $39.8K - $43.7K
4.01K $41K
PFE
Pfizer Inc

Healthcare
-726
- 7.21%
$24.8 - $30.19 $18K - $21.9K
9.34K $247K
DIS
Walt Disney CO

Communication Services
-1.97K
- 16.9%
$92.39 - $117.6 $182K - $232K
9.71K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
-112
- 2.79%
$161.05 - $179.7 $18K - $20.1K
3.9K $654K
Activity Summary
Buys All Purchases 329 New Holdings 77 Increased Positions 252 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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