Soa Wealth Advisors, Llc. Sells in Q2 2025

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
-1.01K
- 46.64%
$88.76 - $105.77 $89.3K - $106K
1.15K $113K
EEM
Ishares Msci Emerging Markets

ETFs
-3.3K
- 31.5%
$38.52 - $48.28 $127K - $159K
7.18K $346K
FNDF
Schwab Fundamental Intl Large

ETFs
-30.3K
- 9.76%
$32.25 - $40.02 $978K - $1.21M
280K $11.2M
VB
Vanguard Small Cap ETF

ETFs
-1.23K
- 10.09%
$193.73 - $237.37 $239K - $293K
11K $2.6M
IYH
Ishares Tr

ETFs
-297
- 1.47%
$53.97 - $60.17 $16K - $17.9K
19.9K $1.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-830
- 19.93%
$114.78 - $133.31 $95.3K - $111K
3.33K $444K
MRK
Merck & Co., Inc.

Healthcare
-37
- 0.49%
$73.47 - $87.12 $2.72K - $3.22K
7.52K $594K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-2.83K
- 83.16%
$25.96 - $30.99 $73.5K - $87.7K
573 $17K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-3K
- 7.03%
$13.25 - $14.85 $39.8K - $44.6K
39.7K $566K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.86K
- 4.24%
$29.0 - $30.68 $53.9K - $57K
42K $1.29M
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.22K
- 45.2%
$50.06 - $80.8 $61.1K - $98.6K
1.48K $119K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-671
- 12.58%
$72.02 - $73.82 $48.3K - $49.5K
4.66K $343K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-5.04K
- 17.91%
$9.73 - $11.03 $49K - $55.6K
23.1K $254K
HQH
Tekla Healthcare Investors

Financial Services
-2.5K
- 43.32%
$14.14 - $16.32 $35.4K - $40.8K
3.27K $50K
FDX
Fedex Corp

Industrials
-173
- 69.48%
$198.07 - $245.17 $34.3K - $42.4K
76 $17K
WM
Waste Management Inc

Industrials
-182
- 88.78%
$216.47 - $242.1 $39.4K - $44.1K
23 $5K
SBUX
Starbucks Corp

Consumer Cyclical
-192
- 5.5%
$79.69 - $99.41 $15.3K - $19.1K
3.3K $302K
GILD
Gilead Sciences, Inc.

Healthcare
-330
- 26.23%
$96.91 - $113.0 $32K - $37.3K
928 $102K
AMGN
Amgen Inc

Healthcare
-55
- 8.76%
$262.28 - $309.85 $14.4K - $17K
573 $159K
BBY
Best Buy CO Inc

Consumer Cyclical
-424
- 43.49%
$56.17 - $75.73 $23.8K - $32.1K
551 $36K
APP
App Lovin Corp

Technology
-171
- 60.42%
$219.37 - $417.89 $37.5K - $71.5K
112 $39K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-466
- 5.68%
$114.16 - $129.6 $53.2K - $60.4K
7.74K $998K
CRM
Salesforce, Inc.

Technology
-138
- 11.07%
$236.26 - $291.15 $32.6K - $40.2K
1.11K $302K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-394
- 17.86%
$75.05 - $77.34 $29.6K - $30.5K
1.81K $140K
TFC
Truist Financial Corp

Financial Services
-779
- 27.26%
$34.79 - $42.99 $27.1K - $33.5K
2.08K $89K
EFV
Msci Eafe Value ETF

ETFs
-733
- 16.45%
$52.4 - $64.65 $38.4K - $47.4K
3.72K $236K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-602
- 98.21%
$39.89 - $49.46 $24K - $29.8K
11 $0
IBB
Ishares Biotechnology ETF

ETFs
-186
- 24.22%
$112.02 - $129.0 $20.8K - $24K
582 $73K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-24
- 0.24%
$22.66 - $26.12 $544 - $627
10K $245K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-1.22K
- 13.75%
$41.76 - $49.03 $50.8K - $59.7K
7.64K $374K
CMCSA
Comcast Corp

Communication Services
-599
- 13.69%
$32.84 - $36.72 $19.7K - $22K
3.78K $134K
TXN
Texas Instruments Inc

Technology
-135
- 4.8%
N/A
2.68K $521K
NKE
Nike, Inc.

Consumer Cyclical
-923
- 17.19%
$53.27 - $72.04 $49.2K - $66.5K
4.45K $315K
AEP
American Electric Power CO Inc

Utilities
-186
- 22.82%
$98.59 - $109.11 $18.3K - $20.3K
629 $65K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-116
- 95.08%
$171.4 - $227.1 $19.9K - $26.3K
6 $1K
CI
Cigna Corp

Healthcare
-67
- 11.26%
$301.89 - $340.04 $20.2K - $22.8K
528 $174K
CVS
Cvs Health Corp

Healthcare
-303
- 46.05%
$60.04 - $70.18 $18.2K - $21.3K
355 $24K
STAG
Stag Industrial, Inc.

Real Estate
-536
- 20.43%
$30.08 - $37.02 $16.1K - $19.8K
2.09K $75K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-166
- 7.37%
$468.22 - $566.51 $77.7K - $94K
2.09K $1.18M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-571
- 17.68%
$41.55 - $46.04 $23.7K - $26.3K
2.66K $122K
PFE
Pfizer Inc

Healthcare
-372
- 4.53%
$21.59 - $24.84 $8.03K - $9.24K
7.84K $190K
TPR
Tapestry, Inc.

Consumer Cyclical
-213
- 99.53%
$60.6 - $87.81 $12.9K - $18.7K
1 $0
ADBE
Adobe Inc.

Technology
-40
- 8.46%
$340.0 - $420.68 $13.6K - $16.8K
433 $167K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.39K
- 2.65%
$16.93 - $17.81 $23.5K - $24.7K
51.1K $909K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
-280
- 32.3%
$60.05 - $75.31 $16.8K - $21.1K
587 $44K
YUM
Yum Brands Inc

Consumer Cyclical
-21
- 1.85%
$138.36 - $161.45 $2.91K - $3.39K
1.11K $165K
ADP
Automatic Data Processing Inc

Industrials
-46
- 12.57%
$276.76 - $326.81 $12.7K - $15K
320 $98K
DDM
Proshares Ultra Dow30

ETFs
-334
- 14.09%
$73.05 - $98.03 $24.4K - $32.7K
2.04K $199K
HPE
Hewlett Packard Enterprise CO

Technology
-954
- 70.2%
$12.51 - $20.45 $11.9K - $19.5K
405 $8K
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
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