Soa Wealth Advisors, Llc. Sells in Q3 2025

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-444
- 4.47%
$291.67 - $316.99 $130K - $141K
9.48K $2.88M
T
At&T Inc.

Communication Services
-118
- 0.6%
$26.94 - $29.62 $3.18K - $3.5K
19.5K $551K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-155
- 67.39%
$102.17 - $110.66 $15.8K - $17.2K
75 $8K
TFC
Truist Financial Corp

Financial Services
-424
- 20.39%
$42.83 - $47.07 $18.2K - $20K
1.66K $75K
CHTR
Charter Communications, Inc.

Communication Services
-6
- 7.06%
$256.57 - $418.22 $1.54K - $2.51K
79 $21K
BOTZ
Global X Fds

ETFs
-430
- 53.62%
$32.14 - $35.96 $13.8K - $15.5K
372 $13K
EMB
Ishares Tr

ETFs
-145
- 97.32%
$91.52 - $95.59 $13.3K - $13.9K
4 $0
PFE
Pfizer Inc

Healthcare
-808
- 10.3%
$23.29 - $25.88 $18.8K - $20.9K
7.04K $179K
XLF
Financial Sector Spdr

ETFs
-691
- 3.72%
$51.37 - $54.25 $35.5K - $37.5K
17.9K $962K
IWN
Ishares Russell2000 Val ETF

ETFs
-107
- 21.15%
$157.1 - $178.94 $16.8K - $19.1K
399 $70K
SON
Sonoco Products CO

Consumer Cyclical
-197
- 44.67%
$42.77 - $48.68 $8.43K - $9.59K
244 $10K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-11
- 12.36%
$366.54 - $479.53 $4.03K - $5.27K
78 $30K
PHG
Koninklijke Philips Nv

Healthcare
-526
- 36.38%
$23.84 - $28.62 $12.5K - $15.1K
920 $25K
IBB
Ishares Biotechnology ETF

ETFs
-128
- 21.99%
$127.63 - $144.37 $16.3K - $18.5K
454 $65K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-235
- 8.57%
$82.96 - $95.7 $19.5K - $22.5K
2.51K $224K
FDX
Fedex Corp

Industrials
-36
- 47.37%
$217.1 - $243.2 $7.82K - $8.76K
40 $9K
UL
Unilever PLC

Consumer Defensive
-94
- 9.83%
$58.43 - $65.01 $5.49K - $6.11K
862 $51K
EXC
Exelon Corp

Utilities
-164
- 25.39%
$42.73 - $45.54 $7.01K - $7.47K
482 $21K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-551
- 62.33%
$12.48 - $14.83 $6.88K - $8.17K
333 $4K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-112
- 5.37%
$567.09 - $607.37 $63.5K - $68K
1.97K $1.18M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-187
- 9.13%
$58.7 - $62.94 $11K - $11.8K
1.86K $115K
IEF
Ishares Barclays

ETFs
-64
- 8.31%
$93.91 - $97.26 $6.01K - $6.22K
706 $68K
VB
Vanguard Small Cap ETF

ETFs
-766
- 6.97%
$237.58 - $259.17 $182K - $199K
10.2K $2.6M
VNQ
Vanguard Specialized Funds Van

ETFs
-54
- 19.22%
$88.47 - $93.24 $4.78K - $5.03K
227 $20K
BBY
Best Buy CO Inc

Consumer Cyclical
-127
- 23.05%
$64.12 - $78.46 $8.14K - $9.96K
424 $32K
VKTX
Viking Therapeutics, Inc.

Healthcare
-150
- 37.5%
$23.09 - $42.09 $3.46K - $6.31K
250 $6K
HPQ
Hp Inc

Technology
-133
- 88.08%
$24.45 - $29.35 $3.25K - $3.9K
18 $0
IAT
Ishares Tr

ETFs
-188
- 8.14%
$48.92 - $54.5 $9.2K - $10.2K
2.12K $111K
MRNA
Moderna, Inc.

Healthcare
-38
- 20.65%
$23.51 - $34.67 $893 - $1.32K
146 $3K
KRE
Spdr S&P Regional Banking ETF

ETFs
-151
- 7.89%
$58.82 - $66.17 $8.88K - $9.99K
1.76K $111K
CLX
Clorox CO

Consumer Defensive
-14
- 70.0%
$117.67 - $131.43 $1.65K - $1.84K
6 $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-20
- 1.1%
$82.38 - $83.0 $1.65K - $1.66K
1.81K $149K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-64
- 4.03%
$40.94 - $42.85 $2.62K - $2.74K
1.52K $64K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-143
- 38.86%
$20.09 - $29.42 $2.87K - $4.21K
225 $6K
SCHW
Schwab Charles Corp

Financial Services
-115
- 4.61%
$91.03 - $98.69 $10.5K - $11.3K
2.38K $226K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-2
- 10.0%
$185.65 - $214.38 $371 - $429
18 $3K
QUBT
Quantum Computing Inc.

Technology
-50
- 51.55%
$14.33 - $23.27 $717 - $1.16K
47 $0
KHC
Kraft Heinz CO

Consumer Defensive
-32
- 34.41%
$25.63 - $28.94 $820 - $926
61 $1K
Amplify Ai Powered Equity ETF
-18
- 0.82%
N/A
2.18K $0
Cava Group Inc Com
-480
- 90.57%
N/A
50 $0
Net Lease Office Properties Com
-1
- 1.01%
N/A
98 $0
Gsk PLC Sponsored Adr
-280
- 33.14%
N/A
565 $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-216
- 7.55%
N/A
2.65K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-736
- 16.16%
N/A
3.82K $0
Grayscale Bitcoin Mini Trust ETF
-107
- 19.89%
N/A
431 $0
VCR
Vanguard Consumer Discretionar

ETFs
-37
- 8.69%
$359.61 - $401.35 $13.3K - $14.8K
389 $154K
Solventum Corp Com Shs
-31
- 5.6%
N/A
523 $0
TSLL
Direxion Shs ETF Tr Daily Tsla
-1.4K
- 19.49%
N/A
5.78K $0
CRK
Comstock Resources Inc

Energy
-5
- 45.45%
$15.03 - $25.26 $75.1 - $126
6 $0
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
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