Soa Wealth Advisors, Llc. Sells in Q1 2025

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
-500
- 8.87%
$11.18 - $18.03 $5.59K - $9.02K
5.13K $60K
GM
General Motors CO

Consumer Cyclical
-149
- 5.66%
$45.22 - $54.92 $6.74K - $8.18K
2.48K $116K
BA
Boeing CO

Industrials
-60
- 3.31%
$148.15 - $186.25 $8.89K - $11.2K
1.75K $298K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-136
- 17.0%
$122.03 - $134.83 $16.6K - $18.3K
664 $81K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-410
- 87.05%
$46.06 - $49.24 $18.9K - $20.2K
61 $2K
NEE
Nextera Energy Inc

Utilities
-9
- 0.04%
$66.96 - $76.16 $603 - $685
21.8K $1.54M
ABNB
Airbnb, Inc.

Consumer Cyclical
-110
- 30.39%
$119.38 - $161.42 $13.1K - $17.8K
252 $30K
DEO
Diageo PLC

Consumer Defensive
-19
- 3.05%
$104.79 - $126.12 $1.99K - $2.4K
603 $63K
RY
Royal Bank Of Canada

Financial Services
-42
- 2.85%
$108.81 - $123.4 $4.57K - $5.18K
1.43K $161K
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.27K
- 3.24%
$78.54 - $84.86 $99.4K - $107K
37.8K $3.07M
BBY
Best Buy CO Inc

Consumer Cyclical
-14
- 1.42%
$70.3 - $91.1 $984 - $1.28K
975 $71K
VZ
Verizon Communications Inc

Communication Services
-1.24K
- 14.83%
$37.81 - $46.49 $46.8K - $57.6K
7.12K $322K
CLX
Clorox CO

Consumer Defensive
-65
- 77.38%
$141.76 - $162.89 $9.21K - $10.6K
19 $2K
KMB
Kimberly Clark Corp

Consumer Defensive
-81
- 77.88%
$124.46 - $147.4 $10.1K - $11.9K
23 $3K
PEP
Pepsico Inc

Consumer Defensive
-1
- 0.02%
$142.64 - $156.42 $143 - $156
4.62K $691K
STAG
Stag Industrial, Inc.

Real Estate
-430
- 14.08%
$32.39 - $37.07 $13.9K - $15.9K
2.62K $94K
SWBI
Smith & Wesson Brands, Inc.

Industrials
-809
- 50.59%
$9.32 - $11.16 $7.54K - $9.03K
790 $7K
PRU
Prudential Financial Inc

Financial Services
-37
- 7.58%
$105.04 - $122.33 $3.89K - $4.53K
451 $50K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-53
- 1.26%
$126.11 - $135.06 $6.68K - $7.16K
4.16K $531K
APD
Air Products & Chemicals, Inc.

Basic Materials
-24
- 8.08%
$283.24 - $338.07 $6.8K - $8.11K
273 $80K
DRIV
Global X Fds Global X Autonomo

ETFs
-45
- 2.05%
$21.14 - $24.23 $951 - $1.09K
2.15K $45K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-415
- 1.45%
$10.53 - $11.08 $4.37K - $4.6K
28.1K $301K
AFL
Aflac Inc

Financial Services
-50
- 83.33%
$100.99 - $111.19 $5.05K - $5.56K
10 $1K
QUBT
Quantum Computing Inc.

Technology
-291
- 86.09%
$4.46 - $18.76 $1.3K - $5.46K
47 $0
XLY
Select Sector Spdr Consumer Di

ETFs
-2
- 1.36%
$192.6 - $233.2 $385 - $466
145 $28K
IBB
Ishares Biotechnology ETF

ETFs
-24
- 3.03%
$127.9 - $140.56 $3.07K - $3.37K
768 $100K
GIS
General Mills Inc

Consumer Defensive
-50
- 24.51%
$57.56 - $65.3 $2.88K - $3.27K
154 $9K
DOW
Dow Inc.

Basic Materials
-100
- 68.03%
$34.36 - $41.92 $3.44K - $4.19K
47 $1K
QBTS
D Wave Quantum Inc.

Technology
-390
- 60.75%
$3.83 - $11.18 $1.49K - $4.36K
252 $1K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-128
- 12.79%
$11.76 - $15.2 $1.51K - $1.95K
873 $10K
VTRS
Viatris Inc

Healthcare
-4
- 0.53%
$8.68 - $12.42 $34.7 - $49.7
749 $6K
VHT
Vanguard Health Care ETF

ETFs
-28
- 5.48%
$254.06 - $273.83 $7.11K - $7.67K
483 $126K
DKNG
Draft Kings Inc.

Consumer Cyclical
-66
- 77.65%
$33.21 - $53.49 $2.19K - $3.53K
19 $0
ICF
Ishares Tr

ETFs
-572
- 1.1%
$57.98 - $63.8 $33.2K - $36.5K
51.4K $3.13M
LCID
Lucid Group, Inc.

Consumer Cyclical
-790
- 79.0%
$2.03 - $3.48 $1.6K - $2.75K
210 $0
KHC
Kraft Heinz CO

Consumer Defensive
-100
- 65.36%
$28.51 - $32.22 $2.85K - $3.22K
53 $1K
DUK
Duke Energy Corp

Utilities
-49
- 19.29%
$105.87 - $121.97 $5.19K - $5.98K
205 $25K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-22
- 36.07%
$91.45 - $91.75 $2.01K - $2.02K
39 $3K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-21
- 34.43%
$97.25 - $104.79 $2.04K - $2.2K
40 $4K
KD
Kyndryl Holdings, Inc.

Technology
-30
- 12.0%
$31.32 - $43.45 $940 - $1.3K
220 $6K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-38
- 1.91%
$81.83 - $82.73 $3.11K - $3.14K
1.95K $161K
CTVA
Corteva, Inc.

Basic Materials
-43
- 29.66%
$55.94 - $66.15 $2.41K - $2.84K
102 $6K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-49
- 1.34%
$18.01 - $18.31 $882 - $897
3.6K $64K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-38
- 1.85%
$105.1 - $109.61 $3.99K - $4.17K
2.01K $218K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-16
- 33.33%
$40.03 - $46.81 $640 - $749
32 $1K
EXC
Exelon Corp

Utilities
-163
- 20.25%
$37.3 - $46.08 $6.08K - $7.51K
642 $29K
FANG
Diamondback Energy, Inc.

Energy
-1
- 0.63%
$139.9 - $180.18 $140 - $180
158 $25K
IWC
Russell Micro Cap ETF

ETFs
-6
- 35.29%
$110.91 - $133.46 $665 - $801
11 $1K
PENN
Penn National Gaming Inc

Consumer Cyclical
-30
- 41.1%
$16.23 - $22.73 $487 - $682
43 $0
Activity Summary
Buys All Purchases 307 New Holdings 46 Increased Positions 261 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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