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
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-25
- 5.12%
$50.82 - $52.7 $1.27K - $1.32K
463 $24K
MO
Altria Group, Inc.

Consumer Defensive
-93
- 12.0%
$50.81 - $60.02 $4.73K - $5.58K
682 $40K
Lam Research Corp Com New
-25.4K
- 84.68%
N/A
4.6K $0
Masterbrand Inc Common Stock
-112
- 99.12%
N/A
1 $0
Siriusxm Holdings Inc Common Stock
-5
- 2.24%
N/A
218 $0
Super Micro Computer Inc Com New
-1.19K
- 32.22%
N/A
2.5K $0
Gsk PLC Sponsored Adr
-160
- 40.0%
N/A
240 $0
Aurora Cannabis Inc Com
-17
- 89.47%
N/A
2 $0
XLB
Select Sector Spdr Fd Material

ETFs
-6
- 33.33%
$83.19 - $90.99 $499 - $546
12 $1K
EMBC
Embecta Corp.

Healthcare
-2
- 66.67%
$12.28 - $20.93 $24.6 - $41.9
1 $0
BP
Bp PLC

Energy
-100
- 11.56%
$29.93 - $35.31 $2.99K - $3.53K
765 $25K
Cava Group Inc Com
-120
- 21.05%
N/A
450 $0
TLRY
Tilray Brands, Inc.

Healthcare
-104
- 29.38%
$0.59 - $1.46 $61.4 - $152
250 $0
OGN
Organon & Co.

Healthcare
-29
- 7.23%
$14.29 - $16.41 $414 - $476
372 $5K
FE
Firstenergy Corp

Utilities
-10
- 52.63%
$37.95 - $43.5 $380 - $435
9 $0
Amplify Ai Powered Equity ETF
-195
- 8.15%
N/A
2.2K $0
Net Lease Office Properties Com
-3
- 2.86%
N/A
102 $0
QTUM
ETF Ser Solutions Defiance Qua
-108
- 67.5%
N/A
52 $0
WM
Waste Management Inc

Industrials
-25
- 10.87%
$200.54 - $233.78 $5.01K - $5.84K
205 $47K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-14
- 0.88%
$39.18 - $43.52 $549 - $609
1.58K $65K
XLE
Energy Sector Spdr

ETFs
-2
- 1.04%
$85.7 - $93.96 $171 - $188
190 $17K
HQH
Tekla Healthcare Investors

Financial Services
-66
- 1.13%
$16.23 - $18.27 $1.07K - $1.21K
5.77K $95K
CYBR
Cyber Ark Software Ltd.

Technology
-7
- 0.43%
$312.8 - $414.31 $2.19K - $2.9K
1.61K $544K
YUM
Yum Brands Inc

Consumer Cyclical
-159
- 12.29%
$123.25 - $162.53 $19.6K - $25.8K
1.14K $178K
IWD
Ishares Russell 1000 Val ETF

ETFs
-60
- 0.36%
$182.82 - $196.21 $11K - $11.8K
16.4K $3.06M
UBER
Uber Technologies, Inc

Technology
-238
- 11.88%
$63.17 - $81.49 $15K - $19.4K
1.77K $128K
GLD
Spdr Gold Trust

ETFs
-10
- 4.5%
$243.19 - $288.14 $2.43K - $2.88K
212 $61K
MPLX
Mplx LP

Energy
-225
- 6.14%
$47.88 - $54.65 $10.8K - $12.3K
3.44K $184K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-232
- 6.49%
$49.06 - $56.82 $11.4K - $13.2K
3.34K $185K
KXI
Ishares Tr Global Consumer Sta

ETFs
-216
- 2.87%
$58.57 - $64.8 $12.7K - $14K
7.31K $464K
EPD
Enterprise Products Partners L.P.

Energy
-170
- 2.47%
$31.75 - $34.14 $5.4K - $5.8K
6.73K $229K
VTV
Vanguard Value ETF

ETFs
-22
- 0.17%
$167.73 - $179.21 $3.69K - $3.94K
12.8K $2.19M
UNH
Unitedhealth Group Inc

Healthcare
-11
- 0.87%
$461.52 - $548.18 $5.08K - $6.03K
1.26K $658K
EEM
Ishares Msci Emerging Markets

ETFs
-16
- 0.15%
$40.81 - $45.34 $653 - $725
10.5K $458K
SBUX
Starbucks Corp

Consumer Cyclical
-10
- 0.29%
$91.75 - $115.81 $918 - $1.16K
3.49K $341K
CI
Cigna Corp

Healthcare
-24
- 3.88%
$274.49 - $329.0 $6.59K - $7.9K
595 $195K
IYH
Ishares Tr

ETFs
-180
- 0.88%
$58.32 - $62.76 $10.5K - $11.3K
20.2K $1.22M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-62
- 7.04%
$80.53 - $147.57 $4.99K - $9.15K
819 $108K
IYR
Ishares Tr

ETFs
-95
- 0.37%
$89.49 - $98.98 $8.5K - $9.4K
25.6K $2.42M
IEFA
Ishares Tr

ETFs
-121
- 1.55%
$69.57 - $78.65 $8.42K - $9.52K
7.66K $585K
ED
Consolidated Edison Inc

Utilities
-2.83K
- 16.69%
$88.0 - $110.59 $249K - $312K
14.1K $1.56M
KO
Coca Cola CO

Consumer Defensive
-278
- 3.52%
$60.81 - $72.32 $16.9K - $20.1K
7.62K $545K
DE
Deere & CO

Industrials
-12
- 0.87%
$408.57 - $509.27 $4.9K - $6.11K
1.37K $644K
DVY
Ishares Tr

ETFs
-351
- 0.47%
$128.58 - $138.1 $45.1K - $48.5K
73.6K $9.77M
CSCO
Cisco Systems, Inc.

Technology
-72
- 0.27%
$58.74 - $64.87 $4.23K - $4.67K
26.2K $1.62M
HDV
Ishares Core High Dividend ETF

ETFs
-136
- 0.89%
$110.86 - $121.12 $15.1K - $16.5K
15.1K $1.8M
T
At&T Inc.

Communication Services
-229
- 1.16%
$21.56 - $28.28 $4.94K - $6.48K
19.6K $553K
FNDF
Schwab Fundamental Intl Large

ETFs
-6.25K
- 1.97%
$32.9 - $37.45 $206K - $234K
311K $11.3M
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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