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
SONY
Sony Group Corp

Technology
-480
- 77.67%
$21.24 - $26.88 $10.2K - $12.9K
138 $3K
UNM
Unum Group

Financial Services
-153
- 78.06%
$70.48 - $82.91 $10.8K - $12.7K
43 $3K
GM
General Motors CO

Consumer Cyclical
-357
- 14.38%
$42.48 - $50.46 $15.2K - $18K
2.13K $104K
CL
Colgate Palmolive CO

Consumer Defensive
-52
- 2.36%
$87.57 - $96.0 $4.55K - $4.99K
2.16K $195K
BA
Boeing CO

Industrials
-377
- 21.51%
$136.59 - $217.51 $51.5K - $82K
1.38K $288K
OSK
Oshkosh Corp

Industrials
-301
- 23.74%
$79.17 - $113.62 $23.8K - $34.2K
967 $109K
PSX
Phillips 66

Energy
-80
- 47.9%
$92.87 - $125.73 $7.43K - $10.1K
87 $10K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-127
- 6.5%
$82.21 - $83.12 $10.4K - $10.6K
1.83K $151K
INTC
Intel Corp

Technology
-255
- 1.77%
$18.13 - $22.69 $4.62K - $5.79K
14.2K $317K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-756
- 32.73%
$10.78 - $11.28 $8.15K - $8.53K
1.55K $17K
CB
Chubb LTD

Financial Services
-21
- 15.79%
$274.32 - $302.46 $5.76K - $6.35K
112 $32K
NEM
Newmont Corp

Basic Materials
-217
- 42.14%
$44.18 - $59.46 $9.59K - $12.9K
298 $17K
WTRG
Essential Utilities, Inc.

Utilities
-158
- 35.99%
$36.92 - $41.39 $5.83K - $6.54K
281 $10K
AON
Aon PLC

Financial Services
-12
- 17.14%
$335.85 - $398.81 $4.03K - $4.79K
58 $20K
NUE
Nucor Corp

Basic Materials
-71
- 22.9%
$103.22 - $131.43 $7.33K - $9.33K
239 $30K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-135
- 29.16%
$51.1 - $53.29 $6.9K - $7.19K
328 $17K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-116
- 99.15%
N/A
1 $0
TT
Trane Technologies PLC

Industrials
-24
- 77.42%
$315.21 - $437.41 $7.57K - $10.5K
7 $3K
POOL
Pool Corp

Industrials
-2
- 0.84%
$285.0 - $325.66 $570 - $651
237 $69K
ZM
Zoom Video Communications, Inc.

Technology
-100
- 87.72%
$66.7 - $84.62 $6.67K - $8.46K
14 $1K
EA
Electronic Arts Inc.

Communication Services
-66
- 24.72%
$132.53 - $159.7 $8.75K - $10.5K
201 $32K
F
Ford Motor CO

Consumer Cyclical
-600
- 85.71%
$8.69 - $10.85 $5.21K - $6.51K
100 $1K
AIZ
Assurant, Inc.

Financial Services
-26
- 76.47%
$179.73 - $211.56 $4.67K - $5.5K
8 $1K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2
- 2.2%
$421.16 - $509.5 $842 - $1.02K
89 $39K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.31K
- 8.17%
$74.88 - $91.97 $173K - $213K
26K $2.39M
KRE
Spdr S&P Regional Banking ETF

ETFs
-192
- 9.11%
$48.81 - $59.48 $9.37K - $11.4K
1.92K $113K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.51K
- 4.97%
$90.56 - $109.49 $137K - $165K
28.9K $3.16M
MSTR
Microstrategy Inc

Technology
-47
- 36.72%
$237.95 - $421.61 $11.2K - $19.8K
81 $32K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-31
- 60.78%
$160.22 - $209.35 $4.97K - $6.49K
20 $4K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-164
- 17.92%
$20.16 - $23.26 $3.31K - $3.81K
751 $16K
OGN
Organon & Co.

Healthcare
-187
- 50.27%
$8.04 - $14.72 $1.5K - $2.75K
185 $1K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-381
- 35.15%
$10.59 - $11.48 $4.03K - $4.37K
703 $8K
PARA
Paramount Global

Communication Services
-400
- 83.51%
$10.65 - $12.9 $4.26K - $5.16K
79 $1K
RJF
Raymond James Financial Inc

Financial Services
-31
- 91.18%
$123.65 - $153.88 $3.83K - $4.77K
3 $0
HSY
Hershey CO

Consumer Defensive
-23
- 76.67%
$151.29 - $173.13 $3.48K - $3.98K
7 $1K
AMCR
Amcor PLC

Consumer Cyclical
-313
- 82.59%
$8.57 - $9.81 $2.68K - $3.07K
66 $0
IAT
Ishares Tr

ETFs
-236
- 9.27%
$39.71 - $49.55 $9.37K - $11.7K
2.31K $114K
FXI
Ishares Tr

ETFs
-82
- 18.18%
$29.59 - $37.41 $2.43K - $3.07K
369 $13K
ELV
Elevance Health, Inc.

Healthcare
-5
- 71.43%
$372.27 - $452.69 $1.86K - $2.26K
2 $0
CMI
Cummins Inc

Industrials
-13
- 13.4%
$267.12 - $336.65 $3.47K - $4.38K
84 $27K
AAL
American Airlines Group Inc.

Industrials
-280
- 4.86%
N/A
5.48K $60K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-155
- 50.0%
$18.34 - $24.56 $2.84K - $3.81K
155 $3K
DHR
Danaher Corp

Healthcare
-5
- 2.89%
$174.64 - $205.16 $873 - $1.03K
168 $33K
ADSK
Autodesk, Inc.

Technology
-10
- 3.38%
N/A
286 $70K
LYV
Live Nation Entertainment, Inc.

Communication Services
-546
- 14.03%
$118.81 - $151.28 $64.9K - $82.6K
3.35K $506K
VKTX
Viking Therapeutics, Inc.

Healthcare
-100
- 20.0%
$19.98 - $29.49 $2K - $2.95K
400 $10K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-15
- 50.0%
$109.83 - $131.67 $1.65K - $1.98K
15 $1K
FOXA
Fox Corp

Communication Services
-38
- 97.44%
$47.21 - $57.04 $1.79K - $2.17K
1 $0
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-168
- 9.33%
$75.29 - $91.16 $12.6K - $15.3K
1.63K $147K
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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