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
RL
Ralph Lauren Corp

Consumer Cyclical
-8
- 72.73%
$182.34 - $286.22 $1.46K - $2.29K
3 $0
JNPR
Juniper Networks Inc

Technology
-63
- 20.13%
$33.93 - $39.93 $2.14K - $2.52K
250 $9K
EBAY
Ebay Inc

Consumer Cyclical
-150
- 10.78%
$59.52 - $79.36 $8.93K - $11.9K
1.24K $92K
WTW
Willis Towers Watson PLC

Financial Services
-7
- 87.5%
$295.96 - $337.43 $2.07K - $2.36K
1 $0
VEA
Vanguard Ftse Developed Market

ETFs
-18
- 34.62%
$45.65 - $57.01 $822 - $1.03K
34 $1K
O
Realty Income Corp

Real Estate
-9
- 3.18%
$52.27 - $58.52 $470 - $527
274 $15K
HPQ
Hp Inc

Technology
-11
- 6.79%
$21.88 - $29.32 $241 - $323
151 $3K
ESS
Essex Property Trust, Inc.

Real Estate
-6
- 12.77%
N/A
41 $11K
HUM
Humana Inc

Healthcare
-5
- 83.33%
$224.93 - $295.04 $1.12K - $1.48K
1 $0
TRMB
Trimble Inc.

Technology
-24
- 85.71%
$55.12 - $75.98 $1.32K - $1.82K
4 $0
RGTI
Rigetti Computing, Inc.

Technology
-260
- 72.02%
$7.5 - $14.29 $1.95K - $3.72K
101 $1K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-448
- 78.18%
$2.06 - $3.0 $923 - $1.34K
125 $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-684
- 9.42%
N/A
6.58K $0
MAS
Masco Corp

Industrials
-6
- 60.0%
$58.73 - $71.06 $352 - $426
4 $0
Te Connectivity PLC Ord Shs
-50
- 30.49%
N/A
114 $0
IFF
International Flavors & Fragrances Inc

Basic Materials
-7
- 70.0%
$66.85 - $79.33 $468 - $555
3 $0
Cxapp Inc Com Cl A
-3
- 50.0%
N/A
3 $0
Super Micro Computer Inc Com New
-283
- 11.34%
N/A
2.21K $0
LNC
Lincoln National Corp

Financial Services
-18
- 90.0%
$28.95 - $37.27 $521 - $671
2 $0
MCHP
Microchip Technology Inc

Technology
-174
- 32.65%
$35.34 - $71.6 $6.15K - $12.5K
359 $25K
VTRS
Viatris Inc

Healthcare
-69
- 9.21%
$7.26 - $9.12 $501 - $629
680 $6K
ARCC
Ares Capital Corp

Financial Services
-16
- 1.23%
$18.91 - $22.43 $303 - $359
1.28K $28K
MRNA
Moderna, Inc.

Healthcare
-11
- 5.64%
$23.65 - $28.54 $260 - $314
184 $5K
Blackrock Inc Com
-2.42K
- 15.74%
N/A
13K $0
QBTS
D Wave Quantum Inc.

Technology
-150
- 59.52%
$6.22 - $19.04 $933 - $2.86K
102 $1K
Greystone Housing Impact Inves Ben Unit Ctf
-3K
- 17.17%
N/A
14.5K $0
Siriusxm Holdings Inc Common Stock
-4
- 1.83%
N/A
214 $0
IEF
Ishares Barclays

ETFs
-1
- 0.13%
$93.15 - $96.56 $93.2 - $96.6
770 $73K
Net Lease Office Properties Com
-3
- 2.94%
N/A
99 $0
Veralto Corp Com Shs
-29
- 52.73%
N/A
26 $0
Reddit Inc Cl A
-300
- 51.9%
N/A
278 $0
Lam Research Corp Com New
-381
- 8.28%
N/A
4.22K $0
Aptiv PLC Com Shs
-6
- 66.67%
N/A
3 $0
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-290
- 2.21%
$9.86 - $10.92 $2.86K - $3.17K
12.8K $139K
Grayscale Ethereum Trust ETF
-315
- 23.9%
N/A
1K $0
Grayscale Ethereum Mini Trust ETF
-31
- 25.41%
N/A
91 $0
Smurfit Westrock PLC Shs
-25
Closed
N/A
0 $0
SYK
Stryker Corp

Healthcare
-5
- 3.76%
$337.37 - $395.63 $1.69K - $1.98K
128 $50K
XLY
Select Sector Spdr Consumer Di

ETFs
-5
- 3.45%
$176.34 - $218.59 $882 - $1.09K
140 $30K
VTV
Vanguard Value ETF

ETFs
-411
- 3.2%
$153.67 - $176.74 $63.2K - $72.6K
12.4K $2.2M
LMT
Lockheed Martin Corp

Industrials
-34
- 2.81%
$430.82 - $486.45 $14.6K - $16.5K
1.18K $545K
HAS
Hasbro, Inc.

Consumer Cyclical
-35
- 5.65%
$50.71 - $73.82 $1.77K - $2.58K
585 $43K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-148
- 7.51%
$224.16 - $285.86 $33.2K - $42.3K
1.82K $520K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.31K
- 14.54%
$82.96 - $110.1 $109K - $144K
7.71K $848K
UBER
Uber Technologies, Inc

Technology
-215
- 12.18%
$64.62 - $93.3 $13.9K - $20.1K
1.55K $144K
WFC
Wells Fargo & Company

Financial Services
-100
- 3.25%
$60.98 - $80.12 $6.1K - $8.01K
2.98K $238K
IWD
Ishares Russell 1000 Val ETF

ETFs
-577
- 3.51%
$166.82 - $194.23 $96.3K - $112K
15.9K $3.08M
MS
Morgan Stanley

Financial Services
-26
- 2.55%
$99.83 - $140.86 $2.6K - $3.66K
994 $140K
ADI
Analog Devices Inc

Technology
-61
- 6.12%
$164.6 - $238.02 $10K - $14.5K
935 $222K
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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