Soa Wealth Advisors, Llc. Closed Holding Positions

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
Q2 2024 Filed on Jul 17, 2024
34
$20.0 - $21.94 $680 - $746
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q2 2024 Filed on Jul 17, 2024
700
$25.05 - $30.75 $17.5K - $21.5K
Brookfield Infrastructure Corp Com Sb Vtg Shs A
Q2 2024 Filed on Jul 17, 2024
33
N/A
PGTI
Pgt Innovations, Inc.

Industrials
Q1 2024 Filed on Apr 10, 2024
496
$0.0 - $41.99 $0 - $20.8K
PCH
Potlatchdeltic Corp

Real Estate
Q2 2023 Filed on Jul 07, 2023
1
$44.73 - $53.38 $44.7 - $53.4
NNOX
Nano X Imaging Ltd.

Healthcare
Q2 2022 Filed on Jul 13, 2022
155
$8.85 - $13.39 $1.37K - $2.08K
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
300
$2.32 - $5.34 $696 - $1.6K
UHS
Universal Health Services Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
3
$100.71 - $155.55 $302 - $467
ANSS
Ansys Inc

Technology
Q2 2022 Filed on Jul 13, 2022
1
$227.7 - $323.21 $228 - $323
Veoneer Inc Com
Q2 2022 Filed on Jul 13, 2022
90
N/A
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2022 Filed on Jul 13, 2022
10
$29.26 - $50.96 $293 - $510
INCY
Incyte Corp

Healthcare
Q2 2022 Filed on Jul 13, 2022
2
$66.18 - $83.18 $132 - $166
Invesco Mortgage Capital Inc Com
Q2 2022 Filed on Jul 13, 2022
1,000
N/A
USO
United States Oil Fund, LP

ETFs
Q2 2022 Filed on Jul 13, 2022
132
$72.3 - $91.99 $9.54K - $12.1K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
2
$197.76 - $227.29 $396 - $455
Draftkings Inc Com Cl A
Q2 2022 Filed on Jul 13, 2022
1,185
N/A
TBLA
Taboola.Com Ltd.

Communication Services
Q2 2022 Filed on Jul 13, 2022
982
$2.51 - $5.32 $2.46K - $5.22K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
11
$101.7 - $144.56 $1.12K - $1.59K
HBAN
Huntington Bancshares Inc

Financial Services
Q2 2022 Filed on Jul 13, 2022
26
$11.84 - $14.44 $308 - $375
TER
Teradyne, Inc

Technology
Q2 2022 Filed on Jul 13, 2022
10
$86.95 - $118.94 $870 - $1.19K
EXPR
Express, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
440
$1.96 - $4.02 $862 - $1.77K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q2 2022 Filed on Jul 13, 2022
45
$149.05 - $184.15 $6.71K - $8.29K
ROKU
Roku, Inc

Communication Services
Q2 2022 Filed on Jul 13, 2022
369
$73.25 - $134.59 $27K - $49.7K
CBRE
Cbre Group, Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
45
$68.15 - $92.25 $3.07K - $4.15K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
611
$28.63 - $75.86 $17.5K - $46.4K
ECL
Ecolab Inc.

Basic Materials
Q2 2022 Filed on Jul 13, 2022
32
$145.63 - $183.62 $4.66K - $5.88K
CTAS
Cintas Corp

Industrials
Q2 2022 Filed on Jul 13, 2022
1
$347.35 - $434.24 $347 - $434
ALLE
Allegion PLC

Industrials
Q2 2022 Filed on Jul 13, 2022
41
$95.08 - $119.2 $3.9K - $4.89K
PBF
Pbf Energy Inc.

Energy
Q2 2022 Filed on Jul 13, 2022
160
$24.74 - $43.74 $3.96K - $7K
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q2 2022 Filed on Jul 13, 2022
55
$41.08 - $48.6 $2.26K - $2.67K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2022 Filed on Jul 13, 2022
86
$56.56 - $68.08 $4.86K - $5.85K
RMD
Resmed Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
4
$191.41 - $252.08 $766 - $1.01K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q2 2022 Filed on Jul 13, 2022
15
$15.38 - $22.45 $231 - $337
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2022 Filed on Jul 13, 2022
10
$71.75 - $98.22 $718 - $982
KMI
Kinder Morgan, Inc.

Energy
Q2 2022 Filed on Jul 13, 2022
233
$16.05 - $20.14 $3.74K - $4.69K
NOC
Northrop Grumman Corp

Industrials
Q2 2022 Filed on Jul 13, 2022
29
$438.62 - $492.06 $12.7K - $14.3K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
2
$548.35 - $738.84 $1.1K - $1.48K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
5
$94.02 - $198.2 $470 - $991
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
7
$221.57 - $260.8 $1.55K - $1.83K
EXR
Extra Space Storage Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
2
$158.74 - $219.95 $317 - $440
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q2 2022 Filed on Jul 13, 2022
0
$10.37 - $23.31 $0 - $0
FMC
Fmc Corp

Basic Materials
Q2 2022 Filed on Jul 13, 2022
19
$103.69 - $139.49 $1.97K - $2.65K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q2 2022 Filed on Jul 13, 2022
150
$20.42 - $29.22 $3.06K - $4.38K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
3
$60.56 - $76.66 $182 - $230
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2022 Filed on Jul 13, 2022
158
$57.67 - $80.77 $9.11K - $12.8K
UDR
Udr, Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
10
$42.32 - $59.57 $423 - $596
Cerner Corp Com
Q2 2022 Filed on Jul 13, 2022
409
N/A
SNA
Snap On Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
2
$191.82 - $227.95 $384 - $456
PHM
Pultegroup Inc

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
4
$36.25 - $45.86 $145 - $183
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email