Soa Wealth Advisors, Llc. Closed Holding Positions

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
Q2 2024 Filed on Jul 17, 2024
34
$20.0 - $21.94 $680 - $746
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
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2022 Filed on Jul 13, 2022
158
$57.67 - $80.77 $9.11K - $12.8K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2022 Filed on Jul 13, 2022
86
$56.56 - $68.08 $4.86K - $5.85K
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q2 2022 Filed on Jul 13, 2022
55
$41.08 - $48.6 $2.26K - $2.67K
ALLE
Allegion PLC

Industrials
Q2 2022 Filed on Jul 13, 2022
41
$95.08 - $119.2 $3.9K - $4.89K
ROKU
Roku, Inc

Communication Services
Q2 2022 Filed on Jul 13, 2022
369
$73.25 - $134.59 $27K - $49.7K
CTAS
Cintas Corp

Industrials
Q2 2022 Filed on Jul 13, 2022
1
$347.35 - $434.24 $347 - $434
ECL
Ecolab Inc.

Basic Materials
Q2 2022 Filed on Jul 13, 2022
32
$145.63 - $183.62 $4.66K - $5.88K
EXR
Extra Space Storage Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
2
$158.74 - $219.95 $317 - $440
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
611
$28.63 - $75.86 $17.5K - $46.4K
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
RMD
Resmed Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
4
$191.41 - $252.08 $766 - $1.01K
Draftkings Inc Com Cl A
Q2 2022 Filed on Jul 13, 2022
1,185
N/A
HII
Huntington Ingalls Industries, Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
2
$197.76 - $227.29 $396 - $455
INCY
Incyte Corp

Healthcare
Q2 2022 Filed on Jul 13, 2022
2
$66.18 - $83.18 $132 - $166
NNOX
Nano X Imaging Ltd.

Healthcare
Q2 2022 Filed on Jul 13, 2022
155
$8.85 - $13.39 $1.37K - $2.08K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
2
$548.35 - $738.84 $1.1K - $1.48K
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
KMI
Kinder Morgan, Inc.

Energy
Q2 2022 Filed on Jul 13, 2022
233
$16.05 - $20.14 $3.74K - $4.69K
UHS
Universal Health Services Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
3
$100.71 - $155.55 $302 - $467
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
300
$2.32 - $5.34 $696 - $1.6K
USO
United States Oil Fund, LP

ETFs
Q2 2022 Filed on Jul 13, 2022
132
$72.3 - $91.99 $9.54K - $12.1K
GGG
Graco Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
102
$56.92 - $70.83 $5.81K - $7.22K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
37
$114.18 - $145.42 $4.22K - $5.38K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q2 2022 Filed on Jul 13, 2022
19
$141.59 - $168.66 $2.69K - $3.2K
MKSI
Mks Instruments Inc

Technology
Q2 2022 Filed on Jul 13, 2022
3
$99.35 - $144.63 $298 - $434
UPWK
Upwork, Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
429
$15.68 - $24.75 $6.73K - $10.6K
MAQC
Maquia Capital Acquisition Corp

Financial Services
Q2 2022 Filed on Jul 13, 2022
900
$10.13 - $10.23 $9.12K - $9.21K
CP
Canadian Pacific Railway LTD

Industrials
Q2 2022 Filed on Jul 13, 2022
46
$67.45 - $78.77 $3.1K - $3.62K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
816
$10.71 - $14.31 $8.74K - $11.7K
HRI
Herc Holdings Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
170
$86.52 - $159.92 $14.7K - $27.2K
TRMK
Trustmark Corp

Financial Services
Q2 2022 Filed on Jul 13, 2022
81
$27.09 - $30.56 $2.19K - $2.48K
SKIN
Beauty Health CO

Consumer Defensive
Q2 2022 Filed on Jul 13, 2022
850
$10.6 - $17.48 $9.01K - $14.9K
EGP
Eastgroup Properties Inc

Real Estate
Q2 2022 Filed on Jul 13, 2022
55
$148.48 - $215.63 $8.17K - $11.9K
Invesco Mortgage Capital Inc Com
Q2 2022 Filed on Jul 13, 2022
1,000
N/A
EXPR
Express, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
440
$1.96 - $4.02 $862 - $1.77K
TBLA
Taboola.Com Ltd.

Communication Services
Q2 2022 Filed on Jul 13, 2022
982
$2.51 - $5.32 $2.46K - $5.22K
MTD
Mettler Toledo International Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
1
$1097.57 - $1381.84 $1.1K - $1.38K
EQIX
Equinix Inc

Real Estate
Q2 2022 Filed on Jul 13, 2022
1
$616.28 - $768.78 $616 - $769
XWEL
Xwell Inc Common Stock
Q2 2022 Filed on Jul 13, 2022
1,500
N/A
HUBB
Hubbell Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
33
$171.33 - $203.71 $5.65K - $6.72K
UHAL
Amerco

Industrials
Q2 2022 Filed on Jul 13, 2022
18
$451.67 - $584.21 $8.13K - $10.5K
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