Soa Wealth Advisors, Llc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $517 Million distributed in 840 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $65.2M, Apple Inc. with a value of $56.4M, Vanguard Index Fds S&P 500 ETF with a value of $28M, Microsoft Corp with a value of $18M, and Nvidia Corp with a value of $14.6M.
Examining the 13F form we can see an increase of $25.8M in the current position value, from $491M to 517M.
Below you can find more details about Soa Wealth Advisors, Llc. portfolio as well as his latest detailed transactions.