Soa Wealth Advisors, Llc. has filed its 13F form on November 20, 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.
Below you can find more details about Soa Wealth Advisors, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$517 Million
ETFs: $309 Million
Technology: $106 Million
Financial Services: $33.6 Million
Consumer Cyclical: $18.6 Million
Communication Services: $13.2 Million
Industrials: $7.66 Million
Healthcare: $6.54 Million
Utilities: $4.63 Million
Other: $7.43 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
