Soa Wealth Advisors, Llc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $897 Million distributed in 879 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Value ETF with a value of $69M, Microsoft Corp with a value of $61.7M, Ishares Tr Russell 200 Growth with a value of $61.3M, Apple Inc. with a value of $54.9M, and Vanguard Index Fds S&P 500 ETF with a value of $29.4M.
Examining the 13F form we can see an increase of $47.1M in the current position value, from $850M to 897M.
Also it can be appreciated an additional of 64 stocks purchases and 1 closed positions.
Below you can find more details about Soa Wealth Advisors, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$897 Million
ETFs: $436 Million
Technology: $176 Million
Financial Services: $64.7 Million
Consumer Cyclical: $46.9 Million
Communication Services: $42.1 Million
Industrials: $32.5 Million
Consumer Defensive: $31.4 Million
Healthcare: $24.4 Million
Other: $24.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
