Soa Wealth Advisors, Llc. Portfolio Holdings
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
Soa Wealth Advisors, Llc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $532 Million distributed in 872 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 $69.9M, Apple Inc. with a value of $59.9M, Vanguard Index Fds S&P 500 ETF with a value of $28.9M, Microsoft Corp with a value of $17.6M, and Nvidia Corp with a value of $16.1M.
Examining the 13F form we can see an increase of $15.4M in the current position value, from $517M to 532M.
Below you can find more details about Soa Wealth Advisors, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$532 Million
ETFs: $317 Million
Technology: $109 Million
Financial Services: $35.5 Million
Consumer Cyclical: $19.9 Million
Communication Services: $13.8 Million
Industrials: $7.33 Million
Healthcare: $5.43 Million
Consumer Defensive: $4.11 Million
Other: $7.17 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 872
- Current Value $532 Million
- Prior Value $517 Million
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 77 stocks
- Additional Purchases 252 stocks
- Sold out of 0 stocks
- Reduced holdings in 168 stocks