Soa Wealth Advisors, Llc. Portfolio Holdings
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
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.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 840
- Current Value $517 Million
- Prior Value $491 Million
- Filing
- Period Q3 2024
- Filing Date October 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 22 stocks
- Additional Purchases 229 stocks
- Sold out of 0 stocks
- Reduced holdings in 155 stocks