Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 893
  • Current Value $960 Million
  • Prior Value $897 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 63 stocks
  • Additional Purchases 275 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 155 stocks
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.