Soa Wealth Advisors, Llc. Asset Management

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.9B
$4.65 Million 0.9% of portfolio
9,893
Q3 2024 Added 0.06%
$131B
$405,000 0.08% of portfolio
2,646
Q3 2024 Added 0.08%
$0
$323,000 0.06% of portfolio
28,550
Q4 2022 Reduced 8.74%
$97.7B
$134,000 0.03% of portfolio
1,077
Q1 2022 New
$3.99B
$133,000 0.03% of portfolio
2,665
Q3 2024 Added 1.49%
$108M
$130,000 0.03% of portfolio
15,421
Q3 2024 Added 4.06%
$0
$108,000 0.02% of portfolio
5,837
Q4 2022 Reduced 10.49%
$0
$107,000 0.02% of portfolio
2,569
Q3 2024 Reduced 15.83%
$0
$88,000 0.02% of portfolio
7,892
Q3 2024 Reduced 14.45%
$131B
$59,000 0.01% of portfolio
453
Q4 2022 Added 0.22%
$0
$37,000 0.01% of portfolio
2,449
Q3 2024 Added 2.13%
$62.9B
$32,000 0.01% of portfolio
450
Q3 2024 Added 0.9%
$0
$32,000 0.01% of portfolio
3,718
Q3 2024 Added 2.31%
$0
$31,000 0.01% of portfolio
1,678
Q4 2020 New
$0
$25,000 0.0% of portfolio
1,999
Q3 2024 Added 2.57%
$0
$25,000 0.0% of portfolio
1,202
Q3 2024 Added 2.3%
$0
$21,000 0.0% of portfolio
3,000
Q4 2020 New
$0
$20,000 0.0% of portfolio
613
Q3 2024 Reduced 35.06%
$0
$17,000 0.0% of portfolio
1,250
Q4 2020 New
$0
$16,000 0.0% of portfolio
1,766
Q3 2024 Added 1.67%
$0
$16,000 0.0% of portfolio
1,138
Q3 2024 Added 1.97%
$0
$14,000 0.0% of portfolio
887
Q3 2024 Added 1.72%
$0
$12,000 0.0% of portfolio
660
Q3 2024 Added 2.33%
$0
$10,000 0.0% of portfolio
898
Q3 2024 Added 1.93%
$652M
$10,000 0.0% of portfolio
854
Q3 2022 Added 50.09%
$0
$8,000 0.0% of portfolio
625
Q3 2024 Added 2.29%
$0
$8,000 0.0% of portfolio
204
Q3 2024 New
$0
$8,000 0.0% of portfolio
685
Q3 2024 Added 2.54%
$0
$7,000 0.0% of portfolio
187
Q4 2020 New
$0
$6,000 0.0% of portfolio
1,200
Q2 2021 Reduced 30.8%
$0
$5,000 0.0% of portfolio
593
Q3 2024 Added 2.42%
$0
$4,000 0.0% of portfolio
393
Q4 2020 New
$0
$3,000 0.0% of portfolio
301
Q4 2020 New
$0
$3,000 0.0% of portfolio
483
Q4 2020 New
$0
$3,000 0.0% of portfolio
299
Q2 2021 New
$0
$2,000 0.0% of portfolio
164
Q3 2024 Added 1.86%
$0
$2,000 0.0% of portfolio
254
Q4 2020 New
$0
$1,000 0.0% of portfolio
42
Q4 2020 New
$10.8B
$1,000 0.0% of portfolio
96
Q4 2023 Added 1.05%
$0
$1,000 0.0% of portfolio
500
Q4 2020 New
$0
$1,000 0.0% of portfolio
400
Q4 2020 New
$0
$1,000 0.0% of portfolio
157
Q3 2024 Added 2.61%
$0
$0 0.0% of portfolio
120
Q4 2020 New
$21B
$0 0.0% of portfolio
1
Q4 2023 Reduced 97.14%
$22.5B
$0 0.0% of portfolio
4
Q2 2022 Reduced 84.62%
$0
$0 0.0% of portfolio
71
Q3 2024 Added 1.43%
$35B
$0 0.0% of portfolio
1
Q4 2023 Reduced 90.91%
$0
$0 0.0% of portfolio
60
Q2 2021 Reduced 30.23%
$7.92B
$0 0.0% of portfolio
7
Q3 2023 Added 16.67%
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