Soa Wealth Advisors, Llc. Incresed Positions in Q4 2025

Soa Wealth Advisors, Llc.

  • $944 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
29.1K
+ 1539.39%
$280.66 - $305.09 $8.16M - $8.87M
31K $8.73M
AWK
American Water Works Company, Inc.

Utilities
46.2K
+ 1154375.0%
$125.97 - $145.43 $5.82M - $6.72M
46.2K $6.08M
IWM
Ishares Russell 2000 ETF

ETFs
17.6K
+ 26.51%
$236.79 - $250.33 $4.16M - $4.4M
83.8K $19.9M
TDIV
First Trust Nasdaq Technology

ETFs
28.8K
+ 32.8%
$96.0 - $102.5 $2.77M - $2.96M
117K $11.2M
IDV
Ishares Tr

ETFs
59.2K
+ 5809.42%
$35.91 - $38.56 $2.13M - $2.28M
60.2K $2.3M
XLV
Select Sector Spdr Fund Health

ETFs
8.58K
+ 11.75%
$141.95 - $152.82 $1.22M - $1.31M
81.6K $12.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
12.7K
+ 18.78%
$169.53 - $176.53 $2.15M - $2.24M
80.2K $13.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27.2K
+ 247309.09%
$52.54 - $55.77 $1.43M - $1.52M
27.2K $1.49M
CSX
Csx Corp

Industrials
23.1K
+ 25.97%
$34.88 - $36.67 $805K - $846K
112K $3.91M
FNDF
Schwab Fundamental Intl Large

ETFs
4.33K
+ 1.57%
$42.35 - $45.18 $183K - $196K
280K $12.6M
IAU
Ishares Gold Trust

ETFs
6.03K
+ 1306.06%
$72.65 - $82.5 $438K - $498K
6.5K $500K
AVGO
Broadcom Inc.

Technology
678
+ 4.0%
$324.63 - $385.98 $220K - $262K
17.6K $6.05M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
2.87K
+ 1.45%
$62.42 - $66.06 $179K - $189K
201K $13M
AMD
Advanced Micro Devices Inc

Technology
30
+ 0.74%
$164.01 - $264.33 $4.92K - $7.93K
4.06K $977K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.0%
$600.51 - $631.95 $1.2K - $1.26K
53.1K $32.8M
DVY
Ishares Tr

ETFs
2.4K
+ 3.82%
$138.1 - $143.11 $331K - $343K
65.2K $9.16M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.19K
+ 9.24%
$136.84 - $145.3 $436K - $463K
37.7K $5.16M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.92K
+ 5.13%
$45.45 - $48.31 $178K - $189K
80.4K $3.81M
DDM
Proshares Ultra Dow30

ETFs
2.04K
+ 100.0%
$102.97 - $116.09 $210K - $236K
4.07K $448K
OMC
Omnicom Group Inc.

Communication Services
3.34K
+ 250.56%
$72.23 - $81.23 $241K - $271K
4.67K $337K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.78K
+ 10.46%
$94.02 - $97.61 $262K - $272K
29.4K $2.78M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.58K
+ 19.03%
$130.04 - $134.12 $205K - $212K
9.88K $1.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.57K
+ 10.91%
$92.24 - $96.56 $145K - $151K
15.9K $1.52M
APH
Amphenol Corp

Technology
250
+ 1.83%
$121.7 - $143.85 $30.4K - $36K
13.9K $1.87M
MU
Micron Technology Inc

Technology
144
+ 18.58%
$181.6 - $253.3 $26.2K - $36.5K
919 $226K
EFG
Msci Eafe Growth ETF

ETFs
502
+ 1.15%
$112.91 - $117.61 $56.7K - $59K
44.1K $5.06M
NYF
Ishares New York Muni Bond ETF

ETFs
1.57K
+ 2.73%
$53.26 - $53.83 $83.6K - $84.5K
59K $3.16M
ICF
Ishares Tr

ETFs
2.32K
+ 4.22%
$59.89 - $62.73 $139K - $146K
57.4K $3.48M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
312
+ 17.84%
$310.75 - $335.0 $97K - $105K
2.06K $643K
PLTR
Palantir Technologies Inc.

Technology
616
+ 21.36%
$172.14 - $207.18 $106K - $128K
3.5K $609K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1.4K
+ 13.96%
$49.87 - $51.3 $69.8K - $71.8K
11.4K $578K
CAT
Caterpillar Inc

Industrials
18
+ 2.25%
$480.82 - $585.49 $8.65K - $10.5K
818 $451K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.09K
+ 1778.69%
$52.37 - $53.91 $56.8K - $58.5K
1.15K $61K
IEMG
Ishares Inc

ETFs
1.08K
+ 0.74%
N/A
146K $7.84M
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.96K
+ 5.79%
$18.14 - $18.51 $53.6K - $54.7K
54K $988K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
10
+ 0.03%
$91.84 - $96.06 $918 - $961
29.1K $2.76M
VRT
Vertiv Holdings CO

Industrials
483
+ 96.6%
N/A
983 $85K
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 0.15%
$271.99 - $309.6 $816 - $929
1.99K $574K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.03%
$736.33 - $801.52 $736 - $802
3.1K $2.35M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
371
+ 386.46%
$78.65 - $79.19 $29.2K - $29.4K
467 $36K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1K
+ 166.67%
$29.81 - $42.36 $29.8K - $42.4K
1.6K $50K
GILD
Gilead Sciences, Inc.

Healthcare
81
+ 8.66%
$110.56 - $125.2 $8.96K - $10.1K
1.02K $126K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.4K
+ 894.23%
$12.5 - $18.02 $17.4K - $25.1K
1.55K $23K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.25%
$259.04 - $291.9 $518 - $584
802 $229K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.28%
$153.27 - $206.06 $153 - $206
361 $74K
XLE
Energy Sector Spdr

ETFs
195
+ 101.04%
$85.22 - $92.02 $16.6K - $17.9K
388 $35K
VTV
Vanguard Value ETF

ETFs
47
+ 0.38%
$182.87 - $189.72 $8.59K - $8.92K
12.3K $2.31M
IEFA
Ishares Tr

ETFs
57
+ 0.84%
$86.09 - $89.88 $4.91K - $5.12K
6.83K $606K
COIN
Coinbase Global, Inc.

Technology
83
+ 41.29%
$283.14 - $387.27 $23.5K - $32.1K
284 $80K
Activity Summary
Buys All Purchases 273 New Holdings 30 Increased Positions 243 Sells All Sells 205 Reductions 204 Sold out 1 Options Calls 0 Puts 0
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