Soa Wealth Advisors, Llc. Incresed Positions in Q1 2025

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLW
Corning Inc

Technology
2
+ 0.47%
$44.91 - $54.25 $89.8 - $109
424 $19K
PRF
Invesco Exchange Traded Fd Tr

ETFs
35
+ 0.47%
$39.4 - $42.61 $1.38K - $1.49K
7.54K $301K
NWL
Newell Brands Inc.

Consumer Defensive
3
+ 1.18%
$6.2 - $10.66 $18.6 - $32
258 $1K
DTM
Dt Midstream, Inc.

Energy
2
+ 0.75%
$86.95 - $113.75 $174 - $228
268 $25K
NFBK
Northfield Bancorp, Inc.

Financial Services
49
+ 1.07%
$10.87 - $12.25 $533 - $600
4.62K $51K
IFRA
Ishares Tr

ETFs
16
+ 0.59%
$44.8 - $49.25 $717 - $788
2.73K $123K
MTB
M&T Bank Corp

Financial Services
2
+ 0.59%
$170.47 - $201.98 $341 - $404
340 $60K
CMCSA
Comcast Corp

Communication Services
6
+ 0.14%
$33.19 - $38.23 $199 - $229
4.38K $161K
MAIN
Main Street Capital Corp

Financial Services
35
+ 1.29%
$54.71 - $63.1 $1.91K - $2.21K
2.74K $155K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
25
+ 8.31%
$203.38 - $274.79 $5.08K - $6.87K
326 $66K
IYC
Ishares U.S. Consumer Discreti

ETFs
1
+ 0.2%
$85.71 - $101.2 $85.7 - $101
496 $43K
EIX
Edison International

Utilities
4
+ 1.82%
$50.06 - $80.01 $200 - $320
224 $13K
IWS
Ishares Russell Midcap Value E

ETFs
5
+ 0.42%
$122.59 - $135.24 $613 - $676
1.18K $148K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
12
+ 4.9%
$333.37 - $384.99 $4K - $4.62K
257 $85K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
145
+ 1.59%
$41.35 - $44.46 $6K - $6.45K
9.27K $389K
MCHP
Microchip Technology Inc

Technology
1
+ 0.19%
$48.41 - $64.3 $48.4 - $64.3
533 $25K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.25%
$149.27 - $169.4 $149 - $169
395 $59K
DELL
Dell Technologies Inc.

Technology
1
+ 0.35%
$90.34 - $124.66 $90.3 - $125
289 $26K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
14
+ 0.17%
$10.54 - $12.29 $148 - $172
8.42K $90K
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.07%
$14.77 - $24.42 $14.8 - $24.4
1.36K $20K
XAR
Spdr S&P Aerospace & Defense E

ETFs
2
+ 0.1%
$157.71 - $180.77 $315 - $362
2.09K $337K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18
+ 0.3%
$25.58 - $29.24 $460 - $526
5.99K $156K
MS
Morgan Stanley

Financial Services
1
+ 0.1%
$111.68 - $141.08 $112 - $141
1.02K $119K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1
+ 0.01%
$25.93 - $29.28 $25.9 - $29.3
10K $272K
KRE
Spdr S&P Regional Banking ETF

ETFs
1
+ 0.05%
$55.11 - $65.5 $55.1 - $65.5
2.11K $118K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.13%
$222.66 - $268.42 $223 - $268
799 $186K
ADI
Analog Devices Inc

Technology
5
+ 0.5%
$201.56 - $243.82 $1.01K - $1.22K
996 $200K
DLR
Digital Realty Trust, Inc.

Real Estate
6
+ 1.8%
$142.1 - $183.56 $853 - $1.1K
339 $48K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
5
+ 0.05%
$44.11 - $47.04 $221 - $235
9.7K $430K
GNTX
Gentex Corp

Consumer Cyclical
3
+ 0.13%
$23.3 - $28.48 $69.9 - $85.4
2.24K $52K
KRG
Kite Realty Group Trust

Real Estate
50
+ 1.05%
$21.24 - $25.05 $1.06K - $1.25K
4.82K $107K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4
+ 0.24%
$77.91 - $92.26 $312 - $369
1.7K $134K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
260
+ 14.19%
$165.25 - $224.62 $43K - $58.4K
2.09K $347K
NYF
Ishares New York Muni Bond ETF

ETFs
5
+ 0.02%
$52.33 - $53.92 $262 - $270
27.3K $1.44M
EL
Estee Lauder Companies Inc

Consumer Defensive
100
+ 3.85%
$64.26 - $85.48 $6.43K - $8.55K
2.7K $178K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5
+ 0.23%
$80.73 - $94.96 $404 - $475
2.16K $177K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.24%
$318.51 - $391.75 $319 - $392
425 $138K
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.25%
$271.18 - $303.12 $1.36K - $1.52K
1.99K $543K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.09%
$302.31 - $337.54 $605 - $675
2.12K $646K
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.32%
$524.81 - $672.19 $2.62K - $3.36K
1.55K $848K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6
+ 0.12%
$68.07 - $78.99 $408 - $474
4.98K $339K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16
+ 0.12%
$24.91 - $29.02 $399 - $464
13.8K $344K
PKB
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$66.66 - $82.75 $66.7 - $82.8
4.78K $321K
LMT
Lockheed Martin Corp

Industrials
8
+ 0.66%
$423.19 - $506.29 $3.39K - $4.05K
1.21K $541K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.07%
$307.43 - $357.48 $307 - $357
1.39K $427K
SOXX
Ishares Semiconductor ETF

ETFs
2
+ 0.09%
$188.17 - $235.81 $376 - $472
2.18K $411K
NKE
Nike, Inc.

Consumer Cyclical
80
+ 1.51%
$63.29 - $81.72 $5.06K - $6.54K
5.37K $340K
IGM
Ishares Expanded Tech Sector E

ETFs
3
+ 0.05%
$90.67 - $108.46 $272 - $325
5.78K $524K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
55
+ 1.82%
$211.47 - $267.17 $11.6K - $14.7K
3.08K $654K
Activity Summary
Buys All Purchases 307 New Holdings 46 Increased Positions 261 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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