Soa Wealth Advisors, Llc. New Holdings in Q1 2025

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
298K
New
$48.65 - $53.06 $14.5M - $15.8M
298K $15.5M
TDIV
First Trust Nasdaq Technology

ETFs
95.9K
New
$73.39 - $83.95 $7.03M - $8.05M
95.9K $7.03M
URI
United Rentals, Inc.

Industrials
7.49K
New
$594.17 - $789.56 $4.45M - $5.91M
7.49K $4.69M
RACE
Ferrari N.V.

Consumer Cyclical
9.77K
New
$413.73 - $508.15 $4.04M - $4.97M
9.77K $4.18M
JEPI
J P Morgan Exchange Traded Fd

ETFs
70.5K
New
$56.17 - $59.71 $3.96M - $4.21M
70.5K $4M
MLM
Martin Marietta Materials Inc

Basic Materials
7K
New
$460.39 - $552.64 $3.22M - $3.87M
7K $3.35M
PGR
Progressive Corp

Financial Services
11.8K
New
$235.61 - $291.22 $2.77M - $3.43M
11.8K $3.33M
CSX
Csx Corp

Industrials
103K
New
$29.11 - $33.67 $3M - $3.47M
103K $3.04M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
10.3K
New
$221.78 - $273.45 $2.28M - $2.81M
10.3K $2.34M
CQP
Cheniere Energy Partners, L.P.

Energy
26.3K
New
$55.42 - $67.71 $1.46M - $1.78M
26.3K $1.73M
PFF
Ishares Trust Ishares Pfd And

ETFs
43.8K
New
$30.73 - $32.26 $1.35M - $1.41M
43.8K $1.35M
HWM
Howmet Aerospace Inc.

Industrials
10.1K
New
$110.79 - $139.39 $1.12M - $1.4M
10.1K $1.31M
ROST
Ross Stores, Inc.

Consumer Cyclical
9.57K
New
$123.3 - $154.95 $1.18M - $1.48M
9.57K $1.22M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
84.7K
New
$13.33 - $14.08 $1.13M - $1.19M
84.7K $1.17M
BCAT
Black Rock Capital Allocation Trust

ETFs
75.1K
New
$14.35 - $15.88 $1.08M - $1.19M
75.1K $1.08M
ETR
Entergy Corp

Utilities
10.9K
New
$75.26 - $87.89 $823K - $961K
10.9K $934K
FPE
First Tr Pfd Secs & Income ETF

ETFs
52.5K
New
$17.53 - $17.87 $920K - $938K
52.5K $923K
APH
Amphenol Corp

Technology
12.4K
New
$61.62 - $78.55 $765K - $976K
12.4K $814K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
61.4K
New
$12.17 - $13.83 $748K - $850K
61.4K $758K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
42.7K
New
$14.48 - $16.6 $619K - $709K
42.7K $636K
COP
Conocophillips

Energy
6K
New
$88.6 - $105.85 $532K - $635K
6K $630K
BEP
Brookfield Renewable Partners L.P.

Utilities
26.3K
New
$20.03 - $23.79 $527K - $626K
26.3K $583K
URA
Global X Uranium ETF

ETFs
25K
New
$22.92 - $30.98 $574K - $776K
25K $578K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
21.6K
New
$20.29 - $22.36 $438K - $482K
21.6K $473K
WDC
Western Digital Corp

Technology
9.17K
New
$40.43 - $72.03 $371K - $660K
9.17K $370K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
30.6K
New
$4.81 - $5.25 $147K - $160K
30.6K $150K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
13.1K
New
$10.47 - $10.92 $137K - $143K
13.1K $139K
WSM
Williams Sonoma Inc

Consumer Cyclical
211
New
$158.1 - $217.71 $33.4K - $45.9K
211 $33K
VKTX
Viking Therapeutics, Inc.

Healthcare
500
New
$24.15 - $42.89 $12.1K - $21.4K
500 $12K
LUV
Southwest Airlines CO

Industrials
350
New
$28.18 - $34.84 $9.86K - $12.2K
350 $11K
LDOS
Leidos Holdings, Inc.

Technology
75
New
$126.82 - $161.11 $9.51K - $12.1K
75 $10K
MVIS
Microvision, Inc.

Technology
6.46K
New
N/A
6.46K $6K
MP
Mp Materials Corp.

Basic Materials
208
New
$16.39 - $26.93 $3.41K - $5.6K
208 $5K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
125
New
$30.44 - $38.49 $3.81K - $4.81K
125 $4K
VOOV
Vanguard S&P 500 Value ETF

ETFs
21
New
$179.71 - $192.06 $3.77K - $4.03K
21 $3K
VEA
Vanguard Ftse Developed Market

ETFs
52
New
$47.4 - $52.99 $2.46K - $2.76K
52 $2K
Nebius Group N.V. Shs Class A
0
New
N/A
0 $0
Abrdn Emerging Markets Dividend Active ETF
354
New
N/A
354 $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
6
New
N/A
6 $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
8.01K
New
N/A
8.01K $0
Coreweave Inc Com Cl A
100
New
N/A
100 $0
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
3
New
$33.7 - $43.19 $101 - $130
3 $0
Unusual Whales Subversive Democratic Trading ETF
10
New
N/A
10 $0
Amplify ETF Tr Altrntv Harv ETF
20
New
N/A
20 $0
WEN
Wendy'S CO

Consumer Cyclical
12
New
$14.17 - $16.17 $170 - $194
12 $0
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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