Soa Wealth Advisors, Llc. Reduced Holdings in Q4 2025

Soa Wealth Advisors, Llc.

  • $944 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-46K
- 37.0%
$496.82 - $542.07 $22.8M - $24.9M
78.3K $39.7M
ET
Energy Transfer LP

Energy
-143K
- 65.45%
$16.29 - $17.01 $2.33M - $2.43M
75.5K $1.28M
HD
Home Depot, Inc.

Consumer Cyclical
-242
- 0.99%
$358.03 - $397.02 $86.6K - $96.1K
24.1K $8.62M
PM
Philip Morris International Inc.

Consumer Defensive
-2.77K
- 7.88%
$144.33 - $160.86 $400K - $446K
32.4K $4.95M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-16K
- 9.23%
$54.27 - $56.85 $867K - $909K
157K $8.83M
JPM
Jpmorgan Chase & CO

Financial Services
-231
- 0.53%
$294.11 - $320.41 $67.9K - $74K
43.5K $13.1M
AMP
Ameriprise Financial Inc

Financial Services
-265
- 2.64%
$440.8 - $497.79 $117K - $132K
9.77K $4.3M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2.45K
- 5.29%
$136.54 - $144.07 $335K - $353K
43.9K $6.04M
VOT
Vanguard Mid Cap Growth Index

ETFs
-776
- 3.57%
$279.76 - $298.12 $217K - $231K
20.9K $5.86M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.2K
- 4.96%
$93.11 - $97.9 $391K - $411K
80.4K $7.59M
CVX
Chevron Corp

Energy
-2.73K
- 43.11%
$148.9 - $157.72 $406K - $430K
3.6K $557K
PGR
Progressive Corp

Financial Services
-18
- 0.13%
$203.7 - $246.46 $3.67K - $4.44K
13.6K $3.07M
VO
Vanguard Mid Cap ETF

ETFs
-575
- 5.22%
$286.27 - $296.23 $165K - $170K
10.4K $3M
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 0.05%
$910.94 - $954.99 $8.2K - $8.59K
17.8K $16.2M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-10.3K
- 5.54%
$25.25 - $25.78 $261K - $267K
176K $4.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.7K
- 5.29%
$63.25 - $66.24 $171K - $179K
48.3K $3.1M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.01K
- 15.0%
$202.52 - $212.07 $204K - $214K
5.72K $1.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.14K
- 4.15%
$114.27 - $121.15 $130K - $138K
26.3K $3.08M
IVV
Ishares Core S&P 500 ETF

ETFs
-293
- 7.46%
$656.2 - $690.71 $192K - $202K
3.64K $2.45M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-636
- 25.47%
$325.34 - $368.61 $207K - $234K
1.86K $642K
UNP
Union Pacific Corp

Industrials
-56
- 0.58%
$216.37 - $237.41 $12.1K - $13.3K
9.59K $2.12M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-995
- 7.72%
$125.45 - $131.1 $125K - $130K
11.9K $1.52M
PG
Procter & Gamble CO

Consumer Defensive
-135
- 0.86%
$145.5 - $153.18 $19.6K - $20.7K
15.5K $2.26M
GWW
W.W. Grainger, Inc.

Industrials
-95
- 5.9%
$926.21 - $979.0 $88K - $93K
1.52K $1.4M
SOCL
Global X Fds Global X Social M

ETFs
-858
- 6.35%
$54.8 - $60.77 $47K - $52.1K
12.7K $693K
LYV
Live Nation Entertainment, Inc.

Communication Services
-188
- 5.21%
$134.79 - $158.88 $25.3K - $29.9K
3.42K $464K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-2.39K
- 23.03%
$51.23 - $52.62 $122K - $126K
7.99K $415K
BX
Blackstone Inc.

Financial Services
-196
- 6.86%
$138.42 - $168.45 $27.1K - $33K
2.66K $368K
DGRO
Ishares Core Dividend Growth E

ETFs
-2.49K
- 1.69%
$66.93 - $69.17 $167K - $172K
145K $9.9M
DIS
Walt Disney CO

Communication Services
-393
- 4.6%
$105.69 - $116.65 $41.5K - $45.8K
8.15K $860K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-954
- 3.45%
$105.91 - $113.18 $101K - $108K
26.7K $2.94M
IYR
Ishares Tr

ETFs
-632
- 2.95%
$93.69 - $98.5 $59.2K - $62.3K
20.8K $1.97M
TXN
Texas Instruments Inc

Technology
-539
- 19.54%
N/A
2.22K $431K
IWD
Ishares Russell 1000 Val ETF

ETFs
-554
- 3.73%
$199.44 - $208.01 $110K - $115K
14.3K $2.93M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-638
- 15.72%
$137.47 - $143.13 $87.7K - $91.3K
3.42K $482K
NVDA
Nvidia Corp

Technology
-487
- 0.3%
$179.83 - $207.04 $87.6K - $101K
160K $29.8M
CHKP
Check Point Software Technologies LTD

Technology
-400
- 78.9%
$188.36 - $204.97 $75.3K - $82K
107 $21K
ADI
Analog Devices Inc

Technology
-284
- 30.28%
$225.32 - $246.37 $64K - $70K
654 $150K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-602
- 89.58%
$124.47 - $130.07 $74.9K - $78.3K
70 $8K
IWL
Ishares Tr Russell 200 ETF

ETFs
-676
- 3.42%
$163.11 - $172.47 $110K - $117K
19.1K $3.21M
VB
Vanguard Small Cap ETF

ETFs
-84
- 0.82%
$248.1 - $260.08 $20.8K - $21.8K
10.1K $2.53M
NKE
Nike, Inc.

Consumer Cyclical
-619
- 16.17%
$60.8 - $74.57 $37.6K - $46.2K
3.21K $201K
T
At&T Inc.

Communication Services
-440
- 2.25%
$24.44 - $27.55 $10.8K - $12.1K
19.1K $486K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 7.58%
$4804.01 - $5424.55 $24K - $27.1K
61 $293K
VUG
Vanguard Growth ETF

ETFs
-202
- 1.96%
$470.44 - $504.26 $95K - $102K
10.1K $4.89M
GRMN
Garmin LTD

Technology
-194
- 53.01%
$194.13 - $259.77 $37.7K - $50.4K
172 $33K
YUM
Yum Brands Inc

Consumer Cyclical
-369
- 54.26%
$138.21 - $153.19 $51K - $56.5K
311 $46K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.06K
- 15.13%
$42.98 - $45.55 $45.5K - $48.2K
5.94K $257K
GS
Goldman Sachs Group Inc

Financial Services
-18
- 1.08%
$744.6 - $838.97 $13.4K - $15.1K
1.65K $1.28M
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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