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
SO
Southern CO

Utilities
-130
- 22.26%
$90.58 - $99.72 $11.8K - $13K
454 $41K
CVS
Cvs Health Corp

Healthcare
-186
- 38.27%
$76.69 - $83.04 $14.3K - $15.4K
300 $23K
BHP
Bhp Group LTD

Basic Materials
-219
- 49.32%
$53.62 - $57.96 $11.7K - $12.7K
225 $12K
ADBE
Adobe Inc.

Technology
-1
- 0.23%
$325.07 - $359.91 $325 - $360
432 $140K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-159
- 34.57%
$55.57 - $63.17 $8.84K - $10K
301 $16K
AMT
American Tower Corp

Real Estate
-55
- 26.83%
$176.64 - $193.32 $9.72K - $10.6K
150 $27K
VMC
Vulcan Materials CO

Basic Materials
-38
- 60.32%
$280.58 - $309.07 $10.7K - $11.7K
25 $7K
C
Citigroup Inc

Financial Services
-73
- 5.36%
$93.93 - $102.87 $6.86K - $7.51K
1.29K $126K
APD
Air Products & Chemicals, Inc.

Basic Materials
-21
- 7.14%
$237.56 - $271.47 $4.99K - $5.7K
273 $70K
MA
Mastercard Inc

Financial Services
-2
- 0.66%
$536.85 - $580.45 $1.07K - $1.16K
300 $161K
BMY
Bristol Myers Squibb CO

Healthcare
-426
- 7.35%
$42.6 - $49.08 $18.1K - $20.9K
5.37K $251K
UAMY
United States Antimony Corp

Basic Materials
-5.54K
- 20.41%
$6.36 - $17.8 $35.2K - $98.6K
21.6K $159K
BME
Black Rock Health Sciences Trust

Financial Services
-400
- 14.39%
$37.43 - $40.4 $15K - $16.2K
2.38K $94K
GE
General Electric CO

Industrials
-27
- 2.96%
$291.49 - $314.28 $7.87K - $8.49K
885 $265K
CHTR
Charter Communications, Inc.

Communication Services
-10
- 12.66%
$201.84 - $282.74 $2.02K - $2.83K
69 $13K
DE
Deere & CO

Industrials
-49
- 6.09%
$439.11 - $480.78 $21.5K - $23.6K
755 $359K
PROF
Profound Medical Corp.

Healthcare
-2K
- 50.0%
$4.94 - $7.09 $9.88K - $14.2K
2K $13K
PANW
Palo Alto Networks Inc

Technology
-176
- 0.99%
$204.77 - $221.38 $36K - $39K
17.6K $3.62M
DELL
Dell Technologies Inc.

Technology
-35
- 32.41%
$133.76 - $164.88 $4.68K - $5.77K
73 $9K
AZN
Astrazeneca PLC

Healthcare
-118
- 33.71%
$81.15 - $89.4 $9.58K - $10.5K
232 $20K
COF
Capital One Financial Corp

Financial Services
-6
- 1.76%
$201.01 - $225.01 $1.21K - $1.35K
334 $67K
WTW
Willis Towers Watson PLC

Financial Services
-10
- 12.05%
$313.1 - $349.93 $3.13K - $3.5K
73 $23K
PAA
Plains All American Pipeline LP

Energy
-300
- 29.35%
$15.85 - $17.04 $4.76K - $5.11K
722 $12K
WTRG
Essential Utilities, Inc.

Utilities
-121
- 42.61%
$38.08 - $41.93 $4.61K - $5.07K
163 $6K
EA
Electronic Arts Inc.

Communication Services
-23
- 11.44%
$199.89 - $202.0 $4.6K - $4.65K
178 $35K
TIP
Ishares Tr Tips Bd ETF

ETFs
-27
- 1.48%
$110.58 - $112.2 $2.99K - $3.03K
1.8K $199K
BBY
Best Buy CO Inc

Consumer Cyclical
-51
- 12.03%
$70.43 - $84.0 $3.59K - $4.28K
373 $28K
DD
Du Pont De Nemours, Inc.

Basic Materials
-25
- 31.65%
$34.69 - $82.16 $867 - $2.05K
54 $2K
GLW
Corning Inc

Technology
-42
- 9.7%
$82.06 - $90.29 $3.45K - $3.79K
391 $32K
PWR
Quanta Services, Inc.

Industrials
-10
- 8.62%
$412.21 - $453.83 $4.12K - $4.54K
106 $45K
MRNA
Moderna, Inc.

Healthcare
-129
- 88.36%
$23.56 - $28.49 $3.04K - $3.68K
17 $0
KD
Kyndryl Holdings, Inc.

Technology
-34
- 9.19%
$25.59 - $30.63 $870 - $1.04K
336 $8K
SYY
Sysco Corp

Consumer Defensive
-33
- 19.41%
$72.9 - $83.27 $2.41K - $2.75K
137 $10K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-26
- 1.09%
$68.28 - $84.44 $1.78K - $2.2K
2.37K $180K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-71
- 0.32%
$55.36 - $56.52 $3.93K - $4.01K
21.8K $1.22M
BP
Bp PLC

Energy
-100
- 13.07%
$32.78 - $37.35 $3.28K - $3.74K
665 $24K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-17
- 0.49%
$99.87 - $101.27 $1.7K - $1.72K
3.46K $346K
MPLX
Mplx LP

Energy
-249
- 7.24%
$47.8 - $53.21 $11.9K - $13.2K
3.19K $169K
KFY
Korn Ferry

Industrials
-11
- 3.35%
$64.22 - $71.33 $706 - $785
317 $20K
WPC
W. P. Carey Inc.

Real Estate
-10
- 0.41%
$65.26 - $69.2 $653 - $692
2.42K $163K
KXI
Ishares Tr Global Consumer Sta

ETFs
-37
- 0.5%
$63.38 - $66.34 $2.35K - $2.45K
7.35K $474K
HYG
Ishares Tr

ETFs
-2
- 0.35%
$79.95 - $81.28 $160 - $163
572 $45K
AON
Aon PLC

Financial Services
-1
- 1.72%
$326.07 - $366.93 $326 - $367
57 $19K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-12
- 0.56%
$358.39 - $376.54 $4.3K - $4.52K
2.11K $776K
Gsk PLC Sponsored Adr
-288
- 50.97%
N/A
277 $0
FTV
Fortive Corp

Technology
-3
- 50.0%
$47.8 - $52.03 $143 - $156
3 $0
CLX
Clorox CO

Consumer Defensive
-3
- 50.0%
$103.68 - $123.19 $311 - $370
3 $0
Arista Networks Inc Com Shs
-75
- 4.44%
N/A
1.61K $0
Ishares High Yield Muni Active ETF
-318
- 1.81%
N/A
17.2K $0
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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