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
Ralliant Corp Com
-1
- 50.0%
N/A
1 $0
GIS
General Mills Inc

Consumer Defensive
-3
- 60.0%
$45.98 - $50.93 $138 - $153
2 $0
FXP
Proshares Tr Ultrashort Ftse C

ETFs
-35
- 50.0%
$8.01 - $9.4 $280 - $329
35 $0
HPQ
Hp Inc

Technology
-9
- 50.0%
$24.53 - $28.61 $221 - $257
9 $0
Greystone Housing Impact Inves Ben Unit Ctf
-2.31K
- 15.93%
N/A
12.2K $0
Ft Vest U.S. Small Cap Moderate Buffer ETF May
-455
- 1.09%
N/A
41.2K $0
AIZ
Assurant, Inc.

Financial Services
-1
- 12.5%
$207.7 - $228.59 $208 - $229
7 $1K
FIS
Fidelity National Information Services, Inc.

Technology
-2
- 66.67%
$61.5 - $68.57 $123 - $137
1 $0
KIM
Kimco Realty Corp

Real Estate
-9
- 56.25%
$20.24 - $22.41 $182 - $202
7 $0
Ge Healthcare Technologies Inc Common Stock
-17
- 9.55%
N/A
161 $0
BXP
Boston Properties Inc

Real Estate
-4
- 40.0%
$69.37 - $76.32 $277 - $305
6 $0
GGLL
Direxion Shs ETF Tr Daily Goog
-400
- 26.33%
N/A
1.12K $0
VTRS
Viatris Inc

Healthcare
-61
- 9.34%
$9.74 - $11.2 $594 - $683
592 $6K
FJAN
First Exc Trd Viii Cboe Vest U
-330
- 4.89%
N/A
6.41K $0
Siriusxm Holdings Inc Common Stock
-203
- 93.98%
N/A
13 $0
IFF
International Flavors & Fragrances Inc

Basic Materials
-1
- 33.33%
$59.55 - $67.43 $59.6 - $67.4
2 $0
Ft Vest U.S. Small Cap Moderate Buffer ETF February
-678
- 1.61%
N/A
41.4K $0
Ge Vernova Inc Com
-10
- 0.02%
N/A
55.5K $0
IR
Ingersoll Rand Inc.

Industrials
-2
- 50.0%
$75.47 - $84.18 $151 - $168
2 $0
Linde PLC Shs
-42
- 8.9%
N/A
430 $0
Super Micro Computer Inc Com New
-217
- 9.81%
N/A
2K $0
Grayscale Bitcoin Mini Trust ETF
-21
- 4.87%
N/A
410 $0
Te Connectivity PLC Ord Shs
-54
- 32.14%
N/A
114 $0
EEM
Ishares Msci Emerging Markets

ETFs
-150
- 2.48%
$51.94 - $56.01 $7.79K - $8.4K
5.89K $323K
EPD
Enterprise Products Partners L.P.

Energy
-160
- 2.37%
$30.19 - $32.26 $4.83K - $5.16K
6.59K $212K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-70
- 0.55%
$123.63 - $130.75 $8.65K - $9.15K
12.6K $1.59M
DHR
Danaher Corp

Healthcare
-1
- 0.6%
$202.46 - $223.01 $202 - $223
167 $36K
KO
Coca Cola CO

Consumer Defensive
-325
- 5.43%
$66.1 - $71.61 $21.5K - $23.3K
5.66K $399K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-10
- 0.05%
$43.35 - $44.35 $434 - $444
18.4K $812K
ED
Consolidated Edison Inc

Utilities
-74
- 0.52%
$96.11 - $102.39 $7.11K - $7.58K
14K $1.43M
BK
Bank Of New York Mellon Corp

Financial Services
-24
- 0.31%
$104.54 - $112.64 $2.51K - $2.7K
7.81K $862K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-92
- 0.43%
$459.47 - $491.71 $42.3K - $45.2K
21.1K $9.93M
INTC
Intel Corp

Technology
-18
- 0.16%
$34.71 - $41.53 $625 - $748
11K $380K
IWX
Ishares Tr Russell 200 Value E

ETFs
-365
- 1.1%
$86.49 - $90.54 $31.6K - $33K
32.7K $2.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-52
- 0.38%
$589.5 - $635.77 $30.7K - $33.1K
13.6K $8.22M
MMM
3 M CO

Industrials
-13
- 0.49%
$148.75 - $171.6 $1.93K - $2.23K
2.65K $437K
CRWD
Crowd Strike Holdings, Inc.

Technology
-17
- 2.09%
$482.23 - $557.53 $8.2K - $9.48K
796 $427K
SPGI
S&P Global Inc.

Financial Services
-7
- 0.05%
$472.05 - $502.96 $3.3K - $3.52K
15.3K $7.48M
IBM
International Business Machines Corp

Technology
-55
- 1.5%
$275.97 - $314.98 $15.2K - $17.3K
3.62K $1.07M
ABBV
Abb Vie Inc.

Healthcare
-9
- 0.05%
$211.96 - $244.38 $1.91K - $2.2K
17.7K $4.13M
UPS
United Parcel Service Inc

Industrials
-289
- 4.37%
$82.87 - $97.4 $23.9K - $28.1K
6.32K $595K
AXP
American Express CO

Financial Services
-100
- 1.17%
$316.26 - $372.77 $31.6K - $37.3K
8.46K $2.89M
JNJ
Johnson & Johnson

Healthcare
-207
- 2.8%
$185.98 - $199.58 $38.5K - $41.3K
7.19K $1.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-68
- 0.39%
$475.68 - $513.11 $32.3K - $34.9K
17.6K $8.94M
XOM
Exxon Mobil Corp

Energy
-29
- 0.12%
$110.64 - $119.78 $3.21K - $3.47K
24.9K $2.94M
GOOG
Alphabet Inc.

Communication Services
-136
- 2.94%
$237.49 - $291.74 $32.3K - $39.7K
4.5K $1.28M
CSCO
Cisco Systems, Inc.

Technology
-177
- 0.75%
$67.46 - $78.0 $11.9K - $13.8K
23.3K $1.81M
NEE
Nextera Energy Inc

Utilities
-53
- 0.24%
$78.18 - $86.03 $4.14K - $4.56K
22.2K $1.91M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.35K
- 0.54%
$268.43 - $288.26 $362K - $389K
250K $69.1M
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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