Soa Wealth Advisors, Llc. Portfolio Holdings
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
Soa Wealth Advisors, Llc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $850 Million distributed in 882 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Value ETF with a value of $71M, Apple Inc. with a value of $59.9M, Ishares Tr Russell 200 Growth with a value of $49.5M, Microsoft Corp with a value of $47.6M, and Ishares Russell 2000 ETF with a value of $29.2M.
Examining the 13F form we can see an increase of $318M in the current position value, from $532M to 850M.
Below you can find more details about Soa Wealth Advisors, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$850 Million
ETFs: $441 Million
Technology: $152 Million
Financial Services: $61.6 Million
Consumer Cyclical: $41.8 Million
Consumer Defensive: $31.4 Million
Industrials: $30.9 Million
Communication Services: $30.6 Million
Healthcare: $21.2 Million
Other: $25.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 882
- Current Value $850 Million
- Prior Value $532 Million
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 46 stocks
- Additional Purchases 261 stocks
- Sold out of 0 stocks
- Reduced holdings in 149 stocks