Soa Wealth Advisors, Llc. Portfolio Holdings

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

Soa Wealth Advisors, Llc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $532 Million distributed in 872 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $69.9M, Apple Inc. with a value of $59.9M, Vanguard Index Fds S&P 500 ETF with a value of $28.9M, Microsoft Corp with a value of $17.6M, and Nvidia Corp with a value of $16.1M.

Below you can find more details about Soa Wealth Advisors, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $532 Million
ETFs: $317 Million
Technology: $109 Million
Financial Services: $35.5 Million
Consumer Cyclical: $19.9 Million
Communication Services: $13.8 Million
Industrials: $7.33 Million
Healthcare: $5.43 Million
Consumer Defensive: $4.11 Million
Other: $7.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$589,000 0.11% of portfolio
5,772
Q4 2024 Added 0.05%
$0
$602,000 0.11% of portfolio
15,022
Q4 2024 Reduced 0.08%
$0
$574,000 0.11% of portfolio
1,984
Q4 2024 Added 0.4%
$195B
$535,000 0.1% of portfolio
1,029
Q4 2024 Reduced 0.48%
$0
$556,000 0.1% of portfolio
2,393
Q4 2024 Added 0.59%
$0
$538,000 0.1% of portfolio
4,217
Q4 2024 Reduced 4.74%
$0
$547,000 0.1% of portfolio
7,785
Q4 2024 Reduced 0.97%
$13.8B
$539,000 0.1% of portfolio
1,618
Q3 2024 Reduced 1.34%
$177B
$543,000 0.1% of portfolio
2,792
Q4 2024 Added 0.65%
$0
$498,000 0.09% of portfolio
11,522
Q3 2024 Added 75.91%
$99.1B
$456,000 0.09% of portfolio
2,648
Q4 2024 Added 0.08%
$0
$458,000 0.09% of portfolio
4,149
Q4 2024 Added 0.95%
$310B
$491,000 0.09% of portfolio
7,897
Q4 2024 Added 6.24%
$0
$469,000 0.09% of portfolio
2,179
Q4 2024 Added 0.18%
$0
$475,000 0.09% of portfolio
1,384
Q4 2024 Added 0.14%
$0
$453,000 0.09% of portfolio
7,522
Q4 2024 Added 1.42%
$80B
$400,000 0.08% of portfolio
5,290
Q4 2024 Reduced 8.52%
$202B
$451,000 0.08% of portfolio
19,809
Q4 2024 Added 2.07%
$0
$442,000 0.08% of portfolio
9,691
Q4 2024 Added 26.63%
$0
$411,000 0.08% of portfolio
8,852
Q3 2024 Added 561.58%
$268B
$436,000 0.08% of portfolio
1,305
Q4 2024 Reduced 2.25%
$0
$436,000 0.08% of portfolio
3,176
Q4 2024 Reduced 2.16%
$0
$438,000 0.08% of portfolio
10,493
Q4 2024 Added 4.12%
$0
$383,000 0.07% of portfolio
13,765
Q4 2024 Added 300.38%
$0
$355,000 0.07% of portfolio
16,447
Q3 2024 Added 213.75%
$0
$361,000 0.07% of portfolio
4,774
Q4 2024 Reduced 6.98%
$0
$394,000 0.07% of portfolio
9,125
Q2 2024 Added 390.86%
$0
$399,000 0.07% of portfolio
2,507
Q4 2024 Reduced 12.95%
$0
$378,000 0.07% of portfolio
4,970
Q4 2024 Added 0.22%
$0
$399,000 0.07% of portfolio
5,127
Q4 2024 Added 26.06%
$0
$382,000 0.07% of portfolio
5,315
Q4 2024 Added 43.57%
$121B
$363,000 0.07% of portfolio
1,709
Q4 2024 Added 0.12%
$861B
$361,000 0.07% of portfolio
1,832
Q4 2024 Added 24.29%
$0
$343,000 0.06% of portfolio
4,511
Q4 2024 Reduced 1.91%
$0
$323,000 0.06% of portfolio
3,341
Q4 2024 Reduced 12.54%
$0
$345,000 0.06% of portfolio
2,083
Q4 2024 Added 0.34%
$0
$306,000 0.06% of portfolio
28,550
Q4 2022 Reduced 8.74%
$183B
$342,000 0.06% of portfolio
69
Q3 2023 Added 13.11%
$112B
$318,000 0.06% of portfolio
3,500
Q4 2024 Added 2.25%
$0
$294,000 0.06% of portfolio
7,023
Q4 2024 Reduced 0.17%
$0
$305,000 0.06% of portfolio
13,392
Q3 2024 Reduced 3.09%
$102B
$320,000 0.06% of portfolio
1,813
Q4 2024 Reduced 9.4%
$191B
$334,000 0.06% of portfolio
8,354
Q4 2024 Added 17.12%
$0
$302,000 0.06% of portfolio
7,505
Q4 2024 Added 0.5%
$0
$329,000 0.06% of portfolio
3,295
Q1 2024 Added 400.0%
$142B
$246,000 0.05% of portfolio
3,337
Q4 2024 Added 1.89%
$142B
$247,000 0.05% of portfolio
9,337
Q4 2024 Reduced 7.21%
$0
$258,000 0.05% of portfolio
608
Q3 2024 Reduced 1.78%
$173B
$244,000 0.05% of portfolio
1,594
Q4 2024 Added 0.19%

Summary

  • Portfolio
  • No. of Stocks 872
  • Current Value $532 Million
  • Prior Value $532 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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