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
$127B
$107,000 0.02% of portfolio
366
Q3 2024 Reduced 57.98%
$0
$103,000 0.02% of portfolio
559
Q4 2024 Added 251.57%
$75.5B
$110,000 0.02% of portfolio
1,299
Q4 2024 Added 108.51%
$77.3B
$27,000 0.01% of portfolio
99
Q2 2024 Added 1.02%
$124M
$30,000 0.01% of portfolio
4,000
Q4 2020 New
$0
$67,000 0.01% of portfolio
1,019
Q4 2024 Added 0.1%
$0
$52,000 0.01% of portfolio
506
Q3 2024 Reduced 3.25%
$0
$29,000 0.01% of portfolio
1,399
Q4 2024 Added 1.16%
$8.86B
$55,000 0.01% of portfolio
400
Q2 2022 Reduced 10.91%
$0
$72,000 0.01% of portfolio
1,471
Q4 2024 Reduced 17.41%
$0
$44,000 0.01% of portfolio
760
Q4 2024 Added 1.2%
$7.17B
$63,000 0.01% of portfolio
5,757
Q4 2024 Reduced 9.74%
$39.8B
$44,000 0.01% of portfolio
578
Q4 2024 Added 1.76%
$64B
$43,000 0.01% of portfolio
535
Q4 2024 Added 0.56%
$0
$42,000 0.01% of portfolio
640
Q4 2023 New
$0
$79,000 0.01% of portfolio
2,348
Q4 2024 Added 0.04%
$0
$52,000 0.01% of portfolio
864
Q4 2024 Reduced 4.32%
$26.9B
$51,000 0.01% of portfolio
251
Q2 2024 Reduced 0.4%
$44.2B
$33,000 0.01% of portfolio
97
Q2 2024 Reduced 3.96%
$141B
$47,000 0.01% of portfolio
133
Q2 2024 Reduced 0.75%
$0
$29,000 0.01% of portfolio
266
Q4 2024 Added 11.3%
$0
$39,000 0.01% of portfolio
800
Q4 2020 New
$81.2B
$77,000 0.01% of portfolio
603
Q2 2024 Reduced 15.9%
$8.49B
$34,000 0.01% of portfolio
613
Q4 2024 Reduced 4.37%
$197B
$33,000 0.01% of portfolio
94
Q4 2024 Reduced 2.08%
$0
$53,000 0.01% of portfolio
1,000
Q4 2020 New
$76.5B
$32,000 0.01% of portfolio
164
Q3 2022 Reduced 1.8%
$22.5B
$35,000 0.01% of portfolio
1,388
Q2 2024 Added 3.35%
$0
$38,000 0.01% of portfolio
2,483
Q4 2024 Added 1.39%
$0
$27,000 0.01% of portfolio
1,309
Q4 2024 Added 1.95%
$46.6B
$40,000 0.01% of portfolio
233
Q4 2024 Added 0.43%
$31.4B
$68,000 0.01% of portfolio
3,217
Q4 2024 Added 8,365.79%
$259B
$52,000 0.01% of portfolio
837
Q4 2024 Added 2.7%
$44.3B
$51,000 0.01% of portfolio
510
Q4 2023 Added 283.46%
$40.2B
$39,000 0.01% of portfolio
267
Q4 2024 Reduced 1.84%
$0
$60,000 0.01% of portfolio
1,212
Q4 2024 Added 6.04%
$24.4B
$66,000 0.01% of portfolio
266
Q4 2024 Added 17.7%
$59.2B
$29,000 0.01% of portfolio
85
Q2 2024 Reduced 1.16%
$0
$66,000 0.01% of portfolio
1,456
Q4 2024 Added 0.69%
$0
$59,000 0.01% of portfolio
1,423
Q3 2024 Added 351.75%
$56.1B
$74,000 0.01% of portfolio
813
Q4 2024 Added 0.12%
$26.7B
$30,000 0.01% of portfolio
532
Q4 2024 Added 0.19%
$0
$64,000 0.01% of portfolio
1,590
Q4 2024 Reduced 1.49%
$5.48B
$64,000 0.01% of portfolio
2,238
Q4 2024 Added 0.09%
$57.4B
$37,000 0.01% of portfolio
1,921
Q4 2024 Added 28.07%
$47.7B
$47,000 0.01% of portfolio
362
Q4 2024 Added 5.23%
$5.35B
$33,000 0.01% of portfolio
705
Q4 2020 New
$166B
$52,000 0.01% of portfolio
700
Q4 2024 Added 102.9%
$0
$32,000 0.01% of portfolio
147
Q4 2024 Added 5.0%

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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