SW

SOA Wealth Advisors, LLC.

13F
SOA Wealth Advisors, LLC.
Last update 2025-07-18 878 Stocks (62 new)
Value $532.00 Mil Turnover 6 %
Countries:
Top Holdings: IWY(11.52%)AAPL(8.83%)VOO(5.51%)NVDA(3.65%)MSFT(3.32%)
Summary Stock Picks Current Portfolio
SOA Wealth Advisors, LLC. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWY
iShares Russell Top 200 Growth ETF
248,717
61,311.3
+5.75%
11.520
+0.63%
0.440
+24.18%
+7.66%
14,399.2
 
AAPL
Apple Inc
267,635
47,017.3
-0.73%
8.830
-0.08%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
VOO
Vanguard S&P 500 ETF
51,685
29,358.8
+13.63%
5.510
+0.66%
0.000
+18.45%
+8.18%
663,622.4
 
NVDA
NVIDIA Corp
156,178
19,425.1
-2.26%
3.650
-0.06%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
MSFT
Microsoft Corp
123,984
17,665.7
-2.22%
3.320
-0.06%
0.000
+35.37%
+20.48%
3,759,901.0
Software
SPYV
SPDR Portfolio S&P 500 Value ETF
236,701
12,388.9
-27.01%
2.330
-0.93%
0.050
+11.49%
+4.95%
27,326.2
 
AMZN
Amazon.com Inc
73,298
12,335.2
-6.16%
2.320
-0.14%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
EFIV
SPDR S&P 500 ESG ETF
193,131
11,307.8
+24.25%
2.120
+0.41%
1.010
+17.91%
+6.44%
1,142.3
 
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
280,358
11,219.9
-9.76%
2.110
-0.23%
0.070
+14.29%
+25.50%
17,097.1
 
VOE
Vanguard Mid-Cap Value ETF
61,150
10,056.8
+15.06%
1.890
+0.25%
0.060
+11.17%
+5.22%
17,813.4
 

SOA Wealth Advisors, LLC.'s Historical Top Holdings Breakdowns

SOA Wealth Advisors, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-06-30
Reduce
Reduce
-0.93%
●
45.11 ($49.99) 52.34
$53.67
7.36%
Reduce -27.01%
236,701
-87,573
IWP
iShares Russell Mid-Cap Growth ETF
2025-06-30
Add
Add
+0.82%
●
104.34 ($126.36) 138.68
$141.36
11.87%
Add 2234.8%
32,874
31,466
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.66%
●
456.74 ($525.37) 568.03
$582.86
10.94%
Add 13.63%
51,685
6,200
IWY
iShares Russell Top 200 Growth ETF
2025-06-30
Add
Add
+0.63%
●
187.5 ($222.41) 246.51
$253.28
13.88%
Add 5.75%
248,717
13,515
IJK
iShares S&P Mid-Cap 400 Growth ETF
2025-06-30
Reduce
Reduce
-0.42%
●
73.7 ($85.59) 90.98
$93.92
9.73%
Reduce -19.61%
98,279
-23,981
EFIV
SPDR S&P 500 ESG ETF
2025-06-30
Add
Add
+0.41%
●
47.24 ($54.17) 58.55
$60.12
10.98%
Add 24.25%
193,131
37,692
VOT
Vanguard Mid-Cap Growth ETF
2025-06-30
Reduce
Reduce
-0.27%
●
216.28 ($257.63) 284.39
$290.06
12.59%
Reduce -18.61%
23,368
-5,342
VOE
Vanguard Mid-Cap Value ETF
2025-06-30
Add
Add
+0.25%
●
141.87 ($158.37) 164.49
$170.22
7.48%
Add 15.06%
61,150
8,004
VGSR
Vert Global Sustainable Real Estate ETF
Vert Global Sustainable Real Estate ETF
2025-06-30
Add
Add
+0.24%
●
9.05 ($10.2) 10.65
$10.69
4.80%
Add 33.26%
481,734
120,241
DGRO
iShares Core Dividend Growth ETF
2025-06-30
Reduce
Reduce
-0.24%
●
55.22 ($60.99) 63.94
$65.78
7.85%
Reduce -10.63%
156,239
-18,584

SOA Wealth Advisors, LLC. Total Holding History ($B)

To

SOA Wealth Advisors, LLC.'s Asset Allocation

To

SOA Wealth Advisors, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SOA Wealth Advisors, LLC.'s Hypothetical Growth since 2025-06-30

SOA Wealth Advisors, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

SOA Wealth Advisors, LLC.'s Holdings Heat Map

Size field:

SOA Wealth Advisors, LLC.'s Holdings Bubble Chart

SOA Wealth Advisors, LLC. News

  • 1

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