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
+26.21%
+7.33%
14,299.1
 
AAPL
Apple Inc
267,635
47,017.3
-0.73%
8.830
-0.08%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
VOO
Vanguard S&P 500 ETF
51,685
29,358.8
+13.63%
5.510
+0.66%
0.000
+19.59%
+7.78%
660,834.1
 
NVDA
NVIDIA Corp
156,178
19,425.1
-2.26%
3.650
-0.06%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
MSFT
Microsoft Corp
123,984
17,665.7
-2.22%
3.320
-0.06%
0.000
+38.94%
+21.47%
3,790,969.0
Software
SPYV
SPDR Portfolio S&P 500 Value ETF
236,701
12,388.9
-27.01%
2.330
-0.93%
0.050
+11.21%
+3.38%
26,844.9
 
AMZN
Amazon.com Inc
73,298
12,335.2
-6.16%
2.320
-0.14%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
EFIV
SPDR S&P 500 ESG ETF
193,131
11,307.8
+24.25%
2.120
+0.41%
1.010
+18.72%
+5.82%
1,134.5
 
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
280,358
11,219.9
-9.76%
2.110
-0.23%
0.070
+12.25%
+21.04%
16,399.8
 
VOE
Vanguard Mid-Cap Value ETF
61,150
10,056.8
+15.06%
1.890
+0.25%
0.060
+11.04%
+4.56%
17,498.4
 

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
$52.87
5.76%
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
$140.64
11.30%
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
$576.92
9.81%
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
$251.97
13.29%
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
$92.80
8.42%
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
$59.40
9.65%
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
$288.96
12.16%
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
$167.16
5.55%
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
$10.47
2.65%
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
$64.76
6.18%
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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