Back to investors
SOA WEALTH ADVISORS, LLC.
SOA WEALTH ADVISORS, LLC.
Latest filing: 2026-06-30
SOA WEALTH ADVISORS, LLC. runs SOA WEALTH ADVISORS, LLC. and currently holds 886 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $595.06M. Their top holdings are IWY, AAPL, VOO, NVDA, VOE. The top five represent 33.1% of reported portfolio weight. SOA WEALTH ADVISORS, LLC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SOA WEALTH ADVISORS, LLC. initiated 1 new position. They added to 35 existing positions. They trimmed 60 positions. Their current best-performing preview position is WDC with returns of +36,823.00%.
Sign in to enable email alerts for this investor.
Showper page
886 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IWY ISHARES RUSSELL TOP 200 GROWTH ETF | 10.20% | $147.91 | $285.65 | +93.12% | Added +0.96% |
 AAPL APPLE INC COM | 10.11% | $143.89 | $309.35 | +114.99% | Trimmed -6.17% |
 VOO VANGUARD S&P 500 ETF | 5.76% | $385.42 | $703.77 | +82.60% | Trimmed -0.24% |
 NVDA NVIDIA CORPORATION COM | 4.24% | $52.69 | $214.76 | +307.59% | Trimmed -4.51% |
 VOE VANGUARD MID-CAP VALUE ETF | 2.75% | $149.98 | $208.62 | +39.10% | Added +2.93% |
 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 2.72% | $25.19 | $27.81 | +10.38% | Added +45.76% |
 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 2.57% | $32.55 | $55.85 | +71.57% | Added +3.57% |
 AMZN AMAZON COM INC COM | 2.30% | $168.17 | $258.63 | +53.79% | Trimmed -2.89% |
 MSFT MICROSOFT CORP COM | 2.11% | $339.16 | $483.24 | +42.48% | Added +33.12% |
EF EFIV STATE STREET SPDR S&P 500 ESG ETF | 2.03% | $55.19 | $75.03 | +35.94% | Trimmed -1.80% |
Showing 1-10 of 886