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SOA WEALTH ADVISORS, LLC. 13F portfolio summary

SOA WEALTH ADVISORS, LLC. of SOA WEALTH ADVISORS, LLC. has 852 current stock holdings with a reported portfolio value of $529.8M. The portfolio 1 year return is +30.09%. Top holdings include BEP (0.00%), BHF (0.00%), AGG (0.00%), AWK (0.00%), BIV (0.00%).

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SOA WEALTH ADVISORS, LLC.

SOA WEALTH ADVISORS, LLC.
Latest filing: 2026-03-31

SOA WEALTH ADVISORS, LLC. runs SOA WEALTH ADVISORS, LLC. and currently holds 852 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $529.79M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SOA WEALTH ADVISORS, LLC. ranks #550 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SOA WEALTH ADVISORS, LLC.'s portfolio at SOA WEALTH ADVISORS, LLC. has delivered returns of +30.09%. Their 3-year annualized return is +72.16%. Looking at the 5-year horizon, SOA WEALTH ADVISORS, LLC. has achieved +63.91% annualized returns at SOA WEALTH ADVISORS, LLC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+30.09%
#368/1000
3 Year
+72.16%
#458/1000
5 Year
+63.91%
#627/1000

Portfolio Value

$529.79M

Alpha Score

52.9

#550 of 1000

Holdings

852

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change