SOA Wealth Advisors, LLC. Q1 2025 Filing

Filed April 14, 2025

Portfolio Value

$479.0B

Holdings

882

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (882 positions)

#StockSharesValue% PortfolioType
201
YUMYUM BRANDS INC COM
1,135$178.6M0.04%
202
ELLAUDER ESTEE COS INC CL A
2,699$178.1M0.04%
203
GBTCGRAYSCALE BITCOIN TRUST ETF
2,718$177.1M0.04%
204
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
2,206$168.9M0.04%
205
IWPISHARES RUSSELL MID-CAP GROWTH ETF
1,408$165.4M0.03%
206
BLKBLACKROCK INC COM
15,378$164.0M0.03%
207
SHYISHARES 1-3 YEAR TREASURY BOND ETF
1,953$161.6M0.03%
208
RYROYAL BK CDA COM
1,433$161.5M0.03%
209
CMCSACOMCAST CORP NEW CL A
4,377$161.5M0.03%
210
PIOINVESCO GLOBAL WATER ETF
4,007$160.8M0.03%
211
SCHMSCHWAB U.S. MID-CAP ETF
5,991$157.0M0.03%
212
GEGE AEROSPACE COM NEW
778$155.7M0.03%
213
MAINMAIN STR CAP CORP COM
2,743$155.1M0.03%
214
OFSOFS CAP CORP COM
16,669$154.9M0.03%
215
WPCWP CAREY INC COM
2,379$150.1M0.03%
216
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
1,800$149.3M0.03%
217
IWSISHARES RUSSELL MID-CAP VALUE ETF
1,184$149.1M0.03%
218
APOAPOLLO GLOBAL MGMT INC COM
1,077$147.5M0.03%
219
HONHONEYWELL INTL INC COM
6,699$143.7M0.03%
220
CELHCELSIUS HLDGS INC COM NEW
4,000$142.5M0.03%
221
DJANFT VEST US EQUITY DEEP BUFFER ETF - JANUARY
3,751$142.4M0.03%
222
AOMISHARES CORE 40/60 MODERATE ALLOCATION ETF
3,230$141.7M0.03%
223
GILDGILEAD SCIENCES INC COM
1,258$140.9M0.03%
224
RSPNINVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
2,855$139.7M0.03%
225
VCRVANGUARD CONSUMER DISCRETIONARY ETF
425$138.5M0.03%
226
DFEBFT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
3,269$137.8M0.03%
227
DNOVFT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER
3,280$137.5M0.03%
228
RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
4,546$135.3M0.03%
229
MDYGSPDR S&P 400 MID CAP GROWTH ETF
1,697$134.8M0.03%
230
LINLINDE PLC SHS
289$134.6M0.03%
231
PAYXPAYCHEX INC COM
855$131.8M0.03%
232
PHPARKER-HANNIFIN CORP COM
19,000$129.6M0.03%
233
PHOINVESCO WATER RESOURCES ETF
64,674$129.5M0.03%
234
UBERUBER TECHNOLOGIES INC COM
1,765$128.6M0.03%
235
VHTVANGUARD HEALTH CARE ETF
483$128.0M0.03%
236
PLTRPALANTIR TECHNOLOGIES INC CL A
1,496$126.3M0.03%
237
XBISPDR S&P BIOTECH ETF
106,571$126.0M0.03%
238
IFRAISHARES U.S. INFRASTRUCTURE ETF
2,734$123.2M0.03%
239
CHKPCHECK POINT SOFTWARE TECH LTD ORD
527$120.1M0.03%
240
LVLNSPDR S&P REGIONAL BANKING ETF
2,107$119.8M0.03%
241
OSKOSHKOSH CORP COM
1,268$119.3M0.02%
242
DWDMORGAN STANLEY COM NEW
1,020$119.1M0.02%
243
IATISHARES U.S. REGIONAL BANKS ETF
2,547$118.8M0.02%
244
TFCTRUIST FINL CORP COM
2,858$117.6M0.02%
245
WDAYWORKDAY INC CL A
500$116.8M0.02%
246
GMGENERAL MTRS CO COM
2,482$116.7M0.02%
247
4I1PHILIP MORRIS INTL INC COM
26,651$112.7M0.02%
248
SPGIS&P GLOBAL INC COM
15,672$112.6M0.02%
249
ADPAUTOMATIC DATA PROCESSING INC COM
366$111.8M0.02%
250
SESEA LTD SPONSORD ADS
850$110.9M0.02%
251
OMCOMNICOM GROUP INC COM
1,331$110.3M0.02%
252
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
819$108.3M0.02%
253
GDXVANECK GOLD MINERS ETF
2,348$107.9M0.02%
254
KRGKITE RLTY GROUP TR COM NEW
4,817$107.8M0.02%
255
DALDELTA AIR LINES INC DEL COM NEW
2,402$104.7M0.02%
256
GEVGE VERNOVA INC COM
53,295$104.7M0.02%
257
CATCATERPILLAR INC COM
315$103.7M0.02%
258
CSXCSX CORP COM
103,163$103.2M0.02%
259
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
2,008$101.7M0.02%
260
DSEPFT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER
2,510$99.6M0.02%
261
VTEBVANGUARD TAX-EXEMPT BOND ETF
1,996$99.0M0.02%
262
IBBISHARES BIOTECHNOLOGY ETF
768$98.3M0.02%
263
ACNACCENTURE PLC IRELAND SHS CLASS A
312$97.4M0.02%
264
QMARFT VEST NASDAQ-100 BUFFER ETF - MARCH
3,403$96.3M0.02%
265
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
95,855$95.9M0.02%
266
STAGSTAG INDL INC COM
2,624$94.8M0.02%
267
MMM3M CO COM
645$94.8M0.02%
268
TRVCCITIGROUP INC COM NEW
1,328$94.3M0.02%
269
EBAEBAY INC. COM
1,391$94.2M0.02%
270
HQHABRDN HEALTHCARE INVESTORS SH BEN INT
5,771$93.7M0.02%
271
ALSALLSTATE CORP COM
433$89.7M0.02%
272
XBMEXBLACKROCK HEALTH SCIENCES TR COM
2,311$89.3M0.02%
273
AEPAMERICAN ELEC PWR CO INC COM
815$89.0M0.02%
274
PBDINVESCO GLOBAL CLEAN ENERGY ETF
8,418$88.7M0.02%
275
TECHBIO-TECHNE CORP COM
1,468$86.1M0.02%
276
VOOGVANGUARD S&P 500 GROWTH ETF
257$86.0M0.02%
277
SMCISUPER MICRO COMPUTER INC COM NEW
2,495$85.4M0.02%
278
PDOPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS
84,723$84.7M0.02%
279
SMLVSPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF
664$81.5M0.02%
280
AIEQAMPLIFY AI POWERED EQUITY ETF
2,197$81.0M0.02%
281
APDAIR PRODS & CHEMS INC COM
273$80.5M0.02%
282
GFFGRIFFON CORP COM
1,100$78.7M0.02%
283
ADSKAUTODESK INC COM
296$77.5M0.02%
284
FTNTFORTINET INC COM
805$77.5M0.02%
285
POOLPOOL CORP COM
239$76.1M0.02%
286
IBITISHARES BITCOIN TRUST ETF
1,607$75.2M0.02%
287
BCATBLACKROCK CAP ALLOCATION TERM COM
75,069$75.1M0.02%
288
APPAPPLOVIN CORP COM CL A
283$75.0M0.02%
289
IEFISHARES 7-10 YEAR TREASURY BOND ETF
771$73.5M0.02%
290
NXPINXP SEMICONDUCTORS N V COM
386$73.4M0.02%
291
DTEDTE ENERGY CO COM
525$72.6M0.02%
292
IYEISHARES U.S. ENERGY ETF
1,466$72.3M0.02%
293
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
1,476$72.1M0.02%
294
BBYBEST BUY INC COM
975$71.8M0.01%
295
GAUGFT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST
2,058$71.5M0.01%
296
DAUGFT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST
1,832$71.1M0.01%
297
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
70,522$70.5M0.01%
298
LYVLIVE NATION ENTERTAINMENT INC COM
3,892$68.7M0.01%
299
YUMCYUM CHINA HLDGS INC COM
1,312$68.3M0.01%
300
CMGCHIPOTLE MEXICAN GRILL INC COM
1,350$67.8M0.01%
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