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
501
ETVEATON VANCE TAX-MANAGED BUY- W COM
1,250$16.5M0.00%
502
OREALTY INCOME CORP COM
283$16.4M0.00%
503
VLOVALERO ENERGY CORP COM
124$16.4M0.00%
504
EWCISHARES MSCI CANADA ETF
400$16.3M0.00%
505
COFCAPITAL ONE FINL CORP COM
90$16.2M0.00%
506
RTXRTX CORPORATION COM
122$16.2M0.00%
507
FXIISHARES CHINA LARGE-CAP ETF
451$16.2M0.00%
508
UNMUNUM GROUP COM
196$16.0M0.00%
509
SONYSONY GROUP CORP SPONSORED ADR
618$15.7M0.00%
510
UALUNITED AIRLS HLDGS INC COM
225$15.5M0.00%
511
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
255$15.5M0.00%
512
AXONAXON ENTERPRISE INC COM
29$15.3M0.00%
513
TPRTAPESTRY INC COM
214$15.1M0.00%
514
SCHASCHWAB U.S. SMALL-CAP ETF
640$15.0M0.00%
515
PLDPROLOGIS INC. COM
8,958$14.8M0.00%
516
XFFCXFLAHERTY & CRUMRINE PFD SECS I COM
918$14.6M0.00%
517
PKGPACKAGING CORP AMER COM
73$14.5M0.00%
518
ERTHINVESCO MSCI SUSTAINABLE FUTURE ETF
371$14.4M0.00%
519
ESSESSEX PPTY TR INC COM
47$14.4M0.00%
520
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
178$14.4M0.00%
521
FEPFIRST TRUST EUROPE ALPHADEX FUND
349$14.3M0.00%
522
VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF
132$14.1M0.00%
523
SRESEMPRA COM
195$13.9M0.00%
524
ISRGINTUITIVE SURGICAL INC COM NEW
28$13.9M0.00%
525
FASTFASTENAL CO COM
178$13.8M0.00%
526
VDCVANGUARD CONSUMER STAPLES ETF
63$13.7M0.00%
527
NVONOVO-NORDISK A S ADR
197$13.7M0.00%
528
ITWILLINOIS TOOL WKS INC COM
55$13.6M0.00%
529
MSGSMADISON SQUARE GRDN SPRT CORP CL A
70$13.6M0.00%
530
ENBENBRIDGE INC COM
307$13.6M0.00%
531
EMREMERSON ELEC CO COM
124$13.6M0.00%
532
EIXEDISON INTL COM
224$13.2M0.00%
533
BTZBLACKROCK CR ALLOCATION INCOME COM
13,093$13.1M0.00%
534
SYYSYSCO CORP COM
170$12.8M0.00%
535
FPFFIRST TR INTER DURATN PFD & IN COM
690$12.7M0.00%
536
WPPWPP PLC NEW ADR
334$12.7M0.00%
537
FSLRFIRST SOLAR INC COM
100$12.6M0.00%
538
APHAMPHENOL CORP NEW CL A
12,421$12.4M0.00%
539
WBAWALGREENS BOOTS ALLIANCE INC COM
1,084$12.1M0.00%
540
VKTXVIKING THERAPEUTICS INC COM
500$12.1M0.00%
541
RHPRYMAN HOSPITALITY PPTYS INC COM
130$11.9M0.00%
542
LUVSOUTHWEST AIRLS CO COM
350$11.8M0.00%
543
KVUEKENVUE INC COM
481$11.5M0.00%
544
JNPJUNIPER NETWORKS INC COM
313$11.3M0.00%
545
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B
784$11.1M0.00%
546
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
50$11.1M0.00%
547
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
250$11.1M0.00%
548
ETRENTERGY CORP NEW COM
10,931$10.9M0.00%
549
DMARFT VEST US EQUITY DEEP BUFFER ETF - MARCH
288$10.9M0.00%
550
CODICOMPASS DIVERSIFIED SH BEN INT
580$10.8M0.00%
551
VRMEVERIFYME INC COM NEW
15,800$10.7M0.00%
552
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM
213$10.6M0.00%
553
NACNUVEEN CA QUALTY MUN INCOME FD COM
933$10.5M0.00%
554
TTTRANE TECHNOLOGIES PLC SHS
31$10.4M0.00%
555
GDGENERAL DYNAMICS CORP COM
38$10.4M0.00%
556
AGEMABRDN EMERGING MARKETS DIVIDEND ACTIVE ETF
354$10.3M0.00%
557
HLTHILTON WORLDWIDE HLDGS INC COM
10,286$10.3M0.00%
558
XHRXENIA HOTELS & RESORTS INC COM
873$10.3M0.00%
559
LDOSLEIDOS HOLDINGS INC COM
75$10.2M0.00%
560
HWMHOWMET AEROSPACE INC COM
10,071$10.1M0.00%
561
RACEFERRARI N V COM
9,774$9.8M0.00%
562
XLUUTILITIES SELECT SECTOR SPDR FUND
123$9.7M0.00%
563
CMECME GROUP INC COM
36$9.7M0.00%
564
GHYPGIM GLOBAL HIGH YIELD FD FORM COM
719$9.6M0.00%
565
ROSTROSS STORES INC COM
9,567$9.6M0.00%
566
WELLWELLTOWER INC COM
9,393$9.4M0.00%
567
GSKGSK PLC SPONSORED ADR
240$9.3M0.00%
568
SLXVANECK STEEL ETF
151$9.3M0.00%
569
WABWABTEC COM
51$9.2M0.00%
570
GISGENERAL MLS INC COM
154$9.2M0.00%
571
WDCWESTERN DIGITAL CORP COM
9,168$9.2M0.00%
572
AOSSMITH A O CORP COM
138$9.0M0.00%
573
SDOGALPS SECTOR DIVIDEND DOGS ETF
155$9.0M0.00%
574
CCLCARNIVAL CORP PAIRED CTF
449$8.8M0.00%
575
ZMZOOM COMMUNICATIONS INC CL A
114$8.4M0.00%
576
CDNSCADENCE DESIGN SYSTEM INC COM
33$8.4M0.00%
577
IAU*ISHARES GOLD TRUST
140$8.3M0.00%
578
ONON SEMICONDUCTOR CORP COM
200$8.1M0.00%
579
ANETARISTA NETWORKS INC COM SHS
105$8.1M0.00%
580
TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
201$8.1M0.00%
581
VVVANGUARD LARGE-CAP ETF
31$8.1M0.00%
582
BXMTBLACKSTONE MTG TR INC COM CL A
404$8.1M0.00%
583
TYGTORTOISE ENERGY INFRA CORP COM
187$8.1M0.00%
584
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG
8,008$8.0M0.00%
585
MVISMICROVISION INC DEL COM NEW
6,457$8.0M0.00%
586
INTUINTUIT COM
13$8.0M0.00%
587
ALVAUTOLIV INC COM
90$8.0M0.00%
588
NFJVIRTUS DIVIDEND INTEREST & PR COM
656$8.0M0.00%
589
SSBUSDSOUTHSTATE CORPORATION COM
85$7.9M0.00%
590
COHRCOHERENT CORP COM
121$7.9M0.00%
591
AMATAPPLIED MATLS INC COM
54$7.8M0.00%
592
CHDCHURCH & DWIGHT CO INC COM
70$7.7M0.00%
593
INDBINDEPENDENT BK CORP MASS COM
122$7.7M0.00%
594
BSVVANGUARD SHORT-TERM BOND ETF
96$7.5M0.00%
595
URIUNITED RENTALS INC COM
7,488$7.5M0.00%
596
GFSGLOBALFOUNDRIES INC ORDINARY SHARES
200$7.4M0.00%
597
SWSSMITH & WESSON BRANDS INC COM
790$7.4M0.00%
598
AQLTISHARES U.S. TREASURY BOND ETF
320$7.4M0.00%
599
COMTISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
277$7.3M0.00%
600
AIZASSURANT INC COM
34$7.2M0.00%
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