SOA Wealth Advisors, LLC. Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$532.4B

Holdings

879

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (879 positions)

#StockSharesValue% PortfolioType
201
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
2,169$192.5M0.04%
202
PFEPFIZER INC COM
7,844$190.1M0.04%
203
RYROYAL BK CDA COM
1,433$188.5M0.04%
204
NXPINXP SEMICONDUCTORS N V COM
827$180.7M0.03%
205
VOOGVANGUARD S&P 500 GROWTH ETF
453$179.7M0.03%
206
PIOINVESCO GLOBAL WATER ETF
4,014$179.3M0.03%
207
BLKBLACKROCK INC COM
12,958$178.5M0.03%
208
LOWLOWES COS INC COM
800$177.4M0.03%
209
MPLXMPLX LP COM UNIT REP LTD
3,440$177.2M0.03%
210
CITHE CIGNA GROUP COM
528$174.6M0.03%
211
CELHCELSIUS HLDGS INC COM NEW
3,738$173.4M0.03%
212
MAMASTERCARD INCORPORATED CL A
302$169.8M0.03%
213
SCHMSCHWAB U.S. MID-CAP ETF
6,013$168.7M0.03%
214
ADBEADOBE INC COM
433$167.5M0.03%
215
YUMYUM BRANDS INC COM
1,114$165.0M0.03%
216
MAINMAIN STR CAP CORP COM
2,774$164.0M0.03%
217
GHIGREYSTONE HOUSING IMPACT INVES BEN UNIT CTF
14,472$163.8M0.03%
218
ACNACCENTURE PLC IRELAND SHS CLASS A
548$163.8M0.03%
219
IVLUISHARES MSCI INTL VALUE FACTOR ETF
4,883$160.6M0.03%
220
PGRPROGRESSIVE CORP COM
13,792$160.0M0.03%
221
AMGNAMGEN INC COM
573$160.0M0.03%
222
DJANFT VEST US EQUITY DEEP BUFFER ETF - JANUARY
3,958$159.7M0.03%
223
GEVGE VERNOVA INC COM
55,446$157.9M0.03%
224
HONHONEYWELL INTL INC COM
6,373$157.1M0.03%
225
IWSISHARES RUSSELL MID-CAP VALUE ETF
1,188$157.0M0.03%
226
VCRVANGUARD CONSUMER DISCRETIONARY ETF
426$154.5M0.03%
227
RSPNINVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
2,861$153.1M0.03%
228
APOAPOLLO GLOBAL MGMT INC COM
1,077$152.8M0.03%
229
ABTABBOTT LABS COM
1,113$151.3M0.03%
230
SHYISHARES 1-3 YEAR TREASURY BOND ETF
1,826$151.3M0.03%
231
WPCWP CAREY INC COM
2,416$150.7M0.03%
232
MDYGSPDR S&P 400 MID CAP GROWTH ETF
1,700$147.7M0.03%
233
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
1,632$147.1M0.03%
234
DNOVFT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER
3,280$146.6M0.03%
235
OFSOFS CAP CORP COM
17,338$146.3M0.03%
236
DFEBFT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
3,269$145.9M0.03%
237
UBERUBER TECHNOLOGIES INC COM
1,550$144.6M0.03%
238
PHPARKER-HANNIFIN CORP COM
15,915$143.2M0.03%
239
IBITISHARES BITCOIN TRUST ETF
2,320$142.0M0.03%
240
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
1,812$140.1M0.03%
241
DWDMORGAN STANLEY COM NEW
994$140.0M0.03%
242
CHKPCHECK POINT SOFTWARE TECH LTD ORD
632$139.8M0.03%
243
HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF
2,940$139.6M0.03%
244
LINLINDE PLC SHS
289$135.6M0.03%
245
IFRAISHARES U.S. INFRASTRUCTURE ETF
2,744$135.0M0.03%
246
CMCSACOMCAST CORP NEW CL A
3,778$134.8M0.03%
247
RCLROYAL CARIBBEAN GROUP COM
430$134.7M0.03%
248
RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
4,555$132.9M0.02%
249
CBRECBRE GROUP INC CL A
935$131.0M0.02%
250
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
54,424$131.0M0.02%
251
DTEDTE ENERGY CO COM
974$129.0M0.02%
252
SPGIS&P GLOBAL INC COM
15,210$125.3M0.02%
253
PAYXPAYCHEX INC COM
860$125.0M0.02%
254
AOMISHARES CORE 40/60 MODERATE ALLOCATION ETF
2,659$122.4M0.02%
255
GDXVANECK GOLD MINERS ETF
2,348$122.2M0.02%
256
DOLWISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND
2,048$122.0M0.02%
257
MCKMCKESSON CORP COM
165$120.9M0.02%
258
VHTVANGUARD HEALTH CARE ETF
485$120.5M0.02%
259
WDAYWORKDAY INC CL A
500$120.0M0.02%
260
ELLAUDER ESTEE COS INC CL A
1,479$119.5M0.02%
261
DALDELTA AIR LINES INC DEL COM NEW
2,402$118.1M0.02%
262
XBISPDR S&P BIOTECH ETF
96,216$116.1M0.02%
263
TRVCCITIGROUP INC COM NEW
1,352$115.1M0.02%
264
IATISHARES U.S. REGIONAL BANKS ETF
2,311$114.5M0.02%
265
LVLNSPDR S&P REGIONAL BANKING ETF
1,915$113.7M0.02%
266
DYHTARGET CORP COM
1,151$113.5M0.02%
267
KRGKITE RLTY GROUP TR COM NEW
4,873$110.4M0.02%
268
CMGCHIPOTLE MEXICAN GRILL INC COM
1,961$110.1M0.02%
269
OSKOSHKOSH CORP COM
967$109.7M0.02%
270
BKBANK NEW YORK MELLON CORP COM
7,160$108.9M0.02%
271
SMCISUPER MICRO COMPUTER INC COM NEW
2,212$108.4M0.02%
272
ANETARISTA NETWORKS INC COM SHS
1,058$108.2M0.02%
273
DSEPFT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER
2,510$106.4M0.02%
274
PBDINVESCO GLOBAL CLEAN ENERGY ETF
8,436$106.3M0.02%
275
GMGENERAL MTRS CO COM
2,125$104.6M0.02%
276
GILDGILEAD SCIENCES INC COM
928$102.9M0.02%
277
VLOVALERO ENERGY CORP COM
764$102.7M0.02%
278
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
2,013$102.0M0.02%
279
CEGCONSTELLATION ENERGY CORP COM
316$101.8M0.02%
280
PYPLPAYPAL HLDGS INC COM
1,348$100.2M0.02%
281
ADPAUTOMATIC DATA PROCESSING INC COM
320$98.6M0.02%
282
VTEBVANGUARD TAX-EXEMPT BOND ETF
1,996$97.8M0.02%
283
OMCOMNICOM GROUP INC COM
1,331$95.8M0.02%
284
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
1,377$95.1M0.02%
285
SOFISOFI TECHNOLOGIES INC COM
5,134$93.5M0.02%
286
AIEQAMPLIFY AI POWERED EQUITY ETF
2,197$93.1M0.02%
287
EBAEBAY INC. COM
1,241$92.4M0.02%
288
TFCTRUIST FINL CORP COM
2,079$89.4M0.02%
289
CSXCSX CORP COM
88,842$88.8M0.02%
290
ADSKAUTODESK INC COM
286$88.5M0.02%
291
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
87,906$87.9M0.02%
292
ALSALLSTATE CORP COM
433$87.2M0.02%
293
FTNTFORTINET INC COM
805$85.1M0.02%
294
TSLLDIREXION DAILY TSLA BULL 2X SHARES
7,183$84.8M0.02%
295
XBMEXBLACKROCK HEALTH SCIENCES TR COM
2,311$84.3M0.02%
296
MBBISHARES MBS ETF
893$83.8M0.02%
297
SMLVSPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF
668$83.5M0.02%
298
ARMARM HOLDINGS PLC SPONSORED ADS
505$81.7M0.02%
299
CDNSCADENCE DESIGN SYSTEM INC COM
262$80.7M0.02%
300
IWNISHARES RUSSELL 2000 VALUE ETF
506$79.8M0.01%
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