SOA Wealth Advisors, LLC. Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$592.2B

Holdings

869

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (869 positions)

StockValue
SMLVSTATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF
$9K
GHYPGIM GLOBAL HIGH YIELD FD FORM COM
$9K
CMECME GROUP INC COM
$9K
HPEHEWLETT PACKARD ENTERPRISE CO COM
$9K
SDOGALPS SECTOR DIVIDEND DOGS ETF
$9K
VVVANGUARD LARGE-CAP ETF
$9K
NFJVIRTUS DIVIDEND INTEREST & PR COM
$9K
SSBSOUTHSTATE BK CORP COM
$8K
BXMTBLACKSTONE MTG TR INC COM CL A
$8K
AG8AGILENT TECHNOLOGIES INC COM
$8K
DOWDOW INC COM
$8K
VKTXVIKING THERAPEUTICS INC COM
$8K
ETRENTERGY CORP NEW COM
$8K
TOTLSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
$8K
QBTSD-WAVE QUANTUM INC COM
$8K
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG
$8K
RWLINVESCO S&P 500 REVENUE ETF
$8K
PNQIINVESCO NASDAQ INTERNET ETF
$8K
KVUEKENVUE INC COM
$8K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$8K
SWSSMITH & WESSON BRANDS INC COM
$8K
MRVLMARVELL TECHNOLOGY INC COM
$8K
KDKYNDRYL HLDGS INC COMMON STOCK
$8K
GABGABELLI EQUITY TR INC COM
$7K
VTRSVIATRIS INC COM
$7K
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
$7K
VMCVULCAN MATLS CO COM
$7K
WPPWPP PLC NEW ADR
$7K
TYGTORTOISE ENERGY INFRSTRCTR CP COM
$7K
PBRPETROLEO BRASILEIRO SA PETROBR SPONSORED ADR
$7K
BDXBECTON DICKINSON & CO COM
$7K
IHEISHARES U.S. PHARMACEUTICALS ETF
$7K
AQLTISHARES U.S. TREASURY BOND ETF
$7K
URIUNITED RENTALS INC COM
$7K
PRNINVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF
$7K
TANINVESCO SOLAR ETF
$7K
COMTISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
$7K
ULTAULTA BEAUTY INC COM
$7K
NUKZRANGE NUCLEAR RENAISSANCE INDEX ETF
$6K
ETWEATON VANCE TAX-MANAGED GLOBAL COM
$6K
RGTIRIGETTI COMPUTING INC COMMON STOCK
$6K
FETHFIDELITY ETHEREUM FUND ETF
$6K
MLMMARTIN MARIETTA MATLS INC COM
$6K
SANBANCO SANTANDER SA ADR
$6K
PBWINVESCO WILDERHILL CLEAN ENERGY ETF
$6K
GFSGLOBALFOUNDRIES INC ORDINARY SHARES
$6K
IHAKISHARES CYBERSECURITY & TECH ETF
$6K
HLTHILTON WORLDWIDE HLDGS INC COM
$6K
WTRGESSENTIAL UTILS INC COM
$6K
IYY*ISHARES DOW JONES U.S. ETF
$6K
BKUBANKUNITED INC COM
$5K
SMTHALPS/SMITH CORE PLUS BOND ETF
$5K
EGANEGAIN CORP COM NEW
$5K
SNDKSANDISK CORP COM
$5K
SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$5K
ALKALASKA AIR GROUP INC COM
$5K
VAWVANGUARD MATERIALS ETF
$5K
CAVACAVA GROUP INC COM
$5K
MVISMICROVISION INC DEL COM NEW
$5K
ITEQAMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF
$5K
OPENOPENDOOR TECHNOLOGIES INC COM
$5K
EXTREXTREME NETWORKS COM
$4K
LUMNLUMEN TECHNOLOGIES INC COM
$4K
VACMARRIOTT VACATIONS WORLDWIDE C COM
$4K
XHRXENIA HOTELS & RESORTS INC COM
$4K
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
$4K
MDPEDIATRIX MEDICAL GROUP INC COM
$4K
QUBTQUANTUM COMPUTING INC COM
$4K
NADNUVEEN QUALITY MUNCP INCOME FD COM
$4K
NNENANO NUCLEAR ENERGY INC COM
$4K
ETHEGRAYSCALE ETHEREUM STAKING ETF
$4K
VOOVVANGUARD S&P 500 VALUE ETF
$4K
AFRMAFFIRM HLDGS INC COM CL A
$3K
EWYISHARES MSCI SOUTH KOREA ETF
$3K
K6BKBR INC COM
$3K
CHWYCHEWY INC CL A
$3K
WABWABTEC COM
$3K
GGZGABELLI GLOBAL SMALL & MID CAP COM
$3K
UNMUNUM GROUP COM
$3K
OXYOCCIDENTAL PETE CORP COM
$3K
IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF
$3K
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
$3K
SBIWESTERN ASSET INTER MUNI FD IN COM
$3K
LINELINEAGE INC COM
$3K
TMUST-MOBILE US INC COM
$3K
CORZCORE SCIENTIFIC INC NEW COM
$3K
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF
$3K
TDCTERADATA CORP DEL COM
$3K
MQYBLACKROCK MUNIYILD QULT FD INC COM
$3K
OHIOMEGA HEALTHCARE INVS INC COM
$3K
HALHALLIBURTON CO COM
$3K
MMUWESTERN ASSET MANAGED MUNS FD COM
$3K
TTTRANE TECHNOLOGIES PLC SHS
$2K
KMBKIMBERLY-CLARK CORP COM
$2K
BENFRANKLIN RESOURCES INC COM
$2K
VXFVANGUARD EXTENDED MARKET ETF
$2K
GAPGAP INC COM
$2K
CODICOMPASS DIVERSIFIED SH BEN INT
$2K
SABASABA CAPITAL INCOME & OPPORTUN COM NEW
$2K
ELLAUDER ESTEE COS INC CL A
$2K
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