CIK 1849444
SOA Wealth Advisors, LLC.
Institutional 13F holdings & portfolio
Holdings
869
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AON | AON PLC SHS CL A | 57 | $15K–$50K | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 227 | $15K–$50K | SH |
| MGV | VANGUARD MEGA CAP VALUE ETF | 141 | $15K–$50K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | 107 | $15K–$50K | SH |
| DRI | DARDEN RESTAURANTS INC COM | 107 | $15K–$50K | SH |
| TPVG | TRIPLEPOINT VENTURE GROWTH BDC COM | 3K | $15K–$50K | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT FD SHS | 1K | $15K–$50K | SH |
| FEP | FIRST TRUST EUROPE ALPHADEX FUND | 361 | $15K–$50K | SH |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | 573 | $15K–$50K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 255 | $15K–$50K | SH |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | 360 | $15K–$50K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 85 | $15K–$50K | SH |
| FLS | FLOWSERVE CORP COM | 267 | $15K–$50K | SH |
| EML | EASTERN CO COM | 936 | $15K–$50K | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 640 | $15K–$50K | SH |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 337 | $15K–$50K | SH |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 767 | $15K–$50K | SH |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 716 | $15K–$50K | SH |
| MSGS | MADISON SQUARE GRDN SPRT CORP CL A | 70 | $15K–$50K | SH |
| O | REALTY INCOME CORP COM | 321 | $15K–$50K | SH |
| PGX | INVESCO PREFERRED ETF | 2K | $15K–$50K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | 1K | $15K–$50K | SH |
| EIX | EDISON INTL COM | 297 | $15K–$50K | SH |
| ERTH | INVESCO MSCI SUSTAINABLE FUTURE ETF | 376 | $15K–$50K | SH |
| COP | CONOCOPHILLIPS COM | 3K | $15K–$50K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 388 | $15K–$50K | SH |
| SRE | SEMPRA COM | 195 | $15K–$50K | SH |
| FSK | FS KKR CAP CORP COM | 1K | $15K–$50K | SH |
| STWD | STARWOOD PPTY TR INC COM | 940 | $15K–$50K | SH |
| BJ | BJS WHSL CLUB HLDGS INC COM | 187 | $15K–$50K | SH |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | 751 | $15K–$50K | SH |
| NMAX | NEWSMAX INC COM SHS CLASS B | 2K | $15K–$50K | SH |
| MSTR | STRATEGY INC CL A NEW | 107 | $15K–$50K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 301 | $15K–$50K | SH |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | 784 | $15K–$50K | SH |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 132 | $15K–$50K | SH |
| FFC | FLAHERTY & CRUMRIN PFD & INM S COM | 967 | $15K–$50K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 410 | $15K–$50K | SH |
| DEO | DIAGEO PLC SPON ADR NEW | 184 | $15K–$50K | SH |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | 596 | $15K–$50K | SH |
| PROF | PROFOUND MED CORP COM NEW | 2K | $15K–$50K | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 16K | $15K–$50K | SH |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | 914 | $15K–$50K | SH |
| EXLS | EXLSERVICE HOLDINGS INC COM | 350 | $1K–$15K | SH |
| WM | WASTE MGMT INC DEL COM | 67 | $1K–$15K | SH |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | 343 | $1K–$15K | SH |
| ENB | ENBRIDGE INC COM | 307 | $1K–$15K | SH |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A | 69 | $1K–$15K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | 36 | $1K–$15K | SH |
| FXI | ISHARES CHINA LARGE-CAP ETF | 369 | $1K–$15K | SH |