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 51–100 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 146K | $1M+ | SH |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | 39K | $1M+ | SH |
| IYR | ISHARES U.S. REAL ESTATE ETF | 21K | $1M+ | SH |
| NFLX | NETFLIX INC COM | 38K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 23K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC COM | 22K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 9K | $1M+ | SH |
| DSI | ISHARES ESG MSCI KLD 400 ETF | 13K | $1M+ | SH |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 12K | $1M+ | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 13K | $1M+ | SH |
| FAPR | FT VEST U.S. EQUITY BUFFER ETF - APRIL | 35K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 16K | $1M+ | SH |
| GWW | WW GRAINGER INC COM | 2K | $1M+ | SH |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | 75K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 7K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 2K | $1M+ | SH |
| YJUN | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE | 55K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 4K | $1M+ | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 10K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC COM | 14K | $1M+ | SH |
| YMAR | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER | 51K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 84K | $1M+ | SH |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | 8K | $1M+ | SH |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | 10K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 18K | $1M+ | SH |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | 22K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 6K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 2K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 24K | $1M+ | SH |
| WMT | WALMART INC COM | 30K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 4K | $1M+ | SH |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | 19K | $1M+ | SH |
| SMAY | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | 41K | $1M+ | SH |
| V | VISA INC COM CL A | 24K | $1M+ | SH |
| IYH | ISHARES U.S. HEALTHCARE ETF | 15K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 18K | $500K+ | SH |
| SFEB | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY | 41K | $500K+ | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 18K | $500K+ | SH |
| DIS | DISNEY WALT CO COM | 8K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 18K | $500K+ | SH |
| XOM | EXXON MOBIL CORP COM | 25K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 4K | $500K+ | SH |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | 17K | $500K+ | SH |
| TSLA | TESLA INC COM | 8K | $500K+ | SH |
| DDEC | FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | 18K | $500K+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 2K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 4K | $500K+ | SH |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 6K | $500K+ | SH |
| SOCL | GLOBAL X SOCIAL MEDIA ETF | 13K | $500K+ | SH |
| MRK | MERCK & CO INC COM | 7K | $500K+ | SH |