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 101–150 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SMH | VANECK SEMICONDUCTOR ETF | 2K | $500K+ | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 2K | $500K+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 2K | $500K+ | SH |
| CYBR | CYBERARK SOFTWARE LTD SHS | 1K | $500K+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 4K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 6K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 4K | $500K+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 7K | $500K+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 22K | $500K+ | SH |
| MCD | MCDONALDS CORP COM | 9K | $500K+ | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 2K | $500K+ | SH |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | 11K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 31K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 1K | $500K+ | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 1K | $500K+ | SH |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | 2K | $500K+ | SH |
| PG | PROCTER & GAMBLE CO COM | 15K | $500K+ | SH |
| CVX | CHEVRON CORP NEW COM | 4K | $500K+ | SH |
| DJUN | FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | 12K | $500K+ | SH |
| IYF | ISHARES U.S. FINANCIALS ETF | 4K | $500K+ | SH |
| LLY | ELI LILLY & CO COM | 18K | $500K+ | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 82K | $500K+ | SH |
| MRSH | MARSH COM | 3K | $500K+ | SH |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 2K | $500K+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 3K | $100K–$500K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 4K | $100K–$500K | SH |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | 7K | $100K–$500K | SH |
| T | AT&T INC COM | 19K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP COM | 9K | $100K–$500K | SH |
| CAT | CATERPILLAR INC COM | 818 | $100K–$500K | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 5K | $100K–$500K | SH |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | 5K | $100K–$500K | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 18K | $100K–$500K | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 13K | $100K–$500K | SH |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 5K | $100K–$500K | SH |
| MMM | 3M CO COM | 3K | $100K–$500K | SH |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | 8K | $100K–$500K | SH |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | 9K | $100K–$500K | SH |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | 8K | $100K–$500K | SH |
| BX | BLACKSTONE INC COM | 3K | $100K–$500K | SH |
| INTC | INTEL CORP COM | 11K | $100K–$500K | SH |
| PEP | PEPSICO INC COM | 3K | $100K–$500K | SH |
| KO | COCA COLA CO COM | 6K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC COM | 2K | $100K–$500K | SH |
| OMC | OMNICOM GROUP INC COM | 5K | $100K–$500K | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 2K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 796 | $100K–$500K | SH |
| FFEB | FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | 7K | $100K–$500K | SH |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 3K | $100K–$500K | SH |
| PRF | INVESCO RAFI US 1000 ETF | 8K | $100K–$500K | SH |