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 151–200 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DE | DEERE & CO COM | 755 | $100K–$500K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 5K | $100K–$500K | SH |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | 7K | $100K–$500K | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 3K | $100K–$500K | SH |
| QCOM | QUALCOMM INC COM | 2K | $100K–$500K | SH |
| SNOV | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | 14K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 575 | $100K–$500K | SH |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | 6K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 61 | $100K–$500K | SH |
| YDEC | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | 12K | $100K–$500K | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 6K | $100K–$500K | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 4K | $100K–$500K | SH |
| BA | BOEING CO COM | 1K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 608 | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 10K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 5K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 12K | $100K–$500K | SH |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 3K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 885 | $100K–$500K | SH |
| QDEC | FT VEST NASDAQ-100 BUFFER ETF - DECEMBER | 8K | $100K–$500K | SH |
| NMM | NAVIOS MARITIME PARTNERS L P COM UNIT LPI | 5K | $100K–$500K | SH |
| NUSC | NUVEEN ESG SMALL-CAP ETF | 6K | $100K–$500K | SH |
| ABBV | ABBVIE INC COM | 18K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC COM | 919 | $100K–$500K | SH |
| AMLP | ALERIAN MLP ETF | 262K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 3K | $100K–$500K | SH |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 17K | $100K–$500K | SH |
| APP | APPLOVIN CORP COM CL A | 382 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW COM | 3K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC COM | 66K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 802 | $100K–$500K | SH |
| RY | ROYAL BK CDA COM | 1K | $100K–$500K | SH |
| ARKK | ARK INNOVATION ETF | 3K | $100K–$500K | SH |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | 5K | $100K–$500K | SH |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | 5K | $100K–$500K | SH |
| BLK | BLACKROCK INC COM | 13K | $100K–$500K | SH |
| DDM | PROSHARES ULTRA DOW30 | 4K | $100K–$500K | SH |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 2K | $100K–$500K | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 1K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 2K | $100K–$500K | SH |
| AGO | ASSURED GUARANTY LTD COM | 2K | $100K–$500K | SH |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIGH COM | 21K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 673 | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 55K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 8K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 2K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 7K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 776 | $100K–$500K | SH |
| NKE | NIKE INC CL B | 3K | $100K–$500K | SH |