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 201–250 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SAUG | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST | 8K | $100K–$500K | SH |
| GDX | VANECK GOLD MINERS ETF | 2K | $100K–$500K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 454 | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 913 | $100K–$500K | SH |
| TIP | ISHARES TIPS BOND ETF | 2K | $100K–$500K | SH |
| TER | TERADYNE INC COM | 1K | $100K–$500K | SH |
| KLAC | KLA CORP COM NEW | 156 | $100K–$500K | SH |
| LOW | LOWES COS INC COM | 786 | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 574 | $100K–$500K | SH |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | 5K | $100K–$500K | SH |
| LIN | LINDE PLC SHS | 430 | $100K–$500K | SH |
| SE | SEA LTD SPONSORD ADS | 1K | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 1K | $100K–$500K | SH |
| GLD | SPDR GOLD SHARES | 455 | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC COM | 654 | $100K–$500K | SH |
| PIO | INVESCO GLOBAL WATER ETF | 4K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 16K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 32K | $100K–$500K | SH |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | 4K | $100K–$500K | SH |
| MAIN | MAIN STR CAP CORP COM | 3K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V COM | 791 | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC COM | 15K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED CL A | 300 | $100K–$500K | SH |
| MPLX | MPLX LP COM UNIT REP LTD | 3K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC COM | 1K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL COM NEW | 2K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 2K | $100K–$500K | SH |
| DNOV | FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER | 3K | $100K–$500K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 2K | $100K–$500K | SH |
| PFE | PFIZER INC COM | 6K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO COM CL A | 983 | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 2K | $100K–$500K | SH |
| GM | GENERAL MTRS CO COM | 2K | $100K–$500K | SH |
| WPC | WP CAREY INC COM | 2K | $100K–$500K | SH |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 390 | $100K–$500K | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| ADBE | ADOBE INC COM | 432 | $100K–$500K | SH |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 2K | $100K–$500K | SH |
| C | CITIGROUP INC COM NEW | 1K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC CL A | 935 | $100K–$500K | SH |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | 3K | $100K–$500K | SH |
| CI | THE CIGNA GROUP COM | 530 | $100K–$500K | SH |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | 3K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 539 | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO COM | 2K | $100K–$500K | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 2K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC COM | 5K | $100K–$500K | SH |
| PBD | INVESCO GLOBAL CLEAN ENERGY ETF | 8K | $100K–$500K | SH |
| MCK | MCKESSON CORP COM | 165 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 526 | $100K–$500K | SH |