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 301–350 of 869
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP COM | 334 | $50K–$100K | SH |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | 2K | $50K–$100K | SH |
| OKLO | OKLO INC COM CL A | 1K | $50K–$100K | SH |
| FTNT | FORTINET INC COM | 1K | $50K–$100K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 369 | $50K–$100K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 267 | $50K–$100K | SH |
| STAG | STAG INDUSTRIAL INC COM | 2K | $50K–$100K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 454 | $50K–$100K | SH |
| EW | EDWARDS LIFESCIENCES CORP COM | 885 | $50K–$100K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 2K | $50K–$100K | SH |
| MDT | MEDTRONIC PLC SHS | 777 | $50K–$100K | SH |
| CAH | CARDINAL HEALTH INC COM | 361 | $50K–$100K | SH |
| GDV | GABELLI DIVID & INCOME TR COM | 3K | $50K–$100K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 632 | $50K–$100K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 401 | $50K–$100K | SH |
| IYE | ISHARES U.S. ENERGY ETF | 1K | $50K–$100K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 1K | $50K–$100K | SH |
| MTB | M & T BK CORP COM | 346 | $50K–$100K | SH |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 715 | $50K–$100K | SH |
| PHB | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF | 4K | $50K–$100K | SH |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | 1K | $50K–$100K | SH |
| APD | AIR PRODS & CHEMS INC COM | 273 | $50K–$100K | SH |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 1K | $50K–$100K | SH |
| MO | ALTRIA GROUP INC COM | 1K | $50K–$100K | SH |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 1K | $50K–$100K | SH |
| TM | TOYOTA MOTOR CORP ADS | 312 | $50K–$100K | SH |
| D | DOMINION ENERGY INC COM | 1K | $50K–$100K | SH |
| COIN | COINBASE GLOBAL INC COM CL A | 284 | $50K–$100K | SH |
| ETN | EATON CORP PLC SHS | 200 | $50K–$100K | SH |
| SWKS | SKYWORKS SOLUTIONS INC COM | 1K | $50K–$100K | SH |
| TGT | TARGET CORP COM | 645 | $50K–$100K | SH |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | 1K | $50K–$100K | SH |
| MPC | MARATHON PETE CORP COM | 386 | $50K–$100K | SH |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 2K | $50K–$100K | SH |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | 3K | $50K–$100K | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 506 | $50K–$100K | SH |
| VRSN | VERISIGN INC COM | 253 | $50K–$100K | SH |
| PRU | PRUDENTIAL FINL INC COM | 542 | $50K–$100K | SH |
| DRIV | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | 2K | $50K–$100K | SH |
| VEGN | US VEGAN CLIMATE ETF | 1K | $50K–$100K | SH |
| TFC | TRUIST FINL CORP COM | 1K | $50K–$100K | SH |
| METU | DIREXION DAILY META BULL 2X SHARES | 2K | $50K–$100K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | 2K | $50K–$100K | SH |
| IDU | ISHARES U.S. UTILITIES ETF | 544 | $50K–$100K | SH |
| VST | VISTRA CORP COM | 365 | $50K–$100K | SH |
| CIEN | CIENA CORP COM NEW | 250 | $50K–$100K | SH |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | 2K | $50K–$100K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 303 | $50K–$100K | SH |
| PHO | INVESCO WATER RESOURCES ETF | 819 | $50K–$100K | SH |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | 57K | $50K–$100K | SH |