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CIK: 0001849444
Total reported value
$595.1M
$595.1M
910 檔
27.7%
During the Q1 2024 filing period, SOA Wealth Advisors, LLC. (CIK: 0001849444) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $595.1M across 910 reported positions.
During Q1 2024, SOA Wealth Advisors, LLC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 910 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 12.99% | +0.48% | +0.82% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.03% | +0.10% | -0.87% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.19% | +0.12% | +1.01% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.66% | -0.27% | +0.65% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.27% | -0.09% | -3.11% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | +0.07% | -0.50% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.35% | -0.20% | -1.16% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.25% | -0.24% | -2.07% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.13% | -0.16% | -0.73% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +0.05% | +1.23% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.94% | -0.01% | +2.40% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.82% | +0.17% | -0.73% | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.71% | -0.09% | -3.59% | |
| 14 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.67% | +0.01% | -2.65% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.64% | +0.03% | -0.47% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.62% | -0.08% | -1.19% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.39% | -0.05% | -1.55% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.26% | -0.04% | -1.18% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.25% | +0.02% | -2.20% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.18% | +0.08% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.97% | -0.05% | +384.55% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.92% | -0.07% | — | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.91% | -0.02% | +0.94% | |
| 24 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.90% | -0.07% | +1.76% | |
| 25 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.89% | -0.03% | -0.93% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | — | -1.10% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.83% | -0.02% | -2.41% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.80% | +0.04% | +1.32% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.01% | +1.09% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.77% | -0.10% | +0.33% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.76% | -0.03% | -1.25% | |
| 32 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.76% | -0.01% | -1.46% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.67% | — | -0.01% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.66% | -0.09% | +0.01% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | -0.07% | +0.86% | |
| 36 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.63% | +0.15% | — | |
| 37 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.61% | -0.04% | -3.70% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.60% | -0.19% | +11.48% | |
| 39 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.59% | — | -3.35% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | -0.01% | +0.51% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.51% | +0.13% | +0.64% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | +0.02% | |
| 43 | GWW | Ww Grainger Inc | Stock-Industrials | 0.49% | -0.06% | +5.84% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | -0.01% | +0.22% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.44% | +0.06% | +4.00% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.02% | -0.90% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.12% | +1.04% | |
| 48 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.40% | -0.01% | -2.41% | |
| 49 | ED | Consolidated Edison Inc | Stock-Utilities | 0.39% | -0.04% | -2.40% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.39% | -0.01% | -3.01% |
According to official SEC Form 13F filings, SOA Wealth Advisors, LLC. reported a total U.S. public equity portfolio value of $595.1M across 910 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWY, AAPL, VOO) accounted for 27.7% of total reported equity market value during Q1 2024.
During Q1 2024, SOA Wealth Advisors, LLC.'s top holdings by market value included IWY (13.0%)、AAPL (9.0%)、VOO (5.2%). The largest single position, IWY, represented 13.0% of total portfolio value.
In Q1 2024, SOA Wealth Advisors, LLC. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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