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CIK: 0001849444
Total reported value
$595.1M
$595.1M
855 檔
29.4%
As reported in its official Q2 2024 Form 13F filing, SOA Wealth Advisors, LLC.'s tracked investment portfolio stood at $595.1M with 855 total positions.
During Q2 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 855 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 12.78% | +0.48% | -7.89% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.44% | +0.10% | -3.11% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.21% | +0.12% | -0.71% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.76% | -0.27% | -0.50% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.99% | +0.05% | +1034.65% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.60% | +0.07% | +0.98% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.28% | -0.09% | -27.89% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.12% | -0.24% | +0.49% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.96% | -0.16% | -2.18% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.93% | -0.20% | -14.10% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.84% | -0.01% | -0.94% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.69% | +0.03% | -1.71% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.67% | +0.17% | -12.44% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.54% | -0.09% | -5.21% | |
| 15 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.46% | +0.01% | -12.61% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.37% | -0.08% | -10.37% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.18% | +0.38% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.25% | -0.05% | -4.29% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.19% | -0.04% | -2.05% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.09% | +0.02% | -13.06% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.07% | -0.79% | +846.71% | |
| 22 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.97% | +0.02% | +801.28% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.89% | -0.01% | +2.75% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.86% | -0.02% | -0.40% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.86% | -0.07% | — | |
| 26 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.85% | -0.07% | -0.44% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | — | -1.93% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | +0.04% | -3.37% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | -0.05% | -13.84% | |
| 30 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.74% | -0.01% | -1.33% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | -0.02% | -13.12% | |
| 32 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.67% | -0.03% | -20.23% | |
| 33 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.67% | +0.15% | +11.33% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.66% | -0.03% | -5.42% | |
| 35 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.65% | — | +3.37% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.65% | -0.10% | -10.08% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.62% | — | -3.55% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | -0.09% | -3.43% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.57% | -0.19% | +2.97% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.07% | -4.32% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.01% | +4.09% | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.55% | +0.09% | +61.95% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.01% | +0.22% | |
| 44 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.47% | -0.04% | -18.24% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.46% | +0.06% | -2.27% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.01% | -0.20% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.44% | +0.13% | -7.56% | |
| 48 | GWW | Ww Grainger Inc | Stock-Industrials | 0.43% | -0.06% | +1.41% | |
| 49 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 0.42% | -0.02% | — | |
| 50 | AXP | American Express Co | Stock-Financials | 0.36% | — | +17.48% |
According to official SEC Form 13F filings, SOA Wealth Advisors, LLC. reported a total U.S. public equity portfolio value of $595.1M across 855 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWY, AAPL, VOO) accounted for 29.4% of total reported equity market value during Q2 2024.
During Q2 2024, SOA Wealth Advisors, LLC.'s top holdings by market value included IWY (12.8%)、AAPL (10.4%)、VOO (5.2%). The largest single position, IWY, represented 12.8% of total portfolio value.
In Q2 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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