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CIK: 0001849444
Total reported value
$595.1M
$595.1M
872 檔
32.3%
During the Q4 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 872 reported positions.
SOA Wealth Advisors, LLC. executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 1 holdings and trimming 26 positions.
Showing top 200 holdings (of 872 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 12.88% | +0.48% | +0.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.03% | +0.10% | -1.31% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.32% | +0.12% | +1.07% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.27% | -0.36% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.97% | +0.05% | -0.31% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | +0.07% | -1.21% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.14% | -0.79% | +48.70% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.00% | -0.09% | -2.89% | |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.00% | -0.24% | +1.25% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.98% | -0.16% | +0.14% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.94% | -0.01% | +20.21% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.79% | -0.20% | -2.71% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.63% | +0.17% | -0.21% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.62% | +0.03% | -4.19% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.53% | -0.05% | +24.26% | |
| 16 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.43% | -0.09% | -1.81% | |
| 17 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 1.43% | +0.02% | +38.04% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.34% | -0.08% | -2.30% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.18% | -1.49% | |
| 20 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.15% | +0.01% | -14.43% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.01% | -0.04% | -1.78% | |
| 22 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.00% | +0.02% | -2.71% | |
| 23 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.97% | -0.07% | -0.44% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | — | +1.21% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.91% | -0.01% | -5.50% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.88% | -0.07% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | +0.04% | -1.90% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.74% | -0.02% | +0.69% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | -0.05% | -3.24% | |
| 30 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.69% | -0.01% | -0.91% | |
| 31 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.66% | +0.15% | +0.96% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | -0.02% | -2.44% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.64% | -0.10% | -1.19% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.62% | -0.03% | -1.39% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.60% | -0.19% | +3.12% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | -0.09% | -0.87% | |
| 37 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.58% | +0.09% | +3.63% | |
| 38 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.57% | -0.03% | -5.91% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | — | -4.60% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | -0.07% | -0.89% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | -0.01% | -1.49% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.01% | -1.06% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.46% | +0.13% | +5.39% | |
| 44 | GWW | Ww Grainger Inc | Stock-Industrials | 0.46% | -0.06% | -1.30% | |
| 45 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.45% | -0.06% | +56.30% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.45% | — | +1.44% | |
| 47 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.44% | -0.04% | -1.23% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | -0.01% | -3.26% | |
| 49 | LRCX | Lam Research CORP | Stock-Tech | 0.40% | +0.12% | — | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | +0.06% | -11.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.6% | +48.70% | Add |
| 2 | IWY | Ishares Russell Top 200 Grow | +0.4% | +0.28% | Add |
| 3 | LRCX | Lam Research CORP | +0.4% | NEW | New buy |
| 4 | EFIV | Ss Spdr S&p 500 Esg ETF | +0.4% | +38.04% | Add |
| 5 | AMZN | Amazon.com Inc | +0.3% | -1.21% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | -1.31% | Trim |
| 7 | VOE | Vanguard Mid-cap Value ETF | +0.2% | +24.26% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | -0.31% | Trim |
| 9 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.2% | NEW | New buy |
| 10 | IWL | Ishares Russell Top 200 ETF | +0.2% | +56.30% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.49% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +1.21% | Add |
| 13 | AMP | Ameriprise Financial Inc | +0.1% | -0.44% | Trim |
| 14 | DLPNGBP | Dolphin Entertainment Inc | +0.1% | NEW | New buy |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +20.21% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | +4.75% | Add |
| 17 | SMH | Vaneck Semiconductor ETF | +0.1% | +49.46% | Add |
| 18 | TSLA | Tesla Inc | 0% | -8.10% | Trim |
| 19 | PANW | Palo Alto Networks Inc | 0% | +142.29% | Add |
| 20 | MPC | Marathon Petroleum CORP | 0% | +430.95% | Add |
| 21 | AXP | American Express Co | 0% | +1.44% | Add |
| 22 | V | Visa Inc-class A Shares | 0% | +7.01% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.21% | Trim |
| 24 | VUG | Vanguard Growth ETF | 0% | -1.90% | Trim |
| 25 | IWF | Ishares Russell 1000 Growth | 0% | -4.19% | Trim |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | +1.07% | Add |
| 27 | IYH | Ishares U.s. Healthcare ETF | 0% | -1.05% | Trim |
| 28 | MRK | Merck & Co. Inc. | -0.1% | -11.60% | Trim |
| 29 | ICF | Ishares Select U.s. Reit ETF | -0.1% | +3.63% | Add |
| 30 | NEE | Nextera Energy Inc | -0.1% | +0.03% | Add |
| 31 | JNJ | Johnson & Johnson | -0.1% | -10.85% | Trim |
| 32 | AMD | Advanced Micro Devices | -0.1% | +4.56% | Add |
| 33 | IEMG | Ishares Core Msci Emerging | -0.1% | -3.92% | Trim |
| 34 | IWX | Ishares Russell Top 200 Valu | -0.1% | -5.91% | Trim |
| 35 | IYR | Ishares US Real Estate ETF | -0.1% | -1.23% | Trim |
| 36 | IWD | Ishares Russell 1000 Value E | -0.1% | -4.60% | Trim |
| 37 | VGSR | Vert Glb Sust Re ETF | -0.1% | +0.96% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.14% | Add |
| 39 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | +0.69% | Add |
| 40 | ORCL | Oracle CORP | -0.1% | -5.50% | Trim |
| 41 | ED | Consolidated Edison Inc | -0.1% | -15.98% | Trim |
| 42 | DLPNGBP | Dolphin Entertainment Inc | -0.1% | EXIT | Sold out |
| 43 | MCD | Mcdonald's CORP | -0.1% | -42.34% | Trim |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | -1.81% | Trim |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | -0.2% | -1.78% | Trim |
| 46 | DVY | Ishares Select Dividend ETF | -0.2% | -2.71% | Trim |
| 47 | DGRO | Ishares Core Dividend Growth | -0.2% | -2.89% | Trim |
| 48 | MSFT | Microsoft CORP | -0.2% | -0.36% | Trim |
| 49 | SUSA | Ishares Esg Optimized Msci U | -0.2% | -14.43% | Trim |
| 50 | ZETA | Zeta Global Holdings Corp-a | -0.3% | -5.72% | Trim |
According to official SEC Form 13F filings, SOA Wealth Advisors, LLC. reported a total U.S. public equity portfolio value of $595.1M across 872 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWY, AAPL, VOO) accounted for 32.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $2.2M
Top Position Liquidated / Trimmed
DLPNGBP
前期市值: $698.7K
During Q4 2024, SOA Wealth Advisors, LLC.'s top holdings by market value included IWY (12.9%)、AAPL (11.0%)、VOO (5.3%). The largest single position, IWY, represented 12.9% of total portfolio value.
In Q4 2024, SOA Wealth Advisors, LLC. made 50 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 26 holdings, and fully liquidating 1 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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