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CIK: 0001849444
Total reported value
$595.1M
$595.1M
882 檔
25.7%
At the close of Q1 2025, SOA Wealth Advisors, LLC. disclosed equity holdings valued at approximately $595.1M, spread across 882 reported holdings.
In Q1 2025, SOA Wealth Advisors, LLC. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 882 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.44% | +0.10% | +12.79% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 10.36% | +0.48% | -20.88% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.88% | +0.12% | -15.14% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.46% | -0.79% | +42.42% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +0.05% | +32.87% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.27% | +203.70% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.34% | -0.01% | -1.97% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | +0.07% | +18.43% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.25% | -0.09% | -1.36% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.14% | -0.16% | -19.11% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.13% | -0.24% | +2.31% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.06% | -0.20% | -0.47% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.78% | -0.05% | +3.32% | |
| 14 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 1.74% | +0.02% | +13.07% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.62% | +0.03% | -1.41% | |
| 16 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.48% | -0.09% | -0.67% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.47% | -0.08% | +0.20% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | +0.17% | -17.29% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.17% | -0.07% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | — | +108.23% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.18% | +65.58% | |
| 22 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.99% | -0.07% | -0.10% | |
| 23 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 0.92% | -0.04% | +3089.59% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.87% | -0.02% | +0.17% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.04% | -1.32% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | -0.05% | -0.49% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.77% | -0.19% | +2221.97% | |
| 28 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.77% | +0.15% | +1.56% | |
| 29 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.76% | -0.01% | -0.10% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | -0.02% | -0.68% | |
| 31 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.66% | +0.09% | -1.10% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | -0.09% | -0.41% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.65% | -0.10% | -0.99% | |
| 34 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.65% | -0.03% | -3.24% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.65% | — | -0.36% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.63% | -0.03% | -1.40% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.07% | -0.92% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.01% | -4.12% | |
| 39 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.51% | -0.04% | -0.37% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.50% | -0.04% | -58.94% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.50% | +0.13% | -0.29% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | -1.31% | |
| 43 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.49% | -0.06% | +1.28% | |
| 44 | GWW | Ww Grainger Inc | Stock-Industrials | 0.48% | -0.06% | -0.81% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | -0.01% | -0.17% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.46% | — | +0.98% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.06% | +3.44% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.39% | -0.01% | +0.17% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | +0.18% | +347.63% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-Other | 0.38% | -0.03% | -0.89% |
According to official SEC Form 13F filings, SOA Wealth Advisors, LLC. reported a total U.S. public equity portfolio value of $595.1M across 882 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IWY, VOO) accounted for 25.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $50.0M
During Q1 2025, SOA Wealth Advisors, LLC.'s top holdings by market value included AAPL (10.4%)、IWY (10.4%)、VOO (4.9%). The largest single position, AAPL, represented 10.4% of total portfolio value.
In Q1 2025, SOA Wealth Advisors, LLC. made 50 total portfolio adjustments, initiating 50 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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