SW

SOA Wealth Advisors, LLC.

13F
SOA Wealth Advisors, LLC.
Last update 2024-10-09 830 Stocks (13 new)
Value $523.00 Mil Turnover 2 %
Countries:
Top Holdings: IWY(12.48%)AAPL(10.80%)VOO(5.35%)MSFT(3.45%)NVDA(2.80%)
Portfolio Report
Summary Stock Picks Current Portfolio
SOA Wealth Advisors, LLC. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWY 		iShares Russell Top 200 Growth ETF
296,465
65237.150
+0.10%
12.480
+0.01%
0.550
+15.70%
+32.59%
12742.833
 
AAPL 		Apple Inc
242,231
56439.820
-1.67%
10.800
-0.17%
0.000
+6.64%
+18.46%
3430687.188
Hardware
VOO 		Vanguard S&P 500 ETF
53,036
27985.370
+2.38%
5.350
+0.12%
0.010
+12.76%
+25.90%
512010.132
 
MSFT 		Microsoft Corp
41,902
18030.350
+0.11%
3.450
0%
0.000
+5.12%
+12.98%
3141534.523
Software
NVDA 		NVIDIA Corp
120,634
14649.810
+0.29%
2.800
+0.01%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
AMZN 		Amazon.com Inc
66,755
12438.460
-0.22%
2.380
-0.01%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical
DGRO 		iShares Core Dividend Growth ETF
182,525
11442.470
-7.06%
2.190
-0.16%
0.040
+8.93%
+19.19%
31113.977
 
BRK.B 		Berkshire Hathaway Inc
23,707
10911.380
-0.89%
2.090
-0.02%
0.000
+7.39%
+29.93%
999724.216
Insurance
IJK 		iShares S&P Mid-Cap 400 Growth ETF
118,020
10849.540
-1.34%
2.080
-0.03%
0.110
+11.26%
+22.09%
9850.803
 
DVY 		iShares Select Dividend ETF
75,993
10264.350
-4.03%
1.960
-0.08%
0.050
+9.50%
+17.86%
20578.827
 

SOA Wealth Advisors, LLC.'s Historical Top Holdings Breakdowns

SOA Wealth Advisors, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LRCX 		Lam Research Corp2024-09-30Sold Out
-0.65%
●
73.16 ($86.94) 112.73
$78.20
-10.05%
Sold Out
0
-30,390
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-09-30Add
+0.44%
●
48.51 ($50.89) 52.86
$54.14
6.39%
Add 40.14%
153,126
43,857
AAPL 		Apple Inc2024-09-30Reduce
-0.17%
●
207.23 ($223.32) 234.82
$226.96
1.63%
Reduce -1.67%
242,231
-4,103
DGRO 		iShares Core Dividend Growth ETF2024-09-30Reduce
-0.16%
●
57.47 ($60.28) 62.76
$64.15
6.42%
Reduce -7.06%
182,525
-13,863
DLPN 		Dolphin Entertainment Inc2024-09-30New Buy
+0.13%
●
0.61 ($0.76) 0.92
$1.24
63.16%
New holding
554,492
1,108,983
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.12%
●
496.64 ($516.09) 527.7
$549.95
6.56%
Add 2.38%
53,036
1,235
SUSA 		MSCI USA ESG Select ETF2024-09-30Reduce
-0.10%
●
108.44 ($115.36) 120.37
$124.54
7.96%
Reduce -6.54%
60,248
-4,219
EFIV 		SPDR S&P 500 ESG ETF2024-09-30Add
+0.10%
●
50.43 ($53.9) 55.76
$57.88
7.38%
Add 10.06%
99,590
9,101
NYF 		iShares New York Muni Bond ETF2024-09-30Add
+0.09%
●
53.13 ($53.9) 54.36
$53.48
-0.78%
Add 45.66%
27,398
8,588
DVY 		iShares Select Dividend ETF2024-09-30Reduce
-0.08%
●
119.99 ($129.29) 135.74
$138.16
6.86%
Reduce -4.03%
75,993
-3,191

SOA Wealth Advisors, LLC. Total Holding History ($B)

To

SOA Wealth Advisors, LLC.'s Asset Allocation

To

SOA Wealth Advisors, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SOA Wealth Advisors, LLC.'s Hypothetical Growth since 2024-09-30

SOA Wealth Advisors, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

SOA Wealth Advisors, LLC.'s Holdings Heat Map

Size field:

SOA Wealth Advisors, LLC.'s Holdings Bubble Chart

SOA Wealth Advisors, LLC. News

  • 1

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