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Asset Manager ← All Institutions

SOA Wealth Advisors, LLC.

Q2 2025 · Filed 2025-07-18
Market Value
$531M
+10.9%
Holdings
923
+31
New Purchases
60
Added To
258
Closed
65
Reduced
238
Top 10 Concentration
43.7%
Turnover
13.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWY 11.55% 10.37% +1.19% $61M
NVDA 3.66% 2.80% +0.87% $19M
IWP 0.86% 0.03% +0.82% $5M
VOO 5.53% 4.88% +0.65% $29M
MSFT 3.33% 2.73% +0.59% $18M
VBR 1.17% 0.78% +0.40% $6M
EFIV 2.13% 1.74% +0.39% $11M
FAPR 0.27% 0.05% +0.23% $1M
NYF 0.49% 0.30% +0.19% $3M
NFLX 0.52% 0.33% +0.18% $3M
VGSR 0.95% 0.77% +0.18% $5M
YMAR 0.25% 0.07% +0.18% $1M
JPM 1.24% 1.10% +0.14% $7M
SPEM 0.43% 0.30% +0.13% $2M
IWL 0.61% 0.49% +0.12% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 8.86% 10.45% -1.59% $47M
SPYV 2.33% 3.46% -1.13% $12M
IJK 1.69% 2.13% -0.44% $9M
BRK-B 1.73% 2.14% -0.40% $9M
DGRO 1.88% 2.26% -0.37% $10M
DVY 1.74% 2.06% -0.32% $9M
IJT 1.25% 1.48% -0.23% $7M
FNDF 2.11% 2.35% -0.23% $11M
VOT 1.25% 1.47% -0.21% $7M
BRK-A 0.96% 1.17% -0.21% $5M
GWW 0.32% 0.48% -0.16% $2M
VBK 0.53% 0.65% -0.12% $3M
IWX 0.54% 0.65% -0.11% $3M
IYR 0.41% 0.51% -0.10% $2M
IJH 0.68% 0.78% -0.10% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $209M 39.3%
Large Cap 466 $235M 44.3%
Mid Cap 173 $38M 7.1%
Small Cap 145 $39M 7.3%
Micro Cap 65 $10M 2.0%

Portfolio Analytics

Avg Market Cap
$95.9B
Median Market Cap
$17.0B
Avg P/E
32.7
Median P/E
22.2
Avg Dividend Yield
0.03%
Avg Beta
1.01
# Stocks
562
# ETFs / Funds
361

Top Holdings (923 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IWY 11.55% 248,717 $61M $246.51 $12M +13,515 +5.8%
2 AAPL 8.86% 267,635 $47M $175.68 -$3M -1,980 -0.7%
3 VOO 5.53% 51,685 $29M $568.03 $6M +6,200 +13.6%
4 NVDA 3.66% 156,178 $19M $124.38 $6M -3,613 -2.3%
5 MSFT 3.33% 123,984 $18M $142.48 $5M -2,816 -2.2%
6 SPYV 2.33% 236,701 $12M $52.34 -$4M -87,573 -27.0%
7 AMZN 2.32% 73,298 $12M $168.29 $1M -4,808 -6.2%
8 EFIV 2.13% 193,131 $11M $58.55 $3M +37,692 +24.2%
9 FNDF 2.11% 280,358 $11M $40.02 -$9K -30,339 -9.8%
10 VOE 1.90% 61,150 $10M $164.46 $2M +8,004 +15.1%
11 DGRO 1.88% 156,239 $10M $63.94 -$811K -18,584 -10.6%
12 DVY 1.74% 69,692 $9M $132.81 -$626K -3,894 -5.3%
13 BRK-B 1.73% 18,946 $9M $485.77 -$1M -257 -1.3%
14 IWF 1.71% 21,392 $9M $424.57 $1M -133 -0.6%
15 IJK 1.69% 98,279 $9M $90.98 -$1M -23,981 -19.6%
16 QQQ 1.44% 13,881 $8M $551.62 $935K -454 -3.2%
17 VOT 1.25% 23,368 $7M $284.40 -$378K -5,342 -18.6%
18 IJT 1.25% 49,788 $7M $133.04 -$476K -7,235 -12.7%
19 JPM 1.24% 43,706 $7M $150.18 $1M -725 -1.6%
20 VBR 1.17% 354,002 $6M $17.56 $3M -28,519 -7.5%
21 GOOGL 1.09% 54,925 $6M $105.30 $744K -6,045 -9.9%
22 AMP 1.01% 10,026 $5M $533.71 $588K +187 +1.9%
23 BRK-A 0.96% 7 $5M $728,800.00 -$487K
24 VGSR 0.95% 481,734 $5M $10.46 $1M +120,241 +33.3%
25 VUG 0.88% 10,702 $5M $438.41 $731K +22 +0.2%
26 EFG 0.88% 41,680 $5M $112.00 $487K -129 -0.3%
27 YSEP 0.86% 187,837 $5M $24.40 $198K -5,101 -2.6%
28 IWP 0.86% 32,874 $5M $138.68 $4M +31,466 +2234.8%
29 FOCT 0.74% 87,130 $4M $44.77 $247K -914 -1.0%
30 IJH 0.68% 57,978 $4M $62.02 -$133K -5,927 -9.3%
31 ICF 0.63% 54,912 $3M $61.16 $193K +3,470 +6.8%
32 IWL 0.61% 21,072 $3M $153.12 $884K +4,027 +23.6%
33 IJR 0.60% 28,900 $3M $109.29 -$22K -1,511 -5.0%
34 VO 0.59% 11,258 $3M $279.83 $36K -783 -6.5%
35 IWD 0.58% 15,868 $3M $194.24 -$12K -577 -3.5%
36 SPY 0.56% 4,810 $3M $617.90 $277K -8 -0.2%
37 IJS 0.54% 28,765 $3M $99.49 -$135K -1,982 -6.5%
38 IWX 0.54% 33,872 $3M $84.19 -$253K -3,911 -10.3%
39 VBK 0.53% 10,229 $3M $276.95 -$274K -2,111 -17.1%
40 NFLX 0.52% 19,009 $3M $144.11 $1M +2,326 +13.9%
41 AXP 0.51% 8,417 $3M $318.99 $472K +190 +2.3%
42 META 0.50% 3,573 $3M $738.13 $612K +59 +1.7%
43 ESGD 0.49% 29,291 $3M $89.22 $200K -255 -0.9%
44 VB 0.49% 10,989 $3M $236.97 -$106K -1,233 -10.1%
45 NYF 0.49% 49,768 $3M $52.14 $1M +22,450 +82.2%
46 IVV 0.47% 3,985 $2M $620.87 $98K -243 -5.8%
47 IWR 0.45% 25,986 $2M $91.97 -$17K -2,313 -8.2%
48 SPEM 0.43% 54,003 $2M $42.74 $855K +17,097 +46.3%
49 VTV 0.41% 12,435 $2M $176.73 -$21K -411 -3.2%
50 IYR 0.41% 22,901 $2M $94.77 -$280K -2,695 -10.5%
51 VGT 0.40% 3,231 $2M $663.32 $351K -73 -2.2%
52 IEMG 0.40% 148,242 $2M $14.26 $287K +3,120 +2.1%
53 FMAY 0.37% 39,400 $2M $50.03 $599K +9,693 +32.6%
54 ORCL 0.34% 8,230 $2M $218.63 $659K +74 +0.9%
55 GWW 0.32% 1,653 $2M $1,040.16 -$587K -682 -29.2%
56 IJJ 0.32% 13,762 $2M $123.58 -$182K -1,965 -12.5%
57 CSCO 0.32% 24,197 $2M $69.38 $63K -1,988 -7.6%
58 GRNY 0.31% 72,447 $2M $22.68 $647K +17,657 +32.2%
59 NEE 0.29% 22,306 $2M $69.42 $4K +519 +2.4%
60 HDV 0.29% 13,190 $2M $117.17 -$281K -1,888 -12.5%
61 DSI 0.28% 12,643 $1M $116.16 $170K -35 -0.3%
62 FAPR 0.27% 34,468 $1M $42.19 $1M +28,887 +517.6%
63 ED 0.26% 13,741 $1M $100.35 -$181K -362 -2.6%
64 IVE 0.25% 6,892 $1M $195.42 $36K +13 +0.2%
65 YMAR 0.25% 52,608 $1M $25.51 $1M +38,734 +279.2%
66 PANW 0.25% 17,179 $1M $76.12 $254K +467 +2.8%
67 SUSA 0.24% 10,097 $1M $126.75 -$223K -2,988 -22.8%
68 ZETA 0.24% 81,725 $1M $15.49 -$235K -28,930 -26.1%
69 HD 0.24% 24,332 $1M $51.91 $9K -5,867 -19.4%
70 PPA 0.23% 8,582 $1M $141.69 $232K +136 +1.6%
71 MDY 0.22% 2,085 $1M $566.54 -$19K -166 -7.4%
72 IYH 0.21% 19,925 $1M $56.48 -$106K -297 -1.5%
73 JNJ 0.21% 7,339 $1M $152.75 -$117K -129 -1.7%
74 FJUN 0.20% 20,165 $1M $53.67 $376K +6,009 +42.5%
75 GS 0.20% 1,521 $1M $707.58 $228K -32 -2.1%
76 IWM 0.20% 66,134 $1M $15.80 -$69K -79,302 -54.5%
77 IBM 0.20% 3,526 $1M $294.75 $294K +527 +17.6%
78 DIS 0.19% 8,265 $1M $124.01 $121K -897 -9.8%
79 ONEV 0.19% 7,735 $999K $129.11 -$41K -466 -5.7%
80 V 0.19% 24,109 $986K $40.92 $13K +169 +0.7%
81 XLF 0.18% 18,567 $972K $52.37 $21K -533 -2.8%
82 WMT 0.18% 30,007 $956K $31.87 $123K -194 -0.6%
83 EFA 0.17% 10,283 $919K $89.39 $252K +2,115 +25.9%
84 CVX 0.17% 6,202 $888K $143.19 -$124K +154 +2.5%
85 YJUN 0.17% 36,004 $881K $24.48 $473K +18,000 +100.0%
86 IVW 0.16% 7,710 $849K $110.11 $11K -1,312 -14.5%
87 DDEC 0.15% 18,455 $771K $41.76 $44K -107 -0.6%
88 SMAY 0.14% 32,062 $769K $23.97 $530K +21,886 +215.1%
89 XOM 0.14% 24,760 $763K $30.80 -$77K -572 -2.3%
90 MCD 0.14% 9,925 $759K $76.48 -$77K +598 +6.4%
91 GOOG 0.14% 4,271 $758K $177.40 $135K +287 +7.2%
92 SOCL 0.14% 13,505 $722K $53.43 $130K
93 IWB 0.14% 2,121 $720K $339.64 $70K +2 +0.1%
94 IEFA 0.13% 8,580 $716K $83.48 $136K +916 +11.9%
95 SMH 0.13% 2,490 $694K $278.89 $42K -593 -19.2%
96 SCHD 0.13% 26,005 $689K $26.50 -$330K -10,435 -28.6%
97 BAC 0.13% 14,556 $689K $47.32 $68K -317 -2.1%
98 FJUL 0.13% 13,219 $684K $51.74 $54K
99 UPS 0.12% 6,332 $639K $100.94 -$229K -1,565 -19.8%
100 IGM 0.12% 5,636 $633K $112.34 $110K -139 -2.4%

New Positions

SymbolValue% Port
IVLU $161K 0.03%
HYDB $140K 0.03%
CBRE $131K 0.02%
MCK $121K 0.02%
TSLL $85K 0.02%
MBB $84K 0.02%
SPOT $77K 0.01%
ITOT $72K 0.01%
ANSS $60K 0.01%
METU $59K 0.01%
VRT $58K 0.01%
REMX $57K 0.01%
GGLL $53K 0.01%
USIG $51K 0.01%
CE $50K 0.01%

Sold Out Positions

SymbolValue% Port
AME —%
TSLX —%
CTRE —%
VICI —%
SPG —%
PDO —%
LUV —%
HGV —%
PK —%
NNN —%
BXSL —%
CCI —%
APLE —%
CHD —%
BCAT —%
View SEC EDGAR Filings for SOA Wealth Advisors, LLC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms