SOA Wealth Advisors, LLC. Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$592.2M
Holdings
869
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (869 positions)
| Stock | Value |
|---|---|
VNQVANGUARD REAL ESTATE ETF | $20K |
BCXBLACKROCK RES & COMMODITIES ST SHS | $20K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT FD SHS | $19K |
CHKPCHECK POINT SOFTWARE TECH LTD ORD | $19K |
DRIDARDEN RESTAURANTS INC COM | $19K |
TPVGTRIPLEPOINT VENTURE GROWTH BDC COM | $19K |
FEPFIRST TRUST EUROPE ALPHADEX FUND | $19K |
MGVVANGUARD MEGA CAP VALUE ETF | $19K |
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF | $18K |
SJNKSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $18K |
OREALTY INCOME CORP COM | $18K |
EMLEASTERN CO COM | $18K |
FLSFLOWSERVE CORP COM | $18K |
PGXINVESCO PREFERRED ETF | $18K |
SCHASCHWAB U.S. SMALL-CAP ETF | $18K |
QMARFT VEST NASDAQ-100 BUFFER ETF - MARCH | $18K |
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $18K |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $18K |
SNOWSNOWFLAKE INC COM SHS | $18K |
MSGSMADISON SQUARE GRDN SPRT CORP CL A | $18K |
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $18K |
SRESEMPRA COM | $17K |
ERTHINVESCO MSCI SUSTAINABLE FUTURE ETF | $17K |
XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF | $17K |
EIXEDISON INTL COM | $17K |
ETVEATON VANCE TAX-MANAGED BUY- COM | $17K |
COPCONOCOPHILLIPS COM | $17K |
DBCINVESCO DB COMMODITY INDEX TRACKING FUND | $16K |
MIGASTRATEGY INC CL A NEW | $16K |
NMAXNEWSMAX INC COM SHS CLASS B | $16K |
MDLZMONDELEZ INTL INC CL A | $16K |
VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF | $16K |
BJBJS WHSL CLUB HLDGS INC COM | $16K |
FSKFS KKR CAP CORP COM | $16K |
STWDSTARWOOD PPTY TR INC COM | $16K |
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B | $16K |
SPTLSTATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $15K |
PRNPROFOUND MED CORP COM NEW | $15K |
DEODIAGEO PLC SPON ADR NEW | $15K |
ICLNISHARES GLOBAL CLEAN ENERGY ETF | $15K |
XFFCXFLAHERTY & CRUMRIN PFD & INM S COM | $15K |
BSXBOSTON SCIENTIFIC CORP COM | $15K |
BTCGRAYSCALE BITCOIN MINI TRUST ETF | $15K |
ENBENBRIDGE INC COM | $14K |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $14K |
ALNYALNYLAM PHARMACEUTICALS INC COM | $14K |
PSAPUBLIC STORAGE OPER CO COM | $14K |
FXIISHARES CHINA LARGE-CAP ETF | $14K |
EXLSEXLSERVICE HOLDINGS INC COM | $14K |
WMWASTE MGMT INC DEL COM | $14K |
IAUMISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $14K |
HLNHALEON PLC SPON ADS | $13K |
FPFFIRST TR INTER DURATN PFD & IN COM | $13K |
VDCVANGUARD CONSUMER STAPLES ETF | $13K |
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $13K |
AGEMABRDN EMERGING MARKETS DIVIDEND ACTIVE ETF | $13K |
GEMDGOLDMAN SACHS ACCESS EMERGING MARKETS USD BOND ETF | $13K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $13K |
SPYINEOS S&P 500 HIGH INCOME ETF | $13K |
GSKGSK PLC SPONSORED ADR | $13K |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $13K |
BHPBHP GROUP LTD SPONSORED ADS | $13K |
LDOSLEIDOS HOLDINGS INC COM | $13K |
CCLCARNIVAL CORP PAIRED CTF | $13K |
GBILACCESS TREASURY 0-1 YEAR ETF | $12K |
GRNJFUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF | $12K |
NOWSERVICENOW INC COM | $12K |
BTZBLACKROCK CR ALLOCATION COM | $12K |
AVBAVALONBAY CMNTYS INC COM | $12K |
GDGENERAL DYNAMICS CORP COM | $12K |
MFCMANULIFE FINL CORP COM | $12K |
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $12K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $11K |
DMARFT VEST US EQUITY DEEP BUFFER ETF - MARCH | $11K |
TNLTRAVEL PLUS LEISURE CO COM | $11K |
ESSESSEX PPTY TR INC COM | $11K |
WHWYNDHAM HOTELS & RESORTS INC COM | $11K |
PSXPHILLIPS 66 COM | $11K |
NACNUVEEN CA QUALTY MUN INCOME FD COM | $11K |
FDXFEDEX CORP COM | $11K |
SCHHSCHWAB U.S. REIT ETF | $11K |
WDCWESTERN DIGITAL CORP COM | $11K |
DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $11K |
ROSTROSS STORES INC COM | $11K |
WELLWELLTOWER INC COM | $10K |
ONON SEMICONDUCTOR CORP COM | $10K |
PSCHINVESCO S&P SMALLCAP HEALTH CARE ETF | $10K |
SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $10K |
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM | $10K |
ALVAUTOLIV INC COM | $10K |
NVONOVO-NORDISK A S ADR | $10K |
SYYSYSCO CORP COM | $10K |
GTIPGOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF | $10K |
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF | $10K |
MUBISHARES NATIONAL MUNI BOND ETF | $9K |
DELLDELL TECHNOLOGIES INC CL C | $9K |
IONQIONQ INC COM | $9K |
INDBINDEPENDENT BK CORP MASS COM | $9K |
HWMHOWMET AEROSPACE INC COM | $9K |
RACEFERRARI N V COM | $9K |