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SOA Wealth Advisors, LLC.
SOA Wealth Advisors, LLC. is an institution, managing $561.8M across 850 long positions as of Q3 2025 with 61% ETF concentration.
- Portfolio Value
- $561.8M
- Positions
- 850
- Top Holding
- IWY at 12.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SOA Wealth Advisors, LLC.'s portfolio (46.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $68.9M | 12.26% | +$794.1K Bought | — 251.6K shares | |
Consumer Electronics Technology | $58.1M | 10.34% | -$193.5K Sold | 0.00% 266.7K shares | |
ETF ETF | $32.5M | 5.78% | +$838.4K Bought | — 53.1K shares | |
Semiconductors Technology | $23.7M | 4.21% | +$591.2K Bought | 0.00% 160.2K shares | |
Software - Infrastructure Technology | $18.5M | 3.30% | +$36.2K Bought | 0.00% 124.2K shares | |
ETF ETF | $12.6M | 2.24% | +$324.8K Bought | — 198.2K shares | |
Specialty Retail Consumer Cyclical | $12.6M | 2.24% | +$168.4K Bought | 0.00% 74.3K shares | |
ETF ETF | $11.9M | 2.11% | -$189.0K Sold | — 276.0K shares | |
ETF ETF | $11.8M | 2.10% | +$1.1M Bought | — 67.5K shares | |
ETF ETF | $10.0M | 1.78% | -$615.3K Sold | — 147.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SOA Wealth Advisors, LLC.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SOA Wealth Advisors, LLC.
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