SOA Wealth Advisors, LLC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW SOA Wealth Advisors, LLC. | Institutional Filer | ▲ 1.53% | $592.2M | 869 |
Current Portfolio Holdings
Showing all 869 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | — | 250K | $69.3M | 11.70% |
| 2 | AAPL | Apple Inc. | Technology | 264K | $61.4M | 10.37% |
| 3 | VOO | VANGUARD S&P 500 ETF | — | 53K | $33.3M | 5.62% |
| 4 | NVDA | NVIDIA Corporation | Technology | 160K | $23.6M | 3.98% |
| 5 | MSFT | Microsoft Corporation | Technology | 78K | $17.2M | 2.90% |
| 6 | VOE | VANGUARD MID-CAP VALUE ETF | — | 80K | $14.2M | 2.40% |
| 7 | EFIV | STATE STREET SPDR S&P 500 ESG ETF | — | 201K | $13.3M | 2.25% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 74K | $13.2M | 2.23% |
| 9 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | — | 280K | $12.7M | 2.14% |
| 10 | GOOGL | Alphabet Inc. | Technology | 55K | $10.4M | 1.75% |
| 11 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | — | 145K | $10.0M | 1.70% |
| 12 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | — | 21K | $10.0M | 1.69% |
| 13 | DVY | ISHARES SELECT DIVIDEND ETF | — | 65K | $9.2M | 1.55% |
| 14 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | — | 371K | $9.2M | 1.55% |
| 15 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | — | 157K | $8.9M | 1.51% |
Showing 1 to 15 of 869 holdings