SOA Wealth Advisors, LLC.

Position in AON — Aon plc

CIK 1849444 NEW YORK, NY

Position in AON

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$17,911

+$481 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,125

of 1,247 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $579,562 across 4 Insurance Brokers names. AON ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,637	$439,508
2	BRO	Brown & Brown, Inc.	1,106	$70,949
3	AJG	Arthur J. Gallagher & Co.	223	$51,194
4	AON	Aon plc This page	54	$17,911

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,911	54	0.0%	Shares	Sole	2026-07-21
2026-03-31	$17,430	54	-5.3%	Shares	Sole	2026-05-20
2025-12-31	$20,114	57	-1.7%	Shares	Sole	2026-01-20
2025-09-30	$20,681	58	0.0%	Shares	Sole	2025-10-21
2025-06-30	$20,692	58	-17.1%	Shares	Sole	2025-07-18
2025-03-31	$27,936	70	0.0%	Shares	Sole	2025-04-14
2024-12-31	$25,141	70	0.0%	Shares	Sole	2025-02-06
2024-09-30	$24,219	70	0.0%	Shares	Sole	2024-11-20
2024-06-30	$20,550	70	-5.4%	Shares	Sole	2024-07-17
2024-03-31	$24,695	74	0.0%	Shares	Sole	2024-04-10
2023-12-31	$21,535	74	0.0%	Shares	Sole	2024-02-13
2023-09-30	$23,992	74	0.0%	Shares	Sole	2023-10-10
2023-06-30	$25,544	74	0.0%	Shares	Sole	2023-07-07
2023-03-31	$23,331	74	0.0%	Shares	Sole	2023-04-28
2022-12-31	$22,210	74	0.0%	Shares	Sole	2023-01-10
2022-09-30	$19,822	74	-14.0%	Shares	Sole	2022-10-07
2022-06-30	$23,192	86	-81.9%	Shares	Sole	2022-07-13
2022-03-31	$154,674	475	0.0%	Shares	Sole	2022-04-07
2021-12-31	$142,766	475	+12.8%	Shares	Sole	2022-01-13
2021-09-30	$120,309	421	-0.7%	Shares	Sole	2021-10-12
2021-06-30	$101,234	424	+152.4%	Shares	Sole	2021-07-14
2021-03-31	$38,658	168	+5.0%	Shares	Sole	2021-04-26
2020-12-31	$33,803	160	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.