SOA Wealth Advisors, LLC.

Position in CARR — CARRIER GLOBAL Corp

CIK 1849444 NEW YORK, NY

Position in CARR

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

Position Value

$46,650

+$10,837 QoQ

Shares Held

636

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,417

of 1,624 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $8,054,644 across 5 Building Products & Equipment names. CARR ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	11,972	$5,880,167
2	JCI	Johnson Controls International plc	13,800	$2,016,318
3	GFF	Griffon Corp	1,140	$111,184
4	CARR	CARRIER GLOBAL Corp This page	636	$46,650
5	MAS	Masco Corp /De/	4	$325

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,650	636	0.0%	Shares	Sole	2026-07-21
2026-03-31	$35,813	636	0.0%	Shares	Sole	2026-05-20
2025-12-31	$33,606	636	0.0%	Shares	Sole	2026-01-20
2025-09-30	$37,969	636	0.0%	Shares	Sole	2025-10-21
2025-06-30	$46,548	636	0.0%	Shares	Sole	2025-07-18
2025-03-31	$40,322	636	0.0%	Shares	Sole	2025-04-14
2024-12-31	$43,413	636	0.0%	Shares	Sole	2025-02-06
2024-09-30	$51,191	636	0.0%	Shares	Sole	2024-11-20
2024-06-30	$40,118	636	0.0%	Shares	Sole	2024-07-17
2024-03-31	$36,970	636	0.0%	Shares	Sole	2024-04-10
2023-12-31	$36,538	636	0.0%	Shares	Sole	2024-02-13
2023-09-30	$35,107	636	0.0%	Shares	Sole	2023-10-10
2023-06-30	$31,615	636	0.0%	Shares	Sole	2023-07-07
2023-03-31	$29,097	636	+52.9%	Shares	Sole	2023-04-28
2022-12-31	$17,160	416	0.0%	Shares	Sole	2023-01-10
2022-09-30	$14,792	416	0.0%	Shares	Sole	2022-10-07
2022-06-30	$14,834	416	-41.1%	Shares	Sole	2022-07-13
2022-03-31	$32,384	706	0.0%	Shares	Sole	2022-04-07
2021-12-31	$38,293	706	0.0%	Shares	Sole	2022-01-13
2021-09-30	$36,542	706	+4.7%	Shares	Sole	2021-10-12
2021-06-30	$32,756	674	+29.6%	Shares	Sole	2021-07-14
2021-03-31	$21,954	520	-4.8%	Shares	Sole	2021-04-26
2020-12-31	$20,595	546	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.