Position in CORZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,448
+$2,679 QoQ
Shares Held
252
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#355
of 410 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CORZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $48,103,494 across 15 Software - Infrastructure names. CORZ ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
102,203 | $38,123,763 | |
| 2 | PANW |
Palo Alto Networks Inc
|
17,224 | $5,873,728 | |
| 3 | ORCL |
Oracle Corp
|
15,886 | $2,328,093 | |
| 4 | ZETA |
Zeta Global Holdings Corp.
|
42,500 | $836,400 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,545 | $413,595 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,802 | $179,371 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,005 | $154,388 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,504 | $71,735 |
All Filings in CORZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,448 | 252 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,769 | 252 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $3,669 | 252 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||