SOA Wealth Advisors, LLC.
Top Portfolio Positions
551 positions ·
$476,380,343 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
247,542 | $62,823,684 | 13.19% |
| GEV |
GE Vernova Inc.
Industrials
|
55,624 | $48,554,189 | 10.19% |
| MSFT |
Microsoft Corp
Technology
|
76,777 | $28,420,542 | 5.97% |
| NVDA |
Nvidia Corp
Technology
|
160,470 | $27,985,968 | 5.87% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
17,769 | $17,705,564 | 3.72% |
| LLY |
ELI LILLY & Co
|
17,568 | $16,158,519 | 3.39% |
| GOOGL |
Alphabet Inc.
|
54,424 | $15,650,165 | 3.29% |
| AMZN |
Amazon Com Inc
|
73,755 | $15,360,953 | 3.22% |
| PH |
Parker-Hannifin Corp
|
15,915 | $14,247,744 | 2.99% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
43,306 | $12,738,892 | 2.67% |
Holdings in COST
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,705,564 | 17,769 | Shares | Sole | 2026-05-20 | |
| No quarters match your search. | ||||||