SOA Wealth Advisors, LLC.

Position in CVS — CVS HEALTH Corp

CIK 1849444 NEW YORK, NY

Position in CVS

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

Position Value

$539,284

+$517,738 QoQ

Shares Held

5,213

+1637.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,208

of 2,054 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $1,012,492 across 5 Healthcare Plans names. CVS ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	5,213	$539,284
2	UNH	Unitedhealth Group Inc	807	$335,413
3	CI	Cigna Group	497	$137,012
4	HUM	Humana Inc	1	$397
5	ELV	Elevance Health, Inc.	1	$386

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$539,284	5,213	+1637.7%	Shares	Sole	2026-07-21
2026-03-31	$21,546	300	0.0%	Shares	Sole	2026-05-20
2025-12-31	$23,808	300	-38.3%	Shares	Sole	2026-01-20
2025-09-30	$36,639	486	+36.9%	Shares	Sole	2025-10-21
2025-06-30	$24,487	355	-46.0%	Shares	Sole	2025-07-18
2025-03-31	$44,579	658	-61.2%	Shares	Sole	2025-04-14
2024-12-31	$76,223	1,698	+0.6%	Shares	Sole	2025-02-06
2024-09-30	$106,141	1,688	-34.4%	Shares	Sole	2024-11-20
2024-06-30	$152,020	2,574	+0.5%	Shares	Sole	2024-07-17
2024-03-31	$204,265	2,561	-10.4%	Shares	Sole	2024-04-10
2023-12-31	$225,746	2,859	+4.9%	Shares	Sole	2024-02-13
2023-09-30	$190,329	2,726	+44.8%	Shares	Sole	2023-10-10
2023-06-30	$130,171	1,883	+0.5%	Shares	Sole	2023-07-07
2023-03-31	$139,256	1,874	-30.6%	Shares	Sole	2023-04-28
2022-12-31	$251,799	2,702	+0.2%	Shares	Sole	2023-01-10
2022-09-30	$257,117	2,696	-0.1%	Shares	Sole	2022-10-07
2022-06-30	$249,996	2,698	-0.4%	Shares	Sole	2022-07-13
2022-03-31	$274,279	2,710	+44.9%	Shares	Sole	2022-04-07
2021-12-31	$192,909	1,870	-30.7%	Shares	Sole	2022-01-13
2021-09-30	$229,037	2,699	+0.2%	Shares	Sole	2021-10-12
2021-06-30	$224,787	2,694	+47.3%	Shares	Sole	2021-07-14
2021-03-31	$137,595	1,829	+0.1%	Shares	Sole	2021-04-26
2020-12-31	$124,784	1,827	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.