Position in EW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$78,700
+$7,830 QoQ
Shares Held
870
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,070
of 1,315 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $304,514 across 8 Medical Devices names. EW ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
This page
|
870 | $78,700 | |
| 2 | MDT |
Medtronic plc
|
774 | $60,550 | |
| 3 | ABT |
Abbott Laboratories
|
657 | $59,616 | |
| 4 | SYK |
Stryker Corp
|
170 | $53,522 | |
| 5 | PHG |
Koninklijke Philips NV
|
954 | $25,939 | |
| 6 | PROF |
Profound Medical Corp.
|
2,000 | $13,300 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
161 | $10,305 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
30 | $2,582 |
All Filings in EW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,700 | 870 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $70,870 | 885 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $75,446 | 885 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $68,826 | 885 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $69,215 | 885 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $34,645 | 478 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $35,386 | 478 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $40,121 | 608 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $59,393 | 643 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $70,523 | 738 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $57,263 | 751 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $56,186 | 811 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $76,501 | 811 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $73,960 | 894 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $67,223 | 901 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $74,697 | 904 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $85,961 | 904 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $107,713 | 915 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $118,538 | 915 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $103,587 | 915 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $95,180 | 919 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $78,203 | 935 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $94,970 | 1,041 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||