SOA Wealth Advisors, LLC.
Top Portfolio Positions
553 positions ·
$477,557,731 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
247,542 | $62,823,684 | 13.16% |
| GEV |
GE Vernova Inc.
Industrials
|
55,624 | $48,554,189 | 10.17% |
| MSFT |
Microsoft Corp
Technology
|
76,777 | $28,420,542 | 5.95% |
| NVDA |
Nvidia Corp
Technology
|
160,470 | $27,985,968 | 5.86% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
17,769 | $17,705,564 | 3.71% |
| LLY |
ELI LILLY & Co
Healthcare
|
17,568 | $16,158,519 | 3.38% |
| GOOGL |
Alphabet Inc.
Communication Services
|
54,424 | $15,650,165 | 3.28% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,755 | $15,360,953 | 3.22% |
| PH |
Parker-Hannifin Corp
Industrials
|
15,915 | $14,247,744 | 2.98% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
43,306 | $12,738,892 | 2.67% |
Portfolio Trend
Holdings in IGR
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $856 | 195 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $819 | 187 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $925 | 180 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $920 | 174 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $866 | 168 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $779 | 162 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,031 | 157 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $771 | 153 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $790 | 147 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $765 | 141 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $607 | 135 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,365 | 261 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,343 | 253 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,409 | 246 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,373 | 238 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,684 | 232 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,052 | 227 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $2,192 | 224 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,839 | 220 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,902 | 216 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,655 | 212 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,451 | 211 | Shares | Sole | 2021-03-10 | |
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