SOA Wealth Advisors, LLC.

CIK

1849444

City

NEW YORK

State / Country

Stock

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%

22 quarters · across all stocks

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21 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$864	42	0.0%	Shares	Sole	2026-05-20
2025-12-31	$1,049	42	0.0%	Shares	Sole	2026-01-20
2025-09-30	$1,106	42	0.0%	Shares	Sole	2025-10-21
2025-06-30	$1,185	42	0.0%	Shares	Sole	2025-07-18
2025-03-31	$1,024	42	0.0%	Shares	Sole	2025-04-14
2024-12-31	$1,061	42	0.0%	Shares	Sole	2025-01-28
2024-09-30	$1,263	42	0.0%	Shares	Sole	2024-11-20
2024-06-30	$1,123	42	0.0%	Shares	Sole	2024-07-17
2023-12-31	$901	42	0.0%	Shares	Sole	2024-02-13
2023-09-30	$938	42	0.0%	Shares	Sole	2023-10-10
2023-06-30	$910	42	0.0%	Shares	Sole	2023-07-07
2023-03-31	$817	42	0.0%	Shares	Sole	2023-04-28
2022-12-31	$852	42	0.0%	Shares	Sole	2023-01-10
2022-09-30	$977	42	0.0%	Shares	Sole	2022-10-07
2022-06-30	$938	42	0.0%	Shares	Sole	2022-07-13
2022-03-31	$1,054	42	0.0%	Shares	Sole	2022-04-07
2021-12-31	$1,121	42	0.0%	Shares	Sole	2022-01-13
2021-09-30	$1,158	42	0.0%	Shares	Sole	2021-10-12
2021-06-30	$1,036	42	0.0%	Shares	Sole	2021-07-14
2021-03-31	$979	42	0.0%	Shares	Sole	2021-04-26
2020-12-31	$890	42	—	Shares	Sole	2021-03-10
No 13F history on record for this holder in this stock.