SOA Wealth Advisors, LLC.
Top Portfolio Positions
554 positions ·
$485,443,595 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
247,542 | $62,823,684 | 12.94% | |
| GEV |
GE Vernova Inc.
Industrials
|
55,624 | $48,554,189 | 10.00% | |
| MSFT |
Microsoft Corp
Technology
|
76,777 | $28,420,542 | 5.85% | |
| NVDA |
Nvidia Corp
Technology
|
160,470 | $27,985,968 | 5.77% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
17,769 | $17,705,564 | 3.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
17,568 | $16,158,519 | 3.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
54,424 | $15,650,165 | 3.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,755 | $15,360,953 | 3.16% | |
| PH |
Parker-Hannifin Corp
Industrials
|
15,915 | $14,247,744 | 2.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
43,306 | $12,738,892 | 2.62% |
Portfolio Trend
22 quarters · across all stocks
Holdings in OFS
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,835 | 19,672 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $89,226 | 18,745 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $139,212 | 18,103 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $146,332 | 17,338 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $154,855 | 16,669 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $129,701 | 16,072 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $130,307 | 15,421 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $131,444 | 14,819 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $141,810 | 14,281 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $157,095 | 13,427 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $146,490 | 13,033 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $124,811 | 12,620 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $125,898 | 12,235 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $120,632 | 11,885 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $94,447 | 11,490 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $110,776 | 11,167 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $142,181 | 10,937 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $116,521 | 10,690 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $108,251 | 10,449 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $101,811 | 10,222 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $87,800 | 10,000 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $71,500 | 10,000 | Shares | Sole | 2021-03-10 | |
| No 13F history on record for this holder in this stock. | ||||||