SOA Wealth Advisors, LLC.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$497M
Signature - Title
Charles Hamowy - Chief Executive Officer
Location
120 West 45 Street Suite 1400, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 850 $497M +$34.3M -$29.8M +$4.56M IWY, AAPL, VOO, MSFT, NVDA 13F-HR 7/17/2024, 03:21 PM
Q1 2024 906 $483M +$15.3M -$8.95M +$6.37M IWY, AAPL, VOO, MSFT, DGRO 13F-HR 4/10/2024, 02:18 PM
Q4 2023 907 $449M +$11.1M -$11M +$81.9K IWY, AAPL, VOO, MSFT, DGRO Restatement 2/13/2024, 01:58 PM
Q3 2023 939 $402M +$8.55M -$10.7M -$2.11M IWY, AAPL, VOO, DGRO, MSFT 13F-HR 10/10/2023, 09:54 AM
Q2 2023 936 $427M +$18.8M -$31.9M -$13.1M AAPL, IWY, VOO, DGRO, MSFT 13F-HR 7/7/2023, 11:39 AM
Q1 2023 968 $406M +$4.08M -$3.63M +$445K AAPL, IWY, DGRO, VOO, DVY 13F-HR 4/28/2023, 11:33 AM
Q4 2022 973 $372M +$30.9M -$12.1M +$18.7M AAPL, IWY, DGRO, VOO, DVY 13F-HR 1/10/2023, 10:35 AM
Q3 2022 809 $332M +$20.3M -$4.52M +$15.8M AAPL, IWY, VOO, DVY, MSFT 13F-HR 10/7/2022, 09:39 AM
Q2 2022 748 $339M +$36.4M -$22.6M +$13.8M AAPL, IWY, VOO, DVY, MSFT 13F-HR 7/13/2022, 09:12 AM
Q1 2022 842 $410M +$36.6M -$12.2M +$24.4M AAPL, IWY, VOO, MSFT, AMZN 13F-HR 4/7/2022, 11:58 AM
Q4 2021 825 $413M +$12.3M -$20.5M -$8.25M AAPL, VOO, IWY, AMZN, MSFT 13F-HR 1/13/2022, 12:32 PM
Q3 2021 836 $390M +$18.8M -$5.53M +$13.3M AAPL, VOO, ARKK, AMZN, IWY 13F-HR 10/12/2021, 09:43 AM
Q2 2021 814 $389M +$24.1M -$21.6M +$2.52M AAPL, ARKK, VOO, AMZN, IWY 13F-HR 7/14/2021, 12:41 PM
Q1 2021 757 $357M +$10.7M -$9.32M +$1.37M AAPL, ARKK, VOO, AMZN, IWY 13F-HR 4/26/2021, 09:41 AM
Q4 2020 714 $366M $0 $0 AAPL, ARKK, VOO, AMZN, IWY 13F-HR 3/10/2021, 08:15 AM