SOA Wealth Advisors, LLC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$524M
Signature - Title
Charles Hamowy - Chief Executive Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by SOA Wealth Advisors, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SOA Wealth Advisors, LLC. reported 838 stock holdings with total value $524M as of Q3 2024. Top holdings included IWY, AAPL, VOO, MSFT, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 838 $524M +$8.67M -$12.3M -$3.61M IWY, AAPL, VOO, MSFT, NVDA 13F-HR 10/8/2024, 09:06 PM
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 -$4.51M +$15.8M AAPL, IWY, VOO, DVY, MSFT 13F-HR 10/7/2022, 09:39 AM
Q2 2022 796 $339M +$36.4M -$22.5M +$13.9M AAPL, IWY, VOO, DVY, MSFT 13F-HR 7/13/2022, 09:12 AM
Q1 2022 885 $410M +$36.6M -$12.2M +$24.4M AAPL, IWY, VOO, MSFT, AMZN 13F-HR 4/7/2022, 11:58 AM
Q4 2021 862 $413M +$12.3M -$20.5M -$8.19M AAPL, VOO, IWY, AMZN, MSFT 13F-HR 1/13/2022, 12:32 PM
Q3 2021 881 $390M +$18.8M -$5.53M +$13.2M AAPL, VOO, ARKK, AMZN, IWY 13F-HR 10/12/2021, 09:43 AM
Q2 2021 852 $389M +$24.1M -$21.6M +$2.49M AAPL, ARKK, VOO, AMZN, IWY 13F-HR 7/14/2021, 12:41 PM
Q1 2021 800 $357M +$5.94M -$7.41M -$1.47M AAPL, ARKK, VOO, AMZN, IWY 13F-HR 4/26/2021, 09:41 AM
Q4 2020 781 $322M $0 $0 AAPL, VOO, AMZN, IWY, MSFT 13F-HR 3/10/2021, 08:15 AM