Notify me when SOA Wealth Advisors, LLC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 867 | $549,491,405 | +$8,643,432 | -$10,662,261 | -$2,018,829 | IWY, AAPL, VOO, NVDA, VOE | 13F-HR | 20 Jan 2026, 12:11 |
| Q3 2025 | 892 | $537,984,880 | +$19,140,745 | -$16,083,807 | +$3,056,938 | IWY, AAPL, VOO, NVDA, EFIV | 13F-HR | 21 Oct 2025, 11:42 |
| Q2 2025 | 878 | $489,573,267 | +$30,053,828 | -$25,063,617 | +$4,990,211 | IWY, AAPL, VOO, NVDA, SPYV | 13F-HR | 18 Jul 2025, 13:18 |
| Q1 2025 | 881 | $440,129,413 | +$26,094,897 | -$43,206,467 | -$17,111,570 | AAPL, IWY, VOO, SPYV, NVDA | 13F-HR | 14 Apr 2025, 11:20 |
| Q4 2024 | 872 | $542,899,189 | +$20,967,036 | -$10,462,145 | +$10,504,891 | IWY, AAPL, VOO, MSFT, NVDA | Restatement | 06 Feb 2025, 16:12 |
| Q3 2024 | 838 | $524,351,339 | +$8,673,613 | -$12,287,651 | -$3,614,038 | IWY, AAPL, VOO, MSFT, NVDA | Restatement | 20 Nov 2024, 15:42 |
| Q2 2024 | 850 | $497,124,484 | +$34,315,475 | -$29,753,793 | +$4,561,682 | IWY, AAPL, VOO, MSFT, NVDA | 13F-HR | 17 Jul 2024, 15:21 |
| Q1 2024 | 906 | $482,940,553 | +$15,315,390 | -$8,947,900 | +$6,367,490 | IWY, AAPL, VOO, MSFT, DGRO | 13F-HR | 10 Apr 2024, 14:18 |
| Q4 2023 | 907 | $449,285,978 | +$11,057,420 | -$10,975,482 | +$81,938 | IWY, AAPL, VOO, MSFT, DGRO | Restatement | 13 Feb 2024, 13:58 |
| Q3 2023 | 939 | $402,194,330 | +$8,549,728 | -$10,663,591 | -$2,113,863 | IWY, AAPL, VOO, DGRO, MSFT | 13F-HR | 10 Oct 2023, 09:54 |
| Q2 2023 | 936 | $426,898,719 | +$18,805,202 | -$31,933,493 | -$13,128,291 | AAPL, IWY, VOO, DGRO, MSFT | 13F-HR | 07 Jul 2023, 11:39 |
| Q1 2023 | 968 | $405,921,476 | +$4,076,307 | -$3,631,396 | +$444,911 | AAPL, IWY, DGRO, VOO, DVY | 13F-HR | 28 Apr 2023, 11:33 |
| Q4 2022 | 973 | $371,602,806 | +$30,852,917 | -$12,107,794 | +$18,745,123 | AAPL, IWY, DGRO, VOO, DVY | 13F-HR | 10 Jan 2023, 10:35 |
| Q3 2022 | 809 | $332,110,000 | +$20,264,540 | -$4,507,825 | +$15,756,715 | AAPL, IWY, VOO, DVY, MSFT | 13F-HR | 07 Oct 2022, 09:39 |
| Q2 2022 | 796 | $339,274,000 | +$36,416,023 | -$22,503,247 | +$13,912,776 | AAPL, IWY, VOO, DVY, MSFT | 13F-HR | 13 Jul 2022, 09:12 |
| Q1 2022 | 885 | $410,041,000 | +$36,598,260 | -$12,185,100 | +$24,413,160 | AAPL, IWY, VOO, MSFT, AMZN | 13F-HR | 07 Apr 2022, 11:58 |
| Q4 2021 | 862 | $412,786,000 | +$12,281,260 | -$20,467,778 | -$8,186,518 | AAPL, VOO, IWY, AMZN, MSFT | 13F-HR | 13 Jan 2022, 12:32 |
| Q3 2021 | 881 | $390,250,000 | +$18,773,630 | -$5,527,052 | +$13,246,578 | AAPL, VOO, ARKK, AMZN, IWY | 13F-HR | 12 Oct 2021, 09:43 |
| Q2 2021 | 852 | $389,057,000 | +$24,089,618 | -$21,600,688 | +$2,488,930 | AAPL, ARKK, VOO, AMZN, IWY | 13F-HR | 14 Jul 2021, 12:41 |
| Q1 2021 | 800 | $357,343,000 | +$5,944,374 | -$7,413,986 | -$1,469,612 | AAPL, ARKK, VOO, AMZN, IWY | 13F-HR | 26 Apr 2021, 09:41 |
| Q4 2020 | 781 | $322,015,000 | $0 | $0 | $0 | AAPL, VOO, AMZN, IWY, MSFT | 13F-HR | 10 Mar 2021, 08:15 |