IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SOA Wealth Advisors, Llc.

Q1 2025 Holdings

Filed 2025-04-14 | 882 holdings | $479.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Blackstone MTG TR Inc COM CL A(BXMT)REIT09257W100$8.1K4040.0%
Vanguard Large-Cap ETF(VV)ETF922908637$8.1K310.0%
Spdr Doubleline Total Return Tactical ETF(TOTL)ETF78467V848$8.1K2010.0%
Arista Networks Inc COM SHS(ANET)Stock040413205$8.1K1050.0%
ON Semiconductor Corp COM(ON)Stock682189105$8.1K2000.0%
Ishares Gold Trust(IAU)ETF464285204$8.3K1400.0%
Cadence Design System Inc COM(CDNS)Stock127387108$8.4K330.0%
Zoom Communications Inc CL A(ZM)Stock98980L101$8.4K1140.0%
Carnival Corp Paired CTF(CCL)Stock143658300$8.8K4490.0%
Alps Sector Dividend Dogs ETF(SDOG)ETF00162Q858$9.0K1550.0%
Smith A O Corp COM(AOS)Stock831865209$9.0K1380.0%
Western Digital Corp COM(WDC)Stock958102105$9.2K9,1680.0%
General MLS Inc COM(GIS)Stock370334104$9.2K1540.0%
Wabtec COM(WAB)Stock929740108$9.2K510.0%
Vaneck Steel ETF(SLX)ETF92189F205$9.3K1510.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$9.3K2400.0%
Welltower Inc COM(WELL)REIT95040Q104$9.4K9,3930.0%
Ross Stores Inc COM(ROST)Stock778296103$9.6K9,5670.0%
Pgim Global High Yield FD Form COM(GHY)CEF69346J106$9.6K7190.0%
CME Group Inc COM(CME)Stock12572Q105$9.7K360.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$9.7K1230.0%
Ferrari N V COM(RACE)StockN3167Y103$9.8K9,7740.0%
Howmet Aerospace Inc COM(HWM)Stock443201108$10.1K10,0710.0%
Leidos Holdings Inc COM(LDOS)Stock525327102$10.2K750.0%
Xenia Hotels & Resorts Inc COM(XHR)REIT984017103$10.3K8730.0%
Hilton Worldwide Hldgs Inc COM(HLT)Stock43300A203$10.3K10,2860.0%
Abrdn Emerging Markets Dividend Active ETF(AGEM)ETF00384X301$10.3K3540.0%
General Dynamics Corp COM(GD)Stock369550108$10.4K380.0%
Trane Technologies PLC SHS(TT)StockG8994E103$10.4K310.0%
Nuveen CA Qualty MUN Income FD COM(NAC)CEF67066Y105$10.5K9330.0%
Clearbridge Energy Midstrm OPP COM(EMO)CEF18469P209$10.6K2130.0%
Verifyme Inc COM New(VRME)Stock92346X206$10.7K15,8000.0%
Compass Diversified SH BEN INT(CODI)Stock20451Q104$10.8K5800.0%
FT Vest US Equity Deep Buffer ETF - March(DMAR)ETF33740F615$10.9K2880.0%
Entergy Corp New COM(ETR)Stock29364G103$10.9K10,9310.0%
Spdr Portfolio S&P 500 High Dividend ETF(SPYD)ETF78468R788$11.1K2500.0%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$11.1K500.0%
America Movil SAB de CV Spon ADS RP CL B(AMX)ADR02390A101$11.1K7840.0%
Juniper Networks Inc COM(JNP)Stock48203R104$11.3K3130.0%
Kenvue Inc COM(KVUE)Stock49177J102$11.5K4810.0%
Southwest Airls Co COM(LUV)Stock844741108$11.8K3500.0%
Ryman Hospitality Pptys Inc COM(RHP)REIT78377T107$11.9K1300.0%
Viking Therapeutics Inc COM(VKTX)Stock92686J106$12.1K5000.0%
Walgreens Boots Alliance Inc COM(WBA)Stock931427108$12.1K1,0840.0%
Amphenol Corp New CL A(APH)Stock032095101$12.4K12,4210.0%
First Solar Inc COM(FSLR)Stock336433107$12.6K1000.0%
WPP PLC New ADR(WPP)ADR92937A102$12.7K3340.0%
First TR Inter Duratn PFD & in COM(FPF)CEF33718W103$12.7K6900.0%
Sysco Corp COM(SYY)Stock871829107$12.8K1700.0%
BlackRock CR Allocation Income COM(BTZ)CEF092508100$13.1K13,0930.0%
PreviousPage 7 of 18Next