Soa Wealth Advisors, Llc.
CIK Number: 0001849444
524.35M
Market Value
688
# of Holdings
12 months
Avg. Holding Period
77.53%
Win Rate
25.21%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Russell... | 234.23 | -0.44% | 296.46K | +0.10% | 65.24M | 138.97 | 12.44% | |
| 2 | Apple Inc Com | 243.86 | -2.62% | 242.23K | -1.67% | 56.44M | 133.88 | 10.76% | |
| 3 | Vanguard S&P 50... | 537.55 | -0.23% | 53.04K | +2.38% | 27.99M | 351.71 | 5.34% | |
| 4 | Microsoft Corp ... | 418.58 | -0.69% | 41.90K | +0.11% | 18.03M | 230.17 | 3.44% | |
| 5 | Nvidia Corporat... | 138.32 | +3.00% | 120.63K | +0.29% | 14.65M | 131 | 2.79% |
Trade Smarter, Not Harder
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- Up to 30 years financial history
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