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Home > Institutional Investor > Soa Wealth Advisors, Llc. > Profile

Instuitional Investor - Soa Wealth Advisors, Llc.

Fund Profile
Filing Period:
Fund Name: Soa Wealth Advisors, Llc.
Portfolio Value $532,402,748
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Russell Top 200 Growth Etf - ETF
 248,717 $61,311,311 11.52%
2.
Apple Inc.
 AAPL 267,635 $47,017,349 8.83%
3.
Vanguard S&P 500 Etf - ETF
 51,685 $29,358,748 5.51%
4.
Nvidia Corp
 NVDA 156,178 $19,425,130 3.65%
5.
Microsoft Corp
 MSFT 123,984 $17,665,660 3.32%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)