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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 $449,295,412
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Russell Top 200 Growth Etf
 318,921 $55,881,352 12.43%
2.
Apple Inc.
 AAPL 256,491 $49,382,122 10.99%
3.
Vanguard S&P 500 Etf
 51,652 $22,561,384 5.02%
4.
Microsoft Corp
 MSFT 41,794 $15,716,268 3.49%
5.
Ishares Core Dividend Growth Etf
 281,097 $15,128,667 3.36%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)