| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 15 | Q2 2024 | 12.0% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | 15 | Q2 2024 | 13.0% |
| VANGUARD S&P 500 ETF | 15 | Q2 2024 | 5.4% |
| MICROSOFT CORP COM | 15 | Q2 2024 | 3.8% |
| AMAZON COM INC COM | 15 | Q2 2024 | 3.8% |
| ISHARES SELECT DIVIDEND ETF | 15 | Q2 2024 | 3.6% |
| ISHARES CORE DIVIDEND GROWTH ETF | 15 | Q2 2024 | 6.1% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 15 | Q2 2024 | 2.2% |
| ARK INNOVATION ETF | 15 | Q2 2024 | 6.9% |
| ISHARES MSCI EAFE ESG SELECT ETF | 15 | Q2 2024 | 2.5% |
View SOA Wealth Advisors, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| N-PX | 2024-07-15 |
| 13F-HR | 2024-04-10 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-07 |
View SOA Wealth Advisors, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.