Soa-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-14
Total Holdings
882
Total Value
479012992
Accession Number
0001376474-25-000332
Form Type
13F-HR
Manager Name
Soa-Wealth-Advisors
Data Enrichment
73% identified
645 identified237 unidentified

Holdings

882 positions • $479.0M total value
Manager:
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OSHKOSH CORP
Shares:1.3K
Value:$119.3K
% of Portfolio:0.0% ($119.3K/$479.0M)
MORGAN STANLEY
Shares:1.0K
Value:$119.1K
% of Portfolio:0.0% ($119.1K/$479.0M)
464288778
Shares:2.5K
Value:$118.8K
% of Portfolio:0.0% ($118.8K/$479.0M)
TRUIST FINANCIAL CORP
Shares:2.9K
Value:$117.6K
% of Portfolio:0.0% ($117.6K/$479.0M)
Workday, Inc.
Shares:500
Value:$116.8K
% of Portfolio:0.0% ($116.8K/$479.0M)
General Motors Co
Shares:2.5K
Value:$116.7K
% of Portfolio:0.0% ($116.7K/$479.0M)
Philip Morris International Inc.
Shares:26.7K
Value:$112.7K
% of Portfolio:0.0% ($112.7K/$479.0M)
S&P Global Inc.
Shares:15.7K
Value:$112.6K
% of Portfolio:0.0% ($112.6K/$479.0M)
AUTOMATIC DATA PROCESSING INC
Shares:366
Value:$111.8K
% of Portfolio:0.0% ($111.8K/$479.0M)
Sea Ltd
Shares:850
Value:$110.9K
% of Portfolio:0.0% ($110.9K/$479.0M)
OMNICOM GROUP INC.
Shares:1.3K
Value:$110.3K
% of Portfolio:0.0% ($110.3K/$479.0M)
Alibaba Group Holding Ltd
Shares:819
Value:$108.3K
% of Portfolio:0.0% ($108.3K/$479.0M)
92189F106
Shares:2.3K
Value:$107.9K
% of Portfolio:0.0% ($107.9K/$479.0M)
KITE REALTY GROUP TRUST
Shares:4.8K
Value:$107.8K
% of Portfolio:0.0% ($107.8K/$479.0M)
DELTA AIR LINES, INC.
Shares:2.4K
Value:$104.7K
% of Portfolio:0.0% ($104.7K/$479.0M)
GE Vernova Inc.
Shares:53.3K
Value:$104.7K
% of Portfolio:0.0% ($104.7K/$479.0M)
CATERPILLAR INC
Shares:315
Value:$103.7K
% of Portfolio:0.0% ($103.7K/$479.0M)
CSX CORP
Shares:103.2K
Value:$103.2K
% of Portfolio:0.0% ($103.2K/$479.0M)
46641Q837
Shares:2.0K
Value:$101.7K
% of Portfolio:0.0% ($101.7K/$479.0M)
33740F680
Shares:2.5K
Value:$99.6K
% of Portfolio:0.0% ($99.6K/$479.0M)