Holdings of SOA Wealth Advisors, LLC.
757 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 45.5 % of the equity sleeve
Sector breakdown
- Technology 19.9 %
- Funds 18.0 %
- Financials 6.5 %
- Communication 3.4 %
- Consumer discretionary 3.2 %
- Industrials 1.5 %
- Health care 1.1 %
- Utilities 0.8 %
- Consumer staples 0.8 %
- Energy 0.4 %
- Materials 0.1 %
- Real estate 0.1 %
- Unattributed 44.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- TW 0.1 %
- GB 0.0 %
- JP 0.0 %
- ES 0.0 %
- NL 0.0 %
- KY 0.0 %
- BE 0.0 %
- MX 0.0 %
- AU 0.0 %
- BR 0.0 %
- DK 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 734 | 501.2M $ | 99.76 % |
| 2 | TW | 1 | 724K $ | 0.14 % |
| 3 | GB | 8 | 216.1K $ | 0.04 % |
| 4 | JP | 1 | 64.3K $ | 0.01 % |
| 5 | ES | 2 | 61.7K $ | 0.01 % |
| 6 | NL | 2 | 36K $ | 0.01 % |
| 7 | KY | 1 | 30.4K $ | 0.01 % |
| 8 | BE | 1 | 28.2K $ | 0.01 % |
| 9 | MX | 1 | 20K $ | 0.00 % |
| 10 | AU | 1 | 16.4K $ | 0.00 % |
| 11 | BR | 2 | 15.2K $ | 0.00 % |
| 12 | DK | 1 | 7.2K $ | 0.00 % |