• 13F History

SOA Wealth Advisors, LLC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$440M
Signature - Title
Charles Hamowy - Chief Executive Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by SOA Wealth Advisors, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SOA Wealth Advisors, LLC. reported 881 stock holdings with total value $440M as of Q1 2025. Top holdings included AAPL, IWY, VOO, SPYV, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 881 $440M +$26.1M -$43.2M -$17.1M AAPL, IWY, VOO, SPYV, NVDA 13F-HR 4/14/2025, 11:20 AM
Q4 2024 872 $543M +$21M -$10.5M +$10.5M IWY, AAPL, VOO, MSFT, NVDA Restatement 2/6/2025, 04:12 PM
Q3 2024 838 $524M +$8.67M -$12.3M -$3.61M IWY, AAPL, VOO, MSFT, NVDA Restatement 11/20/2024, 03:42 PM
Q2 2024 850 $497M +$34.3M -$29.8M +$4.56M IWY, AAPL, VOO, MSFT, NVDA 13F-HR 7/17/2024, 03:21 PM
Q1 2024 902 $483M +$15.3M -$8.95M +$6.37M IWY, AAPL, VOO, MSFT, DGRO 13F-HR 4/10/2024, 02:18 PM
Q4 2023 903 $449M +$11.1M -$11M +$81.4K IWY, AAPL, VOO, MSFT, DGRO Restatement 2/13/2024, 01:58 PM
Q3 2023 936 $402M +$8.55M -$10M -$1.45M IWY, AAPL, VOO, DGRO, MSFT 13F-HR 10/10/2023, 09:54 AM
Q2 2023 934 $427M +$18.8M -$31.7M -$12.9M AAPL, IWY, VOO, DGRO, MSFT 13F-HR 7/7/2023, 11:39 AM
Q1 2023 967 $406M +$4.08M -$3.35M +$723K AAPL, IWY, DGRO, VOO, DVY 13F-HR 4/28/2023, 11:33 AM
Q4 2022 972 $372M +$30.9M -$11.8M +$19M AAPL, IWY, DGRO, VOO, DVY 13F-HR 1/10/2023, 09:35 AM
Q3 2022 727 $332M +$20.3M -$4.23M +$16.1M AAPL, IWY, VOO, DVY, MSFT 13F-HR 10/7/2022, 09:39 AM
Q2 2022 714 $339M +$36.4M -$21.2M +$15.2M AAPL, IWY, VOO, DVY, MSFT 13F-HR 7/13/2022, 09:12 AM
Q1 2022 803 $410M +$36.8M -$11.2M +$25.6M AAPL, IWY, VOO, MSFT, AMZN 13F-HR 4/7/2022, 11:58 AM
Q4 2021 788 $413M +$12.3M -$15.3M -$3.03M AAPL, VOO, IWY, AMZN, MSFT 13F-HR 1/13/2022, 11:32 AM
Q3 2021 849 $390M +$18.7M -$5.53M +$13.2M AAPL, VOO, ARKK, AMZN, IWY 13F-HR 10/12/2021, 09:43 AM
Q2 2021 819 $389M +$24.1M -$21.6M +$2.51M AAPL, ARKK, VOO, AMZN, IWY 13F-HR 7/14/2021, 12:41 PM
Q1 2021 758 $357M +$5.6M -$7.42M -$1.82M AAPL, ARKK, VOO, AMZN, IWY 13F-HR 4/26/2021, 09:41 AM
Q4 2020 649 $322M AAPL, VOO, AMZN, IWY, MSFT 13F-HR 3/10/2021, 07:15 AM