Soa Wealth Advisors Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$10.28M1.724,455-0.73%-$75,693.602.16
Ameriprise Financial, Inc.
AMP
$4.35M0.019,931+1.76%+$75,414.250.92
Consolidated Edison, Inc.
ED
$1.91M0.0120,996-2.4%-$46,859.050.4
W.W. Grainger, Inc.
GWW
$2.38M0.012,336+5.84%+$131,205.090.5
Lam Research Corporation
LRCX
$2.86M<0.012,940-3.35%-$99,110.940.6
Apple Inc.
AAPL
$43.6M<0.01254,250-0.87%-$384,287.379.16
The Walt Disney Company
DIS
$2.13M<0.0117,387-0.9%-$19,332.970.45
Cisco Systems, Inc.
CSCO
$1.97M<0.0139,508+1.04%+$20,313.350.41
Oracle Corporation
ORCL
$3.84M<0.0130,592+1.09%+$41,577.550.81
NIKE, Inc.
NKE
$1.95M<0.0120,763-2.41%-$48,212.810.41
Amazon.com, Inc.
AMZN
$11.95M<0.0166,251-0.5%-$60,427.302.51
Microsoft Corporation
MSFT
$17.7M<0.0142,064+0.65%+$113,593.673.72
JPMorgan Chase & Co.
JPM
$4.24M<0.0121,180-1.1%-$47,070.630.89
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.86M<0.01119,038-2.07%-$229,311.852.28
Vanguard Small Cap Growth Index Fund
VBK
$3.72M<0.0114,272+0.33%+$12,253.840.78
iShares Select Dividend ETF
DVY
$11.35M<0.0192,180-1.16%-$133,280.572.39
iShares U.S. Real Estate ETF
IYR
$2.94M<0.0132,735-3.7%-$113,003.210.62
iShares S&P Mid-Cap 400 Value ETF
IJJ
$1.9M<0.0116,055-3.01%-$59,027.990.4
Vanguard Small Cap Index Fund
VB
$3.09M<0.0113,529+0.86%+$26,516.400.65
iShares MSCI KLD 400 Social ETF
DSI
$6.03M<0.0159,845-2.2%-$135,892.951.27
iShares Russell Top 200 Growth ETF
IWY
$62.73M<0.01321,524+0.82%+$507,844.9713.19
iShares Core S&P Mid-Cap ETF
IJH
$4.68M<0.0177,029+384.55%+$3.71M0.98
iShares MSCI USA ESG Select ETF
SUSA
$8.05M<0.0173,767-2.65%-$218,885.491.69
iShares Russell Top 200 Value ETF
IWX
$4.29M<0.0156,202-0.93%-$40,296.750.9
iShares Core High Dividend ETF
HDV
$1.87M<0.0116,961-2.6%-$49,815.250.39
Vanguard Growth Index Fund
VUG
$3.85M<0.0111,186+1.32%+$50,252.400.81
SPDR S&P 500 ETF Trust
SPY
$2.58M<0.014,940+0.51%+$13,076.680.54
iShares Core Dividend Growth ETF
DGRO
$15.81M<0.01272,343-3.11%-$508,256.843.32
iShares Russell Mid-Cap ETF
IWR
$2.47M<0.0129,368+0.64%+$15,808.850.52
Vanguard Value Index Fund
VTV
$2.26M<0.0113,849+0.22%+$5,048.660.47
Invesco QQQ Trust
QQQ
$8.78M<0.0119,784-0.73%-$64,380.211.85
iShares Russell 1000 Growth ETF
IWF
$7.92M<0.0123,498-0.47%-$37,075.151.67
Alphabet Inc.
GOOGL
$5.59M<0.0137,035+0.08%+$4,226.041.18
Vanguard Mid-Cap Growth Index Fund
VOT
$7.83M<0.0133,217-1.19%-$94,552.501.65
iShares Russell 1000 Value ETF
IWD
$3.25M<0.0118,172-0.01%-$358.220.68
FT Cboe Vest U.S. Equity Buffer ETF - October
FOCT
$3.66M<0.0190,208-1.46%-$54,079.650.77
Vanguard 500 Index Fund
VOO
$25.08M<0.0152,173+1.01%+$250,447.085.27
NVIDIA Corporation
NVDA
$9.58M<0.0110,601+1.23%+$116,558.512.01
Berkshire Hathaway Inc
BRK.A
$4.44M<0.0170%+$00.93
iShares Core S&P 500 ETF
IVV
$2.43M<0.014,614+0.02%+$525.750.51
Schwab Fundamental International Large Company Index ETF
FNDF
$9.38M<0.01263,410+2.4%+$219,713.741.97
Vanguard Mid-Cap Value Index Fund
VOE
$6.73M<0.0143,182-1.55%-$105,707.161.42
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25M<0.0163,084-3.59%-$306,692.161.73
iShares ESG Aware MSCI EAFE ETF
ESGD
$6.11M<0.0176,421-1.18%-$72,957.461.28
Vanguard Mid Cap Index Fund
VO
$3.18M<0.0112,727+<0.01%+$249.850.67
iShares S&P Small-Cap 600 Value ETF
IJS
$3.68M<0.0135,789-1.25%-$46,549.680.77
Vanguard Information Technology Index Fund
VGT
$2.13M<0.014,059+4%+$81,793.890.45
iShares MSCI EAFE Growth ETF
EFG
$4.38M<0.0142,195+0.94%+$40,581.590.92
iShares Core S&P Small-Cap ETF
IJR
$4.01M<0.0136,268-2.41%-$98,804.400.84
Vanguard Small Cap Value Index Fund
VBR
$2.89M<0.0115,037+11.48%+$297,036.770.61