Long-term investor
Soa Wealth Advisors, Llc. @soawealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001849444).
Record
- Tracked since 2025-06-30 (446 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days +13.2% · 6 months n/a · 1 year +22.1% · all +22.1%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464289438 · 10.2% · long · since 2025-06-30
- AAPL · 10.1% · long · since 2025-06-30
- 922908363 · 5.8% · long · since 2025-06-30
- NVDA · 4.2% · long · since 2025-06-30
- 922908512 · 2.7% · long · since 2025-06-30
- 886364231 · 2.7% · long · since 2025-06-30
- 808524755 · 2.6% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- 78468R531 · 2.0% · long · since 2025-06-30
- 02079K305 · 1.9% · long · since 2025-06-30
- 464287614 · 1.7% · long · since 2025-06-30