Chief Executive Officer

0001376474-24-000321.txt : 20240717 0001376474-24-000321.hdr.sgml : 20240717 20240717152112 ACCESSION NUMBER: 0001376474-24-000321 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240717 DATE AS OF CHANGE: 20240717 EFFECTIVENESS DATE: 20240717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SOA Wealth Advisors, LLC. CENTRAL INDEX KEY: 0001849444 ORGANIZATION NAME: IRS NUMBER: 852225234 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21109 FILM NUMBER: 241122008 BUSINESS ADDRESS: STREET 1: 120 WEST 45 STREET SUITE 1400 CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-977-3111 MAIL ADDRESS: STREET 1: 120 WEST 45 STREET SUITE 1400 CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001849444 XXXXXXXX 06-30-2024 06-30-2024 SOA Wealth Advisors, LLC.

120 WEST 45 STREET SUITE 1400 NEW YORK NY 10036

13F HOLDINGS REPORT 028-21109 N Charles Hamowy Chief Executive Officer 212-977-3111 /s/ Charles Hamowy New York NY 07-11-2024 0 855 497125080 false INFORMATION TABLE 2 informationtable.xml INFORMATION TABLE AMAZON COM INC COM Stock 023135106 12928425 66900 SH SOLE 66900 0 0 ISHARES MORNINGSTAR GROWTH ETF ETF 464287119 220484 2708 SH SOLE 2708 0 0 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF ETF 464287374 2783 63 SH SOLE 63 0 0 PARAMOUNT GLOBAL CLASS B COM Stock 92556H206 863 83 SH SOLE 83 0 0 RANGE CANCER THERAPEUTICS ETF ETF 26922A826 2027 150 SH SOLE 150 0 0 ROLLINS INC COM Stock 775711104 303 6 SH SOLE 6 0 0 PRUDENTIAL FINL INC COM Stock 744320102 56885 485 SH SOLE 485 0 0 UNDER ARMOUR INC CL A Stock 904311107 20 3 SH SOLE 3 0 0 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 37345 1764 SH SOLE 1764 0 0 ULTA BEAUTY INC COM Stock 90384S303 5016 13 SH SOLE 13 0 0 SIRIUS XM HOLDINGS INC COM Stock 82968B103 5949 2102 SH SOLE 2102 0 0 INVESCO QQQ TRUST SERIES I ETF 46090E103 8299814 17323 SH SOLE 17323 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 537562 2376 SH SOLE 2376 0 0 STARBUCKS CORP COM Stock 855244109 265959 3416 SH SOLE 3416 0 0 SEMPRA COM Stock 816851109 37896 498 SH SOLE 498 0 0 NAVIOS MARITIME PARTNERS L P COM UNIT LPI Stock Y62267409 359251 7040 SH SOLE 7040 0 0 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 31691 430 SH SOLE 430 0 0 EGAIN CORP COM NEW Stock 28225C806 3155 500 SH SOLE 500 0 0 BLOCK INC CL A Stock 852234103 322 5 SH SOLE 5 0 0 HECLA MNG CO COM Stock 422704106 502 103 SH SOLE 103 0 0 ISHARES MSCI CANADA ETF ETF 464286509 14836 400 SH SOLE 400 0 0 ELEVANCE HEALTH INC COM Stock 036752103 4957 9 SH SOLE 9 0 0 ISHARES GOLD TRUST ETF 464285204 6150 140 SH SOLE 140 0 0 EBAY INC. COM Stock 278642103 79987 1489 SH SOLE 1488 0 0 SIFY TECHNOLOGIES LTD SPONSORED ADS ADR 82655M107 607 1380 SH SOLE 1380 0 0 ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF ETF 46435G672 57049 1143 SH SOLE 1142 0 0 DOLLAR GEN CORP NEW COM Stock 256677105 930 7 SH SOLE 7 0 0 RMR GROUP INC CL A Stock 74967R106 90 4 SH SOLE 4 0 0 SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF ETF 78468R788 10058 250 SH SOLE 250 0 0 WILLIS TOWERS WATSON PLC LTD SHS Stock G96629103 2097 8 SH SOLE 8 0 0 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 100 2 SH SOLE 2 0 0 VULCAN MATLS CO COM Stock 929160109 6100 25 SH SOLE 24 0 0 JOHNSON & JOHNSON COM Stock 478160104 1227661 8399 SH SOLE 8399 0 0 WASTE MGMT INC DEL COM Stock 94106L109 43667 205 SH SOLE 204 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 527092 1970 SH SOLE 1970 0 0 INVESCO WATER RESOURCES ETF ETF 46137V142 66034 1017 SH SOLE 1017 0 0 INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF ETF 46137V563 26866 1368 SH SOLE 1367 0 0 VANGUARD EXTENDED MARKET ETF 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XTRACKERS INTERNATIONAL REAL ESTATE ETF ETF 233051846 0 0 SH SOLE 0 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 625785 1229 SH SOLE 1228 0 0 VANGUARD MEGA CAP VALUE ETF ETF 921910840 16709 141 SH SOLE 141 0 0 TRAVELERS COMPANIES INC COM Stock 89417E109 14708 72 SH SOLE 72 0 0 LOWES COS INC COM Stock 548661107 175435 796 SH SOLE 795 0 0 LINCOLN NATL CORP IND COM Stock 534187109 631 20 SH SOLE 20 0 0 SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104 632 25 SH SOLE 25 0 0 ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF ETF 00214Q203 11073 201 SH SOLE 201 0 0 ARK INNOVATION ETF ETF 00214Q104 198493 4516 SH SOLE 4516 0 0 NEXPOINT RESIDENTIAL TR INC COM REIT 65341D102 1607 41 SH SOLE 40 0 0 ON SEMICONDUCTOR CORP COM Stock 682189105 13710 200 SH SOLE 200 0 0 DEERE & CO COM Stock 244199105 545871 1461 SH SOLE 1460 0 0 UNITY SOFTWARE INC COM Stock 91332U101 1073 66 SH SOLE 66 0 0 ETSY INC COM Stock 29786A106 59 1 SH SOLE 1 0 0 BLACKBERRY LTD COM Stock 09228F103 436 176 SH SOLE 176 0 0 COLGATE PALMOLIVE CO COM Stock 194162103 203469 2097 SH SOLE 2096 0 0 ISHARES U.S. PHARMACEUTICALS ETF ETF 464288836 5571 84 SH SOLE 84 0 0 AMERICAN INTL GROUP INC COM NEW Stock 026874784 42740 576 SH SOLE 575 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR ADR 92857W308 19656 2216 SH SOLE 2216 0 0 ISHARES U.S. UTILITIES ETF ETF 464287697 47807 544 SH SOLE 544 0 0 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 16369 240 SH SOLE 240 0 0 GRAYSCALE BITCOIN TRUST ETF 389637109 158549 2978 SH SOLE 2978 0 0 CHEMOURS CO COM Stock 163851108 253 11 SH SOLE 11 0 0 NOVO-NORDISK A S ADR ADR 670100205 14274 100 SH SOLE 100 0 0 WESTROCK CO COM Stock 96145D105 1650 33 SH SOLE 32 0 0 KRAFT HEINZ CO COM Stock 500754106 1844 57 SH SOLE 57 0 0 PAYPAL HLDGS INC COM Stock 70450Y103 41956 723 SH SOLE 723 0 0 FIRST TRUST GLOBAL WIND ENERGY ETF ETF 33736G106 19629 1211 SH SOLE 1210 0 0 SCHWAB CHARLES CORP COM Stock 808513105 241134 3272 SH SOLE 3272 0 0 DENTSPLY SIRONA INC COM Stock 24906P109 13277 533 SH SOLE 533 0 0 CROWN CASTLE INC COM REIT 22822V101 12799 131 SH SOLE 131 0 0 CARDINAL HEALTH INC COM Stock 14149Y108 34669 353 SH SOLE 352 0 0 ISHARES CHINA LARGE-CAP ETF ETF 464287184 14077 542 SH SOLE 541 0 0 GOLDEN ENTMT INC COM Stock 381013101 1973 63 SH SOLE 63 0 0 BLACKROCK INC COM Stock 09247X101 121378 154 SH SOLE 154 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 3883828 66368 SH SOLE 66367 0 0 BIO-TECHNE CORP COM Stock 09073M104 105182 1468 SH SOLE 1468 0 0 ISHARES GLOBAL CLEAN ENERGY ETF ETF 464288224 19207 1442 SH SOLE 1441 0 0 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 114926 2293 SH SOLE 2293 0 0 INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF ETF 46137V332 135784 4522 SH SOLE 4521 0 0 ISHARES MSCI EAFE ETF ETF 464287465 1808265 23085 SH SOLE 23085 0 0 APPLE INC COM Stock 037833100 51882859 246334 SH SOLE 246333 0 0 GSK PLC SPONSORED ADR ADR 37733W204 28413 738 SH SOLE 738 0 0 WESTERN ASSET MANAGED MUNS FD COM CEF 95766M105 3115 301 SH SOLE 301 0 0 WEC ENERGY GROUP INC COM Stock 92939U106 37661 480 SH SOLE 480 0 0 ABBOTT LABS COM Stock 002824100 98457 948 SH SOLE 947 0 0 DISNEY WALT CO COM Stock 254687106 1283566 12927 SH SOLE 12927 0 0 INVESCO PREFERRED ETF ETF 46138E511 25532 2211 SH SOLE 2210 0 0 INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF ETF 46137V845 5565 42 SH SOLE 41 0 0 MADISON SQUARE GRDN SPRT CORP CL A Stock 55825T103 13169 70 SH SOLE 70 0 0 RAYMOND JAMES FINL INC COM Stock 754730109 4219 34 SH SOLE 34 0 0 BOOKING HOLDINGS INC COM Stock 09857L108 273398 69 SH SOLE 69 0 0 FIDELITY NASDAQ COMPOSITE INDEX ETF ETF 315912808 346256 4951 SH SOLE 4951 0 0 ISHARES RUSSELL 1000 ETF ETF 464287622 628275 2112 SH SOLE 2111 0 0 BLACKROCK HEALTH SCIENCES TR COM CEF 09250W107 124674 3052 SH SOLE 3052 0 0 MARSH & MCLENNAN COS INC COM Stock 571748102 365388 1734 SH SOLE 1733 0 0 MFS INTER INCOME TR SH BEN INT CEF 55273C107 1330 500 SH SOLE 500 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 3057870 17527 SH SOLE 17526 0 0