SOA Wealth Advisors, LLC.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), SOA Wealth Advisors, LLC. reported 885 stock positions worth $595.1 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 10.2% of the portfolio, followed by Apple (AAPL, 10.1%) and Vanguard S&P 500 ETF (VOO, 5.8%). Compared with Q1 2026, it opened 85 new positions, sold out of 62, added to 241 and reduced 243. The biggest buy was Fundstr Gran SH US LRG Cap (GRNY, shares +46%) and the biggest sale SS SPDR P S&P 500 Value ETF (SPYV, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849444
- Portfolio Value
- $595.1M (Q2 2026)
- SEC Filing
- 0001376474-26-000503 ↗ filed Jul 21, 2026
Holdings Value
Holdings 885 stocks · $595.1M
| IWY iShares Russell Top 200 Grow | 10.20% | 208,928 | $60.7M | Add +1.0% |
| AAPL Apple Inc. | 10.11% | 232,277 | $60.1M | Reduce -6.2% |
| VOO Vanguard S&P 500 ETF | 5.76% | 49,891 | $34.3M | Reduce -0.2% |
| NVDA Nvidia Corp. | 4.24% | 153,231 | $25.2M | Reduce -4.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.75% | 82,725 | $16.3M | Add +2.9% |
| GRNY Fundstr Gran SH US LRG Cap | 2.72% | 585,575 | $16.2M | Add +45.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 2.57% | 289,623 | $15.3M | Add +3.6% |
| AMZN Amazon.com Inc. | 2.30% | 71,625 | $13.7M | Reduce -2.9% |
| MSFT Microsoft Corp. | 2.11% | 102,203 | $12.5M | Add +33.1% |
| EFIV SS SPDR S&P 500 ESG ETF | 2.03% | 165,919 | $12.1M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 1.93% | 56,427 | $11.5M | Add +3.7% |
| IWF iShares Russell 1000 Growth | 1.69% | 81,142 | $10.1M | Reduce -1.7% |
| DVY iShares Select Dividend ETF | 1.61% | 61,205 | $9.6M | Reduce -3.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.49% | 12,033 | $8.9M | Reduce -0.5% |
| DGRO iShares Core Dividend Growth | 1.41% | 110,648 | $8.4M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.35% | 16,051 | $8.0M | Reduce -3.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.26% | 63,642 | $7.5M | Reduce -19.3% |
| JPM JPMorgan Chase & Co. | 1.23% | 32,007 | $7.3M | Reduce -26.1% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 1.20% | 625,963 | $7.1M | Add +15.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.17% | 312,605 | $7.0M | Reduce -12.1% |
| IJT iShares S&P Small-Cap 600 GR | 1.06% | 35,464 | $6.3M | Reduce -15.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.90% | 17,419 | $5.3M | Reduce -13.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.88% | 7 | $5.2M | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.87% | 41,493 | $5.2M | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.87% | 59,924 | $5.2M | Reduce -1.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.81% | 79,103 | $4.8M | Reduce -47.0% |
| ICF iShares Select U.S. REIT ETF | 0.78% | 68,979 | $4.7M | Add +17.4% |
| AMP Ameriprise Financial Inc. | 0.75% | 9,686 | $4.4M | Reduce -0.9% |
| IWR iShares Russell Mid-Cap ETF | 0.68% | 36,764 | $4.1M | Add +22.6% |
| SPEM State Street SP PTF Em ETF | 0.66% | 75,326 | $3.9M | Reduce -7.3% |
| IEMG iShares Core MSCI Emerging | 0.61% | 214,017 | $3.6M | Add +46.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.60% | 4,766 | $3.6M | Reduce -4.8% |
| IJR iShares Core S&P Small-Cap E | 0.57% | 22,895 | $3.4M | Reduce -8.7% |
| IWD iShares Russell 1000 Value E | 0.57% | 13,925 | $3.4M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 0.56% | 43,413 | $3.3M | Reduce -8.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.54% | 23,620 | $3.2M | Reduce -8.1% |
| IWX iShares Russell Top 200 Valu | 0.53% | 30,132 | $3.2M | Reduce -6.2% |
| NYF iShares New York Muni Bond E | 0.53% | 58,709 | $3.2M | Reduce -0.7% |
| IWL iShares Russell Top 200 ETF | 0.51% | 16,511 | $3.1M | Reduce -12.1% |
| AXP American Express Co. | 0.48% | 8,468 | $2.9M | Add +0.5% |
| IWP iShares Russell Mid-Cap Grow | 0.47% | 19,296 | $2.8M | Reduce -48.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.47% | 34,838 | $2.8M | Reduce -16.0% |
| ESGD iShares Trust iShares ESG Aw | 0.46% | 26,667 | $2.7M | Reduce -4.5% |
| CSCO Cisco Systems Inc. | 0.46% | 23,307 | $2.7M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 12,505 | $2.7M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.45% | 3,609 | $2.7M | Add +1.6% |
| VGT Vanguard Info Tech ETF | 0.45% | 22,593 | $2.7M | Reduce -5.4% |
| EFA iShares MSCI Eafe ETF | 0.43% | 24,486 | $2.5M | Add +3.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.42% | 6,818 | $2.5M | Reduce -24.6% |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 0.41% | 89,438 | $2.5M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 7,918 | $2.4M | Reduce -17.0% |
| FOCT FT Vest U.S. Equity Buffer E | 0.39% | 44,068 | $2.3M | Reduce -0.2% |
| IWM iShares Russell 2000 ETF | 0.38% | 98,967 | $2.3M | Add +18.1% |
| AMD Advanced Micro Devices | 0.37% | 3,812 | $2.2M | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 0.37% | 12,073 | $2.2M | Add +203.6% |
| PANW Palo Alto Networks Inc. | 0.36% | 17,224 | $2.1M | Reduce -13.4% |
| JNJ Johnson & Johnson | 0.31% | 7,183 | $1.8M | Reduce -0.8% |
| IYR iShares US Real Estate ETF | 0.31% | 17,776 | $1.8M | Reduce -10.3% |
| NEE Nextera Energy Inc. | 0.30% | 20,663 | $1.8M | Reduce -3.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.29% | 12,062 | $1.7M | Add +0.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.29% | 11,586 | $1.7M | Reduce -2.4% |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 0.28% | 11,855 | $1.7M | Add +15.0% |
| GOOG Alphabet Inc. Class C | 0.28% | 4,782 | $1.7M | Add +8.8% |
| LRCX Lam Research Corp. | 0.28% | 3,860 | $1.7M | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 0.28% | 9,849 | $1.7M | Add +506.1% |
| ED Consolidated Edison Inc. | 0.26% | 13,956 | $1.5M | Reduce -0.6% |
| SUSA iShares ESG Optimized MSCI U | 0.26% | 9,939 | $1.5M | No change |
| PPA Invesco Aerospace & Defense | 0.26% | 8,614 | $1.5M | Add +1.4% |
| HDV iShares Core High Dividend E | 0.26% | 55,349 | $1.5M | Reduce -3.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.25% | 2,835 | $1.5M | Add +345.1% |
| GWW WW Grainger Inc. | 0.25% | 1,085 | $1.5M | Reduce -27.1% |
| NFLX Netflix Inc. | 0.23% | 19,416 | $1.4M | Reduce -47.3% |
| WMT Walmart Inc. | 0.22% | 17,285 | $1.3M | Reduce -46.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 4,652 | $1.3M | Add +28.1% |
| ORCL Oracle Corp. | 0.21% | 15,886 | $1.2M | Add +97.8% |
| IVE iShares S&P 500 Value ETF | 0.21% | 5,436 | $1.2M | No change |
| SOXX iShares Semiconductor ETF | 0.21% | 1,917 | $1.2M | Reduce -0.4% |
| MU Micron Technology Inc. | 0.20% | 1,028 | $1.2M | Add +32.5% |
| SMH Vaneck Semiconductor ETF | 0.20% | 1,781 | $1.2M | Reduce -8.0% |
| MDY State Street SPDR S&P Midcap | 0.19% | 1,624 | $1.1M | Reduce -14.7% |
| HD Home Depot Inc. | 0.19% | 16,880 | $1.1M | Reduce -29.8% |
| XSD SS SPDR S&P Semiconductor | 0.18% | 1,751 | $1.1M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 90,370 | $1.0M | Add +189.6% |
| AVGO Broadcom Inc. | 0.17% | 18,407 | $1.0M | Add +6.6% |
| IYH iShares U.S. Healthcare ETF | 0.17% | 14,870 | $996K | Reduce -3.1% |
| HIMU iShares High Yild Muni A ETF | 0.16% | 19,341 | $963K | Add +12.0% |
| XOM Exxonmobil Holdings Corp. | 0.16% | 15,175 | $951K | Reduce -38.7% |
| MRK Merck & Co. Inc. | 0.16% | 7,342 | $943K | Add +4.2% |
| SCHD Schwab US DVD Equity ETF | 0.16% | 29,449 | $934K | Reduce -9.8% |
| CAT Caterpillar Inc. | 0.15% | 848 | $903K | Reduce -7.1% |
| IGM iShares Expanded Tech Sector | 0.15% | 5,473 | $895K | Add +0.1% |
| SPCX Space Exploration Techn Class A | 0.15% | 5,229 | $893K | New |
| XLF SS Financial Select Sector | 0.15% | 16,397 | $879K | Reduce -1.6% |
| ZETA Zeta Global Holdings Corp. Class A | 0.14% | 42,500 | $836K | Reduce -19.1% |
| V Visa Inc. Class A | 0.14% | 9,287 | $826K | Reduce -62.2% |
| IWB iShares Russell 1000 ETF | 0.14% | 2,008 | $822K | Reduce -3.3% |
| XLK SS Technology Select Sector | 0.13% | 4,136 | $788K | Reduce -4.3% |
| TSLA Tesla Inc. | 0.13% | 7,479 | $769K | Reduce -6.6% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.13% | 26,670 | $764K | Add +3.9% |
| FJUN FT Vest US Equity Buff ETF-J | 0.13% | 12,660 | $759K | Reduce -2.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $53 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 2 | $53 | No change |
Lines left out (5) · $55 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| UNM Unum Group | COM | 0 | $24 |
| SW Smurfit Westrock PLC | SHS | 0 | $12 |
| EXPE Expedia Group Inc. | COM NEW | 0 | $8 |
| SLB SLB Ltd. | COM STK | 0 | $6 |
| VONG Vanguard Russell 1000 Growth | VNG RUS1000GRW | 0 | $5 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $595.1M.
Portfolio Sells Q1 2026 → Q2 2026
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -47.0% | 0.81% | −0.78 |
| IWP iShares Russell Mid-Cap Grow | Reduce -48.2% | 0.47% | −0.42 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -19.3% | 1.26% | −0.24 |
| NOW ServiceNow Inc. | Reduce -91.1% | 0.02% | −0.22 |
| DVY iShares Select Dividend ETF | Reduce -3.5% | 1.61% | −0.20 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -12.1% | 1.17% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.9% | 1.35% | −0.16 |
| NFLX Netflix Inc. | Reduce -47.3% | 0.23% | −0.13 |
| HONA Honeywell Aerospace Inc. | Reduce -90.1% | 0.01% | −0.12 |
| IBIT iShares Bitcoin Trust ETF | Reduce -90.2% | 0.01% | −0.12 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -24.6% | 0.42% | −0.10 |
| DGRO iShares Core Dividend Growth | Reduce -2.5% | 1.41% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -16.0% | 0.47% | −0.09 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -15.7% | 1.06% | −0.08 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -13.4% | 0.90% | −0.08 |
| AMP Ameriprise Financial Inc. | Reduce -0.9% | 0.75% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -3.3% | 0.30% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -17.0% | 0.40% | −0.07 |
| XOM Exxonmobil Holdings Corp. | Reduce -38.7% | 0.16% | −0.06 |
| SPEM State Street SP PTF Em ETF | Reduce -7.3% | 0.66% | −0.06 |
| NYF iShares New York Muni Bond E | Reduce -0.7% | 0.53% | −0.06 |
| GWW WW Grainger Inc. | Reduce -27.1% | 0.25% | −0.06 |
| IWL iShares Russell Top 200 ETF | Reduce -12.1% | 0.51% | −0.05 |
| WMT Walmart Inc. | Reduce -46.2% | 0.22% | −0.05 |
| IYR iShares US Real Estate ETF | Reduce -10.3% | 0.31% | −0.05 |
| V Visa Inc. Class A | Reduce -62.2% | 0.14% | −0.05 |
| MAR Marriott International Class A | Reduce -88.1% | 0.01% | −0.05 |
| CVX Chevron Corp. | Reduce -1.6% | 0.11% | −0.04 |
| MCD McDonald's Corp. | Reduce -82.4% | 0.07% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Reduce -4.5% | 0.46% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -8.7% | 0.56% | −0.04 |
| ED Consolidated Edison Inc. | Reduce -0.6% | 0.26% | −0.04 |
| HDV iShares Core High Dividend E | Reduce -3.8% | 0.26% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.5% | 0.07% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -9.8% | 0.16% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -8.1% | 0.54% | −0.03 |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | Reduce -0.9% | 0.41% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -30.6% | 0.05% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -14.7% | 0.19% | −0.03 |
| IWX iShares Russell Top 200 Valu | Reduce -6.2% | 0.53% | −0.03 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.31% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -47.9% | 0.06% | −0.02 |
| KXI iShares Global Consumer Stap | Reduce -14.7% | 0.07% | −0.02 |
| PEP Pepsico Inc. | Reduce -5.7% | 0.06% | −0.02 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -62.7% | 0.08% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -12.0% | 0.09% | −0.02 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -60.9% | 0.01% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -86.3% | 0.04% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| GRNY Fundstr Gran SH US LRG Cap | Add +45.8% | 2.72% | +0.92 |
| IWY iShares Russell Top 200 Grow | Add +1.0% | 10.20% | +0.51 |
| DIA SS SPDR Dow Jones Indus Avg | Add +345.1% | 0.25% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +3.7% | 1.93% | +0.18 |
| IEMG iShares Core MSCI Emerging | Add +46.8% | 0.61% | +0.18 |
| SPCX Space Exploration Techn Class A | New | 0.15% | +0.15 |
| MU Micron Technology Inc. | Add +32.5% | 0.20% | +0.15 |
| VGSR Vert GLB Sust Re ETF | Add +15.9% | 1.20% | +0.15 |
| IWR iShares Russell Mid-Cap ETF | Add +22.6% | 0.68% | +0.13 |
| IWM iShares Russell 2000 ETF | Add +18.1% | 0.38% | +0.12 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.46% | +0.12 |
| CFG Citizens Financial Group | Add +998700.0% | 0.12% | +0.12 |
| ICF iShares Select U.S. REIT ETF | Add +17.4% | 0.78% | +0.10 |
| MRVL Marvell Technology Inc. | Add +90.1% | 0.11% | +0.09 |
| INTC Intel Corp. | Add +1.6% | 0.12% | +0.08 |
| ARM Arm Holdings PLC-ADR | Add +155.6% | 0.08% | +0.06 |
| IBM Intl Business Machines Corp. | Add +28.1% | 0.22% | +0.05 |
| EGUS iShares ESG Aware MSCI US GR | New | 0.05% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +8.8% | 0.28% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +189.6% | 0.17% | +0.04 |
| GEV GE Vernova Inc. | Add +160.1% | 0.10% | +0.03 |
| TXN Texas Instruments Inc. | Add +0.5% | 0.11% | +0.03 |
| IGM iShares Expanded Tech Sector | Add +0.1% | 0.15% | +0.03 |
| AVGO Broadcom Inc. | Add +6.6% | 0.17% | +0.03 |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | Add +15.0% | 0.28% | +0.02 |
| URA Global X Uranium ETF | New | 0.02% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +24.5% | 0.06% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +506.1% | 0.28% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.6% | 0.45% | +0.02 |
| CRWV Coreweave Inc. Class A | Add +103.4% | 0.03% | +0.02 |
| CRDO Credo Technology Group Holdi | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | Add +2780.3% | 0.03% | +0.02 |
| IYW iShares Ustechnology ETF | Add +0.1% | 0.08% | +0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.5% | 0.29% | +0.01 |
| REMX Vaneck Rar Earth ND STG-Usdi | Add +163.5% | 0.03% | +0.01 |
| SMCI Super Micro Computer Inc. | Add +119.8% | 0.02% | +0.01 |
| OKE Oneok Inc. | Add +12126.2% | 0.02% | +0.01 |
| JKS Jinkosolar Holding Co.-ADR | New | 0.01% | +0.01 |
| RCL Royal Caribbean Cruises Ltd. | Add +50.0% | 0.03% | +0.01 |
| APP AppLovin Corp. Class A | Add +51.0% | 0.03% | +0.01 |
| SNOW Snowflake Inc. | Add +267.1% | 0.01% | +0.01 |
| QTUM Defiance Quantum ETF | Add +11.3% | 0.03% | +0.01 |
| FSLR First Solar Inc. | New | 0.01% | +0.01 |
| AM Antero Midstream Corp. | New | 0.01% | +0.01 |
| ANET Arista Networks Inc. | Add +1.3% | 0.05% | +0.01 |
| QNT Quantinuum Inc. Class A | New | 0.01% | +0.01 |
| RY Royal Bank of Canada | Add +925.8% | 0.05% | +0.01 |
| AAOI Applied Optoelectronics Inc. | New | 0.01% | +0.01 |
| TTAN Servicetitan Inc. Class A | New | 0.01% | +0.01 |
| BMEZ BlackRock HLTH Sci TRM TR II | New | 0.01% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| SW Smurfit Westrock PLC | SHS | Reduce -100.0% | 0 | $12 |
| EXPE Expedia Group Inc. | COM NEW | Reduce -100.0% | 0 | $8 |
| IR Ingersoll-Rand Inc. | COM | Reduce -100.0% | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 885 | $595.1M | IWY, AAPL, VOO, NVDA, VOE |
| Q1 2026 | 863 | $531.0M | AAPL, IWY, VOO, NVDA, VOE |
| Q4 2025 | 863 | $605.3M | IWY, AAPL, VOO, NVDA, MSFT |
| Q3 2025 | 890 | $613.8M | IWY, AAPL, VOO, NVDA, MSFT |
| Q2 2025 | 877 | $546.2M | IWY, AAPL, VOO, NVDA, MSFT |
| Q1 2025 | 880 | $479.0M | AAPL, IWY, VOO, SPYV, NVDA |
| Q4 2024Amended | 871 | $542.9M | IWY, AAPL, VOO, MSFT, NVDA |
| Q3 2024Amended | 837 | $524.4M | IWY, AAPL, VOO, MSFT, NVDA |
| Q2 2024 | 850 | $497.1M | IWY, AAPL, VOO, MSFT, NVDA |
| Q1 2024 | 907 | $482.9M | IWY, AAPL, VOO, MSFT, DGRO |