SOA Wealth Advisors, LLC.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 20, 2026), SOA Wealth Advisors, LLC. reported 863 stock positions worth $531.0 million. Its top holding was Apple (AAPL) at 10.0% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 9.7%) and Vanguard S&P 500 ETF (VOO, 5.6%). Compared with Q4 2025, it opened 31 new positions, sold out of 31, added to 225 and reduced 201. The biggest buy was Vngrd Mrngstr MD-Cap Val ETF (VOE, shares +0%) and the biggest sale iShares Russell Top 200 Grow (IWY, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001849444
- Portfolio Value
- $531.0M (Q1 2026)
- SEC Filing
- 0001376474-26-000388 ↗ filed May 20, 2026
Holdings Value
Holdings 863 stocks · $531.0M
| AAPL Apple Inc. | 9.99% | 247,542 | $53.1M | Reduce -6.4% |
| IWY iShares Russell Top 200 Grow | 9.70% | 206,948 | $51.5M | Reduce -17.3% |
| VOO Vanguard S&P 500 ETF | 5.63% | 50,012 | $29.9M | Reduce -5.7% |
| NVDA Nvidia Corp. | 4.18% | 160,470 | $22.2M | Add +0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.79% | 80,372 | $14.8M | Add +0.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 2.58% | 279,631 | $13.7M | Reduce -0.2% |
| MSFT Microsoft Corp. | 2.38% | 76,777 | $12.6M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 2.22% | 73,755 | $11.8M | Reduce -0.6% |
| EFIV SS SPDR S&P 500 ESG ETF | 2.01% | 168,952 | $10.7M | Reduce -16.0% |
| DVY iShares Select Dividend ETF | 1.81% | 63,420 | $9.6M | Reduce -2.7% |
| GRNY Fundstr Gran SH US LRG Cap | 1.81% | 401,735 | $9.6M | Add +8.4% |
| GOOGL Alphabet Inc. Class A | 1.75% | 54,424 | $9.3M | Reduce -1.5% |
| IWF iShares Russell 1000 Growth | 1.66% | 20,643 | $8.8M | Reduce -2.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.59% | 149,401 | $8.5M | Reduce -4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.51% | 16,705 | $8.0M | Reduce -4.9% |
| DGRO iShares Core Dividend Growth | 1.50% | 113,453 | $8.0M | Reduce -21.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.49% | 78,860 | $7.9M | Reduce -1.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.36% | 355,538 | $7.2M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.31% | 12,087 | $7.0M | Reduce -11.2% |
| JPM JPMorgan Chase & Co. | 1.23% | 43,306 | $6.5M | Reduce -0.4% |
| IJT iShares S&P Small-Cap 600 GR | 1.15% | 42,076 | $6.1M | Reduce -4.2% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 1.05% | 540,065 | $5.6M | Add +3.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.97% | 20,113 | $5.2M | Reduce -4.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.95% | 7 | $5.0M | No change |
| IWP iShares Russell Mid-Cap Grow | 0.90% | 37,244 | $4.8M | Reduce -1.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.88% | 42,166 | $4.7M | Reduce -4.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.83% | 10,108 | $4.4M | Reduce -0.1% |
| AMP Ameriprise Financial Inc. | 0.82% | 9,772 | $4.3M | Add +0.1% |
| SPEM State Street SP PTF Em ETF | 0.72% | 81,304 | $3.8M | Add +1.1% |
| ICF iShares Select U.S. REIT ETF | 0.68% | 58,738 | $3.6M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 5,005 | $3.3M | Add +6.7% |
| IJH iShares Core S&P Midcap ETF | 0.60% | 47,528 | $3.2M | Reduce -1.5% |
| NYF iShares New York Muni Bond E | 0.59% | 59,144 | $3.1M | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.59% | 25,079 | $3.1M | Reduce -4.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.57% | 25,708 | $3.0M | Reduce -3.8% |
| IWD iShares Russell 1000 Value E | 0.57% | 14,150 | $3.0M | Reduce -1.1% |
| IWL iShares Russell Top 200 ETF | 0.57% | 18,789 | $3.0M | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.56% | 10,364 | $3.0M | Reduce -0.8% |
| IWX iShares Russell Top 200 Valu | 0.56% | 32,109 | $3.0M | Reduce -1.8% |
| IWR iShares Russell Mid-Cap ETF | 0.55% | 30,000 | $2.9M | Add +2.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.51% | 9,041 | $2.7M | Reduce -4.3% |
| ESGD iShares Trust iShares ESG Aw | 0.50% | 27,923 | $2.7M | Reduce -4.1% |
| AXP American Express Co. | 0.48% | 8,426 | $2.5M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.47% | 9,539 | $2.5M | Reduce -5.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.47% | 12,645 | $2.5M | Add +2.6% |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 0.44% | 90,227 | $2.4M | Reduce -48.9% |
| IVV iShares Core S&P 500 ETF | 0.44% | 3,551 | $2.3M | Reduce -2.3% |
| EFA iShares MSCI Eafe ETF | 0.43% | 23,704 | $2.3M | Add +48.7% |
| META Meta Platforms Inc. Class A | 0.43% | 3,977 | $2.3M | Reduce -1.5% |
| IEMG iShares Core MSCI Emerging | 0.43% | 145,835 | $2.3M | Reduce -0.2% |
| FOCT FT Vest U.S. Equity Buffer E | 0.40% | 44,143 | $2.1M | Reduce -48.3% |
| VGT Vanguard Info Tech ETF | 0.39% | 2,985 | $2.1M | Reduce -3.8% |
| NEE Nextera Energy Inc. | 0.37% | 21,364 | $2.0M | Reduce -3.9% |
| NFLX Netflix Inc. | 0.36% | 36,816 | $1.9M | Reduce -2.1% |
| IYR iShares US Real Estate ETF | 0.35% | 19,819 | $1.9M | Reduce -4.6% |
| CSCO Cisco Systems Inc. | 0.34% | 23,291 | $1.8M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.33% | 7,238 | $1.8M | Add +0.7% |
| GWW WW Grainger Inc. | 0.31% | 1,489 | $1.6M | Reduce -1.8% |
| ED Consolidated Edison Inc. | 0.30% | 14,041 | $1.6M | Add +0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.30% | 11,865 | $1.6M | Reduce -0.2% |
| HDV iShares Core High Dividend E | 0.29% | 11,503 | $1.6M | Reduce -10.4% |
| WMT Walmart Inc. | 0.28% | 32,132 | $1.5M | Add +6.3% |
| PANW Palo Alto Networks Inc. | 0.28% | 19,899 | $1.5M | Add +12.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.27% | 12,000 | $1.5M | Reduce -4.6% |
| PPA Invesco Aerospace & Defense | 0.27% | 8,495 | $1.4M | Add +0.6% |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 0.26% | 10,305 | $1.4M | Add +4.3% |
| GS Goldman Sachs Group Inc. | 0.26% | 1,625 | $1.4M | Reduce -1.3% |
| IWM iShares Russell 2000 ETF | 0.26% | 83,820 | $1.4M | Add +0.1% |
| SUSA iShares ESG Optimized MSCI U | 0.25% | 9,939 | $1.3M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.24% | 4,394 | $1.3M | Reduce -2.3% |
| NOW ServiceNow Inc. | 0.23% | 12,415 | $1.2M | No change |
| XOM Exxon Mobil Corp. | 0.22% | 24,741 | $1.2M | Reduce -0.8% |
| ORCL Oracle Corp. | 0.22% | 8,032 | $1.2M | Reduce -6.5% |
| MDY State Street SPDR S&P Midcap | 0.22% | 1,903 | $1.2M | Reduce -2.2% |
| IVE iShares S&P 500 Value ETF | 0.22% | 5,436 | $1.1M | Reduce -4.9% |
| HD Home Depot Inc. | 0.20% | 24,027 | $1.1M | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 0.19% | 32,630 | $1.0M | Add +48.0% |
| V Visa Inc. Class A | 0.19% | 24,592 | $989K | Add +1.6% |
| IYH iShares U.S. Healthcare ETF | 0.18% | 15,340 | $946K | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 3,632 | $880K | Add +0.4% |
| MRK Merck & Co. Inc. | 0.16% | 7,046 | $848K | Add +8.0% |
| LRCX Lam Research Corp. | 0.16% | 3,932 | $840K | Reduce -10.0% |
| ZETA Zeta Global Holdings Corp. Class A | 0.16% | 52,500 | $836K | Reduce -30.0% |
| HIMU iShares High Yild Muni A ETF | 0.16% | 17,275 | $829K | Add +0.2% |
| XLF SS Financial Select Sector | 0.15% | 16,661 | $823K | Reduce -6.0% |
| AMD Advanced Micro Devices | 0.15% | 3,974 | $808K | Reduce -2.2% |
| CVX Chevron Corp. | 0.15% | 3,858 | $798K | Add +7.2% |
| AVGO Broadcom Inc. | 0.15% | 17,267 | $772K | Reduce -2.1% |
| SMH Vaneck Semiconductor ETF | 0.14% | 1,936 | $742K | Add +4.0% |
| IWB iShares Russell 1000 ETF | 0.14% | 2,076 | $740K | Reduce -1.7% |
| FJUN FT Vest US Equity Buff ETF-J | 0.14% | 12,996 | $734K | Reduce -40.5% |
| LMT Lockheed Martin Corp. | 0.14% | 1,199 | $724K | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 31,207 | $724K | Add +0.8% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.13% | 25,662 | $702K | Reduce -49.9% |
| FMAY FT Vest US Equity Buffer ETF | 0.13% | 12,981 | $685K | Reduce -66.7% |
| IBIT iShares Bitcoin Trust ETF | 0.13% | 17,771 | $683K | Add +0.1% |
| TSLA Tesla Inc. | 0.13% | 8,008 | $675K | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 2,094 | $672K | Add +5.7% |
| IGM iShares Expanded Tech Sector | 0.12% | 5,470 | $648K | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.12% | 913 | $647K | Add +11.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $86 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 2 | $86 | No change |
Lines left out (3) · $31 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| UNM Unum Group | COM | 0 | $20 |
| SLB SLB Ltd. | COM STK | 0 | $7 |
| VONG Vanguard Russell 1000 Growth | VNG RUS1000GRW | 0 | $4 |
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: $531.0M.
Portfolio Sells Q4 2025 → Q1 2026
| IWY iShares Russell Top 200 Grow | Reduce -17.3% | 9.70% | −1.75 |
| MSFT Microsoft Corp. | Reduce -1.9% | 2.38% | −0.46 |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | Reduce -48.9% | 0.44% | −0.31 |
| FOCT FT Vest U.S. Equity Buffer E | Reduce -48.3% | 0.40% | −0.29 |
| FMAY FT Vest US Equity Buffer ETF | Reduce -66.7% | 0.13% | −0.21 |
| EFIV SS SPDR S&P 500 ESG ETF | Reduce -16.0% | 2.01% | −0.19 |
| DGRO iShares Core Dividend Growth | Reduce -21.6% | 1.50% | −0.16 |
| AAPL Apple Inc. | Reduce -6.4% | 9.99% | −0.16 |
| FAPR FT Vest U.S. Equity Buffer E | Reduce -63.0% | 0.11% | −0.15 |
| YJUN FT Vest Int Eq Modt ETF-June | Reduce -60.2% | 0.11% | −0.13 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.11 |
| YMAR FT VT Int Equ M B- Mar-US I | Reduce -49.9% | 0.13% | −0.10 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -30.0% | 0.16% | −0.09 |
| SMAY FT Vest U.S. Small Cap Moder | Reduce -53.9% | 0.09% | −0.08 |
| DDEC FT Vest U.S. Equity Deep Buf | Reduce -58.8% | 0.06% | −0.07 |
| SFEB FT Vest US SC MB ETF-Usd Inc. | Reduce -53.0% | 0.09% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.2% | 1.31% | −0.07 |
| FJUN FT Vest US Equity Buff ETF-J | Reduce -40.5% | 0.14% | −0.07 |
| FJUL FT Vest US Equity Buffer ETF | Reduce -43.9% | 0.11% | −0.07 |
| ORCL Oracle Corp. | Reduce -6.5% | 0.22% | −0.05 |
| FSEP FT Vest U.S. Equity Buffer E | Reduce -47.2% | 0.06% | −0.04 |
| AXP American Express Co. | Reduce -0.4% | 0.48% | −0.04 |
| DIS The Walt Disney Co. | Reduce -20.3% | 0.12% | −0.04 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -48.9% | 0.03% | −0.03 |
| APP AppLovin Corp. Class A | Reduce -48.7% | 0.01% | −0.03 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -51.1% | 0.03% | −0.03 |
| INTC Intel Corp. | Reduce -53.6% | 0.04% | −0.02 |
| SPGI S&P Global Inc. | Reduce -1.8% | 0.00% | −0.02 |
| SOCL Global X Social Media ETF | Reduce -10.1% | 0.09% | −0.02 |
| SE Sea Ltd.-ADR | Reduce -50.9% | 0.01% | −0.02 |
| SNOV FT Vest US Small Cap Moderat | Reduce -42.5% | 0.04% | −0.02 |
| AVGO Broadcom Inc. | Reduce -2.1% | 0.15% | −0.02 |
| DOCT FT Vest U.S. Equity Deep Buf | Reduce -50.8% | 0.02% | −0.02 |
| IAT iShares US Regional Banks Et | Reduce -92.2% | 0.00% | −0.02 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.02 |
| DJAN FT Vest U.S. Equity Deep Buf | Reduce -64.0% | 0.01% | −0.02 |
| KRE SS SPDR S&P Regional Bank | Reduce -89.9% | 0.00% | −0.02 |
| SAUG FT Vest US Small Cap Moderat | Reduce -51.6% | 0.02% | −0.01 |
| DMAY FT Vest US Equity Deep Buffe | Reduce -44.0% | 0.03% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -49.5% | 0.01% | −0.01 |
| DJUN FT Vest US Equity Deep Buffe | Reduce -23.9% | 0.08% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.5% | 0.43% | −0.01 |
| FJAN FT Vest U.S. Equity Buffer E | Reduce -29.3% | 0.04% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.7% | 0.13% | −0.01 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Sold out | 0.00% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -5.2% | 0.05% | −0.01 |
| HOOD Robinhood Markets Inc. Class A | Reduce -36.2% | 0.01% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -8.2% | 0.04% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -62.0% | 0.01% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.3% | 2.79% | +0.44 |
| GRNY Fundstr Gran SH US LRG Cap | Add +8.4% | 1.81% | +0.29 |
| NVDA Nvidia Corp. | Add +0.5% | 4.18% | +0.28 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.0% | 1.36% | +0.20 |
| EFA iShares MSCI Eafe ETF | Add +48.7% | 0.43% | +0.18 |
| VGSR Vert GLB Sust Re ETF | Add +3.2% | 1.05% | +0.15 |
| ICF iShares Select U.S. REIT ETF | Add +2.4% | 0.68% | +0.12 |
| AOR iShares Core 60/40 Balanced | Add +1205.7% | 0.11% | +0.10 |
| SPEM State Street SP PTF Em ETF | Add +1.1% | 0.72% | +0.10 |
| WMT Walmart Inc. | Add +6.3% | 0.28% | +0.09 |
| SCHD Schwab US DVD Equity ETF | Add +48.0% | 0.19% | +0.09 |
| JNJ Johnson & Johnson | Add +0.7% | 0.33% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.7% | 0.61% | +0.08 |
| IWR iShares Russell Mid-Cap ETF | Add +2.0% | 0.55% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.6% | 0.47% | +0.08 |
| NYF iShares New York Muni Bond E | Add +0.2% | 0.59% | +0.07 |
| ED Consolidated Edison Inc. | Add +0.1% | 0.30% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +12.9% | 0.28% | +0.07 |
| CVX Chevron Corp. | Add +7.2% | 0.15% | +0.06 |
| PPA Invesco Aerospace & Defense | Add +0.6% | 0.27% | +0.05 |
| MRK Merck & Co. Inc. | Add +8.0% | 0.16% | +0.05 |
| CAT Caterpillar Inc. | Add +11.6% | 0.12% | +0.04 |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | Add +4.3% | 0.26% | +0.04 |
| LMT Lockheed Martin Corp. | Add +0.5% | 0.14% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.8% | 0.14% | +0.04 |
| GEV GE Vernova Inc. | Add +0.2% | 0.07% | +0.04 |
| VZ Verizon Communications Inc. | Add +12.1% | 0.08% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.26% | +0.03 |
| DE Deere & Co. | Add +9.8% | 0.09% | +0.03 |
| SMH Vaneck Semiconductor ETF | Add +4.0% | 0.14% | +0.03 |
| AMP Ameriprise Financial Inc. | Add +0.1% | 0.82% | +0.03 |
| T AT&T Inc. | Add +0.4% | 0.10% | +0.03 |
| MSTR Strategy Inc. | Add +934.6% | 0.03% | +0.02 |
| TJX TJX Companies Inc. | Add +4172.2% | 0.02% | +0.02 |
| ARES Ares Management Corp. Class A | New | 0.02% | +0.02 |
| MRVL Marvell Technology Inc. | Add +1067.0% | 0.02% | +0.02 |
| V Visa Inc. Class A | Add +1.6% | 0.19% | +0.02 |
| TXN Texas Instruments Inc. | Add +0.6% | 0.08% | +0.02 |
| HIMU iShares High Yild Muni A ETF | Add +0.2% | 0.16% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.02% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +89.4% | 0.03% | +0.02 |
| MCD McDonald's Corp. | Add +0.3% | 0.12% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.7% | 0.13% | +0.02 |
| TT Trane Technologies PLC | Add +3042.9% | 0.02% | +0.02 |
| TPL Texas Pacific Land Corp. | New | 0.02% | +0.02 |
| PKG Packaging Corp. of America | New | 0.02% | +0.02 |
| PKB Invesco Building & Construct | Add +0.0% | 0.09% | +0.01 |
| XSD SS SPDR S&P Semiconductor | Add +0.1% | 0.11% | +0.01 |
| PFE Pfizer Inc. | Add +16.8% | 0.04% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +8.4% | 0.07% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | Sold out | 33 | $30before exit |
| UNM Unum Group | COM | Reduce -100.0% | 0 | $20 |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | Sold out | 33 | $17before exit |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | Sold out | 33 | $13before exit |
| VONG Vanguard Russell 1000 Growth | VNG RUS1000GRW | Reduce -100.0% | 0 | $4 |
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 |