SOA Wealth Advisors, LLC.
- SEC CIK
- 0001849444
- 最新申報
- 2026/7/21
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/26 申報。只含多頭部位。
- 持股檔數
- 934
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.57 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 269,380 | $3,290 萬 | 9.2% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 170,114 | $2,041 萬 | 5.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 53,188 | $1,938 萬 | 5.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,184 | $1,295 萬 | 3.6% | – | – | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 92,949 | $1,251 萬 | 3.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 38,446 | $906.4 萬 | 2.5% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 116,091 | $881.1 萬 | 2.5% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 29,273 | $711.4 萬 | 2.0% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 63,038 | $684.1 萬 | 1.9% | – | – | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 44,956 | $662.8 萬 | 1.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 25,636 | $654.9 萬 | 1.8% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 57,160 | $652.2 萬 | 1.8% | – | – | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 72,242 | $641.0 萬 | 1.8% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 83,062 | $634.2 萬 | 1.8% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 47,671 | $611.2 萬 | 1.7% | – | – | – |
| DISWalt Disney Co | Stock | 30,171 | $556.7 萬 | 1.6% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,239 | $552.8 萬 | 1.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,341 | $482.8 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 52,515 | $482.8 萬 | 1.4% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 47,152 | $475.0 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 28,173 | $466.5 萬 | 1.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 69,818 | $449.3 萬 | 1.3% | – | – | – |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 48,645 | $408.3 萬 | 1.1% | – | – | – |
| WPCW. P. Carey Inc. | COM | 57,385 | $406.0 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 38,077 | $382.5 萬 | 1.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 78,079 | $376.8 萬 | 1.1% | – | – | – |
| NKENIKE, Inc. | Stock | 27,833 | $369.8 萬 | 1.0% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,019 | $364.3 萬 | 1.0% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 46,117 | $361.4 萬 | 1.0% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 23,541 | $358.3 萬 | 1.0% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,503 | $335.2 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,104 | $334.3 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,442 | $319.8 萬 | 0.9% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 20,562 | $311.6 萬 | 0.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,660 | $302.2 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,587 | $270.6 萬 | 0.8% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 10,865 | $263.8 萬 | 0.7% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 11,435 | $256.3 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,221 | $247.5 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 11,528 | $247.3 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 17,988 | $242.6 萬 | 0.7% | – | – | – |
| Cyberark Software LtdM2682V108 | SHS | 18,001 | $232.8 萬 | 0.7% | – | – | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 114,030 | $220.6 萬 | 0.6% | – | – | – |
| NEENextera Energy Inc | Stock | 29,044 | $219.6 萬 | 0.6% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,903 | $194.3 萬 | 0.5% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,009 | $190.8 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 34,234 | $177.0 萬 | 0.5% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 12,756 | $167.0 萬 | 0.5% | – | – | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 34,859 | $164.9 萬 | 0.5% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 30,254 | $161.3 萬 | 0.5% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 50,113 | $160.8 萬 | 0.4% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 15,671 | $159.7 萬 | 0.4% | – | – | – |
| ZMZoom Communications, Inc. | Stock | 4,924 | $158.2 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 22,517 | $158.0 萬 | 0.4% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 20,675 | $154.6 萬 | 0.4% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 6,501 | $151.1 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 8,926 | $146.7 萬 | 0.4% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 8,635 | $146.7 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,113 | $141.1 萬 | 0.4% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 13,073 | $124.0 萬 | 0.3% | – | – | – |
| NFLXNetflix Inc | Stock | 2,205 | $115.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 22,096 | $112.6 萬 | 0.3% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 4,090 | $103.2 萬 | 0.3% | – | – | – |
| BABoeing Co | Stock | 3,996 | $101.8 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 7,172 | $101.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,722 | $97.6 萬 | 0.3% | – | – | – |
| Global X FDS37950E416 | SOCIAL MED ETF | 14,244 | $95.0 萬 | 0.3% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 4,052 | $91.8 萬 | 0.3% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 12,225 | $91.1 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,048 | $85.4 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,839 | $83.6 萬 | 0.2% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 2,767 | $80.4 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,445 | $72.9 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,341 | $71.4 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 18,312 | $70.8 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 6,731 | $70.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288422 | INTL DEVPPTY ETF | 19,427 | $70.3 萬 | 0.2% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 12,328 | $67.3 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 8,722 | $67.2 萬 | 0.2% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 19,432 | $66.1 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 11,212 | $65.1 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,723 | $63.9 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,172 | $62.0 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 4,294 | $60.7 萬 | 0.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,287 | $57.2 萬 | 0.2% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 3,091 | $56.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,401 | $54.6 萬 | 0.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,424 | $54.2 萬 | 0.2% | – | – | – |
| TXNTexas Instruments Inc | Stock | 2,855 | $53.9 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 17,726 | $53.6 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,393 | $52.8 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 14,309 | $51.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 5,837 | $51.2 萬 | 0.1% | – | – | – |
| iShares Tr464288737 | GLB CNSM STP ETF | 8,643 | $50.2 萬 | 0.1% | – | – | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 9,171 | $46.8 萬 | 0.1% | – | – | – |
| INTCIntel Corp | Stock | 7,256 | $46.4 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,251 | $46.2 萬 | 0.1% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 767 | $45.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,654 | $45.4 萬 | 0.1% | – | – | – |
| GHIGreystone Housing Impact Investors LP | BEN UNIT CTF | 81,100 | $44.8 萬 | 0.1% | – | – | 歷史 |