Soltis Investment Advisors
Latest statistics and disclosures from Soltis Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, AAPL, BND, AMZN, and represent 23.82% of Soltis Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$12M), BND (+$11M), APOC (+$10M), SLB (+$7.3M), AMZN (+$7.0M), NOW (+$7.0M), NVDA (+$6.3M), BPRE (+$5.8M), GOOGL, MNST.
- Started 87 new stock positions in FSSL, DG, ULTA, B, SGOL, HIG, IGPT, SYY, BPRE, POOL.
- Reduced shares in these 10 stocks: AAPL (-$14M), JAJL (-$9.8M), AVGO (-$8.1M), GLW (-$5.2M), , FBND, AZO, SPY, ZTS, TSM.
- Sold out of its positions in AZO, BBY, CSX, DASH, EOG, Bitwise Crypto Industry Innovators Etf, PKST, IR, NAPR, MBI.
- Soltis Investment Advisors was a net buyer of stock by $91M.
- Soltis Investment Advisors has $1.5B in assets under management (AUM), dropping by 7.11%.
- Central Index Key (CIK): 0001802530
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Portfolio Holdings for Soltis Investment Advisors
Soltis Investment Advisors holds 529 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Soltis Investment Advisors has 529 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Soltis Investment Advisors Dec. 31, 2025 positions
- Download the Soltis Investment Advisors December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.0 | $107M | +12% | 222k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 5.1 | $79M | +8% | 423k | 186.50 |
|
| Apple (AAPL) | 4.6 | $70M | -16% | 258k | 271.86 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.3 | $67M | +18% | 904k | 74.07 |
|
| Amazon (AMZN) | 2.9 | $44M | +18% | 191k | 230.82 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $35M | 51k | 684.94 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $30M | +14% | 97k | 313.00 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $26M | -7% | 39k | 681.92 |
|
| Security Natl Finl Corp Cl A New (SNFCA) | 1.5 | $24M | 2.6M | 9.01 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.4 | $22M | -7% | 428k | 50.59 |
|
| Tesla Motors (TSLA) | 1.3 | $21M | 46k | 449.72 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $20M | 298k | 66.00 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.2 | $19M | +5% | 768k | 24.04 |
|
| Meta Platforms Cl A (META) | 1.0 | $16M | -9% | 25k | 660.08 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $13M | +18% | 21k | 614.31 |
|
| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 0.8 | $13M | +5% | 427k | 30.45 |
|
| Nike CL B (NKE) | 0.8 | $13M | +8% | 203k | 63.71 |
|
| Johnson & Johnson (JNJ) | 0.8 | $12M | +4% | 59k | 206.95 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.8 | $12M | +3% | 151k | 80.03 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $12M | +39% | 19k | 627.13 |
|
| Chevron Corporation (CVX) | 0.7 | $12M | +3% | 76k | 152.41 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.7 | $12M | +4% | 264k | 43.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $11M | +14% | 35k | 313.80 |
|
| Innovator Etfs Trust Equity Defined P (APOC) | 0.7 | $11M | +2532% | 401k | 26.20 |
|
| Broadcom (AVGO) | 0.7 | $10M | -43% | 30k | 346.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $10M | +6% | 32k | 322.22 |
|
| Medtronic SHS (MDT) | 0.6 | $9.8M | +4% | 102k | 96.06 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $9.7M | +3% | 180k | 53.76 |
|
| Citigroup Com New (C) | 0.6 | $9.7M | +4% | 83k | 116.69 |
|
| Lockheed Martin Corporation (LMT) | 0.6 | $9.6M | +2% | 20k | 483.67 |
|
| Realty Income (O) | 0.6 | $9.4M | +5% | 166k | 56.37 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $9.3M | -11% | 54k | 171.18 |
|
| UnitedHealth (UNH) | 0.6 | $9.3M | -2% | 28k | 330.11 |
|
| Enbridge (ENB) | 0.6 | $8.8M | +7% | 184k | 47.83 |
|
| Entergy Corporation (ETR) | 0.6 | $8.8M | +4% | 95k | 92.43 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $8.7M | +10% | 73k | 120.18 |
|
| Hershey Company (HSY) | 0.6 | $8.6M | +4% | 47k | 181.98 |
|
| Verizon Communications (VZ) | 0.6 | $8.5M | 210k | 40.73 |
|
|
| Pepsi (PEP) | 0.6 | $8.5M | +43% | 60k | 143.52 |
|
| Amgen (AMGN) | 0.6 | $8.5M | +4% | 26k | 327.31 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $8.5M | 69k | 123.26 |
|
|
| American Electric Power Company (AEP) | 0.5 | $8.4M | +4% | 73k | 115.31 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $8.2M | -18% | 27k | 303.89 |
|
| Coca-Cola Company (KO) | 0.5 | $8.1M | +5% | 116k | 69.91 |
|
| Abbvie (ABBV) | 0.5 | $7.8M | +55% | 34k | 228.49 |
|
| American Tower Reit (AMT) | 0.5 | $7.8M | +8% | 44k | 175.57 |
|
| SLB Com Stk (SLB) | 0.5 | $7.7M | +1954% | 201k | 38.38 |
|
| Paychex (PAYX) | 0.5 | $7.4M | +41% | 66k | 112.18 |
|
| Procter & Gamble Company (PG) | 0.5 | $7.3M | +2% | 51k | 143.31 |
|
| Equity Residential Sh Ben Int (EQR) | 0.5 | $7.3M | -5% | 116k | 63.04 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $7.2M | +2% | 144k | 50.29 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $7.2M | +8% | 34k | 212.07 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $7.2M | +78% | 27k | 268.30 |
|
| Servicenow (NOW) | 0.5 | $7.1M | +6023% | 46k | 153.19 |
|
| Visa Com Cl A (V) | 0.5 | $7.1M | +5% | 20k | 350.71 |
|
| McKesson Corporation (MCK) | 0.4 | $6.8M | -5% | 8.3k | 820.29 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $6.8M | +38% | 6.3k | 1074.74 |
|
| Cloudflare Cl A Com (NET) | 0.4 | $6.7M | +6% | 34k | 197.15 |
|
| Applied Materials (AMAT) | 0.4 | $6.7M | 26k | 256.99 |
|
|
| Eversource Energy (ES) | 0.4 | $6.6M | +4% | 98k | 67.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.5M | -11% | 13k | 502.66 |
|
| United Parcel Service CL B (UPS) | 0.4 | $6.3M | +4% | 63k | 99.19 |
|
| Genuine Parts Company (GPC) | 0.4 | $6.1M | +3% | 50k | 122.96 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.4 | $6.1M | -2% | 55k | 111.80 |
|
| General Dynamics Corporation (GD) | 0.4 | $6.0M | +11% | 18k | 336.65 |
|
| Boeing Company (BA) | 0.4 | $5.9M | -2% | 27k | 217.12 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.4 | $5.8M | NEW | 386k | 15.00 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $5.7M | 18k | 324.03 |
|
|
| O'reilly Automotive (ORLY) | 0.4 | $5.6M | -5% | 61k | 91.21 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.4 | $5.5M | +20% | 65k | 84.64 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $5.5M | -4% | 37k | 148.69 |
|
| Oracle Corporation (ORCL) | 0.4 | $5.4M | 28k | 194.91 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $5.2M | +16% | 9.0k | 570.87 |
|
| Merck & Co (MRK) | 0.3 | $4.9M | 47k | 105.26 |
|
|
| Evergy (EVRG) | 0.3 | $4.9M | +5% | 68k | 72.49 |
|
| Glacier Ban (GBCI) | 0.3 | $4.7M | -4% | 108k | 44.05 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.7M | +21% | 14k | 335.28 |
|
| Simon Property (SPG) | 0.3 | $4.6M | +5% | 25k | 185.11 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $4.6M | -11% | 35k | 131.03 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $4.6M | +2% | 4.3k | 1069.93 |
|
| Corning Incorporated (GLW) | 0.3 | $4.6M | -53% | 52k | 87.56 |
|
| First Tr Exchange-traded Lunt Us Factor (FCTR) | 0.3 | $4.5M | -4% | 126k | 35.67 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $4.5M | +30% | 78k | 57.24 |
|
| Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) | 0.3 | $4.4M | -5% | 102k | 42.92 |
|
| Twilio Cl A (TWLO) | 0.3 | $4.3M | -24% | 30k | 142.24 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $4.2M | +60% | 5.6k | 753.79 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.3 | $4.2M | +28% | 89k | 47.56 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $4.2M | +4% | 43k | 96.88 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $4.2M | +90% | 29k | 143.97 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $4.2M | +11% | 14k | 290.21 |
|
| Netflix (NFLX) | 0.3 | $4.1M | +144% | 43k | 93.76 |
|
| Domino's Pizza (DPZ) | 0.3 | $4.0M | -13% | 9.7k | 416.81 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $3.9M | -3% | 131k | 29.89 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $3.9M | +10% | 143k | 27.43 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.8M | +7% | 32k | 120.34 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $3.8M | +13% | 29k | 131.59 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.7M | -3% | 4.3k | 862.40 |
|
| S&p Global (SPGI) | 0.2 | $3.7M | +8% | 7.0k | 522.56 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $3.6M | 41k | 89.46 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.6M | +4% | 7.6k | 473.32 |
|
| Howmet Aerospace (HWM) | 0.2 | $3.6M | +30% | 17k | 205.02 |
|
| Ge Aerospace Com New (GE) | 0.2 | $3.6M | +2% | 12k | 308.02 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $3.5M | +2% | 70k | 49.59 |
|
| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.2 | $3.4M | +60% | 155k | 22.27 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $3.4M | +4% | 6.0k | 570.19 |
|
| FedEx Corporation (FDX) | 0.2 | $3.4M | +979% | 12k | 288.86 |
|
| Williams-Sonoma (WSM) | 0.2 | $3.4M | +6% | 19k | 178.59 |
|
| Monster Beverage Corp (MNST) | 0.2 | $3.4M | NEW | 44k | 76.67 |
|
| Autodesk (ADSK) | 0.2 | $3.3M | +7% | 11k | 296.02 |
|
| Coinbase Global Com Cl A (COIN) | 0.2 | $3.3M | +11% | 15k | 226.14 |
|
| Allison Transmission Hldngs I (ALSN) | 0.2 | $3.3M | -16% | 33k | 97.90 |
|
| Wells Fargo & Company (WFC) | 0.2 | $3.2M | +16% | 35k | 93.20 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $3.2M | +2% | 17k | 183.40 |
|
| Booking Holdings (BKNG) | 0.2 | $3.1M | +21% | 585.00 | 5355.62 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $3.1M | +11% | 31k | 99.88 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $3.1M | NEW | 5.1k | 604.95 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.2 | $3.0M | -28% | 54k | 55.58 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $3.0M | -3% | 48k | 62.47 |
|
| Eaton Corp SHS (ETN) | 0.2 | $2.9M | 9.3k | 318.53 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $2.9M | +43% | 26k | 111.41 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $2.9M | +19% | 16k | 177.75 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.8M | -13% | 32k | 88.49 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $2.8M | -11% | 28k | 102.39 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $2.6M | +1355% | 60k | 42.69 |
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| Cambria Etf Tr Tail Risk (TAIL) | 0.2 | $2.6M | +4% | 222k | 11.49 |
|
| Trane Technologies SHS (TT) | 0.2 | $2.5M | 6.5k | 389.19 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.5M | 9.8k | 257.94 |
|
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.2 | $2.4M | -22% | 59k | 41.27 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $2.4M | +4% | 17k | 141.16 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $2.4M | NEW | 1.4k | 1690.51 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $2.4M | +564% | 17k | 141.14 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.3M | 30k | 78.81 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.3M | +10% | 5.8k | 396.30 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $2.3M | 7.4k | 310.26 |
|
|
| HEICO Corporation (HEI) | 0.1 | $2.2M | 6.8k | 323.60 |
|
|
| Ge Vernova (GEV) | 0.1 | $2.2M | +7% | 3.3k | 653.60 |
|
| SkyWest (SKYW) | 0.1 | $2.2M | 22k | 100.41 |
|
|
| Albemarle Corporation (ALB) | 0.1 | $2.1M | -27% | 15k | 141.44 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.1M | +127% | 3.6k | 579.39 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.1M | -8% | 18k | 113.72 |
|
| Philip Morris International (PM) | 0.1 | $2.0M | +2% | 13k | 160.39 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.0M | -38% | 5.7k | 349.99 |
|
| Home Depot (HD) | 0.1 | $2.0M | -5% | 5.8k | 344.07 |
|
| Ready Cap Corp Com reit (RC) | 0.1 | $2.0M | -3% | 898k | 2.18 |
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| ConocoPhillips (COP) | 0.1 | $1.9M | 21k | 93.61 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.9M | -43% | 24k | 79.73 |
|
| Qualcomm (QCOM) | 0.1 | $1.9M | -10% | 11k | 171.05 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.8M | 9.2k | 198.61 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $1.8M | +21% | 8.1k | 224.66 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $1.8M | 37k | 49.86 |
|
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| salesforce (CRM) | 0.1 | $1.8M | +38% | 6.8k | 264.92 |
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| Analog Devices (ADI) | 0.1 | $1.8M | +2% | 6.6k | 271.21 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $1.8M | +14% | 68k | 26.49 |
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| Gap (GAP) | 0.1 | $1.8M | NEW | 69k | 25.60 |
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| Intel Corporation (INTC) | 0.1 | $1.7M | -3% | 47k | 36.90 |
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| Capital One Financial (COF) | 0.1 | $1.7M | +25% | 7.1k | 242.36 |
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| Goldman Sachs (GS) | 0.1 | $1.7M | +10% | 1.9k | 879.07 |
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| International Business Machines (IBM) | 0.1 | $1.7M | -17% | 5.7k | 296.19 |
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| Sofi Technologies (SOFI) | 0.1 | $1.7M | 64k | 26.18 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $1.7M | +20% | 30k | 55.00 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.7M | +5% | 51k | 32.75 |
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| Bitwise Ethereum Etf SHS (ETHW) | 0.1 | $1.6M | +27% | 77k | 21.27 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.6M | 16k | 100.34 |
|
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.6M | -4% | 8.5k | 190.99 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.6M | +54% | 7.4k | 211.78 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.5M | -6% | 18k | 84.21 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $1.5M | -10% | 13k | 117.72 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.5M | -3% | 30k | 51.60 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $1.5M | NEW | 15k | 102.54 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.5M | -24% | 6.2k | 246.16 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $1.5M | -51% | 9.8k | 154.81 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.5M | -3% | 7.0k | 214.17 |
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| Zions Bancorporation (ZION) | 0.1 | $1.5M | -30% | 25k | 58.54 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.5M | -8% | 14k | 106.70 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $1.5M | 54k | 26.89 |
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| American Express Company (AXP) | 0.1 | $1.5M | +6% | 3.9k | 369.99 |
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| Microchip Technology (MCHP) | 0.1 | $1.4M | 23k | 63.72 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.4M | +65% | 13k | 109.91 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $1.4M | -4% | 5.4k | 252.42 |
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| Huntington Ingalls Inds (HII) | 0.1 | $1.4M | +7% | 4.0k | 340.07 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.4M | -19% | 17k | 80.63 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.3M | +11% | 21k | 64.42 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $1.3M | +9% | 24k | 56.69 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $1.3M | -4% | 20k | 68.36 |
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| Equity Lifestyle Properties (ELS) | 0.1 | $1.3M | 22k | 60.61 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.3M | 17k | 76.23 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $1.3M | -8% | 24k | 54.77 |
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| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.1 | $1.3M | NEW | 22k | 58.76 |
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| Micron Technology (MU) | 0.1 | $1.3M | -11% | 4.6k | 285.42 |
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| Vaneck Etf Trust Mortgage Reit (MORT) | 0.1 | $1.3M | -23% | 123k | 10.51 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $1.3M | +83% | 11k | 119.41 |
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| Uber Technologies (UBER) | 0.1 | $1.3M | +67% | 16k | 81.71 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.1 | $1.3M | -35% | 57k | 22.18 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.3M | +15% | 2.7k | 468.69 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.3M | -46% | 2.6k | 487.92 |
|
| Axil Brands Com New (AXIL) | 0.1 | $1.2M | +16% | 180k | 6.93 |
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| Caterpillar (CAT) | 0.1 | $1.2M | 2.2k | 572.98 |
|
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.2M | +24% | 11k | 107.11 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.2M | +24% | 6.8k | 177.53 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.2M | +25% | 13k | 94.16 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.2M | -5% | 15k | 78.67 |
|
| Cisco Systems (CSCO) | 0.1 | $1.2M | +2% | 15k | 77.03 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $1.1M | -6% | 26k | 43.72 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $1.1M | +22% | 34k | 33.51 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.1M | +227% | 2.4k | 480.62 |
|
| Bitwise Funds Trust Crypto Industry (BITQ) | 0.1 | $1.1M | NEW | 57k | 19.93 |
|
| Lovesac Company (LOVE) | 0.1 | $1.1M | -7% | 76k | 14.75 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.1M | 17k | 67.22 |
|
|
| Comfort Systems USA (FIX) | 0.1 | $1.1M | +28% | 1.2k | 933.08 |
|
| Travelers Companies Inc call | 0.1 | $1.1M | NEW | 3.8k | 290.10 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.1M | -8% | 4.1k | 257.21 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.0M | -4% | 8.3k | 125.29 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.0M | 2.6k | 386.85 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.0M | -8% | 6.3k | 160.98 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.0M | -8% | 39k | 26.23 |
|
| Intuit (INTU) | 0.1 | $1.0M | +5% | 1.5k | 662.53 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.0M | +4% | 17k | 58.12 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 0.1 | $977k | NEW | 27k | 35.84 |
|
| Altria (MO) | 0.1 | $972k | +14% | 17k | 57.66 |
|
| Nextera Energy (NEE) | 0.1 | $963k | +4% | 12k | 80.28 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $942k | +31% | 29k | 32.62 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $929k | +21% | 8.7k | 106.70 |
|
| General Motors Company (GM) | 0.1 | $927k | 11k | 81.32 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $908k | +2% | 7.5k | 121.60 |
|
| TJX Companies (TJX) | 0.1 | $906k | +29% | 5.9k | 153.62 |
|
| Cigna Corp (CI) | 0.1 | $895k | +6% | 3.3k | 275.23 |
|
| Chubb (CB) | 0.1 | $894k | +73% | 2.9k | 312.08 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $886k | NEW | 4.3k | 204.83 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $871k | +3% | 11k | 79.02 |
|
| Hca Holdings (HCA) | 0.1 | $869k | -2% | 1.9k | 466.77 |
|
| Innovator Etfs Trust Innovator Inter (ISEP) | 0.1 | $867k | -3% | 27k | 32.59 |
|
| Walt Disney Company (DIS) | 0.1 | $865k | 7.6k | 113.77 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $858k | 2.8k | 305.63 |
|
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.1 | $846k | 12k | 73.28 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $845k | 13k | 67.43 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $843k | 18k | 47.02 |
|
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $840k | -24% | 48k | 17.71 |
|
| Emerson Electric (EMR) | 0.1 | $830k | +100% | 6.3k | 132.71 |
|
| Innovator Etfs Trust Equity Defined P (JAJL) | 0.1 | $826k | -92% | 28k | 29.06 |
|
| Palo Alto Networks (PANW) | 0.1 | $814k | -14% | 4.4k | 184.19 |
|
| Linde SHS (LIN) | 0.1 | $808k | 1.9k | 426.39 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $807k | +8% | 12k | 69.40 |
|
| 3M Company (MMM) | 0.1 | $802k | +21% | 5.0k | 160.10 |
|
| Stryker Corporation (SYK) | 0.1 | $796k | +10% | 2.3k | 351.40 |
|
| Lowe's Companies (LOW) | 0.1 | $785k | +10% | 3.3k | 241.18 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $784k | +30% | 15k | 50.79 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $767k | +2% | 6.5k | 117.22 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $760k | 2.1k | 360.12 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $760k | +79% | 6.9k | 110.27 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $755k | 1.00 | 754800.00 |
|
Past Filings by Soltis Investment Advisors
SEC 13F filings are viewable for Soltis Investment Advisors going back to 2019
- Soltis Investment Advisors 2025 Q4 filed Feb. 5, 2026
- Soltis Investment Advisors 2025 Q3 filed Nov. 12, 2025
- Soltis Investment Advisors 2025 Q2 filed Aug. 6, 2025
- Soltis Investment Advisors 2025 Q1 filed May 13, 2025
- Soltis Investment Advisors 2024 Q4 filed Jan. 29, 2025
- Soltis Investment Advisors 2024 Q3 restated filed Jan. 3, 2025
- Soltis Investment Advisors 2024 Q3 filed Nov. 18, 2024
- Soltis Investment Advisors 2024 Q2 filed Aug. 12, 2024
- Soltis Investment Advisors 2024 Q1 restated filed May 29, 2024
- Soltis Investment Advisors 2024 Q1 filed April 29, 2024
- Soltis Investment Advisors 2023 Q4 filed Jan. 26, 2024
- Soltis Investment Advisors 2023 Q3 filed Nov. 8, 2023
- Soltis Investment Advisors 2023 Q2 filed Aug. 9, 2023
- Soltis Investment Advisors 2023 Q1 filed May 3, 2023
- Soltis Investment Advisors 2022 Q4 filed Feb. 9, 2023
- Soltis Investment Advisors 2022 Q3 filed Nov. 14, 2022