Soltis Investment Advisors

Latest statistics and disclosures from Soltis Investment Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Soltis Investment Advisors

Soltis Investment Advisors holds 296 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.1 $55M +13% 130k 420.72
 View chart
Apple (AAPL) 3.4 $31M -4% 179k 171.48
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.3 $29M -20% 576k 50.45
 View chart
Security Natl Finl Corp Cl A New (SNFCA) 2.6 $23M 2.9M 7.91
 View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 2.4 $22M +2% 209k 103.01
 View chart
Ishares Tr Core S&p500 Etf (IVV) 2.3 $21M 40k 525.73
 View chart
Amazon (AMZN) 2.2 $19M 107k 180.38
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $19M +400% 314k 60.74
 View chart
NVIDIA Corporation (NVDA) 1.8 $16M -2% 18k 903.56
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $14M +7% 27k 523.07
 View chart
Ready Cap Corp Com reit (RC) 1.3 $11M -4% 1.2M 9.13
 View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 1.1 $9.9M +1296% 281k 35.38
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $9.5M +23% 244k 39.02
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $9.5M -75% 118k 80.63
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $8.9M -26% 20k 444.00
 View chart
First Tr Exchange-traded Lunt Us Factor (FCTR) 1.0 $8.7M -6% 281k 31.07
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $8.5M +21% 169k 50.60
 View chart
American Tower Reit (AMT) 0.9 $8.4M 43k 197.59
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $8.4M -30% 115k 72.63
 View chart
Citigroup Com New (C) 0.9 $8.0M +2% 127k 63.24
 View chart
Verizon Communications (VZ) 0.9 $8.0M 190k 41.96
 View chart
Select Sector Spdr Tr Technology (XLK) 0.9 $7.8M +13% 38k 208.27
 View chart
JPMorgan Chase & Co. (JPM) 0.9 $7.8M -13% 39k 200.30
 View chart
CVS Caremark Corporation (CVS) 0.9 $7.7M +6% 97k 79.76
 View chart
McKesson Corporation (MCK) 0.8 $7.6M 14k 536.86
 View chart
Coca-Cola Company (KO) 0.8 $7.5M +4% 122k 61.18
 View chart
UnitedHealth (UNH) 0.8 $7.4M +93% 15k 494.69
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $7.2M 66k 110.52
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $7.2M +9% 39k 186.81
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.8 $7.2M -7% 47k 150.93
 View chart
Oracle Corporation (ORCL) 0.8 $7.1M +217% 57k 125.61
 View chart
salesforce (CRM) 0.8 $7.1M -3% 23k 301.18
 View chart
Meta Platforms Cl A (META) 0.8 $6.9M +14% 14k 485.58
 View chart
Duke Energy Corp Com New (DUK) 0.7 $6.5M +3% 68k 96.71
 View chart
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.7 $6.5M -16% 184k 35.04
 View chart
Air Products & Chemicals (APD) 0.7 $6.4M +4% 26k 242.27
 View chart
Rio Tinto Sponsored Adr (RIO) 0.7 $6.4M 100k 63.74
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $6.4M +4% 152k 41.77
 View chart
Kroger (KR) 0.7 $6.3M -5% 110k 57.13
 View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.7 $6.2M NEW 191k 32.65
 View chart
Enbridge (ENB) 0.7 $6.1M +5% 169k 36.18
 View chart
American Electric Power Company (AEP) 0.7 $6.0M 70k 86.10
 View chart
Lam Research Corporation (LRCX) 0.7 $6.0M NEW 6.1k 971.62
 View chart
Medtronic SHS (MDT) 0.7 $5.8M -6% 67k 87.15
 View chart
Chevron Corporation (CVX) 0.6 $5.8M +2% 37k 157.74
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $5.7M +2% 66k 86.48
 View chart
General Dynamics Corporation (GD) 0.6 $5.7M -40% 20k 282.49
 View chart
General Motors Company (GM) 0.6 $5.7M +587% 126k 45.35
 View chart
Skyworks Solutions (SWKS) 0.6 $5.7M 52k 108.32
 View chart
Mastercard Incorporated Cl A (MA) 0.6 $5.7M +9% 12k 481.58
 View chart
Johnson & Johnson (JNJ) 0.6 $5.6M 36k 158.19
 View chart
Capital One Financial (COF) 0.6 $5.6M +942% 38k 148.89
 View chart
Genuine Parts Company (GPC) 0.6 $5.6M +5% 36k 154.93
 View chart
Kkr & Co (KKR) 0.6 $5.5M NEW 54k 100.58
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $5.4M +24% 11k 480.70
 View chart
Procter & Gamble Company (PG) 0.6 $5.4M 33k 162.25
 View chart
Williams-Sonoma (WSM) 0.6 $5.3M -26% 17k 317.54
 View chart
Glacier Ban (GBCI) 0.6 $5.1M 127k 40.28
 View chart
Pfizer (PFE) 0.6 $5.1M +10% 185k 27.75
 View chart
Servicenow (NOW) 0.6 $5.1M +8% 6.7k 762.42
 View chart
TJX Companies (TJX) 0.6 $5.1M +17% 50k 101.42
 View chart
American Intl Group Com New (AIG) 0.6 $4.9M +12% 63k 78.17
 View chart
Lockheed Martin Corporation (LMT) 0.6 $4.9M 11k 454.87
 View chart
Corning Incorporated (GLW) 0.5 $4.9M 147k 32.96
 View chart
Boeing Company (BA) 0.5 $4.7M 24k 192.99
 View chart
Artisan Partners Asset Mgmt Cl A (APAM) 0.5 $4.7M -27% 102k 45.77
 View chart
United Parcel Service CL B (UPS) 0.5 $4.6M +6% 31k 148.63
 View chart
Marathon Petroleum Corp (MPC) 0.5 $4.4M NEW 22k 201.50
 View chart
Synopsys (SNPS) 0.5 $4.4M +6% 7.6k 571.54
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $4.2M -5% 41k 100.54
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.5 $4.2M +2% 56k 74.22
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $4.1M -16% 9.7k 420.51
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $3.9M +7% 47k 84.44
 View chart
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $3.9M -81% 80k 48.77
 View chart
Visa Com Cl A (V) 0.4 $3.9M +13% 14k 279.08
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $3.9M -13% 34k 115.30
 View chart
Hershey Company (HSY) 0.4 $3.9M +555% 20k 194.50
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $3.8M -30% 39k 99.43
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $3.8M 49k 77.31
 View chart
Ishares Tr Core Msci Total (IXUS) 0.4 $3.8M 56k 67.86
 View chart
Chubb (CB) 0.4 $3.7M NEW 14k 259.12
 View chart
Simon Property (SPG) 0.4 $3.6M -44% 23k 156.49
 View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $3.6M -3% 79k 45.31
 View chart
Abbvie (ABBV) 0.4 $3.6M 20k 182.10
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $3.5M +26% 24k 147.73
 View chart
Lyondellbasell Industries N Shs - A - (LYB) 0.4 $3.4M NEW 33k 102.28
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $3.3M -4% 13k 259.89
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $3.3M -35% 32k 104.73
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $3.3M +3% 28k 118.29
 View chart
Gaming & Leisure Pptys (GLPI) 0.3 $3.1M 67k 46.07
 View chart
Cloudflare Cl A Com (NET) 0.3 $3.0M 31k 96.83
 View chart
Kenvue (KVUE) 0.3 $3.0M +7% 142k 21.46
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $3.0M +2% 23k 130.73
 View chart
Realty Income (O) 0.3 $3.0M NEW 56k 54.10
 View chart
Johnson Ctls Intl SHS (JCI) 0.3 $3.0M NEW 46k 65.32
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $3.0M +5% 33k 91.25
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.3 $2.9M +7% 27k 107.41
 View chart
Select Sector Spdr Tr Communication (XLC) 0.3 $2.7M +11% 33k 81.66
 View chart
Nike CL B (NKE) 0.3 $2.7M +62% 29k 93.98
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $2.6M -7% 27k 97.94
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $2.6M +3% 7.8k 337.04
 View chart
Evergy (EVRG) 0.3 $2.6M +3% 48k 53.38
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.3 $2.5M 7.3k 346.62
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.4M -3% 16k 152.26
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.4M +17% 48k 50.17
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $2.3M 13k 183.89
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $2.3M 32k 73.15
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $2.3M +13% 9.3k 249.86
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $2.3M +7% 23k 102.76
 View chart
Microchip Technology (MCHP) 0.2 $2.2M 25k 89.71
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $2.2M 4.0k 556.35
 View chart
Equity Lifestyle Properties (ELS) 0.2 $2.2M +9% 34k 64.40
 View chart
Exxon Mobil Corporation (XOM) 0.2 $2.2M -12% 19k 116.24
 View chart
Select Sector Spdr Tr Financial (XLF) 0.2 $2.1M +4% 51k 42.12
 View chart
Merck & Co (MRK) 0.2 $2.1M 16k 131.95
 View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $2.1M 79k 26.09
 View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $2.0M +29% 20k 101.50
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $2.0M +6% 39k 52.16
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $1.9M +77% 77k 25.25
 View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $1.9M +17% 41k 47.72
 View chart
Lovesac Company (LOVE) 0.2 $1.9M -6% 86k 22.60
 View chart
SkyWest (SKYW) 0.2 $1.9M -8% 27k 69.08
 View chart
Tesla Motors (TSLA) 0.2 $1.9M +5% 11k 175.79
 View chart
Cambria Etf Tr Tail Risk (TAIL) 0.2 $1.9M -3% 154k 12.12
 View chart
Marriott Intl Cl A (MAR) 0.2 $1.8M 7.1k 252.31
 View chart
Costco Wholesale Corporation (COST) 0.2 $1.7M -6% 2.4k 732.67
 View chart
ConocoPhillips (COP) 0.2 $1.7M +8% 14k 127.28
 View chart
At&t (T) 0.2 $1.7M +44% 96k 17.60
 View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $1.7M -6% 33k 50.74
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $1.6M -80% 34k 48.21
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.6M +10% 7.2k 228.59
 View chart
Starbucks Corporation (SBUX) 0.2 $1.6M +75% 18k 91.39
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $1.5M +15% 19k 76.36
 View chart
Zions Bancorporation (ZION) 0.2 $1.5M -18% 34k 43.40
 View chart
Vanguard Index Fds Value Etf (VTV) 0.2 $1.4M +33% 8.8k 162.85
 View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.2 $1.4M NEW 22k 63.17
 View chart
Automatic Data Processing (ADP) 0.2 $1.4M +235% 5.5k 249.76
 View chart
Raytheon Technologies Corp (RTX) 0.1 $1.3M 13k 97.53
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.3M +56% 17k 76.67
 View chart
Wells Fargo & Company (WFC) 0.1 $1.3M 22k 57.96
 View chart
General Electric Com New (GE) 0.1 $1.3M 7.3k 175.53
 View chart
Select Sector Spdr Tr Energy (XLE) 0.1 $1.2M -18% 13k 94.41
 View chart
Select Sector Spdr Tr Indl (XLI) 0.1 $1.2M -31% 9.7k 125.96
 View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $1.1M +29% 18k 63.85
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.1M +10% 6.8k 164.34
 View chart
Ishares Core Msci Emkt (IEMG) 0.1 $1.1M -2% 21k 51.60
 View chart
Home Depot (HD) 0.1 $1.1M +6% 2.8k 383.60
 View chart
Intel Corporation (INTC) 0.1 $1.1M +2% 24k 44.17
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $1.0M -4% 6.7k 155.83
 View chart
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $951k 21k 45.31
 View chart
Abbott Laboratories (ABT) 0.1 $950k -14% 8.4k 113.66
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $914k +17% 11k 83.58
 View chart
Honeywell International (HON) 0.1 $893k -77% 4.3k 205.24
 View chart
Best Buy (BBY) 0.1 $890k -75% 11k 82.03
 View chart
Walt Disney Company (DIS) 0.1 $885k +7% 7.2k 122.35
 View chart
Cigna Corp (CI) 0.1 $835k +2% 2.3k 363.25
 View chart
Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.1 $814k 18k 45.73
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $785k -20% 20k 39.11
 View chart
Thermo Fisher Scientific (TMO) 0.1 $777k -41% 1.3k 581.05
 View chart
Fortive (FTV) 0.1 $774k 9.0k 86.02
 View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.1 $773k +108% 19k 41.74
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.1 $768k -5% 7.0k 110.20
 View chart
McDonald's Corporation (MCD) 0.1 $763k -3% 2.7k 281.96
 View chart
Netflix (NFLX) 0.1 $760k +29% 1.3k 607.10
 View chart
Applied Materials (AMAT) 0.1 $755k 3.7k 206.24
 View chart
Pepsi (PEP) 0.1 $722k +3% 4.1k 175.00
 View chart
Eli Lilly & Co. (LLY) 0.1 $714k -13% 917.00 778.07
 View chart
Infosys Sponsored Adr (INFY) 0.1 $710k NEW 40k 17.93
 View chart
Broadcom (AVGO) 0.1 $690k +7% 521.00 1324.69
 View chart
Amgen (AMGN) 0.1 $688k 2.4k 284.29
 View chart
Zoetis Cl A (ZTS) 0.1 $688k NEW 4.1k 169.21
 View chart
Carrier Global Corporation (CARR) 0.1 $687k 12k 58.13
 View chart
3M Company (MMM) 0.1 $681k -9% 6.4k 106.08
 View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 0.1 $668k 14k 49.05
 View chart
Edwards Lifesciences (EW) 0.1 $666k 7.0k 95.55
 View chart
Regeneron Pharmaceuticals (REGN) 0.1 $649k 674.00 962.92
 View chart
Franklin Covey (FC) 0.1 $638k 16k 39.26
 View chart
International Business Machines (IBM) 0.1 $635k -15% 3.3k 190.95
 View chart
Bank of America Corporation (BAC) 0.1 $634k +2% 17k 37.92
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $626k +16% 3.0k 210.28
 View chart
Expeditors International of Washington (EXPD) 0.1 $618k +122% 5.1k 121.56
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $615k +19% 9.4k 65.65
 View chart
Eaton Corp SHS (ETN) 0.1 $607k +6% 1.9k 312.72
 View chart
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $603k +35% 8.3k 72.33
 View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPEI) 0.1 $593k NEW 34k 17.32
 View chart
Southwest Airlines (LUV) 0.1 $592k NEW 20k 29.19
 View chart
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $592k 7.2k 82.48
 View chart
Otis Worldwide Corp (OTIS) 0.1 $589k 5.9k 99.27
 View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.1 $579k +2% 12k 49.56
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.1 $568k +3% 2.0k 288.07
 View chart
EOG Resources (EOG) 0.1 $567k -31% 4.4k 127.84
 View chart
Merit Medical Systems (MMSI) 0.1 $562k +38% 7.4k 75.75
 View chart
Spdr Ser Tr S&p Semicndctr (XSD) 0.1 $557k 2.4k 232.10
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $555k -4% 2.7k 205.72
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $555k -89% 4.2k 131.36
 View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $550k +17% 14k 39.53
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $547k 5.9k 92.72
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.1 $536k 11k 47.87
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $535k +131% 9.1k 58.65
 View chart
Phillips 66 (PSX) 0.1 $533k +68% 3.3k 163.33
 View chart
Fidelity Wise Origin Bitcoin SHS 0.1 $516k NEW 8.3k 62.06
 View chart
Norfolk Southern (NSC) 0.1 $508k 2.0k 254.87
 View chart
Cisco Systems (CSCO) 0.1 $506k -13% 10k 49.91
 View chart
Booking Holdings (BKNG) 0.1 $489k NEW 135.00 3618.50
 View chart
Marathon Oil Corporation (MRO) 0.1 $488k 17k 28.34
 View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.1 $488k -16% 17k 28.16
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.1 $486k +27% 1.4k 344.12
 View chart
Caterpillar (CAT) 0.1 $480k -14% 1.3k 366.47
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $453k 12k 36.60
 View chart
Advanced Micro Devices (AMD) 0.1 $451k -78% 2.5k 180.48
 View chart
Stryker Corporation (SYK) 0.1 $451k -28% 1.3k 357.94
 View chart
Vontier Corporation (VNT) 0.0 $442k -2% 9.7k 45.36
 View chart
Freeport-mcmoran CL B (FCX) 0.0 $440k 9.3k 47.02
 View chart
Adobe Systems Incorporated (ADBE) 0.0 $422k +36% 836.00 504.62
 View chart
Ishares Silver Tr Ishares (SLV) 0.0 $418k 18k 22.75
 View chart
Lowe's Companies (LOW) 0.0 $417k +5% 1.6k 254.66
 View chart
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $415k 14k 29.53
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $413k 2.3k 179.11
 View chart
Goldman Sachs (GS) 0.0 $413k -3% 989.00 417.50
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.0 $413k +3% 5.2k 79.86
 View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $412k -2% 5.9k 69.77
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $412k NEW 4.1k 101.41
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $408k -2% 8.1k 50.10
 View chart
Ishares Tr Core Msci Euro (IEUR) 0.0 $408k +3% 7.1k 57.85
 View chart
American Express Company (AXP) 0.0 $393k 1.7k 227.70
 View chart
Medallion Financial (MFIN) 0.0 $387k 49k 7.91
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $380k 5.0k 75.98
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.0 $374k +5% 1.2k 320.47
 View chart
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $373k -6% 7.8k 47.58
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $373k NEW 2.0k 182.60
 View chart
The Trade Desk Com Cl A (TTD) 0.0 $371k +16% 4.2k 87.41
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $352k -6% 2.9k 123.19
 View chart
General Mills (GIS) 0.0 $352k +2% 5.0k 69.97
 View chart
Paccar (PCAR) 0.0 $351k -2% 2.8k 123.89
 View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ) 0.0 $349k -24% 27k 13.16
 View chart
Us Bancorp Del Com New (USB) 0.0 $342k 7.6k 44.70
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $338k NEW 2.8k 120.98
 View chart
Bristol Myers Squibb (BMY) 0.0 $335k -24% 6.2k 54.23
 View chart
Fiserv (FI) 0.0 $334k -9% 2.1k 159.81
 View chart
Union Pacific Corporation (UNP) 0.0 $334k 1.4k 245.90
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $328k -6% 3.7k 89.67
 View chart
Shopify Cl A (SHOP) 0.0 $327k +16% 4.2k 77.16
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $311k 1.8k 169.32
 View chart
Devon Energy Corporation (DVN) 0.0 $303k 6.0k 50.18
 View chart
Lululemon Athletica (LULU) 0.0 $303k NEW 775.00 390.41
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $300k +2% 6.9k 43.35
 View chart
Super Micro Computer (SMCI) 0.0 $298k NEW 295.00 1010.37
 View chart
Wal-Mart Stores (WMT) 0.0 $295k NEW 4.9k 60.17
 View chart
Sofi Technologies (SOFI) 0.0 $295k +16% 40k 7.30
 View chart
Halliburton Company (HAL) 0.0 $291k NEW 7.4k 39.42
 View chart
Danaher Corporation (DHR) 0.0 $290k NEW 1.2k 249.72
 View chart
R1 RCM (RCM) 0.0 $288k 22k 12.88
 View chart
T. Rowe Price (TROW) 0.0 $287k 2.4k 121.94
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $285k NEW 2.6k 107.59
 View chart
Parker-Hannifin Corporation (PH) 0.0 $276k +5% 497.00 555.55
 View chart
Emerson Electric (EMR) 0.0 $274k +2% 2.4k 113.42
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $274k 2.0k 136.07
 View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.0 $273k 8.4k 32.70
 View chart
Klx Energy Servics Holdngs I Com New (KLXE) 0.0 $267k 35k 7.74
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $261k +3% 4.3k 60.30
 View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.0 $259k 7.3k 35.60
 View chart
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $251k +8% 2.7k 92.89
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $246k 4.0k 62.06
 View chart
Schlumberger Com Stk (SLB) 0.0 $245k +3% 4.5k 54.80
 View chart
Sprott Physical Gold Tr Unit (PHYS) 0.0 $245k 14k 17.30
 View chart
Micron Technology (MU) 0.0 $245k NEW 2.1k 117.91
 View chart
BP Sponsored Adr (BP) 0.0 $242k -6% 6.4k 37.68
 View chart
First Merchants Corporation (FRME) 0.0 $241k 6.9k 34.90
 View chart
FedEx Corporation (FDX) 0.0 $241k +2% 832.00 289.66
 View chart
American Airls (AAL) 0.0 $240k 16k 15.35
 View chart
Uber Technologies (UBER) 0.0 $238k NEW 3.1k 76.99
 View chart
Owens Corning (OC) 0.0 $238k 1.4k 166.80
 View chart
Equinix (EQIX) 0.0 $233k +6% 282.00 825.71
 View chart
Illinois Tool Works (ITW) 0.0 $231k +4% 862.00 268.25
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $226k NEW 1.9k 117.21
 View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.0 $225k 5.7k 39.28
 View chart
BlackRock (BLK) 0.0 $224k NEW 269.00 832.78
 View chart
Fidelity Covington Trust Int Hg Div Etf (FIDI) 0.0 $221k NEW 11k 20.92
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $219k +3% 3.1k 69.99
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $213k -3% 4.4k 47.89
 View chart
Diamondback Energy (FANG) 0.0 $210k NEW 1.1k 198.10
 View chart
Key (KEY) 0.0 $209k -7% 13k 15.81
 View chart
Smucker J M Com New (SJM) 0.0 $208k 1.7k 125.85
 View chart
Novo-nordisk A S Adr (NVO) 0.0 $208k NEW 1.6k 128.42
 View chart
Ford Motor Company (F) 0.0 $207k -15% 16k 13.28
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $207k NEW 5.7k 36.50
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $205k -97% 6.0k 34.16
 View chart
Marsh & McLennan Companies (MMC) 0.0 $205k NEW 993.00 206.03
 View chart
Altria (MO) 0.0 $201k -43% 4.6k 43.62
 View chart
Deere & Company (DE) 0.0 $200k -18% 487.00 410.86
 View chart
Amcor Ord (AMCR) 0.0 $137k 14k 9.51
 View chart
Royce Micro Capital Trust (RMT) 0.0 $113k 12k 9.45
 View chart
Barings Bdc (BBDC) 0.0 $108k NEW 12k 9.30
 View chart
The Real Brokerage Com New (REAX) 0.0 $85k 27k 3.12
 View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP) 0.0 $57k +4% 14k 3.96
 View chart
Nvni Group SHS (NVNI) 0.0 $57k 30k 1.89
 View chart

Past Filings by Soltis Investment Advisors

SEC 13F filings are viewable for Soltis Investment Advisors going back to 2019

View all past filings