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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, SPY, and represent 23.53% of Soltis Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY (+$26M), MSFT (+$23M), NVDA (+$10M), AAPL (+$7.9M), XLY (+$7.0M), BALT (+$6.8M), ZTS (+$6.1M), PAYX (+$5.3M), CAT, META.
Started 61 new stock positions in TER, STLD, ROP, CIEN, ADM, SNDK, EME, DTSQR, CLS, MUFG.
Reduced shares in these 10 stocks: PDEC (-$11M), LRCX (-$10M), BND (-$6.4M), GOOGL (-$5.2M), RIO (-$5.1M), EVRG, TWLO, AMZN, MA, SPGI.
Sold out of its positions in ALNY, YYY, AstraZeneca, TEAM, BRK.A, MYD, CMG, VISN, DHI, EVRG.
Soltis Investment Advisors was a net buyer of stock by $111M.
Soltis Investment Advisors has $1.6B in assets under management (AUM), dropping by 4.48%.
Central Index Key (CIK): 0001802530

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Portfolio Holdings for Soltis Investment Advisors

Soltis Investment Advisors holds 554 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Soltis Investment Advisors has 554 total positions. Only the first 250 positions are shown.

Sign up to view all of the Soltis Investment Advisors March 31, 2026 positions
Download the Soltis Investment Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation Put Option (MSFT)	6.6	$105M	+27%	284k	370.17	View chart
NVIDIA Corporation Call Option (NVDA)	5.3	$84M	+13%	481k	174.40	View chart
Apple Put Option (AAPL)	4.6	$73M	+12%	289k	253.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.8	$60M	-9%	818k	73.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	3.2	$51M	+101%	78k	650.34	View chart
Amazon Put Option (AMZN)	2.3	$37M	-7%	176k	208.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$31M	-6%	48k	653.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$23M	-18%	78k	287.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$22M	+13%	873k	24.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$20M		302k	67.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$19M	-11%	381k	50.61	View chart
Meta Platforms Cl A Call Option (META)	1.2	$19M	+33%	33k	572.13	View chart
Tesla Motors (TSLA)	1.0	$16M	-4%	44k	371.75	View chart
Chevron Corporation (CVX)	1.0	$16M		76k	206.90	View chart
Mfs Active Exchange Traded F Internatinl Etf (MFSI)	0.9	$14M	+10%	472k	29.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$13M	+5%	23k	577.19	View chart
Lockheed Martin Corporation (LMT)	0.7	$12M		20k	604.38	View chart
Johnson & Johnson (JNJ)	0.7	$12M	-17%	48k	244.44	View chart
Nike CL B (NKE)	0.7	$12M	+8%	220k	52.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$12M	+2%	19k	597.56	View chart
Paychex (PAYX)	0.7	$11M	+87%	124k	92.12	View chart
Entergy Corporation (ETR)	0.7	$11M	+2%	98k	112.36	View chart
Realty Income (O)	0.7	$11M	+6%	178k	61.18	View chart
Medtronic SHS (MDT)	0.7	$11M	+22%	125k	86.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$11M	+9%	197k	54.05	View chart
SLB Com Stk (SLB)	0.7	$11M		204k	51.39	View chart
Enbridge (ENB)	0.7	$10M	+4%	192k	54.14	View chart
Pepsi (PEP)	0.6	$10M	+11%	66k	155.29	View chart
American Electric Power Company (AEP)	0.6	$10M	+4%	77k	131.08	View chart
Hershey Company (HSY)	0.6	$10M	+2%	48k	207.89	View chart
McKesson Corporation (MCK)	0.6	$9.9M	+38%	12k	865.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$9.9M		35k	286.86	View chart
Broadcom (AVGO)	0.6	$9.8M	+4%	32k	309.51	View chart
Verizon Communications (VZ)	0.6	$9.6M	-8%	192k	50.20	View chart
JPMorgan Chase & Co. (JPM)	0.6	$9.6M		33k	294.16	View chart
Amgen (AMGN)	0.6	$9.6M	+5%	27k	351.86	View chart
American Tower Reit (AMT)	0.6	$9.3M	+21%	54k	172.58	View chart
Coca-Cola Company (KO)	0.6	$9.2M	+4%	121k	76.05	View chart
Rio Tinto Sponsored Adr (RIO)	0.6	$9.0M	-35%	97k	93.29	View chart
Procter & Gamble Company (PG)	0.6	$8.9M	+21%	62k	144.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$8.8M	-2%	71k	124.31	View chart
Citigroup Com New (C)	0.6	$8.8M	-6%	77k	113.41	View chart
Exxon Mobil Corporation (XOM)	0.6	$8.7M	+63%	52k	169.66	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.5	$8.7M	-15%	340k	25.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$8.3M	+6%	73k	113.11	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.5	$8.2M	+604%	75k	108.98	View chart
UnitedHealth (UNH)	0.5	$8.2M	+7%	30k	270.59	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.5	$8.0M	+598%	238k	33.47	View chart
Equity Residential Sh Ben Int (EQR)	0.5	$7.7M	+12%	130k	59.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$7.5M	+4%	36k	211.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$7.5M	+4%	151k	49.89	View chart
Applied Materials (AMAT)	0.5	$7.5M	-16%	22k	341.79	View chart
Ge Vernova (GEV)	0.5	$7.4M	+152%	8.4k	872.90	View chart
Abbvie (ABBV)	0.5	$7.3M		34k	217.49	View chart
Eversource Energy (ES)	0.5	$7.3M	+7%	105k	69.28	View chart
Northrop Grumman Corporation (NOC)	0.5	$7.3M	+77%	11k	682.24	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$7.2M	-20%	21k	337.96	View chart
Cloudflare Cl A Com (NET)	0.5	$7.1M		35k	206.34	View chart
United Parcel Svcs CL B (UPS)	0.4	$6.9M	+10%	70k	98.38	View chart
Zoetis Cl A (ZTS)	0.4	$6.7M	+918%	57k	118.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$6.6M	+47%	21k	320.82	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.4	$6.6M	+153%	562k	11.71	View chart
FedEx Corporation (FDX)	0.4	$6.5M	+55%	18k	356.17	View chart
Caterpillar (CAT)	0.4	$6.5M	+319%	9.1k	708.46	View chart
General Dynamics Corporation (GD)	0.4	$6.3M	+2%	18k	343.21	View chart
Wal-Mart Stores (WMT)	0.4	$6.1M	+88%	49k	124.28	View chart
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)	0.4	$6.0M	-2%	13k	479.20	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.4	$5.9M	-6%	51k	114.32	View chart
Netflix (NFLX)	0.4	$5.8M	+39%	61k	96.15	View chart
Genuine Parts Company (GPC)	0.4	$5.8M	+10%	55k	105.75	View chart
Bluerock Pvt Real Estate (BPRE)	0.4	$5.8M	-10%	347k	16.61	View chart
Comcast Corp Cl A (CMCSA)	0.4	$5.7M	+51%	199k	28.71	View chart
Merck & Co (MRK)	0.4	$5.7M		47k	120.29	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$5.6M		65k	86.64	View chart
Boeing Company (BA)	0.4	$5.6M	+3%	28k	199.03	View chart
Eaton Corp SHS Put Option (ETN)	0.4	$5.6M	+69%	16k	357.67	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$5.6M		4.3k	1320.83	View chart
Sherwin-Williams Company (SHW)	0.4	$5.6M		18k	320.56	View chart
O'reilly Automotive (ORLY)	0.3	$5.5M	-2%	60k	92.31	View chart
Servicenow Put Option (NOW)	0.3	$5.4M	+12%	52k	104.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$5.3M		37k	142.43	View chart
Corning Incorporated (GLW)	0.3	$5.0M	-28%	37k	135.97	View chart
Allison Transmission Hldngs I (ALSN)	0.3	$5.0M	+27%	43k	117.06	View chart
Costco Wholesale Corporation (COST)	0.3	$4.9M	+16%	5.0k	996.50	View chart
Simon Property (SPG)	0.3	$4.9M	+5%	26k	186.53	View chart
Glacier Ban (GBCI)	0.3	$4.7M		106k	44.67	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$4.6M	+4%	45k	100.62	View chart
Eli Lilly & Co. (LLY)	0.3	$4.5M	-22%	4.9k	919.76	View chart
Oracle Corporation (ORCL)	0.3	$4.5M	+9%	31k	147.11	View chart
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)	0.3	$4.5M		102k	43.88	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.3	$4.4M		125k	35.67	View chart
Starbucks Corporation (SBUX)	0.3	$4.4M	+171%	50k	89.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$4.4M		142k	30.68	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$4.3M	NEW	50k	86.69	View chart
Monster Beverage Corp (MNST)	0.3	$4.3M	+36%	60k	72.46	View chart
Arista Networks Com Shs (ANET)	0.3	$4.3M		35k	122.78	View chart
Williams-Sonoma (WSM)	0.3	$4.3M	+24%	24k	182.33	View chart
Halliburton Company (HAL)	0.3	$4.2M	NEW	107k	38.99	View chart
Visa Com Cl A (V)	0.3	$4.1M	-32%	14k	302.23	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$4.0M	+5%	31k	132.50	View chart
Howmet Aerospace (HWM)	0.3	$4.0M		17k	230.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$4.0M	-10%	70k	56.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.9M	+4%	43k	90.53	View chart
Newmont Mining Corporation (NEM)	0.2	$3.7M	+469%	35k	108.25	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$3.7M	-4%	28k	132.90	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.2	$3.7M	+11%	172k	21.34	View chart
Ge Aerospace Com New (GE)	0.2	$3.5M	+5%	12k	283.76	View chart
Amcor Com New (AMCR)	0.2	$3.4M	NEW	86k	39.75	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.4M		18k	192.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.4M	+10%	53k	64.08	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$3.4M	+413%	21k	161.73	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$3.3M	+420%	73k	45.62	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$3.3M		90k	36.81	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$3.3M	-38%	17k	198.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.2M		7.6k	426.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$3.1M		31k	99.27	View chart
Ross Stores (ROST)	0.2	$3.1M	NEW	14k	216.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.9M	-28%	10k	287.19	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$2.9M	-15%	59k	49.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$2.9M	+2%	33k	88.70	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$2.8M		28k	103.43	View chart
Albemarle Corporation (ALB)	0.2	$2.8M	+4%	16k	179.53	View chart
Union Pacific Corporation (UNP)	0.2	$2.8M	+282%	12k	242.62	View chart
Wells Fargo & Company (WFC)	0.2	$2.8M		35k	79.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.7M	+7%	11k	261.92	View chart
ConocoPhillips (COP)	0.2	$2.7M		21k	132.00	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.2	$2.6M	+578%	69k	38.00	View chart
Thermo Fisher Scientific Put Option (TMO)	0.2	$2.6M	+46%	5.3k	491.53	View chart
Domino's Pizza Put Option (DPZ)	0.2	$2.6M	-25%	7.2k	358.79	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$2.6M	+3%	18k	144.71	View chart
Philip Morris International (PM)	0.2	$2.5M	+23%	15k	165.34	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$2.5M	-10%	48k	52.46	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$2.5M	+295%	138k	17.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.4M	-2%	5.7k	430.28	View chart
Marriott Intl Cl A (MAR)	0.2	$2.4M		7.3k	327.09	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.4M		16k	146.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.3M		30k	78.41	View chart
Toll Brothers (TOL)	0.1	$2.3M	NEW	17k	136.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.3M	-42%	3.2k	697.67	View chart
McDonald's Corporation (MCD)	0.1	$2.2M	+157%	7.2k	310.80	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.2M	+31%	67k	32.95	View chart
Ishares Tr Russell 2000 Etf Call Option (IWM)	0.1	$2.1M	+37%	8.5k	248.00	View chart
Analog Devices (ADI)	0.1	$2.0M	-3%	6.4k	318.13	View chart
Travelers Companies (TRV)	0.1	$2.0M	NEW	6.9k	291.66	View chart
Qualcomm (QCOM)	0.1	$2.0M	+43%	16k	128.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.0M	+2%	25k	79.27	View chart
Cheniere Energy Com New (LNG)	0.1	$2.0M	NEW	6.9k	283.76	View chart
SkyWest (SKYW)	0.1	$1.9M	-2%	21k	91.83	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.9M	+13%	9.2k	208.05	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.9M	-58%	3.7k	499.70	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$1.9M	+2%	38k	49.41	View chart
HEICO Corporation (HEI)	0.1	$1.8M	-2%	6.7k	274.22	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.8M	NEW	19k	94.95	View chart
Micron Technology (MU)	0.1	$1.8M	+15%	5.3k	337.87	View chart
Comfort Systems USA (FIX)	0.1	$1.8M	+8%	1.3k	1379.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.7M		9.1k	191.82	View chart
International Business Machines (IBM)	0.1	$1.7M	+25%	7.2k	242.40	View chart
Goldman Sachs (GS)	0.1	$1.7M	+6%	2.1k	845.85	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$1.7M	-34%	3.3k	522.72	View chart
Intel Corporation (INTC)	0.1	$1.7M	-17%	39k	44.13	View chart
Bank of America Corporation (BAC)	0.1	$1.6M	+11%	34k	48.75	View chart
Home Depot (HD)	0.1	$1.6M	-13%	5.0k	328.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.6M	-4%	8.2k	196.20	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.6M	-26%	14k	118.45	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.6M	-4%	16k	100.57	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$1.6M	+20%	28k	55.24	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.5M	+30%	31k	49.37	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.5M	-14%	58k	26.61	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.5M		15k	102.25	View chart
Microchip Technology (MCHP)	0.1	$1.5M	+2%	23k	64.61	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$1.5M	-5%	28k	52.54	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$1.5M		55k	26.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.5M		14k	106.50	View chart
Ready Cap Corp Com reit (RC)	0.1	$1.5M		899k	1.62	View chart
Zions Bancorporation (ZION)	0.1	$1.4M		25k	57.62	View chart
Advanced Micro Devices (AMD)	0.1	$1.4M		7.1k	203.43	View chart
Delta Air Lines Com New (DAL)	0.1	$1.4M	+84%	22k	66.48	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.4M		21k	68.14	View chart
Cisco Systems (CSCO)	0.1	$1.4M	+17%	18k	77.59	View chart
Equity Lifestyle Properties (ELS)	0.1	$1.4M		22k	62.42	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.3M	-88%	6.3k	213.65	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.3M	-9%	8.9k	146.61	View chart
American Express Company (AXP)	0.1	$1.3M	+8%	4.3k	302.50	View chart
Capital One Financial (COF)	0.1	$1.3M		7.0k	182.44	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$1.3M	+50%	13k	97.91	View chart
Axil Brands Com New (AXIL)	0.1	$1.3M		180k	7.00	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$1.3M	+2%	15k	82.49	View chart
Morgan Stanley Com New (MS)	0.1	$1.2M	+10%	7.5k	164.57	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$1.2M	-15%	11k	110.86	View chart
Nextera Energy (NEE)	0.1	$1.2M	+6%	13k	92.88	View chart
Linde SHS (LIN)	0.1	$1.2M	+25%	2.4k	495.67	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.2M		17k	69.75	View chart
salesforce (CRM)	0.1	$1.2M	-7%	6.3k	186.68	View chart
Bristol Myers Squibb (BMY)	0.1	$1.2M	+44%	19k	60.65	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.2M		13k	92.74	View chart
Uber Technologies (UBER)	0.1	$1.2M	+2%	16k	71.93	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.1	$1.2M		77k	15.00	View chart
Lovesac Company (LOVE)	0.1	$1.1M		76k	14.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.1M		26k	43.06	View chart
TJX Companies (TJX)	0.1	$1.1M	+18%	7.0k	159.70	View chart
Heico Corp Cl A (HEI.A)	0.1	$1.1M	-3%	5.2k	211.08	View chart
Sofi Technologies (SOFI)	0.1	$1.1M	+7%	69k	15.88	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.1M	+6%	18k	59.03	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$1.1M	NEW	29k	37.49	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$1.1M	-55%	27k	40.14	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.1M		2.7k	390.46	View chart
General Motors Company (GM)	0.1	$1.0M	+23%	14k	74.50	View chart
Phillips 66 (PSX)	0.1	$1.0M		5.6k	182.17	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.1	$1.0M	-4%	54k	18.86	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.0M		19k	52.76	View chart
Altria (MO)	0.1	$1.0M	-9%	15k	65.99	View chart
Automatic Data Processing (ADP)	0.1	$1.0M	+21%	5.0k	203.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.0M	-37%	4.6k	217.24	View chart
Chubb (CB)	0.1	$1.0M	+7%	3.1k	325.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$997k	+3%	40k	25.10	View chart
Aon Shs Cl A Put Option (AON)	0.1	$996k	+62%	3.1k	322.78	View chart
Colgate-Palmolive Company (CL)	0.1	$987k	+5%	12k	85.23	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$980k		2.6k	370.68	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$979k	-3%	7.2k	135.71	View chart
Freeport Mcmoran CL B (FCX)	0.1	$977k	+7%	17k	58.78	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.1	$977k		22k	44.61	View chart
Cigna Corp (CI)	0.1	$965k	+11%	3.6k	266.74	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$953k	-15%	2.2k	436.77	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$936k	+73%	18k	50.98	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$935k	-22%	8.8k	106.16	View chart
Hca Holdings (HCA)	0.1	$925k	+4%	2.0k	473.15	View chart
Innovator Etfs Trust Equity Autocalla (ACEI)	0.1	$921k	+193%	40k	23.14	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$913k	-35%	8.3k	110.37	View chart
Honeywell International (HON)	0.1	$894k	+35%	4.0k	226.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$893k	-7%	25k	35.32	View chart
Stryker Corporation (SYK)	0.1	$889k	+19%	2.7k	328.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$887k	+7%	19k	46.13	View chart
Duke Energy Corp Com New (DUK)	0.1	$887k	+3%	6.8k	130.94	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$883k	+12%	13k	68.12	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$882k		4.3k	203.77	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$872k		27k	32.79	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$867k	-11%	14k	61.26	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$849k	+84%	36k	23.51	View chart
Amphenol Corp Cl A (APH)	0.1	$835k	+46%	6.6k	126.34	View chart
Abbott Laboratories (ABT)	0.1	$833k	-2%	8.1k	102.67	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$826k		28k	29.07	View chart
Emerson Electric (EMR)	0.1	$824k		6.3k	131.03	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$823k	-24%	1.8k	463.27	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$818k		13k	65.69	View chart
Carrier Global Corporation (CARR)	0.1	$810k	+11%	14k	56.31	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$808k	+99%	21k	38.42	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$801k		2.1k	383.45	View chart
Lowe's Companies (LOW)	0.1	$799k	+3%	3.4k	236.31	View chart
Walt Disney Company (DIS)	0.1	$799k	+8%	8.3k	96.38	View chart
Metropcs Communications (TMUS)	0.0	$782k	+17%	3.7k	210.01	View chart

Past Filings by Soltis Investment Advisors

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

Soltis Investment Advisors 2026 Q1 filed April 27, 2026
Soltis Investment Advisors 2025 Q4 restated filed April 2, 2026
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

View all past filings

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