Soltis Investment Advisors LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$1.1B

Holdings

366

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (366 positions)

StockValue
IWFISHARES TR
$2.8M
PFEPFIZER INC
$2.8M
HWMHOWMET AEROSPACE INC
$2.7M
NKENIKE INC
$2.6M
IJJISHARES TR
$2.6M
VOVANGUARD INDEX FDS
$2.6M
ETNEATON CORP PLC
$2.6M
NOCNORTHROP GRUMMAN CORP
$2.6M
AGGISHARES TR
$2.5M
WSMWILLIAMS SONOMA INC
$2.5M
KMBKIMBERLY-CLARK CORP
$2.5M
GISGENERAL MLS INC
$2.4M
VEAVANGUARD TAX-MANAGED FDS
$2.4M
PAYXPAYCHEX INC
$2.3M
CMCSACOMCAST CORP NEW
$2.3M
BITBBITWISE BITCOIN ETF TR
$2.3M
RTXRTX CORPORATION
$2.2M
TWLOTWILIO INC
$2.1M
KVUEKENVUE INC
$2.1M
BSVVANGUARD BD INDEX FDS
$2.0M
TPLTEXAS PACIFIC LAND CORPORATI
$2.0M
BXBLACKSTONE INC
$2.0M
ADBEADOBE INC
$2.0M
GEGE AEROSPACE
$2.0M
FICOFAIR ISAAC CORP
$2.0M
IJTISHARES TR
$1.9M
IJSISHARES TR
$1.9M
VBVANGUARD INDEX FDS
$1.9M
SKYWSKYWEST INC
$1.9M
HEIHEICO CORP NEW
$1.9M
QCOMQUALCOMM INC
$1.9M
MINTPIMCO ETF TR
$1.9M
XLVSELECT SECTOR SPDR TR
$1.8M
SUBISHARES TR
$1.8M
MARMARRIOTT INTL INC NEW
$1.7M
DONWISDOMTREE TR
$1.7M
WFCWELLS FARGO CO NEW
$1.7M
VUGVANGUARD INDEX FDS
$1.7M
ASMLASML HOLDING N V
$1.7M
SCHPSCHWAB STRATEGIC TR
$1.7M
COINCOINBASE GLOBAL INC
$1.6M
ADSKAUTODESK INC
$1.6M
HDHOME DEPOT INC
$1.6M
SBUXSTARBUCKS CORP
$1.6M
FRELFIDELITY COVINGTON TRUST
$1.6M
ANETARISTA NETWORKS INC
$1.6M
ELSEQUITY LIFESTYLE PPTYS INC
$1.5M
ALBALBEMARLE CORP
$1.5M
LOVELOVESAC COMPANY
$1.5M
VTVVANGUARD INDEX FDS
$1.5M
XLFSELECT SECTOR SPDR TR
$1.4M
BUFFINNOVATOR ETFS TRUST
$1.3M
GBTCGRAYSCALE BITCOIN TRUST ETF
$1.3M
QUALISHARES TR
$1.3M
HEIHEICO CORP NEW
$1.3M
SCHESCHWAB STRATEGIC TR
$1.2M
VSTVISTRA CORP
$1.2M
MCHPMICROCHIP TECHNOLOGY INC.
$1.2M
IWMISHARES TR
$1.2M
ADIANALOG DEVICES INC
$1.1M
INTCINTEL CORP
$1.1M
WMTWALMART INC
$1.1M
FTECFIDELITY COVINGTON TRUST
$1.1M
GQ9SPDR GOLD TR
$1.1M
FBTCFIDELITY WISE ORIGIN BITCOIN
$1.1M
FDVVFIDELITY COVINGTON TRUST
$1.0M
ABTABBOTT LABS
$1.0M
IEMGISHARES INC
$1.0M
HDVISHARES TR
$1.0M
TIPISHARES TR
$995K
CLCOLGATE PALMOLIVE CO
$982K
GSGOLDMAN SACHS GROUP INC
$935K
ADPAUTOMATIC DATA PROCESSING IN
$904K
IBMINTERNATIONAL BUSINESS MACHS
$900K
MCDMCDONALDS CORP
$894K
HBC2HSBC HLDGS PLC
$870K
ZIONZIONS BANCORPORATION N A
$866K
USMVISHARES TR
$860K
TMUST-MOBILE US INC
$858K
TRVTRAVELERS COMPANIES INC
$852K
IWVISHARES TR
$840K
BACBANK AMERICA CORP
$839K
CARRCARRIER GLOBAL CORPORATION
$835K
COFCAPITAL ONE FINL CORP
$826K
VBRVANGUARD INDEX FDS
$817K
PEPPEPSICO INC
$816K
CITHE CIGNA GROUP
$810K
MMSIMERIT MED SYS INC
$791K
SCHBSCHWAB STRATEGIC TR
$781K
AXILAXIL BRANDS INC
$775K
JMSTJ P MORGAN EXCHANGE TRADED F
$764K
PJANINNOVATOR ETFS TRUST
$750K
CRMSALESFORCE INC
$750K
XLISELECT SECTOR SPDR TR
$748K
XLRESELECT SECTOR SPDR TR
$739K
XLFISELECT SECTOR SPDR TR
$732K
GEVGE VERNOVA INC
$717K
VWOBVANGUARD WHITEHALL FDS
$716K
DISDISNEY WALT CO
$715K
CSCOCISCO SYS INC
$698K
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