Soltis Investment Advisors LLC Q3 2020 Filing

Filed October 28, 2020

Portfolio Value

$425.7B

Holdings

199

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (199 positions)

#StockSharesValue% PortfolioType
1
MINTPIMCO ETF TR
394,899$40.3B9.46%
2
FCTRFIRST TR EXCHANGE-TRADED FD
1,335,153$33.9B7.97%
3
ALTLPACER FDS TR
955,936$23.9B5.62%
4
TIPISHARES TR
175,465$22.2B5.21%
5
PJANINNOVATOR ETFS TR
572,919$16.8B3.95%
6
SNFCASECURITY NATL FINL CORP
2,314,913$14.8B3.48%
7
IVVISHARES TR
35,558$11.9B2.81%
8
IJHISHARES TR
54,090$10.0B2.35%
9
STIPISHARES TR
72,748$7.6B1.78%
10
VCSHVANGUARD SCOTTSDALE FDS
89,267$7.4B1.74%
11
AAPLAPPLE INC
62,549$7.2B1.70%
12
SCHDSCHWAB STRATEGIC TR
126,618$7.0B1.64%
13
UJANINNOVATOR ETFS TR
220,404$6.3B1.48%
14
EFAVISHARES TR
89,572$6.1B1.43%
15
AGGISHARES TR
51,290$6.1B1.42%
16
FBNDFIDELITY MERRIMACK STR TR
106,810$5.8B1.37%
17
DONWISDOMTREE TR
190,493$5.5B1.29%
18
MSFTMICROSOFT CORP
25,440$5.4B1.26%
19
ALTABANCORP
264,242$5.3B1.25%
20
USMVISHARES TR
80,116$5.1B1.20%
21
BNDVANGUARD BD INDEX FDS
55,380$4.9B1.15%
22
IJRISHARES TR
60,510$4.3B1.00%
23
SUBISHARES TR
39,297$4.2B1.00%
24
MBBISHARES TR
37,521$4.1B0.97%
25
IXUSISHARES TR
67,839$4.0B0.93%
26
AMZNAMAZON COM INC
1,253$3.9B0.93%
27
SPYSPDR S&P 500 ETF TR
11,199$3.8B0.88%
28
DALDELTA AIR LINES INC DEL
110,221$3.4B0.79%
29
BABOEING CO
18,309$3.0B0.71%
30
ITOTISHARES TR
39,358$3.0B0.70%
31
LOVELOVESAC COMPANY
107,210$3.0B0.70%
32
VWOVANGUARD INTL EQUITY INDEX F
68,004$2.9B0.69%
33
AQLTISHARES TR
48,628$2.9B0.69%
34
EEMVISHARES INC
51,590$2.8B0.67%
35
PDECINNOVATOR ETFS TR
88,172$2.4B0.57%
36
AALAMERICAN AIRLS GROUP INC
185,130$2.3B0.53%
37
XFEBFIRST TR EXCH TRADED FD III
116,050$2.2B0.52%
38
XOMEXXON MOBIL CORP
62,890$2.2B0.51%
39
XLYSELECT SECTOR SPDR TR
14,052$2.1B0.49%
40
FIDUFIDELITY COVINGTON TRUST
50,520$2.0B0.48%
41
DISDISNEY WALT CO
15,671$1.9B0.46%
42
TAILCAMBRIA ETF TR
89,017$1.9B0.45%
43
VOOVANGUARD INDEX FDS
6,209$1.9B0.45%
44
UFEBINNOVATOR ETFS TR
73,890$1.9B0.44%
45
SCHPSCHWAB STRATEGIC TR
30,063$1.9B0.44%
46
JNJJOHNSON & JOHNSON
12,368$1.8B0.43%
47
DDTOINNOVATOR ETFS TR
69,878$1.8B0.41%
48
PTLCPACER FDS TR
58,466$1.7B0.41%
49
XLKSELECT SECTOR SPDR TR
14,535$1.7B0.40%
50
TAT&T INC
56,198$1.6B0.38%
51
BRK/BBERKSHIRE HATHAWAY INC DEL
7,355$1.6B0.37%
52
IVWISHARES TR
6,775$1.6B0.37%
53
FRELFIDELITY COVINGTON TRUST
65,739$1.5B0.36%
54
FMATFIDELITY COVINGTON TRUST
43,776$1.5B0.35%
55
SPGSIMON PPTY GROUP INC NEW
23,042$1.5B0.35%
56
GDGENERAL DYNAMICS CORP
10,512$1.5B0.34%
57
UPSUNITED PARCEL SERVICE INC
8,694$1.4B0.34%
58
ABBVABBVIE INC
16,455$1.4B0.34%
59
FLTBFIDELITY MERRIMACK STR TR
27,190$1.4B0.34%
60
GPCGENUINE PARTS CO
14,827$1.4B0.33%
61
EMBISHARES TR
12,638$1.4B0.33%
62
SCHFSCHWAB STRATEGIC TR
44,332$1.4B0.33%
63
PFEPFIZER INC
37,822$1.4B0.33%
64
TROWPRICE T ROWE GROUP INC
10,780$1.4B0.32%
65
PGPROCTER AND GAMBLE CO
9,871$1.4B0.32%
66
ABTABBOTT LABS
12,604$1.4B0.32%
67
UALUNITED AIRLS HLDGS INC
39,338$1.4B0.32%
68
KOCOCA COLA CO
26,998$1.3B0.31%
69
SKYWSKYWEST INC
43,775$1.3B0.31%
70
IEMGISHARES INC
24,714$1.3B0.31%
71
VENVENTAS INC
29,947$1.3B0.30%
72
ELSEQUITY LIFESTYLE PPTYS INC
20,392$1.3B0.29%
73
NETCLOUDFLARE INC
30,327$1.2B0.29%
74
INTCINTEL CORP
23,946$1.2B0.29%
75
SBUXSTARBUCKS CORP
14,064$1.2B0.28%
76
JPMJPMORGAN CHASE & CO
12,415$1.2B0.28%
77
VTIVANGUARD INDEX FDS
6,998$1.2B0.28%
78
UDECINNOVATOR ETFS TR
42,618$1.2B0.27%
79
VEAVANGUARD TAX-MANAGED INTL FD
24,532$1.0B0.24%
80
VOVANGUARD INDEX FDS
5,620$991.0M0.23%
81
BSVVANGUARD BD INDEX FDS
11,670$969.0M0.23%
82
GQ9SPDR GOLD TR
5,418$960.0M0.23%
83
GDXVANECK VECTORS ETF TR
24,137$945.0M0.22%
84
ENBENBRIDGE INC
31,595$923.0M0.22%
85
TLTISHARES TR
5,550$906.0M0.21%
86
CVSCVS HEALTH CORP
15,468$903.0M0.21%
87
LABORATORY CORP AMER HLDGS
4,663$878.0M0.21%
88
SOSOUTHERN CO
15,648$848.0M0.20%
89
GISGENERAL MLS INC
13,615$840.0M0.20%
90
DUKDUKE ENERGY CORP NEW
9,359$829.0M0.19%
91
AMATAPPLIED MATLS INC
13,918$827.0M0.19%
92
MCDMCDONALDS CORP
3,715$816.0M0.19%
93
COFCAPITAL ONE FINL CORP
11,264$809.0M0.19%
94
DDOMINION ENERGY INC
10,041$793.0M0.19%
95
IJTISHARES TR
4,440$783.0M0.18%
96
EFAISHARES TR
12,241$779.0M0.18%
97
USFDUS FOODS HLDG CORP
34,486$766.0M0.18%
98
IEURISHARES TR
16,959$758.0M0.18%
99
EMREMERSON ELEC CO
11,535$756.0M0.18%
100
CMPCOMPASS MINERALS INTL INC
12,557$745.0M0.18%
Page 1 of 2Next