Soltis Investment Advisors LLC Q3 2024 Filing

Filed November 18, 2024

Portfolio Value

$1.0B

Holdings

365

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (365 positions)

StockValue
ACNACCENTURE PLC IRELAND
$2.7M
IJSISHARES TR
$2.7M
AGGISHARES TR
$2.7M
AWMSKYWORKS SOLUTIONS INC
$2.7M
VEAVANGUARD TAX-MANAGED FDS
$2.6M
VOVANGUARD INDEX FDS
$2.5M
NETCLOUDFLARE INC
$2.5M
LOVELOVESAC COMPANY
$2.5M
COSTCOSTCO WHSL CORP NEW
$2.4M
ELSEQUITY LIFESTYLE PPTYS INC
$2.4M
WSMWILLIAMS SONOMA INC
$2.4M
FRELFIDELITY COVINGTON TRUST
$2.3M
MDYSPDR S&P MIDCAP 400 ETF TR
$2.3M
XLVSELECT SECTOR SPDR TR
$2.2M
MCKMCKESSON CORP
$2.2M
TAILCAMBRIA ETF TR
$2.2M
DONWISDOMTREE TR
$2.2M
TPRTAPESTRY INC
$2.0M
MCHPMICROCHIP TECHNOLOGY INC.
$2.0M
SKYWSKYWEST INC
$2.0M
SUBISHARES TR
$1.9M
SCHPSCHWAB STRATEGIC TR
$1.9M
XLCSELECT SECTOR SPDR TR
$1.9M
VBVANGUARD INDEX FDS
$1.9M
RTXRTX CORPORATION
$1.8M
MRKMERCK & CO INC
$1.8M
SPXLDIREXION SHS ETF TR
$1.8M
MARMARRIOTT INTL INC NEW
$1.8M
HEIHEICO CORP NEW
$1.8M
SCHESCHWAB STRATEGIC TR
$1.7M
VUGVANGUARD INDEX FDS
$1.7M
VTVVANGUARD INDEX FDS
$1.6M
HONHONEYWELL INTL INC
$1.6M
HDHOME DEPOT INC
$1.6M
XLYSELECT SECTOR SPDR TR
$1.5M
COPCONOCOPHILLIPS
$1.5M
HEIHEICO CORP NEW
$1.4M
XLFSELECT SECTOR SPDR TR
$1.4M
BUFFINNOVATOR ETFS TRUST
$1.3M
SCHOSCHWAB STRATEGIC TR
$1.3M
TIPISHARES TR
$1.3M
QUALISHARES TR
$1.3M
WFCWELLS FARGO CO NEW
$1.3M
ADIANALOG DEVICES INC
$1.3M
IEMGISHARES INC
$1.2M
BSVVANGUARD BD INDEX FDS
$1.1M
FTECFIDELITY COVINGTON TRUST
$1.1M
VWOBVANGUARD WHITEHALL FDS
$1.1M
INTCINTEL CORP
$1.1M
LLYELI LILLY & CO
$1.1M
IWMISHARES TR
$1.1M
MNSTMONSTER BEVERAGE CORP NEW
$1.1M
FDVVFIDELITY COVINGTON TRUST
$1.1M
ABTABBOTT LABS
$1.0M
CARRCARRIER GLOBAL CORPORATION
$1.0M
GBTCGRAYSCALE BITCOIN TR BTC
$1.0M
PEPPEPSICO INC
$992K
XLFISELECT SECTOR SPDR TR
$971K
WMTWALMART INC
$946K
TRVTRAVELERS COMPANIES INC
$927K
SOFISOFI TECHNOLOGIES INC
$914K
MCDMCDONALDS CORP
$874K
HDVISHARES TR
$865K
IWVISHARES TR
$864K
USMVISHARES TR
$863K
ADSKAUTODESK INC
$854K
CITHE CIGNA GROUP
$816K
PJANINNOVATOR ETFS TRUST
$810K
ADPAUTOMATIC DATA PROCESSING IN
$806K
GQ9SPDR GOLD TR
$806K
XLISELECT SECTOR SPDR TR
$804K
CRMSALESFORCE INC
$801K
SBUXSTARBUCKS CORP
$784K
TMOTHERMO FISHER SCIENTIFIC INC
$779K
AMGNAMGEN INC
$766K
GSGOLDMAN SACHS GROUP INC
$761K
REGNREGENERON PHARMACEUTICALS
$747K
SLBSCHLUMBERGER LTD
$744K
PFEPFIZER INC
$737K
ZIONZIONS BANCORPORATION N A
$736K
MMSIMERIT MED SYS INC
$733K
TECLDIREXION SHS ETF TR
$732K
FBTCFIDELITY WISE ORIGIN BITCOIN
$720K
GMGENERAL MTRS CO
$719K
BACBANK AMERICA CORP
$718K
VBRVANGUARD INDEX FDS
$703K
ETNEATON CORP PLC
$694K
CSCOCISCO SYS INC
$688K
FLTBFIDELITY MERRIMACK STR TR
$686K
IBMINTERNATIONAL BUSINESS MACHS
$683K
MMM3M CO
$681K
HCAHCA HEALTHCARE INC
$681K
EFAISHARES TR
$675K
BXBLACKSTONE INC
$673K
FTVFORTIVE CORP
$666K
FCFRANKLIN COVEY CO
$664K
JJACOBS SOLUTIONS INC
$663K
FCOMFIDELITY COVINGTON TRUST
$658K
JMSTJ P MORGAN EXCHANGE TRADED F
$652K
COFCAPITAL ONE FINL CORP
$647K
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