Soltis Investment Advisors LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.4B

Holdings

475

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (475 positions)

StockValue
IWVISHARES TR
$1.0M
VBRVANGUARD INDEX FDS
$996K
INTUINTUIT
$982K
AXILAXIL BRANDS INC
$977K
MUBISHARES TR
$972K
MOALTRIA GROUP INC
$970K
USMVISHARES TR
$957K
JEPQJ P MORGAN EXCHANGE TRADED F
$948K
UBERUBER TECHNOLOGIES INC
$914K
LINLINDE PLC
$911K
DDTOINNOVATOR ETFS TRUST
$910K
ACPABRDN INCOME CREDIT STRATEGI
$904K
HDVISHARES TR
$889K
ISEPINNOVATOR ETFS TRUST
$876K
CITHE CIGNA GROUP
$876K
DISDISNEY WALT CO
$871K
NEENEXTERA ENERGY INC
$865K
DWDMORGAN STANLEY
$863K
MUMICRON TECHNOLOGY INC
$862K
TIPISHARES TR
$856K
CLCOLGATE PALMOLIVE CO
$852K
AONAON PLC
$845K
MCDMCDONALDS CORP
$845K
VWOBVANGUARD WHITEHALL FDS
$835K
PJANINNOVATOR ETFS TRUST
$821K
FCOMFIDELITY COVINGTON TRUST
$819K
TMUST-MOBILE US INC
$812K
HCAHCA HEALTHCARE INC
$810K
BLKBLACKROCK INC
$804K
SLVISHARES SILVER TR
$789K
DUKDUKE ENERGY CORP NEW
$786K
BGXBLACKSTONE LONG SHORT CR INC
$776K
TMOTHERMO FISHER SCIENTIFIC INC
$775K
AQLTISHARES TR
$772K
CARRCARRIER GLOBAL CORPORATION
$771K
FISVFISERV INC
$769K
FIXCOMFORT SYS USA INC
$760K
HONHONEYWELL INTL INC
$759K
SYKSTRYKER CORPORATION
$755K
BRK-BBERKSHIRE HATHAWAY INC DEL
$754K
SPYGSPDR SERIES TRUST
$749K
DGROISHARES TR
$748K
BLVVANGUARD BD INDEX FDS
$743K
LOWLOWES COS INC
$738K
VFMOVANGUARD WELLINGTON FD
$736K
XSDSPDR SERIES TRUST
$735K
JJACOBS SOLUTIONS INC
$730K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$728K
NSCNORFOLK SOUTHN CORP
$726K
XLISELECT SECTOR SPDR TR
$715K
SCHGSCHWAB STRATEGIC TR
$699K
NOWSERVICENOW INC
$696K
GMGENERAL MTRS CO
$696K
JVALJ P MORGAN EXCHANGE TRADED F
$692K
FDISFIDELITY COVINGTON TRUST
$689K
VIOOVANGUARD ADMIRAL FDS INC
$682K
SMHVANECK ETF TRUST
$682K
BXBLACKSTONE INC
$682K
APPAPPLOVIN CORP
$681K
UNPUNION PAC CORP
$663K
IWBISHARES TR
$659K
TJXTJX COS INC NEW
$659K
XFEBFIRST TR EXCH TRADED FD III
$654K
XLESELECT SECTOR SPDR TR
$651K
SNOWSNOWFLAKE INC
$651K
VEUVANGUARD INTL EQUITY INDEX F
$648K
TAT&T INC
$646K
EFAISHARES TR
$644K
MMM3M CO
$642K
RABROOKFIELD REAL ASSETS INCOM
$639K
GDLCGRAYSCALE COINDESK CRYPTO
$637K
MMSIMERIT MED SYS INC
$624K
FLTBFIDELITY MERRIMACK STR TR
$621K
DALDELTA AIR LINES INC DEL
$608K
PAUGINNOVATOR ETFS TRUST
$606K
VYMVANGUARD WHITEHALL FDS
$596K
RYROYAL BK CDA
$595K
DFUSDIMENSIONAL ETF TRUST
$588K
DDTSINNOVATOR ETFS TRUST
$584K
BNDXVANGUARD CHARLOTTE FDS
$573K
XLFISELECT SECTOR SPDR TR
$566K
EXPDEXPEDITORS INTL WASH INC
$552K
PHPARKER-HANNIFIN CORP
$546K
IAU*ISHARES GOLD TR
$542K
OTISOTIS WORLDWIDE CORP
$541K
EWEDWARDS LIFESCIENCES CORP
$533K
DHRDANAHER CORPORATION
$532K
QGRWWISDOMTREE TR
$531K
MFINMEDALLION FINL CORP
$523K
PFEPFIZER INC
$521K
JMSTJ P MORGAN EXCHANGE TRADED F
$517K
SVOLSIMPLIFY EXCHANGE TRADED FUN
$516K
ICEINTERCONTINENTAL EXCHANGE IN
$514K
ILCBISHARES TR
$508K
APHAMPHENOL CORP NEW
$507K
DEDEERE & CO
$507K
VSSVANGUARD INTL EQUITY INDEX F
$502K
MDLZMONDELEZ INTL INC
$502K
TRGPTARGA RES CORP
$496K
TXNTEXAS INSTRS INC
$493K
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