Soltis Investment Advisors LLC Q4 2024 Filing

Filed January 29, 2025

Portfolio Value

$1.1B

Holdings

372

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (372 positions)

StockValue
MSFTMICROSOFT CORP
$69.3M
AAPLAPPLE INC
$60.3M
NVDANVIDIA CORPORATION
$36.3M
SNFCASECURITY NATL FINL CORP
$31.6M
AMZNAMAZON COM INC
$26.9M
IVVISHARES TR
$26.4M
JPSTJ P MORGAN EXCHANGE TRADED F
$24.5M
IJHISHARES TR
$19.5M
APOCINNOVATOR ETFS TRUST
$19.2M
SPYSPDR S&P 500 ETF TR
$18.9M
BNDVANGUARD BD INDEX FDS
$18.9M
IVOOVANGUARD ADMIRAL FDS INC
$16.5M
GOOGLALPHABET INC
$14.3M
METAMETA PLATFORMS INC
$12.1M
NDQINVESCO QQQ TR
$11.7M
CVXCHEVRON CORP NEW
$11.5M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$10.9M
UNHUNITEDHEALTH GROUP INC
$10.8M
TSLATESLA INC
$10.4M
AVGOBROADCOM INC
$9.9M
SCHFSCHWAB STRATEGIC TR
$9.7M
NFLXNETFLIX INC
$9.3M
VTEBVANGUARD MUN BD FDS
$8.2M
TRVCCITIGROUP INC
$8.2M
JPMJPMORGAN CHASE & CO.
$8.0M
ENBENBRIDGE INC
$7.7M
IJRISHARES TR
$7.7M
XOMEXXON MOBIL CORP
$7.5M
OREALTY INCOME CORP
$7.4M
RCREADY CAPITAL CORP
$7.4M
ETRENTERGY CORP NEW
$7.3M
HSYHERSHEY CO
$7.1M
RIORIO TINTO PLC
$7.1M
MDTMEDTRONIC PLC
$6.9M
LMTLOCKHEED MARTIN CORP
$6.8M
AMTAMERICAN TOWER CORP NEW
$6.4M
GLWCORNING INC
$6.4M
KRKROGER CO
$6.4M
KOCOCA COLA CO
$6.2M
BACVERIZON COMMUNICATIONS INC
$6.2M
APDAIR PRODS & CHEMS INC
$6.2M
FCTRFIRST TR EXCHANGE-TRADED FD
$6.1M
VOOVANGUARD INDEX FDS
$6.1M
VVISA INC
$6.1M
ACNACCENTURE PLC IRELAND
$6.0M
IVWISHARES TR
$5.9M
ANETARISTA NETWORKS INC
$5.9M
GBCIGLACIER BANCORP INC NEW
$5.9M
PGPROCTER AND GAMBLE CO
$5.8M
VWOVANGUARD INTL EQUITY INDEX F
$5.8M
XLKSELECT SECTOR SPDR TR
$5.8M
AEPAMERICAN ELEC PWR CO INC
$5.8M
BXBLACKSTONE INC
$5.7M
MAMASTERCARD INCORPORATED
$5.5M
LYBLYONDELLBASELL INDUSTRIES N
$5.4M
ORCLORACLE CORP
$5.4M
AMATAPPLIED MATLS INC
$5.3M
GOOGALPHABET INC
$5.2M
JNJJOHNSON & JOHNSON
$5.2M
SPYGSPDR SER TR
$5.1M
BABOEING CO
$5.0M
ADSKAUTODESK INC
$4.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.9M
ALTLPACER FDS TR
$4.8M
IVEISHARES TR
$4.7M
GPCGENUINE PARTS CO
$4.6M
ITOTISHARES TR
$4.5M
LRCXLAM RESEARCH CORP
$4.5M
FISVFISERV INC
$4.3M
ESEVERSOURCE ENERGY
$4.2M
COPCONOCOPHILLIPS
$4.1M
VTIVANGUARD INDEX FDS
$4.1M
GDGENERAL DYNAMICS CORP
$4.1M
VONVVANGUARD SCOTTSDALE FDS
$4.1M
SPGSIMON PPTY GROUP INC NEW
$4.0M
UPSUNITED PARCEL SERVICE INC
$4.0M
TMOTHERMO FISHER SCIENTIFIC INC
$4.0M
ASMLASML HOLDING N V
$3.9M
FBNDFIDELITY MERRIMACK STR TR
$3.8M
VCSHVANGUARD SCOTTSDALE FDS
$3.7M
ADBEADOBE INC
$3.7M
IXUSISHARES TR
$3.7M
ABBVABBVIE INC
$3.7M
AQLTISHARES TR
$3.7M
EVRGEVERGY INC
$3.6M
IJTISHARES TR
$3.5M
STIPISHARES TR
$3.4M
NETCLOUDFLARE INC
$3.4M
SCHDSCHWAB STRATEGIC TR
$3.4M
VGTVANGUARD WORLD FD
$3.3M
EQREQUITY RESIDENTIAL
$3.3M
PTLCPACER FDS TR
$3.3M
KVUEKENVUE INC
$3.2M
VNQVANGUARD INDEX FDS
$3.2M
IJSISHARES TR
$3.1M
LLYELI LILLY & CO
$3.1M
IWFISHARES TR
$3.0M
NKENIKE INC
$3.0M
IJKISHARES TR
$3.0M
WSMWILLIAMS SONOMA INC
$2.9M
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