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
SLBSCHLUMBERGER LTD
$693K
LUVSOUTHWEST AIRLS CO
$686K
GMGENERAL MTRS CO
$682K
SOFISOFI TECHNOLOGIES INC
$676K
JJACOBS SOLUTIONS INC
$670K
TECLDIREXION SHS ETF TR
$667K
MMM3M CO
$661K
JAJLINNOVATOR ETFS TRUST
$655K
NOWSERVICENOW INC
$652K
JMSTJ P MORGAN EXCHANGE TRADED F
$649K
CITHE CIGNA GROUP
$647K
AXPAMERICAN EXPRESS CO
$646K
SHOPSHOPIFY INC
$645K
CSCOCISCO SYS INC
$642K
VIOOVANGUARD ADMIRAL FDS INC
$620K
SCHGSCHWAB STRATEGIC TR
$619K
PAUGINNOVATOR ETFS TRUST
$616K
EFAISHARES TR
$609K
FLTBFIDELITY MERRIMACK STR TR
$608K
AMGNAMGEN INC
$608K
TMUST-MOBILE US INC
$604K
FTVFORTIVE CORP
$602K
AXILAXIL BRANDS INC
$598K
XSDSPDR SER TR
$596K
CATCATERPILLAR INC
$591K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$591K
FCFRANKLIN COVEY CO
$590K
DALDELTA AIR LINES INC DEL
$588K
CLXCLOROX CO DEL
$566K
OTISOTIS WORLDWIDE CORP
$562K
IWBISHARES TR
$526K
EWEDWARDS LIFESCIENCES CORP
$525K
EXPDEXPEDITORS INTL WASH INC
$522K
LOWLOWES COS INC
$514K
BLVVANGUARD BD INDEX FDS
$510K
BLKBLACKROCK INC
$509K
NSCNORFOLK SOUTHN CORP
$507K
HCAHCA HEALTHCARE INC
$504K
CRWDCROWDSTRIKE HLDGS INC
$504K
MFINMEDALLION FINL CORP
$500K
PDECINNOVATOR ETFS TRUST
$496K
UNPUNION PAC CORP
$486K
SYKSTRYKER CORPORATION
$486K
REGNREGENERON PHARMACEUTICALS
$482K
EMLPFIRST TR EXCHANGE-TRADED FD
$482K
ETHWBITWISE ETHEREUM ETF
$469K
BITQEXCHANGE TRADED CONCEPTS TRU
$469K
BNDXVANGUARD CHARLOTTE FDS
$467K
BMYBRISTOL-MYERS SQUIBB CO
$444K
IWDISHARES TR
$441K
PFEPFIZER INC
$440K
TJXTJX COS INC NEW
$428K
CMCSACOMCAST CORP NEW
$425K
PHPARKER-HANNIFIN CORP
$413K
DWDMORGAN STANLEY
$407K
FSTAFIDELITY COVINGTON TRUST
$399K
PSXPHILLIPS 66
$394K
AMDADVANCED MICRO DEVICES INC
$393K
SCHVSCHWAB STRATEGIC TR
$391K
VEUVANGUARD INTL EQUITY INDEX F
$389K
FCXFREEPORT-MCMORAN INC
$384K
UAPRINNOVATOR ETFS TRUST
$382K
BBYBEST BUY INC
$377K
CBCHUBB LIMITED
$375K
FSKFS KKR CAP CORP
$369K
SPYVSPDR SER TR
$366K
IEURISHARES TR
$360K
DUKDUKE ENERGY CORP NEW
$359K
DHRDANAHER CORPORATION
$355K
USBUS BANCORP DEL
$350K
NEENEXTERA ENERGY INC
$347K
AQLTISHARES TR
$344K
ZTSZOETIS INC
$343K
VNTVONTIER CORPORATION
$341K
PCARPACCAR INC
$341K
POOLPOOL CORP
$325K
XFEBFIRST TR EXCH TRADED FD III
$323K
FHLCFIDELITY COVINGTON TRUST
$322K
EMREMERSON ELEC CO
$318K
ZSEPINNOVATOR ETFS TRUST
$315K
HALHALLIBURTON CO
$315K
VIGIVANGUARD WHITEHALL FDS
$314K
APPAPPLOVIN CORP
$308K
DEDEERE & CO
$308K
VRTXVERTEX PHARMACEUTICALS INC
$307K
ISRGINTUITIVE SURGICAL INC
$304K
CCLCARNIVAL CORP
$301K
MOALTRIA GROUP INC
$301K
4I1PHILIP MORRIS INTL INC
$300K
TXTTEXTRON INC
$300K
UNOVINNOVATOR ETFS TRUST
$289K
INTUINTUIT
$286K
ACWXISHARES TR
$286K
PHYS/USPROTT PHYSICAL GOLD TR
$285K
EQIXEQUINIX INC
$283K
VOEVANGUARD INDEX FDS
$282K
IAU*ISHARES GOLD TR
$282K
TXNTEXAS INSTRS INC
$281K
VBKVANGUARD INDEX FDS
$279K
BKNGBOOKING HOLDINGS INC
$276K
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