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Portfolio (Quarterly) Guide ↗

Soltis Investment Advisors LLC

· CIK 0001802530
13F Portfolio $1.8B AUM 688 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 120 New 270 Added 186 Reduced 52 Exited
Page 3 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVE ISHARES TR 37,361.0 $8.5M 0.47% +2K +4.6% $227.06 +4.7%
42 GPC GENUINE PARTS CO Consumer Cyclical 69,906.0 $8.2M 0.46% +15K +27.1% $117.98 +15.0%
43 VTEB VANGUARD MUN BD FDS 161,978.0 $8.2M 0.46% +11K +7.5% $50.58 -2.1%
44 CSCO CISCO SYS INC Technology 68,204.0 $8.0M 0.45% +51K +285.4% $117.46 -6.2%
45 AMCOR PLC 184,365.0 $8.0M 0.45% +98K +113.6% $43.35
46 UPS UNITED PARCEL SVCS INC Industrials 73,615.0 $7.9M 0.44% +4K +5.4% $107.50 -4.4%
47 ANET ARISTA NETWORKS INC Technology 45,713.0 $7.8M 0.43% +10K +29.8% $169.88 +10.8%
48 BERKSHIRE HATHAWAY INC DEL 13,997.0 $7.0M 0.39% +2K +14.6% $500.40
49 LLY ELI LILLY & CO Healthcare 5,809.0 $7.0M 0.39% +891.0 +18.1% $1199.49 +4.0%
50 GD GENERAL DYNAMICS CORP Industrials 19,136.0 $6.8M 0.38% +718.0 +3.9% $354.23 +8.3%
51 V VISA INC Financial Services 19,297.0 $6.6M 0.37% +6K +41.2% $343.09 +11.5%
52 ACN ACCENTURE PLC IRELAND Technology 51,866.0 $6.5M 0.36% +35K +214.3% $124.44 +49.9%
53 JEPI J P MORGAN EXCHANGE TRADED F 114,039.0 $6.4M 0.36% +44K +63.0% $56.48 +2.9%
54 MCK MCKESSON CORP Healthcare 8,309.0 $6.3M 0.35% +147.0 +1.8% $755.62 +15.6%
55 MRK MERCK & CO INC Healthcare 48,517.0 $6.2M 0.35% +1K +2.5% $128.50 +17.3%
56 SPG SIMON PPTY GROUP INC NEW Real Estate 27,851.0 $6.2M 0.35% +2K +5.8% $223.65 -1.3%
57 ZTS ZOETIS INC Healthcare 81,772.0 $5.9M 0.33% +25K +44.0% $71.86 +7.4%
58 CDX SIMPLIFY EXCHANGE TRADED FUN 273,003.0 $5.8M 0.32% +101K +58.7% $21.12 -1.8%
59 WMT WALMART INC Consumer Defensive 50,617.0 $5.7M 0.32% +2K +3.4% $113.26 -6.0%
60 NOC NORTHROP GRUMMAN CORP Industrials 10,892.0 $5.5M 0.31% +262.0 +2.5% $509.30 +7.9%
Page 3 of 14  ·  270 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.0%
Financial Services 11.6%
Consumer Cyclical 9.9%
Industrials 9.6%
Healthcare 8.4%
Communication Services 5.5%
Consumer Defensive 5.4%
Energy 4.2%
Real Estate 3.8%
Utilities 3.1%