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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 7 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CL COLGATE PALMOLIVE CO Consumer Defensive 13,449.0 $1.2M 0.07% +2K +16.1% $91.68 +1.0%
122 ABT ABBOTT LABORATORIES Healthcare 13,495.0 $1.2M 0.07% +5K +66.4% $90.74 +28.6%
123 FIDI FIDELITY COVINGTON TRUST 44,586.0 $1.2M 0.07% +35K +369.6% $27.37 +8.2%
124 JMST J P MORGAN EXCHANGE TRADED F 23,550.0 $1.2M 0.07% +5K +28.3% $51.00 -0.1%
125 SNOW SNOWFLAKE INC Technology 4,588.0 $1.2M 0.07% +501.0 +12.3% $254.48 +26.8%
126 MO ALTRIA GROUP INC Consumer Defensive 16,181.0 $1.2M 0.07% +857.0 +5.6% $71.95 -4.8%
127 VUG VANGUARD INDEX FDS 13,398.0 $1.2M 0.06% +11K +514.0% $86.14 +0.9%
128 TJX TJX COS INC NEW Consumer Cyclical 7,536.0 $1.1M 0.06% +523.0 +7.5% $151.50 -7.1%
129 AIQ GLOBAL X FDS 17,214.0 $1.1M 0.06% +8K +84.9% $65.61 -5.0%
130 CARR CARRIER GLOBAL CORPORATION Industrials 15,338.0 $1.1M 0.06% +961.0 +6.7% $73.35 -18.2%
131 QQQM INVESCO EXCH TRADED FD TR II 3,622.0 $1.1M 0.06% +2K +101.1% $302.98 -4.0%
132 CB CHUBB LIMITED Financial Services 3,194.0 $1.1M 0.06% +122.0 +4.0% $340.75 +1.5%
133 XAIX DBX ETF TR 18,807.0 $1.1M 0.06% +13K +241.8% $57.55 -4.4%
134 PNC PNC FINL SVCS GROUP INC Financial Services 4,355.0 $1.1M 0.06% +929.0 +27.1% $246.24 -1.0%
135 CRM SALESFORCE INC Technology 6,769.0 $1.1M 0.06% +489.0 +7.8% $156.66 +33.5%
136 CMI CUMMINS INC Industrials 1,466.0 $1.0M 0.06% +176.0 +13.6% $712.98 -19.8%
137 PSX PHILLIPS 66 Energy 5,937.0 $1.0M 0.06% +297.0 +5.3% $169.06 +43.1%
138 AON AON PLC Financial Services 3,010.0 $998K 0.06% +1K +51.6% $331.68 +8.3%
139 HDV ISHARES TR 35,752.0 $980K 0.06% +29K +395.6% $27.41 +9.2%
140 DIA STATE STR SPDR DOW JONES IND Financial Services 1,862.0 $973K 0.05% +85.0 +4.8% $522.42 +2.1%
Page 7 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%