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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 9 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VOOG VANGUARD ADMIRAL FDS INC 8,401.0 $694K 0.04% +7K +494.6% $82.62 +0.9%
162 DE DEERE & CO Industrials 1,091.0 $692K 0.04% +20.0 +1.9% $634.44 -0.9%
163 VEU VANGUARD INTL EQUITY INDEX F 7,812.0 $654K 0.04% +138.0 +1.8% $83.75 +2.6%
164 PFE PFIZER INC Healthcare 26,981.0 $650K 0.04% +5K +25.2% $24.08 +18.2%
165 EIX EDISON INTL Utilities 8,713.0 $649K 0.04% +2K +23.7% $74.45 -0.2%
166 IWD ISHARES TR 2,672.0 $648K 0.04% +17.0 +0.6% $242.39 +6.5%
167 CNC CENTENE CORP DEL Healthcare 10,045.0 $645K 0.04% +2K +28.6% $64.19 +1.5%
168 TER TERADYNE INC Technology 1,323.0 $640K 0.04% +424.0 +47.2% $483.79 -24.0%
169 TRGP TARGA RES CORP Energy 2,387.0 $640K 0.04% +44.0 +1.9% $268.13 +8.3%
170 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 3,500.0 $633K 0.04% +1K +52.2% $180.91 +6.6%
171 USB US BANCORP Financial Services 9,966.0 $602K 0.03% +768.0 +8.3% $60.40 +3.2%
172 VLO VALERO ENERGY CORP Energy 2,282.0 $594K 0.03% +525.0 +29.9% $260.47 +32.6%
173 SCHW SCHWAB CHARLES CORP Financial Services 6,337.0 $585K 0.03% +550.0 +9.5% $92.28 +22.0%
174 PGR PROGRESSIVE CORP Financial Services 2,583.0 $564K 0.03% +96.0 +3.9% $218.42 +1.3%
175 APP APPLOVIN CORP Technology 1,093.0 $563K 0.03% +66.0 +6.4% $515.00 -40.6%
176 PCG PG&E CORP Utilities 33,284.0 $560K 0.03% +7K +25.5% $16.82 +7.8%
177 IAU ISHARES GOLD TR Financial Services 7,374.0 $557K 0.03% +51.0 +0.7% $75.50 +15.6%
178 EOG EOG RES INC Energy 4,264.0 $553K 0.03% +2K +73.6% $129.73 +13.9%
179 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,094.0 $544K 0.03% +135.0 +14.1% $496.88 +11.6%
180 WELL WELLTOWER INC Real Estate 2,362.0 $536K 0.03% +712.0 +43.1% $226.95 +5.9%
Page 9 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%