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Portfolio (Quarterly) Guide ↗

Soltis Investment Advisors LLC

· CIK 0001802530
13F Portfolio $1.6B AUM 607 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 87 New 263 Added 161 Reduced 35 Exited
Page 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSCO TRACTOR SUPPLY CO Consumer Cyclical 12,120.0 $549K 0.04% NEW $45.30 -34.2%
22 GOOGL CALL ALPHABET INC Communication Services 1,900.0 $546K 0.03% NEW $287.56 +35.2%
23 STLD STEEL DYNAMICS INC Basic Materials 2,864.0 $515K 0.03% NEW $179.97 +39.2%
24 NOW PUT SERVICENOW INC Technology 4,600.0 $481K 0.03% NEW $104.55 -4.4%
25 CLS CELESTICA INC Technology 1,705.0 $480K 0.03% NEW $281.68 +31.7%
26 AZN ASTRAZENECA PLC Healthcare 2,421.0 $478K 0.03% NEW $197.23 -5.1%
27 XTJA INNOVATOR ETFS TRUST 14,203.0 $433K 0.03% NEW $30.47 +10.9%
28 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,410.0 $400K 0.03% NEW $166.05 +7.1%
29 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 2,300.0 $380K 0.02% NEW $165.34 +9.8%
30 AMZN PUT AMAZON COM INC Consumer Cyclical 1,800.0 $375K 0.02% NEW $208.27 +27.4%
31 AAPL CALL APPLE INC Technology 1,400.0 $355K 0.02% NEW $253.79 +21.5%
32 EOG EOG RES INC Energy 2,456.0 $355K 0.02% NEW $144.60 -5.8%
33 AON PUT AON PLC Financial Services 1,100.0 $355K 0.02% NEW $322.78 -1.1%
34 XLB SELECT SECTOR SPDR TR 6,862.0 $343K 0.02% NEW $49.97 +2.1%
35 SANDISK CORP 539.0 $343K 0.02% NEW $635.57
36 INNOVATOR ETFS TRUST 13,329.0 $334K 0.02% NEW $25.08
37 IWM CALL ISHARES TR 1,300.0 $322K 0.02% NEW $248.00 +17.1%
38 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,133.0 $300K 0.02% NEW $72.69 +7.3%
39 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 300.0 $299K 0.02% NEW $996.43 +0.7%
40 SPYM SPDR SERIES TRUST 3,867.0 $296K 0.02% NEW $76.54 +15.4%
Page 2 of 5  ·  87 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 31.1%
Financial Services 13.0%
Consumer Cyclical 10.8%
Industrials 9.8%
Healthcare 8.2%
Communication Services 6.7%
Consumer Defensive 5.9%
Energy 5.8%
Real Estate 3.6%
Utilities 2.8%