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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 1 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 254,423.0 $73.6M 4.10% -13K -4.9% $289.36 +7.3%
2 AMZN AMAZON COM INC Consumer Cyclical 166,333.0 $39.6M 2.21% -8K -4.5% $238.34 +10.0%
3 IVV ISHARES TR 46,281.0 $34.7M 1.93% -1K -2.9% $748.90 +2.4%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 40,543.0 $30.3M 1.69% -32K -43.8% $746.77 +2.2%
5 IJH ISHARES TR 299,852.0 $23.1M 1.29% -2K -0.7% $77.11 -1.2%
6 J P MORGAN EXCHANGE TRADED F 374,519.0 $18.9M 1.05% -6K -1.6% $50.57
7 TSLA TESLA INC Consumer Cyclical 42,742.0 $18.0M 1.00% -943.0 -2.2% $420.60 -17.0%
8 QQQ INVESCO QQQ TR Financial Services 21,594.0 $15.9M 0.89% -973.0 -4.3% $736.40 -4.1%
9 CVX CHEVRON CORPORATION Energy 71,868.0 $11.9M 0.66% -5K -5.9% $165.76 +22.5%
10 IJR ISHARES TR 70,134.0 $10.4M 0.58% -659.0 -0.9% $148.31 -1.0%
11 ENTERGY CORP NEW 80,942.0 $9.3M 0.52% -17K -17.0% $114.86
12 NKE NIKE INC Consumer Cyclical 201,634.0 $8.3M 0.46% -18K -8.2% $41.05 -0.7%
13 NET CLOUDFLARE INC Technology 32,451.0 $8.0M 0.44% -2K -6.3% $245.28 +14.3%
14 INNOVATOR ETFS TRUST 296,887.0 $7.8M 0.43% -43K -12.6% $26.28
15 SLB SLB LIMITED Energy 163,324.0 $7.6M 0.42% -40K -19.8% $46.49 +16.2%
16 XOM EXXON MOBIL CORP Energy 46,293.0 $6.3M 0.35% -5K -10.1% $136.72 +20.0%
17 IVOO VANGUARD ADMIRAL FDS INC 46,703.0 $6.1M 0.34% -5K -8.9% $130.40 -1.1%
18 SHW SHERWIN WILLIAMS CO Basic Materials 17,437.0 $6.0M 0.33% -93.0 -0.5% $344.32 +0.7%
19 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 58,346.0 $5.4M 0.30% -1K -2.1% $92.09 -1.5%
20 ALTL PACER FDS TR 101,376.0 $5.2M 0.29% -636.0 -0.6% $51.31 -8.2%
Page 1 of 10  ·  186 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%