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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 11 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PANW PALO ALTO NETWORKS INC Technology 4,071.0 $1.4M 0.08% +1K +41.8% $341.01 +2.9%
202 SCHP SCHWAB STRATEGIC TR 51,917.0 $1.4M 0.08% -6K -10.2% $26.50 -1.9%
203 DAL DELTA AIR LINES INC Industrials 14,643.0 $1.4M 0.08% -7K -31.8% $93.66 -11.9%
204 AXP AMERICAN EXPRESS CO Financial Services 4,008.0 $1.4M 0.07% -254.0 -6.0% $338.28 -0.3%
205 XLV SELECT SECTOR SPDR TR 8,448.0 $1.3M 0.07% -463.0 -5.2% $158.65 +10.1%
206 LIN LINDE PLC Basic Materials 2,549.0 $1.3M 0.07% +167.0 +7.0% $519.03 -5.6%
207 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 20,257.0 $1.3M 0.07% -2K -7.2% $64.45 +2.0%
208 HEICO CORP NEW 5,049.0 $1.3M 0.07% -172.0 -3.3% $257.89
209 BITWISE FUNDS TRUST 51,064.0 $1.3M 0.07% -3K -5.7% $24.50
210 FELG FIDELITY COVINGTON TRUST 28,532.0 $1.2M 0.07% $43.75 -0.7%
211 CL COLGATE PALMOLIVE CO Consumer Defensive 13,449.0 $1.2M 0.07% +2K +16.1% $91.68 +1.0%
212 ABT ABBOTT LABORATORIES Healthcare 13,495.0 $1.2M 0.07% +5K +66.4% $90.74 +28.6%
213 FIDI FIDELITY COVINGTON TRUST 44,586.0 $1.2M 0.07% +35K +369.6% $27.37 +8.2%
214 USMV ISHARES TR 12,585.0 $1.2M 0.07% $96.46 +5.3%
215 AXIL AXIL BRANDS INC Consumer Defensive 180,002.0 $1.2M 0.07% $6.70 -4.8%
216 JMST J P MORGAN EXCHANGE TRADED F 23,550.0 $1.2M 0.07% +5K +28.3% $51.00 -0.1%
217 XLC SELECT SECTOR SPDR TR 11,040.0 $1.2M 0.07% $107.13 +4.8%
218 SNOW SNOWFLAKE INC Technology 4,588.0 $1.2M 0.07% +501.0 +12.3% $254.48 +26.8%
219 PSEP INNOVATOR ETFS TRUST 25,306.0 $1.2M 0.07% -740.0 -2.8% $46.05 +1.6%
220 MO ALTRIA GROUP INC Consumer Defensive 16,181.0 $1.2M 0.07% +857.0 +5.6% $71.95 -4.8%
Page 11 of 33  ·  648 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%