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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 12 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VUG VANGUARD INDEX FDS 13,398.0 $1.2M 0.06% +11K +514.0% $86.14 +1.5%
222 UBER UBER TECHNOLOGIES INC Technology 15,949.0 $1.2M 0.06% -121.0 -0.8% $72.16 +11.4%
223 TJX TJX COS INC NEW Consumer Cyclical 7,536.0 $1.1M 0.06% +523.0 +7.5% $151.50 -7.9%
224 IWV ISHARES TR 2,651.0 $1.1M 0.06% $426.43 +2.3%
225 AIQ GLOBAL X FDS 17,214.0 $1.1M 0.06% +8K +84.9% $65.61 -3.9%
226 CARR CARRIER GLOBAL CORPORATION Industrials 15,338.0 $1.1M 0.06% +961.0 +6.7% $73.35 -20.2%
227 SCHB SCHWAB STRATEGIC TR 38,731.0 $1.1M 0.06% -971.0 -2.5% $28.96 +2.2%
228 QQQM INVESCO EXCH TRADED FD TR II 3,622.0 $1.1M 0.06% +2K +101.1% $302.98 -3.4%
229 CB CHUBB LIMITED Financial Services 3,194.0 $1.1M 0.06% +122.0 +4.0% $340.75 +0.7%
230 XAIX DBX ETF TR 18,807.0 $1.1M 0.06% +13K +241.8% $57.55 -3.7%
231 NEE NEXTERA ENERGY INC Utilities 12,312.0 $1.1M 0.06% -421.0 -3.3% $87.77 -4.0%
232 SLV ISHARES SILVER TR Financial Services 20,184.0 $1.1M 0.06% -720.0 -3.4% $53.47 +16.6%
233 PNC PNC FINL SVCS GROUP INC Financial Services 4,355.0 $1.1M 0.06% +929.0 +27.1% $246.24 -0.9%
234 CRM SALESFORCE INC Technology 6,769.0 $1.1M 0.06% +489.0 +7.8% $156.66 +31.3%
235 XLF SELECT SECTOR SPDR TR 19,621.0 $1.1M 0.06% -12K -37.1% $53.61 +8.8%
236 APH AMPHENOL CORP Technology 5,945.0 $1.0M 0.06% -660.0 -10.0% $176.31 -9.9%
237 CMI CUMMINS INC Industrials 1,466.0 $1.0M 0.06% +176.0 +13.6% $712.98 -19.7%
238 SPACE EXPLORATION TECHN CORP 6,065.0 $1.0M 0.06% NEW $170.85
239 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,622.0 $1.0M 0.06% -352.0 -7.1% $223.94 +26.3%
240 PSX PHILLIPS 66 Energy 5,937.0 $1.0M 0.06% +297.0 +5.3% $169.06 +40.1%
Page 12 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%