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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 16 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DE DEERE & CO Industrials 1,091.0 $692K 0.04% +20.0 +1.9% $634.44 +0.0%
302 CVS CVS HEALTH CORP Healthcare 6,619.0 $685K 0.04% -2K -19.6% $103.45 -8.8%
303 HCA HCA HEALTHCARE INC Healthcare 1,749.0 $682K 0.04% -205.0 -10.5% $389.87 +9.6%
304 GOOGL CALL ALPHABET INC Communication Services 1,900.0 $679K 0.04% $357.37 -4.3%
305 VYM VANGUARD WHITEHALL FDS 4,258.0 $673K 0.04% -510.0 -10.7% $158.01 +4.4%
306 DFUS DIMENSIONAL ETF TRUST 8,177.0 $670K 0.04% $81.94 +2.1%
307 VEU VANGUARD INTL EQUITY INDEX F 7,812.0 $654K 0.04% +138.0 +1.8% $83.75 +2.4%
308 STLD STEEL DYNAMICS INC Basic Materials 2,850.0 $654K 0.04% $229.44 +2.8%
309 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19,613.0 $653K 0.04% -1K -6.7% $33.29 +33.6%
310 PFE PFIZER INC Healthcare 26,981.0 $650K 0.04% +5K +25.2% $24.08 +17.5%
311 BUFR FIRST TR EXCHNG TRADED FD VI 17,758.0 $649K 0.04% $36.53 +2.2%
312 EIX EDISON INTL Utilities 8,713.0 $649K 0.04% +2K +23.7% $74.45 +0.1%
313 BLK BLACKROCK INC Financial Services 674.0 $648K 0.04% -20.0 -2.9% $961.65 +22.0%
314 IWD ISHARES TR 2,672.0 $648K 0.04% +17.0 +0.6% $242.39 +6.6%
315 CNC CENTENE CORP DEL Healthcare 10,045.0 $645K 0.04% +2K +28.6% $64.19 +2.0%
316 TER TERADYNE INC Technology 1,323.0 $640K 0.04% +424.0 +47.2% $483.79 -24.9%
317 TRGP TARGA RES CORP Energy 2,387.0 $640K 0.04% +44.0 +1.9% $268.13 +9.7%
318 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 3,500.0 $633K 0.04% +1K +52.2% $180.91 +7.3%
319 GILD GILEAD SCIENCES INC Healthcare 4,981.0 $629K 0.04% -48.0 -0.9% $126.33 +17.2%
320 LOW LOWES COS INC Consumer Cyclical 2,828.0 $623K 0.04% -555.0 -16.4% $220.47 -4.6%
Page 16 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%