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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 20 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VIKING HOLDINGS LTD 4,292.0 $449K 0.03% NEW $104.67
382 SO SOUTHERN CO Utilities 4,681.0 $448K 0.03% +191.0 +4.2% $95.71 -6.0%
383 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,509.0 $447K 0.03% +2K +1572.7% $178.23 +19.9%
384 TGT TARGET CORP Consumer Defensive 3,404.0 $445K 0.03% +292.0 +9.4% $130.59 +25.1%
385 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 17,102.0 $444K 0.03% -606.0 -3.4% $25.95 +34.6%
386 BSMQ INVESCO EXCH TRD SLF IDX FD 18,688.0 $440K 0.02% NEW $23.54 -0.2%
387 OMF ONEMAIN HLDGS INC Financial Services 7,181.0 $438K 0.02% +3K +80.3% $60.97 +3.7%
388 XLP SELECT SECTOR SPDR TR 5,255.0 $437K 0.02% -500.0 -8.7% $83.07 +4.2%
389 EME EMCOR GROUP INC Industrials 525.0 $436K 0.02% +168.0 +47.1% $830.44 -10.9%
390 XLU SELECT SECTOR SPDR TR 9,520.0 $432K 0.02% +2K +21.9% $45.34 -4.5%
391 WCN WASTE CONNECTIONS INC Industrials 2,578.0 $430K 0.02% NEW $166.71 -0.3%
392 FIDELITY COVINGTON TRUST 5,527.0 $427K 0.02% -63.0 -1.1% $77.25
393 EMLP FIRST TR EXCHANGE-TRADED FD 9,758.0 $424K 0.02% $43.50 +0.9%
394 TECHNIPFMC PLC 6,386.0 $423K 0.02% +101.0 +1.6% $66.30
395 MOH MOLINA HEALTHCARE INC Healthcare 1,834.0 $419K 0.02% NEW $228.72 -12.7%
396 SRLN SSGA ACTIVE ETF TR 10,383.0 $418K 0.02% -16K -60.8% $40.29 +0.9%
397 GIS GENERAL MILLS INC Consumer Defensive 11,970.0 $417K 0.02% +6K +104.1% $34.80 +14.3%
398 SRE SEMPRA Utilities 4,488.0 $416K 0.02% +933.0 +26.2% $92.71 -9.4%
399 FSTA FIDELITY COVINGTON TRUST 7,915.0 $416K 0.02% -875.0 -9.9% $52.54 +3.6%
400 CHRW PUT C H ROBINSON WORLDWIDE IN Industrials 2,200.0 $414K 0.02% NEW $188.34 -23.7%
Page 20 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%