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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 27 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IWO ISHARES TR 703.0 $277K 0.01% $393.96 -2.7%
522 AIT APPLIED INDL TECHNOLOGIES IN Industrials 814.0 $275K 0.01% NEW $338.19 +0.2%
523 V PUT VISA INC Financial Services 800.0 $274K 0.01% NEW $343.09 +11.5%
524 DKNG DRAFTKINGS INC NEW Consumer Cyclical 10,829.0 $274K 0.01% NEW $25.26 +2.8%
525 URI UNITED RENTALS INC Industrials 241.0 $273K 0.01% NEW $1132.95 -4.4%
526 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,260.0 $273K 0.01% NEW $216.60 -7.0%
527 RBRK RUBRIK INC. Technology 3,396.0 $273K 0.01% NEW $80.28 +22.1%
528 KEEL KEEL INFRASTRUCTURE CORP Technology 47,493.0 $273K 0.01% NEW $5.74 -43.4%
529 IMTM ISHARES TR 5,094.0 $272K 0.01% $53.33 +0.6%
530 KKR KKR & CO INC 2,955.0 $271K 0.01% -853.0 -22.4% $91.77
531 DTE DTE ENERGY CO Utilities 1,777.0 $271K 0.01% NEW $152.40 -11.0%
532 ILMN ILLUMINA INC Healthcare 1,539.0 $271K 0.01% NEW $175.88 +26.9%
533 IYJ ISHARES TR 1,618.0 $270K 0.01% $166.65 -1.3%
534 WMB WILLIAMS COS INC Energy 3,620.0 $269K 0.01% +218.0 +6.4% $74.34 -4.5%
535 BSX BOSTON SCIENTIFIC CORP Healthcare 6,292.0 $269K 0.01% -584.0 -8.5% $42.68 +14.8%
536 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 21,017.0 $268K 0.01% -273.0 -1.3% $12.76 +56.0%
537 PDEC INNOVATOR ETFS TRUST 5,830.0 $268K 0.01% -2K -22.7% $45.89 +1.9%
538 INNOVATOR ETFS TRUST 8,858.0 $265K 0.01% +519.0 +6.2% $29.97
539 ECL ECOLAB INC Basic Materials 948.0 $264K 0.01% -31.0 -3.2% $278.72 +3.0%
540 TFC TRUIST FINL CORP Financial Services 5,291.0 $264K 0.01% +654.0 +14.1% $49.82 +2.0%
Page 27 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%