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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 3 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVW ISHARES TR 75,057.0 $10.3M 0.57% +2K +2.5% $137.53 +0.3%
42 CAT CATERPILLAR INC Industrials 9,392.0 $10.0M 0.56% +285.0 +3.1% $1064.89 -23.8%
43 HSY HERSHEY CO Consumer Defensive 55,484.0 $9.7M 0.54% +7K +15.2% $175.45 +8.3%
44 RIO RIO TINTO PLC Basic Materials 102,427.0 $9.7M 0.54% +6K +5.8% $94.93 +10.4%
45 AMT AMERICAN TOWER CORP Real Estate 58,660.0 $9.6M 0.53% +5K +9.3% $163.57 +9.1%
46 PEP PEPSICO INC Consumer Defensive 70,806.0 $9.6M 0.53% +4K +6.7% $135.40 +6.8%
47 EQR EQUITY RESIDENTIAL Real Estate 138,790.0 $9.4M 0.53% +9K +6.7% $67.93 -6.3%
48 PG PROCTER & GAMBLE CO Consumer Defensive 64,039.0 $9.4M 0.52% +2K +3.4% $146.64 -0.0%
49 ENTERGY CORP NEW 80,942.0 $9.3M 0.52% -17K -17.0% $114.86
50 ABBV ABBVIE INC Healthcare 35,875.0 $9.0M 0.50% +2K +6.5% $251.64 +5.1%
51 ASML ASML HLDG NV Technology 4,466.0 $8.9M 0.49% +207.0 +4.9% $1989.63 -12.5%
52 VZ VERIZON COMMUNICATIONS INC Communication Services 205,551.0 $8.7M 0.48% +13K +7.0% $42.34 +18.4%
53 ES EVERSOURCE ENERGY Utilities 118,065.0 $8.5M 0.47% +13K +12.4% $72.27 -1.4%
54 IVE ISHARES TR 37,361.0 $8.5M 0.47% +2K +4.6% $227.06 +4.7%
55 NKE NIKE INC Consumer Cyclical 201,634.0 $8.3M 0.46% -18K -8.2% $41.05 -0.7%
56 GPC GENUINE PARTS CO Consumer Cyclical 69,906.0 $8.2M 0.46% +15K +27.1% $117.98 +15.0%
57 VTEB VANGUARD MUN BD FDS 161,978.0 $8.2M 0.46% +11K +7.5% $50.58 -2.1%
58 CSCO CISCO SYS INC Technology 68,204.0 $8.0M 0.45% +51K +285.4% $117.46 -6.2%
59 AMCOR PLC 184,365.0 $8.0M 0.45% +98K +113.6% $43.35
60 NET CLOUDFLARE INC Technology 32,451.0 $8.0M 0.44% -2K -6.3% $245.28 +14.3%
Page 3 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%