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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 4 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UPS UNITED PARCEL SVCS INC Industrials 73,615.0 $7.9M 0.44% +4K +5.4% $107.50 -4.4%
62 INNOVATOR ETFS TRUST 296,887.0 $7.8M 0.43% -43K -12.6% $26.28
63 ANET ARISTA NETWORKS INC Technology 45,713.0 $7.8M 0.43% +10K +29.8% $169.88 +10.8%
64 SLB SLB LIMITED Energy 163,324.0 $7.6M 0.42% -40K -19.8% $46.49 +16.2%
65 BERKSHIRE HATHAWAY INC DEL 13,997.0 $7.0M 0.39% +2K +14.6% $500.40
66 LLY ELI LILLY & CO Healthcare 5,809.0 $7.0M 0.39% +891.0 +18.1% $1199.49 +4.0%
67 GD GENERAL DYNAMICS CORP Industrials 19,136.0 $6.8M 0.38% +718.0 +3.9% $354.23 +8.3%
68 V VISA INC Financial Services 19,297.0 $6.6M 0.37% +6K +41.2% $343.09 +11.5%
69 ACN ACCENTURE PLC IRELAND Technology 51,866.0 $6.5M 0.36% +35K +214.3% $124.44 +49.9%
70 JEPI J P MORGAN EXCHANGE TRADED F 114,039.0 $6.4M 0.36% +44K +63.0% $56.48 +2.9%
71 XOM EXXON MOBIL CORP Energy 46,293.0 $6.3M 0.35% -5K -10.1% $136.72 +20.0%
72 MCK MCKESSON CORP Healthcare 8,309.0 $6.3M 0.35% +147.0 +1.8% $755.62 +15.6%
73 MRK MERCK & CO INC Healthcare 48,517.0 $6.2M 0.35% +1K +2.5% $128.50 +17.3%
74 SPG SIMON PPTY GROUP INC NEW Real Estate 27,851.0 $6.2M 0.35% +2K +5.8% $223.65 -1.3%
75 IXUS ISHARES TR 65,152.0 $6.2M 0.35% $95.44 +2.1%
76 BA BOEING CO Industrials 28,351.0 $6.1M 0.34% $216.47 -2.8%
77 IVOO VANGUARD ADMIRAL FDS INC 46,703.0 $6.1M 0.34% -5K -8.9% $130.40 -1.1%
78 ITOT ISHARES TR 36,941.0 $6.1M 0.34% $164.27 +1.9%
79 SHW SHERWIN WILLIAMS CO Basic Materials 17,437.0 $6.0M 0.33% -93.0 -0.5% $344.32 +0.7%
80 ZTS ZOETIS INC Healthcare 81,772.0 $5.9M 0.33% +25K +44.0% $71.86 +7.4%
Page 4 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%