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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 6 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HWM HOWMET AEROSPACE INC Industrials 17,549.0 $4.7M 0.26% +327.0 +1.9% $268.85 -2.1%
102 INTC INTEL CORP Technology 32,834.0 $4.6M 0.26% -6K -15.1% $139.63 -37.5%
103 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 44,886.0 $4.3M 0.24% -15K -24.9% $96.12 -49.1%
104 AMD ADVANCED MICRO DEVICES INC Technology 7,418.0 $4.3M 0.24% +367.0 +5.2% $580.91 -21.4%
105 NFLX NETFLIX INC. Communication Services 60,012.0 $4.3M 0.24% -381.0 -0.6% $71.40 +12.1%
106 FCX FREEPORT MCMORAN INC Basic Materials 66,765.0 $4.2M 0.23% +50K +301.7% $62.89 +23.7%
107 SCHD SCHWAB STRATEGIC TR 130,431.0 $4.1M 0.23% -11K -8.1% $31.71 +11.0%
108 ETN EATON CORP PLC Industrials 9,340.0 $4.0M 0.22% $426.10 -4.1%
109 BLUEROCK PVT REAL ESTATE FD 305,474.0 $4.0M 0.22% -41K -11.9% $13.01
110 META CALL META PLATFORMS INC Communication Services 6,900.0 $3.9M 0.22% $563.29 -0.8%
111 IWF ISHARES TR 30,881.0 $3.8M 0.21% +23K +307.6% $124.17 -2.5%
112 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 5,000.0 $3.7M 0.21% -900.0 -15.2% $746.77 +2.2%
113 VEA VANGUARD TAX-MANAGED FDS 52,144.0 $3.7M 0.21% -546.0 -1.0% $71.25 +2.5%
114 UNP UNION PAC CORP Industrials 12,742.0 $3.5M 0.19% +1K +9.7% $272.01 +13.9%
115 LRCX LAM RESEARCH CORP Technology 7,921.0 $3.4M 0.19% +2K +25.6% $433.31 -28.4%
116 FESM FIDELITY COVINGTON TRUST 70,419.0 $3.4M 0.19% +2K +2.2% $48.29 -1.4%
117 VNQ VANGUARD INDEX FDS 35,091.0 $3.4M 0.19% +2K +6.5% $96.43 +2.8%
118 FBND FIDELITY MERRIMACK STR TR 73,651.0 $3.4M 0.19% $45.49 -1.1%
119 ROST ROSS STORES INC Consumer Cyclical 15,737.0 $3.3M 0.19% +2K +11.7% $212.85 +13.5%
120 RTX RTX CORPORATION Industrials 17,649.0 $3.3M 0.19% $189.73 +10.3%
Page 6 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%