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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 8 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BITB BITWISE BITCOIN ETF TR Financial Services 83,840.0 $2.7M 0.15% -6K -7.0% $31.86 +34.1%
142 GLD SPDR GOLD TR Financial Services 6,992.0 $2.6M 0.14% +1K +23.7% $368.39 +15.8%
143 MCK PUT MCKESSON CORP Healthcare 3,300.0 $2.5M 0.14% $755.60 +15.6%
144 SMH PUT VANECK ETF TRUST 3,800.0 $2.5M 0.14% NEW $655.89 -16.6%
145 ADI ANALOG DEVICES INC Technology 6,230.0 $2.5M 0.14% -200.0 -3.1% $397.16 -6.5%
146 BMY BRISTOL-MYERS SQUIBB CO Healthcare 42,594.0 $2.5M 0.14% +23K +122.1% $57.62 +16.8%
147 HEI HEICO CORP NEW Industrials 6,681.0 $2.4M 0.13% $356.21 -1.0%
148 GS GOLDMAN SACHS GROUP INC Financial Services 2,315.0 $2.3M 0.13% +264.0 +12.9% $1011.30 +2.5%
149 IWM ISHARES TR 7,785.0 $2.3M 0.13% +613.0 +8.6% $300.46 -0.8%
150 PM PHILIP MORRIS INTL INC Consumer Defensive 12,849.0 $2.3M 0.13% -258.0 -2.0% $180.91 +5.8%
151 IBM INTERNATIONAL BUSINESS MACHS Technology 8,092.0 $2.3M 0.13% +904.0 +12.6% $281.20 -17.8%
152 BSV VANGUARD BD INDEX FDS 29,078.0 $2.3M 0.13% -540.0 -1.8% $77.91 -0.4%
153 HAL HALLIBURTON CO Energy 66,411.0 $2.3M 0.12% -41K -37.9% $33.95 +2.0%
154 GLW CORNING INC Technology 8,815.0 $2.3M 0.12% -28K -76.2% $255.43 -43.0%
155 FTEC FIDELITY COVINGTON TRUST 7,805.0 $2.2M 0.12% -1K -15.4% $285.59 -2.7%
156 MBB ISHARES TR 22,791.0 $2.2M 0.12% +4K +20.1% $94.52 -1.3%
157 PYLD PIMCO ETF TR 80,334.0 $2.1M 0.12% NEW $26.52 -1.2%
158 SKYW SKYWEST INC Industrials 21,432.0 $2.1M 0.12% +295.0 +1.4% $99.33 +2.4%
159 MCHP MICROCHIP TECHNOLOGY INC. Technology 23,219.0 $2.1M 0.12% +274.0 +1.2% $91.20 -18.6%
160 ALB ALBEMARLE CORP Basic Materials 15,404.0 $2.1M 0.12% -329.0 -2.1% $135.03 +4.8%
Page 8 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%