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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 9 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HD HOME DEPOT INC Consumer Cyclical 5,819.0 $2.1M 0.11% +815.0 +16.3% $352.70 -4.3%
162 CRWD CROWDSTRIKE HLDGS INC Technology 2,670.0 $2.0M 0.11% -50.0 -1.8% $190.82 -0.1%
163 WDC WESTERN DIGITAL CORP Technology 3,174.0 $2.0M 0.11% +829.0 +35.4% $638.64 -31.8%
164 SMH VANECK ETF TRUST 3,066.0 $2.0M 0.11% +976.0 +46.7% $655.91 -16.6%
165 COP CONOCOPHILLIPS Energy 19,106.0 $2.0M 0.11% -1K -6.7% $103.96 +28.3%
166 IJS ISHARES TR 14,459.0 $2.0M 0.11% +986.0 +7.3% $136.68 +0.9%
167 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,047.0 $2.0M 0.11% +590.0 +40.5% $964.93 -17.6%
168 VCSH VANGUARD SCOTTSDALE FDS 24,072.0 $1.9M 0.11% -847.0 -3.4% $79.03 -0.5%
169 QCOM QUALCOMM INC Technology 10,176.0 $1.9M 0.10% -723.0 -6.6% $184.80 -14.2%
170 PLTR PALANTIR TECHNOLOGIES INC Technology 15,860.0 $1.9M 0.10% -272.0 -1.7% $116.67 +50.8%
171 BAC BANK OF AMER CORP Financial Services 32,163.0 $1.8M 0.10% -2K -4.8% $56.98 +9.4%
172 SBUX STARBUCKS CORP Consumer Cyclical 17,423.0 $1.8M 0.10% -32K -64.9% $102.19 +5.2%
173 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,495.0 $1.8M 0.10% -108.0 -3.0% $501.33 +25.4%
174 MA MASTERCARD INCORPORATED Financial Services 3,408.0 $1.8M 0.10% -338.0 -9.0% $513.60 +16.8%
175 ZION ZIONS BANCORPORATION NATL AS Financial Services 25,114.0 $1.7M 0.10% $69.19 -1.9%
176 LNG CHENIERE ENERGY INC Energy 7,260.0 $1.7M 0.10% +333.0 +4.8% $239.02 +17.5%
177 QUAL ISHARES TR 7,790.0 $1.7M 0.10% -1K -14.3% $219.42 +2.0%
178 BUFF INNOVATOR ETFS TRUST 32,439.0 $1.7M 0.10% -5K -13.4% $52.68 +1.7%
179 TAIL CAMBRIA ETF TR 160,571.0 $1.7M 0.10% -401K -71.4% $10.63 -2.7%
180 PULS PGIM ETF TR 34,093.0 $1.7M 0.09% -25K -42.5% $49.55 +0.3%
Page 9 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%