Soltis Investment Advisors LLC Purchases in Q2 2025

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
152K
+ 67.07%
$94.31 - $157.99 $14.3M - $24M
378K $59.8M
MSFT
Microsoft Corp

Technology
16.8K
+ 9.26%
$354.56 - $497.45 $5.95M - $8.34M
198K $98.5M
AMZN
Amazon Com Inc

Consumer Cyclical
70.1K
+ 53.34%
$167.32 - $223.3 $11.7M - $15.6M
201K $44.2M
AVGO
Broadcom Inc.

Technology
22.2K
+ 51.39%
$146.29 - $275.65 $3.25M - $6.13M
65.5K $18.1M
NFLX
Netflix Inc

Communication Services
2.63K
+ 16.73%
$855.86 - $1339.13 $2.25M - $3.53M
18.4K $24.6M
POCT
Innovator U.S. Equity Power Bu

ETFs
236K
New
$36.35 - $41.3 $8.59M - $9.76M
236K $9.76M
NKE
Nike, Inc.

Consumer Cyclical
99.6K
+ 238.84%
$53.27 - $72.04 $5.31M - $7.18M
141K $10M
BND
Vanguard Bd Index Fd Inc Total

ETFs
92.4K
+ 15.38%
$72.02 - $73.82 $6.66M - $6.82M
694K $51.1M
TSLA
Tesla, Inc.

Consumer Cyclical
16.1K
+ 61.09%
$221.86 - $362.89 $3.57M - $5.84M
42.4K $13.5M
IVV
Ishares Core S&P 500 ETF

ETFs
5.56K
+ 12.25%
$498.8 - $620.9 $2.77M - $3.45M
50.9K $31.6M
GOOGL
Alphabet Inc.

Communication Services
18.2K
+ 21.05%
$144.7 - $178.6 $2.63M - $3.24M
104K $18.4M
AAPL
Apple Inc.

Technology
42.7K
+ 17.15%
$172.42 - $223.89 $7.35M - $9.55M
291K $59.8M
COST
Costco Wholesale Corp

Consumer Defensive
3.96K
+ 118.94%
$908.13 - $1056.85 $3.6M - $4.19M
7.3K $7.22M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
32.7K
+ 541.34%
$84.41 - $106.28 $2.76M - $3.47M
38.7K $3.68M
SPGI
S&P Global Inc.

Financial Services
5.69K
+ 1024.68%
$438.31 - $527.29 $2.49M - $3M
6.24K $3.29M
COIN
Coinbase Global, Inc.

Technology
3.5K
+ 36.82%
$151.47 - $375.07 $530K - $1.31M
13K $4.56M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
68.3K
+ 11.59%
$17.76 - $22.1 $1.21M - $1.51M
657K $14.5M
ORCL
Oracle Corp

Technology
1.52K
+ 4.82%
$122.82 - $218.63 $186K - $331K
32.9K $7.2M
NET
Cloudflare, Inc.

Technology
265
+ 0.84%
$97.08 - $195.83 $25.7K - $51.9K
31.9K $6.25M
ZTS
Zoetis Inc.

Healthcare
16.6K
+ 885.33%
$144.41 - $170.3 $2.4M - $2.83M
18.5K $2.88M
DPZ
Dominos Pizza Inc

Consumer Cyclical
5.58K
+ 1212.17%
$430.72 - $497.52 $2.4M - $2.77M
6.04K $2.72M
BKNG
Booking Holdings Inc.

Consumer Cyclical
416
+ 620.9%
$4164.15 - $5789.24 $1.73M - $2.41M
483 $2.8M
CMCSA
Comcast Corp

Communication Services
70.7K
+ 114.68%
$32.84 - $36.72 $2.32M - $2.6M
132K $4.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.51K
+ 8.59%
$141.37 - $228.57 $355K - $575K
31.8K $7.2M
AZO
Autozone Inc

Consumer Cyclical
580
New
$3478.38 - $3880.15 $2.02M - $2.25M
580 $2.15M
PM
Philip Morris International Inc.

Consumer Defensive
9.82K
+ 370.44%
$149.23 - $184.95 $1.47M - $1.82M
12.5K $2.27M
ASML
Asml Holding Nv

Technology
1.7K
+ 67.89%
$595.37 - $815.24 $1.01M - $1.38M
4.2K $3.37M
ADBE
Adobe Inc.

Technology
3.88K
+ 73.83%
$340.0 - $420.68 $1.32M - $1.63M
9.14K $3.54M
TWLO
Twilio Inc

Communication Services
7.62K
+ 35.78%
$81.34 - $124.36 $620K - $948K
28.9K $3.6M
WSM
Williams Sonoma Inc

Consumer Cyclical
8.59K
+ 54.89%
$137.62 - $174.44 $1.18M - $1.5M
24.2K $3.96M
AMAT
Applied Materials Inc

Technology
3K
+ 12.99%
$126.95 - $183.52 $381K - $551K
26.1K $4.78M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.4K
+ 9.93%
$39.89 - $49.46 $575K - $713K
160K $7.89M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.2K
+ 0.74%
$51.16 - $62.02 $112K - $136K
299K $18.6M
GLW
Corning Inc

Technology
6.07K
+ 4.76%
$39.07 - $52.59 $237K - $319K
134K $7.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
924
+ 7.98%
$456.74 - $568.03 $422K - $525K
12.5K $7.1M
PLTR
Palantir Technologies Inc.

Technology
5.37K
+ 67.51%
$74.01 - $144.25 $397K - $774K
13.3K $1.82M
BA
Boeing CO

Industrials
446
+ 1.66%
$136.59 - $217.51 $60.9K - $97K
27.3K $5.72M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.18K
+ 30.5%
$483.48 - $539.8 $1.54M - $1.72M
13.6K $6.61M
ADSK
Autodesk, Inc.

Technology
4.14K
+ 67.22%
N/A
10.3K $2.53M
XLV
Select Sector Spdr Fund Health

ETFs
8.49K
+ 69.49%
$128.77 - $144.3 $1.09M - $1.22M
20.7K $2.79M
MCK
Mckesson Corp

Healthcare
553
+ 6.82%
$652.83 - $732.78 $361K - $405K
8.66K $6.35M
ETN
Eaton Corp PLC

Industrials
154
+ 1.63%
$246.52 - $356.99 $38K - $55K
9.62K $3.44M
AON
Aon PLC

Financial Services
2.36K
New
$335.85 - $398.81 $791K - $939K
2.36K $840K
WMT
Walmart Inc.

Consumer Defensive
7.27K
+ 58.06%
$81.79 - $99.98 $595K - $727K
19.8K $1.94M
GOOG
Alphabet Inc.

Communication Services
1.23K
+ 4.37%
$146.58 - $180.01 $181K - $222K
29.4K $5.22M
GE
General Electric CO

Industrials
738
+ 7.42%
$166.81 - $257.39 $123K - $190K
10.7K $2.75M
ZION
Zions Bancorporation, National Association

Financial Services
13.4K
+ 77.16%
$41.39 - $51.94 $555K - $696K
30.8K $1.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.52K
+ 4.09%
$108.12 - $135.04 $164K - $205K
38.6K $5.21M
VGT
Vanguard Information Technolog

ETFs
26
+ 0.49%
$470.37 - $663.28 $12.2K - $17.2K
5.38K $3.57M
Activity Summary
Buys All Purchases 258 New Holdings 45 Increased Positions 213 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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