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
IBM
International Business Machines Corp

Technology
1.54K
+ 42.64%
$221.03 - $294.78 $341K - $455K
5.17K $1.52M
AMT
American Tower Corp

Real Estate
2.19K
+ 5.93%
$203.96 - $228.19 $446K - $499K
39.1K $8.63M
SHEL
Shell PLC

Energy
8.36K
New
$59.75 - $73.05 $500K - $611K
8.36K $588K
ES
Eversource Energy

Utilities
7.2K
+ 8.78%
$54.25 - $65.89 $391K - $475K
89.2K $5.68M
AXP
American Express CO

Financial Services
1.46K
+ 66.18%
$231.39 - $318.98 $337K - $465K
3.66K $1.17M
CRWD
Crowd Strike Holdings, Inc.

Technology
636
+ 39.92%
$321.63 - $509.31 $205K - $324K
2.23K $1.14M
GLD
Spdr Gold Trust

ETFs
1.64K
+ 43.51%
$273.71 - $316.29 $448K - $518K
5.4K $1.65M
MCHP
Microchip Technology Inc

Technology
87
+ 0.35%
$35.34 - $71.6 $3.07K - $6.23K
24.6K $1.73M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.87K
+ 7.87%
$73.7 - $90.98 $211K - $261K
39.3K $3.57M
RY
Royal Bank Of Canada

Financial Services
4.02K
New
$108.36 - $131.55 $436K - $529K
4.02K $529K
GD
General Dynamics Corp

Industrials
840
+ 5.69%
$247.68 - $291.66 $208K - $245K
15.6K $4.55M
NEE
Nextera Energy Inc

Utilities
7.65K
+ 171.07%
$64.11 - $75.0 $490K - $573K
12.1K $840K
TRGP
Targa Resources Corp.

Energy
2.96K
New
$157.32 - $205.72 $466K - $609K
2.96K $515K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.38K
New
$82.32 - $112.47 $360K - $493K
4.38K $492K
IXUS
Ishares Tr

ETFs
935
+ 1.68%
$62.37 - $77.63 $58.3K - $72.6K
56.5K $4.37M
MO
Altria Group, Inc.

Consumer Defensive
8.44K
+ 141.79%
$55.56 - $60.91 $469K - $514K
14.4K $843K
V
Visa Inc.

Financial Services
1.14K
+ 6.45%
$308.27 - $373.31 $350K - $424K
18.7K $6.66M
FIX
Comfort Systems Usa Inc

Industrials
900
New
$296.51 - $536.21 $267K - $483K
900 $482K
VTI
Vanguard Total Stock Market Et

ETFs
574
+ 5.46%
$243.75 - $303.93 $140K - $174K
11.1K $3.37M
OKE
Oneok Inc

Energy
5.77K
New
$78.71 - $100.37 $454K - $580K
5.77K $471K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.66K
New
$179.95 - $278.88 $298K - $462K
1.66K $462K
VEA
Vanguard Ftse Developed Market

ETFs
3.03K
+ 6.53%
$45.65 - $57.01 $138K - $173K
49.3K $2.81M
AMD
Advanced Micro Devices Inc

Technology
2.01K
+ 48.64%
$78.21 - $143.81 $157K - $289K
6.14K $871K
GPC
Genuine Parts CO

Consumer Cyclical
2.84K
+ 6.61%
$105.54 - $129.09 $300K - $367K
45.9K $5.57M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.89K
New
$113.67 - $150.4 $328K - $434K
2.89K $434K
SCHW
Schwab Charles Corp

Financial Services
4.67K
New
$69.06 - $91.24 $323K - $426K
4.67K $426K
VO
Vanguard Mid Cap ETF

ETFs
741
+ 7.3%
$228.54 - $279.83 $169K - $207K
10.9K $3.05M
PANW
Palo Alto Networks Inc

Technology
1.44K
+ 38.92%
$152.44 - $204.64 $220K - $296K
5.15K $1.05M
UBER
Uber Technologies, Inc

Technology
2.97K
+ 47.62%
$64.62 - $93.3 $192K - $277K
9.2K $858K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
113
+ 0.57%
$60.61 - $87.72 $6.85K - $9.91K
20.1K $1.7M
COF
Capital One Financial Corp

Financial Services
1.1K
+ 23.93%
$150.57 - $212.76 $166K - $234K
5.71K $1.21M
ADI
Analog Devices Inc

Technology
729
+ 12.85%
$164.6 - $238.02 $120K - $174K
6.4K $1.52M
MS
Morgan Stanley

Financial Services
2.09K
+ 64.35%
$99.83 - $140.86 $209K - $295K
5.35K $753K
O
Realty Income Corp

Real Estate
7.28K
+ 5.16%
$52.27 - $58.52 $380K - $426K
148K $8.54M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
3.64K
+ 9.76%
$10.8 - $19.72 $39.3K - $71.7K
40.9K $806K
SKYW
Skywest Inc

Industrials
95
+ 0.44%
$79.41 - $103.84 $7.54K - $9.86K
21.9K $2.26M
MELI
Mercadolibre Inc

Consumer Cyclical
134
New
$1794.73 - $2613.63 $240K - $350K
134 $350K
KO
Coca Cola CO

Consumer Defensive
5.85K
+ 5.79%
$68.37 - $73.9 $400K - $432K
107K $7.56M
HD
Home Depot, Inc.

Consumer Cyclical
883
+ 20.38%
$335.24 - $380.78 $296K - $336K
5.22K $1.91M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.74K
+ 144.59%
$63.54 - $68.5 $301K - $325K
8.02K $540K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
85
+ 0.13%
$90.56 - $109.49 $7.7K - $9.31K
64.9K $7.09M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.8K
+ 8.2%
$103.88 - $123.68 $187K - $223K
23.7K $2.93M
APH
Amphenol Corp

Technology
3.1K
New
$59.09 - $98.75 $183K - $306K
3.1K $305K
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.04K
New
$57.41 - $74.81 $232K - $302K
4.04K $299K
PGR
Progressive Corp

Financial Services
1.1K
New
$255.27 - $288.74 $282K - $319K
1.1K $294K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
940
New
$177.93 - $313.14 $167K - $294K
940 $294K
SOXX
Ishares Semiconductor ETF

ETFs
1.23K
New
$154.86 - $239.07 $190K - $294K
1.23K $293K
VB
Vanguard Small Cap ETF

ETFs
681
+ 7.91%
$193.73 - $237.37 $132K - $162K
9.29K $2.2M
EVRG
Evergy, Inc.

Utilities
4.24K
+ 7.37%
$64.06 - $69.64 $271K - $295K
61.7K $4.26M
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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