Soltis Investment Advisors LLC Purchases in Q1 2025

Soltis Investment Advisors LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
725
+ 9.73%
$66.9 - $71.57 $48.5K - $51.9K
8.18K $575K
EMB
Ishares Tr

ETFs
624
+ 20.35%
$88.64 - $92.03 $55.3K - $57.4K
3.69K $334K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.34K
+ 28.46%
$21.75 - $24.28 $72.5K - $81K
15.1K $332K
AIG
American International Group, Inc.

Financial Services
115
+ 3.19%
$70.5 - $86.94 $8.11K - $10K
3.72K $323K
WFC
Wells Fargo & Company

Financial Services
281
+ 1.18%
$66.78 - $81.42 $18.8K - $22.9K
24.1K $1.73M
INTU
Intuit Inc

Technology
104
+ 22.86%
$555.63 - $630.23 $57.8K - $65.5K
559 $343K
CB
Chubb LTD

Financial Services
77
+ 5.67%
$257.71 - $301.99 $19.8K - $23.3K
1.44K $433K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
88
+ 7.64%
$208.48 - $244.03 $18.3K - $21.5K
1.24K $302K
CRWD
Crowd Strike Holdings, Inc.

Technology
119
+ 8.07%
$308.86 - $455.36 $36.8K - $54.2K
1.59K $561K
CSCO
Cisco Systems, Inc.

Technology
471
+ 4.34%
$58.74 - $64.87 $27.7K - $30.6K
11.3K $698K
SYK
Stryker Corp

Healthcare
74
+ 5.48%
$355.18 - $399.9 $26.3K - $29.6K
1.42K $530K
POOL
Pool Corp

Industrials
206
+ 21.62%
$314.92 - $364.31 $64.9K - $75K
1.16K $368K
TXN
Texas Instruments Inc

Technology
229
+ 15.26%
N/A
1.73K $336K
CMI
Cummins Inc

Industrials
201
+ 30.18%
$312.92 - $386.07 $62.9K - $77.6K
867 $271K
BITF
Bitfarms LTD

Financial Services
46.4K
New
$0.79 - $1.76 $36.6K - $81.6K
46.4K $36K
VDE
Vanguard Energy ETF

ETFs
114
+ 5.02%
$119.14 - $132.76 $13.6K - $15.1K
2.39K $309K
AMD
Advanced Micro Devices Inc

Technology
878
+ 26.98%
$96.63 - $129.55 $84.8K - $114K
4.13K $424K
COF
Capital One Financial Corp

Financial Services
144
+ 3.23%
$163.87 - $209.82 $23.6K - $30.2K
4.61K $825K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 19.64%
$4295.4 - $5141.88 $47.2K - $56.6K
67 $308K
VB
Vanguard Small Cap ETF

ETFs
787
+ 10.07%
$217.89 - $252.64 $171K - $199K
8.61K $1.91M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.38K
+ 10.22%
$81.62 - $96.63 $276K - $326K
36.4K $3.03M
MSTR
Microstrategy Inc

Technology
94
+ 11.82%
$239.27 - $396.5 $22.5K - $37.3K
889 $256K
FTNT
Fortinet, Inc.

Technology
222
+ 10.12%
$92.49 - $114.57 $20.5K - $25.4K
2.42K $232K
LCID
Lucid Group, Inc.

Consumer Cyclical
10.7K
New
$2.03 - $3.48 $21.8K - $37.3K
10.7K $25K
ZION
Zions Bancorporation, National Association

Financial Services
1.82K
+ 11.72%
$47.0 - $59.03 $85.7K - $108K
17.4K $866K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
59
+ 3.13%
$107.24 - $116.37 $6.33K - $6.87K
1.95K $226K
FSK
Fs Kkr Capital Corp

Financial Services
1.35K
+ 7.94%
$20.47 - $24.06 $27.6K - $32.5K
18.3K $383K
FSTA
Fidelity Covington Tr Msci Con

ETFs
28
+ 0.35%
$48.3 - $52.85 $1.35K - $1.48K
8.1K $414K
VOE
Vanguard Mid Cap Value Index F

ETFs
111
+ 6.36%
$156.61 - $168.02 $17.4K - $18.7K
1.86K $297K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.01K
+ 5.74%
$120.29 - $134.6 $242K - $271K
37.1K $4.53M
ISRG
Intuitive Surgical Inc

Healthcare
59
+ 10.14%
$476.63 - $610.45 $28.1K - $36K
641 $317K
NSC
Norfolk Southern Corp

Industrials
34
+ 1.57%
$227.69 - $259.76 $7.74K - $8.83K
2.19K $519K
EOG
Eog Resources Inc

Energy
11
+ 0.57%
$120.54 - $138.05 $1.33K - $1.52K
1.95K $250K
SCHV
Schwab Strategic Tr Us Large C

ETFs
169
+ 1.13%
$25.77 - $27.6 $4.36K - $4.66K
15.2K $403K
SPGI
S&P Global Inc.

Financial Services
14
+ 2.59%
$478.26 - $543.77 $6.7K - $7.61K
555 $281K
FCX
Freeport Mcmoran Inc

Basic Materials
340
+ 3.37%
$34.5 - $43.01 $11.7K - $14.6K
10.4K $394K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
14
+ 0.31%
$48.43 - $49.9 $678 - $699
4.46K $222K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
659
+ 2.27%
$43.63 - $46.01 $28.8K - $30.3K
29.8K $1.31M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
610
+ 10.43%
$94.32 - $110.46 $57.5K - $67.4K
6.46K $623K
Bitwise Ethereum ETF
20.3K
+ 103.56%
N/A
39.8K $0
Linde PLC
204
+ 36.76%
N/A
759 $0
Annaly Capital Management In
10.9K
New
N/A
10.9K $0
Lam Research Corp
829
+ 1.34%
N/A
62.8K $0
Mfs Active Exchange Traded F
281K
New
N/A
281K $0
Lexeo Therapeutics Inc
20K
New
N/A
20K $0
Bitwise Bitcoin ETF Tr
23.2K
+ 85.37%
N/A
50.4K $0
Blackrock Inc
73
+ 14.72%
N/A
569 $0
Fidelity Wise Origin Bitcoin
1.02K
+ 7.53%
N/A
14.6K $0
Nvni Group Limited
86.3K
+ 287.78%
N/A
116K $0
Activity Summary
Buys All Purchases 193 New Holdings 30 Increased Positions 163 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 1
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