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
JCI
Johnson Controls International PLC

Industrials
2.66K
New
$71.14 - $105.62 $189K - $281K
2.66K $281K
MAR
Marriott International Inc

Consumer Cyclical
73
+ 1.0%
$211.12 - $274.14 $15.4K - $20K
7.4K $2.02M
CAT
Caterpillar Inc

Industrials
465
+ 29.47%
$273.94 - $388.21 $127K - $181K
2.04K $793K
TT
Trane Technologies PLC

Industrials
624
New
$315.21 - $437.41 $197K - $273K
624 $272K
RTX
Raytheon Technologies Corp

Industrials
282
+ 1.72%
$113.75 - $148.48 $32.1K - $41.9K
16.7K $2.44M
CSX
Csx Corp

Industrials
7.91K
New
$26.69 - $32.91 $211K - $260K
7.91K $258K
NOC
Northrop Grumman Corp

Industrials
635
+ 12.66%
$456.3 - $540.39 $290K - $343K
5.65K $2.82M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
918
+ 5.91%
$108.87 - $133.04 $99.9K - $122K
16.5K $2.19M
RIO
Rio Tinto PLC

Basic Materials
8.31K
+ 6.29%
$52.32 - $62.75 $435K - $522K
141K $8.2M
CEG
Constellation Energy Corp

Utilities
785
New
$170.96 - $322.76 $134K - $253K
785 $253K
BAC
Bank Of America Corp

Financial Services
2.83K
+ 14.1%
$34.39 - $47.46 $97.5K - $135K
22.9K $1.09M
WM
Waste Management Inc

Industrials
1.07K
New
$216.47 - $242.1 $232K - $260K
1.07K $245K
CSCO
Cisco Systems, Inc.

Technology
2.21K
+ 19.49%
$53.19 - $69.38 $117K - $153K
13.5K $938K
HOOD
Robinhood Markets, Inc.

Technology
2.57K
New
$34.17 - $93.63 $87.8K - $241K
2.57K $240K
WFC
Wells Fargo & Company

Financial Services
459
+ 1.9%
$60.98 - $80.12 $28K - $36.8K
24.6K $1.97M
SHOP
Shopify Inc.

Technology
988
+ 16.69%
$76.89 - $115.35 $76K - $114K
6.91K $796K
ROK
Rockwell Automation, Inc

Industrials
680
New
$218.97 - $332.17 $149K - $226K
680 $225K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.11K
+ 59.87%
$151.62 - $183.47 $168K - $204K
2.96K $543K
SAP
Sap Se

Technology
722
New
$237.53 - $309.8 $171K - $224K
722 $219K
ECL
Ecolab Inc.

Basic Materials
810
New
$225.65 - $270.95 $183K - $219K
810 $218K
CTAS
Cintas Corp

Industrials
978
New
$190.11 - $227.66 $186K - $223K
978 $217K
SRE
Sempra Energy

Utilities
2.85K
New
$63.78 - $78.91 $181K - $224K
2.85K $215K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.46K
+ 15.06%
$19.1 - $23.83 $104K - $130K
41.7K $994K
WELL
Welltower Inc.

Real Estate
1.39K
New
$136.49 - $155.22 $189K - $215K
1.39K $213K
CRM
Salesforce, Inc.

Technology
732
+ 26.18%
$236.26 - $291.15 $173K - $213K
3.53K $962K
VLO
Valero Energy Corp

Energy
1.58K
New
$104.69 - $141.77 $165K - $224K
1.58K $212K
SNPS
Synopsys Inc

Technology
404
New
$380.9 - $517.66 $154K - $209K
404 $207K
ETR
Entergy Corp

Utilities
4.83K
+ 5.85%
$79.01 - $86.61 $382K - $419K
87.4K $7.27M
DIS
Walt Disney CO

Communication Services
152
+ 2.1%
$81.72 - $124.01 $12.4K - $18.8K
7.39K $916K
EBAY
Ebay Inc

Consumer Cyclical
2.7K
New
$59.52 - $79.36 $161K - $214K
2.7K $200K
SOFI
So Fi Technologies, Inc.

Financial Services
501
+ 1.79%
$9.5 - $18.21 $4.76K - $9.12K
28.4K $517K
INTU
Intuit Inc

Technology
116
+ 20.75%
$544.07 - $787.63 $63.1K - $91.4K
675 $531K
DE
Deere & CO

Industrials
299
+ 33.52%
$412.99 - $531.48 $123K - $159K
1.19K $605K
NOW
Service Now, Inc.

Technology
22
+ 3.21%
$721.65 - $1040.18 $15.9K - $22.9K
707 $726K
SYK
Stryker Corp

Healthcare
372
+ 26.12%
$337.37 - $395.63 $126K - $147K
1.8K $710K
PG
Procter & Gamble CO

Consumer Defensive
3.44K
+ 10.19%
$157.66 - $172.39 $542K - $593K
37.2K $5.93M
SQ
Block, Inc.

Technology
3.02K
New
N/A
3.02K $172K
MDT
Medtronic PLC

Healthcare
4.69K
+ 5.29%
$80.68 - $88.86 $378K - $416K
93.2K $8.13M
DGRO
Ishares Core Dividend Growth E

ETFs
2.53K
+ 67.68%
$55.22 - $63.94 $140K - $162K
6.28K $401K
TTD
Trade Desk, Inc.

Technology
641
+ 9.12%
$45.27 - $79.4 $29K - $50.9K
7.67K $552K
UPS
United Parcel Service Inc

Industrials
4.84K
+ 13.05%
$91.92 - $110.2 $445K - $533K
41.9K $4.23M
VTV
Vanguard Value ETF

ETFs
675
+ 7.92%
$153.67 - $176.74 $104K - $119K
9.2K $1.63M
ADP
Automatic Data Processing Inc

Industrials
470
+ 15.89%
$276.76 - $326.81 $130K - $154K
3.43K $1.06M
LOW
Lowes Companies Inc

Consumer Cyclical
757
+ 35.47%
$210.83 - $235.28 $160K - $178K
2.89K $641K
ABT
Abbott Laboratories

Healthcare
788
+ 10.06%
$123.95 - $138.08 $97.7K - $109K
8.62K $1.17M
KLAC
Kla Corp

Technology
70
+ 23.1%
$576.53 - $902.94 $40.4K - $63.2K
373 $334K
EMR
Emerson Electric CO

Industrials
466
+ 17.51%
$94.15 - $133.33 $43.9K - $62.1K
3.13K $417K
ISRG
Intuitive Surgical Inc

Healthcare
174
+ 27.15%
$451.58 - $565.94 $78.6K - $98.5K
815 $442K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.44K
+ 5.5%
$77.74 - $78.78 $112K - $113K
27.6K $2.17M
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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