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
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
20.7K
New
$5.09 - $5.8 $105K - $120K
20.7K $119K
HCA
Hca Healthcare, Inc.

Healthcare
133
+ 7.57%
$317.61 - $387.52 $42.2K - $51.5K
1.89K $723K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
59.8K
+ 1522.35%
$87.84 - $1441.89 $5.25M - $86.2M
63.7K $5.74M
GM
General Motors CO

Consumer Cyclical
1.77K
+ 13.27%
$42.48 - $50.46 $75.1K - $89.2K
15.1K $742K
PCAR
Paccar Inc

Industrials
1.26K
+ 37.21%
$86.4 - $99.09 $109K - $125K
4.66K $442K
BNDX
Vanguard Total International B

ETFs
2.04K
+ 21.53%
$48.77 - $49.55 $99.5K - $101K
11.5K $570K
QUAL
Ishares Msci Usa Quality Facto

ETFs
103
+ 1.38%
$152.42 - $182.82 $15.7K - $18.8K
7.58K $1.39M
PNC
Pnc Financial Services Group, Inc.

Financial Services
501
+ 40.05%
$149.76 - $186.42 $75K - $93.4K
1.75K $326K
QCOM
Qualcomm Inc

Technology
235
+ 1.91%
$124.66 - $159.48 $29.3K - $37.5K
12.5K $2M
CCL
Carnival Corp

Consumer Cyclical
198
+ 1.69%
$16.43 - $28.12 $3.25K - $5.57K
11.9K $334K
T
At&T Inc.

Communication Services
3.19K
+ 18.62%
$26.33 - $28.94 $83.9K - $92.2K
20.3K $587K
DAL
Delta Air Lines, Inc.

Industrials
955
+ 10.27%
$35.88 - $52.99 $34.3K - $50.6K
10.3K $504K
PH
Parker Hannifin Corp

Industrials
58
+ 9.01%
$517.23 - $700.54 $30K - $40.6K
702 $490K
FCX
Freeport Mcmoran Inc

Basic Materials
934
+ 8.95%
$29.15 - $44.46 $27.2K - $41.5K
11.4K $492K
VEU
Vanguard Ftse All World Ex Us

ETFs
605
+ 7.46%
$54.19 - $67.22 $32.8K - $40.7K
8.72K $586K
TRV
Travelers Companies, Inc.

Financial Services
303
+ 9.41%
$233.83 - $276.34 $70.9K - $83.7K
3.52K $942K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
67
+ 0.23%
$41.3 - $47.0 $2.77K - $3.15K
29.8K $1.4M
APP
App Lovin Corp

Technology
56
+ 6.86%
$219.37 - $417.89 $12.3K - $23.4K
872 $305K
IWB
Ishares Tr Russell 1000 ETF

ETFs
100
+ 6.15%
$272.36 - $339.57 $27.2K - $34K
1.73K $586K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
905
+ 9.85%
$85.42 - $94.39 $77.3K - $85.4K
10.1K $947K
NSC
Norfolk Southern Corp

Industrials
167
+ 7.61%
$206.34 - $257.46 $34.5K - $43K
2.36K $604K
FSK
Fs Kkr Capital Corp

Financial Services
4.22K
+ 23.0%
$17.95 - $21.5 $75.7K - $90.6K
22.5K $467K
IJS
Ishares S&P Smallcap 600 Value

ETFs
440
+ 2.22%
$83.54 - $100.04 $36.8K - $44K
20.3K $2.02M
VBR
Vanguard Small Cap Value ETF

ETFs
225
+ 5.13%
$162.76 - $195.77 $36.6K - $44K
4.61K $899K
EFA
Ishares Tr Msci Eafe ETF

ETFs
220
+ 2.73%
$72.96 - $90.39 $16.1K - $19.9K
8.28K $739K
HSBC
Hsbc Holdings PLC

Financial Services
322
+ 2.13%
$46.68 - $61.09 $15K - $19.7K
15.5K $940K
F
Ford Motor CO

Consumer Cyclical
4.07K
+ 12.98%
$8.69 - $10.85 $35.4K - $44.2K
35.4K $384K
FDVV
Fidelity High Dividend ETF

ETFs
359
+ 1.7%
$43.6 - $52.02 $15.7K - $18.7K
21.5K $1.12M
CB
Chubb LTD

Financial Services
302
+ 21.05%
$274.32 - $302.46 $82.8K - $91.3K
1.74K $503K
SO
Southern CO

Utilities
741
+ 25.08%
$84.91 - $92.56 $62.9K - $68.6K
3.7K $339K
BSX
Boston Scientific Corp

Healthcare
381
+ 10.87%
$89.7 - $107.41 $34.2K - $40.9K
3.89K $417K
MMM
3 M CO

Industrials
280
+ 7.3%
$126.09 - $154.15 $35.3K - $43.2K
4.12K $626K
CMI
Cummins Inc

Industrials
119
+ 13.73%
$267.12 - $336.65 $31.8K - $40.1K
986 $322K
TSCO
Tractor Supply CO

Consumer Cyclical
1.21K
+ 22.42%
$47.86 - $55.77 $58.1K - $67.6K
6.62K $349K
POOL
Pool Corp

Industrials
263
+ 22.69%
$285.0 - $325.66 $75K - $85.6K
1.42K $414K
KKR
Kkr & Co. Inc.

Financial Services
95
+ 5.13%
$92.79 - $134.29 $8.82K - $12.8K
1.95K $259K
FTNT
Fortinet, Inc.

Technology
207
+ 8.57%
$84.71 - $108.69 $17.5K - $22.5K
2.62K $277K
EOG
Eog Resources Inc

Energy
507
+ 25.95%
$104.61 - $129.97 $53K - $65.9K
2.46K $294K
AAL
American Airlines Group Inc.

Industrials
3.91K
+ 26.75%
N/A
18.5K $204K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
262
+ 15.86%
$114.78 - $133.31 $30.1K - $34.9K
1.91K $255K
USB
Us Bancorp \De\

Financial Services
526
+ 9.46%
$36.4 - $45.76 $19.1K - $24.1K
6.09K $275K
DHR
Danaher Corp

Healthcare
263
+ 15.31%
$174.64 - $205.16 $45.9K - $54K
1.98K $391K
IAU
Ishares Gold Trust

ETFs
303
+ 5.32%
$56.1 - $64.74 $17K - $19.6K
6K $374K
CVS
Cvs Health Corp

Healthcare
496
+ 11.49%
$60.04 - $70.18 $29.8K - $34.8K
4.81K $331K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
649
+ 7.93%
$66.5 - $71.25 $43.2K - $46.2K
8.83K $613K
AIG
American International Group, Inc.

Financial Services
505
+ 13.59%
$77.56 - $87.72 $39.2K - $44.3K
4.22K $361K
TXT
Textron Inc

Industrials
48
+ 1.22%
$60.72 - $80.34 $2.91K - $3.86K
3.98K $319K
VNQ
Vanguard Specialized Funds Van

ETFs
928
+ 2.82%
$79.79 - $91.42 $74K - $84.8K
33.8K $3.01M
SCHV
Schwab Strategic Tr Us Large C

ETFs
468
+ 3.09%
$23.55 - $27.67 $11K - $12.9K
15.6K $432K
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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