Soltis Investment Advisors LLC Purchases in Q4 2024

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
13
+ 1.52%
N/A
869 $231K
AAL
American Airlines Group Inc.

Industrials
343
+ 2.38%
N/A
14.8K $162K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
168
+ 1.59%
$442.29 - $483.08 $74.3K - $81.2K
10.7K $4.87M
IWD
Ishares Russell 1000 Val ETF

ETFs
69
+ 2.99%
$183.23 - $199.79 $12.6K - $13.8K
2.38K $440K
Arista Networks Inc
53.3K
New
N/A
53.3K $0
Ge Vernova Inc
654
+ 36.43%
N/A
2.45K $0
Axil Brands Inc
5K
+ 3.33%
N/A
155K $0
Ge Healthcare Technologies I
462
+ 21.06%
N/A
2.66K $0
Linde PLC
68
+ 13.96%
N/A
555 $0
Lam Research Corp
62K
New
N/A
62K $0
Blackrock Inc
496
New
N/A
496 $0
Stronghold Digital Mining In
20.4K
New
N/A
20.4K $0
Fidelity Wise Origin Bitcoin
610
+ 4.71%
N/A
13.6K $0
Drilling Tools Intl Corp
11K
New
N/A
11K $0
Bitwise Ethereum ETF
7.29K
+ 59.36%
N/A
19.6K $0
Innovator Etfs Trust
754K
New
N/A
754K $0
Volatility Shs Tr
12.5K
New
N/A
12.5K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.72K
+ 192.73%
$22.4 - $68.28 $173K - $527K
11.7K $271K
PDEC
Innovator U.S. Equity Power Bu
3.22K
+ 33.19%
N/A
12.9K $0
Innovator Etfs Trust
9.13K
New
N/A
9.13K $0
Ishares Bitcoin Trust ETF
4.21K
New
N/A
4.21K $0
SO
Southern CO

Utilities
278
+ 9.2%
$81.5 - $94.15 $22.7K - $26.2K
3.3K $271K
IWN
Ishares Russell2000 Val ETF

ETFs
18
+ 1.18%
$162.69 - $181.35 $2.93K - $3.26K
1.54K $252K
LOW
Lowes Companies Inc

Consumer Cyclical
178
+ 9.33%
$244.52 - $284.07 $43.5K - $50.6K
2.09K $514K
VOE
Vanguard Mid Cap Value Index F

ETFs
43
+ 2.53%
$160.89 - $176.18 $6.92K - $7.58K
1.75K $282K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1
+ 0.01%
$50.67 - $50.9 $50.7 - $50.9
12.8K $648K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
286
+ 7.85%
$79.93 - $88.06 $22.9K - $25.2K
3.93K $314K
NSC
Norfolk Southern Corp

Industrials
87
+ 4.2%
$230.6 - $277.0 $20.1K - $24.1K
2.16K $506K
ICE
Intercontinental Exchange, Inc.

Financial Services
58
+ 4.0%
$148.29 - $166.93 $8.6K - $9.68K
1.51K $224K
MMSI
Merit Medical Systems Inc

Healthcare
62
+ 0.84%
$93.76 - $105.52 $5.81K - $6.54K
7.48K $723K
DVY
Ishares Tr

ETFs
1
+ 0.04%
$129.55 - $143.41 $130 - $143
2.62K $344K
SCHV
Schwab Strategic Tr Us Large C

ETFs
10K
+ 200.0%
$25.79 - $80.4 $258K - $804K
15K $391K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10
+ 0.88%
$209.89 - $233.24 $2.1K - $2.33K
1.15K $244K
SCHP
Schwab Strategic Us Tips ETF

ETFs
37.6K
+ 106.23%
$25.74 - $53.78 $969K - $2.02M
73.1K $1.89M
FDVV
Fidelity High Dividend ETF

ETFs
51
+ 0.24%
$49.66 - $52.63 $2.53K - $2.68K
21.1K $1.05M
HAL
Halliburton CO

Energy
54
+ 0.47%
$25.77 - $31.99 $1.39K - $1.73K
11.6K $315K
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 2.68%
$288.47 - $316.54 $22.2K - $24.4K
2.95K $854K
MMM
3 M CO

Industrials
138
+ 2.77%
$124.74 - $137.12 $17.2K - $18.9K
5.12K $660K
PSX
Phillips 66

Energy
299
+ 9.47%
$110.35 - $138.93 $33K - $41.5K
3.46K $393K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
368
+ 5.19%
$68.25 - $75.42 $25.1K - $27.8K
7.45K $510K
NEE
Nextera Energy Inc

Utilities
288
+ 6.33%
$69.77 - $85.43 $20.1K - $24.6K
4.84K $346K
UBER
Uber Technologies, Inc

Technology
342
+ 8.74%
$59.93 - $86.34 $20.5K - $29.5K
4.25K $256K
MU
Micron Technology Inc

Technology
142
+ 5.06%
$84.16 - $113.41 $12K - $16.1K
2.95K $248K
SLB
Schlumberger Limited

Energy
350
+ 1.97%
$36.83 - $45.59 $12.9K - $16K
18.1K $693K
PG
Procter & Gamble CO

Consumer Defensive
801
+ 2.38%
$161.05 - $179.7 $129K - $144K
34.5K $5.78M
ADI
Analog Devices Inc

Technology
215
+ 3.88%
$206.35 - $236.48 $44.4K - $50.8K
5.75K $1.22M
PEP
Pepsico Inc

Consumer Defensive
58
+ 0.99%
$151.29 - $176.1 $8.77K - $10.2K
5.89K $895K
FCX
Freeport Mcmoran Inc

Basic Materials
346
+ 3.55%
$38.08 - $50.82 $13.2K - $17.6K
10.1K $384K
INTC
Intel Corp

Technology
2.52K
+ 5.27%
$19.07 - $26.23 $48K - $66K
50.3K $1.01M
Activity Summary
Buys All Purchases 217 New Holdings 37 Increased Positions 180 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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