Soltis Investment Advisors LLC Incresed Positions in Q2 2024

Soltis Investment Advisors LLC

  • $941 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
204K
+ 1168.07%
$118.11 - $1224.4 $24.1M - $250M
221K $27.4M
AAPL
Apple Inc.

Technology
18.4K
+ 10.27%
$165.0 - $216.67 $3.03M - $3.98M
197K $41.6M
MSFT
Microsoft Corp

Technology
10.3K
+ 7.91%
$389.33 - $452.85 $4.01M - $4.66M
140K $62.8M
NFLX
Netflix Inc

Communication Services
9.13K
+ 729.23%
$550.64 - $686.12 $5.03M - $6.26M
10.4K $7.01M
GOOGL
Alphabet Inc.

Communication Services
25K
+ 52.79%
$150.53 - $185.41 $3.77M - $4.64M
72.5K $13.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
13.5K
+ 1155.53%
$282.64 - $390.43 $3.81M - $5.26M
14.7K $5.61M
AMD
Advanced Micro Devices Inc

Technology
31.1K
+ 1241.66%
$144.27 - $183.34 $4.48M - $5.69M
33.6K $5.44M
ACN
Accenture PLC

Technology
17.4K
+ 239.13%
$281.76 - $339.17 $4.9M - $5.9M
24.7K $7.48M
ABBV
Abb Vie Inc.

Healthcare
28.6K
+ 146.36%
$154.79 - $180.76 $4.43M - $5.18M
48.2K $8.27M
AMZN
Amazon Com Inc

Consumer Cyclical
13.2K
+ 12.35%
$173.67 - $197.85 $2.29M - $2.61M
120K $23.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.1K
+ 30.35%
$414.65 - $485.21 $2.53M - $2.96M
26.2K $12.5M
CVX
Chevron Corp

Energy
22.6K
+ 61.8%
$152.57 - $166.33 $3.45M - $3.76M
59.1K $9.25M
UNH
Unitedhealth Group Inc

Healthcare
3.91K
+ 26.05%
$439.2 - $524.63 $1.72M - $2.05M
18.9K $9.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.94K
+ 11.0%
$495.16 - $548.49 $1.46M - $1.61M
29.7K $16.2M
IVV
Ishares Core S&P 500 ETF

ETFs
2.27K
+ 5.69%
$497.53 - $549.64 $1.13M - $1.25M
42.2K $23.1M
META
Meta Platforms, Inc.

Communication Services
2.88K
+ 20.14%
$430.17 - $527.34 $1.24M - $1.52M
17.2K $8.66M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
24.2K
+ 11.55%
$95.6 - $102.96 $2.31M - $2.49M
234K $23.1M
O
Realty Income Corp

Real Estate
30K
+ 53.58%
$50.8 - $55.45 $1.52M - $1.66M
86K $4.54M
HSY
Hershey CO

Consumer Defensive
8.98K
+ 45.22%
$182.0 - $209.51 $1.63M - $1.88M
28.8K $5.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
38.5K
+ 15.82%
$37.19 - $39.82 $1.43M - $1.53M
282K $10.8M
VUG
Vanguard Growth ETF

ETFs
3.4K
+ 240.55%
$322.46 - $377.11 $1.1M - $1.28M
4.81K $1.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.9K
+ 14.71%
$70.55 - $72.66 $1.2M - $1.23M
132K $9.52M
XOM
Exxon Mobil Corp

Energy
9.07K
+ 48.34%
$108.36 - $122.2 $982K - $1.11M
27.8K $3.2M
GLW
Corning Inc

Technology
1.45K
+ 0.98%
$30.91 - $40.21 $44.8K - $58.2K
149K $5.78M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.57K
+ 9.84%
$79.31 - $93.31 $363K - $427K
51K $4.72M
KKR
Kkr & Co. Inc.

Financial Services
4.57K
+ 8.41%
$92.62 - $111.49 $423K - $510K
58.9K $6.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.21K
+ 6.06%
$40.83 - $44.89 $376K - $413K
161K $7.06M
GOOG
Alphabet Inc.

Communication Services
1K
+ 6.27%
$151.94 - $186.86 $152K - $187K
16.9K $3.11M
HON
Honeywell International Inc

Industrials
2.98K
+ 68.59%
$190.36 - $215.89 $568K - $644K
7.33K $1.57M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
14.7K
+ 79.18%
$41.01 - $42.88 $601K - $629K
33.2K $1.42M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
10.6K
+ 26.07%
$45.19 - $49.99 $481K - $532K
51.4K $2.56M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
19.1K
+ 24.77%
$24.67 - $27.2 $471K - $520K
96.2K $2.56M
LRCX
Lam Research Corp

Technology
15
+ 0.24%
$868.07 - $1089.58 $13K - $16.3K
6.16K $6.56M
TSLA
Tesla, Inc.

Consumer Cyclical
1.28K
+ 12.06%
$142.05 - $197.88 $182K - $254K
11.9K $2.36M
SOFI
So Fi Technologies, Inc.

Financial Services
76.4K
+ 188.98%
$6.32 - $7.89 $483K - $603K
117K $772K
VTI
Vanguard Total Stock Market Et

ETFs
1.23K
+ 9.67%
$245.23 - $269.4 $303K - $332K
14K $3.74M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.43K
+ 32.11%
$75.81 - $76.76 $412K - $417K
22.4K $1.71M
RIO
Rio Tinto PLC

Basic Materials
2.52K
+ 2.53%
$63.0 - $73.61 $159K - $185K
102K $6.74M
COST
Costco Wholesale Corp

Consumer Defensive
93
+ 3.94%
$704.88 - $870.75 $65.6K - $81K
2.46K $2.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.81K
+ 14.17%
$95.11 - $97.92 $362K - $373K
30.7K $2.98M
MA
Mastercard Inc

Financial Services
1.83K
+ 15.51%
$441.1 - $479.43 $806K - $876K
13.6K $6M
LLY
Eli Lilly & CO

Healthcare
218
+ 23.77%
$724.87 - $909.04 $158K - $198K
1.14K $1.03M
WMT
Walmart Inc.

Consumer Defensive
3.98K
+ 81.1%
$58.85 - $68.9 $234K - $274K
8.89K $601K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.13K
+ 28.61%
$61.69 - $64.0 $317K - $328K
23.1K $1.45M
AVGO
Broadcom Inc.

Technology
89
+ 17.08%
$1204.71 - $1828.87 $107K - $163K
610 $979K
GS
Goldman Sachs Group Inc

Financial Services
559
+ 56.52%
$389.49 - $470.41 $218K - $263K
1.55K $700K
AMAT
Applied Materials Inc

Technology
747
+ 20.4%
$189.46 - $247.83 $142K - $185K
4.41K $1.04M
AEP
American Electric Power CO Inc

Utilities
1.88K
+ 2.68%
$79.51 - $92.67 $149K - $174K
72K $6.32M
JCI
Johnson Controls International PLC

Industrials
2.31K
+ 5.02%
$60.47 - $73.9 $140K - $171K
48.5K $3.22M
Activity Summary
Buys All Purchases 204 New Holdings 50 Increased Positions 154 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 1 Puts 1
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