Soltis Investment Advisors LLC Incresed Positions in Q1 2025

Soltis Investment Advisors LLC

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

ETFs
339K
+ 128.93%
$71.17 - $73.66 $24.1M - $24.9M
601K $44.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
22.6K
+ 70.15%
$551.42 - $612.93 $12.5M - $13.9M
54.9K $30.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
15K
+ 65.63%
$468.34 - $539.52 $7.05M - $8.12M
38K $17.8M
XLK
Technology Sector Spdr

ETFs
30.4K
+ 122.76%
$206.38 - $242.18 $6.27M - $7.35M
55.1K $11.4M
NFLX
Netflix Inc

Communication Services
5.27K
+ 50.32%
$828.4 - $1058.6 $4.36M - $5.58M
15.7K $14.7M
AMGN
Amgen Inc

Healthcare
15.5K
+ 665.87%
$258.59 - $327.36 $4.02M - $5.08M
17.9K $5.56M
VZ
Verizon Communications Inc

Communication Services
86.4K
+ 55.72%
$37.81 - $46.49 $3.27M - $4.02M
241K $10.9M
JNJ
Johnson & Johnson

Healthcare
18.4K
+ 51.1%
$142.06 - $167.7 $2.61M - $3.08M
54.4K $9.02M
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
310K
+ 172.81%
$10.9 - $12.02 $3.38M - $3.73M
490K $5.77M
SHW
Sherwin Williams CO

Basic Materials
9.46K
+ 115.9%
$330.16 - $365.55 $3.12M - $3.46M
17.6K $6.15M
XLY
Select Sector Spdr Consumer Di

ETFs
17.9K
+ 233.54%
$192.6 - $233.2 $3.45M - $4.18M
25.6K $5.06M
MCK
Mckesson Corp

Healthcare
3.94K
+ 94.44%
$566.21 - $672.99 $2.23M - $2.65M
8.11K $5.46M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.72K
+ 78.14%
$1187.71 - $1432.58 $2.05M - $2.47M
3.93K $5.63M
BMY
Bristol Myers Squibb CO

Healthcare
40.5K
+ 515.98%
$53.9 - $63.11 $2.18M - $2.55M
48.3K $2.95M
UNP
Union Pacific Corp

Industrials
10.1K
+ 472.33%
$225.21 - $254.42 $2.27M - $2.56M
12.2K $2.88M
MRK
Merck & Co., Inc.

Healthcare
27.3K
+ 272.75%
$83.01 - $101.02 $2.27M - $2.76M
37.4K $3.35M
PFE
Pfizer Inc

Healthcare
92.6K
+ 558.48%
$25.01 - $27.13 $2.31M - $2.51M
109K $2.77M
JPM
Jpmorgan Chase & CO

Financial Services
8.71K
+ 26.17%
$225.19 - $279.95 $1.96M - $2.44M
42K $10.3M
CVX
Chevron Corp

Energy
2.52K
+ 3.16%
$146.71 - $167.97 $369K - $422K
82K $13.7M
KR
Kroger CO

Consumer Defensive
20.3K
+ 19.47%
$58.36 - $67.72 $1.18M - $1.37M
124K $8.43M
LMT
Lockheed Martin Corp

Industrials
5.79K
+ 41.56%
$423.19 - $506.29 $2.45M - $2.93M
19.7K $8.81M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
66.6K
+ 12.75%
$18.36 - $20.51 $1.22M - $1.37M
589K $11.7M
LYB
Lyondell Basell Industries N.V.

Basic Materials
31.9K
+ 43.67%
$69.82 - $78.67 $2.23M - $2.51M
105K $7.39M
CMCSA
Comcast Corp

Communication Services
50.4K
+ 444.29%
$33.19 - $38.23 $1.67M - $1.93M
61.7K $2.28M
COP
Conocophillips

Energy
15.3K
+ 37.25%
$88.6 - $105.85 $1.35M - $1.62M
56.3K $5.92M
ETN
Eaton Corp PLC

Industrials
7.15K
+ 307.8%
$271.83 - $371.23 $1.94M - $2.65M
9.47K $2.57M
AMT
American Tower Corp

Real Estate
1.8K
+ 5.14%
$173.46 - $217.6 $313K - $392K
36.9K $8.02M
LLY
Eli Lilly & CO

Healthcare
1.52K
+ 38.05%
$725.72 - $929.72 $1.11M - $1.42M
5.53K $4.57M
XLC
Select Sector Spdr Tr Communic

ETFs
12.6K
+ 63.11%
$94.84 - $105.31 $1.19M - $1.32M
32.4K $3.13M
MDT
Medtronic PLC

Healthcare
2.34K
+ 2.71%
$79.84 - $94.5 $187K - $221K
88.5K $7.96M
KO
Coca Cola CO

Consumer Defensive
1.03K
+ 1.03%
$60.81 - $72.32 $62.5K - $74.3K
101K $7.23M
ES
Eversource Energy

Utilities
9.44K
+ 13.01%
$55.63 - $63.8 $525K - $602K
82K $5.1M
RIO
Rio Tinto PLC

Basic Materials
11.5K
+ 9.55%
$58.19 - $64.29 $670K - $741K
132K $7.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.2K
+ 10.83%
$42.5 - $46.71 $603K - $662K
145K $6.57M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
17.8K
+ 29.14%
$50.25 - $55.9 $893K - $994K
78.8K $4.05M
O
Realty Income Corp

Real Estate
1.94K
+ 1.39%
$51.67 - $58.49 $100K - $113K
141K $8.18M
HSY
Hershey CO

Consumer Defensive
3.96K
+ 9.43%
$144.74 - $186.36 $574K - $739K
46K $7.87M
IVE
Ishares S&P 500 Value ETF

ETFs
3.07K
+ 12.42%
$185.78 - $198.58 $570K - $609K
27.8K $5.29M
QCOM
Qualcomm Inc

Technology
3.48K
+ 39.47%
$151.94 - $175.86 $529K - $612K
12.3K $1.89M
GPC
Genuine Parts CO

Consumer Cyclical
3.36K
+ 8.46%
$115.91 - $129.02 $389K - $433K
43K $5.13M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.05K
+ 1.45%
$50.39 - $50.66 $355K - $357K
494K $25M
PANW
Palo Alto Networks Inc

Technology
2.55K
+ 218.73%
$167.82 - $208.28 $427K - $530K
3.71K $633K
GILD
Gilead Sciences, Inc.

Healthcare
3.1K
+ 118.39%
$89.14 - $117.41 $276K - $364K
5.71K $640K
SBUX
Starbucks Corp

Consumer Cyclical
3.1K
+ 23.73%
$91.75 - $115.81 $284K - $359K
16.2K $1.59M
FISV
Fiserv Inc

Technology
2.61K
+ 12.53%
N/A
23.5K $2.94M
RTX
Raytheon Technologies Corp

Industrials
404
+ 2.53%
$114.1 - $135.66 $46.1K - $54.8K
16.4K $2.17M
HEI
Heico Corp

Industrials
360
+ 5.32%
$219.6 - $270.85 $79.1K - $97.5K
7.13K $1.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
906
+ 11.88%
$497.6 - $606.74 $451K - $550K
8.53K $4.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.81K
+ 5.51%
$27.01 - $28.54 $184K - $194K
130K $3.64M
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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