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
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.52K
+ 12.54%
$93.69 - $101.79 $236K - $257K
22.6K $2.22M
SLB
Schlumberger Limited

Energy
4.49K
+ 100.38%
$43.0 - $55.22 $193K - $248K
8.97K $423K
PH
Parker Hannifin Corp

Industrials
371
+ 74.65%
$502.63 - $566.67 $186K - $210K
868 $439K
LMT
Lockheed Martin Corp

Industrials
50
+ 0.46%
$447.57 - $471.51 $22.4K - $23.6K
10.9K $5.07M
WFC
Wells Fargo & Company

Financial Services
2.04K
+ 9.15%
$56.41 - $62.34 $115K - $127K
24.3K $1.44M
EVRG
Evergy, Inc.

Utilities
3.14K
+ 6.56%
$49.56 - $55.74 $156K - $175K
51K $2.7M
JPM
Jpmorgan Chase & CO

Financial Services
330
+ 0.85%
$180.08 - $204.79 $59.4K - $67.6K
39K $7.9M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.21K
+ 26.45%
$67.85 - $72.06 $150K - $159K
10.5K $741K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.64K
+ 6.8%
$51.1 - $52.24 $135K - $138K
41.5K $2.16M
GLD
Spdr Gold Trust

ETFs
475
+ 17.61%
$207.82 - $224.56 $98.7K - $107K
3.17K $682K
RTX
Raytheon Technologies Corp

Industrials
755
+ 5.63%
$97.55 - $108.44 $73.7K - $81.9K
14.2K $1.42M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
201
+ 10.0%
$127.7 - $179.69 $25.7K - $36.1K
2.21K $384K
PEP
Pepsico Inc

Consumer Defensive
894
+ 21.68%
$163.33 - $183.11 $146K - $164K
5.02K $827K
MU
Micron Technology Inc

Technology
568
+ 27.32%
$106.77 - $153.45 $60.6K - $87.2K
2.65K $348K
QUAL
Ishares Msci Usa Quality Facto

ETFs
341
+ 5.01%
$154.56 - $173.19 $52.7K - $59.1K
7.15K $1.22M
HAL
Halliburton CO

Energy
4.14K
+ 56.03%
$32.92 - $41.24 $136K - $171K
11.5K $389K
BAC
Bank Of America Corp

Financial Services
1.37K
+ 8.17%
$34.68 - $40.02 $47.4K - $54.7K
18.1K $719K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.91K
+ 6.83%
$109.44 - $118.4 $209K - $226K
29.8K $3.38M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.14K
+ 22.14%
$76.09 - $82.16 $87K - $94K
6.31K $494K
CARR
Carrier Global Corp

Industrials
303
+ 2.57%
$53.38 - $66.22 $16.2K - $20.1K
12.1K $764K
HD
Home Depot, Inc.

Consumer Cyclical
541
+ 19.15%
$325.1 - $368.03 $176K - $199K
3.37K $1.16M
CSCO
Cisco Systems, Inc.

Technology
2K
+ 19.77%
$45.52 - $50.04 $91.2K - $100K
12.1K $576K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
9
+ 1.34%
$883.2 - $1071.19 $7.95K - $9.64K
683 $717K
VB
Vanguard Small Cap ETF

ETFs
625
+ 8.72%
$210.76 - $226.94 $132K - $142K
7.8K $1.7M
TTD
Trade Desk, Inc.

Technology
153
+ 3.61%
$77.3 - $99.25 $11.8K - $15.2K
4.4K $429K
SMCI
Super Micro Computer, Inc.

Technology
139
+ 47.12%
$713.65 - $1037.15 $99.2K - $144K
434 $355K
ENB
Enbridge Inc

Energy
4.37K
+ 2.59%
$32.97 - $37.83 $144K - $165K
173K $6.17M
MO
Altria Group, Inc.

Consumer Defensive
1K
+ 21.77%
$40.75 - $46.83 $40.8K - $46.9K
5.6K $255K
CI
Cigna Corp

Healthcare
389
+ 16.92%
$330.57 - $364.08 $129K - $142K
2.69K $888K
F
Ford Motor CO

Consumer Cyclical
5.29K
+ 33.9%
$11.56 - $13.65 $61.1K - $72.1K
20.9K $261K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
705
+ 1.43%
$76.35 - $77.35 $53.8K - $54.5K
50K $3.86M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
830
+ 3.57%
$121.57 - $132.2 $101K - $110K
24.1K $3.09M
AXP
American Express CO

Financial Services
179
+ 10.37%
$217.5 - $243.08 $38.9K - $43.5K
1.91K $441K
FCOM
Fidelity Covington Tr Msci Com

ETFs
308
+ 2.63%
$47.4 - $52.64 $14.6K - $16.2K
12K $626K
FCX
Freeport Mcmoran Inc

Basic Materials
631
+ 6.75%
$47.26 - $54.86 $29.8K - $34.6K
9.98K $485K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
2.66K
+ 10.05%
$10.08 - $14.3 $26.8K - $38.1K
29.1K $392K
PFE
Pfizer Inc

Healthcare
32
+ 0.02%
$25.26 - $29.6 $808 - $947
185K $5.17M
ETN
Eaton Corp PLC

Industrials
127
+ 6.54%
$303.02 - $340.89 $38.5K - $43.3K
2.07K $648K
SWKS
Skyworks Solutions, Inc.

Technology
1.25K
+ 2.38%
$89.72 - $107.86 $112K - $135K
53.6K $5.72M
DHR
Danaher Corp

Healthcare
148
+ 12.74%
$235.51 - $267.98 $34.9K - $39.7K
1.31K $327K
VTV
Vanguard Value ETF

ETFs
363
+ 4.14%
$154.57 - $163.65 $56.1K - $59.4K
9.13K $1.46M
CMCSA
Comcast Corp

Communication Services
1.63K
+ 23.52%
$36.9 - $42.28 $60.1K - $68.9K
8.56K $335K
FDVV
Fidelity High Dividend ETF

ETFs
35
+ 0.17%
$43.48 - $47.63 $1.52K - $1.67K
21K $983K
MFIN
Medallion Financial Corp

Financial Services
5.42K
+ 11.08%
$6.84 - $8.4 $37K - $45.5K
54.3K $416K
FIDI
Fidelity Covington Tr

ETFs
1.74K
+ 16.45%
$20.08 - $21.75 $34.9K - $37.8K
12.3K $249K
HDV
Ishares Core High Dividend ETF

ETFs
323
+ 4.63%
$105.85 - $111.68 $34.2K - $36.1K
7.3K $793K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
91
+ 9.16%
$196.29 - $215.75 $17.9K - $19.6K
1.08K $228K
CAT
Caterpillar Inc

Industrials
202
+ 15.41%
$321.47 - $379.3 $64.9K - $76.6K
1.51K $503K
OC
Owens Corning

Industrials
65
+ 4.56%
$160.11 - $181.39 $10.4K - $11.8K
1.49K $258K
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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