Soltis Investment Advisors LLC Incresed Positions in Q4 2024

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
5.34K
+ 9.59%
$52.0 - $55.66 $278K - $297K
61K $3.26M
XLV
Select Sector Spdr Fund Health

ETFs
4.03K
+ 27.7%
$136.28 - $154.74 $550K - $624K
18.6K $2.56M
WMT
Walmart Inc.

Consumer Defensive
2.07K
+ 17.63%
$79.1 - $95.7 $163K - $198K
13.8K $1.25M
MUB
Ishares National Muni Bond ETF

ETFs
2.79K
+ 64.42%
$105.78 - $108.7 $295K - $303K
7.12K $758K
SLV
I Shares Silver Trust

ETFs
10.7K
+ 58.46%
$26.33 - $31.74 $283K - $341K
29.1K $766K
MAR
Marriott International Inc

Consumer Cyclical
100
+ 1.4%
$246.06 - $292.59 $24.6K - $29.3K
7.22K $2.02M
UNP
Union Pacific Corp

Industrials
1.14K
+ 114.92%
$223.15 - $249.32 $254K - $284K
2.13K $486K
BNDX
Vanguard Total International B

ETFs
4.4K
+ 86.0%
$48.91 - $50.61 $215K - $223K
9.53K $467K
GS
Goldman Sachs Group Inc

Financial Services
153
+ 9.96%
$486.1 - $608.57 $74.4K - $93.1K
1.69K $967K
VUG
Vanguard Growth ETF

ETFs
161
+ 3.66%
$378.79 - $428.11 $61K - $68.9K
4.55K $1.87M
EVRG
Evergy, Inc.

Utilities
3.16K
+ 5.76%
$59.06 - $65.0 $187K - $205K
58K $3.57M
MS
Morgan Stanley

Financial Services
918
+ 39.6%
$104.42 - $134.99 $95.9K - $124K
3.24K $406K
VBR
Vanguard Small Cap Value ETF

ETFs
851
+ 24.31%
$197.36 - $217.3 $168K - $185K
4.35K $862K
XLF
Financial Sector Spdr

ETFs
1.33K
+ 4.38%
$44.89 - $51.34 $59.7K - $68.3K
31.7K $1.53M
UNH
Unitedhealth Group Inc

Healthcare
3.15K
+ 17.21%
$485.52 - $625.25 $1.53M - $1.97M
21.4K $10.8M
COF
Capital One Financial Corp

Financial Services
138
+ 3.19%
$145.19 - $192.01 $20K - $26.5K
4.46K $795K
NOW
Service Now, Inc.

Technology
47
+ 8.27%
$867.18 - $1148.42 $40.8K - $54K
615 $651K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
354
+ 5.47%
$170.03 - $192.78 $60.2K - $68.2K
6.83K $1.26M
IBM
International Business Machines Corp

Technology
614
+ 19.87%
$204.9 - $238.04 $126K - $146K
3.7K $814K
BAC
Bank Of America Corp

Financial Services
1.04K
+ 5.72%
$39.22 - $47.77 $40.6K - $49.4K
19.1K $840K
DIS
Walt Disney CO

Communication Services
229
+ 3.59%
$92.39 - $117.6 $21.2K - $26.9K
6.6K $734K
SPG
Simon Property Group Inc

Real Estate
279
+ 1.22%
$167.23 - $183.84 $46.7K - $51.3K
23.2K $4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
33
+ 0.09%
$124.26 - $134.12 $4.1K - $4.43K
35.1K $4.51M
HD
Home Depot, Inc.

Consumer Cyclical
435
+ 11.12%
$385.02 - $431.37 $167K - $188K
4.35K $1.69M
HSBC
Hsbc Holdings PLC

Financial Services
518
+ 3.65%
$43.83 - $49.51 $22.7K - $25.6K
14.7K $727K
LUV
Southwest Airlines CO

Industrials
136
+ 0.67%
$28.99 - $34.84 $3.94K - $4.74K
20.4K $685K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.14K
+ 6.45%
$44.87 - $46.86 $231K - $241K
84.8K $3.8M
XLE
Energy Sector Spdr

ETFs
1.11K
+ 15.17%
$83.32 - $97.27 $92.5K - $108K
8.43K $721K
ETN
Eaton Corp PLC

Industrials
229
+ 10.94%
$326.96 - $377.52 $74.9K - $86.5K
2.32K $770K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
7.43K
+ 55.86%
$7.67 - $9.21 $57K - $68.4K
20.7K $178K
VTV
Vanguard Value ETF

ETFs
734
+ 7.86%
$168.32 - $181.87 $124K - $133K
10.1K $1.71M
HDV
Ishares Core High Dividend ETF

ETFs
1.01K
+ 13.73%
$110.82 - $121.28 $112K - $122K
8.37K $939K
EQR
Equity Residential

Real Estate
2.61K
+ 6.02%
$69.12 - $77.48 $180K - $202K
45.9K $3.3M
FDIS
Fidelity Covington Tr Msci Con

ETFs
62
+ 0.87%
$85.33 - $104.24 $5.29K - $6.46K
7.18K $699K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.27K
+ 5.11%
$134.53 - $150.65 $171K - $192K
26.2K $3.54M
DE
Deere & CO

Industrials
153
+ 26.7%
$389.45 - $466.0 $59.6K - $71.3K
726 $307K
TJX
Tjx Companies Inc

Consumer Cyclical
477
+ 15.54%
$112.15 - $127.2 $53.5K - $60.7K
3.55K $428K
ADP
Automatic Data Processing Inc

Industrials
70
+ 2.4%
$280.08 - $307.97 $19.6K - $21.6K
2.98K $873K
MO
Altria Group, Inc.

Consumer Defensive
1.13K
+ 24.29%
$49.06 - $57.74 $55.2K - $65K
5.76K $301K
EW
Edwards Lifesciences Corp

Healthcare
86
+ 1.23%
$64.54 - $75.92 $5.55K - $6.53K
7.09K $524K
BMY
Bristol Myers Squibb CO

Healthcare
461
+ 6.24%
$51.92 - $59.94 $23.9K - $27.6K
7.84K $443K
SPGI
S&P Global Inc.

Financial Services
125
+ 30.05%
$480.36 - $529.17 $60K - $66.1K
541 $269K
KKR
Kkr & Co. Inc.

Financial Services
166
+ 10.29%
$129.87 - $162.87 $21.6K - $27K
1.78K $263K
PCAR
Paccar Inc

Industrials
359
+ 12.29%
$97.92 - $118.41 $35.2K - $42.5K
3.28K $341K
EMR
Emerson Electric CO

Industrials
117
+ 4.78%
$108.13 - $134.33 $12.7K - $15.7K
2.56K $317K
ISRG
Intuitive Surgical Inc

Healthcare
63
+ 12.14%
$471.27 - $550.62 $29.7K - $34.7K
582 $303K
QUAL
Ishares Msci Usa Quality Facto

ETFs
307
+ 4.23%
$176.42 - $186.91 $54.2K - $57.4K
7.57K $1.35M
TMUS
T Mobile Us, Inc.

Communication Services
17
+ 0.62%
$206.1 - $246.94 $3.5K - $4.2K
2.74K $604K
CAT
Caterpillar Inc

Industrials
228
+ 16.27%
$360.37 - $416.88 $82.2K - $95K
1.63K $590K
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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