Soltis Investment Advisors LLC Incresed Positions in Q2 2025

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
1.46K
+ 66.18%
$231.39 - $318.98 $337K - $465K
3.66K $1.17M
CRWD
Crowd Strike Holdings, Inc.

Technology
636
+ 39.92%
$321.63 - $509.31 $205K - $324K
2.23K $1.14M
GLD
Spdr Gold Trust

ETFs
1.64K
+ 43.51%
$273.71 - $316.29 $448K - $518K
5.4K $1.65M
MCHP
Microchip Technology Inc

Technology
87
+ 0.35%
$35.34 - $71.6 $3.07K - $6.23K
24.6K $1.73M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.87K
+ 7.87%
$73.7 - $90.98 $211K - $261K
39.3K $3.57M
GD
General Dynamics Corp

Industrials
840
+ 5.69%
$247.68 - $291.66 $208K - $245K
15.6K $4.55M
VUG
Vanguard Growth ETF

ETFs
499
+ 10.96%
$329.49 - $438.4 $164K - $219K
5.05K $2.22M
NEE
Nextera Energy Inc

Utilities
7.65K
+ 171.07%
$64.11 - $75.0 $490K - $573K
12.1K $840K
IXUS
Ishares Tr

ETFs
935
+ 1.68%
$62.37 - $77.63 $58.3K - $72.6K
56.5K $4.37M
MO
Altria Group, Inc.

Consumer Defensive
8.44K
+ 141.79%
$55.56 - $60.91 $469K - $514K
14.4K $843K
VTI
Vanguard Total Stock Market Et

ETFs
574
+ 5.46%
$243.75 - $303.93 $140K - $174K
11.1K $3.37M
VEA
Vanguard Ftse Developed Market

ETFs
3.03K
+ 6.53%
$45.65 - $57.01 $138K - $173K
49.3K $2.81M
AMD
Advanced Micro Devices Inc

Technology
2.01K
+ 48.64%
$78.21 - $143.81 $157K - $289K
6.14K $871K
GPC
Genuine Parts CO

Consumer Cyclical
2.84K
+ 6.61%
$105.54 - $129.09 $300K - $367K
45.9K $5.57M
VO
Vanguard Mid Cap ETF

ETFs
741
+ 7.3%
$228.54 - $279.83 $169K - $207K
10.9K $3.05M
PANW
Palo Alto Networks Inc

Technology
1.44K
+ 38.92%
$152.44 - $204.64 $220K - $296K
5.15K $1.05M
UBER
Uber Technologies, Inc

Technology
2.97K
+ 47.62%
$64.62 - $93.3 $192K - $277K
9.2K $858K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
113
+ 0.57%
$60.61 - $87.72 $6.85K - $9.91K
20.1K $1.7M
COF
Capital One Financial Corp

Financial Services
1.1K
+ 23.93%
$150.57 - $212.76 $166K - $234K
5.71K $1.21M
ADI
Analog Devices Inc

Technology
729
+ 12.85%
$164.6 - $238.02 $120K - $174K
6.4K $1.52M
MS
Morgan Stanley

Financial Services
2.09K
+ 64.35%
$99.83 - $140.86 $209K - $295K
5.35K $753K
O
Realty Income Corp

Real Estate
7.28K
+ 5.16%
$52.27 - $58.52 $380K - $426K
148K $8.54M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
3.64K
+ 9.76%
$10.8 - $19.72 $39.3K - $71.7K
40.9K $806K
SKYW
Skywest Inc

Industrials
95
+ 0.44%
$79.41 - $103.84 $7.54K - $9.86K
21.9K $2.26M
KO
Coca Cola CO

Consumer Defensive
5.85K
+ 5.79%
$68.37 - $73.9 $400K - $432K
107K $7.56M
HD
Home Depot, Inc.

Consumer Cyclical
883
+ 20.38%
$335.24 - $380.78 $296K - $336K
5.22K $1.91M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.74K
+ 144.59%
$63.54 - $68.5 $301K - $325K
8.02K $540K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
85
+ 0.13%
$90.56 - $109.49 $7.7K - $9.31K
64.9K $7.09M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.8K
+ 8.2%
$103.88 - $123.68 $187K - $223K
23.7K $2.93M
VB
Vanguard Small Cap ETF

ETFs
681
+ 7.91%
$193.73 - $237.37 $132K - $162K
9.29K $2.2M
EVRG
Evergy, Inc.

Utilities
4.24K
+ 7.37%
$64.06 - $69.64 $271K - $295K
61.7K $4.26M
MAR
Marriott International Inc

Consumer Cyclical
73
+ 1.0%
$211.12 - $274.14 $15.4K - $20K
7.4K $2.02M
CAT
Caterpillar Inc

Industrials
465
+ 29.47%
$273.94 - $388.21 $127K - $181K
2.04K $793K
RTX
Raytheon Technologies Corp

Industrials
282
+ 1.72%
$113.75 - $148.48 $32.1K - $41.9K
16.7K $2.44M
NOC
Northrop Grumman Corp

Industrials
635
+ 12.66%
$456.3 - $540.39 $290K - $343K
5.65K $2.82M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
918
+ 5.91%
$108.87 - $133.04 $99.9K - $122K
16.5K $2.19M
RIO
Rio Tinto PLC

Basic Materials
8.31K
+ 6.29%
$52.32 - $62.75 $435K - $522K
141K $8.2M
BAC
Bank Of America Corp

Financial Services
2.83K
+ 14.1%
$34.39 - $47.46 $97.5K - $135K
22.9K $1.09M
CSCO
Cisco Systems, Inc.

Technology
2.21K
+ 19.49%
$53.19 - $69.38 $117K - $153K
13.5K $938K
WFC
Wells Fargo & Company

Financial Services
459
+ 1.9%
$60.98 - $80.12 $28K - $36.8K
24.6K $1.97M
SHOP
Shopify Inc.

Technology
988
+ 16.69%
$76.89 - $115.35 $76K - $114K
6.91K $796K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.11K
+ 59.87%
$151.62 - $183.47 $168K - $204K
2.96K $543K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.46K
+ 15.06%
$19.1 - $23.83 $104K - $130K
41.7K $994K
CRM
Salesforce, Inc.

Technology
732
+ 26.18%
$236.26 - $291.15 $173K - $213K
3.53K $962K
ETR
Entergy Corp

Utilities
4.83K
+ 5.85%
$79.01 - $86.61 $382K - $419K
87.4K $7.27M
DIS
Walt Disney CO

Communication Services
152
+ 2.1%
$81.72 - $124.01 $12.4K - $18.8K
7.39K $916K
SOFI
So Fi Technologies, Inc.

Financial Services
501
+ 1.79%
$9.5 - $18.21 $4.76K - $9.12K
28.4K $517K
INTU
Intuit Inc

Technology
116
+ 20.75%
$544.07 - $787.63 $63.1K - $91.4K
675 $531K
DE
Deere & CO

Industrials
299
+ 33.52%
$412.99 - $531.48 $123K - $159K
1.19K $605K
Activity Summary
Buys All Purchases 258 New Holdings 45 Increased Positions 213 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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