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
PYPL
Pay Pal Holdings, Inc.

Financial Services
267
+ 10.34%
$77.25 - $91.3 $20.6K - $24.4K
2.85K $243K
USB
Us Bancorp \De\

Financial Services
498
+ 7.3%
$43.98 - $53.66 $21.9K - $26.7K
7.32K $350K
PH
Parker Hannifin Corp

Industrials
58
+ 9.81%
$621.74 - $709.46 $36.1K - $41.1K
649 $412K
F
Ford Motor CO

Consumer Cyclical
4.88K
+ 29.12%
$9.69 - $11.4 $47.3K - $55.6K
21.6K $214K
CMCSA
Comcast Corp

Communication Services
2.01K
+ 21.55%
$37.39 - $45.14 $75.2K - $90.7K
11.3K $425K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.6K
+ 294.71%
$25.93 - $105.3 $430K - $1.75M
22.2K $619K
CMI
Cummins Inc

Industrials
46
+ 7.42%
$324.93 - $383.42 $14.9K - $17.6K
666 $232K
SYK
Stryker Corp

Healthcare
93
+ 7.4%
$345.14 - $392.15 $32.1K - $36.5K
1.35K $486K
EMLP
First Tr Exchange Traded Iv

ETFs
36
+ 0.27%
$33.69 - $38.24 $1.21K - $1.38K
13.5K $481K
BSX
Boston Scientific Corp

Healthcare
146
+ 5.1%
$83.62 - $91.5 $12.2K - $13.4K
3.01K $268K
VBK
Vanguard Small Cap Growth ETF

ETFs
50
+ 5.29%
$264.18 - $304.19 $13.2K - $15.2K
996 $278K
PM
Philip Morris International Inc.

Consumer Defensive
222
+ 9.78%
$118.38 - $133.06 $26.3K - $29.5K
2.49K $299K
EQIX
Equinix Inc

Real Estate
6
+ 2.04%
$865.69 - $985.0 $5.19K - $5.91K
300 $282K
INTU
Intuit Inc

Technology
27
+ 6.31%
$602.01 - $706.25 $16.3K - $19.1K
455 $285K
TXN
Texas Instruments Inc

Technology
88
+ 6.23%
N/A
1.5K $292K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
29
+ 0.73%
$563.99 - $620.12 $16.4K - $18K
3.99K $2.27M
FDX
Fedex Corp

Industrials
33
+ 3.71%
$260.5 - $305.15 $8.6K - $10.1K
923 $259K
RTX
Raytheon Technologies Corp

Industrials
823
+ 5.43%
$114.45 - $127.21 $94.2K - $105K
16K $1.85M
CB
Chubb LTD

Financial Services
95
+ 7.52%
$271.57 - $301.89 $25.8K - $28.7K
1.36K $375K
VO
Vanguard Mid Cap ETF

ETFs
25
+ 0.26%
$261.5 - $284.63 $6.54K - $7.12K
9.69K $2.56M
TROW
Price T Rowe Group Inc

Financial Services
7
+ 0.32%
$106.48 - $124.69 $745 - $873
2.18K $246K
OEF
Ishares S&P 100 ETF

ETFs
13
+ 1.52%
N/A
869 $231K
AAL
American Airlines Group Inc.

Industrials
343
+ 2.38%
N/A
14.8K $162K
IWD
Ishares Russell 1000 Val ETF

ETFs
69
+ 2.99%
$183.23 - $199.79 $12.6K - $13.8K
2.38K $440K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
168
+ 1.59%
$442.29 - $483.08 $74.3K - $81.2K
10.7K $4.87M
Axil Brands Inc
5K
+ 3.33%
N/A
155K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.72K
+ 192.73%
$22.4 - $68.28 $173K - $527K
11.7K $271K
Fidelity Wise Origin Bitcoin
610
+ 4.71%
N/A
13.6K $0
Bitwise Ethereum ETF
7.29K
+ 59.36%
N/A
19.6K $0
Linde PLC
68
+ 13.96%
N/A
555 $0
American Healthcare Reit Inc
12
+ 0.15%
N/A
8.22K $0
Ge Healthcare Technologies I
462
+ 21.06%
N/A
2.66K $0
PDEC
Innovator U.S. Equity Power Bu
3.22K
+ 33.19%
N/A
12.9K $0
Ge Vernova Inc
654
+ 36.43%
N/A
2.45K $0
SO
Southern CO

Utilities
278
+ 9.2%
$81.5 - $94.15 $22.7K - $26.2K
3.3K $271K
IWN
Ishares Russell2000 Val ETF

ETFs
18
+ 1.18%
$162.69 - $181.35 $2.93K - $3.26K
1.54K $252K
LOW
Lowes Companies Inc

Consumer Cyclical
178
+ 9.33%
$244.52 - $284.07 $43.5K - $50.6K
2.09K $514K
VOE
Vanguard Mid Cap Value Index F

ETFs
43
+ 2.53%
$160.89 - $176.18 $6.92K - $7.58K
1.75K $282K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1
+ 0.01%
$50.67 - $50.9 $50.7 - $50.9
12.8K $648K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
286
+ 7.85%
$79.93 - $88.06 $22.9K - $25.2K
3.93K $314K
NSC
Norfolk Southern Corp

Industrials
87
+ 4.2%
$230.6 - $277.0 $20.1K - $24.1K
2.16K $506K
ICE
Intercontinental Exchange, Inc.

Financial Services
58
+ 4.0%
$148.29 - $166.93 $8.6K - $9.68K
1.51K $224K
MMSI
Merit Medical Systems Inc

Healthcare
62
+ 0.84%
$93.76 - $105.52 $5.81K - $6.54K
7.48K $723K
DVY
Ishares Tr

ETFs
1
+ 0.04%
$129.55 - $143.41 $130 - $143
2.62K $344K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10
+ 0.88%
$209.89 - $233.24 $2.1K - $2.33K
1.15K $244K
SCHV
Schwab Strategic Tr Us Large C

ETFs
10K
+ 200.0%
$25.79 - $80.4 $258K - $804K
15K $391K
SCHP
Schwab Strategic Us Tips ETF

ETFs
37.6K
+ 106.23%
$25.74 - $53.78 $969K - $2.02M
73.1K $1.89M
FDVV
Fidelity High Dividend ETF

ETFs
51
+ 0.24%
$49.66 - $52.63 $2.53K - $2.68K
21.1K $1.05M
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 2.68%
$288.47 - $316.54 $22.2K - $24.4K
2.95K $854K
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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