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
NOW
Service Now, Inc.

Technology
22
+ 3.21%
$721.65 - $1040.18 $15.9K - $22.9K
707 $726K
SYK
Stryker Corp

Healthcare
372
+ 26.12%
$337.37 - $395.63 $126K - $147K
1.8K $710K
PG
Procter & Gamble CO

Consumer Defensive
3.44K
+ 10.19%
$157.66 - $172.39 $542K - $593K
37.2K $5.93M
MDT
Medtronic PLC

Healthcare
4.69K
+ 5.29%
$80.68 - $88.86 $378K - $416K
93.2K $8.13M
DGRO
Ishares Core Dividend Growth E

ETFs
2.53K
+ 67.68%
$55.22 - $63.94 $140K - $162K
6.28K $401K
TTD
Trade Desk, Inc.

Technology
641
+ 9.12%
$45.27 - $79.4 $29K - $50.9K
7.67K $552K
UPS
United Parcel Service Inc

Industrials
4.84K
+ 13.05%
$91.92 - $110.2 $445K - $533K
41.9K $4.23M
VTV
Vanguard Value ETF

ETFs
675
+ 7.92%
$153.67 - $176.74 $104K - $119K
9.2K $1.63M
ADP
Automatic Data Processing Inc

Industrials
470
+ 15.89%
$276.76 - $326.81 $130K - $154K
3.43K $1.06M
LOW
Lowes Companies Inc

Consumer Cyclical
757
+ 35.47%
$210.83 - $235.28 $160K - $178K
2.89K $641K
KLAC
Kla Corp

Technology
70
+ 23.1%
$576.53 - $902.94 $40.4K - $63.2K
373 $334K
EMR
Emerson Electric CO

Industrials
466
+ 17.51%
$94.15 - $133.33 $43.9K - $62.1K
3.13K $417K
ISRG
Intuitive Surgical Inc

Healthcare
174
+ 27.15%
$451.58 - $565.94 $78.6K - $98.5K
815 $442K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.44K
+ 5.5%
$77.74 - $78.78 $112K - $113K
27.6K $2.17M
HCA
Hca Healthcare, Inc.

Healthcare
133
+ 7.57%
$317.61 - $387.52 $42.2K - $51.5K
1.89K $723K
GM
General Motors CO

Consumer Cyclical
1.77K
+ 13.27%
$42.48 - $50.46 $75.1K - $89.2K
15.1K $742K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
59.8K
+ 1522.35%
$87.84 - $1441.89 $5.25M - $86.2M
63.7K $5.74M
PCAR
Paccar Inc

Industrials
1.26K
+ 37.21%
$86.4 - $99.09 $109K - $125K
4.66K $442K
QUAL
Ishares Msci Usa Quality Facto

ETFs
103
+ 1.38%
$152.42 - $182.82 $15.7K - $18.8K
7.58K $1.39M
BNDX
Vanguard Total International B

ETFs
2.04K
+ 21.53%
$48.77 - $49.55 $99.5K - $101K
11.5K $570K
PNC
Pnc Financial Services Group, Inc.

Financial Services
501
+ 40.05%
$149.76 - $186.42 $75K - $93.4K
1.75K $326K
QCOM
Qualcomm Inc

Technology
235
+ 1.91%
$124.66 - $159.48 $29.3K - $37.5K
12.5K $2M
CCL
Carnival Corp

Consumer Cyclical
198
+ 1.69%
$16.43 - $28.12 $3.25K - $5.57K
11.9K $334K
AEP
American Electric Power CO Inc

Utilities
4.32K
+ 6.94%
$98.59 - $109.11 $426K - $471K
66.6K $6.91M
T
At&T Inc.

Communication Services
3.19K
+ 18.62%
$26.33 - $28.94 $83.9K - $92.2K
20.3K $587K
PH
Parker Hannifin Corp

Industrials
58
+ 9.01%
$517.23 - $700.54 $30K - $40.6K
702 $490K
DAL
Delta Air Lines, Inc.

Industrials
955
+ 10.27%
$35.88 - $52.99 $34.3K - $50.6K
10.3K $504K
FCX
Freeport Mcmoran Inc

Basic Materials
934
+ 8.95%
$29.15 - $44.46 $27.2K - $41.5K
11.4K $492K
VEU
Vanguard Ftse All World Ex Us

ETFs
605
+ 7.46%
$54.19 - $67.22 $32.8K - $40.7K
8.72K $586K
TRV
Travelers Companies, Inc.

Financial Services
303
+ 9.41%
$233.83 - $276.34 $70.9K - $83.7K
3.52K $942K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
67
+ 0.23%
$41.3 - $47.0 $2.77K - $3.15K
29.8K $1.4M
APP
App Lovin Corp

Technology
56
+ 6.86%
$219.37 - $417.89 $12.3K - $23.4K
872 $305K
IWB
Ishares Tr Russell 1000 ETF

ETFs
100
+ 6.15%
$272.36 - $339.57 $27.2K - $34K
1.73K $586K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
905
+ 9.85%
$85.42 - $94.39 $77.3K - $85.4K
10.1K $947K
NSC
Norfolk Southern Corp

Industrials
167
+ 7.61%
$206.34 - $257.46 $34.5K - $43K
2.36K $604K
FSK
Fs Kkr Capital Corp

Financial Services
4.22K
+ 23.0%
$17.95 - $21.5 $75.7K - $90.6K
22.5K $467K
IJS
Ishares S&P Smallcap 600 Value

ETFs
440
+ 2.22%
$83.54 - $100.04 $36.8K - $44K
20.3K $2.02M
VBR
Vanguard Small Cap Value ETF

ETFs
225
+ 5.13%
$162.76 - $195.77 $36.6K - $44K
4.61K $899K
EFA
Ishares Tr Msci Eafe ETF

ETFs
220
+ 2.73%
$72.96 - $90.39 $16.1K - $19.9K
8.28K $739K
HSBC
Hsbc Holdings PLC

Financial Services
322
+ 2.13%
$46.68 - $61.09 $15K - $19.7K
15.5K $940K
FDVV
Fidelity High Dividend ETF

ETFs
359
+ 1.7%
$43.6 - $52.02 $15.7K - $18.7K
21.5K $1.12M
CB
Chubb LTD

Financial Services
302
+ 21.05%
$274.32 - $302.46 $82.8K - $91.3K
1.74K $503K
F
Ford Motor CO

Consumer Cyclical
4.07K
+ 12.98%
$8.69 - $10.85 $35.4K - $44.2K
35.4K $384K
SO
Southern CO

Utilities
741
+ 25.08%
$84.91 - $92.56 $62.9K - $68.6K
3.7K $339K
BSX
Boston Scientific Corp

Healthcare
381
+ 10.87%
$89.7 - $107.41 $34.2K - $40.9K
3.89K $417K
MMM
3 M CO

Industrials
280
+ 7.3%
$126.09 - $154.15 $35.3K - $43.2K
4.12K $626K
CMI
Cummins Inc

Industrials
119
+ 13.73%
$267.12 - $336.65 $31.8K - $40.1K
986 $322K
TSCO
Tractor Supply CO

Consumer Cyclical
1.21K
+ 22.42%
$47.86 - $55.77 $58.1K - $67.6K
6.62K $349K
POOL
Pool Corp

Industrials
263
+ 22.69%
$285.0 - $325.66 $75K - $85.6K
1.42K $414K
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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