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
FDX
Fedex Corp

Industrials
31
+ 3.73%
$245.11 - $299.84 $7.6K - $9.3K
863 $258K
UBER
Uber Technologies, Inc

Technology
416
+ 13.48%
$63.52 - $77.16 $26.4K - $32.1K
3.5K $254K
FISV
Fiserv Inc

Technology
77
+ 3.68%
N/A
2.17K $271K
MRO
Marathon Oil Corp

Energy
62
+ 0.36%
$25.56 - $29.69 $1.58K - $1.84K
17.3K $495K
AMCR
Amcor PLC

Consumer Cyclical
121
+ 0.84%
$8.83 - $10.43 $1.07K - $1.26K
14.5K $141K
EMR
Emerson Electric CO

Industrials
112
+ 4.64%
$105.97 - $115.59 $11.9K - $12.9K
2.53K $278K
DE
Deere & CO

Industrials
64
+ 13.14%
$364.98 - $414.02 $23.4K - $26.5K
551 $205K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.02%
$57.86 - $62.21 $57.9 - $62.2
4.34K $261K
IVE
Ishares S&P 500 Value ETF

ETFs
1.01K
+ 2.63%
$176.58 - $186.7 $178K - $189K
39.5K $7.18M
ZION
Zions Bancorporation, National Association

Financial Services
15
+ 0.04%
$39.24 - $45.1 $589 - $677
33.6K $1.46M
Fidelity Wise Origin Bitcoin
2.24K
+ 26.99%
N/A
10.6K $0
AWP
Aberdeen Global Premier Properties Fund

Financial Services
350
+ 2.42%
$3.55 - $3.95 $1.24K - $1.38K
14.8K $56K
MDLZ
Mondelez International, Inc.

Consumer Defensive
191
+ 6.1%
$65.44 - $71.94 $12.5K - $13.7K
3.32K $217K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
8
+ 0.07%
$8.62 - $9.75 $69 - $78
11.9K $109K
OTIS
Otis Worldwide Corp

Industrials
152
+ 2.56%
$91.2 - $100.78 $13.9K - $15.3K
6.09K $586K
EW
Edwards Lifesciences Corp

Healthcare
179
+ 2.57%
$84.3 - $94.31 $15.1K - $16.9K
7.15K $660K
SBUX
Starbucks Corp

Consumer Cyclical
2.97K
+ 16.98%
$72.5 - $91.53 $215K - $272K
20.5K $1.59M
SYK
Stryker Corp

Healthcare
44
+ 3.49%
$324.3 - $354.67 $14.3K - $15.6K
1.3K $443K
IXUS
Ishares Tr

ETFs
8
+ 0.01%
$65.1 - $70.07 $521 - $561
55.5K $3.75M
VO
Vanguard Mid Cap ETF

ETFs
220
+ 2.37%
$234.99 - $248.98 $51.7K - $54.8K
9.51K $2.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.08K
+ 4.78%
$94.12 - $102.13 $101K - $110K
23.6K $2.3M
KEY
Keycorp

Financial Services
151
+ 1.14%
$13.36 - $15.57 $2.02K - $2.35K
13.3K $189K
ITW
Illinois Tool Works Inc

Industrials
31
+ 3.6%
$235.01 - $265.23 $7.29K - $8.22K
893 $211K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
134
+ 0.17%
$44.06 - $45.49 $5.9K - $6.1K
78.9K $3.55M
UNP
Union Pacific Corp

Industrials
9
+ 0.66%
$221.38 - $247.4 $1.99K - $2.23K
1.37K $309K
SHOP
Shopify Inc.

Technology
275
+ 6.49%
$56.97 - $78.19 $15.7K - $21.5K
4.51K $298K
LOW
Lowes Companies Inc

Consumer Cyclical
125
+ 7.63%
$214.27 - $249.28 $26.8K - $31.2K
1.76K $388K
BX
Blackstone Inc.

Financial Services
12
+ 0.28%
$116.13 - $132.0 $1.39K - $1.58K
4.23K $524K
PCAR
Paccar Inc

Industrials
236
+ 8.34%
$102.94 - $123.1 $24.3K - $29.1K
3.07K $315K
AMT
American Tower Corp

Real Estate
507
+ 1.19%
$171.0 - $200.41 $86.7K - $102K
43.1K $8.38M
IBM
International Business Machines Corp

Technology
93
+ 2.8%
$164.43 - $190.9 $15.3K - $17.8K
3.42K $591K
BMY
Bristol Myers Squibb CO

Healthcare
631
+ 10.21%
$40.25 - $52.99 $25.4K - $33.4K
6.81K $282K
PSX
Phillips 66

Energy
125
+ 3.83%
$135.85 - $172.71 $17K - $21.6K
3.39K $478K
ABT
Abbott Laboratories

Healthcare
217
+ 2.6%
$100.73 - $112.44 $21.9K - $24.4K
8.58K $891K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 0.0%
$23.71 - $25.92 $23.7 - $25.9
78.8K $2M
GE
General Electric CO

Industrials
340
+ 4.67%
$136.47 - $175.36 $46.4K - $59.6K
7.63K $1.21M
MAR
Marriott International Inc

Consumer Cyclical
28
+ 0.39%
$228.38 - $258.55 $6.39K - $7.24K
7.17K $1.73M
NSC
Norfolk Southern Corp

Industrials
46
+ 2.31%
$209.9 - $253.39 $9.66K - $11.7K
2.04K $437K
IJK
Ishares S&P Midcap 400 Growth

ETFs
323
+ 0.99%
$84.85 - $91.12 $27.4K - $29.4K
33K $2.9M
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
358
+ 0.23%
$11.59 - $12.15 $4.15K - $4.35K
154K $1.79M
MRK
Merck & Co., Inc.

Healthcare
125
+ 0.79%
$123.8 - $132.96 $15.5K - $16.6K
15.9K $1.97M
COP
Conocophillips

Energy
367
+ 2.71%
$109.39 - $133.52 $40.1K - $49K
13.9K $1.59M
LYB
Lyondell Basell Industries N.V.

Basic Materials
791
+ 2.39%
$93.54 - $105.86 $74K - $83.7K
33.9K $3.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
636
+ 0.97%
$102.13 - $110.88 $65K - $70.5K
66.1K $7.05M
MPC
Marathon Petroleum Corp

Energy
2.28K
+ 10.44%
$168.76 - $219.13 $385K - $500K
24.1K $4.19M
UPS
United Parcel Service Inc

Industrials
1.06K
+ 3.45%
$134.2 - $152.27 $143K - $162K
31.9K $4.36M
BA
Boeing CO

Industrials
269
+ 1.1%
$164.33 - $191.42 $44.2K - $51.5K
24.7K $4.49M
NKE
Nike, Inc.

Consumer Cyclical
3.62K
+ 12.73%
$75.37 - $97.18 $273K - $352K
32.1K $2.42M
JNJ
Johnson & Johnson

Healthcare
613
+ 1.72%
$144.38 - $157.78 $88.5K - $96.7K
36.2K $5.29M
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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