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
KKR
Kkr & Co. Inc.

Financial Services
95
+ 5.13%
$92.79 - $134.29 $8.82K - $12.8K
1.95K $259K
FTNT
Fortinet, Inc.

Technology
207
+ 8.57%
$84.71 - $108.69 $17.5K - $22.5K
2.62K $277K
EOG
Eog Resources Inc

Energy
507
+ 25.95%
$104.61 - $129.97 $53K - $65.9K
2.46K $294K
AAL
American Airlines Group Inc.

Industrials
3.91K
+ 26.75%
N/A
18.5K $204K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
262
+ 15.86%
$114.78 - $133.31 $30.1K - $34.9K
1.91K $255K
USB
Us Bancorp \De\

Financial Services
526
+ 9.46%
$36.4 - $45.76 $19.1K - $24.1K
6.09K $275K
CVS
Cvs Health Corp

Healthcare
496
+ 11.49%
$60.04 - $70.18 $29.8K - $34.8K
4.81K $331K
DHR
Danaher Corp

Healthcare
263
+ 15.31%
$174.64 - $205.16 $45.9K - $54K
1.98K $391K
IAU
Ishares Gold Trust

ETFs
303
+ 5.32%
$56.1 - $64.74 $17K - $19.6K
6K $374K
AIG
American International Group, Inc.

Financial Services
505
+ 13.59%
$77.56 - $87.72 $39.2K - $44.3K
4.22K $361K
TXT
Textron Inc

Industrials
48
+ 1.22%
$60.72 - $80.34 $2.91K - $3.86K
3.98K $319K
VNQ
Vanguard Specialized Funds Van

ETFs
928
+ 2.82%
$79.79 - $91.42 $74K - $84.8K
33.8K $3.01M
SCHV
Schwab Strategic Tr Us Large C

ETFs
468
+ 3.09%
$23.55 - $27.67 $11K - $12.9K
15.6K $432K
VBK
Vanguard Small Cap Growth ETF

ETFs
8
+ 0.79%
$219.76 - $276.94 $1.76K - $2.22K
1.02K $281K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.52K
+ 1.92%
$47.42 - $51.67 $71.8K - $78.3K
80.3K $4.08M
FDX
Fedex Corp

Industrials
161
+ 17.37%
$198.07 - $245.17 $31.9K - $39.5K
1.09K $247K
CL
Colgate Palmolive CO

Consumer Defensive
546
+ 5.21%
$87.57 - $96.0 $47.8K - $52.4K
11K $1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
340
+ 3.05%
N/A
11.5K $716K
TJX
Tjx Companies Inc

Consumer Cyclical
104
+ 2.51%
$119.13 - $135.03 $12.4K - $14K
4.25K $525K
FIDI
Fidelity Covington Tr

ETFs
41
+ 0.44%
$19.44 - $23.7 $797 - $972
9.43K $219K
PSX
Phillips 66

Energy
210
+ 9.17%
$92.87 - $125.73 $19.5K - $26.4K
2.5K $298K
JEPI
J P Morgan Exchange Traded Fd

ETFs
293
+ 7.18%
$51.14 - $57.0 $15K - $16.7K
4.37K $248K
FSTA
Fidelity Covington Tr Msci Con

ETFs
273
+ 3.37%
$47.94 - $52.5 $13.1K - $14.3K
8.38K $428K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
237
+ 5.31%
$49.57 - $50.27 $11.7K - $11.9K
4.7K $236K
OEF
Ishares S&P 100 ETF

ETFs
33
+ 3.8%
N/A
902 $239K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
178
+ 14.35%
$212.1 - $244.27 $37.8K - $43.5K
1.42K $310K
FPE
First Tr Pfd Secs & Income ETF

ETFs
88
+ 0.36%
$16.93 - $17.81 $1.49K - $1.57K
24.6K $437K
SPG
Simon Property Group Inc

Real Estate
772
+ 3.45%
$140.37 - $171.44 $108K - $132K
23.2K $3.73M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1
+ 0.03%
$75.05 - $77.34 $75.1 - $77.3
3.45K $266K
EQIX
Equinix Inc

Real Estate
12
+ 3.61%
$740.07 - $914.43 $8.88K - $11K
344 $273K
DUK
Duke Energy Corp

Utilities
117
+ 3.56%
$112.46 - $124.05 $13.2K - $14.5K
3.4K $401K
Linde PLC
1.13K
+ 148.88%
N/A
1.89K $0
EMLP
First Tr Exchange Traded Iv

ETFs
11
+ 0.11%
$33.62 - $37.89 $370 - $417
10.1K $377K
Mfs Active Exchange Traded F
81.7K
+ 29.11%
N/A
362K $0
American Healthcare Reit Inc
780
+ 9.66%
N/A
8.86K $0
Fidelity Wise Origin Bitcoin
2.15K
+ 14.76%
N/A
16.7K $0
Nvni Group Limited
57.3K
+ 49.28%
N/A
174K $0
Bitwise Ethereum ETF
7.43K
+ 18.66%
N/A
47.3K $0
Blackrock Inc
72
+ 12.65%
N/A
641 $0
Jacobs Solutions Inc
139
+ 2.91%
N/A
4.92K $0
Grayscale Ethereum Trust ETF
628
+ 3.03%
N/A
21.3K $0
Ge Vernova Inc
592
+ 25.2%
N/A
2.94K $0
Arista Networks Inc
20.1K
+ 99.28%
N/A
40.4K $0
Ge Healthcare Technologies I
181
+ 6.47%
N/A
2.98K $0
Bitwise Bitcoin ETF Tr
3.51K
+ 6.96%
N/A
53.9K $0
BBDC
Barings Bdc, Inc.

Financial Services
446
+ 3.39%
$7.89 - $9.51 $3.52K - $4.24K
13.6K $124K
LCID
Lucid Group, Inc.

Consumer Cyclical
678
+ 6.32%
$2.1 - $2.96 $1.42K - $2.01K
11.4K $24K
DVY
Ishares Tr

ETFs
1
+ 0.04%
$118.37 - $134.86 $118 - $135
2.4K $319K
PEP
Pepsico Inc

Consumer Defensive
684
+ 12.56%
$128.02 - $151.37 $87.6K - $104K
6.13K $809K
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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