Soltis Investment Advisors LLC New Holdings in Q2 2025

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
POCT
Innovator U.S. Equity Power Bu

ETFs
236K
New
$36.35 - $41.3 $8.59M - $9.76M
236K $9.76M
AZO
Autozone Inc

Consumer Cyclical
580
New
$3478.38 - $3880.15 $2.02M - $2.25M
580 $2.15M
AON
Aon PLC

Financial Services
2.36K
New
$335.85 - $398.81 $791K - $939K
2.36K $840K
SHEL
Shell PLC

Energy
8.36K
New
$59.75 - $73.05 $500K - $611K
8.36K $588K
RY
Royal Bank Of Canada

Financial Services
4.02K
New
$108.36 - $131.55 $436K - $529K
4.02K $529K
TRGP
Targa Resources Corp.

Energy
2.96K
New
$157.32 - $205.72 $466K - $609K
2.96K $515K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.38K
New
$82.32 - $112.47 $360K - $493K
4.38K $492K
FIX
Comfort Systems Usa Inc

Industrials
900
New
$296.51 - $536.21 $267K - $483K
900 $482K
OKE
Oneok Inc

Energy
5.77K
New
$78.71 - $100.37 $454K - $580K
5.77K $471K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.66K
New
$179.95 - $278.88 $298K - $462K
1.66K $462K
SCHW
Schwab Charles Corp

Financial Services
4.67K
New
$69.06 - $91.24 $323K - $426K
4.67K $426K
MELI
Mercadolibre Inc

Consumer Cyclical
134
New
$1794.73 - $2613.63 $240K - $350K
134 $350K
APH
Amphenol Corp

Technology
3.1K
New
$59.09 - $98.75 $183K - $306K
3.1K $305K
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.04K
New
$57.41 - $74.81 $232K - $302K
4.04K $299K
PGR
Progressive Corp

Financial Services
1.1K
New
$255.27 - $288.74 $282K - $319K
1.1K $294K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
940
New
$177.93 - $313.14 $167K - $294K
940 $294K
SOXX
Ishares Semiconductor ETF

ETFs
1.23K
New
$154.86 - $239.07 $190K - $294K
1.23K $293K
JCI
Johnson Controls International PLC

Industrials
2.66K
New
$71.14 - $105.62 $189K - $281K
2.66K $281K
TT
Trane Technologies PLC

Industrials
624
New
$315.21 - $437.41 $197K - $273K
624 $272K
CSX
Csx Corp

Industrials
7.91K
New
$26.69 - $32.91 $211K - $260K
7.91K $258K
CEG
Constellation Energy Corp

Utilities
785
New
$170.96 - $322.76 $134K - $253K
785 $253K
CVBF
Cvb Financial Corp

Financial Services
12.6K
New
$16.41 - $20.0 $207K - $252K
12.6K $249K
WM
Waste Management Inc

Industrials
1.07K
New
$216.47 - $242.1 $232K - $260K
1.07K $245K
HOOD
Robinhood Markets, Inc.

Technology
2.57K
New
$34.17 - $93.63 $87.8K - $241K
2.57K $240K
ROK
Rockwell Automation, Inc

Industrials
680
New
$218.97 - $332.17 $149K - $226K
680 $225K
SAP
Sap Se

Technology
722
New
$237.53 - $309.8 $171K - $224K
722 $219K
ECL
Ecolab Inc.

Basic Materials
810
New
$225.65 - $270.95 $183K - $219K
810 $218K
CTAS
Cintas Corp

Industrials
978
New
$190.11 - $227.66 $186K - $223K
978 $217K
SRE
Sempra Energy

Utilities
2.85K
New
$63.78 - $78.91 $181K - $224K
2.85K $215K
WELL
Welltower Inc.

Real Estate
1.39K
New
$136.49 - $155.22 $189K - $215K
1.39K $213K
VLO
Valero Energy Corp

Energy
1.58K
New
$104.69 - $141.77 $165K - $224K
1.58K $212K
SNPS
Synopsys Inc

Technology
404
New
$380.9 - $517.66 $154K - $209K
404 $207K
EBAY
Ebay Inc

Consumer Cyclical
2.7K
New
$59.52 - $79.36 $161K - $214K
2.7K $200K
SQ
Block, Inc.

Technology
3.02K
New
N/A
3.02K $172K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
20.7K
New
$5.09 - $5.8 $105K - $120K
20.7K $119K
NWTNW
Nwtn Inc. Usd Wts (Cym)
18.2K
New
N/A
18.2K $0
Innovator Etfs Trust
8.05K
New
N/A
8.05K $0
REVBW
Revelation Biosciences Inc Wt
47.5K
New
$0.01 - $0.02 $475 - $950
47.5K $0
Innovator Etfs Trust
10.1K
New
N/A
10.1K $0
Grayscale Bitcoin Mini Tr Et
9.18K
New
N/A
9.18K $0
BUCK
Simplify Exchange Traded Fds S
15.4K
New
N/A
15.4K $0
Ishares Bitcoin Trust ETF
3.64K
New
N/A
3.64K $0
Fg Merger Ii Corp
11K
New
N/A
11K $0
Innovator Etfs Trust
4.15K
New
N/A
4.15K $0
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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