Soltis Investment Advisors LLC New Holdings in Q3 2024

Soltis Investment Advisors LLC

  • $1.01 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LOAN
Manhattan Bridge Capital, Inc

Real Estate
2.65M
New
$5.13 - $5.57 $13.6M - $14.8M
2.65M $14.8M
PANW
Palo Alto Networks Inc

Technology
17K
New
$294.18 - $368.01 $5.01M - $6.27M
17K $5.83M
FANG
Diamondback Energy, Inc.

Energy
27.1K
New
$168.46 - $210.94 $4.57M - $5.73M
27.1K $4.68M
ES
Eversource Energy

Utilities
53.1K
New
$56.52 - $68.38 $3M - $3.63M
53.1K $3.62M
EQR
Equity Residential

Real Estate
43.3K
New
$67.19 - $78.09 $2.91M - $3.38M
43.3K $3.23M
SHW
Sherwin Williams CO

Basic Materials
8.07K
New
$294.65 - $384.0 $2.38M - $3.1M
8.07K $3.08M
TPR
Tapestry, Inc.

Consumer Cyclical
42K
New
$36.29 - $47.94 $1.52M - $2.01M
42K $1.97M
ADI
Analog Devices Inc

Technology
5.54K
New
$200.56 - $243.33 $1.11M - $1.35M
5.54K $1.27M
VBR
Vanguard Small Cap Value ETF

ETFs
3.5K
New
$179.99 - $201.6 $630K - $706K
3.5K $702K
HSBC
Hsbc Holdings PLC

Financial Services
14.2K
New
$40.42 - $45.91 $573K - $651K
14.2K $640K
NEE
Nextera Energy Inc

Utilities
4.55K
New
$69.9 - $84.97 $318K - $387K
4.55K $384K
TGT
Target Corp

Consumer Defensive
2.09K
New
$133.47 - $159.25 $279K - $333K
2.09K $325K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.48K
New
$50.99 - $57.81 $280K - $317K
5.48K $313K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
14.6K
New
$20.47 - $20.71 $299K - $302K
14.6K $301K
TXN
Texas Instruments Inc

Technology
1.41K
New
$194.6 - $194.6 $275K - $275K
1.41K $274K
NVO
Novo Nordisk A S

Healthcare
2.16K
New
$119.07 - $145.42 $258K - $315K
2.16K $257K
IWN
Ishares Russell2000 Val ETF

ETFs
1.52K
New
$150.05 - $171.34 $228K - $260K
1.52K $253K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.26K
New
$54.98 - $59.51 $234K - $254K
4.26K $253K
VHT
Vanguard Health Care ETF

ETFs
866
New
$261.88 - $288.1 $227K - $249K
866 $244K
ECL
Ecolab Inc.

Basic Materials
950
New
$228.86 - $255.76 $217K - $243K
950 $242K
MS
Morgan Stanley

Financial Services
2.32K
New
$92.07 - $106.96 $213K - $248K
2.32K $241K
DPZ
Dominos Pizza Inc

Consumer Cyclical
561
New
$402.52 - $505.35 $226K - $284K
561 $241K
BSX
Boston Scientific Corp

Healthcare
2.86K
New
$72.96 - $84.0 $209K - $240K
2.86K $239K
CL
Colgate Palmolive CO

Consumer Defensive
2.27K
New
$95.54 - $108.77 $216K - $246K
2.27K $235K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.45K
New
$136.93 - $162.81 $199K - $236K
1.45K $232K
PLD
Prologis, Inc.

Real Estate
1.84K
New
$111.95 - $132.43 $206K - $244K
1.84K $232K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.91K
New
$104.5 - $114.97 $200K - $220K
1.91K $219K
IYJ
Ishares Tr

ETFs
1.62K
New
$118.32 - $133.67 $191K - $216K
1.62K $216K
SPGI
S&P Global Inc.

Financial Services
416
New
$446.32 - $527.38 $186K - $219K
416 $214K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.01K
New
$95.1 - $106.76 $191K - $214K
2.01K $214K
AVLV
American Centy ETF Tr Avantis
3.25K
New
$60.05 - $65.83 $195K - $214K
3.25K $213K
PAYX
Paychex Inc

Industrials
1.56K
New
$116.17 - $135.19 $181K - $211K
1.56K $209K
DHI
Horton D R Inc

Consumer Cyclical
1.09K
New
$135.21 - $197.06 $148K - $215K
1.09K $208K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.62K
New
$117.9 - $128.2 $191K - $208K
1.62K $207K
SJM
J M Smucker CO

Consumer Defensive
1.67K
New
$109.12 - $122.4 $182K - $205K
1.67K $202K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.58K
New
$57.22 - $80.08 $148K - $207K
2.58K $201K
CMI
Cummins Inc

Industrials
620
New
$266.63 - $326.4 $165K - $202K
620 $200K
EYEN
Eyenovia, Inc.

Healthcare
18.2K
New
$0.46 - $1.44 $8.39K - $26.3K
18.2K $9K
Axil Brands Inc
150K
New
N/A
150K $0
Grayscale Ethereum Tr Eth
21.4K
New
N/A
21.4K $0
American Healthcare Reit Inc
8.2K
New
N/A
8.2K $0
Bitwise Ethereum ETF
12.3K
New
N/A
12.3K $0
Ge Healthcare Technologies I
2.19K
New
N/A
2.19K $0
Grayscale Bitcoin Mini Tr Bt
18.6K
New
N/A
18.6K $0
Grayscale Ethereum Mini Tr E
24.3K
New
N/A
24.3K $0
Innovator Etfs Trust
11.6K
New
N/A
11.6K $0
Innovator Etfs Trust
12.6K
New
N/A
12.6K $0
Innovator Etfs Trust
687K
New
N/A
687K $0
Linde PLC
487
New
N/A
487 $0
Activity Summary
Buys All Purchases 211 New Holdings 51 Increased Positions 160 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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