Soltis Investment Advisors LLC New Holdings in Q2 2024

Soltis Investment Advisors LLC

  • $941 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ETR
Entergy Corp

Utilities
62.7K
New
$100.61 - $114.22 $6.31M - $7.17M
62.7K $6.71M
KLAC
Kla Corp

Technology
5.89K
New
$628.16 - $863.31 $3.7M - $5.08M
5.89K $4.85M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
76.6K
New
$62.41 - $3427.61 $4.78M - $262M
76.6K $4.8M
SHEL
Shell PLC

Energy
62.6K
New
$67.92 - $74.17 $4.25M - $4.64M
62.6K $4.52M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
10.9K
New
$112.55 - $149.03 $1.23M - $1.62M
10.9K $1.59M
HEI
Heico Corp

Industrials
6.87K
New
$187.69 - $228.95 $1.29M - $1.57M
6.87K $1.54M
MNST
Monster Beverage Corp

Consumer Defensive
20.6K
New
$48.03 - $57.74 $989K - $1.19M
20.6K $1.03M
TRV
Travelers Companies, Inc.

Financial Services
4.03K
New
$203.34 - $230.89 $819K - $930K
4.03K $819K
IWV
Ishares Russell 3000 ETF

ETFs
2.64K
New
$283.16 - $309.9 $748K - $819K
2.64K $815K
TECL
Direxion Daily Technology Bull

ETFs
8.36K
New
$62.35 - $104.38 $521K - $873K
8.36K $814K
VGT
Vanguard Information Technolog

ETFs
1.08K
New
$479.9 - $588.82 $520K - $638K
1.08K $624K
HCA
Hca Healthcare, Inc.

Healthcare
1.92K
New
$297.0 - $343.29 $571K - $660K
1.92K $617K
FPE
First Tr Pfd Secs & Income ETF

ETFs
30.8K
New
$16.96 - $17.44 $522K - $537K
30.8K $534K
TMUS
T Mobile Us, Inc.

Communication Services
3K
New
$159.79 - $180.69 $480K - $543K
3K $529K
POOL
Pool Corp

Industrials
1.25K
New
$307.33 - $401.3 $384K - $501K
1.25K $383K
TNA
Direxion Daily Small Cap Bull

ETFs
10.2K
New
$32.61 - $41.68 $332K - $424K
10.2K $373K
TXT
Textron Inc

Industrials
4.01K
New
$84.59 - $96.98 $339K - $389K
4.01K $344K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.19K
New
$77.44 - $82.55 $324K - $346K
4.19K $340K
QCOM
Qualcomm Inc

Technology
1.65K
New
$157.63 - $227.09 $260K - $375K
1.65K $328K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
695
New
$392.81 - $485.53 $273K - $337K
695 $325K
GERN
Geron Corp

Healthcare
75K
New
$3.1 - $5.09 $233K - $382K
75K $318K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4K
New
$73.13 - $75.43 $292K - $302K
4K $299K
AFL
Aflac Inc

Financial Services
3.3K
New
$79.64 - $90.43 $263K - $298K
3.3K $294K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.77K
New
$146.82 - $155.77 $260K - $275K
1.77K $265K
BNDX
Vanguard Total International B

ETFs
5.19K
New
$48.24 - $49.07 $250K - $254K
5.19K $252K
INTU
Intuit Inc

Technology
376
New
$562.97 - $670.27 $212K - $252K
376 $247K
PLTR
Palantir Technologies Inc.

Technology
9.74K
New
$20.47 - $25.82 $199K - $251K
9.74K $246K
VBK
Vanguard Small Cap Growth ETF

ETFs
973
New
$237.63 - $258.31 $231K - $251K
973 $243K
OEF
Ishares S&P 100 ETF

ETFs
816
New
$234.68 - $265.99 $191K - $217K
816 $215K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.22K
New
$168.53 - $224.69 $205K - $273K
1.22K $214K
VDE
Vanguard Energy ETF

ETFs
1.68K
New
$123.17 - $136.7 $207K - $230K
1.68K $214K
MGC
Vanguard Mega Cap ETF

ETFs
1.08K
New
$177.06 - $198.62 $191K - $214K
1.08K $212K
PAPR
Innovator U.S. Equity Power Bu

ETFs
5.99K
New
$32.62 - $34.69 $195K - $208K
5.99K $207K
ISRG
Intuitive Surgical Inc

Healthcare
461
New
$366.34 - $445.11 $169K - $205K
461 $205K
PM
Philip Morris International Inc.

Consumer Defensive
2K
New
$88.6 - $104.24 $177K - $209K
2K $202K
MET
Metlife Inc

Financial Services
2.88K
New
$68.55 - $74.22 $197K - $213K
2.88K $201K
SO
Southern CO

Utilities
2.59K
New
$67.77 - $80.71 $176K - $209K
2.59K $201K
OXLC
Oxford Lane Capital Corp.

Financial Services
37.3K
New
$4.96 - $5.69 $185K - $212K
37.3K $201K
CLSK
Cleanspark, Inc.

Technology
12.2K
New
$14.48 - $20.73 $176K - $253K
12.2K $194K
ECC
Eagle Point Credit CO Inc.

Financial Services
10.2K
New
$9.92 - $10.44 $101K - $107K
10.2K $102K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
13.3K
New
$7.15 - $7.76 $95.1K - $103K
13.3K $102K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
15K
New
$6.46 - $6.99 $97K - $105K
15K $101K
MPW
Medical Properties Trust Inc

Real Estate
12.1K
New
$3.99 - $5.85 $48.3K - $70.9K
12.1K $52K
Ge Vernova Inc
1.77K
New
N/A
1.77K $0
HEIA
Heico Crp Cl A
6.99K
New
N/A
6.99K $0
Jacobs Solutions Inc
5.7K
New
N/A
5.7K $0
Bitwise Bitcoin ETF Tr
68.8K
New
N/A
68.8K $0
Sila Realty Trust Inc
14K
New
N/A
14K $0
Ishares Bitcoin Tr
6.13K
New
N/A
6.13K $0
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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