Soltis Investment Advisors LLC New Holdings in Q4 2024

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
49.9K
New
$80.87 - $87.69 $4.03M - $4.37M
49.9K $4.05M
ASML
Asml Holding Nv

Technology
5.63K
New
$658.43 - $872.27 $3.7M - $4.91M
5.63K $3.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
27.3K
New
$95.27 - $107.82 $2.6M - $2.94M
27.3K $2.82M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.21K
New
$1146.59 - $1270.6 $2.53M - $2.8M
2.21K $2.61M
FICO
Fair Isaac Corp

Technology
1.23K
New
$1911.01 - $2382.4 $2.35M - $2.93M
1.23K $2.45M
HWM
Howmet Aerospace Inc.

Industrials
22.2K
New
$99.72 - $120.09 $2.21M - $2.67M
22.2K $2.43M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
19.8K
New
$114.08 - $125.68 $2.25M - $2.48M
19.8K $2.26M
ALB
Albemarle Corp

Basic Materials
20.9K
New
$86.08 - $111.3 $1.8M - $2.33M
20.9K $1.8M
COIN
Coinbase Global, Inc.

Technology
5.75K
New
$163.17 - $343.62 $937K - $1.97M
5.75K $1.43M
CLX
Clorox CO

Consumer Defensive
3.49K
New
$156.51 - $169.74 $546K - $592K
3.49K $566K
ZTS
Zoetis Inc.

Healthcare
2.11K
New
$162.24 - $194.42 $342K - $409K
2.11K $343K
APP
App Lovin Corp

Technology
951
New
$130.67 - $401.5 $124K - $382K
951 $307K
CCL
Carnival Corp

Consumer Cyclical
12.1K
New
$17.34 - $26.8 $210K - $324K
12.1K $301K
IAU
Ishares Gold Trust

ETFs
5.7K
New
$48.37 - $52.65 $276K - $300K
5.7K $282K
BKNG
Booking Holdings Inc.

Consumer Cyclical
56
New
$4100.99 - $5300.34 $230K - $297K
56 $278K
SQ
Block, Inc.

Technology
2.84K
New
$65.06 - $98.92 $185K - $281K
2.84K $241K
GILD
Gilead Sciences, Inc.

Healthcare
2.62K
New
$83.95 - $97.9 $220K - $256K
2.62K $241K
YYY
Amplify ETF Tr High Income ETF

ETFs
20.1K
New
$11.52 - $12.3 $231K - $247K
20.1K $231K
MSTR
Microstrategy Inc

Technology
795
New
$162.69 - $473.83 $129K - $377K
795 $230K
SRE
Sempra Energy

Utilities
2.52K
New
$80.81 - $94.77 $203K - $238K
2.52K $220K
TT
Trane Technologies PLC

Industrials
563
New
$369.35 - $419.14 $208K - $236K
563 $207K
FTNT
Fortinet, Inc.

Technology
2.19K
New
$76.49 - $99.21 $168K - $218K
2.19K $207K
OKE
Oneok Inc

Energy
2.04K
New
$92.28 - $117.05 $189K - $239K
2.04K $205K
CSX
Csx Corp

Industrials
6.35K
New
$31.58 - $36.88 $200K - $234K
6.35K $204K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
20.6K
New
$3.35 - $4.13 $69.1K - $85.2K
20.6K $73K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
12.5K
New
$5.23 - $5.8 $65.5K - $72.7K
12.5K $66K
TAIT
Taitron Components Inc

Technology
21.6K
New
$2.56 - $3.0 $55.4K - $64.9K
21.6K $56K
Innovator Etfs Trust
9.13K
New
N/A
9.13K $0
Stronghold Digital Mining In
20.4K
New
N/A
20.4K $0
Ishares Bitcoin Trust ETF
4.21K
New
N/A
4.21K $0
Innovator Etfs Trust
754K
New
N/A
754K $0
Arista Networks Inc
53.3K
New
N/A
53.3K $0
Drilling Tools Intl Corp
11K
New
N/A
11K $0
Blackrock Inc
496
New
N/A
496 $0
Volatility Shs Tr
12.5K
New
N/A
12.5K $0
Lam Research Corp
62K
New
N/A
62K $0
Activity Summary
Buys All Purchases 217 New Holdings 37 Increased Positions 180 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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