Soltis Investment Advisors LLC Reduced Holdings in Q1 2025

Soltis Investment Advisors LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
-5
- 0.77%
$591.65 - $707.05 $2.96K - $3.54K
644 $391K
MGC
Vanguard Mega Cap ETF

ETFs
-24
- 2.23%
$199.2 - $222.69 $4.78K - $5.34K
1.05K $211K
LUV
Southwest Airlines CO

Industrials
-209
- 1.02%
$28.18 - $34.84 $5.89K - $7.28K
20.2K $677K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-315
- 6.39%
$65.44 - $70.64 $20.6K - $22.3K
4.62K $315K
BNDX
Vanguard Total International B

ETFs
-49
- 0.51%
$48.33 - $49.5 $2.37K - $2.43K
9.48K $462K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-29
- 0.4%
$49.78 - $53.19 $1.44K - $1.54K
7.14K $364K
AAL
American Airlines Group Inc.

Industrials
-134
- 0.91%
N/A
14.6K $161K
Arista Networks Inc
-33.1K
- 61.97%
N/A
20.3K $0
Ge Vernova Inc
-100
- 4.08%
N/A
2.35K $0
Kenvue Inc
-64.8K
- 43.02%
N/A
85.9K $0
SO
Southern CO

Utilities
-346
- 10.48%
$80.96 - $92.96 $28K - $32.2K
2.96K $271K
HEIA
Heico Crp Cl A
-611
- 9.3%
N/A
5.96K $0
Jacobs Solutions Inc
-240
- 4.78%
N/A
4.78K $0
American Healthcare Reit Inc
-138
- 1.68%
N/A
8.08K $0
PDEC
Innovator U.S. Equity Power Bu
-4.91K
- 38.02%
N/A
8.01K $0
CL
Colgate Palmolive CO

Consumer Defensive
-267
- 2.48%
$85.68 - $97.5 $22.9K - $26K
10.5K $981K
MA
Mastercard Inc

Financial Services
-398
- 3.8%
$504.67 - $576.31 $201K - $229K
10.1K $5.52M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-86
- 2.56%
$56.12 - $68.15 $4.83K - $5.86K
3.28K $222K
ADP
Automatic Data Processing Inc

Industrials
-25
- 0.84%
$286.85 - $318.64 $7.17K - $7.97K
2.96K $903K
EXPD
Expeditors International Of Washington Inc

Industrials
-110
- 2.33%
$109.09 - $126.48 $12K - $13.9K
4.6K $553K
MCD
Mcdonalds Corp

Consumer Cyclical
-85
- 2.89%
$279.74 - $321.29 $23.8K - $27.3K
2.86K $893K
DUK
Duke Energy Corp

Utilities
-51
- 1.53%
$105.87 - $121.97 $5.4K - $6.22K
3.28K $400K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-48
- 0.52%
$87.68 - $94.52 $4.21K - $4.54K
9.19K $860K
ABT
Abbott Laboratories

Healthcare
-860
- 9.89%
$111.1 - $140.22 $95.5K - $121K
7.83K $1.04M
VEA
Vanguard Ftse Developed Market

ETFs
-1.73K
- 3.6%
$47.4 - $52.99 $82K - $91.7K
46.3K $2.35M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-410
- 1.2%
$100.59 - $103.47 $41.2K - $42.4K
33.8K $3.5M
HDV
Ishares Core High Dividend ETF

ETFs
-80
- 0.96%
$110.86 - $121.12 $8.87K - $9.69K
8.29K $1M
TRV
Travelers Companies, Inc.

Financial Services
-15
- 0.46%
$232.43 - $265.13 $3.49K - $3.98K
3.22K $851K
IBM
International Business Machines Corp

Technology
-83
- 2.24%
$217.4 - $264.74 $18K - $22K
3.62K $900K
V
Visa Inc.

Financial Services
-1.56K
- 8.11%
$306.92 - $362.71 $477K - $564K
17.6K $6.17M
INTC
Intel Corp

Technology
-542
- 1.08%
$19.1 - $27.39 $10.4K - $14.8K
49.8K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
-416
- 1.94%
$461.52 - $548.18 $192K - $228K
21K $11M
PAYX
Paychex Inc

Industrials
-196
- 1.27%
$136.06 - $154.52 $26.7K - $30.3K
15.2K $2.35M
ENB
Enbridge Inc

Energy
-3.18K
- 1.74%
$41.54 - $45.45 $132K - $145K
179K $7.95M
HWM
Howmet Aerospace Inc.

Industrials
-1.55K
- 7.0%
$110.79 - $139.39 $172K - $216K
20.6K $2.68M
GE
General Electric CO

Industrials
-221
- 2.17%
$168.59 - $212.13 $37.3K - $46.9K
9.95K $1.99M
EVRG
Evergy, Inc.

Utilities
-521
- 0.9%
$59.9 - $69.52 $31.2K - $36.2K
57.5K $3.96M
XOM
Exxon Mobil Corp

Energy
-2.98K
- 4.26%
$105.44 - $118.93 $314K - $354K
66.9K $7.96M
ABBV
Abb Vie Inc.

Healthcare
-288
- 1.4%
$169.2 - $216.66 $48.7K - $62.4K
20.3K $4.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-317
- 2.95%
$442.66 - $534.52 $140K - $169K
10.4K $5.56M
AEP
American Electric Power CO Inc

Utilities
-97
- 0.16%
$90.32 - $109.27 $8.76K - $10.6K
62.3K $6.8M
Activity Summary
Buys All Purchases 193 New Holdings 30 Increased Positions 163 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 1
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