Soltis Investment Advisors LLC Sells in Q4 2024

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-26.8K
- 56.52%
$164.99 - $203.87 $4.43M - $5.47M
20.6K $3.67M
PANW
Palo Alto Networks Inc

Technology
-15.9K
- 93.17%
$181.96 - $405.9 $2.89M - $6.45M
1.16K $211K
QCOM
Qualcomm Inc

Technology
-24.6K
- 73.61%
$150.4 - $178.04 $3.7M - $4.38M
8.82K $1.35M
GE
General Electric CO

Industrials
-18K
- 63.95%
$159.95 - $194.23 $2.88M - $3.5M
10.2K $1.7M
IVE
Ishares S&P 500 Value ETF

ETFs
-15.3K
- 38.29%
$189.5 - $206.17 $2.9M - $3.16M
24.7K $4.71M
AMAT
Applied Materials Inc

Technology
-5.3K
- 13.92%
$161.44 - $213.89 $856K - $1.13M
32.8K $5.33M
AMT
American Tower Corp

Real Estate
-1.34K
- 3.68%
$179.4 - $232.01 $240K - $310K
35.1K $6.43M
APD
Air Products & Chemicals, Inc.

Basic Materials
-5.41K
- 20.32%
$285.5 - $335.62 $1.54M - $1.82M
21.2K $6.16M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-16.2K
- 9.41%
$104.52 - $115.08 $1.7M - $1.87M
156K $16.5M
VZ
Verizon Communications Inc

Communication Services
-20.5K
- 11.66%
$39.6 - $45.21 $810K - $925K
155K $6.2M
MA
Mastercard Inc

Financial Services
-3.95K
- 27.39%
$491.3 - $536.15 $1.94M - $2.12M
10.5K $5.51M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-15.8K
- 39.55%
$100.22 - $100.73 $1.59M - $1.59M
24.2K $2.43M
ADBE
Adobe Inc.

Technology
-1.88K
- 18.31%
$437.39 - $552.96 $821K - $1.04M
8.38K $3.72M
SPYG
Spdr Portfolio

ETFs
-21.6K
- 27.22%
$81.74 - $91.38 $1.76M - $1.97M
57.7K $5.07M
HSY
Hershey CO

Consumer Defensive
-2.31K
- 5.21%
$168.67 - $193.65 $390K - $448K
42K $7.12M
RC
Ready Capital Corp

Real Estate
-56.2K
- 4.95%
$6.71 - $7.57 $377K - $425K
1.08M $7.36M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-9.89K
- 31.83%
$121.89 - $135.52 $1.21M - $1.34M
21.2K $2.65M
MDT
Medtronic PLC

Healthcare
-1.91K
- 2.17%
$79.61 - $92.24 $152K - $176K
86.2K $6.89M
JNJ
Johnson & Johnson

Healthcare
-1.6K
- 4.25%
$143.34 - $165.86 $229K - $265K
36K $5.2M
ALTL
Pacer Lunt Large Cap Altenator

Technology
-18.8K
- 12.73%
$37.07 - $39.88 $698K - $751K
129K $4.8M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.48K
- 13.38%
$87.85 - $98.6 $482K - $540K
35.5K $3.16M
MRK
Merck & Co., Inc.

Healthcare
-5.8K
- 36.66%
$96.31 - $114.76 $559K - $666K
10K $997K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-10.8K
- 2.17%
$50.37 - $50.6 $543K - $546K
487K $24.5M
IEFA
Ishares Tr

ETFs
-2.46K
- 4.53%
$70.06 - $77.43 $173K - $191K
52K $3.65M
UPS
United Parcel Service Inc

Industrials
-1.98K
- 5.89%
$122.65 - $138.35 $242K - $274K
31.6K $3.99M
MCHP
Microchip Technology Inc

Technology
-264
- 1.08%
$55.51 - $79.05 $14.7K - $20.9K
24.2K $1.39M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.34K
- 11.61%
$90.66 - $99.46 $394K - $432K
33K $3M
LOVE
Lovesac CO

Consumer Cyclical
-88
- 0.1%
$22.7 - $38.64 $2K - $3.4K
86.1K $2.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.94K
- 1.87%
$61.68 - $67.87 $367K - $403K
312K $19.5M
GLW
Corning Inc

Technology
-14.3K
- 9.57%
$44.11 - $49.76 $630K - $711K
135K $6.42M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.13K
- 8.04%
$96.64 - $101.23 $206K - $216K
24.3K $2.36M
XLK
Technology Sector Spdr

ETFs
-2.14K
- 7.97%
$220.26 - $241.44 $472K - $517K
24.7K $5.75M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-2.15K
- 19.8%
$157.33 - $189.22 $339K - $408K
8.73K $1.47M
PFE
Pfizer Inc

Healthcare
-8.9K
- 34.93%
$24.8 - $30.19 $221K - $269K
16.6K $439K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.67K
- 7.23%
$100.24 - $101.35 $268K - $271K
34.2K $3.45M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.81K
- 5.55%
$77.86 - $79.27 $219K - $223K
47.8K $3.73M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-15.3K
- 45.6%
$17.65 - $18.18 $270K - $278K
18.3K $323K
VEA
Vanguard Ftse Developed Market

ETFs
-574
- 1.18%
$47.57 - $52.44 $27.3K - $30.1K
48K $2.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-34
- 4.78%
$701.85 - $1046.91 $23.9K - $35.6K
677 $482K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.61K
- 6.54%
$481.22 - $538.17 $772K - $864K
22.9K $11.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.1K
- 1.63%
$113.92 - $127.38 $125K - $140K
66.6K $7.68M
SOFI
So Fi Technologies, Inc.

Financial Services
-72.4K
- 62.25%
$7.63 - $16.88 $552K - $1.22M
43.9K $675K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.02K
- 0.62%
$49.79 - $51.14 $50.8K - $52.2K
164K $8.22M
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
-3.15K
- 1.72%
$11.03 - $12.17 $34.7K - $38.3K
180K $2.01M
V
Visa Inc.

Financial Services
-3.55K
- 15.61%
$273.87 - $320.91 $971K - $1.14M
19.2K $6.06M
CI
Cigna Corp

Healthcare
-10
- 0.42%
$265.59 - $358.58 $2.66K - $3.59K
2.35K $647K
ELS
Equity Lifestyle Properties Inc

Real Estate
-19
- 0.06%
$66.06 - $72.51 $1.26K - $1.38K
33.9K $2.26M
AMGN
Amgen Inc

Healthcare
-44
- 1.85%
$258.78 - $328.31 $11.4K - $14.4K
2.33K $607K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-211
- 0.36%
$26.63 - $30.23 $5.62K - $6.38K
58.8K $1.57M
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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