Soltis Investment Advisors LLC Sells in Q2 2025

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-18.9K
- 34.35%
$496.48 - $617.85 $9.37M - $11.7M
36.1K $22.3M
KR
Kroger CO

Consumer Defensive
-120K
- 96.24%
$64.62 - $74.0 $7.74M - $8.87M
4.68K $335K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20K
- 52.75%
$416.06 - $551.64 $8.33M - $11M
17.9K $9.9M
XLK
Technology Sector Spdr

ETFs
-38.1K
- 69.12%
$179.73 - $253.23 $6.85M - $9.65M
17K $4.31M
SNFCA
Security National Financial Corp

Financial Services
-14.4K
- 0.56%
$8.96 - $11.35 $129K - $164K
2.55M $25.1M
XOM
Exxon Mobil Corp

Energy
-35.3K
- 52.75%
$99.93 - $119.04 $3.53M - $4.2M
31.6K $3.41M
COP
Conocophillips

Energy
-36.1K
- 64.12%
$82.66 - $106.1 $2.99M - $3.83M
20.2K $1.81M
XLY
Select Sector Spdr Consumer Di

ETFs
-19.3K
- 75.38%
$176.34 - $218.59 $3.4M - $4.22M
6.3K $1.37M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7.11K
- 83.37%
$390.26 - $489.06 $2.78M - $3.48M
1.42K $575K
CVX
Chevron Corp

Energy
-11.3K
- 13.77%
$133.73 - $168.51 $1.51M - $1.9M
70.7K $10.1M
MRK
Merck & Co., Inc.

Healthcare
-27.2K
- 72.85%
$73.47 - $87.12 $2M - $2.37M
10.1K $803K
HWM
Howmet Aerospace Inc.

Industrials
-19.2K
- 92.95%
$112.33 - $186.13 $2.16M - $3.57M
1.46K $271K
PFE
Pfizer Inc

Healthcare
-94.3K
- 86.42%
$21.59 - $24.84 $2.04M - $2.34M
14.8K $359K
VZ
Verizon Communications Inc

Communication Services
-43.8K
- 18.16%
$41.67 - $45.62 $1.83M - $2M
198K $8.55M
UNP
Union Pacific Corp

Industrials
-9.47K
- 77.57%
$208.27 - $238.46 $1.97M - $2.26M
2.74K $629K
FISV
Fiserv Inc

Technology
-17.4K
- 74.24%
N/A
6.05K $757K
XLC
Select Sector Spdr Tr Communic

ETFs
-18.5K
- 57.02%
$86.13 - $108.53 $1.59M - $2.01M
13.9K $1.51M
BX
Blackstone Inc.

Financial Services
-10.8K
- 74.7%
$120.07 - $151.11 $1.3M - $1.63M
3.65K $546K
DGX
Quest Diagnostics Inc

Healthcare
-10.5K
- 45.68%
N/A
12.5K $1.72M
MA
Mastercard Inc

Financial Services
-2.58K
- 25.59%
$479.92 - $590.74 $1.24M - $1.52M
7.5K $4.21M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-16.8K
- 21.38%
$86.58 - $104.98 $1.45M - $1.76M
61.7K $6.48M
ACN
Accenture PLC

Technology
-3.66K
- 31.52%
$279.23 - $323.21 $1.02M - $1.18M
7.95K $2.38M
LLY
Eli Lilly & CO

Healthcare
-1.04K
- 18.85%
$713.71 - $898.95 $744K - $937K
4.49K $3.5M
RC
Ready Capital Corp

Real Estate
-62.3K
- 5.94%
$4.13 - $5.15 $257K - $321K
988K $4.32M
ENB
Enbridge Inc

Energy
-20.6K
- 11.47%
$41.09 - $47.16 $845K - $970K
159K $7.2M
JNJ
Johnson & Johnson

Healthcare
-137
- 0.25%
$146.36 - $159.82 $20.1K - $21.9K
54.2K $8.28M
SBUX
Starbucks Corp

Consumer Cyclical
-6.56K
- 40.6%
$79.69 - $99.41 $523K - $652K
9.6K $879K
HSY
Hershey CO

Consumer Defensive
-2.72K
- 5.92%
$151.29 - $173.13 $412K - $471K
43.3K $7.18M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.72K
- 4.8%
$48.13 - $49.85 $371K - $385K
153K $7.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-10.8K
- 61.13%
$37.08 - $42.26 $400K - $456K
6.86K $284K
TPL
Texas Pacific Land Corp

Energy
-4
- 0.26%
$1036.28 - $1430.55 $4.15K - $5.72K
1.54K $1.63M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-9.03K
- 11.41%
$44.68 - $45.96 $404K - $415K
70.2K $3.21M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.65K
- 1.35%
$50.36 - $50.68 $335K - $337K
487K $24.7M
SCHO
Schwab Short Term Us Treasury

ETFs
-11.4K
- 45.35%
$24.19 - $24.45 $275K - $278K
13.7K $334K
GILD
Gilead Sciences, Inc.

Healthcare
-2.11K
- 36.99%
$96.91 - $113.0 $205K - $239K
3.6K $399K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.63K
- 1.25%
$24.32 - $27.87 $39.5K - $45.3K
129K $3.41M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.37K
- 58.88%
$171.4 - $227.1 $235K - $312K
959 $217K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.11K
- 6.66%
$77.94 - $79.5 $242K - $247K
43.6K $3.47M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.74K
- 5.14%
$102.02 - $103.5 $178K - $180K
32.1K $3.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.59K
- 23.91%
$50.52 - $50.92 $181K - $183K
11.4K $581K
ELS
Equity Lifestyle Properties Inc

Real Estate
-974
- 4.25%
$61.46 - $68.02 $59.9K - $66.3K
21.9K $1.35M
CI
Cigna Corp

Healthcare
-526
- 21.36%
$301.89 - $340.04 $159K - $179K
1.94K $640K
SLB
Schlumberger Limited

Energy
-2.1K
- 17.37%
$31.95 - $42.2 $67.2K - $88.7K
10K $338K
INTC
Intel Corp

Technology
-6.72K
- 13.5%
$18.13 - $22.69 $122K - $152K
43K $964K
FTV
Fortive Corp

Technology
-160
- 2.15%
$52.13 - $74.29 $8.34K - $11.9K
7.28K $379K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3.01K
- 8.54%
$43.28 - $50.37 $130K - $152K
32.2K $1.61M
XLP
Consumer Staples Sector Spdr

ETFs
-1.53K
- 17.06%
N/A
7.43K $565K
APD
Air Products & Chemicals, Inc.

Basic Materials
-292
- 17.59%
$248.61 - $294.96 $72.6K - $86.1K
1.37K $385K
CLX
Clorox CO

Consumer Defensive
-77
- 2.21%
$118.01 - $148.69 $9.09K - $11.4K
3.41K $409K
Activity Summary
Buys All Purchases 258 New Holdings 45 Increased Positions 213 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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