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
TMUS
T Mobile Us, Inc.

Communication Services
-38
- 1.18%
$220.99 - $268.54 $8.4K - $10.2K
3.18K $757K
IWD
Ishares Russell 1000 Val ETF

ETFs
-610
- 19.37%
$166.82 - $194.23 $102K - $118K
2.54K $493K
EMB
Ishares Tr

ETFs
-1.14K
- 30.95%
$86.54 - $92.62 $98.8K - $106K
2.55K $235K
MCD
Mcdonalds Corp

Consumer Cyclical
-100
- 3.5%
$285.55 - $321.23 $28.6K - $32.1K
2.76K $806K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.63K
- 4.27%
$26.18 - $26.93 $68.7K - $70.7K
58.8K $1.57M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-18
- 2.74%
$483.07 - $625.6 $8.7K - $11.3K
638 $334K
IEMG
Ishares Inc

ETFs
-1.52K
- 8.03%
N/A
17.4K $935K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-780
- 4.24%
$100.04 - $100.54 $78K - $78.4K
17.6K $1.77M
HDV
Ishares Core High Dividend ETF

ETFs
-388
- 4.68%
$108.41 - $120.51 $42.1K - $46.8K
7.9K $925K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-89
- 10.06%
$421.16 - $509.5 $37.5K - $45.3K
796 $354K
SUB
Ishares Short Term National Mu

ETFs
-787
- 4.72%
$104.77 - $106.34 $82.5K - $83.7K
15.9K $1.69M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.46K
- 20.41%
$45.11 - $52.34 $65.7K - $76.3K
5.68K $297K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-711
- 2.78%
$96.84 - $99.46 $68.9K - $70.7K
24.9K $2.47M
TIP
Ishares Tr Tips Bd ETF

ETFs
-494
- 5.52%
$107.93 - $110.97 $53.3K - $54.8K
8.46K $930K
BBY
Best Buy CO Inc

Consumer Cyclical
-534
- 13.47%
$56.17 - $75.73 $30K - $40.4K
3.43K $230K
IWM
Ishares Russell 2000 ETF

ETFs
-684
- 11.59%
$174.82 - $215.79 $120K - $148K
5.22K $1.13M
OTIS
Otis Worldwide Corp

Industrials
-209
- 3.29%
$90.88 - $104.3 $19K - $21.8K
6.15K $608K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.28K
- 21.77%
$19.6 - $24.44 $64.2K - $80.1K
11.8K $287K
XLU
Utilities Sector Spdr

ETFs
-585
- 11.53%
$73.09 - $82.77 $42.8K - $48.4K
4.49K $366K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-210
- 4.55%
$61.03 - $67.59 $12.8K - $14.2K
4.41K $281K
TXN
Texas Instruments Inc

Technology
-169
- 9.77%
N/A
1.56K $303K
XLF
Financial Sector Spdr

ETFs
-1.65K
- 5.9%
$43.92 - $52.37 $72.2K - $86.1K
26.2K $1.37M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-756
- 6.45%
$28.35 - $31.3 $21.4K - $23.7K
11K $343K
VOE
Vanguard Mid Cap Value Index F

ETFs
-60
- 3.23%
$141.87 - $164.49 $8.51K - $9.87K
1.8K $295K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-41
- 2.11%
$107.61 - $119.09 $4.41K - $4.88K
1.91K $225K
HEIA
Heico Crp Cl A
-250
- 4.2%
N/A
5.71K $0
PDEC
Innovator U.S. Equity Power Bu
-353
- 4.41%
N/A
7.65K $0
Innovator Etfs Trust
-129K
- 26.59%
N/A
355K $0
Innovator Etfs Trust
-39
- 0.31%
N/A
12.5K $0
Lam Research Corp
-260
- 0.41%
N/A
62.5K $0
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-231
- 3.58%
$83.8 - $101.39 $19.4K - $23.4K
6.23K $630K
CBRE
Cbre Group, Inc.

Real Estate
-24
- 1.41%
$113.94 - $140.12 $2.73K - $3.36K
1.67K $234K
SLV
I Shares Silver Trust

ETFs
-625
- 3.2%
$27.08 - $33.74 $16.9K - $21.1K
18.9K $619K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.18K
- 7.16%
$24.38 - $30.18 $77.6K - $96K
41.2K $1.24M
EW
Edwards Lifesciences Corp

Healthcare
-275
- 3.86%
$67.07 - $78.22 $18.4K - $21.5K
6.85K $535K
SPYG
Spdr Portfolio

ETFs
-1.02K
- 13.01%
$71.83 - $95.32 $73.1K - $96.9K
6.8K $648K
VNT
Vontier Corp

Technology
-414
- 4.42%
$28.04 - $37.3 $11.6K - $15.4K
8.94K $329K
IVE
Ishares S&P 500 Value ETF

ETFs
-501
- 1.8%
$168.34 - $195.42 $84.3K - $97.9K
27.3K $5.33M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-162
- 0.9%
$38.7 - $44.05 $6.27K - $7.14K
17.9K $789K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-275
- 3.94%
$75.33 - $94.56 $20.7K - $26K
6.7K $630K
HON
Honeywell International Inc

Industrials
-23
- 0.78%
$182.86 - $232.88 $4.21K - $5.36K
2.94K $684K
XLI
Industrial Sector Spdr

ETFs
-184
- 3.22%
$116.42 - $147.52 $21.4K - $27.1K
5.52K $814K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-126
- 0.57%
$22.27 - $29.21 $2.81K - $3.68K
21.9K $639K
MSTR
Microstrategy Inc

Technology
-27
- 3.04%
$237.95 - $421.61 $6.42K - $11.4K
862 $348K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-72
- 0.62%
$50.44 - $64.81 $3.63K - $4.67K
11.5K $747K
CARR
Carrier Global Corp

Industrials
-72
- 0.55%
$55.55 - $75.83 $4K - $5.46K
13.1K $958K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-33
- 1.36%
$160.63 - $257.78 $5.3K - $8.51K
2.4K $615K
MU
Micron Technology Inc

Technology
-200
- 3.86%
$64.72 - $127.91 $12.9K - $25.6K
4.98K $613K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-713
- 9.2%
$320.42 - $424.58 $228K - $303K
7.03K $2.99M
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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