Soltis Investment Advisors LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.03 Billion distributed in 372 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $69.3M, Apple Inc. with a value of $60.3M, Nvidia Corp with a value of $36.3M, Security National Financial Corp with a value of $31.6M, and Amazon Com Inc with a value of $26.9M.
Examining the 13F form we can see an increase of $42.9M in the current position value, from $991M to 1.03B.
Soltis Investment Advisors LLC is based out at St. George, UT
Below you can find more details about Soltis Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.03 Billion
ETFs: $347 Million
Technology: $246 Million
Financial Services: $89 Million
Consumer Cyclical: $61.3 Million
Communication Services: $49.9 Million
Healthcare: $45.1 Million
Industrials: $45.1 Million
Consumer Defensive: $35.5 Million
Other: $110 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
