Soltis Investment Advisors LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 370 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $68M, Apple Inc. with a value of $55.2M, Vanguard Bd Index Fd Inc Total with a value of $44.2M, Security National Financial Corp with a value of $31M, and Spdr S&P 500 ETF Trust with a value of $30.7M.
Examining the 13F form we can see an increase of $47.5M in the current position value, from $1.03B to 1.08B.
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
$1.08 Billion
ETFs: $370 Million
Technology: $211 Million
Financial Services: $85.7 Million
Healthcare: $72 Million
Communication Services: $61.6 Million
Consumer Cyclical: $59.4 Million
Industrials: $51.9 Million
Consumer Defensive: $43.2 Million
Other: $122 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
