Soltis Investment Advisors LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.23 Billion distributed in 398 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $98.5M, Nvidia Corp with a value of $59.8M, Apple Inc. with a value of $59.8M, Vanguard Bd Index Fd Inc Total with a value of $51.1M, and Amazon Com Inc with a value of $44.2M.
Examining the 13F form we can see an increase of $148M in the current position value, from $1.08B to 1.23B.
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
$1.23 Billion
ETFs: $371 Million
Technology: $311 Million
Consumer Cyclical: $106 Million
Financial Services: $89.9 Million
Communication Services: $85.2 Million
Healthcare: $57.9 Million
Industrials: $54.9 Million
Consumer Defensive: $37.4 Million
Other: $110 Million
Stock Holdings Table Market Cap. of $200 Billions or more
