Soltis Investment Advisors LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $941 Million distributed in 334 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $62.8M, Apple Inc. with a value of $41.6M, Nvidia Corp with a value of $27.4M, Jp Morgan ETF Tr Ultra Short I with a value of $27.1M, and Amazon Com Inc with a value of $23.2M.
Examining the 13F form we can see an increase of $52.4M in the current position value, from $889M to 941M.
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
$941 Million
ETFs: $357 Million
Technology: $192 Million
Financial Services: $74.3 Million
Healthcare: $52.9 Million
Consumer Cyclical: $50.5 Million
Communication Services: $40.2 Million
Industrials: $39 Million
Energy: $34.3 Million
Other: $95.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
