Soltis Investment Advisors LLC has filed its 13F form on January 03, 2025 for Q3 2024 where it was disclosed a total value porftolio of $991 Million distributed in 364 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $62.9M, Apple Inc. with a value of $48.7M, Nvidia Corp with a value of $26.5M, Security National Financial Corp with a value of $25.9M, and Ishares Core S&P 500 ETF with a value of $25.5M.
Examining the 13F form we can see an decrease of $14.8M in the current position value, from $1.01B to 991M.
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
$991 Million
ETFs: $340 Million
Technology: $209 Million
Financial Services: $80.9 Million
Healthcare: $55.7 Million
Consumer Cyclical: $52.7 Million
Communication Services: $47.1 Million
Industrials: $42 Million
Energy: $41.7 Million
Other: $115 Million
Stock Holdings Table Market Cap. of $200 Billions or more
