Soltis Investment Advisors LLC Portfolio Holdings
Soltis Investment Advisors LLC
- $941 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 334
- Current Value $941 Million
- Prior Value $889 Million
- Filing
- Period Q2 2024
- Filing Date August 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 50 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks