Soltis Investment Advisors LLC Portfolio Holdings
Soltis Investment Advisors LLC
- $1.01 Billion
- Q3 2024
Soltis Investment Advisors LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 365 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 increase of $64M in the current position value, from $941M to 1.01B.
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 365
- Current Value $1.01 Billion
- Prior Value $941 Million
- Filing
- Period Q3 2024
- Filing Date November 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 51 stocks
- Additional Purchases 160 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks