Soltis Investment Advisors LLC Options Holdings

Soltis Investment Advisors LLC

  • $1.38 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AAPL
Apple Inc.

Technology
PUT
$6.16 Million
24.2K
Q3 2025
Added 33.7%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$5.33 Million
8K
Q3 2025
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$604,000
2.5K
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 487
  • Current Value $1.38 Billion
  • Prior Value $1.23 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 92 stocks
  • Additional Purchases 226 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 123 stocks
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