CIK 1802530
Soltis Investment Advisors LLC
Institutional 13F holdings & portfolio
Holdings
529
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 529
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 222K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 423K | $1M+ | SH |
| AAPL | APPLE INC | 258K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 904K | $1M+ | SH |
| AMZN | AMAZON COM INC | 191K | $1M+ | SH |
| IVV | ISHARES TR | 51K | $1M+ | SH |
| GOOGL | ALPHABET INC | 96K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 39K | $1M+ | SH |
| SNFCA | SECURITY NATL FINL CORP | 2.6M | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 428K | $1M+ | SH |
| TSLA | TESLA INC | 46K | $1M+ | SH |
| IJH | ISHARES TR | 298K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 768K | $1M+ | SH |
| META | META PLATFORMS INC | 24K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 21K | $1M+ | SH |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 427K | $1M+ | SH |
| NKE | NIKE INC | 202K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 59K | $1M+ | SH |
| RIO | RIO TINTO PLC | 151K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 75K | $1M+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 264K | $1M+ | SH |
| GOOG | ALPHABET INC | 35K | $1M+ | SH |
| APOC | INNOVATOR ETFS TRUST | 401K | $1M+ | SH |
| AVGO | BROADCOM INC | 30K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 32K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 102K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 180K | $1M+ | SH |
| C | CITIGROUP INC | 83K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 20K | $1M+ | SH |
| O | REALTY INCOME CORP | 166K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 54K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 28K | $1M+ | SH |
| ENB | ENBRIDGE INC | 184K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 95K | $1M+ | SH |
| IJR | ISHARES TR | 73K | $1M+ | SH |
| HSY | HERSHEY CO | 47K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 210K | $1M+ | SH |
| PEP | PEPSICO INC | 60K | $1M+ | SH |
| AMGN | AMGEN INC | 26K | $1M+ | SH |
| IVW | ISHARES TR | 69K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 73K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 27K | $1M+ | SH |
| KO | COCA COLA CO | 116K | $1M+ | SH |
| ABBV | ABBVIE INC | 34K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 44K | $1M+ | SH |
| SLB | SLB LIMITED | 200K | $1M+ | SH |
| PAYX | PAYCHEX INC | 66K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 51K | $1M+ | SH |
| EQR | EQUITY RESIDENTIAL | 115K | $1M+ | SH |