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 51–100 of 529
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | 144K | $1M+ | SH |
| IVE | ISHARES TR | 34K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 27K | $1M+ | SH |
| NOW | SERVICENOW INC | 46K | $1M+ | SH |
| V | VISA INC | 20K | $1M+ | SH |
| MCK | MCKESSON CORP | 8K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| NET | CLOUDFLARE INC | 34K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 26K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 98K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 13K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 63K | $1M+ | SH |
| GPC | GENUINE PARTS CO | 50K | $1M+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 55K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 18K | $1M+ | SH |
| BA | BOEING CO | 27K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 386K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 18K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 61K | $1M+ | SH |
| IXUS | ISHARES TR | 65K | $1M+ | SH |
| ITOT | ISHARES TR | 37K | $1M+ | SH |
| ORCL | ORACLE CORP | 28K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 9K | $1M+ | SH |
| MRK | MERCK & CO INC | 47K | $1M+ | SH |
| EVRG | EVERGY INC | 68K | $1M+ | SH |
| GBCI | GLACIER BANCORP INC NEW | 108K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 25K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 35K | $1M+ | SH |
| ASML | ASML HOLDING N V | 4K | $1M+ | SH |
| GLW | CORNING INC | 52K | $1M+ | SH |
| FCTR | FIRST TR EXCHANGE-TRADED FD | 126K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 78K | $1M+ | SH |
| ALTL | PACER FDS TR | 102K | $1M+ | SH |
| TWLO | TWILIO INC | 30K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 6K | $1M+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 89K | $1M+ | SH |
| IJK | ISHARES TR | 43K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 29K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| NFLX | NETFLIX INC | 43K | $1M+ | SH |
| DPZ | DOMINOS PIZZA INC | 10K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 131K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 143K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 32K | $1M+ | SH |
| IJJ | ISHARES TR | 29K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 7K | $1M+ | SH |
| IEFA | ISHARES TR | 41K | $1M+ | SH |
| IWF | ISHARES TR | 8K | $1M+ | SH |