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 201–250 of 529
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HSBC | HSBC HLDGS PLC | 15K | $1M+ | SH |
| CSCO | CISCO SYS INC | 15K | $1M+ | SH |
| PSEP | INNOVATOR ETFS TRUST | 26K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 34K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $1M+ | SH |
| BITQ | BITWISE FUNDS TRUST | 57K | $1M+ | SH |
| LOVE | LOVESAC COMPANY | 76K | $1M+ | SH |
| IEMG | ISHARES INC | 17K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 1K | $1M+ | SH |
| — | TRAVELERS COMPANIES INC | 4K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $1M+ | SH |
| ABT | ABBOTT LABS | 8K | $1M+ | SH |
| IWV | ISHARES TR | 3K | $1M+ | SH |
| SHOP | SHOPIFY INC | 6K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 38K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 17K | $1M+ | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 27K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 17K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 12K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| SPYG | SPDR SERIES TRUST | 9K | $500K+ | SH |
| GM | GENERAL MTRS CO | 11K | $500K+ | SH |
| HDV | ISHARES TR | 7K | $500K+ | SH |
| TJX | TJX COS INC NEW | 6K | $500K+ | SH |
| CI | THE CIGNA GROUP | 3K | $500K+ | SH |
| CB | CHUBB LIMITED | 3K | $500K+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 4K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 11K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC | 2K | $500K+ | SH |
| ISEP | INNOVATOR ETFS TRUST | 27K | $500K+ | SH |
| DIS | DISNEY WALT CO | 8K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| FCOM | FIDELITY COVINGTON TRUST | 12K | $500K+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 13K | $500K+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 18K | $500K+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 47K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 6K | $500K+ | SH |
| JAJL | INNOVATOR ETFS TRUST | 28K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| LIN | LINDE PLC | 2K | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL | 12K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 15K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 7K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 2K | $500K+ | SH |
| AFL | AFLAC INC | 7K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |