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 251–300 of 529
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | 15K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 3K | $500K+ | SH |
| PSX | PHILLIPS 66 | 6K | $500K+ | SH |
| DGRO | ISHARES TR | 10K | $500K+ | SH |
| EFA | ISHARES TR | 8K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 13K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| RY | ROYAL BK CDA | 4K | $500K+ | SH |
| CLIP | GLOBAL X FDS | 7K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| ZTS | ZOETIS INC | 6K | $500K+ | SH |
| BLV | VANGUARD BD INDEX FDS | 10K | $500K+ | SH |
| BLK | BLACKROCK INC | 646 | $500K+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 6K | $500K+ | SH |
| APP | APPLOVIN CORP | 1K | $500K+ | SH |
| FDIS | FIDELITY COVINGTON TRUST | 7K | $500K+ | SH |
| SNOW | SNOWFLAKE INC | 3K | $500K+ | SH |
| XSD | SPDR SERIES TRUST | 2K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 774 | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 13K | $500K+ | SH |
| EXPD | EXPEDITORS INTL WASH INC | 5K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| MTUM | ISHARES TR | 3K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 862 | $500K+ | SH |
| BX | BLACKSTONE INC | 4K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| MMSI | MERIT MED SYS INC | 7K | $500K+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 14K | $500K+ | SH |
| IUSG | ISHARES TR | 4K | $500K+ | SH |
| TMUS | T-MOBILE US INC | 3K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 8K | $500K+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 35K | $500K+ | SH |
| J | JACOBS SOLUTIONS INC | 5K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| FLTB | FIDELITY MERRIMACK STR TR | 12K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 8K | $500K+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 14K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 5K | $500K+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 18K | $500K+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 1K | $500K+ | SH |
| NEM | NEWMONT CORP | 6K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 8K | $500K+ | SH |
| DDTS | INNOVATOR ETFS TRUST | 28K | $500K+ | SH |
| GOVT | ISHARES TR | 26K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| FSSL | FS SPECIALTY LENDING FD | 42K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 7K | $500K+ | SH |