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 301–350 of 529
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 5K | $500K+ | SH |
| VFMO | VANGUARD WELLINGTON FD | 3K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 7K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| JVAL | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 6K | $500K+ | SH |
| TRGP | TARGA RES CORP | 3K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 965 | $500K+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 11K | $500K+ | SH |
| PCAR | PACCAR INC | 5K | $500K+ | SH |
| EXPE | EXPEDIA GROUP INC | 2K | $500K+ | SH |
| MFIN | MEDALLION FINL CORP | 52K | $500K+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 4K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 11K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 9K | $500K+ | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 21K | $500K+ | SH |
| ILCB | ISHARES TR | 5K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 5K | $500K+ | SH |
| F | FORD MTR CO | 39K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| KLAC | KLA CORP | 412 | $500K+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 33K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 3K | $100K–$500K | SH |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 17K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 3K | $100K–$500K | SH |
| T | AT&T INC | 19K | $100K–$500K | SH |
| IEUR | ISHARES TR | 7K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 3K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 6K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | 20K | $100K–$500K | SH |
| QGRW | WISDOMTREE TR | 8K | $100K–$500K | SH |
| DE | DEERE & CO | 988 | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 5K | $100K–$500K | SH |
| GDLC | GRAYSCALE COINDESK CRYPTO | 11K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 14K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 5K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 14K | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 9K | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| USB | US BANCORP DEL | 8K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| ACP | ABRDN INCOME CREDIT STRATEGI | 81K | $100K–$500K | SH |
| PFE | PFIZER INC | 17K | $100K–$500K | SH |
| SOXX | ISHARES TR | 1K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 8K | $100K–$500K | SH |