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 401–450 of 529
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OEF | ISHARES TR | 902 | $100K–$500K | SH |
| BP | BP PLC | 9K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| VSDM | VANGUARD MUN BD FDS | 4K | $100K–$500K | SH |
| EIX | EDISON INTL | 5K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 5K | $100K–$500K | SH |
| FTNT | FORTINET INC | 4K | $100K–$500K | SH |
| BJUL | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| BMAY | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| MPLX | MPLX LP | 5K | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 748 | $100K–$500K | SH |
| NJUL | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| ZOCT | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| ZAUG | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| BSEP | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 1K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| UBS | UBS GROUP AG | 6K | $100K–$500K | SH |
| SRE | SEMPRA | 3K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 1K | $100K–$500K | SH |
| TPR | TAPESTRY INC | 2K | $100K–$500K | SH |
| VNT | VONTIER CORPORATION | 7K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 2K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 3K | $100K–$500K | SH |
| EBAY | EBAY INC. | 3K | $100K–$500K | SH |
| ZSEP | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| SVOL | SIMPLIFY EXCHANGE TRADED FUN | 15K | $100K–$500K | SH |
| OMF | ONEMAIN HLDGS INC | 4K | $100K–$500K | SH |
| TXT | TEXTRON INC | 3K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 868 | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 4K | $100K–$500K | SH |
| VTR | VENTAS INC | 3K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 1K | $100K–$500K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 11K | $100K–$500K | SH |
| ZM | ZOOM COMMUNICATIONS INC | 3K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 6K | $100K–$500K | SH |
| FC | FRANKLIN COVEY CO | 15K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 3K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 2K | $100K–$500K | SH |
| FIDI | FIDELITY COVINGTON TRUST | 9K | $100K–$500K | SH |
| IMTM | ISHARES TR | 5K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 10K | $100K–$500K | SH |
| ZJUL | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |