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Portfolio (Quarterly) Guide ↗

Soltis Investment Advisors LLC

· CIK 0001802530
13F Portfolio $1.6B AUM 607 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 87 New 263 Added 161 Reduced 35 Exited
Page 11 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VRTX VERTEX PHARMACEUTICALS INC Healthcare 959.0 $428K 0.03% +85.0 +9.7% $446.43 -2.4%
202 TXT TEXTRON INC Industrials 4,888.0 $428K 0.03% +2K +65.8% $87.57 +5.8%
203 QQQM INVESCO EXCH TRADED FD TR II 1,801.0 $428K 0.03% +861.0 +91.6% $237.62 +26.5%
204 FIDELITY COVINGTON TRUST 5,590.0 $393K 0.03% +1K +27.9% $70.36
205 VHT VANGUARD WORLD FD 1,435.0 $391K 0.03% +10.0 +0.7% $272.26 +1.9%
206 FSK FS KKR CAP CORP Financial Services 38,235.0 $389K 0.03% +5K +16.6% $10.18 +6.4%
207 TGT TARGET CORP Consumer Defensive 3,112.0 $377K 0.02% +893.0 +40.2% $121.21 +3.5%
208 CLX CLOROX CO DEL Consumer Defensive 3,628.0 $376K 0.02% +213.0 +6.2% $103.63 -7.1%
209 MSTR STRATEGY INC Technology 2,979.0 $372K 0.02% +208.0 +7.5% $124.79 +28.2%
210 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,313.0 $371K 0.02% +241.0 +22.5% $282.43 +26.0%
211 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 11,661.0 $364K 0.02% +540.0 +4.9% $31.19 +8.7%
212 CCL CARNIVAL CORP Consumer Cyclical 13,889.0 $359K 0.02% +2K +16.9% $25.88 +3.2%
213 KKR KKR & CO INC Financial Services 3,808.0 $352K 0.02% +2K +66.4% $92.49 +2.7%
214 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,006.0 $347K 0.02% +138.0 +15.9% $345.31 -9.2%
215 SRE SEMPRA Utilities 3,555.0 $345K 0.02% +463.0 +15.0% $97.17 -5.8%
216 WM WASTE MGMT INC DEL Industrials 1,497.0 $344K 0.02% +212.0 +16.5% $229.84 -5.2%
217 SCHX SCHWAB STRATEGIC TR 13,258.0 $340K 0.02% +1K +8.3% $25.64 +15.2%
218 KMI KINDER MORGAN INC DEL Energy 10,125.0 $339K 0.02% +2K +32.7% $33.53 -2.0%
219 B BARRICK MNG CORP Basic Materials 8,298.0 $338K 0.02% +3K +43.8% $40.79 +3.2%
220 FORTINET INC 4,099.0 $335K 0.02% +372.0 +10.0% $81.71
Page 11 of 14  ·  263 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.1%
Financial Services 13.0%
Consumer Cyclical 10.8%
Industrials 9.8%
Healthcare 8.2%
Communication Services 6.7%
Consumer Defensive 5.9%
Energy 5.8%
Real Estate 3.6%
Utilities 2.8%