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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 2 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AEP AMERICAN ELEC PWR CO INC Utilities 76,657.0 $10.0M 0.63% +4K +4.8% $131.08 -0.1%
22 HSY HERSHEY CO Consumer Defensive 48,166.0 $10.0M 0.63% +1K +2.4% $207.89 -8.1%
23 AVGO BROADCOM INC Technology 31,577.0 $9.8M 0.62% +1K +4.7% $309.51 +36.3%
24 JPM JPMORGAN CHASE & CO Financial Services 32,620.0 $9.6M 0.60% +521.0 +1.6% $294.16 +4.3%
25 AMGN AMGEN INC Healthcare 27,252.0 $9.6M 0.60% +1K +5.0% $351.86 -4.5%
26 AMT AMERICAN TOWER CORP Real Estate 53,643.0 $9.3M 0.58% +9K +21.5% $172.58 +7.2%
27 KO COCA COLA CO Consumer Defensive 120,616.0 $9.2M 0.58% +5K +4.3% $76.05 +5.8%
28 PG PROCTER & GAMBLE CO Consumer Defensive 61,922.0 $8.9M 0.56% +11K +21.8% $144.44 -1.0%
29 XOM EXXON MOBIL CORP Energy 51,507.0 $8.7M 0.55% +20K +63.4% $169.66 -11.7%
30 IVW ISHARES TR 73,214.0 $8.3M 0.52% +4K +6.3% $113.11 +22.3%
31 XLY SELECT SECTOR SPDR TR 75,268.0 $8.2M 0.52% +65K +604.4% $108.98 +9.6%
32 UNH UNITEDHEALTH GROUP INC Healthcare 30,232.0 $8.2M 0.52% +2K +7.4% $270.59 +39.3%
33 BALT INNOVATOR ETFS TRUST 238,301.0 $8.0M 0.50% +204K +599.0% $33.47 +1.9%
34 EQR EQUITY RESIDENTIAL Real Estate 130,093.0 $7.7M 0.48% +15K +12.7% $59.15 +11.8%
35 IVE ISHARES TR 35,708.0 $7.5M 0.48% +2K +4.9% $211.15 +7.9%
36 VTEB VANGUARD MUN BD FDS 150,611.0 $7.5M 0.47% +7K +4.7% $49.89 +0.4%
37 GEV GE VERNOVA INC Utilities 8,440.0 $7.4M 0.47% +5K +152.6% $872.90 +22.6%
38 ES EVERSOURCE ENERGY Utilities 105,004.0 $7.3M 0.46% +7K +7.5% $69.28 +0.6%
39 NOC NORTHROP GRUMMAN CORP Industrials 10,630.0 $7.3M 0.46% +5K +77.1% $682.24 -18.4%
40 NET CLOUDFLARE INC Technology 34,620.0 $7.1M 0.45% +454.0 +1.3% $206.34 +5.4%
Page 2 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%