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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 5 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 7,221.0 $2.2M 0.14% +4K +157.2% $310.80 -10.1%
82 SCHE SCHWAB STRATEGIC TR 66,594.0 $2.2M 0.14% +16K +31.6% $32.95 +10.6%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 13,107.0 $2.2M 0.14% +581.0 +4.6% $165.34 +9.8%
84 VCSH VANGUARD SCOTTSDALE FDS 24,919.0 $2.0M 0.12% +532.0 +2.2% $79.27 -0.3%
85 FTEC FIDELITY COVINGTON TRUST 9,229.0 $1.9M 0.12% +1K +13.3% $208.05 +35.5%
86 BUFF INNOVATOR ETFS TRUST 37,476.0 $1.9M 0.12% +996.0 +2.7% $49.41 +6.0%
87 IWM ISHARES TR 7,172.0 $1.8M 0.11% +996.0 +16.1% $248.00 +17.1%
88 MU MICRON TECHNOLOGY INC Technology 5,261.0 $1.8M 0.11% +706.0 +15.5% $337.87 +165.2%
89 FIX COMFORT SYS USA INC Industrials 1,275.0 $1.8M 0.11% +95.0 +8.1% $1379.14 +36.6%
90 IBM INTERNATIONAL BUSINESS MACHS Technology 7,188.0 $1.7M 0.11% +1K +25.7% $242.40 +3.4%
91 GS GOLDMAN SACHS GROUP INC Financial Services 2,051.0 $1.7M 0.11% +118.0 +6.1% $845.85 +17.6%
92 BAC BANK AMERICA CORP Financial Services 33,771.0 $1.6M 0.10% +3K +11.4% $48.75 +7.1%
93 FDVV FIDELITY COVINGTON TRUST 28,390.0 $1.6M 0.10% +5K +20.5% $55.24 +9.9%
94 XLF SELECT SECTOR SPDR TR 31,198.0 $1.5M 0.10% +7K +30.8% $49.37 +5.1%
95 MCHP MICROCHIP TECHNOLOGY INC. Technology 22,945.0 $1.5M 0.09% +476.0 +2.1% $64.61 +51.8%
96 FREL FIDELITY COVINGTON TRUST 54,689.0 $1.5M 0.09% +426.0 +0.8% $26.91 +9.7%
97 AMD ADVANCED MICRO DEVICES INC Technology 7,051.0 $1.4M 0.09% +53.0 +0.8% $203.43 +147.7%
98 DAL DELTA AIR LINES INC Industrials 21,464.0 $1.4M 0.09% +10K +84.6% $66.48 +19.4%
99 SLV ISHARES SILVER TR Financial Services 20,904.0 $1.4M 0.09% +136.0 +0.7% $68.14 +2.3%
100 CSCO CISCO SYS INC Technology 17,696.0 $1.4M 0.09% +3K +17.0% $77.59 +52.5%
Page 5 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%