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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 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BKR BAKER HUGHES COMPANY Energy 3,922.0 $239K 0.01% NEW $61.05 +9.3%
62 EEM ISHARES TR 4,213.0 $239K 0.01% NEW $56.79 +20.5%
63 MCO MOODYS CORP Financial Services 541.0 $236K 0.01% NEW $436.44 +3.4%
64 IRM IRON MTN INC DEL Real Estate 2,304.0 $235K 0.01% NEW $102.15 +25.7%
65 VIG VANGUARD SPECIALIZED FUNDS 1,089.0 $234K 0.01% NEW $215.08 +8.5%
66 CRH PLC 2,224.0 $234K 0.01% NEW $105.11
67 TSN TYSON FOODS INC Consumer Defensive 3,643.0 $233K 0.01% NEW $64.06 +1.7%
68 RSG REPUBLIC SVCS INC Industrials 1,052.0 $230K 0.01% NEW $219.02 -5.5%
69 FANG DIAMONDBACK ENERGY INC Energy 1,147.0 $227K 0.01% NEW $197.74 -1.3%
70 NLR VANECK ETF TRUST 1,702.0 $227K 0.01% NEW $133.22 +1.0%
71 GIS GENERAL MILLS INC Consumer Defensive 5,866.0 $218K 0.01% NEW $37.22 -10.9%
72 ACM AECOM Industrials 2,559.0 $217K 0.01% NEW $84.82 -14.6%
73 NYT NEW YORK TIMES CO MTN BE Communication Services 2,528.0 $212K 0.01% NEW $83.73 -10.4%
74 RBC RBC BEARINGS INC Industrials 387.0 $210K 0.01% NEW $543.12 +7.6%
75 INNOVATOR ETFS TRUST 8,715.0 $209K 0.01% NEW $23.98
76 APRH INNOVATOR ETFS TRUST 8,469.0 $208K 0.01% NEW $24.52 +3.4%
77 LECO LINCOLN ELEC HLDGS INC Industrials 830.0 $207K 0.01% NEW $248.95 +6.6%
78 EFV ISHARES TR 2,726.0 $203K 0.01% NEW $74.35 +6.8%
79 USRT ISHARES TR 3,391.0 $201K 0.01% NEW $59.19 +11.3%
80 CALL BERKSHIRE HATHAWAY INC DEL 400.0 $192K 0.01% NEW $479.20
Page 4 of 5  ·  87 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%