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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 3 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADI ANALOG DEVICES INC Technology 6,430.0 $2.0M 0.13% -200.0 -3.0% $318.13 +30.5%
42 SKYW SKYWEST INC Industrials 21,137.0 $1.9M 0.12% -489.0 -2.3% $91.83 -5.8%
43 MA MASTERCARD INCORPORATED Financial Services 3,746.0 $1.9M 0.12% -5K -58.5% $499.70 -1.2%
44 HEI HEICO CORP NEW Industrials 6,662.0 $1.8M 0.12% -167.0 -2.5% $274.22 +13.1%
45 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,603.0 $1.8M 0.11% -25.0 -0.7% $491.51 -8.8%
46 QUAL ISHARES TR 9,092.0 $1.7M 0.11% -130.0 -1.4% $191.82 +12.3%
47 ULTA ULTA BEAUTY INC Consumer Cyclical 3,301.0 $1.7M 0.11% -2K -34.8% $522.72 -1.3%
48 INTC INTEL CORP Technology 38,665.0 $1.7M 0.11% -9K -18.1% $44.13 +176.7%
49 HD HOME DEPOT INC Consumer Cyclical 5,004.0 $1.6M 0.10% -748.0 -13.0% $328.88 -5.7%
50 VTV VANGUARD INDEX FDS 8,156.0 $1.6M 0.10% -360.0 -4.2% $196.20 +8.0%
51 IJS ISHARES TR 13,473.0 $1.6M 0.10% -5K -26.5% $118.45 +10.2%
52 MINT PIMCO ETF TR 15,668.0 $1.6M 0.10% -700.0 -4.3% $100.57 +0.1%
53 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,386.0 $1.6M 0.10% -5K -54.6% $358.79 -13.3%
54 SCHP SCHWAB STRATEGIC TR 57,831.0 $1.5M 0.10% -10K -14.4% $26.61 +0.4%
55 DON WISDOMTREE TR 28,200.0 $1.5M 0.09% -2K -5.3% $52.54 +5.5%
56 ZION ZIONS BANCORPORATION NATL AS Financial Services 24,993.0 $1.4M 0.09% -377.0 -1.5% $57.62 +8.7%
57 LRCX LAM RESEARCH CORP Technology 6,307.0 $1.3M 0.09% -48K -88.4% $213.65 +50.2%
58 XLV SELECT SECTOR SPDR TR 8,911.0 $1.3M 0.08% -899.0 -9.2% $146.61 +1.7%
59 COF CAPITAL ONE FINL CORP Financial Services 7,008.0 $1.3M 0.08% -102.0 -1.4% $182.44 +2.0%
60 XLC SELECT SECTOR SPDR TR 11,079.0 $1.2M 0.08% -2K -15.2% $110.86 +4.2%
Page 3 of 9  ·  161 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%