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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 8 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CEG CONSTELLATION ENERGY CORP Utilities 920.0 $257K 0.02% -88.0 -8.7% $279.34 +8.0%
142 CNC CENTENE CORP DEL Healthcare 7,813.0 $256K 0.02% -270.0 -3.3% $32.74 +74.8%
143 DEM WISDOMTREE TR 4,871.0 $242K 0.01% -3K -34.4% $49.69 +11.4%
144 VTR VENTAS INC Real Estate 2,931.0 $240K 0.01% -345.0 -10.5% $81.79 +7.8%
145 HPE HEWLETT PACKARD ENTERPRISE C Technology 10,046.0 $239K 0.01% -69.0 -0.7% $23.81 +59.8%
146 ADSK AUTODESK INC Technology 990.0 $237K 0.01% -10K -91.2% $239.49 -0.5%
147 IGV ISHARES TR 2,944.0 $236K 0.01% -82.0 -2.7% $80.05 +17.4%
148 SGOL ETFS GOLD TR Financial Services 5,204.0 $232K 0.01% -226.0 -4.2% $44.62 -3.8%
149 VRSN VERISIGN INC Technology 917.0 $228K 0.01% -36.0 -3.8% $248.49 +23.5%
150 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,157.0 $225K 0.01% -76.0 -2.4% $71.19 -9.8%
151 PYPL PAYPAL HLDGS INC Financial Services 4,780.0 $216K 0.01% -291.0 -5.7% $45.23 -2.4%
152 HOOD ROBINHOOD MKTS INC Financial Services 3,115.0 $216K 0.01% -247.0 -7.3% $69.30 +6.9%
153 ARKK ARK ETF TR 3,103.0 $210K 0.01% -113.0 -3.5% $67.60 +14.3%
154 OKE ONEOK INC NEW Energy 2,266.0 $205K 0.01% -3K -57.9% $90.38 +0.1%
155 EMB ISHARES TR 2,176.0 $204K 0.01% -129.0 -5.6% $93.95 +1.8%
156 SCHO SCHWAB STRATEGIC TR 8,357.0 $203K 0.01% -1K -12.8% $24.27 -0.4%
157 CVBF CVB FINL CORP Financial Services 10,267.0 $199K 0.01% -2K -15.3% $19.39 +7.1%
158 BGX BLACKSTONE LONG SHORT CR INC Financial Services 18,107.0 $197K 0.01% -13K -41.3% $10.90 -0.4%
159 KREF KKR REAL ESTATE FIN TR INC Real Estate 12,689.0 $78K 0.01% -16K -55.3% $6.12 +7.4%
160 ADT ADT INC DEL Industrials 11,323.0 $74K 0.01% -2K -12.2% $6.57 +5.5%
Page 8 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%