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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 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 19,313.0 $11.5M 0.73% +499.0 +2.6% $597.56 +15.7%
22 PAYX PAYCHEX INC Industrials 124,167.0 $11.4M 0.72% +58K +87.0% $92.12 +3.8%
23 ENTERGY CORP NEW 97,558.0 $11.0M 0.69% +3K +2.6% $112.36
24 O REALTY INCOME CORP Real Estate 177,498.0 $10.9M 0.69% +12K +7.0% $61.18 +1.3%
25 MDT MEDTRONIC PLC Healthcare 124,532.0 $10.8M 0.68% +23K +22.1% $86.65 -10.2%
26 VWO VANGUARD INTL EQUITY INDEX F 197,406.0 $10.7M 0.67% +17K +9.6% $54.05 +11.3%
27 SLB SLB LIMITED Energy 203,547.0 $10.5M 0.66% +3K +1.5% $51.39 +12.7%
28 ENB ENBRIDGE INC Energy 192,233.0 $10.4M 0.66% +8K +4.3% $54.14 +5.5%
29 PEP PEPSICO INC Consumer Defensive 66,342.0 $10.3M 0.65% +7K +11.5% $155.29 -5.2%
30 AEP AMERICAN ELEC PWR CO INC Utilities 76,657.0 $10.0M 0.63% +4K +4.8% $131.08 +0.1%
31 HSY HERSHEY CO Consumer Defensive 48,166.0 $10.0M 0.63% +1K +2.4% $207.89 -7.5%
32 GOOG ALPHABET INC Communication Services 34,483.0 $9.9M 0.62% $286.86 +33.3%
33 AVGO BROADCOM INC Technology 31,577.0 $9.8M 0.62% +1K +4.7% $309.51 +40.0%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 192,158.0 $9.6M 0.61% -18K -8.4% $50.20 -4.5%
35 JPM JPMORGAN CHASE & CO Financial Services 32,620.0 $9.6M 0.60% +521.0 +1.6% $294.16 +4.8%
36 AMGN AMGEN INC Healthcare 27,252.0 $9.6M 0.60% +1K +5.0% $351.86 -4.0%
37 AMT AMERICAN TOWER CORP Real Estate 53,643.0 $9.3M 0.58% +9K +21.5% $172.58 +6.8%
38 KO COCA COLA CO Consumer Defensive 120,616.0 $9.2M 0.58% +5K +4.3% $76.05 +5.8%
39 RIO RIO TINTO PLC Basic Materials 96,833.0 $9.0M 0.57% -54K -35.9% $93.29 +14.4%
40 PG PROCTER & GAMBLE CO Consumer Defensive 61,922.0 $8.9M 0.56% +11K +21.8% $144.44 -0.5%
Page 2 of 29  ·  580 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%