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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 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AAPL PUT APPLE INC Technology 20,100.0 $5.1M 0.32% NEW $253.79 +21.8%
82 GLW CORNING INC Technology 37,012.0 $5.0M 0.32% -15K -28.9% $135.97 +45.3%
83 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 42,740.0 $5.0M 0.32% +9K +27.9% $117.06 -3.5%
84 NOW SERVICENOW INC Technology 47,508.0 $5.0M 0.31% +1K +2.6% $104.55 -2.9%
85 SPG SIMON PPTY GROUP INC NEW Real Estate 26,335.0 $4.9M 0.31% +1K +5.0% $186.53 +10.8%
86 GBCI GLACIER BANCORP INC NEW Financial Services 105,814.0 $4.7M 0.30% -2K -1.6% $44.67 +7.6%
87 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,664.0 $4.6M 0.29% +406.0 +9.5% $996.50 +0.2%
88 IJK ISHARES TR 45,246.0 $4.6M 0.29% +2K +4.5% $100.62 +13.0%
89 LLY ELI LILLY & CO Healthcare 4,918.0 $4.5M 0.28% -1K -22.3% $919.76 +17.1%
90 ORCL ORACLE CORP Technology 30,480.0 $4.5M 0.28% +3K +9.2% $147.11 +29.8%
91 ALTL PACER FDS TR 102,012.0 $4.5M 0.28% $43.88 +9.2%
92 FCTR FIRST TR EXCHANGE-TRADED FD 124,689.0 $4.4M 0.28% -1K -0.9% $35.67 +12.3%
93 SBUX STARBUCKS CORP Consumer Cyclical 49,612.0 $4.4M 0.28% +31K +171.6% $89.59 +12.8%
94 SCHD SCHWAB STRATEGIC TR 141,871.0 $4.4M 0.28% -1K -0.9% $30.68 +6.5%
95 TLT ISHARES TR 50,122.0 $4.3M 0.27% NEW $86.69 -2.0%
96 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 59,785.0 $4.3M 0.27% +16K +36.2% $72.46 +20.3%
97 ANET ARISTA NETWORKS INC Technology 35,230.0 $4.3M 0.27% $122.78 +29.7%
98 WSM WILLIAMS SONOMA INC Consumer Cyclical 23,722.0 $4.3M 0.27% +5K +24.8% $182.33 +7.3%
99 HAL HALLIBURTON CO Energy 107,013.0 $4.2M 0.26% NEW $38.99 +6.0%
100 V VISA INC Financial Services 13,664.0 $4.1M 0.26% -6K -32.2% $302.23 +7.9%
Page 5 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%