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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 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ETN PUT EATON CORP PLC Industrials 6,400.0 $2.3M 0.14% NEW $357.67 +12.7%
142 VGT VANGUARD WORLD FD 3,233.0 $2.3M 0.14% -2K -42.5% $697.67 -83.1%
143 MCD MCDONALDS CORP Consumer Cyclical 7,221.0 $2.2M 0.14% +4K +157.2% $310.80 -10.1%
144 SCHE SCHWAB STRATEGIC TR 66,594.0 $2.2M 0.14% +16K +31.6% $32.95 +10.6%
145 PM PHILIP MORRIS INTL INC Consumer Defensive 13,107.0 $2.2M 0.14% +581.0 +4.6% $165.34 +9.8%
146 ADI ANALOG DEVICES INC Technology 6,430.0 $2.0M 0.13% -200.0 -3.0% $318.13 +32.0%
147 VCSH VANGUARD SCOTTSDALE FDS 24,919.0 $2.0M 0.12% +532.0 +2.2% $79.27 -0.3%
148 LNG CHENIERE ENERGY INC Energy 6,927.0 $2.0M 0.12% NEW $283.76 -17.5%
149 SKYW SKYWEST INC Industrials 21,137.0 $1.9M 0.12% -489.0 -2.3% $91.83 -5.5%
150 FTEC FIDELITY COVINGTON TRUST 9,229.0 $1.9M 0.12% +1K +13.3% $208.05 +35.5%
151 MA MASTERCARD INCORPORATED Financial Services 3,746.0 $1.9M 0.12% -5K -58.5% $499.70 -1.3%
152 BUFF INNOVATOR ETFS TRUST 37,476.0 $1.9M 0.12% +996.0 +2.7% $49.41 +6.0%
153 HEI HEICO CORP NEW Industrials 6,662.0 $1.8M 0.12% -167.0 -2.5% $274.22 +12.6%
154 MBB ISHARES TR 18,968.0 $1.8M 0.11% NEW $94.95 -0.7%
155 IWM ISHARES TR 7,172.0 $1.8M 0.11% +996.0 +16.1% $248.00 +17.1%
156 MU MICRON TECHNOLOGY INC Technology 5,261.0 $1.8M 0.11% +706.0 +15.5% $337.87 +165.2%
157 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,603.0 $1.8M 0.11% -25.0 -0.7% $491.51 -8.8%
158 FIX COMFORT SYS USA INC Industrials 1,275.0 $1.8M 0.11% +95.0 +8.1% $1379.14 +36.6%
159 QUAL ISHARES TR 9,092.0 $1.7M 0.11% -130.0 -1.4% $191.82 +12.5%
160 IBM INTERNATIONAL BUSINESS MACHS Technology 7,188.0 $1.7M 0.11% +1K +25.7% $242.40 +3.4%
Page 8 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%