Soltis Investment Advisors LLC Purchases in Q4 2024

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
410
+ 14.92%
$873.59 - $994.69 $358K - $408K
3.16K $2.89M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.88K
+ 15.48%
$104.59 - $118.05 $406K - $458K
28.9K $3.14M
PLTR
Palantir Technologies Inc.

Technology
1.82K
+ 22.98%
$36.46 - $82.38 $66.5K - $150K
9.76K $737K
XLRE
Select Sector Spdr Tr Real Est

ETFs
11.4K
+ 126.9%
$40.06 - $45.21 $455K - $513K
20.3K $825K
SHOP
Shopify Inc.

Technology
3.25K
+ 115.5%
$78.14 - $119.49 $254K - $388K
6.06K $644K
HON
Honeywell International Inc

Industrials
1.14K
+ 14.46%
$202.84 - $236.0 $231K - $269K
9.03K $2.04M
SBUX
Starbucks Corp

Consumer Cyclical
5.02K
+ 62.35%
$87.44 - $102.5 $439K - $514K
13.1K $1.19M
VGT
Vanguard Information Technolog

ETFs
356
+ 7.13%
$571.78 - $647.97 $204K - $231K
5.35K $3.33M
GLD
Spdr Gold Trust

ETFs
1.66K
+ 50.03%
$236.59 - $257.5 $392K - $427K
4.97K $1.2M
WFC
Wells Fargo & Company

Financial Services
875
+ 3.81%
$54.98 - $77.35 $48.1K - $67.7K
23.9K $1.68M
ZTS
Zoetis Inc.

Healthcare
2.11K
New
$162.24 - $194.42 $342K - $409K
2.11K $343K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
5.34K
+ 9.59%
$52.0 - $55.66 $278K - $297K
61K $3.26M
XLV
Select Sector Spdr Fund Health

ETFs
4.03K
+ 27.7%
$136.28 - $154.74 $550K - $624K
18.6K $2.56M
APP
App Lovin Corp

Technology
951
New
$130.67 - $401.5 $124K - $382K
951 $307K
CCL
Carnival Corp

Consumer Cyclical
12.1K
New
$17.34 - $26.8 $210K - $324K
12.1K $301K
WMT
Walmart Inc.

Consumer Defensive
2.07K
+ 17.63%
$79.1 - $95.7 $163K - $198K
13.8K $1.25M
MUB
Ishares National Muni Bond ETF

ETFs
2.79K
+ 64.42%
$105.78 - $108.7 $295K - $303K
7.12K $758K
IAU
Ishares Gold Trust

ETFs
5.7K
New
$48.37 - $52.65 $276K - $300K
5.7K $282K
BKNG
Booking Holdings Inc.

Consumer Cyclical
56
New
$4100.99 - $5300.34 $230K - $297K
56 $278K
SLV
I Shares Silver Trust

ETFs
10.7K
+ 58.46%
$26.33 - $31.74 $283K - $341K
29.1K $766K
MAR
Marriott International Inc

Consumer Cyclical
100
+ 1.4%
$246.06 - $292.59 $24.6K - $29.3K
7.22K $2.02M
UNP
Union Pacific Corp

Industrials
1.14K
+ 114.92%
$223.15 - $249.32 $254K - $284K
2.13K $486K
SQ
Block, Inc.

Technology
2.84K
New
$65.06 - $98.92 $185K - $281K
2.84K $241K
GILD
Gilead Sciences, Inc.

Healthcare
2.62K
New
$83.95 - $97.9 $220K - $256K
2.62K $241K
YYY
Amplify ETF Tr High Income ETF

ETFs
20.1K
New
$11.52 - $12.3 $231K - $247K
20.1K $231K
MSTR
Microstrategy Inc

Technology
795
New
$162.69 - $473.83 $129K - $377K
795 $230K
SRE
Sempra Energy

Utilities
2.52K
New
$80.81 - $94.77 $203K - $238K
2.52K $220K
BNDX
Vanguard Total International B

ETFs
4.4K
+ 86.0%
$48.91 - $50.61 $215K - $223K
9.53K $467K
GS
Goldman Sachs Group Inc

Financial Services
153
+ 9.96%
$486.1 - $608.57 $74.4K - $93.1K
1.69K $967K
TT
Trane Technologies PLC

Industrials
563
New
$369.35 - $419.14 $208K - $236K
563 $207K
FTNT
Fortinet, Inc.

Technology
2.19K
New
$76.49 - $99.21 $168K - $218K
2.19K $207K
OKE
Oneok Inc

Energy
2.04K
New
$92.28 - $117.05 $189K - $239K
2.04K $205K
CSX
Csx Corp

Industrials
6.35K
New
$31.58 - $36.88 $200K - $234K
6.35K $204K
VUG
Vanguard Growth ETF

ETFs
161
+ 3.66%
$378.79 - $428.11 $61K - $68.9K
4.55K $1.87M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
5.38K
+ 24.06%
$12.71 - $22.33 $68.4K - $120K
27.8K $468K
EVRG
Evergy, Inc.

Utilities
3.16K
+ 5.76%
$59.06 - $65.0 $187K - $205K
58K $3.57M
MS
Morgan Stanley

Financial Services
918
+ 39.6%
$104.42 - $134.99 $95.9K - $124K
3.24K $406K
VBR
Vanguard Small Cap Value ETF

ETFs
851
+ 24.31%
$197.36 - $217.3 $168K - $185K
4.35K $862K
XLF
Financial Sector Spdr

ETFs
1.33K
+ 4.38%
$44.89 - $51.34 $59.7K - $68.3K
31.7K $1.53M
UNH
Unitedhealth Group Inc

Healthcare
3.15K
+ 17.21%
$485.52 - $625.25 $1.53M - $1.97M
21.4K $10.8M
COF
Capital One Financial Corp

Financial Services
138
+ 3.19%
$145.19 - $192.01 $20K - $26.5K
4.46K $795K
NOW
Service Now, Inc.

Technology
47
+ 8.27%
$867.18 - $1148.42 $40.8K - $54K
615 $651K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
354
+ 5.47%
$170.03 - $192.78 $60.2K - $68.2K
6.83K $1.26M
IBM
International Business Machines Corp

Technology
614
+ 19.87%
$204.9 - $238.04 $126K - $146K
3.7K $814K
BAC
Bank Of America Corp

Financial Services
1.04K
+ 5.72%
$39.22 - $47.77 $40.6K - $49.4K
19.1K $840K
DIS
Walt Disney CO

Communication Services
229
+ 3.59%
$92.39 - $117.6 $21.2K - $26.9K
6.6K $734K
SPG
Simon Property Group Inc

Real Estate
279
+ 1.22%
$167.23 - $183.84 $46.7K - $51.3K
23.2K $4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
33
+ 0.09%
$124.26 - $134.12 $4.1K - $4.43K
35.1K $4.51M
HD
Home Depot, Inc.

Consumer Cyclical
435
+ 11.12%
$385.02 - $431.37 $167K - $188K
4.35K $1.69M
Activity Summary
Buys All Purchases 217 New Holdings 37 Increased Positions 180 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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