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
HSBC
Hsbc Holdings PLC

Financial Services
518
+ 3.65%
$43.83 - $49.51 $22.7K - $25.6K
14.7K $727K
LUV
Southwest Airlines CO

Industrials
136
+ 0.67%
$28.99 - $34.84 $3.94K - $4.74K
20.4K $685K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.14K
+ 6.45%
$44.87 - $46.86 $231K - $241K
84.8K $3.8M
XLE
Energy Sector Spdr

ETFs
1.11K
+ 15.17%
$83.32 - $97.27 $92.5K - $108K
8.43K $721K
ETN
Eaton Corp PLC

Industrials
229
+ 10.94%
$326.96 - $377.52 $74.9K - $86.5K
2.32K $770K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
7.43K
+ 55.86%
$7.67 - $9.21 $57K - $68.4K
20.7K $178K
VTV
Vanguard Value ETF

ETFs
734
+ 7.86%
$168.32 - $181.87 $124K - $133K
10.1K $1.71M
HDV
Ishares Core High Dividend ETF

ETFs
1.01K
+ 13.73%
$110.82 - $121.28 $112K - $122K
8.37K $939K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
20.6K
New
$3.35 - $4.13 $69.1K - $85.2K
20.6K $73K
EQR
Equity Residential

Real Estate
2.61K
+ 6.02%
$69.12 - $77.48 $180K - $202K
45.9K $3.3M
FDIS
Fidelity Covington Tr Msci Con

ETFs
62
+ 0.87%
$85.33 - $104.24 $5.29K - $6.46K
7.18K $699K
DE
Deere & CO

Industrials
153
+ 26.7%
$389.45 - $466.0 $59.6K - $71.3K
726 $307K
TJX
Tjx Companies Inc

Consumer Cyclical
477
+ 15.54%
$112.15 - $127.2 $53.5K - $60.7K
3.55K $428K
ADP
Automatic Data Processing Inc

Industrials
70
+ 2.4%
$280.08 - $307.97 $19.6K - $21.6K
2.98K $873K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
12.5K
New
$5.23 - $5.8 $65.5K - $72.7K
12.5K $66K
MO
Altria Group, Inc.

Consumer Defensive
1.13K
+ 24.29%
$49.06 - $57.74 $55.2K - $65K
5.76K $301K
EW
Edwards Lifesciences Corp

Healthcare
86
+ 1.23%
$64.54 - $75.92 $5.55K - $6.53K
7.09K $524K
BMY
Bristol Myers Squibb CO

Healthcare
461
+ 6.24%
$51.92 - $59.94 $23.9K - $27.6K
7.84K $443K
TAIT
Taitron Components Inc

Technology
21.6K
New
$2.56 - $3.0 $55.4K - $64.9K
21.6K $56K
SPGI
S&P Global Inc.

Financial Services
125
+ 30.05%
$480.36 - $529.17 $60K - $66.1K
541 $269K
PCAR
Paccar Inc

Industrials
359
+ 12.29%
$97.92 - $118.41 $35.2K - $42.5K
3.28K $341K
KKR
Kkr & Co. Inc.

Financial Services
166
+ 10.29%
$129.87 - $162.87 $21.6K - $27K
1.78K $263K
EMR
Emerson Electric CO

Industrials
117
+ 4.78%
$108.13 - $134.33 $12.7K - $15.7K
2.56K $317K
ISRG
Intuitive Surgical Inc

Healthcare
63
+ 12.14%
$471.27 - $550.62 $29.7K - $34.7K
582 $303K
QUAL
Ishares Msci Usa Quality Facto

ETFs
307
+ 4.23%
$176.42 - $186.91 $54.2K - $57.4K
7.57K $1.35M
TMUS
T Mobile Us, Inc.

Communication Services
17
+ 0.62%
$206.1 - $246.94 $3.5K - $4.2K
2.74K $604K
CAT
Caterpillar Inc

Industrials
228
+ 16.27%
$360.37 - $416.88 $82.2K - $95K
1.63K $590K
PYPL
Pay Pal Holdings, Inc.

Financial Services
267
+ 10.34%
$77.25 - $91.3 $20.6K - $24.4K
2.85K $243K
PH
Parker Hannifin Corp

Industrials
58
+ 9.81%
$621.74 - $709.46 $36.1K - $41.1K
649 $412K
USB
Us Bancorp \De\

Financial Services
498
+ 7.3%
$43.98 - $53.66 $21.9K - $26.7K
7.32K $350K
F
Ford Motor CO

Consumer Cyclical
4.88K
+ 29.12%
$9.69 - $11.4 $47.3K - $55.6K
21.6K $214K
CMCSA
Comcast Corp

Communication Services
2.01K
+ 21.55%
$37.39 - $45.14 $75.2K - $90.7K
11.3K $425K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.6K
+ 294.71%
$25.93 - $105.3 $430K - $1.75M
22.2K $619K
CMI
Cummins Inc

Industrials
46
+ 7.42%
$324.93 - $383.42 $14.9K - $17.6K
666 $232K
SYK
Stryker Corp

Healthcare
93
+ 7.4%
$345.14 - $392.15 $32.1K - $36.5K
1.35K $486K
EMLP
First Tr Exchange Traded Iv

ETFs
36
+ 0.27%
$33.69 - $38.24 $1.21K - $1.38K
13.5K $481K
BSX
Boston Scientific Corp

Healthcare
146
+ 5.1%
$83.62 - $91.5 $12.2K - $13.4K
3.01K $268K
VB
Vanguard Small Cap ETF

ETFs
15
+ 0.19%
$233.76 - $261.58 $3.51K - $3.92K
7.82K $1.88M
VBK
Vanguard Small Cap Growth ETF

ETFs
50
+ 5.29%
$264.18 - $304.19 $13.2K - $15.2K
996 $278K
PM
Philip Morris International Inc.

Consumer Defensive
222
+ 9.78%
$118.38 - $133.06 $26.3K - $29.5K
2.49K $299K
EQIX
Equinix Inc

Real Estate
6
+ 2.04%
$865.69 - $985.0 $5.19K - $5.91K
300 $282K
INTU
Intuit Inc

Technology
27
+ 6.31%
$602.01 - $706.25 $16.3K - $19.1K
455 $285K
TXN
Texas Instruments Inc

Technology
88
+ 6.23%
N/A
1.5K $292K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
29
+ 0.73%
$563.99 - $620.12 $16.4K - $18K
3.99K $2.27M
FDX
Fedex Corp

Industrials
33
+ 3.71%
$260.5 - $305.15 $8.6K - $10.1K
923 $259K
RTX
Raytheon Technologies Corp

Industrials
823
+ 5.43%
$114.45 - $127.21 $94.2K - $105K
16K $1.85M
CB
Chubb LTD

Financial Services
95
+ 7.52%
$271.57 - $301.89 $25.8K - $28.7K
1.36K $375K
TROW
Price T Rowe Group Inc

Financial Services
7
+ 0.32%
$106.48 - $124.69 $745 - $873
2.18K $246K
VO
Vanguard Mid Cap ETF

ETFs
25
+ 0.26%
$261.5 - $284.63 $6.54K - $7.12K
9.69K $2.56M
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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