Soltis Investment Advisors LLC Incresed Positions in Q3 2025

Soltis Investment Advisors LLC

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
10.3K
+ 2.73%
$153.3 - $186.58 $1.58M - $1.93M
389K $72.5M
TSLA
Tesla, Inc.

Consumer Cyclical
2.94K
+ 6.92%
$293.94 - $444.72 $863K - $1.31M
45.4K $20.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
68.2K
+ 9.84%
$72.57 - $74.72 $4.95M - $5.1M
762K $56.7M
PEP
Pepsico Inc

Consumer Defensive
35.4K
+ 576.88%
$133.81 - $152.16 $4.73M - $5.38M
41.5K $5.83M
PAYX
Paychex Inc

Industrials
31K
+ 193.3%
$126.69 - $147.99 $3.93M - $4.59M
47.1K $5.97M
IVV
Ishares Core S&P 500 ETF

ETFs
1.2K
+ 2.35%
$620.67 - $670.08 $742K - $801K
52.1K $34.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
55.4K
+ 1267.25%
$55.61 - $57.37 $3.08M - $3.18M
59.8K $3.41M
MRK
Merck & Co., Inc.

Healthcare
36.9K
+ 363.35%
$77.6 - $87.37 $2.86M - $3.22M
47K $3.95M
NKE
Nike, Inc.

Consumer Cyclical
45K
+ 31.84%
$69.24 - $79.24 $3.12M - $3.57M
186K $13M
TT
Trane Technologies PLC

Industrials
5.85K
+ 937.5%
$398.96 - $472.54 $2.33M - $2.76M
6.47K $2.73M
HWM
Howmet Aerospace Inc.

Industrials
11.9K
+ 817.58%
$171.0 - $196.23 $2.04M - $2.34M
13.4K $2.62M
GOOG
Alphabet Inc.

Communication Services
884
+ 3.0%
$175.16 - $255.24 $155K - $226K
30.3K $7.38M
JNJ
Johnson & Johnson

Healthcare
1.92K
+ 3.55%
$155.17 - $185.42 $298K - $357K
56.2K $10.4M
DPZ
Dominos Pizza Inc

Consumer Cyclical
5.18K
+ 85.74%
$422.75 - $485.53 $2.19M - $2.51M
11.2K $4.84M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.47K
+ 4.62%
$224.68 - $282.71 $330K - $415K
33.2K $9.28M
META
Meta Platforms, Inc.

Communication Services
2.82K
+ 11.67%
$695.21 - $791.73 $1.96M - $2.23M
27K $19.8M
AMGN
Amgen Inc

Healthcare
6.35K
+ 34.19%
$271.18 - $309.22 $1.72M - $1.96M
24.9K $7.03M
PG
Procter & Gamble CO

Consumer Defensive
12.6K
+ 33.75%
$150.47 - $161.22 $1.89M - $2.02M
49.8K $7.64M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.2K
+ 9.54%
$49.43 - $54.52 $752K - $830K
175K $9.47M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.62K
+ 12.43%
$108.97 - $121.65 $830K - $927K
68.9K $8.31M
RIO
Rio Tinto PLC

Basic Materials
5.92K
+ 4.21%
$57.66 - $66.01 $342K - $391K
146K $9.67M
ENB
Enbridge Inc

Energy
12.4K
+ 7.82%
$43.79 - $50.46 $544K - $627K
171K $8.64M
UNH
Unitedhealth Group Inc

Healthcare
1.26K
+ 4.59%
$237.77 - $353.61 $300K - $446K
28.7K $9.92M
EQR
Equity Residential

Real Estate
24.4K
+ 25.0%
$62.3 - $68.34 $1.52M - $1.67M
122K $7.89M
ACN
Accenture PLC

Technology
6.95K
+ 87.43%
$232.56 - $304.78 $1.62M - $2.12M
14.9K $3.68M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.56K
+ 2.45%
$89.32 - $107.82 $139K - $168K
65.3K $7.04M
HSY
Hershey CO

Consumer Defensive
1.93K
+ 4.47%
$161.95 - $193.45 $313K - $374K
45.2K $8.46M
ETR
Entergy Corp

Utilities
3.94K
+ 4.51%
$80.93 - $93.55 $319K - $369K
91.4K $8.52M
CVX
Chevron Corp

Energy
2.18K
+ 3.08%
$145.57 - $161.83 $317K - $352K
72.9K $11.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.38K
+ 1.13%
$62.09 - $66.51 $210K - $225K
303K $19.7M
SOFI
So Fi Technologies, Inc.

Financial Services
36K
+ 126.56%
$17.64 - $29.81 $635K - $1.07M
64.4K $1.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.01K
+ 8.08%
$567.77 - $614.76 $573K - $621K
13.5K $8.27M
MDT
Medtronic PLC

Healthcare
4.17K
+ 4.47%
$87.67 - $95.74 $365K - $399K
97.4K $9.28M
IVE
Ishares S&P 500 Value ETF

ETFs
4.09K
+ 14.99%
$194.44 - $206.51 $795K - $844K
31.3K $6.47M
GPC
Genuine Parts CO

Consumer Cyclical
1.96K
+ 4.28%
$122.23 - $142.77 $240K - $280K
47.8K $6.63M
O
Realty Income Corp

Real Estate
8.34K
+ 5.62%
$56.13 - $60.79 $468K - $507K
157K $9.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
126
+ 0.7%
$546.99 - $602.2 $68.9K - $75.9K
18.1K $10.8M
ES
Eversource Energy

Utilities
3.76K
+ 4.21%
$62.86 - $71.14 $236K - $267K
93K $6.62M
AEP
American Electric Power CO Inc

Utilities
3.08K
+ 4.62%
$103.26 - $115.0 $318K - $354K
69.7K $7.84M
GD
General Dynamics Corp

Industrials
414
+ 2.65%
$293.92 - $341.0 $122K - $141K
16K $5.47M
UPS
United Parcel Service Inc

Industrials
18.9K
+ 45.14%
$82.58 - $105.54 $1.56M - $2M
60.9K $5.08M
MSTR
Microstrategy Inc

Technology
2.77K
+ 321.0%
$300.7 - $455.9 $832K - $1.26M
3.63K $1.17M
SBUX
Starbucks Corp

Consumer Cyclical
9.97K
+ 103.84%
$81.9 - $96.86 $817K - $966K
19.6K $1.66M
VO
Vanguard Mid Cap ETF

ETFs
2.06K
+ 18.95%
$279.83 - $293.74 $578K - $606K
13K $3.81M
SPG
Simon Property Group Inc

Real Estate
638
+ 2.75%
$159.93 - $187.67 $102K - $120K
23.8K $4.47M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
990
+ 1.53%
$108.46 - $120.63 $107K - $119K
65.9K $7.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
961
+ 7.06%
$459.11 - $506.91 $441K - $487K
14.6K $7.33M
NOC
Northrop Grumman Corp

Industrials
117
+ 2.07%
$498.9 - $609.32 $58.4K - $71.3K
5.77K $3.51M
INTC
Intel Corp

Technology
5.98K
+ 13.9%
$19.31 - $35.5 $116K - $212K
49K $1.64M
Activity Summary
Buys All Purchases 318 New Holdings 92 Increased Positions 226 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 2 Puts 1
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