Soltis Investment Advisors LLC Incresed Positions in Q3 2024

Soltis Investment Advisors LLC

  • $1.01 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
11.6K
+ 5.88%
$207.23 - $234.82 $2.41M - $2.73M
209K $48.7M
AMAT
Applied Materials Inc

Technology
33.7K
+ 763.7%
$174.88 - $254.97 $5.89M - $8.58M
38.1K $7.69M
MRO
Marathon Oil Corp

Energy
250K
+ 1444.07%
$25.87 - $29.26 $6.46M - $7.31M
267K $7.11M
AVGO
Broadcom Inc.

Technology
38.2K
+ 6268.69%
$136.27 - $1745.86 $5.21M - $66.8M
38.8K $6.7M
V
Visa Inc.

Financial Services
20.2K
+ 800.83%
$253.74 - $291.56 $5.12M - $5.89M
22.7K $6.24M
QCOM
Qualcomm Inc

Technology
31.8K
+ 1924.85%
$156.12 - $209.64 $4.96M - $6.66M
33.4K $5.68M
XOM
Exxon Mobil Corp

Energy
41.7K
+ 149.94%
$109.72 - $119.0 $4.58M - $4.96M
69.5K $8.15M
ADBE
Adobe Inc.

Technology
9.46K
+ 1189.69%
$508.13 - $586.55 $4.81M - $5.55M
10.3K $5.31M
O
Realty Income Corp

Real Estate
57.7K
+ 67.12%
$52.36 - $63.42 $3.02M - $3.66M
144K $9.11M
GE
General Electric CO

Industrials
20.6K
+ 269.8%
$156.66 - $189.66 $3.22M - $3.9M
28.2K $5.32M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
13.6K
+ 1935.86%
$233.4 - $302.36 $3.16M - $4.1M
14.3K $3.87M
META
Meta Platforms, Inc.

Communication Services
4.29K
+ 24.98%
$453.41 - $572.44 $1.94M - $2.46M
21.5K $12.3M
SNFCA
Security National Financial Corp

Financial Services
29.1K
+ 1.04%
$7.45 - $9.19 $217K - $268K
2.82M $25.9M
HSY
Hershey CO

Consumer Defensive
15.5K
+ 53.73%
$182.45 - $203.25 $2.83M - $3.15M
44.3K $8.5M
MDT
Medtronic PLC

Healthcare
20.4K
+ 30.04%
$76.84 - $91.03 $1.56M - $1.85M
88.1K $7.93M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14.9K
+ 673.28%
$147.95 - $191.05 $2.2M - $2.85M
17.1K $2.97M
IVV
Ishares Core S&P 500 ETF

ETFs
1.95K
+ 4.62%
$520.18 - $576.82 $1.01M - $1.12M
44.1K $25.5M
VGT
Vanguard Information Technolog

ETFs
3.91K
+ 360.94%
$514.43 - $606.85 $2.01M - $2.37M
4.99K $2.93M
ORCL
Oracle Corp

Technology
8.98K
+ 47.12%
$125.9 - $170.35 $1.13M - $1.53M
28K $4.78M
ETR
Entergy Corp

Utilities
772
+ 1.23%
$104.75 - $131.61 $80.9K - $102K
63.5K $8.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.08K
+ 1.95%
$57.32 - $62.65 $348K - $381K
318K $19.8M
VZ
Verizon Communications Inc

Communication Services
18.1K
+ 11.53%
$38.89 - $45.0 $705K - $816K
175K $7.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
602
+ 2.03%
$517.38 - $573.86 $311K - $345K
30.3K $17.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
571
+ 2.19%
$247.34 - $300.11 $141K - $171K
26.6K $7.93M
CVX
Chevron Corp

Energy
11.6K
+ 19.65%
$137.88 - $161.97 $1.6M - $1.88M
70.8K $10.4M
MA
Mastercard Inc

Financial Services
808
+ 5.94%
$429.6 - $500.99 $347K - $405K
14.4K $7.12M
ENB
Enbridge Inc

Energy
5.9K
+ 3.4%
$35.27 - $41.18 $208K - $243K
179K $7.28M
GOOGL
Alphabet Inc.

Communication Services
13.6K
+ 18.82%
$148.65 - $191.18 $2.03M - $2.61M
86.1K $14.3M
GBCI
Glacier Bancorp, Inc.

Financial Services
140
+ 0.11%
$36.29 - $47.47 $5.08K - $6.65K
128K $5.84M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17.1K
+ 11.58%
$49.93 - $51.15 $855K - $876K
165K $8.44M
GLW
Corning Inc

Technology
558
+ 0.37%
$37.76 - $46.2 $21.1K - $25.8K
149K $6.74M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.64K
+ 2.47%
$105.53 - $118.34 $173K - $194K
67.7K $7.92M
JNJ
Johnson & Johnson

Healthcare
1.36K
+ 3.75%
$145.48 - $167.38 $197K - $227K
37.6K $6.09M
TSLA
Tesla, Inc.

Consumer Cyclical
96
+ 0.81%
$191.76 - $263.26 $18.4K - $25.3K
12K $3.14M
NKE
Nike, Inc.

Consumer Cyclical
3.92K
+ 12.21%
$71.09 - $89.44 $279K - $350K
36K $3.18M
RIO
Rio Tinto PLC

Basic Materials
3.11K
+ 3.05%
$59.71 - $71.21 $186K - $222K
105K $7.49M
IVE
Ishares S&P 500 Value ETF

ETFs
546
+ 1.38%
$181.06 - $197.17 $98.9K - $108K
40K $7.89M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
782
+ 7.42%
$475.2 - $527.7 $372K - $413K
11.3K $5.97M
EVRG
Evergy, Inc.

Utilities
3.84K
+ 7.52%
$52.46 - $62.01 $201K - $238K
54.9K $3.4M
LOVE
Lovesac CO

Consumer Cyclical
6.99K
+ 8.83%
$20.93 - $30.14 $146K - $211K
86.2K $2.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
282
+ 2.74%
$405.19 - $478.57 $114K - $135K
10.6K $4.87M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.87K
+ 9.55%
$84.77 - $97.13 $413K - $473K
55.9K $5.35M
INTC
Intel Corp

Technology
29.3K
+ 157.97%
$18.9 - $34.87 $553K - $1.02M
47.8K $1.12M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.42K
+ 13.41%
$84.81 - $93.54 $375K - $414K
37.4K $3.44M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.47K
+ 7.57%
$113.41 - $125.62 $280K - $310K
35K $4.4M
IWM
Ishares Russell 2000 ETF

ETFs
2.15K
+ 76.91%
$200.87 - $224.6 $432K - $483K
4.95K $1.09M
VTI
Vanguard Total Stock Market Et

ETFs
916
+ 6.55%
$255.18 - $283.2 $234K - $259K
14.9K $4.22M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.29K
+ 4.31%
$111.9 - $124.28 $144K - $160K
31.1K $3.84M
CVS
Cvs Health Corp

Healthcare
1.34K
+ 1.35%
$55.81 - $63.18 $74.9K - $84.8K
101K $6.33M
Activity Summary
Buys All Purchases 211 New Holdings 51 Increased Positions 160 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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