Soltis Investment Advisors LLC Incresed Positions in Q4 2024

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
31.6K
+ 15.11%
$221.69 - $259.02 $7.01M - $8.18M
241K $60.3M
NVDA
Nvidia Corp

Technology
52.3K
+ 24.01%
$117.0 - $148.88 $6.12M - $7.79M
270K $36.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
38.2K
+ 223.55%
$172.07 - $207.36 $6.58M - $7.93M
55.3K $10.9M
TSLA
Tesla, Inc.

Consumer Cyclical
13.7K
+ 113.75%
$213.65 - $479.86 $2.92M - $6.55M
25.7K $10.4M
MSFT
Microsoft Corp

Technology
18K
+ 12.31%
$406.35 - $454.46 $7.32M - $8.18M
164K $69.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
86.7K
+ 49.28%
$71.75 - $75.11 $6.22M - $6.51M
263K $18.9M
BX
Blackstone Inc.

Financial Services
28.6K
+ 649.56%
$148.45 - $199.05 $4.24M - $5.69M
33K $5.68M
ADSK
Autodesk, Inc.

Technology
13.6K
+ 438.19%
N/A
16.7K $4.1M
ACN
Accenture PLC

Technology
9.41K
+ 121.27%
$343.9 - $376.86 $3.24M - $3.55M
17.2K $6.04M
TMO
Thermo Fisher Scientific Inc.

Healthcare
6.37K
+ 505.24%
$501.29 - $612.85 $3.19M - $3.9M
7.63K $3.97M
COP
Conocophillips

Energy
27K
+ 191.6%
$95.12 - $114.72 $2.57M - $3.09M
41K $4.07M
FISV
Fiserv Inc

Technology
18.7K
+ 843.94%
N/A
20.9K $2.61M
LYB
Lyondell Basell Industries N.V.

Basic Materials
37.7K
+ 106.84%
$72.97 - $96.75 $2.75M - $3.65M
73.1K $5.43M
NFLX
Netflix Inc

Communication Services
136
+ 1.32%
$687.65 - $936.56 $93.5K - $127K
10.5K $9.33M
LLY
Eli Lilly & CO

Healthcare
2.75K
+ 218.87%
$727.2 - $932.06 $2M - $2.56M
4.01K $3.09M
PAYX
Paychex Inc

Industrials
13.9K
+ 886.94%
$135.86 - $148.73 $1.88M - $2.06M
15.4K $2.16M
AEP
American Electric Power CO Inc

Utilities
23.8K
+ 61.85%
$90.91 - $102.21 $2.17M - $2.44M
62.4K $5.75M
GOOG
Alphabet Inc.

Communication Services
6.82K
+ 32.93%
$163.08 - $198.16 $1.11M - $1.35M
27.5K $5.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.97K
+ 6.51%
$567.81 - $607.81 $1.12M - $1.2M
32.3K $18.9M
BA
Boeing CO

Industrials
3.6K
+ 14.67%
$138.14 - $180.72 $497K - $650K
28.1K $4.97M
JPM
Jpmorgan Chase & CO

Financial Services
1K
+ 3.11%
$205.18 - $250.29 $206K - $251K
33.3K $7.98M
C
Citigroup Inc

Financial Services
3.95K
+ 3.51%
$61.31 - $72.5 $242K - $286K
116K $8.19M
CVX
Chevron Corp

Energy
8.74K
+ 12.36%
$141.15 - $162.53 $1.23M - $1.42M
79.5K $11.5M
LMT
Lockheed Martin Corp

Industrials
4.16K
+ 42.54%
$479.66 - $614.62 $1.99M - $2.56M
13.9K $6.77M
IVV
Ishares Core S&P 500 ETF

ETFs
795
+ 1.8%
$570.51 - $610.59 $454K - $485K
44.9K $26.4M
NET
Cloudflare, Inc.

Technology
145
+ 0.46%
$78.11 - $117.56 $11.3K - $17K
31.6K $3.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11K
+ 75.99%
$77.02 - $78.58 $847K - $865K
25.5K $1.97M
XLU
Utilities Sector Spdr

ETFs
11.2K
+ 174.73%
$74.89 - $82.93 $840K - $930K
17.6K $1.33M
CL
Colgate Palmolive CO

Consumer Defensive
8.48K
+ 374.39%
$90.22 - $102.31 $765K - $868K
10.7K $976K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.9K
+ 274.22%
$58.88 - $64.8 $700K - $771K
16.2K $956K
ORCL
Oracle Corp

Technology
4.29K
+ 15.31%
$165.41 - $192.43 $710K - $826K
32.3K $5.39M
T
At&T Inc.

Communication Services
25.1K
+ 161.58%
$21.22 - $23.88 $532K - $598K
40.6K $923K
WSM
Williams Sonoma Inc

Consumer Cyclical
577
+ 3.77%
$129.13 - $198.21 $74.5K - $114K
15.9K $2.94M
ES
Eversource Energy

Utilities
19.5K
+ 36.63%
$55.9 - $67.73 $1.09M - $1.32M
72.6K $4.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.22K
+ 3.96%
$94.43 - $105.47 $209K - $234K
58.1K $5.9M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
611
+ 3.08%
$47.29 - $84.74 $28.9K - $51.8K
20.4K $1.52M
TTD
Trade Desk, Inc.

Technology
3.97K
+ 122.81%
$108.7 - $139.51 $432K - $554K
7.21K $847K
ENB
Enbridge Inc

Energy
3.22K
+ 1.8%
$40.4 - $43.92 $130K - $141K
183K $7.74M
IWM
Ishares Russell 2000 ETF

ETFs
2.08K
+ 42.02%
$216.13 - $242.4 $450K - $504K
7.03K $1.55M
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
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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