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
SPG
Simon Property Group Inc

Real Estate
259
+ 1.14%
$146.09 - $170.11 $37.8K - $44.1K
22.9K $3.88M
HD
Home Depot, Inc.

Consumer Cyclical
545
+ 16.19%
$333.64 - $405.2 $182K - $221K
3.91K $1.58M
RTX
Raytheon Technologies Corp

Industrials
1K
+ 7.07%
$99.55 - $123.34 $99.7K - $124K
15.2K $1.84M
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
28.6K
+ 18.52%
$11.45 - $13.06 $327K - $373K
183K $2.2M
SPYG
Spdr Portfolio

ETFs
2.23K
+ 2.9%
$73.38 - $84.1 $164K - $188K
79.2K $6.57M
PG
Procter & Gamble CO

Consumer Defensive
751
+ 2.28%
$160.76 - $177.82 $121K - $134K
33.7K $5.84M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.44K
+ 6.08%
$95.81 - $109.03 $138K - $157K
25.1K $2.7M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
838
+ 3.48%
$127.29 - $141.5 $107K - $119K
24.9K $3.47M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
4.22K
+ 8.2%
$47.29 - $52.55 $199K - $222K
55.7K $2.92M
GOOG
Alphabet Inc.

Communication Services
3.77K
+ 22.26%
$149.54 - $192.66 $564K - $727K
20.7K $3.46M
WMT
Walmart Inc.

Consumer Defensive
2.83K
+ 31.86%
$66.91 - $81.4 $189K - $230K
11.7K $946K
SLB
Schlumberger Limited

Energy
8.77K
+ 97.73%
$39.57 - $49.67 $347K - $435K
17.7K $743K
IEFA
Ishares Tr

ETFs
256
+ 0.47%
$70.09 - $78.74 $17.9K - $20.2K
54.4K $4.25M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.2K
+ 106.35%
$56.47 - $63.69 $237K - $268K
8.15K $513K
VEA
Vanguard Ftse Developed Market

ETFs
1.98K
+ 4.24%
$47.6 - $53.31 $94.2K - $105K
48.6K $2.57M
CARR
Carrier Global Corp

Industrials
615
+ 5.08%
$61.9 - $80.88 $38.1K - $49.7K
12.7K $1.02M
VO
Vanguard Mid Cap ETF

ETFs
153
+ 1.61%
$237.84 - $263.83 $36.4K - $40.4K
9.66K $2.55M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.21K
+ 2.96%
$46.17 - $51.13 $56.1K - $62.1K
42.3K $2.16M
GD
General Dynamics Corp

Industrials
121
+ 0.79%
$279.51 - $308.09 $33.8K - $37.3K
15.4K $4.64M
MUB
Ishares National Muni Bond ETF

ETFs
1.95K
+ 81.82%
$106.13 - $108.7 $207K - $212K
4.33K $470K
UPS
United Parcel Service Inc

Industrials
1.72K
+ 5.4%
$123.32 - $147.38 $212K - $253K
33.6K $4.58M
ELS
Equity Lifestyle Properties Inc

Real Estate
69
+ 0.2%
$63.6 - $76.23 $4.39K - $5.26K
33.9K $2.42M
BLK
Black Rock Inc.

Financial Services
177
+ 66.54%
$782.27 - $949.51 $138K - $168K
443 $420K
MCD
Mcdonalds Corp

Consumer Cyclical
184
+ 6.85%
$245.82 - $304.51 $45.2K - $56K
2.87K $873K
AXP
American Express CO

Financial Services
421
+ 22.1%
$225.92 - $271.17 $95.1K - $114K
2.33K $630K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.76K
+ 27.86%
$75.32 - $84.37 $132K - $148K
8.07K $674K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
692
+ 0.88%
$44.65 - $47.21 $30.9K - $32.7K
79.6K $3.72M
EOG
Eog Resources Inc

Energy
1.43K
+ 88.45%
$117.9 - $132.65 $169K - $190K
3.05K $375K
VTV
Vanguard Value ETF

ETFs
216
+ 2.37%
$159.75 - $174.57 $34.5K - $37.7K
9.34K $1.63M
GPC
Genuine Parts CO

Consumer Cyclical
831
+ 2.3%
$131.04 - $147.11 $109K - $122K
36.9K $5.16M
PEP
Pepsico Inc

Consumer Defensive
814
+ 16.22%
$161.9 - $179.3 $132K - $146K
5.83K $991K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
661
+ 1.32%
$76.94 - $79.54 $50.9K - $52.6K
50.6K $4.02M
MSFT
Microsoft Corp

Technology
5.82K
+ 4.14%
$395.15 - $467.56 $2.3M - $2.72M
146K $62.9M
ABT
Abbott Laboratories

Healthcare
576
+ 6.71%
$100.07 - $118.13 $57.6K - $68K
9.16K $1.04M
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.09%
$214.77 - $237.72 $1.5K - $1.66K
7.8K $1.85M
BX
Blackstone Inc.

Financial Services
163
+ 3.85%
$120.77 - $159.66 $19.7K - $26K
4.4K $673K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.43K
+ 4.23%
$92.56 - $99.46 $133K - $143K
35.3K $3.39M
AMGN
Amgen Inc

Healthcare
352
+ 17.39%
$309.38 - $337.38 $109K - $119K
2.38K $765K
LOW
Lowes Companies Inc

Consumer Cyclical
144
+ 8.17%
$213.3 - $270.78 $30.7K - $39K
1.91K $516K
GLD
Spdr Gold Trust

ETFs
141
+ 4.44%
$215.56 - $246.98 $30.4K - $34.8K
3.31K $805K
CSCO
Cisco Systems, Inc.

Technology
798
+ 6.58%
$44.74 - $53.22 $35.7K - $42.5K
12.9K $688K
FIDI
Fidelity Covington Tr

ETFs
4.3K
+ 34.9%
$19.71 - $21.83 $84.7K - $93.8K
16.6K $361K
DHR
Danaher Corp

Healthcare
253
+ 19.31%
$239.25 - $280.76 $60.5K - $71K
1.56K $434K
T
At&T Inc.

Communication Services
2.94K
+ 23.41%
$18.21 - $22.28 $53.6K - $65.5K
15.5K $341K
BMY
Bristol Myers Squibb CO

Healthcare
573
+ 8.42%
$39.66 - $51.75 $22.7K - $29.7K
7.38K $382K
TJX
Tjx Companies Inc

Consumer Cyclical
685
+ 28.72%
$107.93 - $120.23 $73.9K - $82.4K
3.07K $360K
LLY
Eli Lilly & CO

Healthcare
121
+ 10.66%
$772.14 - $960.02 $93.4K - $116K
1.26K $1.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 0.32%
$531.86 - $624.21 $2.13K - $2.5K
1.26K $779K
CB
Chubb LTD

Financial Services
163
+ 14.82%
$252.51 - $292.2 $41.2K - $47.6K
1.26K $364K
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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