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
FDVV
Fidelity High Dividend ETF

ETFs
32
+ 0.15%
$46.26 - $50.65 $1.48K - $1.62K
21.1K $1.07M
COF
Capital One Financial Corp

Financial Services
245
+ 6.01%
$131.42 - $153.05 $32.2K - $37.5K
4.32K $647K
QUAL
Ishares Msci Usa Quality Facto

ETFs
113
+ 1.58%
$162.64 - $179.3 $18.4K - $20.3K
7.26K $1.3M
NOW
Service Now, Inc.

Technology
19
+ 3.46%
$730.87 - $937.36 $13.9K - $17.8K
568 $508K
NSC
Norfolk Southern Corp

Industrials
34
+ 1.67%
$213.75 - $259.69 $7.27K - $8.83K
2.07K $514K
PM
Philip Morris International Inc.

Consumer Defensive
267
+ 13.33%
$101.25 - $127.45 $27K - $34K
2.27K $275K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.76K
+ 8.97%
$17.35 - $18.22 $47.9K - $50.3K
33.6K $607K
SKYW
Skywest Inc

Industrials
48
+ 0.21%
$68.08 - $87.62 $3.27K - $4.21K
23K $1.96M
HDV
Ishares Core High Dividend ETF

ETFs
59
+ 0.81%
$107.62 - $118.76 $6.35K - $7.01K
7.36K $865K
SO
Southern CO

Utilities
431
+ 16.63%
$77.0 - $90.52 $33.2K - $39K
3.02K $272K
HON
Honeywell International Inc

Industrials
557
+ 7.6%
$196.73 - $220.21 $110K - $123K
7.89K $1.63M
DAL
Delta Air Lines, Inc.

Industrials
461
+ 4.35%
$37.32 - $51.8 $17.2K - $23.9K
11.1K $561K
MFIN
Medallion Financial Corp

Financial Services
4K
+ 7.37%
$7.43 - $8.49 $29.7K - $34K
58.3K $474K
EQIX
Equinix Inc

Real Estate
21
+ 7.69%
$749.0 - $890.01 $15.7K - $18.7K
294 $260K
CMCSA
Comcast Corp

Communication Services
766
+ 8.95%
$37.33 - $41.78 $28.6K - $32K
9.33K $389K
FSTA
Fidelity Covington Tr Msci Con

ETFs
474
+ 6.04%
$47.12 - $51.72 $22.3K - $24.5K
8.32K $424K
ISRG
Intuitive Surgical Inc

Healthcare
58
+ 12.58%
$416.14 - $494.01 $24.1K - $28.7K
519 $254K
OTIS
Otis Worldwide Corp

Industrials
4
+ 0.07%
$91.43 - $104.43 $366 - $418
6.09K $633K
ETN
Eaton Corp PLC

Industrials
25
+ 1.21%
$272.52 - $333.02 $6.81K - $8.33K
2.09K $693K
EMLP
First Tr Exchange Traded Iv

ETFs
44
+ 0.33%
$30.38 - $34.0 $1.34K - $1.5K
13.5K $452K
OC
Owens Corning

Industrials
211
+ 14.17%
$154.02 - $186.38 $32.5K - $39.3K
1.7K $299K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
208
+ 3.52%
$67.43 - $74.23 $14K - $15.4K
6.12K $445K
UBER
Uber Technologies, Inc

Technology
410
+ 11.71%
$58.48 - $77.47 $24K - $31.8K
3.91K $294K
IWD
Ishares Russell 1000 Val ETF

ETFs
14
+ 0.61%
$173.36 - $189.8 $2.43K - $2.66K
2.31K $438K
KEY
Keycorp

Financial Services
192
+ 1.44%
$13.95 - $17.34 $2.68K - $3.33K
13.5K $226K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
83
+ 11.94%
$460.0 - $505.78 $38.2K - $42K
778 $361K
MDLZ
Mondelez International, Inc.

Consumer Defensive
98
+ 2.95%
$64.35 - $75.71 $6.31K - $7.42K
3.42K $252K
DE
Deere & CO

Industrials
22
+ 3.99%
$344.84 - $418.0 $7.59K - $9.2K
573 $239K
EXPD
Expeditors International Of Washington Inc

Industrials
4
+ 0.08%
$116.1 - $131.42 $464 - $526
4.74K $623K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
28
+ 4.1%
$1024.09 - $1201.76 $28.7K - $33.6K
711 $747K
IEMG
Ishares Inc

ETFs
461
+ 2.26%
$53.64 - $53.64 $24.7K - $24.7K
20.8K $1.12M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
58
+ 5.35%
$210.25 - $231.86 $12.2K - $13.4K
1.14K $254K
EMB
Ishares Tr

ETFs
61
+ 1.88%
$87.75 - $93.74 $5.35K - $5.72K
3.31K $310K
SCHX
Schwab Strategic Tr Us Large C

ETFs
97
+ 2.48%
$61.11 - $67.85 $5.93K - $6.58K
4K $271K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.38K
+ 7.48%
$42.59 - $60.56 $58.7K - $83.5K
19.8K $1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.02%
$58.03 - $65.37 $58 - $65.4
4.34K $280K
INTU
Intuit Inc

Technology
52
+ 13.83%
$602.97 - $670.49 $31.4K - $34.9K
428 $265K
DIS
Walt Disney CO

Communication Services
334
+ 5.53%
$85.6 - $98.61 $28.6K - $32.9K
6.37K $612K
OEF
Ishares S&P 100 ETF

ETFs
40
+ 4.9%
$266.03 - $266.03 $10.6K - $10.6K
856 $227K
BP
Bp PLC

Energy
1.32K
+ 20.78%
$30.78 - $37.05 $40.6K - $48.9K
7.67K $240K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
86
+ 1.93%
$48.06 - $49.39 $4.13K - $4.25K
4.53K $223K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
87
+ 0.68%
$50.61 - $50.96 $4.4K - $4.43K
12.8K $651K
FISV
Fiserv Inc

Technology
41
+ 1.89%
N/A
2.21K $276K
Kenvue Inc
5.48K
+ 3.74%
N/A
152K $0
Fidelity Wise Origin Bitcoin
2.41K
+ 22.79%
N/A
13K $0
Bitwise Bitcoin ETF Tr
27.1K
+ 39.41%
N/A
95.9K $0
Ge Vernova Inc
23
+ 1.3%
N/A
1.8K $0
C
Citigroup Inc

Financial Services
1.31K
+ 1.18%
$56.11 - $67.61 $73.7K - $88.8K
112K $7.04M
FDX
Fedex Corp

Industrials
27
+ 3.13%
$254.64 - $313.52 $6.88K - $8.47K
890 $243K
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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