Soltis Investment Advisors LLC New Holdings in Q3 2025

Soltis Investment Advisors LLC

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
67.7K
New
$49.58 - $49.83 $3.36M - $3.38M
67.7K $3.38M
SRLN
Ssga Active Trust

ETFs
76K
New
$41.28 - $41.65 $3.14M - $3.16M
76K $3.16M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
96.6K
New
$22.78 - $23.33 $2.2M - $2.25M
96.6K $2.21M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
89K
New
$21.64 - $23.57 $1.93M - $2.1M
89K $1.96M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
160K
New
$10.43 - $11.34 $1.67M - $1.82M
160K $1.73M
HYG
Ishares Tr

ETFs
20.8K
New
$79.85 - $81.32 $1.66M - $1.69M
20.8K $1.69M
IREN
Iris Energy LTD

Financial Services
32.6K
New
$15.1 - $47.14 $492K - $1.54M
32.6K $1.49M
CIFR
Cipher Mining Inc.

Financial Services
110K
New
$4.72 - $14.15 $520K - $1.56M
110K $1.39M
PDI
Pimco Dynamic Income Fund

Financial Services
63.1K
New
$18.85 - $20.07 $1.19M - $1.27M
63.1K $1.25M
HII
Huntington Ingalls Industries, Inc.

Industrials
3.71K
New
$246.31 - $287.91 $914K - $1.07M
3.71K $1.07M
BALT
Innovator Etfs Tr
27.7K
New
$32.11 - $32.82 $890K - $910K
27.7K $910K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
156K
New
$5.79 - $5.98 $903K - $932K
156K $904K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
64.6K
New
$11.98 - $12.6 $774K - $814K
64.6K $774K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
33.4K
New
$22.64 - $23.22 $756K - $776K
33.4K $772K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$692600.0 - $759798.0 $693K - $760K
1 $754K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
3.84K
New
$170.68 - $192.95 $656K - $741K
3.84K $736K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
14.6K
New
$44.14 - $47.9 $643K - $698K
14.6K $691K
SNOW
Snowflake Inc.

Technology
2.89K
New
$191.73 - $241.0 $553K - $696K
2.89K $650K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
47.9K
New
$13.1 - $13.58 $627K - $650K
47.9K $639K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
11.4K
New
$46.93 - $58.5 $535K - $667K
11.4K $629K
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.12K
New
$67.01 - $72.84 $544K - $591K
8.12K $588K
SVOL
Simplify ETF Simplify Volatili

ETFs
28.7K
New
$16.48 - $19.27 $472K - $552K
28.7K $516K
ILCB
Ishares Morningstar U.S. Equit

ETFs
5.49K
New
$85.66 - $92.67 $471K - $509K
5.49K $507K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.52K
New
$133.48 - $144.38 $470K - $508K
3.52K $501K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.37K
New
$84.28 - $89.46 $452K - $480K
5.37K $477K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
48.5K
New
$8.77 - $9.87 $425K - $478K
48.5K $436K
AFL
Aflac Inc

Financial Services
3.84K
New
$98.09 - $111.7 $376K - $429K
3.84K $428K
DFAI
Dimensional ETF Tr

ETFs
11.5K
New
$34.05 - $36.55 $392K - $421K
11.5K $418K
VT
Vanguard Total World Stk Index

ETFs
3.03K
New
$128.41 - $138.03 $389K - $419K
3.03K $417K
PWFL
Power Fleet, Inc.

Technology
81.6K
New
N/A
81.6K $407K
IR
Ingersoll Rand Inc.

Industrials
4.9K
New
$74.98 - $89.02 $368K - $436K
4.9K $405K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.63K
New
$45.07 - $47.56 $344K - $363K
7.63K $350K
IGV
Ishares Expanded Tech Software

ETFs
3.03K
New
$105.96 - $117.79 $321K - $356K
3.03K $348K
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.87K
New
$51.78 - $57.89 $304K - $340K
5.87K $337K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
721
New
$435.72 - $463.74 $314K - $334K
721 $334K
CLSK
Cleanspark, Inc.

Technology
23K
New
$9.08 - $14.87 $209K - $342K
23K $334K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.36K
New
$50.79 - $76.4 $221K - $333K
4.36K $332K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.65K
New
$39.8 - $42.86 $304K - $328K
7.65K $327K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.53K
New
$171.01 - $228.24 $261K - $349K
1.53K $326K
TTE
Total Energies Se

Energy
4.41K
New
N/A
4.41K $302K
NEM
Newmont Corp

Basic Materials
3.48K
New
$57.35 - $85.25 $199K - $296K
3.48K $293K
BJUL
Innovator U.S. Equity Buffer E

ETFs
5.82K
New
$47.14 - $49.66 $275K - $289K
5.82K $289K
NJUL
Innovator Growth 100 Power Buf

Technology
3.97K
New
$67.81 - $71.18 $269K - $283K
3.97K $282K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
5.3K
New
$50.16 - $52.45 $266K - $278K
5.3K $276K
MRVL
Marvell Technology, Inc.

Technology
3.15K
New
$62.31 - $84.07 $196K - $265K
3.15K $264K
AZN
Astrazeneca PLC

Healthcare
3.39K
New
$68.72 - $82.11 $233K - $279K
3.39K $260K
D
Dominion Energy, Inc

Utilities
4.2K
New
$56.32 - $62.1 $237K - $261K
4.2K $257K
VOT
Vanguard Mid Cap Growth Index

ETFs
873
New
$282.75 - $294.19 $247K - $257K
873 $256K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.47K
New
$68.24 - $73.73 $237K - $256K
3.47K $255K
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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