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
STX
Seagate Technology Holdings PLC

Technology
1.06K
New
$142.01 - $236.06 $151K - $251K
1.06K $250K
LHX
L3 Harris Technologies, Inc.

Industrials
804
New
$252.18 - $305.41 $203K - $246K
804 $245K
MSI
Motorola Solutions, Inc.

Technology
534
New
$408.73 - $490.3 $218K - $262K
534 $244K
NXPI
Nxp Semiconductors N.V.

Technology
1.06K
New
$205.16 - $239.07 $218K - $254K
1.06K $242K
DASH
Door Dash, Inc.

Communication Services
855
New
$234.5 - $272.5 $200K - $233K
855 $232K
BP
Bp PLC

Energy
6.73K
New
$30.25 - $35.69 $204K - $240K
6.73K $232K
ITW
Illinois Tool Works Inc

Industrials
893
New
$252.31 - $269.41 $225K - $241K
893 $232K
TROW
Price T Rowe Group Inc

Financial Services
2.24K
New
$98.67 - $111.52 $221K - $250K
2.24K $229K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.1K
New
$43.1 - $44.6 $220K - $228K
5.1K $225K
BK
Bank Of New York Mellon Corp

Financial Services
2.07K
New
$90.65 - $109.75 $187K - $227K
2.07K $225K
BMY
Bristol Myers Squibb CO

Healthcare
4.9K
New
$43.31 - $48.98 $212K - $240K
4.9K $220K
IHDG
Wisdomtree Tr

ETFs
4.72K
New
$43.81 - $46.31 $207K - $219K
4.72K $217K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
679
New
$284.45 - $324.95 $193K - $221K
679 $217K
UBS
Ubs Group Ag

Financial Services
5.2K
New
$33.77 - $42.38 $176K - $221K
5.2K $213K
TPR
Tapestry, Inc.

Consumer Cyclical
1.86K
New
$86.48 - $116.14 $160K - $215K
1.86K $210K
HPE
Hewlett Packard Enterprise CO

Technology
8.46K
New
$19.81 - $25.24 $168K - $214K
8.46K $207K
NVS
Novartis Ag

Healthcare
1.62K
New
$113.5 - $129.73 $184K - $210K
1.62K $207K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.95K
New
$80.89 - $104.72 $158K - $204K
1.95K $201K
IYW
Ishares Dj Us Tech ETF

ETFs
1.03K
New
$171.38 - $197.01 $176K - $202K
1.03K $200K
VIG
Vanguard Dividend Appreciation

ETFs
930
New
N/A
930 $169K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
15.5K
New
$9.82 - $10.65 $152K - $165K
15.5K $163K
VRT
Vertiv Holdings CO

Industrials
1.39K
New
N/A
1.39K $120K
SAN
Banco Santander, S.A.

Financial Services
10.6K
New
$8.27 - $10.48 $87.8K - $111K
10.6K $111K
MBI
Mbia Inc

Financial Services
11K
New
$4.3 - $8.13 $47.3K - $89.4K
11K $81K
Berto Acquisition Corp
13.8K
New
N/A
13.8K $0
Volatility Shs Tr
11.3K
New
N/A
11.3K $0
Peakstone Realty Trust
29.5K
New
N/A
29.5K $0
Innovator Etfs Trust
10.5K
New
N/A
10.5K $0
Wisdomtree Tr
9.26K
New
N/A
9.26K $0
Innovator Etfs Trust
27.9K
New
N/A
27.9K $0
Cantor Equity Partners I Inc
11.5K
New
N/A
11.5K $0
Proshares Tr
16.1K
New
N/A
16.1K $0
Atlasclear Holdings Inc
11.6K
New
N/A
11.6K $0
Innovator Etfs Trust
27.5K
New
N/A
27.5K $0
Proshares Tr
24K
New
N/A
24K $0
Innovator Etfs Trust
10.5K
New
N/A
10.5K $0
Renatus Tactical Acquis
11K
New
N/A
11K $0
Bold Eagle Acquisition Corp
11K
New
N/A
11K $0
JGRO
J P Morgan Exchange Traded Fd
3.97K
New
N/A
3.97K $0
Hcm Ii Acquisition Corp
10K
New
N/A
10K $0
Churchill Capital Corp Ix
15K
New
N/A
15K $0
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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