Soltis Investment Advisors LLC Reduced Holdings in Q4 2024

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-27
- 1.41%
$108.6 - $115.42 $2.93K - $3.12K
1.89K $206K
VDE
Vanguard Energy ETF

ETFs
-60
- 2.57%
$116.67 - $136.78 $7K - $8.21K
2.27K $275K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-87
- 1.92%
$48.33 - $49.08 $4.2K - $4.27K
4.45K $215K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-1
- 0.18%
$408.59 - $476.19 $409 - $476
560 $235K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-394
- 3.09%
$30.02 - $31.23 $11.8K - $12.3K
12.4K $381K
AIG
American International Group, Inc.

Financial Services
-11
- 0.3%
$70.0 - $79.22 $770 - $871
3.6K $262K
HEIA
Heico Crp Cl A
-329
- 4.77%
N/A
6.57K $0
Innovator Etfs Trust
-663K
- 96.5%
N/A
24K $0
Grayscale Ethereum Trust ETF
-281
- 1.32%
N/A
21.1K $0
Jacobs Solutions Inc
-47
- 0.93%
N/A
5.02K $0
Kenvue Inc
-1.15K
- 0.76%
N/A
151K $0
KEY
Keycorp

Financial Services
-162
- 1.2%
$16.21 - $19.97 $2.63K - $3.24K
13.4K $229K
MGC
Vanguard Mega Cap ETF

ETFs
-4
- 0.37%
$204.21 - $220.18 $817 - $881
1.08K $228K
AXP
American Express CO

Financial Services
-148
- 6.36%
$267.35 - $305.57 $39.6K - $45.2K
2.18K $646K
VNT
Vontier Corp

Technology
-20
- 0.21%
$33.03 - $40.45 $661 - $809
9.36K $341K
MFIN
Medallion Financial Corp

Financial Services
-5K
- 8.58%
$7.95 - $10.32 $39.8K - $51.6K
53.3K $500K
DAL
Delta Air Lines, Inc.

Industrials
-1.33K
- 12.01%
$47.46 - $65.77 $63K - $87.3K
9.73K $588K
CRM
Salesforce, Inc.

Technology
-434
- 14.83%
$270.87 - $367.87 $118K - $160K
2.49K $833K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-87
- 0.73%
$54.65 - $61.96 $4.75K - $5.39K
11.9K $696K
GBCI
Glacier Bancorp, Inc.

Financial Services
-10.3K
- 8.07%
$44.09 - $58.89 $454K - $607K
117K $5.89M
XLC
Select Sector Spdr Tr Communic

ETFs
-739
- 3.58%
$89.66 - $102.16 $66.3K - $75.5K
19.9K $1.93M
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 0.2%
$275.15 - $388.2 $825 - $1.16K
1.47K $504K
ZION
Zions Bancorporation, National Association

Financial Services
-40
- 0.26%
$45.62 - $61.73 $1.82K - $2.47K
15.5K $843K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 0.04%
$521.84 - $558.82 $2.61K - $2.79K
11.3K $6.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-90
- 1.18%
$370.24 - $418.94 $33.3K - $37.7K
7.56K $3.04M
MCK
Mckesson Corp

Healthcare
-285
- 6.4%
$482.27 - $628.5 $137K - $179K
4.17K $2.38M
XLY
Select Sector Spdr Consumer Di

ETFs
-38
- 0.49%
$194.8 - $239.43 $7.4K - $9.1K
7.68K $1.72M
KR
Kroger CO

Consumer Defensive
-2.77K
- 2.59%
$55.21 - $63.3 $153K - $175K
104K $6.37M
FCTR
First Tr Exchange Traded Fd

ETFs
-1.33K
- 0.71%
$30.91 - $35.25 $41K - $46.7K
186K $6.13M
SKYW
Skywest Inc

Industrials
-99
- 0.43%
$83.51 - $115.11 $8.27K - $11.4K
23K $2.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-12
- 0.01%
$180.88 - $232.93 $2.17K - $2.8K
123K $26.9M
SNFCA
Security National Financial Corp

Financial Services
-197K
- 6.99%
$9.12 - $13.42 $1.8M - $2.65M
2.62M $31.6M
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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