Soltis Investment Advisors LLC Sells in Q3 2024

Soltis Investment Advisors LLC

  • $1.01 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PAUG
Innovator U.S. Equity Power Bu

ETFs
-264K
- 93.97%
$35.57 - $37.86 $9.37M - $9.98M
16.9K $639K
KKR
Kkr & Co. Inc.

Financial Services
-57.3K
- 97.26%
$104.51 - $133.23 $5.99M - $7.64M
1.61K $210K
CRWD
Crowd Strike Holdings, Inc.

Technology
-13.2K
- 89.92%
$217.89 - $392.15 $2.87M - $5.17M
1.48K $414K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-61K
- 26.13%
$97.05 - $106.1 $5.92M - $6.48M
172K $18.2M
AMD
Advanced Micro Devices Inc

Technology
-30.3K
- 90.34%
$128.67 - $183.96 $3.9M - $5.58M
3.24K $532K
ACN
Accenture PLC

Technology
-16.9K
- 68.53%
$295.44 - $355.81 $4.99M - $6.01M
7.76K $2.74M
PFE
Pfizer Inc

Healthcare
-159K
- 86.22%
$27.7 - $31.39 $4.41M - $5M
25.5K $737K
SHEL
Shell PLC

Energy
-58.8K
- 94.05%
$65.65 - $73.28 $3.86M - $4.31M
3.72K $245K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-46.5K
- 52.64%
$77.02 - $85.06 $3.58M - $3.95M
41.8K $3.54M
SWKS
Skyworks Solutions, Inc.

Technology
-26.6K
- 49.56%
$96.22 - $120.68 $2.56M - $3.21M
27.1K $2.67M
FCTR
First Tr Exchange Traded Fd

ETFs
-78.9K
- 29.63%
$27.94 - $32.42 $2.2M - $2.56M
187K $5.83M
AEP
American Electric Power CO Inc

Utilities
-33.5K
- 46.49%
$87.11 - $104.95 $2.92M - $3.51M
38.5K $3.95M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-38.6K
- 7.2%
$50.25 - $50.74 $1.94M - $1.96M
498K $25.3M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-16.7K
- 73.73%
$97.19 - $109.09 $1.62M - $1.82M
5.94K $642K
VNQ
Vanguard Specialized Funds Van

ETFs
-23.9K
- 36.85%
$82.97 - $98.97 $1.98M - $2.37M
41K $3.99M
TIP
Ishares Tr Tips Bd ETF

ETFs
-13.8K
- 53.41%
$105.92 - $110.83 $1.46M - $1.53M
12K $1.33M
JPM
Jpmorgan Chase & CO

Financial Services
-6.78K
- 17.36%
$194.9 - $224.8 $1.32M - $1.52M
32.3K $6.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-35.5K
- 22.04%
$41.9 - $48.26 $1.49M - $1.71M
126K $6.01M
RC
Ready Capital Corp

Real Estate
-46K
- 3.9%
$7.63 - $9.43 $351K - $434K
1.13M $8.66M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-40.7K
- 14.42%
$36.98 - $41.55 $1.5M - $1.69M
241K $9.92M
NVDA
Nvidia Corp

Technology
-3.56K
- 1.61%
$98.91 - $134.91 $352K - $481K
218K $26.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-37.2K
- 38.64%
$25.45 - $29.53 $946K - $1.1M
59K $1.72M
SBUX
Starbucks Corp

Consumer Cyclical
-12.4K
- 60.69%
$72.51 - $98.6 $901K - $1.23M
8.05K $784K
XLK
Technology Sector Spdr

ETFs
-3.39K
- 11.2%
$197.34 - $237.68 $669K - $806K
26.9K $6.07M
BA
Boeing CO

Industrials
-170
- 0.69%
$152.04 - $190.6 $25.8K - $32.4K
24.5K $3.73M
ZION
Zions Bancorporation, National Association

Financial Services
-18K
- 53.54%
$42.49 - $52.53 $763K - $944K
15.6K $735K
KO
Coca Cola CO

Consumer Defensive
-23.5K
- 19.43%
$62.69 - $73.01 $1.48M - $1.72M
97.6K $7.01M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-7.87K
- 35.22%
$76.38 - $78.87 $601K - $621K
14.5K $1.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.65K
- 6.32%
$434.77 - $502.96 $719K - $832K
24.5K $12M
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
-12K
- 67.39%
$42.64 - $46.54 $512K - $558K
5.81K $268K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-6.14K
- 26.6%
$62.4 - $62.4 $383K - $383K
16.9K $1.06M
XLV
Select Sector Spdr Fund Health

ETFs
-3.48K
- 19.27%
$143.3 - $157.24 $498K - $546K
14.6K $2.24M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.22K
- 13.74%
$96.25 - $101.98 $406K - $430K
26.5K $2.68M
XLC
Select Sector Spdr Tr Communic

ETFs
-4.62K
- 18.3%
$82.16 - $90.4 $379K - $418K
20.6K $1.86M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-6.07K
- 14.63%
$51.58 - $53.79 $313K - $327K
35.4K $1.9M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-3.46K
- 32.8%
$69.16 - $76.64 $239K - $265K
7.09K $532K
XLP
Consumer Staples Sector Spdr

ETFs
-2.57K
- 18.04%
$76.04 - $76.04 $196K - $196K
11.7K $889K
EW
Edwards Lifesciences Corp

Healthcare
-149
- 2.08%
$59.7 - $93.78 $8.9K - $14K
7K $461K
MRK
Merck & Co., Inc.

Healthcare
-52
- 0.33%
$111.15 - $128.97 $5.78K - $6.71K
15.8K $1.8M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.64K
- 17.57%
$170.05 - $200.86 $280K - $330K
7.72K $1.55M
XLF
Financial Sector Spdr

ETFs
-6.68K
- 18.01%
$40.84 - $45.74 $273K - $306K
30.4K $1.38M
WFC
Wells Fargo & Company

Financial Services
-1.31K
- 5.37%
$51.58 - $60.97 $67.3K - $79.6K
23K $1.3M
XLE
Energy Sector Spdr

ETFs
-1.31K
- 15.18%
$84.35 - $93.39 $110K - $122K
7.32K $642K
VUG
Vanguard Growth ETF

ETFs
-419
- 8.71%
$341.08 - $391.94 $143K - $164K
4.39K $1.69M
XLI
Industrial Sector Spdr

ETFs
-1.56K
- 20.77%
$120.56 - $135.44 $188K - $211K
5.94K $803K
SCHO
Schwab Short Term Us Treasury

ETFs
-2.65K
- 8.86%
$47.93 - $49.06 $127K - $130K
27.2K $1.33M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
-6.76K
- 23.21%
$10.89 - $16.24 $73.6K - $110K
22.4K $298K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-854
- 2.09%
$100.09 - $100.69 $85.5K - $86K
40K $4.03M
F
Ford Motor CO

Consumer Cyclical
-4.12K
- 19.71%
$9.71 - $14.55 $40K - $59.9K
16.8K $176K
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
Track This Portfolio

Track Soltis Investment Advisors LLC Portfolio

Follow Soltis Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soltis Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Soltis Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email