Soltis Investment Advisors LLC has filed its 13F form on November 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 365 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $62.9M, Apple Inc. with a value of $48.7M, Nvidia Corp with a value of $26.5M, Security National Financial Corp with a value of $25.9M, and Ishares Core S&P 500 ETF with a value of $25.5M.
Examining the 13F form we can see an increase of $64M in the current position value, from $941M to 1.01B.
Soltis Investment Advisors LLC is based out at St. George, UT
Below you can find more details about Soltis Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.01 Billion
ETFs: $340 Million
Technology: $209 Million
Financial Services: $80.9 Million
Healthcare: $55.7 Million
Consumer Cyclical: $52.7 Million
Real Estate: $51.1 Million
Communication Services: $47.1 Million
Industrials: $42 Million
Other: $120 Million
Stock Holdings Table Market Cap. of $200 Billions or more
