Soltis Investment Advisors LLC Q3 2021 Filing

Filed November 9, 2021

Portfolio Value

$645.8B

Holdings

240

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (240 positions)

#StockSharesValue% PortfolioType
201
BMYBRISTOL-MYERS SQUIBB CO
4,782$283.0M0.04%
202
MCHPMICROCHIP TECHNOLOGY INC.
1,822$280.0M0.04%
203
TLTISHARES TR
1,933$279.0M0.04%
204
CMCSACOMCAST CORP NEW
4,922$275.0M0.04%
205
OREALTY INCOME CORP
4,243$275.0M0.04%
206
WTMWHITE MTNS INS GROUP LTD
256$274.0M0.04%
207
XELXCEL ENERGY INC
4,361$273.0M0.04%
208
SSOPROSHARES TR
2,266$272.0M0.04%
209
UFEBINNOVATOR ETFS TR
9,726$268.0M0.04%
210
USEPINNOVATOR ETFS TR
9,475$263.0M0.04%
211
OTISOTIS WORLDWIDE CORP
3,106$256.0M0.04%
212
COMTISHARES U S ETF TR
7,075$254.0M0.04%
213
EEMVISHARES INC
3,998$251.0M0.04%
214
MRKMERCK & CO INC
3,270$246.0M0.04%
215
BSEPINNOVATOR ETFS TR
7,818$244.0M0.04%
216
QUALISHARES TR
1,856$244.0M0.04%
217
LMTLOCKHEED MARTIN CORP
699$241.0M0.04%
218
EMLPFIRST TR EXCHANGE-TRADED FD
10,200$241.0M0.04%
219
FCXFREEPORT-MCMORAN INC
6,935$226.0M0.03%
220
BMTABRITISH AMERN TOB PLC
6,411$226.0M0.03%
221
VEUVANGUARD INTL EQUITY INDEX F
3,698$225.0M0.03%
222
XLKSELECT SECTOR SPDR TR
1,497$224.0M0.03%
223
BDECINNOVATOR ETFS TR
6,542$219.0M0.03%
224
ADPAUTOMATIC DATA PROCESSING IN
1,084$217.0M0.03%
225
MAMASTERCARD INCORPORATED
615$214.0M0.03%
226
XLFSELECT SECTOR SPDR TR
5,487$206.0M0.03%
227
HSICHENRY SCHEIN INC
2,675$204.0M0.03%
228
KEYKEYCORP
9,397$203.0M0.03%
229
IWBISHARES TR
835$202.0M0.03%
230
AXPAMERICAN EXPRESS CO
1,208$202.0M0.03%
231
VGTVANGUARD WORLD FDS
500$201.0M0.03%
232
KLXEKLX ENERGY SERVICS HOLDNGS I
35,119$167.0M0.03%
233
RMTROYCE MICRO-CAP TR INC
12,419$142.0M0.02%
234
TRYBARINGS BDC INC
11,992$132.0M0.02%
235
RIGTRANSOCEAN LTD
10,000$38.0M0.01%
236
TILRAY INC
20,000$20.0M0.00%
237
TK 5 01/15/23TEEKAY CORPORATION
20,000$20.0M0.00%
238
SFL CORPORATION LTD
10,000$10.0M0.00%
239
MFA FINL INC
10,000$10.0M0.00%
240
INTERCEPT PHARMACEUTICALS IN
10,000$9.0M0.00%
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