Soltis Investment Advisors LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.4T

Holdings

475

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (475 positions)

#StockSharesValue% PortfolioType
201
IWVISHARES TR
2,643$1.0B0.07%
202
VBRVANGUARD INDEX FDS
4,773$996.3M0.07%
203
INTUINTUIT
1,437$981.6M0.07%
204
AXILAXIL BRANDS INC
155,002$976.5M0.07%
205
MUBISHARES TR
9,130$972.3M0.07%
206
MOALTRIA GROUP INC
14,677$969.5M0.07%
207
USMVISHARES TR
10,059$957.0M0.07%
208
JEPQJ P MORGAN EXCHANGE TRADED F
16,482$948.1M0.07%
209
UBERUBER TECHNOLOGIES INC
9,325$913.6M0.06%
210
LINLINDE PLC
1,917$910.7M0.06%
211
DDTOINNOVATOR ETFS TRUST
27,727$910.0M0.06%
212
ACPABRDN INCOME CREDIT STRATEGI
155,931$904.4M0.06%
213
HDVISHARES TR
7,261$889.1M0.06%
214
ISEPINNOVATOR ETFS TRUST
27,486$875.9M0.06%
215
CITHE CIGNA GROUP
3,039$875.9M0.06%
216
DISDISNEY WALT CO
7,610$871.4M0.06%
217
NEENEXTERA ENERGY INC
11,452$864.5M0.06%
218
DWDMORGAN STANLEY
5,428$862.8M0.06%
219
MUMICRON TECHNOLOGY INC
5,153$862.2M0.06%
220
TIPISHARES TR
7,693$855.6M0.06%
221
CLCOLGATE PALMOLIVE CO
10,654$851.7M0.06%
222
AONAON PLC
2,370$845.0M0.06%
223
MCDMCDONALDS CORP
2,780$844.8M0.06%
224
VWOBVANGUARD WHITEHALL FDS
12,486$835.3M0.06%
225
PJANINNOVATOR ETFS TRUST
17,933$821.3M0.06%
226
FCOMFIDELITY COVINGTON TRUST
11,538$818.9M0.06%
227
TMUST-MOBILE US INC
3,390$811.5M0.06%
228
HCAHCA HEALTHCARE INC
1,900$809.9M0.06%
229
BLKBLACKROCK INC
689$803.9M0.06%
230
SLVISHARES SILVER TR
18,615$788.7M0.05%
231
DUKDUKE ENERGY CORP NEW
6,355$786.5M0.05%
232
BGXBLACKSTONE LONG SHORT CR INC
64,626$775.5M0.05%
233
TMOTHERMO FISHER SCIENTIFIC INC
1,597$774.7M0.05%
234
AQLTISHARES TR
33,411$772.5M0.05%
235
CARRCARRIER GLOBAL CORPORATION
12,910$770.7M0.05%
236
FISVFISERV INC
5,966$769.2M0.05%
237
FIXCOMFORT SYS USA INC
921$759.8M0.05%
238
HONHONEYWELL INTL INC
3,608$759.4M0.05%
239
SYKSTRYKER CORPORATION
2,042$755.0M0.05%
240
BRK-BBERKSHIRE HATHAWAY INC DEL
1$754.2M0.05%
241
SPYGSPDR SERIES TRUST
7,165$748.8M0.05%
242
DGROISHARES TR
10,992$748.4M0.05%
243
BLVVANGUARD BD INDEX FDS
10,491$743.3M0.05%
244
LOWLOWES COS INC
2,936$737.9M0.05%
245
VFMOVANGUARD WELLINGTON FD
3,842$736.0M0.05%
246
XSDSPDR SERIES TRUST
2,303$734.9M0.05%
247
JJACOBS SOLUTIONS INC
4,871$730.0M0.05%
248
ETHEGRAYSCALE ETHEREUM TRUST ETF
21,232$727.6M0.05%
249
NSCNORFOLK SOUTHN CORP
2,417$726.1M0.05%
250
XLISELECT SECTOR SPDR TR
4,636$715.0M0.05%
251
SCHGSCHWAB STRATEGIC TR
21,897$698.7M0.05%
252
NOWSERVICENOW INC
756$696.1M0.05%
253
GMGENERAL MTRS CO
11,416$696.1M0.05%
254
JVALJ P MORGAN EXCHANGE TRADED F
14,568$692.0M0.05%
255
FDISFIDELITY COVINGTON TRUST
6,701$689.3M0.05%
256
VIOOVANGUARD ADMIRAL FDS INC
6,175$682.1M0.05%
257
SMHVANECK ETF TRUST
2,089$681.7M0.05%
258
BXBLACKSTONE INC
3,989$681.6M0.05%
259
APPAPPLOVIN CORP
948$681.2M0.05%
260
UNPUNION PAC CORP
2,804$662.7M0.05%
261
IWBISHARES TR
1,803$658.9M0.05%
262
TJXTJX COS INC NEW
4,558$658.8M0.05%
263
XFEBFIRST TR EXCH TRADED FD III
35,848$653.9M0.05%
264
XLESELECT SECTOR SPDR TR
7,288$651.1M0.04%
265
SNOWSNOWFLAKE INC
2,886$650.9M0.04%
266
VEUVANGUARD INTL EQUITY INDEX F
9,083$648.3M0.04%
267
TAT&T INC
22,885$646.3M0.04%
268
EFAISHARES TR
6,894$643.7M0.04%
269
MMM3M CO
4,135$641.7M0.04%
270
RABROOKFIELD REAL ASSETS INCOM
47,856$639.4M0.04%
271
GDLCGRAYSCALE COINDESK CRYPTO
11,398$637.2M0.04%
272
MMSIMERIT MED SYS INC
7,503$624.5M0.04%
273
FLTBFIDELITY MERRIMACK STR TR
12,256$620.9M0.04%
274
DALDELTA AIR LINES INC DEL
10,716$608.1M0.04%
275
PAUGINNOVATOR ETFS TRUST
14,268$606.0M0.04%
276
VYMVANGUARD WHITEHALL FDS
4,225$595.6M0.04%
277
RYROYAL BK CDA
4,042$595.4M0.04%
278
DFUSDIMENSIONAL ETF TRUST
8,120$588.2M0.04%
279
DDTSINNOVATOR ETFS TRUST
27,900$583.8M0.04%
280
BNDXVANGUARD CHARLOTTE FDS
11,589$573.2M0.04%
281
XLFISELECT SECTOR SPDR TR
7,227$566.4M0.04%
282
EXPDEXPEDITORS INTL WASH INC
4,503$552.0M0.04%
283
PHPARKER-HANNIFIN CORP
721$546.3M0.04%
284
IAU*ISHARES GOLD TR
7,453$542.3M0.04%
285
OTISOTIS WORLDWIDE CORP
5,915$540.8M0.04%
286
EWEDWARDS LIFESCIENCES CORP
6,854$533.1M0.04%
287
DHRDANAHER CORPORATION
2,683$531.9M0.04%
288
QGRWWISDOMTREE TR
9,256$530.9M0.04%
289
MFINMEDALLION FINL CORP
51,760$522.8M0.04%
290
PFEPFIZER INC
20,439$520.8M0.04%
291
JMSTJ P MORGAN EXCHANGE TRADED F
10,128$516.9M0.04%
292
SVOLSIMPLIFY EXCHANGE TRADED FUN
28,667$516.0M0.04%
293
ICEINTERCONTINENTAL EXCHANGE IN
3,053$514.4M0.04%
294
ILCBISHARES TR
5,494$507.8M0.04%
295
APHAMPHENOL CORP NEW
4,096$506.9M0.04%
296
DEDEERE & CO
1,108$506.8M0.04%
297
VSSVANGUARD INTL EQUITY INDEX F
3,520$501.8M0.03%
298
MDLZMONDELEZ INTL INC
8,028$501.5M0.03%
299
TRGPTARGA RES CORP
2,961$496.1M0.03%
300
TXNTEXAS INSTRS INC
2,681$492.5M0.03%
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