Soltis Investment Advisors LLC
CIK Number: 0001802530
1.08B
Market Value
358
# of Holdings
10 months
Avg. Holding Period
37.86%
Win Rate
14.10%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corpo... | 375.72 | -0.81% | 164.3K | +12.31% | 69.25M | 308.62 | 6.42% |
| 2 | AAPL | Apple Inc. | 222.78 | +2.24% | 240.66K | +15.11% | 60.27M | 163.52 | 5.58% |
| 3 | NVDA | NVIDIA Corporat... | 108.90 | -0.7% | 270.19K | +24.01% | 36.28M | 67.14 | 3.36% |
| 4 | SNFCA | Security Nation... | 12.07 | -0.62% | 2.62M | -6.99% | 31.56M | 8.57 | 2.92% |
| 5 | AMZN | Amazon.com, Inc... | 190.68 | -1.06% | 122.7K | -0.01% | 26.92M | 131.57 | 2.49% |
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