Soltis Investment Advisors LLC

CIK Number: 0001802530

1.04B
Market Value
341
# of Holdings
10 months
Avg. Holding Period
65.92%
Win Rate
12.14%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Microsoft Corp
415.07
-0.51% 146.29K +4.14% 62.95M 294.72 6.06%
2 Apple Inc
233.05
-0.58% 209.06K +5.88% 48.71M 157.08 4.69%
3 Nvidia Corporat...
131.40
-1.38% 217.87K -1.61% 26.46M 140.5 2.55%
4 Security Natl F...
11.32
-1.39% 2.82M +1.04% 25.95M 9 2.50%
5
Ishares Tr
584.41
+0.04% 44.13K +4.62% 25.46M 371.35 2.45%

Trade Smarter, Not Harder

Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.

Unlimited access to all data and tools
Unlimited access to all data and tools, giving you the edge over everyone else in the market.
Realtime Options Data
Instant access to live options data to spot opportunities and trade with precision before the market moves.
Top Wallstreet Analyst Ratings
Follow ratings from the best analysts on Wall Street to stay ahead.
Up to 30 years financial history
We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.