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
Main Sectors:
Top Industries:
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% |
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