Soltis Investment Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 18, 2024
Value $
$1.04B
Signature - Title
Alan Gilmore - Attorney
Location
St. George, UT
Summary
This page shows a list of all the recent 13F filings made by Soltis Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Soltis Investment Advisors LLC reported 365 stock holdings with total value $1.04B as of Q3 2024. Top holdings included MSFT, AAPL, NVDA, SNFCA, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 365 $1.04B +$165M -$119M +$46.2M MSFT, AAPL, NVDA, SNFCA, IVV 13F-HR 11/18/2024, 05:16 PM
Q2 2024 330 $945M +$152M -$94.1M +$58.3M MSFT, AAPL, NVDA, JPST, AMZN 13F-HR 8/12/2024, 12:53 PM
Q1 2024 296 $893M +$127M -$151M -$24.6M MSFT, AAPL, JPST, SNFCA, IVOO Restatement 5/29/2024, 04:47 PM
Q4 2023 284 $886M +$153M -$120M +$33.3M MSFT, SCHD, JPST, AAPL, SNFCA 13F-HR 1/26/2024, 12:58 PM
Q3 2023 260 $777M +$85.3M -$135M -$49.3M JPST, MSFT, SCHD, AAPL, FCTR 13F-HR 11/8/2023, 12:54 PM
Q2 2023 259 $860M +$122M -$85.2M +$36.5M JPST, MSFT, AAPL, SCHD, FCTR 13F-HR 8/8/2023, 09:52 PM
Q1 2023 260 $786M +$128M -$115M +$12.9M JPST, FCTR, MSFT, SCHD, AAPL 13F-HR 5/3/2023, 01:56 PM
Q4 2022 251 $760M +$167M -$114M +$52.8M JPST, FCTR, IJH, SCHD, SNFCA 13F-HR 2/9/2023, 11:54 AM
Q3 2022 229 $665M +$74.9M -$51.5M +$23.4M FCTR, IJH, JPST, TIP, RC 13F-HR 11/14/2022, 01:31 PM
Q2 2022 237 $689M +$143M -$81.9M +$61.2M FCTR, IJH, JPST, SNFCA, RC 13F-HR 8/11/2022, 03:13 PM
Q1 2022 250 $719M +$106M -$69.8M +$36.2M IJH, FCTR, JPST, SNFCA, TIP 13F-HR 5/6/2022, 03:50 PM
Q4 2021 259 $707M +$74M -$50.4M +$23.5M FCTR, IJH, JPST, TIP, IVV 13F-HR 2/9/2022, 04:22 PM
Q3 2021 240 $646M +$93M -$68.8M +$24.2M FCTR, IJH, JPST, TIP, IVV 13F-HR 11/9/2021, 09:12 AM
Q2 2021 240 $631M +$95.7M -$36.5M +$59.2M IJH, FCTR, MINT, TIP, SNFCA 13F-HR 8/4/2021, 03:57 PM
Q1 2021 213 $548M +$81.1M -$112M -$30.7M IJH, FCTR, MINT, TIP, SNFCA 13F-HR 5/11/2021, 04:52 PM
Q4 2020 216 $540M +$112M -$46.9M +$64.7M FCTR, MINT, MMSI, IJH, TIP 13F-HR 2/9/2021, 08:46 PM
Q3 2020 199 $426M +$121M -$87.8M +$32.9M MINT, FCTR, ALTL, TIP, PJAN 13F-HR 10/28/2020, 04:33 PM
Q2 2020 181 $386M +$66.1M -$49.8M +$16.3M BUFF, MINT, TIP, SNFCA, IVV 13F-HR 8/12/2020, 11:45 AM
Q1 2020 162 $322M +$49.7M -$125M -$75.7M BUFF, MINT, TIP, SNFCA, IVV 13F-HR 5/7/2020, 01:17 PM
Q4 2019 153 $519M $0 $0 BUFF, SKYW, MINT, MMSI, IJH 13F-HR 2/12/2020, 03:14 PM