Notify me when Soltis Investment Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 529 | $1,540,759,081 | +$191,630,141 | -$88,325,594 | +$103,304,547 | MSFT, NVDA, AAPL, BND, AMZN | 13F-HR | 05 Feb 2026, 16:23 |
| Q3 2025 | 475 | $1,445,759,574 | +$141,683,946 | -$64,455,860 | +$77,228,086 | MSFT, AAPL, NVDA, BND, AMZN | 13F-HR | 12 Nov 2025, 10:19 |
| Q2 2025 | 394 | $1,272,809,980 | +$192,718,981 | -$119,259,799 | +$73,459,182 | MSFT, NVDA, AAPL, BND, AMZN | 13F-HR | 06 Aug 2025, 11:26 |
| Q1 2025 | 366 | $1,118,934,679 | +$188,507,256 | -$107,820,134 | +$80,687,122 | MSFT, AAPL, BND, SNFCA, SPY | 13F-HR | 13 May 2025, 13:49 |
| Q4 2024 | 372 | $1,079,508,838 | +$173,054,219 | -$112,067,860 | +$60,986,359 | MSFT, AAPL, NVDA, SNFCA, AMZN | 13F-HR | 29 Jan 2025, 08:44 |
| Q3 2024 | 364 | $1,023,204,534 | +$150,586,993 | -$119,115,379 | +$31,471,614 | MSFT, AAPL, NVDA, SNFCA, IVV | Restatement | 03 Jan 2025, 16:01 |
| Q2 2024 | 330 | $944,729,806 | +$152,436,173 | -$94,104,035 | +$58,332,138 | MSFT, AAPL, NVDA, JPST, AMZN | 13F-HR | 12 Aug 2024, 12:53 |
| Q1 2024 | 296 | $893,407,711 | +$126,536,832 | -$151,185,542 | -$24,648,710 | MSFT, AAPL, JPST, SNFCA, IVOO | Restatement | 29 May 2024, 16:47 |
| Q4 2023 | 284 | $886,049,203 | +$153,364,543 | -$120,016,017 | +$33,348,526 | MSFT, SCHD, JPST, AAPL, SNFCA | 13F-HR | 26 Jan 2024, 12:58 |
| Q3 2023 | 260 | $777,118,104 | +$85,291,344 | -$134,586,717 | -$49,295,373 | JPST, MSFT, SCHD, AAPL, FCTR | 13F-HR | 08 Nov 2023, 12:54 |
| Q2 2023 | 259 | $860,273,814 | +$121,726,818 | -$85,237,469 | +$36,489,349 | JPST, MSFT, AAPL, SCHD, FCTR | 13F-HR | 08 Aug 2023, 21:52 |
| Q1 2023 | 260 | $786,105,524 | +$127,942,006 | -$115,030,156 | +$12,911,850 | JPST, FCTR, MSFT, SCHD, AAPL | 13F-HR | 03 May 2023, 13:56 |
| Q4 2022 | 251 | $759,657,879 | +$166,895,494 | -$114,130,600 | +$52,764,894 | JPST, FCTR, IJH, SCHD, SNFCA | 13F-HR | 09 Feb 2023, 11:54 |
| Q3 2022 | 229 | $664,632,000 | +$74,937,691 | -$51,526,346 | +$23,411,345 | FCTR, IJH, JPST, TIP, RC | 13F-HR | 14 Nov 2022, 13:31 |
| Q2 2022 | 237 | $688,579,000 | +$143,064,753 | -$81,863,411 | +$61,201,342 | FCTR, IJH, JPST, SNFCA, RC | 13F-HR | 11 Aug 2022, 15:13 |
| Q1 2022 | 250 | $719,453,000 | +$106,008,677 | -$69,786,488 | +$36,222,189 | IJH, FCTR, JPST, SNFCA, TIP | 13F-HR | 06 May 2022, 15:50 |
| Q4 2021 | 259 | $707,474,000 | +$73,960,632 | -$50,433,366 | +$23,527,266 | FCTR, IJH, JPST, TIP, IVV | 13F-HR | 09 Feb 2022, 16:22 |
| Q3 2021 | 240 | $645,529,000 | +$92,997,491 | -$68,791,238 | +$24,206,253 | FCTR, IJH, JPST, TIP, IVV | 13F-HR | 09 Nov 2021, 09:12 |
| Q2 2021 | 240 | $630,612,000 | +$95,737,042 | -$36,548,529 | +$59,188,513 | IJH, FCTR, MINT, TIP, SNFCA | 13F-HR | 04 Aug 2021, 15:57 |
| Q1 2021 | 213 | $548,171,000 | +$81,109,693 | -$111,769,109 | -$30,659,416 | IJH, FCTR, MINT, TIP, SNFCA | 13F-HR | 11 May 2021, 16:52 |
| Q4 2020 | 216 | $539,745,000 | +$111,581,136 | -$46,919,214 | +$64,661,922 | FCTR, MINT, MMSI, IJH, TIP | 13F-HR | 09 Feb 2021, 20:46 |
| Q3 2020 | 199 | $425,699,000 | +$120,667,777 | -$87,791,846 | +$32,875,931 | MINT, FCTR, ALTL, TIP, PJAN | 13F-HR | 28 Oct 2020, 16:33 |
| Q2 2020 | 181 | $385,603,000 | +$66,092,708 | -$49,774,251 | +$16,318,457 | BUFF, MINT, TIP, SNFCA, IVV | 13F-HR | 12 Aug 2020, 11:45 |
| Q1 2020 | 162 | $322,031,000 | +$49,692,009 | -$125,343,358 | -$75,651,349 | BUFF, MINT, TIP, SNFCA, IVV | 13F-HR | 07 May 2020, 13:17 |
| Q4 2019 | 153 | $519,341,000 | $0 | $0 | $0 | BUFF, SKYW, MINT, MMSI, IJH | 13F-HR | 12 Feb 2020, 15:14 |