Soltis Investment Advisors LLC

Q3 2024 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Alan Gilmore - Attorney
Location
St. George, UT
Holdings as of
September 30, 2024
Value $
$1.02B
Num holdings
364
Date filed
1/3/2025, 04:01 PM
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, AAPL, NVDA, SNFCA, and IVV.
Previous filing
Q2 2024 - Aug 12, 2024
Filing 2024 Q3 - Restatement compared to 2024 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Alan Gilmore Attorney Pennington, New Jersey 1/3/2025