Universe · entity
Soltis Investment Advisors LLC
Institutional manager (13F) · CIK 1802530
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $894M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP | $84M | 226,255 |
| 2 | NVIDIA CORPORATION | $83M | 474,211 |
| 3 | APPLE INC | $68M | 267,577 |
| 4 | VANGUARD BD INDEX FDS | $60M | 817,815 |
| 5 | STATE STR SPDR S&P 500 ETF T | $47M | 72,104 |
| 6 | AMAZON COM INC | $36M | 174,140 |
| 7 | ISHARES TR | $31M | 47,660 |
| 8 | ALPHABET INC | $22M | 76,504 |
| 9 | SCHWAB STRATEGIC TR | $22M | 872,481 |
| 10 | ISHARES TR | $20M | 301,861 |
| 11 | J P MORGAN EXCHANGE TRADED F | $19M | 380,492 |
| 12 | TESLA INC | $16M | 43,685 |
| 13 | CHEVRON CORPORATION | $16M | 76,393 |
| 14 | META PLATFORMS INC | $15M | 25,855 |
| 15 | MFS ACTIVE EXCHANGE TRADED F | $14M | 471,473 |
| 16 | INVESCO QQQ TR | $13M | 22,567 |
| 17 | LOCKHEED MARTIN CORP | $12M | 19,650 |
| 18 | JOHNSON & JOHNSON | $12M | 48,328 |
| 19 | NIKE INC | $12M | 219,570 |
| 20 | VANGUARD INDEX FDS | $12M | 19,313 |
| 21 | PAYCHEX INC | $11M | 124,167 |
| 22 | ENTERGY CORP NEW | $11M | 97,558 |
| 23 | REALTY INCOME CORP | $11M | 177,498 |
| 24 | MEDTRONIC PLC | $11M | 124,532 |
| 25 | VANGUARD INTL EQUITY INDEX F | $11M | 197,406 |
| 26 | SLB LIMITED | $10M | 203,547 |
| 27 | ENBRIDGE INC | $10M | 192,233 |
| 28 | PEPSICO INC | $10M | 66,342 |
| 29 | AMERICAN ELEC PWR CO INC | $10M | 76,657 |
| 30 | HERSHEY CO | $10M | 48,166 |
| 31 | ALPHABET INC | $10M | 34,483 |
| 32 | BROADCOM INC | $10M | 31,577 |
| 33 | VERIZON COMMUNICATIONS INC | $10M | 192,158 |
| 34 | JPMORGAN CHASE & CO | $10M | 32,620 |
| 35 | AMGEN INC | $10M | 27,252 |
| 36 | AMERICAN TOWER CORP | $9M | 53,643 |
| 37 | COCA COLA CO | $9M | 120,616 |
| 38 | RIO TINTO PLC | $9M | 96,833 |
| 39 | PROCTER & GAMBLE CO | $9M | 61,922 |
| 40 | ISHARES TR | $9M | 70,793 |
| 41 | CITIGROUP INC | $9M | 77,379 |
| 42 | EXXON MOBIL CORP | $9M | 51,507 |
| 43 | INNOVATOR ETFS TRUST | $9M | 339,685 |
| 44 | ISHARES TR | $8M | 73,214 |
| 45 | SELECT SECTOR SPDR TR | $8M | 75,268 |
| 46 | UNITEDHEALTH GROUP INC | $8M | 30,232 |
| 47 | INNOVATOR ETFS TRUST | $8M | 238,301 |
| 48 | EQUITY RESIDENTIAL | $8M | 130,093 |
| 49 | ISHARES TR | $8M | 35,708 |
| 50 | VANGUARD MUN BD FDS | $8M | 150,611 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.