HoldingsChannel.com
Soltis Investment Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
INNOVATOR ETFS TR II (LVHB) 2,295,289 +67,516 $56,900
     LVHB2,295,289+67,516$56,900
PIMCO ETF TR (MINT) 366,084 -1,033 $36,235
     MINT366,084-1,033$36,235
ISHARES TR (TIP) 97,735 -15,897 $11,525
     TIP97,735-15,897$11,525
SECURITY NATL FINL CORP 2,108,134 +83,306 $9,002
     SNFCA2,108,134+83,306$9,002
ISHARES TR (IVV) 34,186 +843 $8,834
     IVV34,186+843$8,834
PACER FDS TR 316,361 +27,155 $8,545
     PTLC316,361+27,155$8,545
ISHARES TR (IJH) 50,863 -54,480 $7,317
     IJH50,863-54,480$7,317
SCHWAB STRATEGIC TR 156,582 +64,097 $7,043
     SCHD156,582+64,097$7,043
FIRST TR EXCH TRADED FD III (FPE) 414,355 +243,973 $6,795
     FPE414,355+243,973$6,795
VANGUARD SCOTTSDALE FDS (VCSH) 82,515 -15,076 $6,527
     VCSH82,515-15,076$6,527
ISHARES TR (EFAV) 100,074 +37,783 $6,210
     EFAV100,074+37,783$6,210
ISHARES TR (EMB) 60,170 +6,484 $5,817
     EMB60,170+6,484$5,817
ISHARES TR (STIP) 55,136 -453 $5,508
     STIP55,136-453$5,508
ISHARES TR (AGG) 45,546 -82,567 $5,255
     AGG45,546-82,567$5,255
PEOPLES UTAH BANCORP 269,571 +222 $5,222
     PUB269,571+222$5,222
FIDELITY 98,093 -5,357 $5,076
     FBND98,093-5,357$5,076
VANGUARD BD INDEX FDS (BND) 59,190 -81,734 $5,052
     BND59,190-81,734$5,052
FIRST TR EXCHANGE TRADED FD (FCTR) 282,245 -76,399 $5,001
     FCTR282,245-76,399$5,001
INNOVATOR ETFS TR (UJAN) 186,778 +186,778 $4,796
     UJAN186,778+186,778$4,796
WISDOMTREE TR 195,757 +64,235 $4,729
     DON195,757+64,235$4,729
INNOVATOR ETFS TR (PJAN) 186,948 +186,948 $4,685
     PJAN186,948+186,948$4,685
MICROSOFT CORP 29,021 +17,761 $4,577
     MSFT29,021+17,761$4,577
ISHARES TR (SUB) 40,748 -507 $4,332
     SUB40,748-507$4,332
ISHARES TR (IJR) 68,941 -54,131 $3,868
     IJR68,941-54,131$3,868
ISHARES TR (IXUS) 73,886 -3,139 $3,473
     IXUS73,886-3,139$3,473
APPLE INC 13,309 +2,770 $3,384
     AAPL13,309+2,770$3,384
ISHARES TR (ITOT) 51,568 -1,211 $2,950
     ITOT51,568-1,211$2,950
ISHARES TR (IEFA) 58,300 -8,873 $2,909
     IEFA58,300-8,873$2,909
ISHARES INC (EEMV) 60,094 +26,383 $2,820
     EEMV60,094+26,383$2,820
SPDR S&P 500 ETF TR (SPY) 10,657 +245 $2,747
     SPY10,657+245$2,747
FIRST TR EXCHANGE TRADED FD (EMLP) 151,803 +53,190 $2,701
     EMLP151,803+53,190$2,701
AMAZON COM INC 1,276 +191 $2,488
     AMZN1,276+191$2,488
DELTA AIR LINES INC DEL 83,325 +83,325 $2,377
     DAL83,325+83,325$2,377
FIDELITY 46,068 -8,483 $2,295
     FLTB46,068-8,483$2,295
VANGUARD INTL EQUITY INDEX F (VWO) 67,292 +8,153 $2,258
     VWO67,292+8,153$2,258
AMERICAN AIRLS GROUP INC 170,810 +170,810 $2,082
     AAL170,810+170,810$2,082
ISHARES TR (ACWI) 29,373 -186 $1,838
     ACWI29,373-186$1,838
BOEING CO 10,652 +1,997 $1,589
     BA10,652+1,997$1,589
BERKSHIRE HATHAWAY INC DEL      $1,556
     BRK.B7,023+1,778$1,284
     BRK.A1UNCH$272
VANGUARD INDEX FDS (VOO) 6,018 UNCH $1,425
     VOO6,018UNCH$1,425
INNOVATOR ETFS TR (POCT) 61,746 -158 $1,394
     POCT61,746-158$1,394
FIDELITY COVINGTON TR 63,885 -83,358 $1,329
     FREL63,885-83,358$1,329
JOHNSON & JOHNSON 9,980 +2,668 $1,309
     JNJ9,980+2,668$1,309
INNOVATOR ETFS TR (UAPR) 49,344 +49,344 $1,216
     UAPR49,344+49,344$1,216
WELLS FARGO CO NEW 39,473 +4,643 $1,133
     WFC39,473+4,643$1,133
AT&T INC 36,620 +3,003 $1,067
     T36,620+3,003$1,067
VANGUARD INDEX FDS (VO) 8,086 UNCH $1,065
     VO8,086UNCH$1,065
VANGUARD INDEX FDS (VTI) 7,971 +1,073 $1,028
     VTI7,971+1,073$1,028
ISHARES TR (EFA) 18,516 -6,226 $990
     EFA18,516-6,226$990
COCA COLA CO 22,070 +7,211 $977
     KO22,070+7,211$977

See Full List: All Stocks Held By Soltis Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Soltis Investment Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $322,031
At 12/31/2019: $519,341

Soltis Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Soltis Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Soltis Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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