HoldingsChannel.com
Soltis Investment Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
INNOVATOR ETFS TR II (LVHB) 2,227,773 +2,227,773 $86,059
     LVHB2,227,773+2,227,773$86,059
SKYWEST INC 951,377 +951,377 $61,487
     SKYW951,377+951,377$61,487
PIMCO ETF TR (MINT) 367,117 +367,117 $37,295
     MINT367,117+367,117$37,295
MERIT MED SYS INC 808,077 +808,077 $25,228
     MMSI808,077+808,077$25,228
ISHARES TR (IJH) 105,343 +105,343 $21,682
     IJH105,343+105,343$21,682
SCHWAB STRATEGIC TR 447,048 +447,048 $15,034
     SCHF447,048+447,048$15,034
ISHARES TR (AGG) 128,113 +128,113 $14,396
     AGG128,113+128,113$14,396
ISHARES TR (TIP) 113,632 +113,632 $13,246
     TIP113,632+113,632$13,246
SECURITY NATL FINL CORP 2,024,828 +2,024,828 $11,845
     SNFCA2,024,828+2,024,828$11,845
VANGUARD BD INDEX FD INC (BND) 140,924 +140,924 $11,818
     BND140,924+140,924$11,818
ISHARES TR (IVV) 33,343 +33,343 $10,778
     IVV33,343+33,343$10,778
ISHARES TR (IJR) 123,072 +123,072 $10,320
     IJR123,072+123,072$10,320
PACER FDS TR 289,206 +289,206 $9,677
     PTLC289,206+289,206$9,677
FIRST TR EXCHANGE TRADED FD (FCTR) 358,644 +358,644 $8,174
     FCTR358,644+358,644$8,174
PEOPLES UTAH BANCORP 269,349 +269,349 $8,113
     PUB269,349+269,349$8,113
ISHARES INC (IEMG) 147,935 +147,935 $7,953
     IEMG147,935+147,935$7,953
VANGUARD SCOTTSDALE FDS (VCSH) 97,591 +97,591 $7,908
     VCSH97,591+97,591$7,908
ISHARES TR (EMB) 53,686 +53,686 $6,150
     EMB53,686+53,686$6,150
ISHARES TR (STIP) 55,589 +55,589 $5,598
     STIP55,589+55,589$5,598
SCHWAB STRATEGIC TR 92,485 +92,485 $5,357
     SCHD92,485+92,485$5,357
FIDELITY 103,450 +103,450 $5,353
     FBND103,450+103,450$5,353
FIDELITY COVINGTON TR 106,923 +106,923 $5,159
     FDIS106,923+106,923$5,159
WISDOMTREE TR 131,522 +131,522 $5,003
     DON131,522+131,522$5,003
ISHARES TR (IXUS) 77,025 +77,025 $4,768
     IXUS77,025+77,025$4,768
VANGUARD BD INDEX FD INC (BSV) 58,755 +58,755 $4,736
     BSV58,755+58,755$4,736
FIDELITY COVINGTON TR 111,568 +111,568 $4,690
     FIDU111,568+111,568$4,690
ISHARES TR (EFAV) 62,291 +62,291 $4,643
     EFAV62,291+62,291$4,643
ISHARES TR (SUB) 41,255 +41,255 $4,405
     SUB41,255+41,255$4,405
ISHARES TR (IEFA) 67,173 +67,173 $4,382
     IEFA67,173+67,173$4,382
FIDELITY COVINGTON TR 147,243 +147,243 $4,102
     FREL147,243+147,243$4,102
ISHARES TR (ITOT) 52,779 +52,779 $3,836
     ITOT52,779+52,779$3,836
FIRST TR EXCHANGE TRADED FD (FPE) 170,382 +170,382 $3,420
     FPE170,382+170,382$3,420
SPDR S&P 500 ETF TR (SPY) 10,412 +10,412 $3,351
     SPY10,412+10,412$3,351
APPLE INC 10,539 +10,539 $3,095
     AAPL10,539+10,539$3,095
BOEING CO 8,655 +8,655 $2,819
     BA8,655+8,655$2,819
FIDELITY 54,551 +54,551 $2,777
     FLTB54,551+54,551$2,777
VANGUARD BD INDEX FD INC (BLV) 27,401 +27,401 $2,749
     BLV27,401+27,401$2,749
VANGUARD INTL EQUITY INDEX F (VWO) 59,139 +59,139 $2,630
     VWO59,139+59,139$2,630
FIRST TR EXCHANGE TRADED FD (EMLP) 98,613 +98,613 $2,514
     EMLP98,613+98,613$2,514
ISHARES TR (ACWI) 29,559 +29,559 $2,343
     ACWI29,559+29,559$2,343
AMAZON COM INC 1,085 +1,085 $2,005
     AMZN1,085+1,085$2,005
ISHARES INC (EEMV) 33,711 +33,711 $1,978
     EEMV33,711+33,711$1,978
WELLS FARGO CO NEW 34,830 +34,830 $1,874
     WFC34,830+34,830$1,874
VANGUARD INDEX FDS (VOO) 6,018 +6,018 $1,780
     VOO6,018+6,018$1,780
MICROSOFT CORP 11,260 +11,260 $1,776
     MSFT11,260+11,260$1,776
FIDELITY COVINGTON TR 24,492 +24,492 $1,775
     FTEC24,492+24,492$1,775
ISHARES TR (EFA) 24,742 +24,742 $1,718
     EFA24,742+24,742$1,718
INNOVATOR ETFS TR (POCT) 61,904 +61,904 $1,560
     POCT61,904+61,904$1,560
BERKSHIRE HATHAWAY INC DEL      $1,528
     BRK.B5,245+5,245$1,188
     BRK.A1+1$340
VANGUARD INDEX FDS (VO) 8,086 +8,086 $1,441
     VO8,086+8,086$1,441

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

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

Size ($ in 1000's)
At 12/31/2019: $519,341
At 09/30/2019: $0

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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