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Soltis Investment Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the Soltis Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Soltis Investment Advisors LLC. In the Soltis Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Soltis Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Soltis Investment Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
FIRST TR EXCHANGE TRADED FD (FCTR) 1,495,109 -35,479 $39,112
     FCTR1,495,109-35,479$39,112
ISHARES TR (IJH) 170,812 -121 $37,452
     IJH170,812-121$37,452
J P MORGAN EXCHANGE TRADED F (JPST) 492,051 -36,189 $24,681
     JPST492,051-36,189$24,681
ISHARES TR (TIP) 192,570 -13,724 $20,201
     TIP192,570-13,724$20,201
READY CAPITAL CORP 1,944,048 -61,377 $19,713
     RC1,944,048-61,377$19,713
SECURITY NATL FINL CORP 3,046,327 +137,197 $19,344
     SNFCA3,046,327+137,197$19,344
SCHWAB STRATEGIC TR 268,740 +5,920 $17,852
     SCHD268,740+5,920$17,852
INNOVATOR ETFS TR (UJAN) 567,962 -17,853 $16,579
     UJAN567,962-17,853$16,579
PACER FDS TR 432,060 +6,711 $15,476
     ALTL432,060+6,711$15,476
MICROSOFT CORP 65,599 +21,054 $15,278
     MSFT65,599+21,054$15,278
ISHARES TR (IVV) 42,141 -470 $15,114
     IVV42,141-470$15,114
APPLE INC 99,699 +8,205 $13,778
     AAPL99,699+8,205$13,778
WISDOMTREE TR 296,293 -1,173 $11,161
     DON296,293-1,173$11,161
ISHARES TR (STIP) 98,256 -7,057 $9,443
     STIP98,256-7,057$9,443
VANGUARD MALVERN FDS (VTIP) 191,472 -7,410 $9,212
     VTIP191,472-7,410$9,212
AMAZON COM INC 74,438 +29,248 $8,412
     AMZN74,438+29,248$8,412
SPDR S&P 500 ETF TR (SPY) 23,416 -242 $8,364
     SPY23,416-242$8,364
SCHWAB STRATEGIC TR 172,961 -5,377 $8,347
     SCHO172,961-5,377$8,347
TESLA INC 31,308 +20,721 $8,305
     TSLA31,308+20,721$8,305
INNOVATOR ETFS TR (UOCT) 311,527 +311,527 $8,181
     UOCT311,527+311,527$8,181
GLACIER BANCORP INC NEW 135,465 -10,468 $6,655
     GBCI135,465-10,468$6,655
CVS HEALTH CORP 68,858 +9,897 $6,567
     CVS68,858+9,897$6,567
ISHARES TR (IJR) 75,176 +1,559 $6,555
     IJR75,176+1,559$6,555
PIMCO ETF TR (MINT) 57,355 +1,258 $5,670
     MINT57,355+1,258$5,670
CAMBRIA ETF TR (TAIL) 317,031 -6,276 $5,342
     TAIL317,031-6,276$5,342
VANGUARD INDEX FDS (VNQ) 64,780 -203 $5,193
     VNQ64,780-203$5,193
VANGUARD INTL EQUITY INDEX F (VWO) 142,042 -19,423 $5,183
     VWO142,042-19,423$5,183
INTERNATIONAL BUSINESS MACHS 43,518 +9,610 $5,170
     IBM43,518+9,610$5,170
ISHARES TR (SUB) 47,553 -8,977 $4,882
     SUB47,553-8,977$4,882
PFIZER INC 108,191 -19,309 $4,734
     PFE108,191-19,309$4,734
SCHWAB STRATEGIC TR 166,897 -115,071 $4,695
     SCHF166,897-115,071$4,695
JOHNSON & JOHNSON 27,872 +3,855 $4,553
     JNJ27,872+3,855$4,553
COCA COLA CO 79,012 +15,210 $4,426
     KO79,012+15,210$4,426
FIDELITY MERRIMACK STR TR 96,551 +105 $4,290
     FBND96,551+105$4,290
ISHARES TR (IVE) 32,898 -772 $4,228
     IVE32,898-772$4,228
JPMORGAN CHASE & CO 40,365 +8,786 $4,218
     JPM40,365+8,786$4,218
VANGUARD SCOTTSDALE FDS (VCSH) 56,288 -5,695 $4,181
     VCSH56,288-5,695$4,181
AIR PRODS & CHEMS INC 17,786 +3,777 $4,139
     APD17,786+3,777$4,139
FIDELITY COVINGTON TRUST 160,224 +4,534 $3,833
     FREL160,224+4,534$3,833
3M CO 34,661 +11,127 $3,830
     MMM34,661+11,127$3,830
ARTISAN PARTNERS ASSET MGMT 141,824 +23,731 $3,819
     APAM141,824+23,731$3,819
MERCK & CO INC 43,401 +2,431 $3,738
     MRK43,401+2,431$3,738
ENBRIDGE INC 99,005 +18,537 $3,673
     ENB99,005+18,537$3,673
GENERAL DYNAMICS CORP 17,295 +2,589 $3,670
     GD17,295+2,589$3,670
DUKE ENERGY CORP NEW 39,042 +5,921 $3,632
     DUK39,042+5,921$3,632
PROCTER AND GAMBLE CO 28,772 +5,007 $3,632
     PG28,772+5,007$3,632
LOCKHEED MARTIN CORP 9,349 +1,526 $3,611
     LMT9,349+1,526$3,611
ISHARES TR (IJJ) 40,048 +98 $3,604
     IJJ40,048+98$3,604
RIO TINTO PLC 64,373 +30,744 $3,544
     RIO64,373+30,744$3,544
ISHARES TR (AGG) 36,741 -337 $3,540
     AGG36,741-337$3,540

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 09/30/2022: $664,632
At 06/30/2022: $688,579

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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