Soltis Investment Advisors LLC

Position in AXP — American Express Co

CIK 1802530 ST. GEORGE, UT

Position in AXP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,355,706

+$66,537 QoQ

Shares Held

4,008

-6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,407

of 3,002 holders

Holding Since

Sep 2021

16 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Financial Services · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $13,122,009 across 7 Credit Services names. AXP ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	19,297	$6,620,607
2	MA	Mastercard Inc	3,408	$1,750,348
3	COF	Capital One Financial Corp	7,632	$1,531,131
4	AXP	American Express Co This page	4,008	$1,355,706
5	SOFI	SoFi Technologies, Inc.	53,492	$959,111
6	MFIN	Medallion Financial Corp	45,767	$467,281
7	OMF	OneMain Holdings, Inc.	7,181	$437,825

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,355,706	4,008	-6.0%	Shares	Sole	2026-07-31
2026-03-31	$1,289,169	4,262	+8.2%	Shares	Sole	2026-04-27
2025-12-31	$1,457,603	3,940	+6.3%	Shares	Sole	2026-04-02
2025-09-30	$1,230,984	3,706	+1.2%	Shares	Sole	2025-11-12
2025-06-30	$1,167,785	3,661	+66.2%	Shares	Sole	2025-08-06
2025-03-31	$592,717	2,203	+1.1%	Shares	Sole	2025-05-13
2024-12-31	$646,408	2,178	-6.4%	Shares	Sole	2025-01-29
2024-09-30	$630,811	2,326	+22.1%	Shares	Sole	2025-01-03
2024-06-30	$441,102	1,905	+10.4%	Shares	Sole	2024-08-12
2024-03-31	$392,992	1,726	+0.2%	Shares	Sole	2024-05-29
2023-12-31	$322,599	1,722	+4.0%	Shares	Sole	2024-01-26
2023-09-30	$246,909	1,655	-32.7%	Shares	Sole	2023-11-08
2023-06-30	$428,532	2,460	+78.9%	Shares	Sole	2023-08-09
2023-03-31	$226,806	1,375	+13.3%	Shares	Sole	2023-05-03
2022-03-31	$227,018	1,214	+0.5%	Shares	Sole	2022-05-06
2021-09-30	$202,376	1,208	—	Shares	Sole	2021-11-09
No filing history on record for this holder in this stock.