Soltis Investment Advisors LLC

CIK
1802530
City
ST. GEORGE
State / Country
UT

Top Portfolio Positions

355 positions · $1,107,463,616 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
283,455 $104,926,537 9.47%
NVDA
Nvidia Corp
Technology
480,511 $83,801,118 7.57%
AAPL
Apple Inc.
Technology
289,077 $73,364,851 6.62%
SPY
Spdr S&P 500 Etf Trust
78,004 $50,729,121 4.58%
AMZN
Amazon Com Inc
Consumer Cyclical
175,940 $36,643,023 3.31%
GOOGL
Alphabet Inc.
Communication Services
78,404 $22,545,854 2.04%
META
Meta Platforms, Inc.
Communication Services
32,755 $18,740,118 1.69%
TSLA
Tesla, Inc.
Consumer Cyclical
43,685 $16,239,898 1.47%
CVX
Chevron Corp
Energy
76,393 $15,805,711 1.43%
QQQ
Invesco Qqq Trust, Series 1
22,567 $13,025,221 1.18%

Portfolio Trend

2 quarters · across all stocks

Holdings in HCA

Export CSV

Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $924,710 1,954
2025-12-31 $868,826 1,861