• 13F History

Soltis Investment Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$1.08B
Signature - Title
Alan Gilmore - Attorney
Location
St. George, UT
Summary
This page shows a list of all the recent 13F filings made by Soltis Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Soltis Investment Advisors LLC reported 372 stock holdings with total value $1.08B as of Q4 2024. Top holdings included MSFT, AAPL, NVDA, SNFCA, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 372 $1.08B +$173M -$112M +$61M MSFT, AAPL, NVDA, SNFCA, AMZN 13F-HR 1/29/2025, 08:44 AM
Q3 2024 364 $1.02B +$151M -$119M +$31.5M MSFT, AAPL, NVDA, SNFCA, IVV Restatement 1/3/2025, 04:01 PM
Q2 2024 330 $945M +$152M -$94.1M +$58.3M MSFT, AAPL, NVDA, JPST, AMZN 13F-HR 8/12/2024, 12:53 PM
Q1 2024 296 $893M +$127M -$151M -$24.6M MSFT, AAPL, JPST, SNFCA, IVOO Restatement 5/29/2024, 04:47 PM
Q4 2023 284 $886M +$153M -$120M +$33.3M MSFT, SCHD, JPST, AAPL, SNFCA 13F-HR 1/26/2024, 12:58 PM
Q3 2023 290 $777M +$85.3M -$135M -$49.3M JPST, MSFT, SCHD, AAPL, FCTR 13F-HR 11/8/2023, 12:54 PM
Q2 2023 259 $860M +$122M -$46.1M +$75.6M JPST, MSFT, AAPL, SCHD, FCTR 13F-HR 8/8/2023, 09:52 PM
Q1 2023 260 $786M +$128M -$79.7M +$48.2M JPST, FCTR, MSFT, SCHD, AAPL 13F-HR 5/3/2023, 01:56 PM
Q4 2022 251 $760M +$167M -$87.5M +$79.4M JPST, FCTR, IJH, SCHD, SNFCA 13F-HR 2/9/2023, 10:54 AM
Q3 2022 229 $665M +$74.9M -$24.9M +$50M FCTR, IJH, JPST, TIP, RC 13F-HR 11/14/2022, 12:31 PM
Q2 2022 237 $689M +$143M -$57.7M +$85.3M FCTR, IJH, JPST, SNFCA, RC 13F-HR 8/11/2022, 03:13 PM
Q1 2022 250 $719M +$106M -$56.1M +$49.9M IJH, FCTR, JPST, SNFCA, TIP 13F-HR 5/6/2022, 03:50 PM
Q4 2021 265 $709M +$74.6M -$35.2M +$39.4M FCTR, IJH, JPST, TIP, IVV 13F-HR 2/9/2022, 03:22 PM
Q3 2021 240 $646M +$93M -$68.8M +$24.2M FCTR, IJH, JPST, TIP, IVV 13F-HR 11/9/2021, 09:12 AM
Q2 2021 240 $631M +$95.7M -$36.5M +$59.2M IJH, FCTR, MINT, TIP, SNFCA 13F-HR 8/4/2021, 03:57 PM
Q1 2021 213 $548M +$81.1M -$112M -$30.7M IJH, FCTR, MINT, TIP, SNFCA 13F-HR 5/11/2021, 04:52 PM
Q4 2020 216 $540M +$112M -$39.4M +$72.2M FCTR, MINT, MMSI, IJH, TIP 13F-HR 2/9/2021, 07:46 PM
Q3 2020 199 $426M +$121M -$27.2M +$93.5M MINT, FCTR, ALTL, TIP, PJAN 13F-HR 10/28/2020, 04:33 PM
Q2 2020 180 $383M +$64.3M -$41.7M +$22.7M BUFFXXXX, MINT, TIP, SNFCA, IVV 13F-HR 8/12/2020, 11:45 AM
Q1 2020 162 $322M +$49.7M -$110M -$59.8M BUFFXXXX, MINT, TIP, SNFCA, IVV 13F-HR 5/7/2020, 01:17 PM
Q4 2019 152 $514M BUFFXXXX, SKYW, MINT, MMSI, IJH 13F-HR 2/12/2020, 02:14 PM