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Home > Institutional Investor > Soltis Investment Advisors Llc > Profile

Instuitional Investor - Soltis Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Soltis Investment Advisors Llc
Portfolio Value $1,272,825,953
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 198,004 $98,488,982 7.74%
2.
Nvidia Corp
 NVDA 378,426 $59,787,554 4.7%
3.
Apple Inc.
 AAPL 291,353 $59,776,982 4.7%
4.
Vanguard Bond Index Funds
 BND 693,558 $51,066,674 4.01%
5.
Amazon Com Inc
 AMZN 201,454 $44,197,006 3.47%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)